What podcasts say about Anna Rathbun

Every statement, with the speaker, the exact quote and the moment it was said.

What Anna Rathbun has said on podcasts

36 statements · 12 positive · 19 negative · 2 mixed · 3 neutral

on AI data-center constructionNegativeNov 5, 2026· Bloomberg Tech
The market decline is a major temporary disruption to AI data-center construction.
“I think it's a hiccup to the broader market cycle of building these AI infrastructure buildings, data centers. And it's a big hiccup.”
Listen at 6:14
Open the episode · Tech Tumbles as Data Center Buildout Faces New Scrutiny
on data-center-dependent companiesNegativeNov 5, 2026· Bloomberg Tech
Companies paid after data centers go live will experience prolonged cash-flow delays.
“Those are going to be delayed for a long time, and there isn't going to be cash inflow that they were expecting sooner. Now it's going to be later.”
Listen at 7:40
Open the episode · Tech Tumbles as Data Center Buildout Faces New Scrutiny
on AI data-center constructionPositiveNov 5, 2026· Bloomberg Tech
The AI data-center buildout disruption is temporary.
“this is a momentary disruption”
Listen at 8:05
Open the episode · Tech Tumbles as Data Center Buildout Faces New Scrutiny
on Technology stocksPositiveNov 5, 2026· Bloomberg Tech
The sell-off may offer buying opportunities in high-quality technology stocks.
“a lot of the sell-off, I think, may be a buying opportunity for some of the high-quality names.”
Listen at 8:08
Open the episode · Tech Tumbles as Data Center Buildout Faces New Scrutiny
on AI data-center constructionMixedNov 5, 2026· Bloomberg Tech
AI data-center construction will slow but will not stop.
“it's not like we're going to be stopping the build-out of AI data centers. It's just slowing down.”
Listen at 8:15
Open the episode · Tech Tumbles as Data Center Buildout Faces New Scrutiny
on neocloud companiesNegativeNov 5, 2026· Bloomberg Tech
Neoclouds face heightened risk because they are leveraged and paid after data centers launch.
“neoclouds in general are not only highly levered, but they get paid when data centers go live. So that's a double whammy for certain industries.”
Listen at 8:43
Open the episode · Tech Tumbles as Data Center Buildout Faces New Scrutiny
on data-center companiesPositiveNov 5, 2026· Bloomberg Tech
Political hurdles may impose financial discipline on data-center companies.
“now it may put some... financial discipline to these companies”
Listen at 9:35
Open the episode · Tech Tumbles as Data Center Buildout Faces New Scrutiny
on AI data-center constructionPositiveNov 5, 2026· Bloomberg Tech
Slower construction may reduce future overbuilding risk in data centers.
“at some point you're going to overbuilt. And perhaps that will actually mitigate some of that risk in the future.”
Listen at 9:47
Open the episode · Tech Tumbles as Data Center Buildout Faces New Scrutiny
on Technology stocksPositiveNov 5, 2026· Bloomberg Tech
Mandeep Singh is beginning to buy amid the technology sell-off.
“I'm dipping in”
Listen at 10:06
Open the episode · Tech Tumbles as Data Center Buildout Faces New Scrutiny
on Technology stocksPositiveNov 5, 2026· Bloomberg Tech
Long-term investors may consider buying technology stocks during the sell-off.
“if you're thinking long term and that AI build out is going to happen over the long term, it might be potentially a point to go in.”
Listen at 10:19
Open the episode · Tech Tumbles as Data Center Buildout Faces New Scrutiny
on Neocloud companiesNegativeNov 5, 2026· Bloomberg Tech
Neoclouds’ value proposition weakens if capital constraints slow deployment.
“if they can't get capital and they can't move as quick as they want, it really”
Listen at 34:16
Open the episode · Tech Tumbles as Data Center Buildout Faces New Scrutiny
on neocloud companiesNegativeNov 5, 2026· Bloomberg Tech
Neocloud growth depends on obtaining capital and expanding quickly.
“if they can't get capital and they can't move as quick as they want”
Listen at 34:16
Open the episode · Tech Tumbles as Data Center Buildout Faces New Scrutiny
on Meta PlatformsPositiveSep 25, 2026· Bloomberg Tech
Meta shares were heading toward their biggest monthly gain since 2013.
“the stock actually heading for its biggest monthly gain since 2013 here”
Listen at 3:33
Open the episode · Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
on AI and technology stocksNeutralSep 25, 2026· Bloomberg Tech
AI and technology stocks have been repriced for expected long-term conditions.
