Joanne Feeney
speaker
259 appearances
6 recordings
2 series
first heard Nov 2025
last heard 8 Sep
Joanne Feeney’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Sep 2026 with 1.
Appearances
And that's why we like the chip suppliers still and the data centers, because they have other things that they're offering besides just running these models.
The security, the stability, the reliability, the data handling, all of that gives them, we think, a more durable moat.
that would sustain our profit margins.
Yeah, probably.
Yeah, so I I think this com competition story among the models is gonna take some time to play out.
I think you'll see that gap shrinking over time as more and more models come out with better and better better capabilities.
But you know, the demand uh will rise, yes, because of lowering costs uh on the inference side.
And that only then spurs more demand for more data centers for more NVIDIA chips, more Broadcom uh design chips, et cetera.
So you know you just have to
think about where the profit margins are gonna be maintained and where they're gonna start to shrink over time.
You know, I think one of the areas to really be a little bit worried about is the memory space.
And I I think they're they're so called priced cheaply, like micron at whatever it is, six times future earnings.
Bring it up.
There's a reason for that.
And and the reason is that those profits, those sales numbers have in large part been driven higher by massive price increases, hundreds of percent.
That's not going to be sustainable for
Forever.
And at some point we're gonna get more supply.
And even with you know some of the innovations we're seeing in high bandwidth memory, we're going to see those prices come down as more supply comes on.
Why?
Showing 61–80 of 259 · page 4 of 13
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