Tim Stenovec
speaker
1,732 appearances
25 recordings
2 series
first heard Aug 2025
last heard 30 Mar
Tim Stenovec’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 — 24 in all, peaking in Jan 2026 with 10.
Appearances
you know remaining performance obligations so deals they've already booked and haven't been able to fulfill as well as what's going on on the the profit or in the case of core we the the loss side uh you know in terms of what they're spending to get to fulfill those uh those customer obligations can coreweave actually get everything it needs to build the capacity or invest in the capacity that it thinks its customers will need can it get the chips can it get the electricity can it get the infrastructure
Nobody is getting as much power as they think they need.
You know, it's all coming online rapidly, but not rapidly enough based on what these companies think the demand picture looks like.
Bloomberg's Dina Bass joins us now.
And Dina, thanks so much for that update.
A reminder, we will have those numbers for you as soon as they break after the bell on Bloomberg TV and radio as well.
Well, let's put all of this spending into context of the broader markets as well with Hilary Frisch, Senior Research Analyst for Software and IT Services at ClearBridge Investments.
Hilary, good to have you on the program.
Thanks for having me.
The existential question that Dina was just talking about, when is this going to pay off?
It's not just with CoreWeave.
It's not just with Microsoft.
It's not just with meta platforms.
This is the existential question that every investor is asking themselves right now.
When will it pay off?
That thesis of the ecosystem is really something that I'm having trouble visualizing right now.
And no matter how much Mark Zuckerberg tries to explain superintelligence to me and to shareholders of the company, I still don't understand what that ultimate payoff looks like, not just for meta platforms, but for the industry in general.
Is this something that will only pay off when there's mass unemployment, so companies don't have to actually pay for people because machines and AI are doing the work?
Is it an increase in productivity?
We all keep our jobs, but we have these little friends, these little helpers who help us do it better.
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