companies
4 statements across 4 episodes · 1 bullish · 3 bearish · 4 people on the record · first statement Apr 7, 2025 by Ryan Petersen · across every show →
Everything said about companies, oldest first
Apr 7, 2025 bearish
Petersen: Factory plans paused as machine costs rise 20-50% under tariffs
“Having talked to a bunch of companies that are in active, active planning mode on building factories, they've actually paused that right now because all of a sudden the machines that they have to buy are going to cost 20 to 50% more depending on where they're …”
Jan 28, 2026 negative
Apr 29, 2026 bearish
Sep 11, 2026 positive
Bates: Companies are already prepared to handle consumer bot swarms
“As you think about in many, many ways, I mean, people have been combating bots that are, you know, coming in and just swarming social media networks just to kind of make sure they get enough click throughs and so on. So I think companies are ready for that, th…”