Paresh Dave
speaker
184 appearances
3 recordings
1 series
first heard Feb 2026
last heard 3 Apr
Paresh Dave’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Apr 2026 with 1.
Appearances
from being blazed over in other technology revolutions over the past two decades.
I mean, it's appalling how much traffic has been lost across the media landscape because people are just looking at AI overviews or they're getting information from other non-Google chatbots.
And this money gives them some cushion in the short term to figure out how to get subscribers or explore new business models.
There could be avenues for promotion or advertising to make sure that when Meta AI answers a certain question, maybe a medical publication is the first answer that always comes up if they have information on it.
And it could be a promoted result with some sort of exchange of money possible, maybe both ways.
I think there are going to be creative solutions as media companies try to ensure that their brands are not lost in the chatbot revolution.
It equals a nice cozy home for XAI, which is losing a lot of money.
And so Elon needed a way to sort of continue growing AI and developing the Grok chatbot.
And this is sort of a cozy home where he can stash XAI within this big...
what we think, at least on an adjusted profit basis, is a profitable venture in SpaceX because their Starlink business has been doing really well.
And, you know, the business of putting rockets into space is also pretty good.
It does in the sense that to be successful, I was speaking to an investor recently who's really studied this idea of space data centers.
And their point was to be successful, Starship needs to be successful.
And that's the really big rocket that Elon Musk has been working on.
They've launched it about a dozen times, a couple of successes, but there's still a lot to learn.
And right now, estimates are that each of those rocket launches maybe cost over 100 million dollars.
It's a lot of money that they need.
And yes, while they have some money coming in the door from the Starlink business, there's an opportunity through an IPO to raise even more money.
And it doesn't hurt to have that sort of AI business and the Rocket business together to raise even more money.
Investors, I think, if anything, they're going to kind of be pleased with this because one of the biggest frustrations that we've heard over the years from Tesla, SpaceX, X investors, has been Elon is doing too much.
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