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In this interview from theCUBE + NYSE Wired: AI Factories - Data Centers of the Future, Tony Kim, technology-focused investment manager and lead portfolio manager at BlackRock, joins theCUBE's Dave Vellante to discuss how the AI buildout is inverting decades-old assumptions about value, margin and market capitalization across the technology stack. Kim explains that despite four years of exponential AI adoption, capabilities are scaling faster than capital expenditure, signaling the buildout remains in its early stages. He notes how semiconductors—once dismissed as a commodity—have become the most profitable sector in the world, flipping decades of assumptions about where software and hardware margins accrue. Kim introduces the concept of "token flow," arguing that value now follows wherever tokens are generated, served and wrapped into applications across the stack. The conversation also explores what Kim calls the "SaaS-pocalypse," as frontier labs increasingly absorb functions once reserved for data, application and services layers. He compares leading AI labs to an apex predator whose spending and ambition cascade down through hyperscalers, neoclouds and inference providers, shaping the entire compute ecosystem. Kim highlights how enterprise context and proprietary data are emerging as the next battleground for value, with companies weighing whether to build in-house context layers, adopt open-weight models or hand control to trusted partners. He also touches on the potential for AI to invert the global economy's labor-to-capital ratio, accelerating GDP growth as spending shifts from human labor to token generation. From the collision of deterministic software and stochastic models to the uncertain endgame for enterprise moats, Kim offers a clear-eyed framework for tracking where value accrues next in the AI stack. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Foundations and Beginnings: Tony Kim's Journey into AI Investment 02:19 - AI Infrastructure: Market Dynamics and Investment Strategies 04:48 - Inversion of Market Value and Trends 08:50 - AI's Transformative Journey: From Frontier Models to the SaaS-pocalypse 11:35 - Data and Application Integration 14:47 - Navigating the Future of Software: Interfaces, Open Source, and AI Partnerships #theCUBE #AIFactoriesDataCentersoftheFuture #theCUBEresearch #NYSEWired #BlackRock #AI #TechInvesting

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