What podcasts say about Rohan Goswami

Every statement, with the speaker, the exact quote and the moment it was said.

What Rohan Goswami has said on podcasts

9 statements · 2 positive · 4 negative · 3 neutral

on David EllisonPositiveSep 22, 2026· Prof G Markets
Ellison has defeated Netflix and Skydance in successive business contests.
“He has now twice bested his opponents, first Netflix and then the stick.”
Listen at 11:00
Open the episode · David Ellison’s Media Takeover Just Got Greenlit
on ParamountNeutralSep 22, 2026· Prof G Markets
Paramount will make personnel and talent changes to signal its strategic direction.
“I do think we're going to see a lot of personnel and talent moves designed to sort of show the world where Paramount wants to go next.”
Listen at 14:11
Open the episode · David Ellison’s Media Takeover Just Got Greenlit
on AI computePositiveAug 13, 2026· Prof G Markets
More chips entering the market should reduce compute costs and improve access.
“As more chips make it to the marketplace, it becomes cheaper and easier for people to actually get their hands on compute.”
Listen at 4:43
Open the episode · “AI Compute Futures” — Has Wall Street Gone Too Far?
on AI compute pricesNeutralAug 13, 2026· Prof G Markets
NVIDIA largely determines AI compute prices because it makes the chips.
“Of course, this isn't actually a free marketplace. It's entirely up to NVIDIA, right? The maker of these chips to actually determine the prices.”
Listen at 4:50
Open the episode · “AI Compute Futures” — Has Wall Street Gone Too Far?
on Nvidia CorporationNegativeAug 13, 2026· Prof G Markets
NVIDIA does not want customers to know compute costs.
“They don't actually want people to know how much this costs.”
Listen at 5:04
Open the episode · “AI Compute Futures” — Has Wall Street Gone Too Far?
on AI compute futuresNegativeAug 13, 2026· Prof G Markets
AI compute futures may not become a genuine market while NVIDIA controls supply.
“it is not ever, in my opinion, going to be a real market because it would be analogous to standard oil, right? If there was one company that basically controlled in its entirety the flow of oil.”
Listen at 7:20
Open the episode · “AI Compute Futures” — Has Wall Street Gone Too Far?
on Nvidia CorporationNeutralAug 13, 2026· Prof G Markets
NVIDIA controls the future supply and pricing of AI compute.
“There's no other game in town except for NVIDIA, right? So if NVIDIA's stated mission is to make chips less scarce, to bring more chips into the ecosystem, you're depending on them basically to set the price, not just now, but down the road of this asset.”
Listen at 7:42
Open the episode · “AI Compute Futures” — Has Wall Street Gone Too Far?
on NVIDIA chip subsidiesNegativeAug 13, 2026· Prof G Markets
NVIDIA subsidies disadvantage entrants and lock AI labs into its ecosystem.
“they're subsidizing their chips at the expense of any potential new entrant and trapping these labs inside of their ecosystem.”
Listen at 9:24
Open the episode · “AI Compute Futures” — Has Wall Street Gone Too Far?
on AI industryNegativeAug 13, 2026· Prof G Markets
If AI is a circular dud that goes to zero, the Enron comparison becomes fraudulent.
“If you think this is a dud, if you think this is going to zero, which some people do, and you think it's very circular, then... then yes, the comparison is apt in that it's fraudulent”
Listen at 13:23
Open the episode · “AI Compute Futures” — Has Wall Street Gone Too Far?

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.