Alex Kendall
speaker
69 appearances
2 recordings
1 series
first heard Feb 2026
last heard 3 Sep
Alex Kendall’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.
Appearances
Bloomberg Tech · Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy · 25 Feb 2026
podcast
Stellar isn't good enough and the stock will initially bounce and then maybe it goes down as people start to say, yeah, we already know this, excite us, give us something new.
Yeah, a new product category.
But even then, at this point, the numbers are so huge.
We're talking 60% year-on-year growth for a company that's got tens of billions of dollars of revenue from one unit.
That unit happens to be bigger than pretty much any other chip company.
What do you do that can rival that?
What do you do that can make an impression on that?
So that's obviously difficult.
Really, the expectation is keep feeding us, keep feeding the beast, keep creating that belief that AI is going to continue and is going to change the world economy.
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