# Broadcom Slides by Most in More Than a Year on AI Outlook Miss

An episode of [Bloomberg Intelligence](https://invisiblenetwork.ai/podcast/326301337), 4 Jun 2026, 19 min.

Audio: https://podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/7f534b8c-9e91-429a-b102-ae3c00090c6d/912e6933-a656-423a-9ddc-b45f0113aeea/audio.mp3?utm_source=Podcast&in_playlist=0ad812bf-fd15-4012-a18c-ae3c00090c76

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Broadcom’s outlook. Broadcom Inc. shares plunged after the company’s forecast for sales of its artificial intelligence chips disappointed investors. AI semiconductor revenue will be $16 billion in the fiscal third quarter, falling well below analysts’ expectations of $17.2 billion on average. -Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses SpaceX’s IPO. SpaceX is planning to offer shares at $135 apiece to raise $75 billion in its initial public offering. The IPO is expected to start formal marketing on June 4 and price as early as June 11, with the company making its debut on Nasdaq and Nasdaq Texas under the symbol SPCX. -Gene Munster, Managing Partner at Deepwater Asset Management, also joins to discuss SpaceX’s IPO. See omnystudio.com/listener for privacy information.

## Transcript

[0:02] Speaker 1: Bloomberg Audio Studios, podcasts, radio news. You're listening to the
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[0:24] Speaker 2: Let's bring in Man deep Seeing, our global tech research
[0:26] Speaker 2: head here at Bloomberg Intelligence to talk more about what
[0:29] Speaker 2: we're hearing from a company like Broadcom, who sticker, by
[0:32] Speaker 2: the way, is Abygo, So it always gets confusing.
[0:34] Speaker 3: It does Aago.
[0:35] Speaker 2: That's what it used to be before it was renamed Broadcam.
[0:38] Speaker 2: I didn't know that hok Ten runs Broadcom formerly Avago.
[0:43] Speaker 2: Is he someone who tends to be conservative in his outlook?
[0:45] Speaker 2: I mean this was a disappointing outlook for investors who
[0:48] Speaker 2: wanted more. But is he by nature conservative? Could that
[0:51] Speaker 2: be part of it?
[0:52] Speaker 4: I would characterize it slightly differently. He's not like Jensen,
[0:56] Speaker 4: who really would always you know, go big in terms
[0:59] Speaker 4: of his numbers, and he will always talk trillions hopped in.
[1:04] Speaker 4: On the other hand, is more I would say grounded
[1:08] Speaker 4: in the sense like yes, he would talk in terms
[1:10] Speaker 4: of gigawatts and you know how he has got more
[1:14] Speaker 4: customers now, but he won't make any bold bets around
[1:18] Speaker 4: you know, four trillion, five trillions, So we didn't hear
[1:21] Speaker 4: those sort of numbers. But look, overall, I thought the
[1:25] Speaker 4: print was solid. Whenever you see, you know, valuations really
[1:29] Speaker 4: go up so much in anticipation of good earnings. You
[1:32] Speaker 4: could say that Byside Bogie was higher and they didn't
[1:35] Speaker 4: live up to their estimates. But to me, this is
[1:38] Speaker 4: a company that's growing top line over sixty percent and
[1:41] Speaker 4: it's going to do that at least for the next
[1:44] Speaker 4: two to three years. That's very solid.
[1:46] Speaker 2: So is this a company that is setting the bar low?
[1:49] Speaker 2: And is that the way that perhaps some of these
[1:52] Speaker 2: hardware companies need to be going into earnings announcements setting
[1:55] Speaker 2: the bar low so that they can easily top it
[1:58] Speaker 2: and then kind of wow people at the end of
[2:00] Speaker 2: the day.
[2:01] Speaker 4: Yes. And also everyone is trying to triangulate here. If
[2:05] Speaker 4: Google is doing more business with Entropic, and Entropics backlog
[2:10] Speaker 4: is two hundred billion, should Broadcom be getting a piece
[2:15] Speaker 4: of that pie because that's definitely not going to Nvidia.
[2:19] Speaker 4: Or if it's going to Nvidia, then is it coming
[2:21] Speaker 4: at the expense of broad comment. So you know that
[2:24] Speaker 4: two hundred billion dollar number was so big coming from
[2:27] Speaker 4: Entropic that everyone was modeling. You know, Broadcom should be
[2:31] Speaker 4: the obvious beneficiary because they make most of Google TPUs.
