Carol Massar
speaker
1,353 appearances
37 recordings
3 series
first heard Dec 2024
last heard 12 Sep
Carol Massar’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 — 33 in all, peaking in Jul 2026 with 13.
Appearances
How does it compare to what the latest is from Anthropic, the its chief rival?
The w okay, we're talking top line here.
Do we know anything about the bottom line and how what expenses are and and and cost of revenue here and and what it's spending?
Oh.
Ooh,
Bloomberg's Rachel Metz out there on the West Coast.
Rachel, thanks for the update.
We're gonna keep asking you those questions about top and bottom lines at these companies.
Appreciate your time.
Well, strategists at Citigroup and Bank of America are finding that the CHIPS index is in quote bubble land after it rose over two standard deviations above its long term trends in real terms.
As risks develop in the AI trade, our next guest argues that early winners aren't necessarily
Winners forever, an early winner NVIDIA is at the center of it all.
Grenadilla Advisory Founder and CEO Anna Rathbun joins us now.
Anna, you talk about this quote duration mismatch between the realities of AI infrastructure and investor expectations.
How do you quantify that?
Okay, but but how how longer term?
I mean when we're at least when we're talking about memory makers, w we still hear about twenty thirty over and over again.
I mean the visibility i in over quarter to quarter is I think tough for a lot of people to comprehend.
How much time do we have to wait?
A sort of field of dreams.
Showing 61–80 of 1,353 · page 4 of 68
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