Vantage ($VNTG) podcast mentions
Timestamped Vantage ($VNTG) mentions across our podcast corpus.
Absolutely. Well, outside of India, I'd love to kind of narrow in on your vantage point, you know, as both a surgeon and chief of urology. I'd love to talk about, you know, one of the biggest topics in healthcare right now, and that's AI. But I'd like to hear where you are seeing AI actually make a real difference across the prostate cancer care pathway. I know there's lots of shiny objects out there, lots of big headlines, but it's always nice to hear from someone who's, you know, on the ground using it where you've seen it make a real difference.
Elizabeth Gregerson · Becker’s Healthcare Podcast · How AI Is Transforming Prostate Cancer Diagnosis and Treatment with Dr. David Albala · 2026-10-18One of the things that I think that I'd like to hear your thoughts on as we close out today's discussion, I mean, looking at this pace of innovation and disruption from your vantage point, what worries you the most and what excites you the most about what you're seeing?
Rachel Warren · Motley Fool Hidden Gems Investing · Why the Companies Most at Risk of Disruption Are Usually the Most Successful Ones · 2026-10-18And yet sitting across both public and private, it does give us a little bit of a vantage point that's a little bit unusual, a little different compared to some of the earlier stage folks who they have helping, where I think are are some of the best in the world at what they do at their stage too. And so, yeah, of course we try and help in that area, but that's just one thing. You know, we're trying to keep our ears open and be helpful where we can be.
Christian Jensen · TBPN · "You Can See Everything" Review, Roadster Reactions, Eric Glyman Joins | Walter Isaacson, Christian Jensen, Tavarish · 2026-10-16Yeah, Keith, just on that relationship, I'd make the argument that tech's leading rates, rates isn't leading tech. Tech's been pushing rates higher because of the CapEx buildout that's fueled much, much hotter nominal GDP in this country. What's curious to me for this week is that we start to see some yield curve flattening come back into the market at the same time we started to see wider credit spreads as well. From my vantage point, that's the market starting to think about the consequences, the negative consequences of a hiking cycle over at the the Federal Reserve. How are you thinking about that with regards to the CapEx buildout in the tech sector?
Jonathan Ferro · Bloomberg Surveillance · Bloomberg Surveillance TV: October 16th, 2026 · 2026-10-16Good morning, Carl. Well, data centers are top of mind here in Ohio as people prepare to head to the polls. Now, I'm here in Oregon which is no stranger to large energy infrastructure projects. You have a Sinopec refinery right back there, PBF Refinery down the road as well. There's a power plant right there, as well as these transmission lines from FirstEnergy, a number of manufacturing facilities as well. But it's a proposed data center that is now dividing this community of 20,000. Vantage Data Centers wants to develop this grassy land behind me into a 500-megawatt facility. Now, this also happens to be within Ohio's 9th Congressional District. This is a key toss-up rematch race between Democrat Marcy Kaptur and Republican Derek Merrin that was decided 2 years ago by fewer than 2,400 votes. And Speaker Johnson was actually in this very county just last week talking about how this is a top 5 race.
Pippa Stevens · Squawk on the Street · 10AM Hour: AI Trade Comes Under Fire, Bending Spoons CEO on Berkshire Investment, New Anthropic Revenue Numbers 10/15/26 · 2026-10-15