October 20, 2025

A Candid Assessment of the AI Cycle Hype vs. Reality: A Conversation with Kinglsey Crane, CG’s Infrastructure & Security Software Senior Analyst

41 minutes

Kingsley Crane, CG’s Infrastructure and Security Software Senior Analyst joins Michael Graham, Director of Research and Investment Strategy, to discuss the most significant developments in the AI landscape after spearheading a department-wide whitepaper on the topic, “The Growth Investor’s Guide to AI in 2026 & Beyond: A Candid Assessment of Cycle Hype vs. Reality”. The two discuss all things AI from high level concepts like, “What is an LLM?” to potential industry and company impacts as well as the economics behind OpenAI’s and the larger technology complex’s long-term goals. Crane helps explain both the opportunity and the risks involved in AI investment and deployment as the technology garners more attention and capital.

Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to [email protected].

This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity.

The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.

This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.

Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.

Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.

Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

...more

View all episodes

By Canaccord Genuity