Kim Forrest
speaker
171 appearances
11 recordings
2 series
first heard Nov 2025
last heard 16 Aug
Kim Forrest’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 — 11 in all, peaking in Jul 2026 with 5.
Appearances
I mean, I think the takeaway from all these announcements over the last, I don't know, 48 hours is that everybody's innovating and that is excellent.
I love competition.
I'm a capitalist, innovate, try to out-compete, do it, live that way.
But the fact of the matter is the CPUs that are the workhorses in just plain old cloud computing aren't necessarily going to be interesting or aren't necessarily going to look to NVIDIA.
NVIDIA loves the highest price product.
That's what it does.
And I'm sorry, the workhorse people need reliability.
They need it to look the same across their platform.
They need a lot of stuff that a new CPU chip isn't necessarily going to be interesting to them.
Now, in the world of AI data centers, sure.
But in the old fashioned ones that are going to have to persevere for decades, I don't know that that's really a competitor, NVIDIA.
Well, you know, how are things looking in the future?
I don't really even care about how things looked for last quarter, I have to tell you.
I'm looking for the next six months.
And I think especially on more consumer-leaning things like Apple, that might be, you know, the focal point for all investors is what new products are driving, you know,
consumers to the company and are they meeting demand?
That whole thing about how in demand are consumer items.
Microsoft has a little special issue.
I think there's a lot of concern that AI, maybe Claude, is going to replace a lot of software packages that make businesses run.
I don't know how true that is, but I think we're going to get a glimpse into how popular or
Showing 101–120 of 171 · page 6 of 9
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