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
decided these companies are all going to be incurring great competition.
And we would disagree.
It's regulation and the need for the businesses, everything they do to be fully audible and transparent, auditable, that will make it quite hard for new native AI startups to undermine them.
We are.
We are, fundamentally.
Good management, incredibly sticky business, and all that migration to cloud that's coming up.
That's one of the absolutes of what we know.
There's a lot we don't know, but what we do know is that for enterprises to take advantage of AI, they need to move their data to the cloud.
They need to have it accessible for the AI, and they need to be able to access that tremendous compute on an as-needed basis.
Some of them do.
Some of them do.
For example, the two great digital advertising leviathans, Meta and Alphabet, generate enough free cash flow to where they can fund their...
foundational model ambitions.
And so they can fund their own CapEx, which is very different from some of these massive new AI companies where it's all about finding more investors who believe in the dream.
They're going to be buying into the open AI IPO.
I cannot say.
Where else are you finding value in the market?
Well, I did mention in passing medical technology.
I just think it's fascinating that you could find companies like Boston Scientific and Heart Valves and very complex, important cardiovascular devices that you cannot get anywhere else.
They used to trade at 25 or 30 times earnings and now their multiples are half that.
Showing 121–140 of 355 · page 7 of 18
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