Guido Appenzeller

speaker
1,314 appearances 8 recordings 1 series first heard May 2025 last heard 15 Jul

Guido Appenzeller’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
1 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 1.

Appearances

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I mean what what's what's your guess?
Give give us a number.
What's the cap?
Cap?
it's crazy.
So I think
I mean if it looked at a risk return.
perspective, right?
These bits were totally worth taking.
Yes.
If you look at it from I'm a CEO, I want to have uh you know, predictable quarters for Wall Street, it's a very different story.
And I think that's sort of where part of detention is from now.
They consistently delivered in the first one we did not.
No stepping required, it's immediately in the market, then being ready with drivers and and you know, all the infrastructure on top of that.
It's just super impressive.
capitals is like the question.
He he has been investing up and down the supply chain a little bit though, right?
Investing in in the kind the neo clouds, investing in some of the model training companies.
know, right?
I think I think like we'll quote you for the next round that we're waiting.
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