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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 26 years of research experience.

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Michael Lippert

Ishay Levin is an Assistant Portfolio Manager and Research Analyst at Baron Capital, where he focuses on software, aerospace and defense, electrical equipment, and automotive companies.<strong>&nbsp;</strong>He joined the Firm in 2015 as a Research Analyst and has 12 years of research experience. Earlier in his career, he was a vice president on the direct investing desk at Hudson Bay Capital Management. Ishay earned his MBA from The Wharton School of the University of Pennsylvania and graduated with honors from Haifa University in Israel with a BA in Multidisciplinary Studies. Before his career in finance, he spent more than a decade as a pilot, living and working across three continents—Africa, Asia, and North America.

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Ishay Levin

Akhilesh Kumawat is a Research Analyst at Baron Capital focused on the AI ecosystem, including AI models, cloud infrastructure, semiconductors, hardware, networking infrastructure, and quantum computing. He joined the Firm in 2024 and has 5 years of research experience. Previously, he was a senior research associate at Bernstein Research, where he covered U.S. semiconductors and semi-cap equipment. Earlier in his career, he held various roles at startups in the renewable energy and mobility industries and worked as a reservoir evaluation engineer at Schlumberger.

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Akhilesh Kumawat

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News

2024 Conference - Ron Baron on CNBC

Ron Baron

Michael Baron

News - Ron Baron and Michael Baron on Bull of Wall Street Podcast - December 10, 2025

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Josh Saltman

Webcast | Active ETF Webinar Series | Baron Financials ETF (BCFN)

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Michael Baron and Ron Baron Join NYSE Live to Discuss Baron Active ETFs

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CNBC's Halftime Report

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2025 Conference Replay - CNBC Squawk Box

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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

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

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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

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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

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

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Baron Opportunity Fund

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