Patrick McGoldrick

speaker

252 appearances 1 recordings 1 series first heard Dec 2025 last heard 18 Dec

Patrick McGoldrick’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 — 1 in all, peaking in Dec 2025 with 1.

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Bloomberg Tech · Micron’s Rosy Memory Outlook Lifts AI Hopes · 18 Dec 2025 podcast

I would say we're very proud and excited investors to be backing OpenAI.

I think Sam and his team time and time again, despite a little bit of the negative news or the challenges associated with it, have demonstrated an ability to innovate on the product side.

to form formidable partnerships.

I mean, Disney and what they're doing there, as well as the partnerships with universities across the countries are emblematic of that.

It's not the first time that there's been a little bit of that focus and intensity of product market fit for them.

And so to us, we think it's a great asset.

We're excited to be investors in it.

And they continue to be synonymous with growth in large language model space.

And so I'll leave it at that, but it's certainly an exciting journey for the company.

I think there's a few things you have to root yourself in and just taking a step back at times and zooming out makes it a little bit easier to appreciate the growth in the private markets and AI in particular.

You go back three years ago, ChatGPT had just emerged on the scene.

We're at a billion monthly active users and it is one of the most intertwined assets within a tech stack at both the consumer level and the enterprise level.

You have growth curves being completely redefined.

That's the hardest part, I think, for public market investors is you have companies achieving $100 million of revenue, one to two years faster than their public SaaS companies did when they were private, at 20 to 30% the number of employees.

think about the compounding effects of that over time.

So yes, there will be, in any tech cycle, there are assets that are overvalued, there's excess, there are companies that may completely go bust, but inherent in every single tech cycle, cloud computing, infrastructure, 5G, mobile internet, there is a new cohort of companies that define those generations, and we think we're seeing many of those play out in the private markets.

I think it's very clear that defense technology and space is having a moment, and appropriately so.

I think the rate of innovation, the Starlink business, just a handful of years ago, there was a lot of speculation on what the monetization profile of that asset would look like.

For us, we are definitely focused on core assets where there's defensibility of spend from the chief information officer layer on the enterprise side.

We benefit from J.P.

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