What podcasts say about compute
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about compute
7 statements · 5 positive · 2 neutral
Compute is highly valuable because artificial intelligence is used in business.
“And it's worth a ton of money in a world where artificial intelligence is a real part of business.”
Open the episode · 'Mad Money w/ Jim Cramer 11/5/26Listen at 5:45
Demand for compute will approach infinity as intelligence advances.
“the demand for that will be something approaching infinity”
Open the episode · Bill Ackman on building the next Berkshire, AI & his next 10-baggerListen at 10:13
Owning compute exposure is a good investment trade.
“being long compute is a good trade”
Open the episode · Bill Ackman on building the next Berkshire, AI & his next 10-baggerListen at 10:22
Futures markets and ETFs tracking compute prices will emerge.
“So now you have to assume you're going to get futures markets on the price of compute. And then you're also going to get an ETF product.”
Open the episode · It's a bull market and nobody drinks anymore.Listen at 58:04
Financial advisors may include compute as an allocation within three years.
“Is there a world in which in three years, financial advisors are showing— a model asset allocation, and there's a slice for compute.”
Open the episode · It's a bull market and nobody drinks anymore.Listen at 59:41
Compute will power enterprises as oil powered them historically.
“Our belief is that COMPUTE will power every single enterprise the same way oil did in the 1900s.”
Open the episode · Sergey Brin Retakes Gemini, 4 Labs Lose Containment, Compute Trades at NYSE w/ Kush Bavaria | EP #278Listen at 0:41
Compute will become a commodity traded like oil and natural gas.
“COMPUTE will become a commodity.”
Open the episode · Sergey Brin Retakes Gemini, 4 Labs Lose Containment, Compute Trades at NYSE w/ Kush Bavaria | EP #278Listen at 1:13:31
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.