[2:36] Speaker 4: That wasn't evident in the guidance last night where they
[2:39] Speaker 4: said they have six XPU customers now and you know
[2:43] Speaker 4: they will do up to ten gigawats in twenty twenty seven,
[2:47] Speaker 4: and it's going to ramp up very nicely. But there
[2:50] Speaker 4: wasn't that sort of lift, that two hundred billion dollar
[2:52] Speaker 4: backlock converting to probably a bigger estimate than what they
[2:56] Speaker 4: had guided to previously.
[2:57] Speaker 3: It's Broadcom, then they make good chips. I mean, look,
[3:02] Speaker 3: if it's a good chip maker, I'm binding on the
[3:05] Speaker 3: back today.
[3:06] Speaker 4: Look at the entire Google TPU ecosystem is all made
[3:11] Speaker 4: by Broadcom chips. Like Google doesn't make it sound chips,
[3:15] Speaker 4: so it does it in partnership with Broadcom and now Entropic,
[3:20] Speaker 4: which is the leading frontier model that was all trained
[3:25] Speaker 4: on Google TPUs, and Entropic gave a two hundred billion
[3:29] Speaker 4: dollar contract for Google TPUs that's going to go through
[3:34] Speaker 4: twenty thirty. So in theory, Broadcom should be a major
[3:38] Speaker 4: beneficiary of that vist. Well, they didn't erase their guidance.
[3:45] Speaker 4: Everyone is saying, you already got you told me this
[3:49] Speaker 4: ninety days back in the last ninety days, this entropic
[3:52] Speaker 4: contract came into the scene. Why are you not lifting
[3:55] Speaker 4: your guidance more? And it happens all the time.
[3:58] Speaker 2: Okay, So that's story with Broadcom, and it sounds like
[4:01] Speaker 2: it is specific to Broadcom rather than applicable to the
[4:05] Speaker 2: rest of the AI world because of that anthropic announcement.
[4:09] Speaker 2: What about CrowdStrike The shares are down about six point
[4:12] Speaker 2: seven percent, modest sales guidance again something that didn't live
[4:16] Speaker 2: up to investor expectations.
[4:17] Speaker 4: Yeah, again a case of valuations front running a lot
[4:21] Speaker 4: of the good news. And they conceded, you know, clearly
[4:26] Speaker 4: coding agents is the big driver when it comes to
[4:29] Speaker 4: AI use and for a company like CrowdStrike that does cybersecurity,
[4:35] Speaker 4: they don't have as much exposure to coding agents being
[4:39] Speaker 4: used more and more in terms of the data security
[4:42] Speaker 4: or you know, providing cybersecurity around coding agents. They said
[4:46] Speaker 4: they are ramping up AI products, but then they were
[4:50] Speaker 4: more focusing on general AI use case, whereas right now,
[4:54] Speaker 4: you know, eighty percent of incremental spend is going towards
[4:58] Speaker 4: coding agent, and they didn't really all out that as
[5:00] Speaker 4: being a driver of their revenue. So you know, the
[5:03] Speaker 4: market picks these little things where they would measure the
[5:08] Speaker 4: bullishness of a company in terms of how much they're
[5:11] Speaker 4: raising estimates as well as what is it that market
[5:15] Speaker 4: is fixated on right now? It's coding agents and entropic. Well,
[5:19] Speaker 4: if you're not telling me that story and that's not
[5:22] Speaker 4: your key focus on their earnings call, then people may
[5:25] Speaker 4: be disappointed when the valuation is so rich.
[5:28] Speaker 1: Stay with us.
[5:29] Speaker 2: More from Bloomberg Intelligence coming up after this.
[5:35] Speaker 1: You're listening to the Bloomberg Intelligence podcast. Catch us live
[5:39] Speaker 1: weekdays at ten am Eastern on Apple, Cocklay and Android
[5:42] Speaker 1: Auto with the Bloomberg Business App. Listen on demand wherever
[5:45] Speaker 1: you get your podcasts, or watch us live on YouTube.
