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 monthsRecordings per month over the last 12 months — 179 in all, peaking in Jan 2026 with 39.
Appearances
joining us.
Now, look, for that AI deployment, you need the hyperscalers to spend.
And boy, are they on track to spend, at the moment, over $700 billion on AI infrastructure.
A new macro analysis, though, suggests there's limited evidence that the payoff thus far justifies the extreme cost.
Tatiana Darrier is here with us from New York to break it all down.
Tatiana...
Your piece actually caught my attention because I thought it was positive about the fact that people are using AI, deploying AI in their businesses, and actually the labor market is climbing at the same time.
So maybe we relieve some angst about labor and AI, but the angst about paying for infrastructure and AI.
What was the data that showed you that we're really not seeing a payoff for these hyperscalers yet?
got some key CEO conversations to come up and we've had some big volatility in the stocks that they represent.
Roblox up by 15%.
This as they move aggressively, they say, to adopt safety precautions.
It's all about age verification, but it's perhaps putting some friction into new users.
We're down 15%.
Twilio ramping up 17%.
The age of AI is an inflection point.
We have both of the CEOs on later in the show.
Stick around for that.
Ed, what else?
confidence with that quote saying we've got a vertical wall of demand.
Showing 1301–1320 of 8,902 · page 66 of 446
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