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

Well, we've just seen a real grind higher in the in the share price for a while now. voice-verified

I think the latest results really just reinforced how strong they are on all these different issues. voice-verified

And when I talk to portfolio managers and investors, they will say that even if we saw something like OpenAI come out with their latest model, let's say it's better than Jim and I on, you know, whatever metrics you want to use, that really just speaks to increased AI adoption overall, which is probably going to end up being a tailwind for Google Cloud. voice-verified

for the chips business. voice-verified

It really seems like even if one leg of this story starts to falter, the other ones are able to kinda pick up the slack here. voice-verified

So it's a very diverse uh sources of revenue. voice-verified

It's much less uh dependent on one uh major business like you might say of NVIDIA. voice-verified

Yeah, exactly. voice-verified

And I will say, like, about a year ago, there was a lot of skepticism about what is AI gonna competition going to mean for Alphabet? voice-verified

Is it going to reduce their search market share? voice-verified

A lot of those fears, not only have they not really come to pass, but they've really shown uh you know acceleration in growth. voice-verified

They've shown strength across all these different markets and really just has set up them uh you know just to be an incredibly strong stock. voice-verified

And even the multiple right now, it's it's a little bit elevated for their own history. voice-verified

history, but it's not a sort of dot com price for perfection, everything must go right, otherwise this thing is just gonna collapse sort of thing. voice-verified

It doesn't feel like that at all. voice-verified

People feel very optimistic that they can keep a lot of these momentum going. voice-verified

Bloomberg Tech · AMD Soars on Blockbuster AI-Fueled Forecast · 6 May 2026 podcast

Yeah, good morning. voice-verified

Thanks for having me. voice-verified

So what I would start with is that AMD coming into this report was coming off its biggest one-month gain since the dot-com era. voice-verified

expectations were really elevated for this report. voice-verified

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