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 · Markets Brace for Microsoft and Meta Earnings · 29 Jul 2026 podcast

Now we are seeing, like you said, ongoing chip weakness. voice-verified

We are seeing open source models coming out. voice-verified

Maybe that's a cheaper way of doing AI. voice-verified

What kind of influence that's gonna have on CapEx outlooks really remains to be seen. voice-verified

Really? voice-verified

So that's certainly playing a factor in here. voice-verified

But I do really think there is a high bar for these companies to convince investors. voice-verified

investors that this spending uh strategy remains the right one, at least for the stocks. voice-verified

Bloomberg Tech · AI Trade Stumbles as Chip Stocks Slide · 28 Jul 2026 podcast

Okay, there is a real reversal in momentum really across the tech space, but especially in the memory and storage part of the chip sector that we're seeing today. voice-verified

Obviously, this is a group that has done extremely well this year. voice-verified

The chip index had doubled in the first half of the year, but like you said, it is now in a bear market. voice-verified

There have been pretty dramatic reversals. voice-verified

I think there are a lot of concerns about the AI spending outlook, especially in voice-verified

The wake of Alphabet last week, we are seeing these major hyperscalers either go cash flow negative or otherwise their cash flow has been severely diminished. voice-verified

And I think that is having people really question how much longer are people going to tolerate this level of spending and what does that mean for the chip demand outlook? voice-verified

At the same time, we're seeing voice-verified

increased competition out of China, um just more greater efficiencies with new AI models, that also throws a wrench into the demand outlook for these groups. voice-verified

If we have more efficient models, then arguably you don't need as much infrastructure. voice-verified

So there is a lot that people are dealing with right now in addition to just how much they rose over the first half of the year and some kind of natural profit taking off of voice-verified

Yeah, well, again, this is an area that has been of particular interest throughout the year. voice-verified

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