Matt Bryson

speaker

16 appearances 4 recordings 1 series first heard Jan 2026 last heard 24 Jan

Matt Bryson’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 — 4 in all, peaking in Jan 2026 with 4.

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You don't know with their guide how much is the disappointment on the top line.

Is it their inability to fulfill demand?

or is it just demand has dipped?

So it's a little bit hard to tell.

When Intel tells you that they're really supply constrained, you don't know with their guide how much is the disappointment on the top line.

Is it their inability to fulfill demand or is it rather just demand has dipped?

I think there's been a whole lot of optimism around Intel potentially turning a corner.

You have their new 18A products out.

And that really is going to define what Intel looks like moving forward.

Do they get these new process nodes to work?

And hearing that yields are difficult, that's not a great start.

Bloomberg News Now · Fed Chair Pick Latest, Intel Weak Forecast, More · 22 Jan 2026 podcast

I think there's been a whole lot of optimism around Intel potentially turning a corner.

You have their new 18A products out.

And that really is going to define what Intel looks like moving forward.

Do they get these new process nodes to work?

And hearing that yields are difficult, that's not a great start.

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