Keith Dear: AI Bull and Bear Part 1 ‒ The Bull Case

In this episode of the Why Invest? podcast, hosts Luke Hyde-Smith and Tom Saville speak with Keith Dear, founder of Cassi AI and former adviser to the UK Prime Minister on science, technology and defence. Keith shares his bullish perspective on the rapid development of artificial intelligence.

The conversation explores how advances in reasoning models, compute and autonomous AI “agents” are changing what machines can do. Keith also discusses the work of Cassi AI, which focuses on improving forecasting and decision-making, and how these capabilities could reshape sectors such as defence, government and financial services.

They also examine the broader implications of AI, from its potential to drive significant productivity gains and innovation, to the risk of widespread economic disruption.

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