What podcasts say about Dan Niles

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

What Dan Niles has said on podcasts

8 statements · 3 positive · 5 negative

on full-stack hyperscalersPositiveOct 15, 2026· Closing Bell
AI economics will ultimately settle with full-stack hyperscalers.
“It'll settle at the full stack hyperscalers.”
Listen at 4:33
Open the episode · Closing Bell Overtime: 10/15/26
on neocloud operatorsNegativeOct 15, 2026· Closing Bell
Neocloud operators will experience a large wave of bankruptcies.
“And I think that's where you're going to see a huge wave of bankruptcies when this ultimately implodes.”
Listen at 5:29
Open the episode · Closing Bell Overtime: 10/15/26
on OpenAINegativeOct 15, 2026· Closing Bell
OpenAI is especially exposed to problems at the LLM layer.
“I think OpenAI, as I've said multiple times, is at the epicenter of that”
Listen at 6:06
Open the episode · Closing Bell Overtime: 10/15/26
on Microsoft CorporationPositiveOct 15, 2026· Closing Bell
Microsoft will ultimately win the enterprise AI market.
“I think Microsoft ultimately wins in enterprise.”
Listen at 6:34
Open the episode · Closing Bell Overtime: 10/15/26
on Google and Apple consumer AI ecosystemsPositiveOct 15, 2026· Closing Bell
Google’s Android ecosystem and Apple will win consumer AI.
“I think in consumer, it'll ultimately be the Android ecosystem, which is obviously Google, and it will be Apple.”
Listen at 6:36
Open the episode · Closing Bell Overtime: 10/15/26
on OpenAINegativeOct 15, 2026· Closing Bell
OpenAI faces significant risks in the AI market shakeout.
“But I have real concerns about open AI.”
Listen at 8:51
Open the episode · Closing Bell Overtime: 10/15/26
on long-term semiconductor supply contractsNegativeOct 15, 2026· Closing Bell
Long-term semiconductor supply contracts provide little protection.
“Those long-term contracts are worthless in my mind.”
Listen at 10:24
Open the episode · Closing Bell Overtime: 10/15/26
on MicrochipNegativeOct 15, 2026· Closing Bell
Microchip experienced four consecutive quarters of revenue declines exceeding 40%.
“They went through four quarters in a row where revenues were down over 40 percent, 4-0 year over year.”
Listen at 11:08
Open the episode · Closing Bell Overtime: 10/15/26

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.