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 monthsRecordings per month over the last 12 months — 33 in all, peaking in Aug 2026 with 7.
Appearances
So there's going to be a lot more competition across all parts of the technology landscape going forward.
And yeah, this is kind of potentially really shake up the PC market.
Bloomberg News Now · US, Iran Agree to 60-Day Truce, Trump Is Mulling Deal, More · 28 May 2026
podcast
Salesforce is one of these legacy software companies which people are looking at to see whether they can transition into an AI-led environment.
And they're making some progress with their agent force AI tool on track to kind of generate annualized revenue of about $1.2 billion.
But that's just a few percent of their annual $45, $46 billion revenue.
Make decisions.
A poor decision is always better than no decision.
Bloomberg News Now · Axios: US, Iran Reach Deal, Trump Approval Still Needed, More · 28 May 2026
podcast
Salesforce is one of these legacy software companies which people are looking at to see whether they can transition into an AI-led environment.
And they're making some progress with their agent force AI tool on track to kind of generate annualized revenue of about $1.2 billion.
But that's just a few percent of their annual $45, $46 billion revenues.
Bloomberg News Now · White House Denies Iran MOU Report, Paxton Trounces Cornyn, More · 27 May 2026
podcast
That only holds if this big surge in sales and profit is sustainable.
And the question there is still this unanswered question about whether the AI boom is going to continue the way we're seeing it right now, because there's huge amounts of capacity being brought into the system by all the big hyperscalers and needs to be follow-up demands and sustained demand from corporates to kind of continue with that capacity demand for the coming four, five, six years.
Bloomberg News Now · Stocks Add to Gains, Iran Reported Draft MOU, Paxton Wins, More · 27 May 2026
podcast
This kind of really comes down to whether you believe this kind of demand surge for high bandwidth memory and those kind of chips is really sustainable or not.
We're seeing huge growth in sales and profit for these businesses on a 12-month view.
And that's kind of what's really pointing analysts to suggest that these companies still look relatively cheap.
on forward valuation multiples.
Bloomberg News Now · Optimism Over Iran War Lifts Futures, Texas Primary, More · 27 May 2026
podcast
This kind of really comes down to whether you believe this kind of demand surge for high bandwidth memory and those kind of chips is really sustainable or not.
We're seeing huge growth in sales and profit for these businesses on a 12-month view.
And that's kind of what's really pointing analysts to suggest that these companies still look relatively cheap on forward valuation multiples.
And from London, I'm looking at what all that means for markets, money and the wider economy.
Showing 61–80 of 111 · page 4 of 6
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