← Nicolas Owens
What podcasts say about Nicolas Owens
Every statement, with the speaker, the exact quote and the moment it was said.
What Nicolas Owens has said on podcasts
4 statements · 2 positive · 1 negative · 1 neutral
SpaceX has a strong growth trajectory.
“they have a very strong trajectory.”
Open the episode · Is Nvidia Selling More Chips Than Anyone Can Use?Listen at 29:26
SpaceX could have $144 fair value under a server-rental-only scenario.
“I can get to $144 fair value if all they do is rent out Colossus for the next five years and never launch another satellite.”
Open the episode · Is Nvidia Selling More Chips Than Anyone Can Use?Listen at 33:10
Market economics will eventually cause AI-compute supply to catch up with demand.
“The sort of normal laws of the market would say that eventually an economics would drive supply catching up.”
Open the episode · Is Nvidia Selling More Chips Than Anyone Can Use?Listen at 33:46
SpaceX’s current CapEx will increase expenses as purchased assets depreciate.
“If we spent $50 billion in CapEx this year, that's not hitting our income statement, but it will as we start depreciating those things that we bought.”
Open the episode · Is Nvidia Selling More Chips Than Anyone Can Use?Listen at 35:14
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.