Rob Armstrong
speaker
37 appearances
2 recordings
1 series
first heard Jul 2026
last heard 30 Jul
Rob Armstrong’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 — 2 in all, peaking in Jul 2026 with 2.
Appearances
And the share sold off.
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So what I think we're likely to see in the case of Microsoft, Meta, and Amazon is that dilemma playing out again.
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Can one of these companies get the mix right of saying,
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strong AI growth without the overwhelming and terrifying AI spending.
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I think they are.
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If we think about those big U.S.
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tech companies again, these had some of the best and most profitable business models because they were almost impossible to compete with.
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With AI, we don't know who the winners are going to be.
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And when you see Chinese companies making great AI models or making brilliant AI chips, you think maybe actually this is going to be a nasty competitive business rather than the oligopoly or monopoly business these great companies used to be in.
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It's interesting.
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The big tech stock that has done the best recently is Apple, which is sort of sitting out the AI investment wars.
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And you might think the other companies would look over at Apple and Apple's share price and say, hey, those guys have the right idea.
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However, I don't think that's going to happen, and I'll tell you why.
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I think the likes of Microsoft and Alphabet and Amazon believe
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that the alternative to competing in AI, even if it is a worse business than the businesses they used to be in, they believe the alternative is obsolescence.
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So in other words, they have a gun to their heads.
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It's AI or die, as it were.
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