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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

Active ETF Webinar Series - Baron Global Durable Advantage ETF

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Alex Umansky

Guy Tartakovsky

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

Active ETF Webinar Series - Baron Technology ETF

Ashim Mehra

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

Ron Baron

Michael Baron

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

Randolph Gwirtzman

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

Active ETF Webinar Series - Baron Financials ETF

Josh Saltman

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

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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

BC Logo

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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

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Video - Ron Baron on CNBC 3.11.2025

News - Ron Baron on CNBC Squawk Box - 3.11.2025

Webcast - The Next Investment Frontier: SpaceX and the Aerospace Revolution

Baron Capital CEO Ron Baron and assistant portfolio manager and research analyst Ishay Levin explore the rapidly evolving aerospace industry and the long-term investment potential of SpaceX.

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The Next Investment Frontier: SpaceX and the Aerospace Revolution

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

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

2024 Conference - Investment Team - Small Cap Growth

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2024 Conference Replay - Investment Team - Small-Cap Growth

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

2024 Conference - Investment Team, Michael Baron

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

2024 Conference - CNBC

Conference Photo - Ron Baron on CNBC

2024 Conference Replay - CNBC

2024 Conference - Real Estate, FinTech, Health Care

Conference Photo - Neal Kaufman

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

2024 Conference - Investment Team - Emerging Markets and International Growth

2024 Conference - Investment Team, Joy He

José Barria

Eitan Chemerinski

Joy He

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

2024 Conference - Baron Capital Investment Approach

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

DeepSeek Disillusion: Evaluating the Future of AI

Featured Fund

Baron Opportunity Fund