Show Notes
Intuit’s transformation from a DIY financial software company to an AI-driven expert platform forms the backbone of this compelling conversation between the company’s Chief Technology Officer, Alex Balazs, and Magellan Portfolio Manager and Sector Head, Ryan Joyce.
Together, they explore how Intuit uses generative AI to deliver done-for-you solutions for its 100 million customers by blending huge amounts of data, deep domain expertise, and broad platform capabilities.
Alex shares his long-term vision for how AI will reshape the user experience, including video avatars, instant and secure money movement, and new forms of digital trust. With only a fraction of its total addressable market currently served, Intuit sees massive growth potential both in the US and globally — and believes it’s uniquely positioned to deliver the next wave of “killer apps” that truly empower small business prosperity.
More from MAGELLAN - In The Know
What did the latest reporting season reveal about the state of the Australian share market, and could the ASX’s potentially biggest IPO in decades, Firmus Technologies, reshape the picture?
Asset-backed credit is a well-established part of Australia’s lending market, but it operates quite differently from corporate and real estate private credit that has attracted much of the recent attention.
Cellnex owns and operates around 112,000 telecom towers across ten European markets, generating recurring, contracted revenue from mobile operators who have few practical alternatives once a site is built.
Geopolitical events are no longer just creating short-term market volatility, they’re reshaping the global investment landscape in more lasting ways.
How are data and AI reshaping the future of active investing?