Tim Stenovec

speaker

570 appearances 10 recordings 1 series first heard Apr 2026 last heard 30 Jul

Tim Stenovec’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 5.

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And then we've got Ed Ludlow, Bloomberg Tech host out there in our San Francisco bureau.

All right, where to start?

I do want to start with you, Mandeep, only because I feel like the AI trade is so important.

What do you make of it?

Ed, we're going to come to you in just a moment on both, but I want to bring Keith Naughton in.

Tesla, it is a lot of technology in that one.

So as we talk about all of this, what do you make of some of the numbers that we got from Tesla?

Well, that's

an AI.

It's an AI play.

Yeah, that was

need to make money.

16.8 versus 19.4.

They went

All right.

So, yeah, I want to bring well, Ed, before we I want to bring Mandy back in your thoughts on also Alphabet here.

you're wild.

Ed, you're laughing, why?

At the amount

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