Pierre Faragou

Person

Heard in 2 episodes across 1 show since Aug 2026

An equity research analyst at New Street Research who covers publicly traded companies and issues investment recommendations.

Episodes

across 1 show

First heard

Aug 2026

Guest appearances

Episodes per month

Public PodLume episodes featuring it, over the last year.

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3 statements

on SoftBank Group Corp.NegativeNov 10, 2026· Bloomberg Tech
SoftBank’s equipment write-down likely reflected specification and delivery-timing mismatches.
“the problem was probably more when I created specifications and potentially the timing. of the supply they secured with these deposits.”
Listen at 14:06
Open the episode · Anthropic Goes Big as Nvidia, SoftBank Face Pressure
on SoftBank Group Corp.PositiveNov 10, 2026· Bloomberg Tech
SoftBank’s write-down poses extremely limited risk of a broader deployment slowdown.
“I think that risk is extremely limited.”
Listen at 16:08
Open the episode · Anthropic Goes Big as Nvidia, SoftBank Face Pressure
on AI infrastructure deploymentPositiveNov 10, 2026· Bloomberg Tech
AI infrastructure users are still deploying power and computers as quickly as possible.
“No, for the moment, everybody is trying to deploy power to deploy computers as fast as possible, for sure.”
Listen at 17:15
Open the episode · Anthropic Goes Big as Nvidia, SoftBank Face Pressure

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.

2 episodes featuring Pierre Faragou, newest first