Josh Gilbert

speaker

337 appearances 3 recordings 1 series first heard Apr 2026 last heard 27 Jul

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

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Recordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 1.

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FEAR & GREED | Business News · Q+A: Big Tech's AI spending is about to be tested · 27 Jul 2026 podcast

something like ServiceNow is saying, yes, there is this sort of layer in this sort of management, but it's moving.

And the idea now is that we've got AI agents, but there needs to be a software that manages those AI agents.

And that's where ServiceNow is like, okay, well, we are the platform that can do that for you.

They're going to need somebody to sort of be managing

you know, those agents and we can do that.

So there's a big gap between them.

And again, it's like anything I think with, you know, sort of levels like the AI boom, you're going to have winners, you're going to have losers.

And I think some of those bigger companies like Salesforce that really have the data behind them, you know, are going to be okay, but at the moment are really struggling.

I think the focus is literally just going to come down to that CapEx again, right?

Especially from what we've seen from Alphabet.

I think the expectation is really going to come from, you know, how much money these companies are spending again.

And, you know, Amazon was already at sort of close to sort of $200 billion before we got into this.

I think cloud growth is going to be really important.

Azure and AWS for Microsoft and for Amazon.

You know, after last week from what we saw from Alphabet, a strong quarter there.

doesn't mean anything because if you get a big spending raise at the same time you know market may not like it meta for me i think is the one that's probably most exposed to the question of how much they're spending because they actually don't have a cloud business so it's spending that sort of hyperscaler money without sort of the hyperscaler revenue

Ultimately, they're looking at, you know, it coming through in the ad business.

And I think Mark Zuckerberg has sort of maybe earned a little rope because the ad business is sort of doing really well.

But I think that, you know, when we look at those sort of names, CapEx is going to sort of be the main focus and can growth match that.

We've also got Apple.

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