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

Huge returns. voice-verified

Huge returns, using a lot of leverage. voice-verified

That fund, situational awareness, blew up. voice-verified

Uh and they sold their position to Citadel. voice-verified

I guess that's the way the world works. voice-verified

Maybe that tells the story a little bit of we were in this moment for a while where people were making tons of money betting on these outsized moves. voice-verified

Rights, semis would go up, hyperscalers would go down. voice-verified

Perhaps now that some of that leverage has come out, we've had the blowup, maybe we will see a more balanced kind of market going forward where people are a little more focused on the fundamentals here, like you said, ROI. voice-verified

Uh is that is that the right way to think about the market? voice-verified

To to the way Miriam put it, is AI undermining itself by weakening the labor market? voice-verified

I know we get conflicting headlines about companies are firing people because of AI. voice-verified

Companies are hiring people because of AI. voice-verified

Do you feel like we have a clear picture yet on whether the consumer's pocketbook, how they're working, how their wages are doing, will be impacted by voice-verified

artificial intelligence in the, you know, near to medium term. voice-verified

Yeah. voice-verified

Forget the long term. voice-verified

None of us know. voice-verified

Yeah. voice-verified

I won't even l I d none of us know. voice-verified

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