What podcasts say about Uttam Dey

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

What Uttam Dey has said on podcasts

9 statements · 8 positive · 1 negative

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
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
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
on Amazon Descartes AI acquisitionPositiveOct 13, 2026· Investing Experts
Amazon’s reported Descartes AI acquisition would benefit Amazon, AWS, and AI competitiveness.
“I think this is just a great plus for Amazon and for AWS and for AI.”
Listen at 20:07
Open the episode · S&P hits all-time highs, AI trade does all the work
on Marvell TechnologyPositiveOct 13, 2026· Investing Experts
Marvell is entering a faster growth phase driven by optical networking.
“Marvel's, I think, going to switch into this new mode of acceleration.”
Listen at 30:33
Open the episode · S&P hits all-time highs, AI trade does all the work
on Marvell revenue growthPositiveOct 13, 2026· Investing Experts
Marvell’s revenue growth is expected to accelerate from 47% this year to about 67% next year.
“And they expect 47% of revenue growth this year. That accelerates to about, I think, 67% next year.”
Listen at 31:27
Open the episode · S&P hits all-time highs, AI trade does all the work
on AMD revenue growthPositiveOct 13, 2026· Investing Experts
AMD’s growth could accelerate to approximately 75%.
“We're talking about probably an acceleration to 75% growth.”
Listen at 36:51
Open the episode · S&P hits all-time highs, AI trade does all the work
on AI in preclinical drug testingPositiveOct 13, 2026· Investing Experts
AI can provide its greatest benefit in early preclinical drug-testing stages.
“it's the AI, if AI has to actually provide a benefit, it's the first one or two stages in preclinical AI testing, preclinical drug testing stages. where they can provide maximum value and benefit.”
Listen at 42:35
Open the episode · S&P hits all-time highs, AI trade does all the work
on AI drug-development monetizationPositiveOct 13, 2026· Investing Experts
Successful AI drug-development applications could drive substantial monetization in 2027.
“if that happens, 2027 is going to be such a great year for just, you know, delivering the kind of monetization that everyone was asking for.”
Listen at 43:18
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.