Caroline Hyde

speaker
8,902 appearances 181 recordings 4 series first heard Aug 2025 last heard 12 Jun

Caroline Hyde’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
39 · Jan OctJan 26AprJulnow

Recordings per month over the last 12 months — 179 in all, peaking in Jan 2026 with 39.

Appearances

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And then there's other days where we have anxiety about just supply restraints.
Whether they're able to build out compute, whether they're able to afford compute.
How much are you seeing on an
Where there has been a lot of anxiety has been software.
And look, Datadog actually calls itself an AI-powered software provider.
They're giving tools for AI coding.
They're they're also all about the networking infrastructure.
But but how are companies getting sort of wheat and chaffed by investors right now as to whether they can harness AI growth or whether they're gonna be left behind?
This is all in the context of of disruption from a macro perspective, from a geopolitical perspective.
Like how how does a long term investor who loves the idea of AI and quantum deal with the here and now of the straight-off moves, which does affect helium, which does affect chips?
Where are you seeing new appetite?
Like you're someone who thinks around opening new ETFs, you like you harness the appetite that there was in crypto, particularly in AI infrastructure, in space, in quantum.
And we've got a key IPO to be talking about in the world of satellites.
And I know that you've got exposure to the world of satellite and defence tech.
Sylvia Javonsky, it's great to have you on of Defiance ETFs coming up.
We talked to that CEO.
Hawkeye 360.
It's a satellite surveillance firm.
It just rated $416 million in its IPO.
This is Bloomberg Tech.
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