Baillie Gifford’s tech insights editor covering semiconductor infrastructure, longevity technologies, and AI policy frameworks. Avoid consumer gadgetry or crypto pitches.
Kelion transitioned from BBC’s technology desk editor (2013-2021) to Baillie Gifford’s strategic communications team, where he now hosts the Short Briefings on Long Term Thinking podcast. This shift expanded his focus from consumer tech to deep-tech investment landscapes.
This November 2023 analysis dissected how transformer architectures revolutionized AI training efficiency. Kelion traced NVIDIA’s data center revenue growth (41% YoY) to hyperscaler demand, while questioning if new chip architectures could disrupt CUDA’s dominance. His methodology combined earnings call analysis with interviews from ML researchers at DeepMind and Anthropic.
“The real bottleneck isn’t just compute power, but energy-efficient architectures that can sustain exponential model growth.”
In this November 2024 piece, Kelion profiled longevity startups like Retro Biosciences while critiquing the “silver economy” narrative. He highlighted mitochondrial reprogramming therapies’ potential, contrasting them with more immediate opportunities in fall-prevention sensors and AI-driven drug discovery platforms.
This 2021 BBC investigation revealed how scammers exploit emotional narratives, tracking a fraudulent campaign that raised £250k before verification systems intervened. Kelion’s forensic analysis of metadata patterns became a case study for the Online Safety Bill’s fraud provisions.
Kelion prioritizes stories exploring how foundational technologies (e.g., transformer models) create unexpected opportunities. Example: His analysis of geothermal data center cooling systems spawned from AI’s energy demands. Pitch technologies enabling other innovations rather than standalone products.
When covering health tech, he demands mortality rate reductions or QALY improvements, not just technical specs. The Age Wave article specifically cited Neurotrack’s 22% improvement in early Alzheimer’s detection rates as a benchmark.
His AI governance reporting focuses on policy inflection points – pitch stories connecting technical capabilities (e.g., model explainability) to upcoming legislation like the EU AI Act’s high-risk classification thresholds.
Tech Tent Regular Contributor: Kelion’s 85+ appearances on BBC World Service’s flagship tech program established him as a trusted explainer of complex innovations. The show reaches 2.3M weekly listeners across 120 countries.
Scottish Financial Journalism Award (2024): Won in the “Innovation Reporting” category for his series on photonic computing’s potential to disrupt GPU markets. Judges praised his ability to translate optoelectronic engineering concepts into actionable investor insights.
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