Speaker 1: Bloomberg Audio Studios, podcasts, radio news.
Speaker 2: A single best idea, a quick effort today. What a
Speaker 2: great set of narratives today. Glenn Hubbard on the future
Speaker 2: of the Federal Reserve. He, of course, all of his
Speaker 2: association with Columbia Business School and Sir Howard Stringer with
Speaker 2: US was a great honor. You know, he's in his eighties,
Speaker 2: but with a venerable history going back decades and decades
Speaker 2: with CBS, with Sony and of course piercing comments on
Speaker 2: the BBC. Henrietta Trey's got us started here. I asked
Speaker 2: her about the president in a lot of foreign initiatives
Speaker 2: given domestic angst.
Speaker 1: I think that the shutdown made that really plain when
Speaker 1: the President just was not in DC very much. He
Speaker 1: was certainly either in mar A Lago or international and
Speaker 1: focused on Israel and Hamas an other is that we're
Speaker 1: not associated with either the government shut down, the Tuesday election,
Speaker 1: or the state of the US economy. And I think
Speaker 1: that's about to change, particularly as the Street gets a
Speaker 1: whole bunch more data from BLS and other exerties that
Speaker 1: we've been lacking. You know, I don't see you being
Speaker 1: able to run away from an economic focus. So I
Speaker 1: would say, if you want to see, you know where
Speaker 1: the Republican Conference is going, see who picks up the
Speaker 1: mantle of focusing on the economy while everyone else is
Speaker 1: distracted with other things.
Speaker 2: And Anda Troy is hugely valuable. Invaded partners, Paul and
Speaker 2: I love to get a people expert on their buy,
Speaker 2: hold and sell of technology. Run Josie definitive, it's City
Speaker 2: Group on the Internet. Here is run Josie on the accounting.
Speaker 2: Over to counting the servers.
Speaker 3: Well, here's the big good news. I believe a lot
Speaker 3: of those servers and chips, even that our seven or
Speaker 3: eight years are become, are still utilized like one hundred
Speaker 3: plus percent. And so the sixth year of the five
Speaker 3: it used to be, I mean years ago it was
Speaker 3: four an hour at five a half six years, that's
Speaker 3: something we're certainly aware of. But again it gets back
Speaker 3: to this capacity side, and all of the checks and
Speaker 3: data that we look at, utilization is high. Even servers
Speaker 3: that are beyond that are high, and they're generating dollars
Speaker 3: off of so you know, as long as you have
Speaker 3: that duration, I think that's that's that's makes sense.
Speaker 2: Ron Josie of City Group on your podcast, We're at
Speaker 2: an Apple, We're at Spotify. On YouTube podcasts, single best
Speaker 2: idea