Appears On
Episode Appearances
Bloomberg Tech · May 5, 2026
Apple Weighs Using Intel, Samsung Processors
“Mentioned as colleague who explained Palantir's business model at Milken panel”
Apple chip manufacturing diversificationU.S. semiconductor supply chain reshoringAI model government pre-release reviews
View AnalysisBloomberg Tech · Apr 24, 2026
Intel Delivers Strong AI-Fueled Outlook
“Discussed investment thesis in Ulysses autonomous underwater vehicles and critical infrastructure tech innovation”
Intel CPU Demand and Data Center AI WorkloadsIntel Foundry Business Execution and 18A/14A Process NodesTech Workforce Reductions and AI CapEx Offset Strategy
View Analysis