What podcasts say about Gil Luria
Every statement, with the speaker, the exact quote and the moment it was said.
What Gil Luria has said on podcasts
17 statements · 7 positive · 9 negative · 1 neutral
Nvidia’s large buyback signals strong business confidence.
“It tells you the company has a lot of confidence.”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 22:07
The semiconductor cycle for Nvidia and peers is nearly over.
“the cycle is almost over”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 23:41
Continued AI-compute growth would leave Nvidia with the industry’s largest profit pool.
“if you believe that the AI compute cycle is gonna continue and we're gonna build more data centers because the AI products are gonna be better and we're gonna use them more. There's very hard to imagine a world where Nvidia doesn't have the biggest profit pool of any of these companies.”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 24:54
Nvidia will grow at least as fast as higher-multiple semiconductor peers.
“Nvidia is going to grow just as fast, if not faster, than most of those other companies that are trading at far higher multiples.”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 26:02
The market expects Nvidia’s growth to remain below traditional market growth rates.
“the market is expecting Nvidia to grow less than that over the next 3 to 5 years”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 26:24
Nvidia continues to report quarterly growth above 70%.
“every quarter that we go and they're still growing 70% plus”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 26:34
Jensen Huang is more confident than ever in Nvidia’s business outlook.
“he is actually more confident than ever in his business and his visibility into how his business is going to transpire”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 27:40
Leverage used to build data centers is increasing alarmingly.
“The amount of leverage used to build data centers is growing to an alarming rate.”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 28:43
Anthropic and OpenAI may not capture enough value to justify their valuations.
“we're not sure that Anthropic and OpenAI will be able to capture all the value that they need to, to justify these valuations”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 28:57
CoreWeave’s 9% borrowing cost versus 1% returns is an unattractive business.
“They borrow at 9% to generate 1% return. That's, that's bad any way you cut it.”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 29:21
CoreWeave borrowing at 9% for a 5% return remains unattractive.
“borrowing at 9% to get 5% return, still not a good idea”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 29:30
AI adoption and product improvements remain directionally positive.
“in that front, I think we're still headed in the right direction”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 30:04
AI models are highly capable of finding software exploits and hacking systems.
“the data models are incredibly powerful and they're very good at hacking systems, at finding exploits in software”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 30:57
Evidence about AI capabilities does not justify predicting human annihilation.
“the extrapolation from that to total annihilation of humanity is a step too far”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 31:14
OpenAI and Anthropic bear responsibility for harms caused by their agents.
“the responsibility for the harm, to be clear, is on OpenAI and Anthropic”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 31:53
AI agents act on open-ended missions assigned by OpenAI and Anthropic engineers.
“AI is not doing that. It was set up on a mission by some engineers at OpenAI and Anthropic that was open-ended.”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 32:32
Meta Muse is compelling and appears successful as a consumer product.
“Muse is a very compelling consumer product. That is the assistant he was talking about. It does look to be successful.”
Open the episode · Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityListen at 33:32
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.