The Analyst, the Disclaimer, and the Two-Speed AI Economy | Ep. 8 скачать в хорошем качестве

The Analyst, the Disclaimer, and the Two-Speed AI Economy | Ep. 8

AI is running at two speeds: the hype-drunk markets pricing in an industrial revolution, and the real world where 95% of projects face-plant. So we brought in the one person who can explain both — Conor O’Prey, the only guest we’ve ever needed a legal disclaimer for. Conor has spent nearly 20 years analysing digital infrastructure stocks - NEXTDC, Megaport, Macquarie Technology Group -and watching capital markets make (and often misread) bets on the future. In this episode, he discusses: • why the AI “bubble” probably isn’t a bubble • how analysts actually judge emerging tech • why the market rewards boring, predictable execution • what CEOs get catastrophically wrong when they talk to analysts • and the supply-chain choke points that could slow AI more than any regulation This is a rare look behind the curtain of how money, technology and hype collide — and what leaders should take away before their next investor briefing. Things. Reasons. is an independent podcast. The views expressed by hosts and guests are their own and do not represent any company or organisation. Content is for general information and entertainment only and should not be taken as professional, legal, or financial advice. While care is taken, no guarantee is made as to accuracy. Any references to people or organisations reflect personal opinions only and are not intended to harm reputation or imply wrongdoing. Follow Naran McClung on LinkedIn here:   / naranmcclung   Follow Jono Staff on LinkedIn here:   / jonathanstaff   Listen on Spotify: https://open.spotify.com/episode/5JgX... Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast... And don’t forget to subscribe and rate the show! We love hearing your thoughts and answering questions. For all enquiries, contact [email protected]