Jeff Keller

What Jeff Keller has said on podcasts

36 statements

1. on AI adoptionPositiveAug 31, 2026· Monetary Matters with Jack Farley

   AI adoption is continuing upward along an S-curve.

   “I think we're still moving upwards on an S curve with regards to AI adoption.”

   Listen at 2:42

   Open the episode · The Certainty Premium: What’s Driving the Tech Sector Divergence? | Jeff Keller
2. on AI labsPositiveAug 31, 2026· Monetary Matters with Jack Farley

   Some AI labs could achieve double-digit growth for 10–15 years.

   “you could have 10 to 15 years of double digit growth for some of these AI labs and that'll lift all boats.”

   Listen at 2:56

   Open the episode · The Certainty Premium: What’s Driving the Tech Sector Divergence? | Jeff Keller
3. on Application softwareNegativeAug 31, 2026· Monetary Matters with Jack Farley

   Application software remains exposed to unresolved disruption concerns.

   “I think the application software obviously is still under question.”

   Listen at 4:33

   Open the episode · The Certainty Premium: What’s Driving the Tech Sector Divergence? | Jeff Keller

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.

• Aug 31, 2026Markets reward AI certainty over distant promisesMonetary Matters with Jack FarleyAug 31, 2026Guest