What podcasts say about Aaron Kennon

Every statement, with the speaker, the exact quote and the moment it was said.

What Aaron Kennon has said on podcasts

5 statements · 4 positive · 1 neutral

on AI-driven infrastructure demandPositiveSep 23, 2026· Bloomberg Surveillance
AI remains a tailwind for networking, electrification, and power infrastructure.
“I think the story is maturing. I'm not sure it's a headwind more than it is still a tailwind for things like networking, electrification, power infrastructure.”
Listen at 3:00
Open the episode · Bloomberg Surveillance TV: September 23rd, 2026
on AI-managed financial servicesPositiveSep 23, 2026· Bloomberg Surveillance
Older consumers are increasingly accepting AI-managed financial services.
“I think there's probably a growing acceptance of this among even the older age cohort.”
Listen at 5:15
Open the episode · Bloomberg Surveillance TV: September 23rd, 2026
on Data-segment companiesPositiveSep 23, 2026· Bloomberg Surveillance
Data-segment companies should benefit from expanding compute and AI-agent adoption.
“As long as compute power is expanding, as long as AI agentic adoption is accelerating, you would think companies that are sort of in that data segment would be well positioned.”
Listen at 6:53
Open the episode · Bloomberg Surveillance TV: September 23rd, 2026
on CybersecurityPositiveSep 23, 2026· Bloomberg Surveillance
Cybersecurity is central to AI growth and offers substantial opportunities.
“Cybersecurity. as this all grows clearly at the epicenter of all of this. So there are huge opportunities here in the midst of a period of uncertainty, for sure, with AI growing.”
Listen at 7:05
Open the episode · Bloomberg Surveillance TV: September 23rd, 2026
on Frontier AI model commoditizationNeutralSep 23, 2026· Bloomberg Surveillance
Frontier-model commoditization differences will become clearer within one or two years.
“I think that's going to play out over the next year or two.”
Listen at 8:26
Open the episode · Bloomberg Surveillance TV: September 23rd, 2026

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.