What podcasts say about Ilya Fushman

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

What Ilya Fushman has said on podcasts

15 statements · 12 positive · 1 negative · 2 neutral

on Oracle CorporationPositiveOct 9, 2026· Bloomberg Tech
Oracle is using trucked natural gas to keep data-center construction moving.
“Oracle is finding a way to keep these things moving.”
Listen at 17:02
Open the episode · OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
on Oracle data-center constructionNegativeOct 9, 2026· Bloomberg Tech
Oracle’s trucked-gas strategy indicates its data-center schedule is under severe pressure.
“this is quite a, this is a situation where. You only do this if you're really under the gun.”
Listen at 17:47
Open the episode · OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
on Annual recurring revenuePositiveOct 9, 2026· Bloomberg Tech
ARR helps investors assess revenue predictability and longevity.
“ARR do matter in terms of the predictability of that revenue and the longevity of that revenue”
Listen at 30:09
Open the episode · OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
on AI companiesPositiveOct 9, 2026· Bloomberg Tech
AI companies are growing faster and larger than prior technology companies.
“we've never seen companies grow this big, this fast in the history of technology.”
Listen at 30:19
Open the episode · OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
on Consumer AIPositiveOct 9, 2026· Bloomberg Tech
Consumers are now able to experience AI’s capabilities deeply for the first time.
“this is the first time where consumers are deeply able to experience the magic of AI.”
Listen at 33:43
Open the episode · OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
on WaymoPositiveOct 9, 2026· Bloomberg Tech
Waymo remains early-stage, operates in two selected cities, and is expanding.
“Waymo is also still early. It's still in the select two cities. It's expanding.”
Listen at 35:09
Open the episode · OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
on Autonomy and AI technologiesPositiveOct 9, 2026· Bloomberg Tech
Autonomy and AI technologies are beginning to enter physical-world applications.
“foundational technologies on autonomy, AI, are finally starting to make their ways into, let's call it the real world, the physical world.”
Listen at 35:33
Open the episode · OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
on Venture investmentNeutralOct 9, 2026· Bloomberg Tech
More than 80% of venture investment has gone to late-stage deals.
“over 80% of that has gone to late stage deals”
Listen at 36:20
Open the episode · OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
on WaymoPositiveOct 9, 2026· Bloomberg Tech
Waymo represents a highly transformational investment opportunity.
“it's hugely transformational. It's just an obvious opportunity set.”
Listen at 36:51
Open the episode · OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
on Physical AIPositiveOct 9, 2026· Bloomberg Tech
Physical-world AI applications are becoming more technologically viable.
“they're becoming much more viable in terms of technology permeation into that world today”
Listen at 43:19
Open the episode · OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
on AI supply-chain automationPositiveOct 9, 2026· Bloomberg Tech
AI-enabled supply-chain automation can reduce consumers’ access costs.
“the cost of access to things for consumers goes down. And that's becoming very tangible.”
Listen at 44:06
Open the episode · OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
on RoboticsPositiveOct 9, 2026· Bloomberg Tech
Robotics may become widespread in homes and manufacturing in the near-to-medium term.
“you might have eventually robotics in the home. robotics pervasively through our lives and certainly in the manufacturing sector in a really massive way in the near to midterm.”
Listen at 45:47
Open the episode · OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
on IPO marketPositiveOct 9, 2026· Bloomberg Tech
The IPO market is currently partly open.
“The window is in some ways open.”
Listen at 46:32
Open the episode · OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
on AI talentNeutralOct 9, 2026· Bloomberg Tech
Established software companies can find needed AI talent in startups.
“the talent required to become an AI organization is probably sitting out there in a startup somewhere.”
Listen at 47:16
Open the episode · OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies
on AI agentsPositiveOct 9, 2026· Bloomberg Tech
Ubiquitous enterprise agents that perform users’ work will emerge.
“I think that's an obvious set of things that'll happen.”
Listen at 48:13
Open the episode · OpenAI’s Revenue Surge as AI Infrastructure Race Intensifies

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.