Josh Brown

speaker

8,054 appearances 21 recordings 2 series first heard Feb 2026 last heard 7 Aug

Josh Brown’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 6.

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Is this even remotely possible that, forget about a trillion, can they get to 300 billion?

Can they triple revenue by next year?

But if they need more hardware- If it's superintelligence, isn't that a problem it could work on?

But what if it's just a lack of hardware that they need?

Like, what if there's just not enough data center power?

I don't know what the I'm talking about, but like the chips, the stuff that this, like, what if there's just not enough?

That's my point.

Sam Altman said this to Patrick.

He said, Patrick said like, what could reverse this shortage of compute?

And one of the things that he threw out was maybe the models get so much better and they sort of hack it.

That's going to happen.

But did you see the chart that Bernstein made about the EPS expectations for Micron, Samsung, and SK Hynix?

It has them going all the way up and coming all the way back down in 2027 and 2028.

That's it.

But what if everybody records their lives and it does become socially acceptable?

I mean, I hope it doesn't, but is it inevitable?

No, you didn't.

Rewind.

All right, we're not friends anymore.

And by the way, get out of my house.

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