Telis Demos

speaker

1,116 appearances 8 recordings 1 series first heard Jul 2026 last heard 6d ago

Telis Demos’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 8 in all, peaking in Aug 2026 with 4.

Appearances

newest first · ▶ plays the moment

WSJ's Take On the Week · How AI Spending Is Fueling the Economy Overall · 9 Aug 2026 podcast

And what's the payoff? voice-verified

Yeah, it really seems like the market is starting to differentiate between companies in the AI space that are spending money and also seeing those benefits in their core business. voice-verified

Microsoft stock, for example, reacted very positively to its earnings report for that reason. voice-verified

Because it has a cloud business that sells the computing services that go into AI. voice-verified

SpaceX kind of seems like it's falling into the meta camp, which is that voice-verified

Yes, obviously there's enormous opportunity for SpaceX to be a player in AI in one form or another, whether that's through voice-verified

Data centers in space, whether that's through Grok and monetizing that through the the X AI, former Twitter kind of ecosystem. voice-verified

And the same thing with Meta. voice-verified

AI could be useful to its advertising business, to the enjoyment that people have in social media. voice-verified

It's just not clear how. voice-verified

Yeah, and and the time frame for these things is not soon, right? voice-verified

Like Moffat Nathanson analysts were writing about SpaceX and they were talking about that it would take 143 launches of the Starship rocket to put just a gigawatt of voice-verified

Computing but I always wanna say gigawatt. voice-verified

Gigawatt of computing power into space. voice-verified

And that would be like what a single large AI data center does. voice-verified

So like big, big, big future potential, but uh the the the payoff is just it's a it's a long-term story. voice-verified

There was one other factor at play in SpaceX's earnings report, but honestly, I actually don't think that this played much into its decline. voice-verified

I think it's a bit of a red herring, and that's dynamics around post-IPO. voice-verified

A lot of the shares have been locked, a lot of the shares that were held by insiders in the company, which they could not sell up to this point, now they're able to sell them. voice-verified

It's the first slug of shares. voice-verified

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