Ryan Vestelica

speaker

483 appearances 21 recordings 1 series first heard Nov 2025 last heard 28 Aug

Ryan Vestelica’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 7.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · AI Dividend Proposal Roils Korean Market · 12 May 2026 podcast

Um, I think there's far more hold ratings uh than there are buys, but I do think people are warming up to this story. voice-verified

There was a lot of skepticism for years about will they be able to get their foundry business uh, you know, back at the top of the line, the industry standard, and there's been a lot of optimism that they are showing some progress on this turnaround. voice-verified

It was a very ambitious move. voice-verified

move. voice-verified

It's cost them a lot of money. voice-verified

There's been a lot of skepticism, but lately we are seeing uh you know very strong results. voice-verified

We had this report about potentially working with Apple on chipmaking, which would be a huge validation for the chipmaking business. voice-verified

So there are some very positive signs here. voice-verified

But like I said, the multiple is very high, there's a lot of questions out there, and the stock has already seen a pretty significant move. voice-verified

Bloomberg Tech · AI Chipmaker Cerebras Seeks $4.8 Billion in Upsized IPO · 11 May 2026 podcast

Absolutely. voice-verified

I think there is a growing appreciation that when you look at any part of artificial intelligence, Alphabet is extremely dominant in that area, if not the most dominant company. voice-verified

So we can talk about how strong Gemini is, their AI model. voice-verified

We can talk about how growth at Google Cloud is accelerating. voice-verified

We can talk about how AI seems to be improving growth trends at Google Search, at YouTube. voice-verified

Talk about physical AI with their Waymo self-driving car company. voice-verified

We can talk about their TPU business, which is their semiconductors, which they said they might start selling around to other cloud companies. voice-verified

So that's a huge potential revenue boost for them. voice-verified

And that is an area that is really getting into NVIDIA's own territory. voice-verified

We wrote about this about a week ago about how NVIDIA might be seeing increased competition in AI chips, and Alphabet is a huge part of that. voice-verified

that and so when you add all of that together, it just seems like they are really the company of the AI era. voice-verified

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