Anshu Sharma
speaker
93 appearances
1 recordings
1 series
first heard May 2026
last heard 28 May
Anshu Sharma’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
You mentioned AI's third inflection, which is a term that I'm not familiar with.
So what is the third inflection?
Maybe give us a quick history lesson on the first and second inflection.
And where does this moment lead?
That's the 10 to 15 year view.
But along the way, there can be bumps in the road.
And like people often look at the internet, there was obviously a big bump in the road.
And then some great business models emerged on the other side of that bump.
When you're thinking about managing a portfolio and managing risk in a portfolio, you've got to be conscious of any of those bumps coming up and adjust accordingly.
What are some of the warning signs you would be looking out for to see maybe we're approaching bubble territory or maybe we've got a bit over our skis and there might be a correction coming?
I saw an interesting thing yesterday.
An NVIDIA engineer was saying that because tokens are getting so expensive and they're using so many tokens, now it's sometimes cheaper to just hire a human than to use AI.
Does that become a thesis breaker?
So you said part of your framework is understanding that there's a continuum and understanding the right questions to ask.
To the model.
Without giving away your secret sauce.
If you want to give us your secret sauce, that would be great.
In a moment like this when disruption is moving so quickly and I guess there's so much uncertainty in so many different parts of the world, what are the questions you're asking now?
And as you think about what is next on the continuum, what does your model tell you or where does your brain go?
Yeah, well, let's go one at a time because I've got a few CES follow-ups on robotics and then I'd love to talk about China as well.
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