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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 33 in all, peaking in Jul 2026 with 13.
Appearances
If we build it they will come.
Okay, maybe.
Well help us envision that future and and and what it looks like because there's there's the conversation too happening where there's no guarantee on this ROI.
D do you do you buy into that or do you think that there will be an ROI on this?
Are are are in in your view, are we talking about the right names?
Are we looking at the right names at least on the public equity side?
We're gonna talk to some venture capitalists a later a little later this hour.
You know, they're thinking about it from the perspective of okay, what are the early companies now we should be investing in?
But you focus on public markets.
Are we talking about the right names here?
Yeah, well we'll find out a couple of weeks what NVIDIA says.
August 26th is when they're scheduled to report their most recent quarter.
Uh Anna, before we let you go, you mentioned circular financing.
Certainly that gets a lot of attention, but increasingly we're hearing about concentration risk and and worries that some of these hyperscalers are really have two customers, Anthropic and and OpenAI.
What's your view on on concentration risk?
Yeah, well I'm I guess the question that that I have is who would take the place of those large customers at this point?
Anna Rathbun of Grenadilla Advisory joining us this morning on Bloomberg Tech.
Anna, thanks so much.
Do appreciate your time.
Well, coming up, applied materials beats expectations.
Showing 81–100 of 1,353 · page 5 of 68
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