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

Appearances

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The the digital gym majors and you know like the philosophy guy this I find this amazing.
reasoning
yeah.
I think Dylan, you've done exceptional job in in covering what's happening in the AI harbor space, AI semi space and now more and more data center space as well.
And
Just looking at it, currently the most valuable company on the planet is an AI semicompany, right?
The I think biggest IPO so foreign AI was an AI cloud company.
This is currently where it's happening, right?
In any gold rush in the early days is the pigs and troubles that make money.
And I think this is the stage that we're in.
So super excited to have you here today.
Before.
But isn't it even more interesting?
OpenAI cannot control how much computer wants to allocate to you, right?
If we're in a high load situation, maybe tune the router a little bit so it's less, right?
Maybe Skype.
I have no idea what they're doing behind the curtain.
But there's this meme out there at the moment that basically all they did, which is a meme, right?
It's not true.
But all they did is take all three plus a couple of smaller models, put a router in front, and offer that at a lower blender price, essentially.
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