Tyler Crowe

speaker

6,754 appearances 67 recordings 1 series first heard Oct 2025 last heard yesterday

Tyler Crowe’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 — 67 in all, peaking in Aug 2026 with 11.

Appearances

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Motley Fool Hidden Gems Investing · The Looming Constraint of the Space Industry · 22 Sep 2026 podcast

As a hidden gem podcast, have you found anything interesting in the AI build out space, specifically in Europe? voice-verified

So I I I think we might be a little unsatisfying here, but guys, as far as when I look at this, most of the European companies also happen to be like global leaders, and so they're benefiting not just from, you know, Europe's Europe's build out, but the US as well. voice-verified

Yeah, and the only other comment I would give too to this is that the development rate in Europe right now is a little bit slower. voice-verified

If you look at uh we'll call it uh Europe's AI champion, Mistral AI, they're you know the closest assimile we could say to open AI anthropic. voice-verified

I know they're different businesses, but in terms of like the leader in AI in Europe, I would it would probably say Mistral right now. voice-verified

Their CapEx plans or like voice-verified

Like obligations relative to what we see at OpenAI or Anthropic is right now is orders of magnitude smaller. voice-verified

Uh development rates are going to be a little bit slower. voice-verified

And it's just by design. voice-verified

They're kind of focusing a little bit more on like physical AI. voice-verified

So for like rob robotics and things like that, especially manufacturing related. voice-verified

And I'm not saying that it's bad that it's slower, but you know, the growth. voice-verified

Growth opportunities are just gonna be not as robust. voice-verified

And for a lot of these companies we mentioned, ASML, Schneider Electric, much of their growth, at least for the next couple of years, is gonna be largely predicated in the US. voice-verified

So uh you we can see a build out in Europe, but uh it's gonna be hard to uh separate like a company that's gonna succeed uh as a Europe only AI champion. voice-verified

Uh voice-verified

in terms of like the AI build out versus for example a company that is supplying the world uh in in this regard. voice-verified

Well, that's all the time we have for today. voice-verified

As always, people in the program may have interest in the stocks they talk about, and the Motley Fool may have formal recommendations for or against. voice-verified

So don't buy or sell stocks based solely on what you hear. voice-verified

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