Sands Capital

Portfolio Manager and Sr. Research Analyst Daniel Pilling?joined Caroline Hyde?and Tim Stenovec on Bloomberg Television?to discuss what’s next for NVIDIA?and the future of AI, while onsite this week at the company’s annual GTC conference in San Jose. ? Daniel shared Sands Capital’s perspective on Nvidia’s long-term growth drivers in today’s marketplace, including the massive demand for inference and the emerging opportunity set in agentic and physical AI. ? Watch the full interview here: https://lnkd.in/dbM3hwZi Disclosures: https://lnkd.in/dPvqc85S

Season 3 of Sands Capital’s What Matters Most podcast continues with a look at Credo AI—a startup offering software platforms that aim to prevent bias and errors in AI models. With AI now behind decisions affecting nearly every aspect of society, companies are balancing the benefits of the technology with its potential risks. Credo AI helps give them the confidence to leverage artificial intelligence in a powerful way. After you listen, subscribe to hear more episodes about the companies shaping the future and driving business growth.?https://lnkd.in/dWGkSnwf

India’s large domestic market, rapidly growing middle class, and efforts to increase digital and physical connectivity can make the country one of the most promising structural growth opportunities in emerging markets. Read about the select businesses that we believe stand to benefit. #India #digitalization https://lnkd.in/eMf2gRvr

We are proud to lead the Series B financing for CompScience, the first-ever AI-powered workers' compensation insurance and safety technology company. Josh Butler and his team are redefining workplace safety with cutting-edge technology, and this investment will enhance CompScience’s AI capabilities, expand its global team, deepen insurer partnerships, and extend its reach into new industries. Read more about how CompScience is setting a new standard for workplace safety and risk mitigation: https://lnkd.in/eMmR-JKv

Our latest episode of the What Matters Most podcast looks at Nubank, a Brazilian digital bank that is disrupting the industry with its innovative digital-first platform, low fees, and exceptional customer service. Listen, then subscribe to hear more episodes about the companies that are helping to shape the future: https://lnkd.in/ewGp445E

Innovative companies change the world and can create powerful opportunities for long-term investors. In this episode of Sands Capital’s What Matters Most podcast, Emerson Bluhm, CFA, takes a deep look at Samsara, a software company revolutionizing fleet management for companies with big rigs and commercial vehicles. We believe Samsara’s leading-edge technology and savvy management has positioned the company as a leader in this growing market. After you listen, subscribe to hear more episodes about the companies shaping the future and driving business growth: https://lnkd.in/dXxY-PUZ

Emerging markets present vast opportunities, but selectivity is essential. With powerful secular growth drivers at play, we focus on identifying businesses positioned for sustainable earnings growth. Watch to learn more about our selective approach to navigating these dynamic markets. https://lnkd.in/exXkNuJc

The past few years have highlighted the challenges of passive investing in emerging markets. At Sands Capital, we see opportunities?beyond the MSCI Emerging Markets Index. Hear why we believe active management can make the difference. https://lnkd.in/eHwTiJMk

Wishing you a wonderful Holiday Season and joyous New Year!

NVIDIA's latest earnings announcement signified a number of positive markers for the company’s continued growth in both the medium- and long-term. Portfolio Manager and Sr. Research Analyst Daniel Pilling recently joined Caroline Hyde on Bloomberg Television following Nvidia’s Q3 earnings report to discuss Sands Capital’s views on the role of scaling laws in driving innovation and what hyperscalers should expect from improved chips. Disclosure: bit.ly/48ZLwIB