Zach Pena
speaker
1,635 appearances
8 recordings
1 series
first heard Jan 2026
last heard 28 Jul
Zach Pena’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 — 8 in all, peaking in Jul 2026 with 2.
Appearances
Correct.
And that one's a little different, right?
And I think that's where...
you know, when you really look at it, Apple was smart here, right?
Where they're like, guys, why would we perpetuate this circular economy when we can just go buy what we actually need based off of real cash assets, right?
Because they're now just grabbing, they're going off and saying, I need this many widgets, I'm gonna go grab that many widgets off of the shelf, and then we're gonna go use that many widgets.
And we're gonna project how much we need, we're gonna inject how we spend,
Some years it'll be big, some years it'll be small, but it is what it is.
It's a substantially flatter level of projection.
Very contrary to what OpenAI is doing and or anybody in that realm.
Enter your company of choice.
They're developing and spending and projecting all at the same time.
If they overbuild or underbuild or overinvest or underinvest, it has substantially more impact, not only to them, but also the overall economy itself.
Well, it's like, are they building the arc because they know the rain is coming or are they building a boat because they see everybody else building boats and they just, they're like, well, bigger must be better.
Um, and will the rain actually show up?
Right.
It's like which camper they really in or which camper they subscribing to.
Right.
It's very easy to go back hindsight's 2020, man.
Look at the amazing decisions that were made by AWS.
Showing 641–660 of 1,635 · page 33 of 82
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