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

And then finally, seven years later, it went to the moon.

But these things play out.

I do think we'll have the same sort of pattern in this sector that at some point we'll hit a peak, everything will crater, everyone will pile on and say, oh, see how stupid everybody was.

And then a few companies will go on and make all of the money that was lost worth it for the folks who are in the winners.

Yes.

I think that if you look at the idea behind what's happening with AI is it's a revolutionary new technology that will smash into the economy and have major changes.

And one of the theories that sounds right to me, certainly based on the internet and other technologies that have come in, is that the economy will now adapt and there will be three kinds of companies.

There will be traditional companies that

Refuse to use AI and ultimately lose their competitive advantage, or maybe they are in a business that has nothing to do with AI, maybe paint or something like that.

So it doesn't matter.

There will be companies that try to integrate AI into their traditional operations, and those would be analogous to the clicks and mortar companies back in the 1990s and since.

And then there will be companies that are built around AI.

So they're not providing the technology, but they are using AI.

in a new way and that's giving them the ability to

be vastly more productive or grow at a much greater rate.

And so I I think that that's the way we'll see the economy adapt.

And I do think the storytelling, it's not directly related to AI, although part of it is w one of the stocks that fascinates me right now, and this will be the exception to my declaration that there's no bubble in broader technology.

is Tesla.

Tesla has always traded in a multiple that it has

Almost nothing to do with its current operations and everything to do with Elon Musk.

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