Sands Capital estimates that only 2-3% of the world's 1 billion office workers are currently using AI tools.

Sands Capital is skeptical of Huawei's recent chip announcements, noting that the underlying technology of chip stacking has been pursued by Taiwan Semiconductor Manufacturing Company for a decade and...

China is estimated to be a decade away from developing its own leading-edge lithography capabilities to compete with firms like ASML.

Daniel Pilling of Sands Capital believes China is approximately a decade away from developing its own leading-edge chip manufacturing capabilities due to a lack of access to EUV lithography from firms...

Daniel Pilling of Sands Capital estimates that only 2% to 3% of the world's one billion office workers are currently using AI tools.

Nvidia CEO Jensen Huang has predicted that the AI industry's capital expenditures will reach $3 to $4 trillion by 2030.

Daniel Pilling of Sands Capital predicts that Nvidia could generate nearly $1 trillion in free cash flow and $40 of earnings per share by 2030.