Shows
Psychopath In Your Life with Dianne EmersonBig Tech's Data Centers Are Subsidized Firetraps — Billions in tax breaks, land, and water are going up in smoke. The wrong chips are overheating; new designs are years away, making today's AI a billion-dollar fire hazard waiting to ignite."Tech Bros sold themselves as rule-breaking innovators, but they've long relied on old-world tax breaks and subsidies — selling visions of the future while gaming the system." Clip: Tech Billionaires Have Found a NEW Way to Extort You Music: Would I Lie to You? (Remastered Version) - YouTube ***** Data center buildout is creating new winners, says BofA's Andrew Obin - YouTube Sam Altman - Wikipedia What OpenAI Doesn't Want You to Know - YouTube Nvidia's $500 Billion Gamble (& The AI Bubble) Intel's Government Ba...
2025-10-142h 39
Momenta I Digital ThreadAndrew Obin, Senior Multi-Industry Analyst, BofA - Payback timeOn our 200th episode, we have the honor of welcoming back Andrew Obin, a highly experienced analyst in the Industrial Software sector at BofA. In this episode, Andrew shares insights from his team's latest research report, which offers a remarkably positive outlook on the industrial space, with bullish trends and forecast predictions.
2023-03-0137 min
Momenta I Digital ThreadAndrew Obin, Managing Director, BofA - Digital MachinationsThis week's guest speaker is Andrew Obin, Managing Director at BofA. Andrew is an Industrial Software sector analyst, covering companies like Aspen, Carrier, Dover, Eaton, Emerson, GE, Johnson Controls, Rockwell Automation, and Trane, to name a few. Tune in to hear his perspective on the macro factors that influence these industrial enterprises and some of the key trends he is following.
2022-12-1337 min
Augmented OpsEpisode 77: Industrial Tech Transformation OutlookThis week on the podcast, (@AugmentedPod) we have Andrew Obin, the Managing Director with Bank of America Securities Equity Research. In this conversation, futurist Trond Undheim (@trondau) and his guest, Andrew discuss Wall Street's track record for digital transformation, where investments are made, and finally, Wall Street's tech trajectory. This is Episode #77 of Season 2 and the topic is: Industrial Tech Transformation Outlook.
Augmented reveals the stories behind the new era of industrial operations, where technology will restore the agility of frontline workers. Technology is changing rapidly. What’s next in the digital factory? Who is leading the ch...
2022-05-1853 min
Augmented OpsIndustrial Tech Transformation OutlookThis week on the podcast, (@AugmentedPod) we have Andrew Obin, the Managing Director with Bank of America Securities Equity Research. In this conversation, futurist Trond Undheim (@trondau) and his guest, Andrew discuss Wall Street's track record for digital transformation, where investments are made, and finally, Wall Street's tech trajectory. This is Episode #77 of Season 2 and the topic is: Industrial Tech Transformation Outlook.Augmented reveals the stories behind the new era of industrial operations, where technology will restore the agility of frontline workers. Technology is changing rapidly. What’s next in the digital factory? Who is leading the ch...
2022-05-1853 min