Stan Boland
7 statements across 1 episodes · 3 bullish · 4 bearish · 1 people on the record · first statement Apr 10, 2025 by Stan Boland · across every show →
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Everything said about Stan Boland, oldest first
Apr 10, 2025 bullish
Stan Boland: UK tech sector will reach $500B valuation in 10 years
“I think in, in 10 years time, I think we will be on, we will have achieved this five hundred billion dollars valuation in, in tech, and the UK will be seen as the magnet in Europe in which people come to kind of build these companies so that, that's what I thi…”
Apr 10, 2025 bullish
Boland: Edge AI Inference Will Require High Silicon Capacity
“I mean, yeah, but with that is coming a lot more sort of chain of thought reasoning, a lot more test time compute, so the token generation is still going up, actually. So I still think there's going to be a large amount of silicon required to be able to do sor…”
Apr 10, 2025 bullish
Stan Boland: Rolls-Royce stock surge is just beginning due to defense demand
“Probably Rolls-Royce, actually because I do think defense is gonna be a big kicker in terms of demand so the air engine business and the, I mean, it's actually gone like a rocket this year anyway, that stock, I mean, it's gone like three X this year but I actu…”
Apr 10, 2025 negative
Apr 10, 2025 negative
Boland: Cumulative UK tax increases are 'shooting ourselves in the foot'
“Yeah, the principles have been, remove non-DOM status, change inheritance tax rules, you know, change capital gain tax, put fees on private schools, and then assume that everybody's going to be happy to stay, really. I mean, yeah, that, that, I just think that…”
Apr 10, 2025 negative
Apr 10, 2025 bearish
Boland: AI agents and APIs will outperform consumer chat models
“It's not obvious to me that the consumer chat interface is the winning interface, really. It seems to me that the API interface and the application calling agent calling might be a bigger interface, so I'd probably put the money elsewhere.”