Robert Kaplan
speaker
125 appearances
8 recordings
2 series
first heard Jan 2026
last heard 17 Jun
Robert Kaplan’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 — 8 in all, peaking in Jan 2026 with 5.
Appearances
And our job is to understand them, build our relationships, and serve them by bringing the whole firm to bear.
Yeah, so businesses are handling it in the following way.
A typical business has 10 or 15 use cases.
How can we change our controllers department, our marketing department, all the different things that they do.
They're in the middle with partners, outside partners, of going through those use cases.
And I'd say we're in the early innings.
And two years from now, they're going to be a whole lot smarter.
Two years is going to be an eternity.
Yes.
But businesses will be a whole lot smarter.
Some of them are saying, I want to do more strategic merger activity to help mitigate some of the risk here.
But we're learning right now.
So anybody who tells you, I know exactly how this is going, they don't know.
The smartest people I know are in the middle of it, and they're open to learning and are not prejudging it.
Well, so a lot of our attention, because we can't avoid it, is all the CapEx and the compute infrastructure part.
Yeah.
Okay.
Then there's the adoption companies, which are extremely highly valued.
And the truth is, I have no doubt we need to create more compute.
How the adoption companies are going to shake out, I think that's where more of the uncertainty is.
Showing 81–100 of 125 · page 5 of 7
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