Osung Kwon
speaker
269 appearances
1 recordings
1 series
first heard Aug 2026
last heard 9 Aug
Osung Kwon’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 — 1 in all, peaking in Aug 2026 with 1.
Appearances
Um and we probably over undershot to the downside in July.
So I think the market is going to find the equilibrium over the next few months.
Okay.
And I we still see quite a lot of upside in AI.
No, I mean I think what happened in July, a lot of that was due to leverage in the system.
There was a lot of risk taking uh in
in April and May.
Mm-hmm.
And now that access have come out of the market
I think positioning is a lot cleaner, and there was also
some fundamentally sound but also narrative that were just that was just just being built around the tape, meaning with the tape coming down, people are coming up with these bear cases around AI.
Right.
Yeah.
Makes sense.
I mean some bear cases were actually, you know, reasonable.
For example, open source, what that means to the overall AI ecosystem.
There that brought in more uncertainty and you know volatility with it.
A lot of the fears around hyperscalers are not monetizing, they're over investing, this capex cycle is not sustainable has been debunked debunked.
from the hyperscaler earnings last year.
I see.
Showing 61–80 of 269 · page 4 of 14
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