What podcasts say about JoAnne Feeney
Every statement, with the speaker, the exact quote and the moment it was said.
What JoAnne Feeney has said on podcasts
14 statements · 8 positive · 4 negative · 2 neutral
Cross-investment deals likely accelerate innovation
“it means that innovation likely happens much more quickly than it would otherwise occur.”
Open the episode · Qualcomm Signs Deal to Provide Amazon With Custom AI ChipsListen at 8:56
More chip-design competition will probably reduce Nvidia’s pricing
“which ultimately probably soften a little bit with this increase in competition among the chip designers.”
Open the episode · Qualcomm Signs Deal to Provide Amazon With Custom AI ChipsListen at 9:42
NVIDIA’s market share should decline as competitors enter
“We should expect that market share to fall as more players come in.”
Open the episode · Qualcomm Signs Deal to Provide Amazon With Custom AI ChipsListen at 10:28
AI infrastructure is a rapidly growing market benefiting major suppliers and users
“the market itself, we believe, is growing so quickly that all of these players, at least the ones that we like, Broadcom, NVIDIA, AMD. and then the users like Amazon, Microsoft, Google, et cetera, we think they're playing into a very quickly growing market.”
Open the episode · Qualcomm Signs Deal to Provide Amazon With Custom AI ChipsListen at 10:36
The proposed Descartes acquisition valuation reached up to $6 billion
“the valuation would have been up to six billion.”
Open the episode · Qualcomm Signs Deal to Provide Amazon With Custom AI ChipsListen at 15:10
The abandoned Anthropic-Descartes acquisition probably will not return
“This one probably won't come back”
Open the episode · Qualcomm Signs Deal to Provide Amazon With Custom AI ChipsListen at 16:24
Anthropic and Descartes could still form a commercial partnership
“a commercial partnership is something that we said could happen”
Open the episode · Qualcomm Signs Deal to Provide Amazon With Custom AI ChipsListen at 17:18
Current-generation EUV machines cost roughly half of $400 million
“The current generation is maybe about half that cost.”
Open the episode · Qualcomm Signs Deal to Provide Amazon With Custom AI ChipsListen at 29:17
Samsung will adopt ASML’s new machines in 2028 and TSMC in 2030
“Samsung is going to begin using these new machines in 2028. TSMC is going to begin using these machines in 2030.”
Open the episode · Qualcomm Signs Deal to Provide Amazon With Custom AI ChipsListen at 29:33
AI infrastructure companies’ earnings growth will remain elevated through 2027
“we continue to expect earnings growth to remain at these elevated growth rates going into 2027.”
Open the episode · Qualcomm Signs Deal to Provide Amazon With Custom AI ChipsListen at 31:52
AI infrastructure construction timing may mismatch investor expectations
“we really have to watch out whether or not the timing of the physical build out of AI. it creates a mismatch in terms of investor expectations”
Open the episode · Qualcomm Signs Deal to Provide Amazon With Custom AI ChipsListen at 35:41
GPU rental prices for model training have risen, including older Nvidia chips
“the rental sort of prices for GPUs when it comes to model training has increased even for some of the older NVIDIA chips.”
Open the episode · Qualcomm Signs Deal to Provide Amazon With Custom AI ChipsListen at 36:33
Apple will probably produce 7–10 million foldable iPhones this year
“Apple is probably going to make 7 to 10 million units this year.”
Open the episode · Qualcomm Signs Deal to Provide Amazon With Custom AI ChipsListen at 48:59
Apple is expected to sell all foldable iPhones it produces
“the expectation of essentially everyone is they're going to be able to sell out of every unit they can make.”
Open the episode · Qualcomm Signs Deal to Provide Amazon With Custom AI ChipsListen at 49:04
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.