Isabel Lee
speaker
235 appearances
6 recordings
1 series
first heard May 2026
last heard 28 Aug
Isabel Lee’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jun 2026 with 3.
Appearances
A big deal because it shows you the rapid pace of development.
We also have Anthropic's annualized revenue, our run rate, crossing $47 billion in May.
That's compared to OpenAI, which has an annual run rate of over $40 billion.
So Anthropic is obviously the clawed chat GPT that all my friends seem to be using.
I need to probably use it more, but it just really shows the stunning pace of growth.
I want to talk next about NVIDIA.
Of course, the show wouldn't be complete without NVIDIA.
So NVIDIA will invest $1.5 billion in SB Energy and also an exclusive AI compute infrastructure provider at a tech campus in Ohio.
So what does this mean?
It just means, Ed, that NVIDIA has moved from just selling GPUs and to now financing the factories that produce GPUs.
Again, also a really big growth story that you have been following closely in your show.
And lastly, I want to talk about Okta.
Maybe it's not as talked about, but then Okta is the thing that also backs a lot of these companies.
Stock is down around 1.5%.
Even as Wells Fargo upgraded the stock to an outperform, they said that Okta is improving the end market demand and execution could generate a durable low-teens potential growth profile with a limiting downside.
So you see the stock there now lower by 1.5%.
But the price target of Okta was also raised at RBC and TD Cowen.
So really lots of tech news today.
And on this Monday morning, back to you.
Hi, and out of this world indeed, you see the stock rallying for the third straight day, and it's on track to surpass the market cap of Amazon and Microsoft to become the fourth largest company in the world.
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