← Bogumil Baranowski
What podcasts say about Bogumil Baranowski
Every statement, with the speaker, the exact quote and the moment it was said.
What Bogumil Baranowski has said on podcasts
2 statements · 1 positive · 1 negative
The current AI investment cycle may eventually end.
“this investment cycle might not be forever”
Open the episode · The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great BusinessesListen at 1:10:52
Some AI companies may return to high margins and returns with lower capital intensity.
“there is a chance, I don't know how big, that they will go back to very high margins, very high returns in a low capex model”
Open the episode · The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great BusinessesListen at 1:16:51
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.