Matthew Bloxham

speaker
111 appearances 33 recordings 1 series first heard Jan 2026 last heard 14 Aug

Matthew Bloxham’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
7 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 33 in all, peaking in Aug 2026 with 7.

Appearances

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It's good news that they're kind of doubling their revenues at such a uh a frapper rate.
It's very similar to what's happening at Anthropic, obviously who's their big IPO rival.
Yeah, mm both of these companies expect us to go public sometime, perhaps the like half this year into twenty twenty-seven.
I think in recent months o uh OpenAI has been seen as lagging a little bit behind Anthropic, and the reason is because of the enterprise focus.
They are building the business.
I think though, uh OpenAI has has had to kind of turbocharge its development path this year because it's been overtaken by Anthropic.
And the difference there has been this focus on enterprise, so corporate customers, which has always been Anthropic's uh focus and that's really delivered great revenue momentum for them.
They are building the business.
I think though uh OpenAI has has had to kind of turbocharge its development path this year because it's been overtaken by Anthropic.
And the difference there has been this focus on enterprise, so corporate customers, which has always been Anthropic's uh focus and that's really delivered great revenue momentum for them.
It creates real-time, live, AI-powered, high-quality video. voice-verified
So, for example, if you are trying on voice-verified
suit it would give you a super high quality real-time rendition of what you would look like and that much better than the kind of things you see today the second area it works in is what we call kind of world models so it creates AI generated interpretations of the real world and that's really important for training physical AI things like robots so they when you actually deploy them in the real world they kind of act how you would want them to voice-verified
Now it may well be that Cisco is just being kind of cautious. matched
You know, it's effectively going to be roughly a doubling in AI revenues year on year. matched
So it's significant growth. matched
Uh and I think perhaps the management team are just trying to be prudent um about how they set expectations um with a view to probably beating those through the year. matched
It creates real-time, live, AI-powered, high-quality videos. matched
So for example, if you were trying on a suit, it would give you a super high-quality, real-time rendition of what you would look like in it, much better than the kind of things you see today. matched
The second area it works in is what we call kind of world models. matched
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