Sam Rodriguez

What Sam Rodriguez has said on podcasts

33 statements

1. on Google SearchNeutralAug 10, 2026· Equity Mates Investing Podcast

   Google Search was previously viewed as difficult to disrupt.

   “I don't think anyone thought that Google Search could be a disruptable franchise three years ago.”

   Listen at 0:00

   Open the episode · AI investors are getting nervous. Should they be?
2. on AI SpendingPositiveAug 10, 2026· Equity Mates Investing Podcast

   AI capital expenditure expectations are currently high and expected to remain high.

   “we are at a very high level of expectation for ar capex not just is but will be in the future in my view”

   Listen at 3:34

   Open the episode · AI investors are getting nervous. Should they be?
3. on AI compute revenue and marginsPositiveAug 10, 2026· Equity Mates Investing Podcast

   Major technology companies are increasing AI-compute revenue and margins.

   “we got really strong evidence that these companies are actually expanding the revenue from AI compute. and also that the margins are going higher as well”

   Listen at 4:52

   Open the episode · AI investors are getting nervous. Should they be?

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.

• Sep 28, 2026AI panel shifts the risk debate from takeover to misuseMoonshots with Peter DiamandisSep 28, 2026
• Sep 27, 2026AI panel rejects doom-driven pauses while confronting real risksMoonshots with Peter DiamandisSep 27, 2026
• Aug 10, 2026AI spending faces its hardest test: sustainable returnsEquity Mates Investing PodcastAug 10, 2026Guest
• Aug 9, 2026AI stocks rebound as markets confront leverage and macro risksEquity Mates Investing PodcastAug 9, 2026