“there has been repricing of AI stocks and tech stocks that will match what we're expecting to see in the longer term”
Listen at 8:04
Open the episode · Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
on Interest ratesNegativeSep 25, 2026· Bloomberg Tech
Interest rates will remain higher for longer.
“I do think that we are in a higher-for-longer environment.”
Listen at 8:14
Open the episode · Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
on interest ratesNegativeSep 25, 2026· Bloomberg Tech
Interest rates are likely to remain higher for longer.
“we are in a higher-for-longer environment”
Listen at 8:15
Open the episode · Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
on AI developmentNegativeSep 25, 2026· Bloomberg Tech
AI development will not slow down internationally.
“the truth is, no one's going to slow it down”
Listen at 10:03
Open the episode · Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
on AI developmentNegativeSep 25, 2026· Bloomberg Tech
AI development will not slow down internationally.
“no one's going to slow it down”
Listen at 10:04
Open the episode · Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
on U.S.-China AI developmentNegativeSep 25, 2026· Bloomberg Tech
Neither China nor the United States is expected to slow AI development.
“we can't expect China to slow down and they're not expecting us to slow down”
Listen at 10:15
Open the episode · Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
on AI developmentNegativeSep 25, 2026· Bloomberg Tech
No major actor is slowing AI development.
“Nobody's slowing down”
Listen at 11:20
Open the episode · Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
on AI developmentNegativeSep 25, 2026· Bloomberg Tech
AI development is not slowing down.
“Nobody's slowing down.”
Listen at 11:20
Open the episode · Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
on AI safety guardrailsPositiveSep 25, 2026· Bloomberg Tech
AI development needs safety guardrails.
“we do need guardrails for sure”
Listen at 12:06
Open the episode · Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
on AI development guardrailsPositiveSep 25, 2026· Bloomberg Tech
AI development needs safety guardrails.
“we do need guardrails for sure”
Listen at 12:06
Open the episode · Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
on international AI governanceNegativeSep 25, 2026· Bloomberg Tech
International governance is unlikely to effectively govern AI development.
“I am skeptical about the international nature, potential international nature of anything that will actually govern AI development”
Listen at 12:17
Open the episode · Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
on International AI governanceNegativeSep 25, 2026· Bloomberg Tech
International AI governance is unlikely to govern development effectively.
“I am skeptical about the international nature, potential international nature of anything that will actually govern AI development.”
Listen at 12:17
Open the episode · Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
on Strait of HormuzNegativeSep 25, 2026· Bloomberg Tech
Strait of Hormuz developments strongly affect markets.
“Strait of Hormuz holds the key to a lot of things that happen, a domino effect in the markets.”
Listen at 13:27
Open the episode · Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
on Strait of HormuzMixedSep 25, 2026· Bloomberg Tech
Strait of Hormuz developments strongly affect oil, bonds, and markets.
“Strait of Hormuz holds the key to a lot of things that happen, a domino effect in the markets”
Listen at 13:27
Open the episode · Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
on AI infrastructure investment returnsNegativeAug 14, 2026· Bloomberg Tech
AI infrastructure returns may arrive later than investors expect.
“we definitely have a mismatch in expectations of when we might actually see return on some of these investments.”
Listen at 6:05
Open the episode · OpenAI’s Explosive Growth Continues
on AI infrastructure investment returnsNeutralAug 14, 2026· Bloomberg Tech
The timing of AI infrastructure returns is unknown.
“The answer, I think, is we don't really know.”
Listen at 6:54
Open the episode · OpenAI’s Explosive Growth Continues
on AI investment returnsPositiveAug 14, 2026· Bloomberg Tech
AI investments will eventually generate returns.
“I do believe that we will see the ROI.”
Listen at 8:02
Open the episode · OpenAI’s Explosive Growth Continues

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.