Tristan Guerra

Managing Director and Senior Semiconductor Analyst at Baird, providing analysis of Broadcom's financial results, AI chip ramps, and supply-chain positioning.

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Mar 5, 2026 • 50min

OpenAI Scales Back ChatGPT Shopping Plans, Starlink in Europe, Broadcom’s Revenue Projections

Alexa Liautaud, General Catalyst partner investing in defense and space startups. Theo Waite, reporter on Starlink’s push into European mobile partnerships. Tristan Guerra, Baird semiconductor analyst on Broadcom’s AI chip ramps. Catherine Perloff, ad-tech and Amazon reporter on OpenAI’s ad talks. Anne Guillen, e-commerce reporter on OpenAI’s shift from in-chat checkout to app-based shopping. They discuss OpenAI’s commerce pivot, ad partnerships, Starlink’s telco hurdles, and Broadcom’s AI momentum.

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