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

But also these things were well telegraphed. voice-verified

Like if you were a careful reader of the IPO prospectus, you knew that this was coming. voice-verified

So I think the market's just thinking about it a little more fundamentally than is purely about how many shares are available for trade. voice-verified

But I don't want to overstate it though. voice-verified

Because I d I do think that there is still clear investor enthusiasm for voice-verified

The money that can be made in the near term and the amount of money that will be spent and that is gonna benefit a lot of companies, right? voice-verified

And so I think voice-verified

What we've seen is yes, the air has come out. voice-verified

Some of that might even have been because voice-verified

And we'll talk about it a little bit in our interview. voice-verified

You know, there was a big hedge fund that was betting on a lot of these companies that blew up. voice-verified

And they were using leverage to do so. voice-verified

And so they were supercharging their bets on these things. voice-verified

And so, yes, maybe some of the very highest level of enthusiasm, the the mania for some of these companies, okay, maybe that's come down a bit. voice-verified

But I think if voice-verified

OpenAI or anthropic can come with a strong story, can show an economic model that is rapidly monetizing. voice-verified

I wouldn't count out that investors are gonna like, ugh, we don't want these IPOs anymore. voice-verified

Aaron Ross Powell Well and I wonder if less sexy is appealing now, right? voice-verified

If we are rotating out of some of the craziest AI bullish bets, are people gonna say, you know what, I'll take some voice-verified

I'll take some regular old consumer stuff. voice-verified

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