[5:49] Speaker 3: Boy, it's just all about equity markets, new issuance with
[5:52] Speaker 3: that monster monster issuance of secondaries or not secondary stuck,
[5:56] Speaker 3: but I fall on offering from Google Market to stop
[5:59] Speaker 3: that up. No problem. SpaceX hitting the road today for
[6:03] Speaker 3: their IPO, looking the price arguably ideally a week from
[6:06] Speaker 3: today and then trade next Friday, So let's see what's
[6:09] Speaker 3: happening at their new issue marketing exit. Then we have
[6:11] Speaker 3: the AI trades coming after that. Those IPOs are going
[6:14] Speaker 3: to be monsters. Well, Billy lipsholds, he's busy these days,
[6:17] Speaker 3: senior equities reporter for Bloomberg News, trying to make head
[6:20] Speaker 3: and shoulders out of this whole thing. Billy talk to
[6:22] Speaker 3: those first about SpaceX. I mean, there's so many aspects
[6:25] Speaker 3: to which are fascinating. A. It's space be it's elon.
[6:29] Speaker 3: See the total magnitude of the underwriting seventy five large
[6:33] Speaker 3: on a maybe a one point eight trillion market capitalization.
[6:36] Speaker 3: One of the where are we did they start the roadshow?
[6:38] Speaker 3: Are they starting the road show today?
[6:40] Speaker 5: Meetings started today, Calls and first rea interactions with investors
[6:44] Speaker 5: formally started today. It's kind of weird. They went a
[6:46] Speaker 5: bit ahead of schedule. Normally you need fifteen days from
[6:49] Speaker 5: the public flip to the start of marketing. They went
[6:52] Speaker 5: yesterday setting a fixed price range. Our understanding is that
[6:56] Speaker 5: teed them up to start engaging with folks in Australia
[6:59] Speaker 5: and Asia this morning, as opposed to them being kind
[7:01] Speaker 5: of stuck on a one day delay because the deal
[7:04] Speaker 5: is again a bit truncated, expected to price next Thursday.
[7:07] Speaker 5: So they are talking to investors. This has been the
[7:11] Speaker 5: i'd call it, worst kept secret in capital market's history.
[7:14] Speaker 5: So they've had one on one meetings, they've had ttw's,
[7:16] Speaker 5: they've been meeting with investors, they've hosted meetings at Starbase,
[7:19] Speaker 5: they've hosted meetings out in California. So it's one of
[7:22] Speaker 5: those circumstances where if you are surprised by anything you're
[7:26] Speaker 5: hearing right now, you haven't been doing your work.
[7:29] Speaker 3: So are we. I guess the issue is Elon part
[7:32] Speaker 3: of the sales pitch, because if I'm a portfolio manager,
[7:36] Speaker 3: in my mind, it's one hundred percent a bet on Elon,
[7:40] Speaker 3: that's it. And if I don't hear and see and
[7:43] Speaker 3: feel the vision from him, I'm not trying write that
[7:46] Speaker 3: pick of check. What do we know?
[7:47] Speaker 5: We haven't heard if Elon is or isn't part of
[7:49] Speaker 5: these individual meetings. Now, what we do know is the
[7:53] Speaker 5: seventeen minute video that kind of road show was just
[7:57] Speaker 5: CFO Brett Johnson. We do know that Johnson and Gwen
[8:01] Speaker 5: Shotwell will be meeting with Jamie Diamond for interactions around
[8:04] Speaker 5: retail later this evening. Bank of America also hosting an
[8:07] Speaker 5: event with those two. Again, our understanding is Elon is
[8:10] Speaker 5: not part of those conversations. When we look back to
[8:13] Speaker 5: the trip that SpaceX put together where they run it
[8:16] Speaker 5: out I believe a seven forty seven and took a
[8:18] Speaker 5: few hundred of the biggest money managers down to Star Bas.
[8:21] Speaker 5: Elon did make an appearance. He spoke from my understanding,
[8:24] Speaker 5: for about thirty minutes. But for all intents and purposes,
[8:27] Speaker 5: what we've heard from bankers is it's very much CFO
[8:30] Speaker 5: Brent Johnson's show. Does that change, how does that ev
[8:33] Speaker 5: all over? The coming week will be interesting interesting.
[8:36] Speaker 3: Do we know whether they're going again you're talking about
[8:38] Speaker 3: Asia and Australia. Do we know whether they're going to London?
[8:42] Speaker 3: That's kind of another financial global hub.
[8:44] Speaker 5: The terms we've seen center on the US. The one
[8:48] Speaker 5: thing to keep in mind is that again we know
[8:52] Speaker 5: investors from around the world trip to Starbas. We know
[8:54] Speaker 5: that Elon has had interactions so the road show again,
[8:59] Speaker 5: they have a fixed price, have a fixed valuation. From
[9:01] Speaker 5: our understanding from bankers, it's really kind of the line
[9:03] Speaker 5: is set, drawn to the sand, the stage is set.
