Big Tech CEOs on what AI spending depends on
People: tech CEOsTopic: AI spendingTopic: economic growth
And if that is going to be true, then the question is, what is the world GDP growth rate?
For investment teams
Leadership intelligence for investment teams
What executives say between earnings calls, with the speaker and the second, sent as it’s said.
Trackers, the API and team workspaces are in pilot, by request. 85 shows and about 4,300 checked quotes, as of Nov 13, 2026.
Why PodData
What you use today, and what it misses
What teams use today
AlphaSense , Quartr , Aiera and CEOInterviews .
What it misses
Earnings calls and filings are covered well. What executives say between them, on podcasts and in long interviews, is thinner, and is rarely sent as an alert.
What a tracker gives you
Executives’ remarks between earnings calls, with the speaker named, by email, Slack, a webhook or the API.
In pilot
What other products cover is from their own pages, as read on Nov 12, 2026. Each name links to the page we read.
Sample trackers In pilot
Trackers you could write
Each is one sentence, with a real quote it would have caught on a show we follow. The words it matched are marked, and the second plays the show’s own recording from there.
Cloud CEOs on AI demand they can’t yet serve
People: cloud CEOsTopic: AI demandTopic: capex
even spending $220 billion in CapEx this year, we’re leaving a meaningful amount of demand on the table.
Big Tech CEOs on the risk of overbuilding AI compute
People: Big Tech CEOsTopic: AI computeTopic: overbuild risk
if AI works overall, plenty of other people want all our compute. So they’re willing to pay.
AI lab CEOs on compute commitments and revenue growth
People: AI lab CEOsTopic: compute commitmentsTopic: revenue growth
If I’m just off by a year in that rate of growth or if the growth rate is 5x a year instead of 10x a year, then you go bankrupt.
Sundar Pichai on how Google allocates AI compute
Person: Sundar PichaiCompany: GoogleTopic: compute allocation
the first principles we operate on is to making sure we have enough compute to invest in the frontier.
How we name speakers
A name only when the evidence agrees
The speaker, or “unconfirmed”
Every quote says “Speaker confirmed” or “Speaker unconfirmed”. We would rather say we’re unsure than guess.
No voice prints
We name people from what is said and written about an episode, never from a stored voice.
The exact words, to the second
Each quote is checked word for word against the transcript, and links to the show’s own recording at its second.
Tell us who you need to hear.
Write it in one sentence. We’ll show you what PodData would have caught, and set your team up in the pilot.
Request pilot access