Parmi Olson
speaker
14 appearances
3 recordings
1 series
first heard Feb 2026
last heard 6 Feb
Parmi Olson’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 — 3 in all, peaking in Feb 2026 with 3.
Appearances
Bloomberg News Now · Stocks and Bitcoin Rebound, Benghazi Suspect Arrested, More · 6 Feb 2026
podcast
It does feel like this is a gradual shift and we're seeing it continue to happen.
And there's definitely going to be some kind of questioning in the market about whether they deserve these premium valuations when they are spending quite so much.
Bloomberg News Now · Stocks Open Higher, Amazon Sinks on AI Spend, Iran-US Talk, More · 6 Feb 2026
podcast
really intrigues me about this is this kind of almost an identity shift for these companies.
Because if you think about why they're so valuable in the first place, it's that they're asset light, right?
Like they have a lot of staff and they maybe have some data centers, but then they build this incredibly valuable software and they have incredible margins.
Now they're becoming these kind of capital intensive infrastructure operators.
They're almost like telecoms now.
What really intrigues me about this is this kind of almost an identity shift for these companies.
Because if you think about why they're so valuable in the first place, it's that they're asset light, right?
Like they have a lot of staff and they maybe have some data centers, but then they build this incredibly valuable software and they have incredible margins.
Now they're becoming these kind of capital intensive infrastructure operators.
They're almost like telecoms now with all this CapEx spending.
So it does feel like this is a gradual shift and we're seeing it continue to happen.
And there's definitely going to be some kind of questioning in the market about whether they deserve these premium valuations when they are spending quite so much.
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