Uttam Dey

What Uttam Dey has said on podcasts

9 statements

1. on AI inference monetizationPositiveOct 13, 2026· Investing Experts

   AI inference will begin producing meaningful monetization over the next one to two years.

   “I'm quite optimistic about where we're going to go, you know, over the next one to two years, as we see inference switching gears into the real monetization”

   Listen at 15:14

   Open the episode · S&P hits all-time highs, AI trade does all the work
2. on Chairman WalshNegativeOct 13, 2026· Investing Experts

   A less communicative Chairman Walsh could increase uncertainty around interest-rate expectations.

   “we could suddenly see a, you know, Chairman Walsh who is trying not to give as much information and just let the market dictate their own forces and their own conclusions around the interest rate outlook.”

   Listen at 16:37

   Open the episode · S&P hits all-time highs, AI trade does all the work
3. on AI M&APositiveOct 13, 2026· Investing Experts

   Ongoing AI M&A signals that the AI business outlook remains strong.

   “if M&A is happening. That's one sign of AI business that the outlook for AI is still strong.”

   Listen at 17:47

   Open the episode · S&P hits all-time highs, AI trade does all the work

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.

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