Steve Lord
speaker
944 appearances
4 recordings
1 series
first heard Jul 2025
last heard 7 Apr
Steve Lord’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 — 3 in all, peaking in Apr 2026 with 1.
Appearances
My um my bubble radar has been up a little bit for a while now, like a lot of other people with AI.
can can end up deflating.
The cyclicality too, just to call that out.
Cyclical industries are cyclical because eventually the deals, the valuations, the companies, the stock prices reprice.
That's right.
Eventually you can't get another person to buy that share of Palantir at the price you want them to buy it at.
And so by default, it will start to drop.
That I
Just can't believe that that's not true anymore.
Yes.
Okay.
For sure.
We've had a couple of these, right?
Where we start seeing the green shoots of
things beginning to unlock and capital beginning to flow and then we sort of like collectively yank defeat from the jaws of victory and it reverts for some exogenous impact, you know, whether it was the tariffs or it was the decision to attack Iran and all of the macroeconomic destabilization that that in engenders.
We've had a few of these and the if anything, I would say I've been
Very impressed with the resilience of the economy up to now and the stock market and all that in the face of these things.
I I think partly because we've become a little desensitized to the craziness of it all.
And we all just expect to wake up tomorrow and see some new crazy thing in our news feeds, right?
So what that translates to is the market's unwilling unwillingness to price the permanence of the design.
Showing 81–100 of 944 · page 5 of 48
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