CJ Desai
5 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Jul 20, 2026 by CJ Desai · said 5 times in 4 episodes since 2026 · across every show →
On the record as a speaker too: CJ Desai's record, appearances and statements → this page counts the times other people say the name.
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brought up most by Molly O'Shea (3)
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2026 5 mentions in 4 episodes 1 per episode
- SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI · Sourcery with Molly O'Shea
- BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
- Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
Everything said about CJ Desai, oldest first
Jul 20, 2026 bullish
Desai: Space-based data centers are physically possible and could succeed
“So physics-wise, at least from what I have read, It seems like it is, there is a non-zero chance of it succeeding, meaning it will succeed once you put enough attention, resources, focus on it, and like we saw some of the frontier labs, you saw that SpaceX sai…”
Jul 20, 2026 neutral
Desai: Coding agents almost always run on proprietary closed models
“Like, for coding agents, ok, you have Cloud Code, you have Codex, there is a Grok build, many options. Cursor has other options available. So what you find is, in those scenarios, you almost always use See or hear close models, not open source models. Propriet…”
Jul 20, 2026 negative
Desai: Hyperscalers are turning away top-50 enterprise customers due to capacity limits
“These hyperscalers, some of them, are running out of capacity, and they're running out of capacity, so this large customer in Texas, speaking to them, they have really good partnership with one of the hyperscalers. They wanted to move more workloads in cloud, …”
Jul 20, 2026 positive