Henry Blodgett

speaker

573 appearances 1 recordings 1 series first heard May 2025 last heard May 2025

Henry Blodgett’s voice in public audio — every appearance, attributed to the second.

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Odd Lots · Henry Blodget on AI, Dot-Coms, and What's Changed In 25 Years · 5 May 2025 podcast

So fascinating.

And so that was the leverage.

And so something will be happening here that's like that.

That's like

And maybe a lot of companies are panic spending on AI because they don't want to look like they're behind the times.

Maybe a lot of consumers are trying AI and they're

Not going to actually figure out how to use it in a way that's profitable.

So there may be a lot of leverage getting built into the system.

And by the way, the very obvious one is we have this theory right now that open AI, you know, it's all about just building bigger clusters and spending more on CapEx and Microsoft.

Yeah.

Now they're all spending $80 billion a year on CapEx.

We may have another deep seek moment where it's suddenly like, oh, wait, we can do it with a little software.

But we don't need to spend all that much on the chips.

And then we're the everything's gonna crash.

That's right.

And that is absolutely happening.

We're seeing it.

And then the other thing that I think people aren't talking about, and I said it earlier, I said, Oh, Nvidia, my goodness, it's one of the big, the pure play way to play AI.

It's only trading at 30, 35 times earnings.

That's reasonable.

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