Tyler Crowe

speaker

6,652 appearances 66 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 — 66 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

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

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