Hamish Low was quoted in Business Insider on "Trump has flipped the script on Big Tech earnings"
29 April 2025Hamish Low, an analyst at the research firm Enders Analysis, told Business Insider that the "macro uncertainty" triggered by Trump's administration would weigh on tech companies.
He said it would make investors more serious about the "questions that were already growing" about Big Tech's major bets and their potential for returns.
"Impressive capabilities at the frontier of research aren't translating into either people's experiences of AI products or the kinds of returns that match the investments going in," Low told BI.