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 monthsRecordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.
Appearances
Morgan's breadth of $18 billion of technology spend to drive insight there.
But importantly, cybersecurity,
artificial intelligence, those are resilient areas of spend.
Why?
Because the efficacy that you're seeing now from deploying AI in your organization exceeds the cost.
It is very much an ROI positive trade for people now.
So focusing on the right companies, defensible moats, clear and sophisticated management teams to manage the conflicts and competition that comes to the fore, and then being in a position to back the winners is very much where we're positioned.
I think it was exactly what I thought.
It turned out to be WINS, something that had originally pushed back the launch time this morning.
But it seems to have cleared.
We've got a new T-minus zero in about four minutes, I think.
Let me just check the time.
Five minutes, yes.
And I would not be surprised if they had another hold for WINS again.
Yeah, I think, you know, again, this is a small vehicle.
It's going to suborbital space, just basically kissing the edge of space and coming back down.
And so I think that it's really kind of indicative of the different sort of philosophies between SpaceX and Blue Origin where
SpaceX has test programs that they do out in public.
They fail fast, learn quickly, adopt those learnings, and then apply them to their next iteration.
And we get to follow along and watch that test program play out in real time.
Showing 81–100 of 252 · page 5 of 13
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