Samir Lam
Person
Samir Lam is a financial analyst known for covering technology and communications-software companies, including Twilio. He was cited in the episode as the analyst who downgraded Twilio.
3 episodes featuring Samir Lam
Stock Movers
Akamai turns AI demand into a market-moving deal
The episode shows how AI infrastructure enthusiasm is reshaping technology valuations while exposing weakness in communications and restaurant stocks.
Sep 25, 2026 · 7 min
Bloomberg Tech
AI’s next frontier runs from model costs to robot power
The episode connects cheaper frontier models, uncertain safety coordination, robotics investment, and health hardware to a broader contest over economic and geopolitical power.
Sep 23, 2026 · 56 min
Bloomberg Tech
AI reshapes summit diplomacy and exposes financial concentration
The episode connects U.S.–China technology policy, escalating AI infrastructure investment, and community costs that could reshape markets and politics.
Sep 21, 2026 · 52 min