What podcasts say about Eric Mandl

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

What Eric Mandl has said on podcasts

5 statements · 5 positive

on AnthropicPositiveOct 27, 2026· Closing Bell
Anthropic’s disclosures calmed markets by providing clearer financial facts.
“I think the Anthropic News. was the calming that the market needed.”
Listen at 4:07
Open the episode · Markets Brace for the Fed as Earnings Roll In 10/27/26
on AnthropicPositiveOct 27, 2026· Closing Bell
Anthropic could be financed through 2027 if it reaches Dario’s projected $200 billion path.
“If this is an ability to underwrite into 27 in that way, and there's a path, as Dario has said, to $200 billion, is that a way that it can be financed without having the stress of this CapEx pressure that you just mentioned?”
Listen at 5:06
Open the episode · Markets Brace for the Fed as Earnings Roll In 10/27/26
on AI infrastructurePositiveOct 27, 2026· Closing Bell
Long-run demand for AI infrastructure remains strong despite financing concessions.
“In the long run, the demand is there without a doubt.”
Listen at 6:53
Open the episode · Markets Brace for the Fed as Earnings Roll In 10/27/26
on AI model efficiencyPositiveOct 27, 2026· Closing Bell
Greater AI model efficiency is increasing rather than reducing spending.
“The opposite is happening, and it's happening in a very big way.”
Listen at 9:46
Open the episode · Markets Brace for the Fed as Earnings Roll In 10/27/26
on AI-related assetsPositiveOct 27, 2026· Closing Bell
Investors should favor long exposure to AI-related assets over short exposure.
“If you had to make the call, you're probably long rather than short.”
Listen at 10:13
Open the episode · Markets Brace for the Fed as Earnings Roll In 10/27/26

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.