$PLD Prologis Tape Reports
Per Ticker.id: $PLD Prologis Tape Reports — 2 podcast mentions across 2 podcasts (30 days), latest 2026-08-18 15:00 UTC.
I've, I've written a lot of Prolog.
Martin Casado — The a16z Show · The New Economics of AI | Martin Casado & Steven Sinofsky · 2026-08-25And so it's, but so it's interesting because to compare and contrast, even in the case of Prolog, you're kind of like, for these to— you're coding it. It's algorithmic.
Steven Sinofsky — The a16z Show · The New Economics of AI | Martin Casado & Steven Sinofsky · 2026-08-25Absolutely. Absolutely. I think that the globalization that took place really from, you know, it started, I guess, in the '80s, '90s, aggressively 2000s. Is reversing, no question about that. I think we've acknowledged that it is very dangerous, that we can't have critical metals, minerals, resources in the hands of people that want to take us over and they want to bury us. And so that, I think, is a big trade, the reshoring trade, that sort of Hamiltonian approach where, again, Trump has put these tariffs on, so he's going to put the pressure on businesses to bring their capital back to the or back to the West and Western Hemisphere. And I think that that is alive and well, and the companies that we're investing in do benefit from that— industrial companies, different companies that are going to be housing the businesses and capital that comes back, Prologis and so forth. We have an investment in Prologis as an example. Carlisle Materials, which again, do siding, roofing, all that stuff with reindustrialization. They already have a great installed base, but that just adds more growth to their business and so on. So no. And then also ultimately in finding metals and minerals and in some of these, some of these important strategic investments. It was just a couple of days ago, a couple of weeks, maybe a week or two ago that the White House convened that mining conference. I think that's a, that's a huge issue. And I think a big, big event even in Canada, believe it or not. I mean, Canada, we've got these resources that has the US salivating if we ever develop them. But we've got all of these woke socialists up here. But even our Prime Minister, Mark Carney, is having an investment summit, a mining summit, September, I think it's 15th or so, 15th, 16th in Toronto. And he's bringing together mining executives to try to fast-track more development in Canada. So, and that's coming from someone who's quite left and, you know, and really has been held hostage by the environmental groups. But even then, he's saying like, this is impossible not to get involved in. So that again is part of deglobalization, building up resources in the Western Hemisphere. I'm sure the US is putting lots of pressure also on Canada, and I'm glad for that.
Jonathan Wellum — Thoughtful Money with Adam Taggart · With Trust Breaking The World Over, Quality Collateral Is Now Key | Jonathan Wellum · 2026-08-18