Sarah Ketterer
speaker
355 appearances
1 recordings
1 series
first heard Jul 2026
last heard 6 Jul
Sarah Ketterer’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
I think so.
The...
There's a certain amount of short-termism baked into that.
We could be wrong and Tencent doesn't develop out their AI features fast enough and part of their business gets competed away.
But it's very unlikely that's going to happen given their track record, given what they've already built and given the marketplaces where they dominate.
They've got infrastructure as a service, that platform as a service, and software as a service.
They have this cloud business and that gives them a lot of compute and a lot of flexibility.
Again, that balance sheet, it's like they have all the raw materials and they have the history of doing it.
That usually convinces us as fundamental investors.
Given how low the valuation is, the risk is very modest.
You mentioned semiconductors we started.
Given where they trade,
They're very risky right now.
Well, because they're cyclical businesses, right?
Exactly.
Well, unless you don't believe in a cycle.
Exactly.
You don't believe in a cycle if you think that the demand goes on perpetually like this and supply will not meet demand indefinitely.
But that's, I think, physically impossible.
Or all the market needs to perceive is that their supply is plant.
Showing 201–220 of 355 · page 11 of 18
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