[9:06] Speaker 5: It's a question of how much you're in for or
[9:08] Speaker 5: not in for at this point as opposed to a
[9:10] Speaker 5: more traditional IPO where you know, the CEOCFO management team
[9:14] Speaker 5: is kind of jet setting.
[9:15] Speaker 3: Around the world. Interesting one of the there's so many
[9:17] Speaker 3: interesting aspects to this transaction obviously, but one of them
[9:20] Speaker 3: is kind of governance. If you're a public shareholder, you're
[9:24] Speaker 3: basically handing over the keys completely to Elon Musk. Super
[9:27] Speaker 3: voting stock gives them complete control of this company. I
[9:31] Speaker 3: think he's probably learned a few things from Tesla in
[9:35] Speaker 3: terms of that. Is there any pushback on that? Do
[9:38] Speaker 3: we hear in any of that from investors?
[9:39] Speaker 5: We've seen pushback from you know, third party entities. We've
[9:43] Speaker 5: seen pushback and heard from different kind of groups that
[9:46] Speaker 5: are you know, upset about things like the fast track
[9:49] Speaker 5: entry rule for the NASDAQ one hundred, the S and
[9:51] Speaker 5: P five hundred changing their rules. When I talk to
[9:54] Speaker 5: investors again, if you invested in Tesla, you believe in
[9:59] Speaker 5: Elon musks vision for robots and autonomous vehicles. If you're
[10:02] Speaker 5: investing in SpaceX to your point, you're investing in Elon's vision.
[10:07] Speaker 5: Is it a bit scary from some investors perspective that
[10:10] Speaker 5: you're kind of all in on a guy who is
[10:11] Speaker 5: the only person who can remove himself. Yes, but if
[10:15] Speaker 5: you've made millions of dollars on Tesla, it's hard to
[10:18] Speaker 5: say you want to take your money and go home now.
[10:20] Speaker 1: Yeah.
[10:20] Speaker 3: And one of the things again, if fire or portfolio mansion.
[10:23] Speaker 3: One of the millions of questions I've had for Elon
[10:25] Speaker 3: Musk is where's your tension, because it's it's wandered in
[10:28] Speaker 3: the past, you know, going into government with those and
[10:32] Speaker 3: how do you allocate your time between Tesla and and
[10:36] Speaker 3: all your other things. I would like to think that
[10:39] Speaker 3: this is the priority for Elon Musk is that's something
[10:42] Speaker 3: that we've heard from investors.
[10:43] Speaker 5: Investors have pointed to that, And the inevitable next point is, well,
[10:47] Speaker 5: he now has super voting on SpaceX. This whole notion
[10:51] Speaker 5: of merging SpaceX with Tesla. Some point down the road,
[10:54] Speaker 5: Elon seemingly has endorsed it. What does that look like?
[10:57] Speaker 5: Is that something that really comes to fruition Again, the
[10:59] Speaker 5: big question around SpaceX is not only the governance issue,
[11:02] Speaker 5: but truly the capex needed for AI for data centers
[11:07] Speaker 5: in space. For this notion that they're going to mine
[11:09] Speaker 5: asteroids is tens, if not hundreds of billions of dollars.
[11:13] Speaker 5: How do you actually finance that? And what does it
[11:15] Speaker 5: look like in the next year and even the next decade.
[11:18] Speaker 3: And what's the lockup again? Is unique lockup?
[11:21] Speaker 5: There's a unique lockup. Basically more shares can be unlocked
[11:24] Speaker 5: just after earnings and then Elon is locked up for
[11:27] Speaker 5: a full year. One of the things that was interesting
[11:29] Speaker 5: talking to folks on the byside is this whole kind
[11:31] Speaker 5: of deal has come together, was well, Elon never really
[11:34] Speaker 5: sold Tesla, and if his whole vision is to merge
[11:37] Speaker 5: the two together, he's not going to sell a year
[11:39] Speaker 5: or twenty years from now. But they have had some
[11:41] Speaker 5: unique structures where it's tied to performance, it's tied to
[11:44] Speaker 5: kind of expedite and getting more shares available for trading.
[11:49] Speaker 5: Stay with us.
[11:49] Speaker 2: More from Bloomberg Intelligence coming up after this.
[11:54] Speaker 1: You're listening to the Bloomberg Intelligence podcast. Catch us live
[11:57] Speaker 1: weekdays at ten am Eastern on a corplay and Android
[12:01] Speaker 1: auto with the Blueberg Business app. Listen on demand wherever
[12:04] Speaker 1: you get your podcasts, or watch us live on YouTube.
