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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

Bloomberg News Now · Producer Price Growth Decelerates, Iran Says It Controls Strait, More · 13 Aug 2026 podcast

So it creates AI-generated interpretations of the real world, and that's really important for training physical AIs, things like robots, so that when you actually deploy them, matched

in the real world, they kind of act how you would want them to. matched

Bloomberg News Now · Core Inflation Subdued, Upset for Democratic Socialists, More · 12 Aug 2026 podcast

For me, to be honest, what was more significant was the positive guide they gave on the margin outlook and actually their margins in the course were good too.

And that's largely reflective of pricing power, you know, and that reflects this uh this big um disparity between demand for AI compute capacity and supply.

They have that supply and they've got pricing power, so I think that's encouraging for them.

Bloomberg News Now · Trump: Iran Responsible for Houthis, AI Spend Sinks Stocks, More · 23 Jul 2026 podcast

The revenue growth was good, particularly in the cloud business. voice-verified

The ad sales business was a bit soft. voice-verified

I think perhaps where some of the disappointment may have been was in the growth in the order book, the pipeline of incremental demand they've got coming through, which grew quarter on quarter, but not spectacularly so. voice-verified

And I think so that kind of leaves this bigger disconnect between how quickly they can generate a return on that incremental capital spending and will it be a big enough return. voice-verified

Bloomberg News Now · Trump Ramps Iran Threats, DHS Boosts Immigration Arrests, More · 22 Jul 2026 podcast

They've done a good job of defending that anchor business in search advertising and evolve it towards AI.

And also they've been kind of gaining traction online.

in the enterprise AI market, obviously building a big cloud business.

It's how all those things fit together and whether they're going to look to increase their investments again.

Africans need to invest.

There are deals to be done and business to be won.

Bloomberg News Now · Stocks Fall, US Widens Iran Hits, WSJ: AMD-Anthropic Deal, More · 22 Jul 2026 podcast

I'd put it into two buckets.

There's the resilience of their search advertising business, which is where they make by far the majority of their cash flow.

And then also the returns, if they're getting any yet, on their AI investments and how those two things kind of weave together.

Bloomberg News Now · Trump Reimposes Iran Blockade, Recommends Graham's Sister, More · 13 Jul 2026 podcast

I think direct investors in Korea and SK Hynix perhaps have painful memories of the historical cyclicality we've seen in this industry and aren't yet prepared to buy into a permanent shift in that dynamic.

Bloomberg News Now · Stocks Open Week Lower, Trump: US Will Take Over Hormuz, More · 13 Jul 2026 podcast

Two very different views of the world here going on, I think, particularly when it relates to AI.

Showing 21–40 of 111 · page 2 of 6