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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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Managing Director<br/>Head of Technology Research, Portfolio Manager

Managing Director, Head of Technology Research, Portfolio Manager

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.

Head of Technology Research, Portfolio Manager

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Michael Lippert

Managing Director<br/>Assistant Portfolio Manager

Managing Director, Assistant Portfolio Manager

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.

Assistant Portfolio Manager

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Ishay Levin

Research Analyst

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. Akhilesh earned his Bachelor of Technology in Electrical Engineering from Indian Institute of Technology and his MBA from The Wharton School of the University of Pennsylvania.&nbsp;

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Akhilesh Kumawat

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News

News - 2026 Ron Baron on CNBC, SpaceX IPO - June 15, 2026 (Non-US)

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Ron Baron

News - Ron Baron Discusses SpaceX’s Public Debut, Elon Musk, and the Future of AI on CNBC Squawk Box, June 15, 2026 (Non-US)

 News - 2026 Ron Baron on CNBC, SpaceX IPO - June 15, 2026

News - Ron Baron Discusses SpaceX’s Public Debut, Elon Musk, and the Future of AI on CNBC Squawk Box, June 15, 2026

Portfolio Manager Insight Series

Webinar - Ron Baron on SpaceX: A Lifetime Investment Opportunity

SpaceX

Ron Baron on SpaceX: A Lifetime Investment Opportunity

News - 2026 Ron Baron on CNBC, SpaceX (Non-US Version)

News - Ron Baron on CNBC Squawk Box, May 12, 2026 (Non-U.S)

News - 2026 Ron Baron on CNBC, SpaceX

News - Ron Baron on CNBC Squawk Box, May 12, 2026 (U.S)

News - Bloomberg ETF IQ Featuring Michael Baron - 4.20.2026

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Michael Baron

News - Michael Baron Joins Bloomberg ETF IQ to Discuss Baron Capital’s ETF Launch and SpaceX Investment

News - Just for Funds - Baron Financials ETF

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Josh Saltman

News - Baron Financials ETF: A Growth Approach to the Financial Sector

News - Just for Funds - Baron Technology ETF

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Ashim Mehra

News - Baron Technology ETF: A Differentiated Approach Beyond Broad-Market Tech

Active ETF Webinar Series - Baron First Principles ETF (RONB)

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David Baron

Webcast | Active ETF Webinar Series | Baron First Principles ETF (RONB)

News - Randy Gwirtzman Highlights Attractive Small and Mid-Cap Stocks Amid Tech Turbulence

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Randolph Gwirtzman

News - Randy Gwirtzman Highlights Attractive Small- and Mid-Cap Stocks Amid Tech Turbulence

News - Inside RONB: Michael Baron on NYSE’s What’s the Fund

Active ETF Webinar Series - Baron Global Durable Advantage ETF

Alex Umansky

Guy Tartakovsky

Webcast | Active ETF Webinar Series | Baron Global Durable Advantage ETF (BCGD)

Active ETF Webinar Series - Baron Technology ETF

Webcast | Active ETF Webinar Series | Baron Technology ETF (BCTK)

News - Bull of Wall Street Podcast Featuring Ron Baron and Michael Baron

2024 Conference - Ron Baron on CNBC

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

Active ETF Webinar Series - Baron Smid Cap ETF

Laird Bieger

Webcast | Active ETF Webinar Series | Baron SMID Cap ETF (BCSM)

Active ETF Webinar Series - Baron Financials ETF

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

NYSE Live Interview

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

CNBC's Halftime Report

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2025 Conference - Ron on CNBC

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2025 Conference Replay - CNBC Squawk Box

2025 Conference - Expansion with Purpose, Michael Baron

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2025 Conference Replay - Expansion with Purpose

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

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Michael Kass

Anuj Aggarwal

Adam Sabban

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

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

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Jeffrey Kolitch

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

2025 Conference - Ron Baron Keynote

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

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

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Andrew Peck

Neal Rosenberg

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

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

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

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

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

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

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David Goldsmith

Cliff Greenberg

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

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

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Neal Kaufman

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

2025 Conference - Ron and Elon

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Elon Musk

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2025 Conference Replay - Afternoon – Ron and Elon

2025 Conference - Meet the CEOs: Finkelstein

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Harley Finkelstein

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2025 Conference Replay - Meet the CEO –  Finkelstein

2025 Conference - Meet the CEOs: Hoffmann

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Martin Hoffmann

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2025 Conference Replay - Meet the CEO – Hoffmann

2025 Conference - Meet the CEOs: Hall

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Eugene Hall

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2025 Conference Replay - Meet the CEO – Hall

2025 Conference - Meet the CEOs: Mansueto

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Joe Mansueto

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2025 Conference Replay - Meet the CEO – Mansueto

video - news - Michael Baron at FT Live, October 7, 2025

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

Video - Baron Growth Fund Outperforms Over the Long-Term

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Video - Baron Growth Fund Outperforms Over the Long Term

Video - An Optimistic Outlook for Baron Growth Fund

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

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

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

Portfolio managers Michael Kass and Anuj Aggarwal discuss recent U.S. tariff and economic policy changes, and how it could drive non-U.S. investment opportunities.

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

Video - Baron Real Estate Fund 15th Anniversary

Video - Baron Real Estate Fund - 15 Year Anniversary

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

Video - Ron Baron on CNBC 3.11.2025

News - Ron Baron on CNBC Squawk Box - 3.11.2025

DeepSeek Disillusion: Evaluating the Future of AI

Featured Fund

Baron Opportunity Fund