Phil Mercer

speaker

525 appearances 2 recordings 1 series first heard May 2026 last heard 21 May

Phil Mercer’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 — 2 in all, peaking in May 2026 with 2.

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Bloomberg Tech · SpaceX Files for Nasdaq IPO · 21 May 2026 podcast

Many of them come on the show and we say, okay, what's the biggest constraint on you right now? matched

Where are you most focused? matched

And oftentimes it is compute. matched

And they're sometimes super proud that they are working on NVIDIA gear. matched

But are they accessing that compute through the cloud provider or are they able to get the cluster themselves, direct control? matched

What did that look like, Sarah? matched

Sorry to interrupt you, but literally... matched

Yeah, we matched

The state of play that Jensen describes is demand vastly outpacing Nvidia, but also in aggregate, the industry's ability to supply. matched

On the other side of the table, would you say that that state of play is true for the founders that you're trying to help grow? matched

being honest. matched

Yeah, matched

Yeah. matched

While you're here, if you don't mind, SpaceX S1, wow. matched

You have a big event today, right, where I believe some of the Cursor guys will be there. matched

And so we learn a little bit about that. matched

But there's this number, total addressable market for AI, $26.5 trillion, super focused on enterprise. matched

They literally label it as such in the deck. matched

Go ahead. matched

I mean, matched

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