Michael Batnick

speaker

1,227 appearances 5 recordings 1 series first heard Jun 2026 last heard 6 Aug

Michael Batnick’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 — 5 in all, peaking in Jul 2026 with 2.

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But what they're the way that they're positioning the market opportunity, and listen, we all know that Elon's a showman. voice-verified

It's sort of silly, but he has a twenty eight voice-verified

True. voice-verified

Trillion? voice-verified

Yeah. voice-verified

Twenty eight just really I was about to say Billy. voice-verified

Twenty eight trillion dollar TAM for the artificial intelligence, enterprise applications, whatever. voice-verified

So XAI is a critical piece to this. voice-verified

I am am pretty ignorant into what that business is. voice-verified

I know there's partnerships with open AI and I there's so many moving parts. voice-verified

But if that's a crown jewel, all right, can you help us help us understand what's going on there? voice-verified

eight trillion. voice-verified

literal sci fi shit. voice-verified

This is like aliens, uh the movie. voice-verified

For sure. voice-verified

But what would do you think anybody would be landing rockets back on Earth five years ago? voice-verified

No, I'm not saying I'm not saying that it's not gonna happen. voice-verified

I'm just saying like that's it's hard to wrap your voice-verified

I am very excited to hear um the first earnings call. voice-verified

What do you think are gonna be some of the biggest questions from analysts on that call? voice-verified

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