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John Abbott

Nov 4, 2026

16:45
today? What are you looking at today?
16:46
Well, I suppose that's why I was leaning up to that.
16:49
The thing... there's a lot of complexities now that go beyond the technology in computing.
16:57
And those are things I have been covering at S&P.
17:02
And they were things like geopolitics and supply chain, you know, all those trade leverage for competitive protection or security.
17:13
Yeah, and landmark things for me there were the super micro supply chain scare in 2018 when these reports came out that...
17:21
when super micro servers were, um, manufactured in Asia, potentially some foreign components in there that could lead to security concerns.

6 MINS LATER

23:19
Whenever I speak to a young startup, they go, oh gosh, we... we don't have anything for analysts we don't have data or we are not public we we're far too young we don't have a an established page of logos um and analysts wouldn't be interested what would you say to that

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