Signals investors should watch

What does it really mean to lead in AI when the headlines are loud, the claims are endless, and the real signals are often buried under hype?

In this episode, I sit down with Ed White from Clarivate to make sense of one of the most important questions in technology right now, who is actually leading the AI innovation race, and what does the data really tell us?

Ed leads the Clarivate Centre for IP and Innovation Research, where his team analyzes enormous volumes of intellectual property and innovation data to understand where technology is heading, who is building it, and which ideas are likely to shape the future. That matters because AI is no longer a side story inside tech. It is becoming an economic issue, a business issue, and increasingly a geopolitical one too.

Our conversation centers on fresh Clarivate research showing that AI patent filings passed 1.1 million overall by 2025, with growth accelerating at a pace that is hard to ignore. Ed helps unpack what that actually means in practical terms.

I found this especially interesting because the report does not simply point to the familiar names everyone already talks about. It also highlights academic institutions, automotive companies, and businesses working behind the scenes with far less noise.

What I enjoyed most about this discussion is that Ed brings a rare mix of technical depth and real clarity. He does not just throw out huge numbers and leave them hanging there. He explains what they mean for investors, enterprise leaders, governments, and anyone trying to understand where this market is heading next.

We also get into one of the biggest tensions in AI today, the balance between speed and assurance. That part really stayed with me. In a market obsessed with moving fast, Ed makes a strong case that trust, explainability, and usability may end up shaping who actually wins.

This is a conversation about much more than patents. It is about power, strategy, timing, and how innovation spreads across borders, industries, and institutions. If you want to cut through the noise and hear a more data-led view of the AI race, this episode will give you plenty to think about.

As always, I would love to hear what stood out to you most after listening, so please share your thoughts with me. When you look at the AI race today, do you think the real leaders are the companies making the most noise, or the ones quietly building for the long term?