Wilfred (Wilf) Frost
speaker
2,338 appearances
15 recordings
1 series
first heard May 2026
last heard 3 Aug
Wilfred (Wilf) Frost’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 — 15 in all, peaking in Jun 2026 with 6.
Appearances
And I guess my first question on the current tech environment to you is whether or not two of the key IPOs that we've been waiting for, Anthropic and OpenAI, do now get away in the way that a few months ago before the SpaceX IPO, even possibly immediately after the SpaceX IPO, everyone was hoping would happen.
And what do you think is the risk then that one of them, or more likely OpenAI from what you're saying, is short of capital in the next 12 months?
If you step back from those individual companies and even from the valuations as a whole, how early do you think we are in this AI tech cycle in terms of the benefits reaching the economy and then the broader stock market as a whole?
And so when that word is thrown out there, bubble territory, what's your views towards that in general?
Do you think, I guess you said there that not all of them are going to be winners.
Implication is that a couple of them at least are in bubble territory?
I want to broaden out and like lean on your unbelievable expertise Cara in terms of tech companies first and then tech leaders next but when we talk about the companies you know our listeners are always trying to work out how to value the stocks and stuff in their portfolio but in a sector where innovation is so important where the future the long-term future is so important
Is valuation less important?
What are the key tips you have when you try and assess whether a tech company is one for the future or not?
Yeah, oddly, the earnings call where he U-turned on over-investing in the metaverse, which I think was late 2022.
Yeah, I was going to say that was the bottom.
Weirdly, once he then said, I'm no longer going to waste money in this area and focus on the core business, it marked the bottom of the stock in that particular part of the cycle.
Of course, MSNBC, when it was spun off from NBC, had to change its name to MS Now.
CNBC didn't.
Yeah, I know.
But CNBC didn't have to change its name because the NBC commonality was a coincidence.
It was actually originally the Consumer News and Business Channel.
My old stomping ground, exactly.
And we'll talk about the broader Comcast and media environment in a moment because there's been a lot of transactions there.
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