Caroline Hyde / Ed Ludlow

speaker

420 appearances 1 recordings 1 series first heard Apr 2026 last heard 8 Apr

Caroline Hyde / Ed Ludlow’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 — 1 in all, peaking in Apr 2026 with 1.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Tech Stocks Rally on the Back of Ceasefire Deal · 8 Apr 2026 podcast

is, you know, the power of those models is incredible.

And it is exposing a whole bunch of vulnerabilities out there that people didn't know existed.

That is really good for the cyber companies, you know, just from a business standpoint.

There's going to be more vulnerabilities exposed.

Bad actors are going to try and take advantage of that.

Enterprises are going to need to be defended in the right ways.

And so owning leading-edge, next-gen security providers is a really good place for investors to be at.

Brooke, I want to end this by going back to the ceasefire and the war in Iran.

You are an investor in some of the biggest hyperscalers and the deployers of capital expenditure, right?

And this president's central policy was to deregulate, expedite permits and hold those names accountable to energy spending.

Then we had the war in Iran.

And so just from the technology investors perspective, how your desk analysts and you are modeling for the wild card that is a president who on the one hand has an AI policy grounded in deregulation and letting them move quickly.

and then move to an escalated conflict in Iran?

Yeah, so with every investment we're making, we're running lots of scenarios on different parts of the business and what can happen and what can change.

So if you're talking about changes in the fundamental input costs of creating compute to run these models and to do things, as we project out where we think P&Ls and cash flows can look like, that's one of the factors that we're stress testing.

And we're saying, look, if power...

you know, goes up by X factor.

What does it do to the ultimate return on a dollar of GPU investment?

And how does that get priced in?

Similarly on other things like, you know, on memory supply.

Showing 101–120 of 420 · page 6 of 21