What podcasts say about CJ Muse

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

What CJ Muse has said on podcasts

11 statements · 7 positive · 2 negative · 1 mixed · 1 neutral

on TSMC capacityNegativeAug 31, 2026· Bloomberg Surveillance
TSMC capacity is effectively sold out through 2029.
“TSMC is effectively sold out until 2029.”
Listen at 13:24
Open the episode · Bloomberg Surveillance TV: August 31st, 2026
on Frontier AI model developersPositiveAug 31, 2026· Bloomberg Surveillance
Frontier-model developers are seeking maximum compute as quickly as possible.
“they are trying to get as much compute as fast as they can.”
Listen at 13:49
Open the episode · Bloomberg Surveillance TV: August 31st, 2026
on AI-related stocksPositiveAug 31, 2026· Bloomberg Surveillance
AI-related stocks are very cheap if spending extends through 2030 and beyond.
“if you think this can extend into 2030 and beyond, then these stocks are incredibly cheap.”
Listen at 14:21
Open the episode · Bloomberg Surveillance TV: August 31st, 2026
on NVIDIA ecosystem financingPositiveAug 31, 2026· Bloomberg Surveillance
NVIDIA’s ecosystem financing addresses insufficient AI supply rather than circular financing.
“this is more of a demand problem in terms of just not enough supply.”
Listen at 16:21
Open the episode · Bloomberg Surveillance TV: August 31st, 2026
on Nvidia CorporationNeutralAug 31, 2026· Bloomberg Surveillance
NVIDIA effectively operates as a virtual hyperscaler.
“NVIDIA is a virtual hyperscaler.”
Listen at 17:46
Open the episode · Bloomberg Surveillance TV: August 31st, 2026
on NVIDIA platformPositiveAug 31, 2026· Bloomberg Surveillance
Jensen Huang wants global AI usage centered on NVIDIA’s platform.
“He wants the world on NVIDIA's platform.”
Listen at 18:19
Open the episode · Bloomberg Surveillance TV: August 31st, 2026
on Frontier modelPositiveAug 31, 2026· Bloomberg Surveillance
Frontier models generate 30% of tokens but capture 90% of economic profits.
“the frontier models probably do about 30 percent of token generation, yet earn about 90 percent of the economic profits.”
Listen at 18:43
Open the episode · Bloomberg Surveillance TV: August 31st, 2026
on Advanced AI systemsPositiveAug 31, 2026· Bloomberg Surveillance
The most capable AI systems will capture most economic profits.
“true real intelligence will garner the lion's share, the economic profits.”
Listen at 18:52
Open the episode · Bloomberg Surveillance TV: August 31st, 2026
on AI model selectionPositiveAug 31, 2026· Bloomberg Surveillance
AI users will select task-specific models offering the lowest token cost.
“in the future, you know, we're going to optimize. to the question to each specific model that is best for that and offers the lowest cost per token.”
Listen at 19:17
Open the episode · Bloomberg Surveillance TV: August 31st, 2026
on AI model ecosystemMixedAug 31, 2026· Bloomberg Surveillance
The future AI ecosystem will combine closed frontier and open models.
“we're in a world of closed frontier plus open will be our future.”
Listen at 19:29
Open the episode · Bloomberg Surveillance TV: August 31st, 2026
on AI data-center investmentNegativeAug 31, 2026· Bloomberg Surveillance
Higher interest rates will limit AI data-center investment.
“if interest rates do continue to push higher, you know, that will limit the magnitude of investments.”
Listen at 20:25
Open the episode · Bloomberg Surveillance TV: August 31st, 2026

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.