Martin Orton
speaker
57 appearances
2 recordings
1 series
first heard May 2026
last heard 23 Jun
Martin Orton’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 — 2 in all, peaking in Jun 2026 with 1.
Appearances
But yes
There are these idiosyncratic reports that suggest we are seeing a little bit of movement on that front.
You know, I think there's early signs that are pretty positive in terms of adoption by current employees.
So I think everyone at this point is using the chatbots on a regular basis to do, you know, low value research.
But I think the bigger question is this AI agent deployment, what that looks like.
And you are seeing companies
talking about that in real time and beginning to structure workflows around it.
I think we're very early obviously on the adoption of that, but that is where I think a lot of this um AI productivity can stem from.
Well, I think you do wanna see signs that they are monetizing it, right?
If you're in a supply constrained world that demand should be moving earnings and you wanna see
Some evidence of that.
But of course, when we're talking about the supply constraint, we're also talking about supply constraints constraint in areas that would infect the likes of NVIDIA.
So memory chips, for example, and what does that mean for gross margins and how are they navigating that?
I think those are important questions at the moment.
But I think the bigger picture, and I caught that interview yesterday, I think the bigger picture that Jensen Wong is pointing to is this massive supply and demand mismatch.
Match that will carry through not just this earnings report, but for several quarters years to come as this all plays out.
So I really agree with his comment that this is inning one, inning two on the AI build.
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