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 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 7.
Appearances
We don't really know what the pricing is gonna look like there.
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Maybe this is a way for them to kind of sweep some of the memory prices under the rug with just a higher price target for this new form of the phone.
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We don't know.
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But that's gonna be something I am paying a lot of attention to, and I imagine memory is gonna be the real issue for people.
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One thing I would just flag that what you see in Nvidia down quite a bit today, and it looks like at least at the moment, Apple is once again the largest company in the world, so it really shows you right now this uh the bifurcation in the market.
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Apple not really participating in the AI spending trade.
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The stock has really been rewarding and others have been falling back.
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Yeah, we've seen a real sort of push-pull between software and chips throughout the year to the point that the correlation between the two subsectors actually turned negative last month.
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That is the first time ever that we've seen that.
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And it all really comes down to AI with these two subsectors on different sides of the technology.
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Basically, if AI continues to proliferate and it continues to improve, that is seen as good for chip makers in terms of their demand, in terms of their growth,
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and it's seen as bad for software to the extent that AI disrupts the sector.
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So we've really seen a huge divergence between the two this year.
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Now, there has been some back and forth recently.
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Like you said, software seems like it was doing a little bit better.
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Chips seemed like they were coming back a little bit.
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Today, of course, scrambles at some, but really the trend has been very intact in terms of the divergence
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this really sort of exemplifies what people view as the bear case scenario, which is that customers, instead of using legacy software providers for all these different kinds of functions, will instead be creating their own sort of services through these AI tools, the ability to sort of
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vibe code, your own kind of program to track inventory or handle sales or deal with customers, all these different kind of functions that have really made software such a powerful outperforming sector over the previous decade or so, the whole software is eating the world kind of argument that is really being thrown
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So the fact that Starbucks is doing this and kind of able to do it well enough that it may not need Microsoft or IBM, I think that really just speaks to the underlying fear that people have had throughout
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Showing 161–180 of 483 · page 9 of 25
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