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Thought Leadership Forum

DeepSeek Disillusion: Evaluating the Future of AI

Video - webinar - DeepSeek Disillusion: Evaluating the Future of AI

Head of technology research Mike Lippert is joined by research analyst and assistant portfolio manager Ishay Levin and research analyst Akhilesh Kumawat to analyze the market reaction to DeepSeek and evaluate the reality of how DeepSeek’s entrance will impact the future of investing in AI.

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Michael Lippert joined Baron Capital in 2001 as a research analyst and was named portfolio manager of Baron Opportunity Fund in 2006 and Baron Technology Fund in 2021. In 2020, he was named head of technology research. He has 24 years of research experience.

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Michael Lippert

Ishay joined Baron&nbsp;Capital in 2015 as a research analyst and has 11 years of research experience. In 2020, he was named assistant portfolio manager of Baron Opportunity Fund.&nbsp;From 2014 to 2015, he worked at Hudson Bay Capital Management as a vice president on the direct investing desk. Ishay graduated with honors from Haifa University in Israel with a B.A. in Multidisciplinary Studies in 2011 and from The Wharton School of the University of Pennsylvania with an M.B.A. in 2014.

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Ishay Levin

Akhilesh&nbsp;joined Baron Capital in 2024 as a research analyst. He has 4 years of research experience. From 2020 to 2024, he worked at Bernstein Research as a senior research associate covering U.S. semiconductors and semi-cap equipment. From 2015 to 2019, he then held positions in multiple startups within the renewable energy and mobility sectors. From 2013 to 2015, he worked as a reservoir evaluation engineer at Schlumberger. Akhilesh graduated from Indian Institute of Technology with a B.Tech. in Electrical Engineering in 2013 and from The Wharton School with a M.B.A. in 2021.

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Akhilesh Kumawat

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Ron Baron

2025 Conference Replay - CNBC Squawk Box

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Michael Baron

2025 Conference Replay - Expansion with Purpose

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Michael Kass

Ashim Mehra

Anuj Aggarwal

Adam Sabban

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2025 Conference Replay - Inside the Search for Growth: Technology and Emerging Markets

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Jeffrey Kolitch

Laird Bieger

Randolph Gwirtzman

2025 Conference Replay - Inside the Search for Growth: Small Caps and Real Estate

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2025 Conference Replay - Changing Lives | Ron Baron's Keynote Speech

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Andrew Peck

Neal Rosenberg

2025 Conference Replay - Investment Team - Session 5: Focused, Small-Mid Cap, and Mid Cap Growth

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2025 Conference Replay - Investment Team - Session 4: Emerging Markets, International, and India Growth

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Alex Umansky

Guy Tartakovsky

2025 Conference Replay - Investment Team - Session 3: Large Cap, Global, and High Growth

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David Goldsmith

Cliff Greenberg

2025 Conference Replay - Investment Team - Session 2: Small-Cap Growth

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Neal Kaufman

Josh Saltman

2025 Conference Replay - Investment Team - Session 1: Real Estate, FinTech, and Health Care

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Elon Musk

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2025 Conference Replay - Afternoon – Ron and Elon

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Harley Finkelstein

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2025 Conference Replay - Meet the CEO –  Finkelstein

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Martin Hoffmann

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2025 Conference Replay - Meet the CEO – Hoffmann

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Eugene Hall

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2025 Conference Replay - Meet the CEO – Hall

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Joe Mansueto

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2025 Conference Replay - Meet the CEO – Mansueto

News

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Michael Baron Joins FT Live to Discuss the Future of Asset Management

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Video - Baron Growth Fund Outperforms Over the Long Term

Video - An Optimistic Outlook for Baron Growth Fund

BC Logo

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Video - Baron Real Estate Income Fund - More Than a REIT Fund

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U.S. Policy Pivot: Tailwinds for Non-U.S. Equities

Video - Baron Real Estate Fund - 15 Year Anniversary

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News - Randy Gwirtzman Highlights Cybersecurity and Applied AI Investment Opportunities with MarketWatch

2024 Conference - Ron Baron on CNBC

News - Ron Baron on CNBC Squawk Box - 3.11.2025

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The Next Investment Frontier: SpaceX and the Aerospace Revolution

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2024 Conference Replay - Investment Team - Large Cap, Global, and High Growth

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2024 Conference Replay - Investment Team - Small-Cap Growth

2024 Conference - Investment Team, Michael Baron

2024 Conference Replay - Investment Team - Focused, Small/Mid Cap, and Mid-Cap Growth

Conference Photo - Ron Baron on CNBC

2024 Conference Replay - CNBC

Conference Photo - Neal Kaufman

2024 Conference Replay - Investment Team - Real Estate, FinTech, and Health Care

2024 Conference - Investment Team, Joy He

José Barria

Eitan Chemerinski

Joy He

2024 Conference Replay - Investment Team - Emerging Markets and International Growth

Conference Photo - Investment Approach - Amy Chasen, Cliff Greenberg, Andrew Peck

Amy Chasen

2024 Conference Replay - Investment Approach

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2024 Conference Replay - Ron Baron Keynote

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David Baron

2024 Conference Replay - Next Generation of Leadership

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Gwynne Shotwell

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2024 Conference Replay - Meet the CEO – Gwynne Shotwell

2024 Conference - Fertitta

Frank J. Fertitta III

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Lorenzo J. Fertitta

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2024 Conference Replay - Meet the CEO – Fertitta

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Lee M. Shavel

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2024 Conference Replay - Meet the CEO – Lee Shavel

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Henry A. Fernandez

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2024 Conference Replay - Meet the CEO – Henry Fernandez

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India: The Rise of a New Asset Class

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Neal Kaufman Discusses Health Care Equities on Barron’s Live

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Webcast - Ron Baron Discusses Elon Musk's 2018 Compensation Contract on CNBC Squawk Box

DeepSeek Disillusion: Evaluating the Future of AI

Featured Fund

Baron Opportunity Fund

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