telemetry products
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 11, 2026 by Clint Sharp · across every show →
Everything said about telemetry products, oldest first
Aug 11, 2026 bearish
Sharp: AI model providers will launch competing telemetry products within 18 months
“I have a near 100% belief that the, that these companies will eventually want to compete with my business. And so, you know, I need them. I need their models. I need the intelligence that they're selling, but I'm, I have some very real concerns that, you know,…”