Nancy Tengler
speaker
194 appearances
4 recordings
1 series
first heard May 2026
last heard 10 Jul
Nancy Tengler’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 — 4 in all, peaking in May 2026 with 2.
Appearances
Well, so I think you have to listen to the companies.
My team sits on all the earnings calls and we develop themes out of those earnings calls and then we discuss them.
And we're hearing it from a broad base across economic sector group of companies.
Not every company, but most companies.
I mean, you even heard it from GE Vernova that said, yeah.
We're benefiting from AI in the build-out, but we want you also to know that we're utilizing AI to produce our productivity, our margins, our output for employee as well, and managing the supply chain.
Just use Ask B on Bloomberg and it can save you a colossal amount of time.
as an analyst if, in fact, you utilize it.
So, I mean, we've been pounding the tech trade for about four years now on the theme of old economy companies pivoting to the new technologies and then, in fact, the companies that are the suppliers.
I think it continues, not forever, but for now.
Well, so I've talked about it quite a bit on your show that we got out of Meta.
I just didn't like the business model.
I didn't see the opportunity.
We went into Spotify, which at the time was a good transaction.
We were wrong about Meta to some extent, but we were right about Spotify.
And we now think that we are somewhat vindicated on the Meta model because they aren't able to monetize AI in a way that Google and Amazon can.
And even Microsoft are able to do.
They are able to improve their advertising business.
But Mark Zuckerberg has made these colossal pivots and been wrong in the past.
So we own all of the Mag 7 X meta.
Showing 161–180 of 194 · page 9 of 10
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