What podcasts say about Isabelle Freidheim
Every statement, with the speaker, the exact quote and the moment it was said.
What Isabelle Freidheim has said on podcasts
8 statements · 6 positive · 1 negative · 1 neutral
Public-market AI investments offer a different thesis centered on transformational technology.
“by the time they reach the public market it's a different story it's a different investment thesis and you're betting on a pure transformational technology.”
Open the episode · AI Bosses Risk Clash With Wall Street and Trump Over SafetyListen at 11:24
Private AI investment opportunities are abundant in the middle layer.
“there is a vast wealth of opportunities that exist in the middle layer.”
Open the episode · AI Bosses Risk Clash With Wall Street and Trump Over SafetyListen at 11:37
Athena Capital favors AI technologies between data centers and LLMs.
“We particularly like the layer that exists between data centers and LLMs.”
Open the episode · AI Bosses Risk Clash With Wall Street and Trump Over SafetyListen at 11:46
AI infrastructure tools offer opportunity without choosing the winning LLM.
“The opportunity that we see is the opportunity that exists in that layer that I mentioned, where we're not betting on which LLM will win.”
Open the episode · AI Bosses Risk Clash With Wall Street and Trump Over SafetyListen at 12:48
Multiverse Computing’s data compression lowers computing and electricity costs.
“will compress the data to make for lower cost of computing power that is needed and lower electricity.”
Open the episode · AI Bosses Risk Clash With Wall Street and Trump Over SafetyListen at 14:00
Capital will continue flowing into AI.
“I think, yes, the capital will continue flowing into AI.”
Open the episode · AI Bosses Risk Clash With Wall Street and Trump Over SafetyListen at 14:10
The Federal Reserve is likely to raise interest rates within the week.
“the Federal Reserve is likely to hike rates later on this week as well.”
Open the episode · AI Bosses Risk Clash With Wall Street and Trump Over SafetyListen at 21:21
Royal Caribbean’s investment-grade rating benefits its financing.
“It does benefit that they have gotten their investment grade rating and they're solidly investment grade.”
Open the episode · AI Bosses Risk Clash With Wall Street and Trump Over SafetyListen at 21:33
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.