Stephanie Link
speaker
1,013 appearances
1 recordings
1 series
first heard Jul 2026
last heard 6 Jul
Stephanie Link’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
Yes, I was going to say that.
They're seeing like 35% backlog growth, 70% order growth.
I've never seen numbers like this before, and it's because of all this spend that's happening.
And it's not going to end.
I think next year you're going to see $1.1 trillion of this spend from the same companies.
Now, it's not going to be 75% year-over-year growth.
It'll be more like 40% or 50%, but they're going to spend it.
And if I can just suggest, anyone listening and watching,
Take a look at the CEO of Amazon.
We all know Amazon.
CEO of Amazon, his name is Andy Jassy.
He writes a shareholder letter every year in English so that we can all understand it, like just really very plain and simple.
And he went through this year's shareholder letter explaining exactly why they're spending so much in detail because, and in his words, we've never seen anything like this in our lifetime.
That's why I call it the AI revolution because I truly believe we are seeing things that we've never seen before and it's going to change our lives.
And that's why they're spending so much.
Because it's K-shaped.
And we've heard about K-shaped.
K-shaped meaning it's the high end of the consumer that is doing the bulk of the spending.
And why are they doing the bulk of the spending?
Because they have the money.
Showing 61–80 of 1,013 · page 4 of 51
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