Peter Elstrom

speaker

634 appearances 21 recordings 1 series first heard Nov 2025 last heard 10 Sep

Peter Elstrom’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.

Appearances

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Bloomberg Tech · Amazon Soars, Apple Struggles, AI Faces New Scrutiny · 31 Jul 2026 podcast

That's that's not uh forbidden in any. voice-verified

In any case, this is a loophole that some of the China hawks have wanted to close for a long period of time, but at least at this period of time you can't still access there. voice-verified

Bloomberg Tech · AI Trade Stumbles as Chip Stocks Slide · 28 Jul 2026 podcast

Yeah, that's right. voice-verified

Uh Ed as as you know, as you've talked about many times on this show, we've had these valuations in the AI industry that have gone up and up and up and up. voice-verified

And now we're seeing them start to come back down with some additional momentum as you were referring to earlier. voice-verified

I think there are a few different areas where we've seen causes for concern. voice-verified

Part of it is CapEx spending. voice-verified

We saw Alphabet report last week. voice-verified

They said they were gonna raise their capex. voice-verified

That that hit their stock pretty hard. voice-verified

A few months ago that would have helped their stock, and in fact this time it was the reverse. voice-verified

I think when it comes to the China competition, there are concerns on a number of different fronts. voice-verified

Moonshot, of course, gave us a wake-up call that the AI models in China are very good. voice-verified

It's not just Deep Seek. voice-verified

You also have Moonshot, you have Alibaba, you actually have quite a few of them that are very strong. voice-verified

There was this report that you're alluding to that the Chinese are actually making progress in lithography, the machines that are used to make chips. voice-verified

That would hit ASML in particular and may be able to provide uh more cost advantageous uh machines for China. voice-verified

And then on top of that you had CXMT go public this week. voice-verified

I think this we maybe haven't talked about enough. voice-verified

This is really the fourth big uh memory chip maker out there. voice-verified

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