Bailey Lipschultz

speaker

473 appearances 18 recordings 1 series first heard May 2026 last heard 10 Aug

Bailey Lipschultz’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 18 in all, peaking in Jun 2026 with 8.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Apple’s Big AI, Siri and Software Launch · 8 Jun 2026 podcast

And the kind of those dynamics and what it means towards either uh chasing ETFs or being kind of benchmarked against the SP 500, which really is the only index that truly matters to most people. voice-verified

Bloomberg Tech · Cerebras Goes Public in Year's Biggest IPO · 14 May 2026 podcast

It tells us that there's untapped demand, Ed. voice-verified

When you look at a deal like this, more than 20 times oversubscribed, we reported before it even launched, there was $10 billion of demand. voice-verified

So these are huge numbers. voice-verified

This is the hottest stock, at least from an IPO perspective, this year, bar none. voice-verified

The big question, Ed, you asked me, you know, look at the market cap of where this could open. voice-verified

If we're getting closer to $80 billion, talking to folks on the buy side, they're still saying, you know, if NVIDIA's worth $5 trillion. voice-verified

Who's to say that this company doesn't easily trade closer to a hundred billion? voice-verified

Yeah. voice-verified

I don't know what you've been hearing about that from your side though. voice-verified

The big thing initially when they tried to go public call it two years ago was concentration risk. voice-verified

So G42 was pretty much their only uh customer. voice-verified

They've expanded that. voice-verified

Now you have OpenAI and others. voice-verified

And the big pitch, Ed, at least when I talk to folks on the buy side, is how broad based can that be if we're dealing with a market, especially as it relates to building some of the compute and everything that goes into building out the AI future, if this is just the start and voice-verified

in early innings, what does this ultimately look like? voice-verified

Call it five years from now. voice-verified

And the big question is back to your point earlier, if this is just the a drop in the bucket, there's a pretty much massive potential as it relates to going forward. voice-verified

Though again, all things considered, we've seen semiconductor index up what? voice-verified

Thirty percent since they started this process? voice-verified

Showing 421–440 of 473 · page 22 of 24