Phil Mercer

speaker

6,555 appearances 112 recordings 5 series first heard Feb 2025 last heard 6d ago

Phil Mercer’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 — 110 in all, peaking in Aug 2026 with 38.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Oracle’s Cloud Growth; Debate Around AI Risks · 11 Sep 2026 podcast

I think we should talk about leverage. matched

I was I was talking about it with our guys at Bloomberg Intelligence this morning. matched

You know, they have a hundred and twenty billion dollars of debt on the balance sheet, cash and cash equibs thirty six billion dollars. matched

A negative free cash flow was not as bad as expected, but everyone still seems pretty calm about that. matched

Um if you compare th th that that rate of leverage to other hyperscalers or the average unadjusted base on the S P five hundred, how do you feel about it? matched

I get it matched

You're looking at this from the equity side of the story. matched

So you you took us to tokenomics. matched

I find this fascinating. matched

You know, Astra was trained in in uh the Abilene site, and if Astra is a commercial success, frankly, it's run um from a token generation perspective. matched

Flight for Oracle, that's good, right? matched

Uh Stefan, you're global head of software research and there was another earnings out overnight which is Adobe. matched

They gave a forecast that, you know, there was a range on the street, but it basically is disappointed. matched

What what's the Adobe story here to your mind? matched

Stefan Slavinski of BMP Parabra. matched

I've really enjoyed our time with you this morning, covering both those earnings. matched

Thank you very much indeed. matched

Now coming up, the top Pentagon official is pushing back on fears of AI doomerism. matched

We've got more on what is the only debate in Silicon Valley and around the technology world right now. matched

Thank you. matched

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