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 Industry’s Circular Financing Deals, Apple Smart Glasses · 27 Jul 2026 podcast

Yeah, someone told me last week that it used to be the more CapEx you were doing, the better. voice-verified

Now it's completely the opposite. voice-verified

Now the less you're doing, the better. voice-verified

We saw last week even Alphabet, which by most accounts is the best positioned company of the big four hyperscalers to compete in AI. voice-verified

It has Gemini, it has Chips, it has Waymo, it has Search, it has YouTube, it has all these different businesses that it can voice-verified

Use its AI in, and even it was unable to justify the amount of CapEx it's doing, at least based on the stock price reaction. voice-verified

It had the worst day in more than a year, in part because it is spending so much that it turned cash flow negative for the first time in its history as a public company. voice-verified

Now we have, like you said, Microsoft, Meta, Amazon, they're all reporting this week. voice-verified

Spending plans are gonna be, I would say, by far the most important thing people are watching for, as well as their ability to kind of articulate why they feel like they need to continue spending this much and they need to show that it is translating to improved growth, improved prospects, improved efficiencies. voice-verified

Right. voice-verified

There's a big hurdle here for them. voice-verified

Well, Apple, I'd say the thing I am most paying attention to is how it's talking about memory prices. voice-verified

Obviously, memory chips have been in huge demand this year because of the AI infrastructure build-outs. voice-verified

Now, Apple recently raised prices for some products, but not the iPhone. voice-verified

So it's gonna be very interesting to see what they say about the landscape with respect to memory. voice-verified

Is it having an impact on demand? voice-verified

Is it having an impact on margins? voice-verified

Are they thinking about voice-verified

Expanding their pricing to other categories like the iPhone. voice-verified

Of course, we have the foldable iPhone that's expected later on this year. voice-verified

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