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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 15 in all, peaking in Jun 2026 with 6.
Appearances
A few other little areas before we get into the upcoming IPOs that are just coming to mind.
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Is everything that we've been discussing based on that thesis that you said that compute equals revenue?
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I mean, I guess I just want to test.
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Therefore, that I'm trying to think through the question, but I can't.
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But have you thought about how that could be wrong?
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I don't know, guys.
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Shout out the date.
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10th or something?
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4th.
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June the 4th.
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I get mocked at sky because I think in quarters.
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I know we're late Q2, but I can't quite work out the date.
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Yeah, I guess it still does rest on there being an ongoing acceleration in terms of the intelligence development and that we might reach the top of that at one point.
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Another little offset question.
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I mean, you might be right of the theme as a whole, but clearly there'll be some losers from this.
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And maybe it won't be winner takes all, but maybe there'll only be one or two winners.
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And there's a lot of market cap
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that sits across you know whatever it is 38% of the S&P 500 now represented by this sector as a whole what's the risk that half of that is not profitable like it is today in a few years time
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So I get that.
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And I guess my question on that is, if half of those stocks have a big correction...
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Showing 1581–1600 of 2,338 · page 80 of 117
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