[12:08] Speaker 3: We want to continue the tech discussion, we can do
[12:10] Speaker 3: that with Gene Monster managing partner at a deep order
[12:12] Speaker 3: asset management. Gene got to start with the big one here, SpaceX.
[12:17] Speaker 3: What's your call to your clients.
[12:20] Speaker 6: This is a fundamental company to own for the long term,
[12:24] Speaker 6: and let's just skip all the noise around what's happening
[12:27] Speaker 6: with the IPO, the trading over the next month. There's
[12:30] Speaker 6: a lot of dynamics in that. My sense is that
[12:32] Speaker 6: it probably moves up and then might move off a
[12:35] Speaker 6: little bit as some of those lockups get released. But
[12:37] Speaker 6: I think what's most important is where this company is going.
[12:40] Speaker 6: And like him or not, Elon is a generational founder
[12:45] Speaker 6: and what he's put together in terms of building a
[12:47] Speaker 6: sovereign AI company that's everything from chips to energy distribution,
[12:53] Speaker 6: that piece is unique. And if we take the approach
[12:56] Speaker 6: that having vertical or sovereign AI is a competitive advantage
[13:03] Speaker 6: because you can innovate faster and distribute faster. If that
[13:07] Speaker 6: is true and you believe that AI is going to
[13:11] Speaker 6: ultimately be foundational to humanity, I think this really sets
[13:14] Speaker 6: up as one of those generational companies to own, and
[13:17] Speaker 6: so you kind of got to look at the conversation
[13:21] Speaker 6: in two pieces. But this company really does stand alone
[13:24] Speaker 6: when it comes to its unique set of assets, and
[13:27] Speaker 6: it's I think, just a very exciting time in tech.
[13:29] Speaker 3: You know, I was talking to some cell side shops
[13:31] Speaker 3: and it appears like the aerospace annals are going to
[13:34] Speaker 3: cover this name. I'm wondering how the company, how the
[13:38] Speaker 3: unwriters are going to position it. You kind of gave
[13:40] Speaker 3: us at the AI angle here, it's a space company.
[13:44] Speaker 3: I don't know what this thing is. We're talking about
[13:46] Speaker 3: putting people on Mars. It's tough to position, don't you think.
[13:51] Speaker 6: I think that it's tough to position if you kind
[13:55] Speaker 6: of look at where they have been, I think over
[13:58] Speaker 6: the long haul, thinking about kind of their rocket business,
[14:01] Speaker 6: and I think that if you look at what they've
[14:02] Speaker 6: done over the last one and three years, I think
[14:06] Speaker 6: it's easier and easy to position. Also, if you think
[14:08] Speaker 6: about what is at the core of Elon's most passion,
[14:12] Speaker 6: which is AI. And he's had electrification, he's had other businesses,
[14:17] Speaker 6: but really AI is kind of his violin concerto. And
[14:20] Speaker 6: so when you think about this one trillion dollar revenue
[14:24] Speaker 6: target that they have for twenty thirty, they're going to
[14:26] Speaker 6: do what's it forty billion this year. I mean, that's
[14:30] Speaker 6: a meaningful step up as an understatement. But when you
[14:33] Speaker 6: think about that that trillion, they didn't break out in
[14:35] Speaker 6: the S one where the contribution comes from. But my
[14:38] Speaker 6: sense is the majority of that is going to be
[14:40] Speaker 6: somehow AI related, whether it's connectivity, subscription services, third parties
[14:48] Speaker 6: like Anthropic using some of their capacity. So I think
[14:52] Speaker 6: that the AI piece is going to be what this
[14:55] Speaker 6: company is all about. So I want to go back
[14:57] Speaker 6: to your earlier comment, which is this company is going
[14:59] Speaker 6: to be covered by space analysts and and kind of
[15:04] Speaker 6: you know that that side of it. I think it's
[15:05] Speaker 6: a miss and it reminds me back in in uh,
[15:09] Speaker 6: you know, two thousand and four, two thousand and five,
[15:11] Speaker 6: I was an analyst that was covering consumer tech and
[15:16] Speaker 6: it was the first to pick up Apple as a
[15:18] Speaker 6: kind of a device company at the time, just on
[15:20] Speaker 6: the heels of the iPod and the entire coverage universe.
