Tom Giles

speaker

464 appearances 7 recordings 4 series first heard Oct 2025 last heard 7 Jul

Tom Giles’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 — 7 in all, peaking in Jun 2026 with 3.

Appearances

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Bloomberg Tech · Bloomberg Tech Event Special · 4 Jun 2026 podcast

We cannot keep up with demand, particularly in the hardware space.

And I think that that is the message that Hot Tan is trying to bring across.

We will definitely be asking him, did we miss something?

Is there a nuance here?

What do we need to know about your outlook going forward?

One thing that...

Reading research this morning, including from Rosenblatt, my friends at Rosenblatt, we're talking about how now we have even greater visibility.

He talked about how we have visibility into 2028, much further out than just three months ago.

He said, I didn't have that visibility.

I have it now.

And he's still sending bullish signs.

So I think in the longer term, the market is going to be encouraged by that kind of visibility further and further out.

One of the co-founders, Daniela Amadei, she's the president, the brother of the CEO.

Sister.

Excuse me, sister of the CEO.

We're going to be asking her about what it's like to have just gone out with your secret filing, your confidential filing.

What do we have to look forward to with this IPO, one of the biggest ever?

and cover.

Yeah, I think one of the big questions right now is this horse race between OpenAI and Anthropic.

And OpenAI had really captured the world's imagination for years since November, that fateful day, November 2022, seen as the leader, seen as the one to beat.

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