Chris Bradley

speaker

314 appearances 1 recordings 1 series first heard Mar 2026 last heard 29 Mar

Chris Bradley’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.

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Motley Fool Hidden Gems Investing · A Century of Plenty: The $700 Billion AI Supercycle · 29 Mar 2026 podcast

We're gonna go from an economy that's all about combustion to one that's all about spark.

And it's actually a really different, that's why many commentators are saying, can we stop using climate change as a justification to electrification?

And use electrification as a justification to electrification because it's an amazing force.

It's cleaner, it's more efficient, and it's really going to build a complete new kind of electro stack of technologies that are going to make all our lives much better.

oh, I think you just have to follow the money.

And if you look where the investment's going and this wave of investment into compute, and as we've talked about the $700 billion that was spent last year, one thing many of your listeners won't realize is we haven't seen that $700 billion yet because the lag from building a data center to it turning up in a model and in turn on product

It's like looking at stars coming at us from space, but we're only seeing the light that's reached us so far.

So we haven't seen anything yet.

And the idea that that technology, you know, has a shelf life of five years, I think that's nuts.

I mean, my whole career at McKinsey, more than 25 years, we've been digitizing the economy.

I don't think it's going to be any different for the next 25 years.

We're going to be AI-ing the economy.

Thanks, Rachel.

It was a real pleasure.

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