[15:25] Speaker 6: Now keep in mind, Apple is a like a four
[15:27] Speaker 6: billion dollar market cap at the time, but the entire
[15:31] Speaker 6: coverage was based on them being competitors with HP and Compact,
[15:35] Speaker 6: and it just missed the point. So I think what
[15:37] Speaker 6: we will see here is this narrative around specifically, is
[15:42] Speaker 6: that their biggest revenue opportunity is in AI, and I
[15:45] Speaker 6: think that that's that's where it's going to be positioned.
[15:48] Speaker 6: I would just say this is you know, I mentioned
[15:50] Speaker 6: all the you know, the you know, this breathtaking growth
[15:53] Speaker 6: that's expected, and how unique these assets are. I think
[15:55] Speaker 6: the biggest challenge for SpaceX is this is a company
[16:00] Speaker 6: that a lot of the employees are passionate about space.
[16:03] Speaker 6: I mean, if you look at Starbase, I mean this
[16:04] Speaker 6: whole concept that was down for the one of the
[16:07] Speaker 6: Scrubb launches recently, and the concept of Starbase I think
[16:10] Speaker 6: is just really surprised me. I think it's underappreciated. The
[16:14] Speaker 6: city that they have built and will continue to expand.
[16:17] Speaker 6: But I think one of the challenges is just in
[16:19] Speaker 6: terms of culture. You know, imagine being an engineer and
[16:22] Speaker 6: you've moved your family into the middle of nowhere in Texas.
[16:25] Speaker 6: You're living on a city that essentially tests that SpaceX
[16:29] Speaker 6: has made, and you've had this passion around going to Mars,
[16:33] Speaker 6: and then you go a public on this inspiration of
[16:36] Speaker 6: being an AI first company. There's that piece to it,
[16:39] Speaker 6: But beyond that, I think that AI is really core
[16:42] Speaker 6: to that, and I think that's where the followship from
[16:45] Speaker 6: investors is going to lead to in the months to come.
[16:48] Speaker 2: SpaceX is in the portion of its process where it
[16:51] Speaker 2: is holding its roadshow for investors, and what we know
[16:55] Speaker 2: of it so far is that it has a seventeen
[16:57] Speaker 2: minute video presentation in which the CFO, Brett Johnson appears.
[17:03] Speaker 2: What do you hope to learn from this roadshow or
[17:05] Speaker 2: do you have all the information that you need in
[17:07] Speaker 2: order to move forward with how you believe this company's positioned?
[17:14] Speaker 6: Well, I think I mean I've been studying the company
[17:15] Speaker 6: for a long time. I think I've got a good
[17:17] Speaker 6: sense of Undoubtedly, I'm going to watch the presentation. What
[17:20] Speaker 6: I do hope to learn is more about how they're
[17:23] Speaker 6: communicating this kind of acceleration and growth, because that ultimately
[17:28] Speaker 6: comes down to how you know the value is going
[17:31] Speaker 6: to be created over the long term. And they don't
[17:33] Speaker 6: have to, of course hit those numbers, but that's the specifics.
[17:36] Speaker 6: Is this trillion dollar number? I think they talked about
[17:38] Speaker 6: a forty two trillion dollar market opportunity, but just some
[17:41] Speaker 6: more specifics around that. Undoubtedly he will be asked around that,
[17:45] Speaker 6: you know, give us pockets, is you know of that
[17:48] Speaker 6: trillion dollars is a two hundred billion and cloud getting
[17:51] Speaker 6: served served to third parties?
[17:54] Speaker 4: Is it?
[17:54] Speaker 6: You know, their their launch business. Some of the kind
[17:57] Speaker 6: of the details around how to get there right whatever
[17:59] Speaker 6: has answer is the street is going to run it
[18:03] Speaker 6: through the Elon filter and he will undoubtedly stand up
[18:07] Speaker 6: and see these are the real numbers. These are numbers.
[18:09] Speaker 6: Will feel confident and when you think about putting the
[18:13] Speaker 6: filter on those numbers, we have to do some of that.
[18:16] Speaker 6: When we think about it, just think about what they've
[18:18] Speaker 6: done over the past month and a half. I mean,
[18:20] Speaker 6: they've done this anthropic the O, they're launching rockets, they're
[18:23] Speaker 6: preparing for an IPO. This company, i can say, is
[18:26] Speaker 6: just an intensity level that can do things that are
[18:29] Speaker 6: very hard to do. So what I'm telling, what I'm
[18:32] Speaker 6: saying is don't put it through too much of a filter.
[18:35] Speaker 4: Jillion number.
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Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them.