What podcasts say about Brent Thill
Every statement, with the speaker, the exact quote and the moment it was said.
What Brent Thill has said on podcasts
8 statements · 4 positive · 2 negative · 1 mixed · 1 neutral
Brent Thill says Meta’s Muse attracts advertisers and consumers to the platform.
“I think the product is a killer, killer app. So that's bringing more advertisers to the platform. It's getting more consumers to come to the platform.”
Open the episode · Big Tech Earnings Put the Rally to the Test 10/21/26Listen at 6:17
Brent Thill expects hyperscalers to become preferred AI investments within a couple years.
“We think that flips in a couple of years where they're the ones that you want to own because they're providing the AI systems that are fueling how we will live.”
Open the episode · Big Tech Earnings Put the Rally to the Test 10/21/26Listen at 8:10
Brent Thill expects AI-related capital expenditures to rise materially into 2027.
“all the data we look at and our analysis shows that these capital expenditures are only going to go materially higher as we go into '27.”
Open the episode · Big Tech Earnings Put the Rally to the Test 10/21/26Listen at 8:38
Brent Thill is bullish on Muse’s business momentum over the next year.
“from our usage, we are very bullish on what we're seeing from, from the tailwind, from what's going to happen with Muse over the next year.”
Open the episode · Big Tech Earnings Put the Rally to the Test 10/21/26Listen at 10:39
Brent Thill sees substantial near-term risks remaining for IBM.
“I think there's still a massive wall of worry ahead.”
Open the episode · Big Tech Earnings Put the Rally to the Test 10/21/26Listen at 16:20
Brent Thill says quantum computing will not become an event until 2029.
“quantum is not an event till 2029.”
Open the episode · Big Tech Earnings Put the Rally to the Test 10/21/26Listen at 16:58
Google and IBM are well positioned in quantum, but the technology is not production-ready.
“Google and IBM have a great position in quantum that's coming, but it's not really ready for primetime.”
Open the episode · Big Tech Earnings Put the Rally to the Test 10/21/26Listen at 17:15
Brent Thill says IBM must improve in AI before quantum becomes commercially relevant.
“I think they have to do a better job in AI before they catch the quantum wave, which is, you know, again, 2 to 3 years out.”
Open the episode · Big Tech Earnings Put the Rally to the Test 10/21/26Listen at 17:40
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.