What podcasts say about J.D. Moriarty

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

What J.D. Moriarty has said on podcasts

13 statements · 7 positive · 4 negative · 1 mixed · 1 neutral

on AI infrastructure financingPositiveOct 7, 2026· Bloomberg Tech
Private-market firms and technology companies will increasingly collaborate to finance AI infrastructure.
“there is going to be this increasing confluence between some of the biggest private market players, some of the biggest firms with the deepest balance sheets, and the tech companies that so desperately need to invest and borrow so many hundreds of billions of dollars to fund and finance this AI infrastructure build-out.”
Listen at 3:50
Open the episode · SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
on AI infrastructure financingPositiveOct 7, 2026· Bloomberg Tech
Data-center, chip, and power financing has reached about $360 billion this year.
“we've raised about $360 billion. so far this year. That's about three times the pace last year.”
Listen at 5:25
Open the episode · SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
on AI infrastructure companiesNeutralOct 7, 2026· Bloomberg Tech
AI infrastructure companies will require trillions of dollars and continue raising capital.
“we are talking about trillions of dollars in requirements, and these companies will keep coming back to the market.”
Listen at 5:37
Open the episode · SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
on Creditworthy AI infrastructure borrowersPositiveOct 7, 2026· Bloomberg Tech
Large, creditworthy AI infrastructure borrowers will attract financing demand.
“for the biggest, most creditworthy players, there will be demand.”
Listen at 6:07
Open the episode · SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
on Privately run open-source AINegativeOct 7, 2026· Bloomberg Tech
Privately run open-source AI makes illegal activity harder for investigators to detect and stop.
“that makes it very difficult for investigators to find this illegal activity and stop it.”
Listen at 24:28
Open the episode · SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
on AI-generated child sexual abuse materialNegativeOct 7, 2026· Bloomberg Tech
AI-generated illegal content is making child-exploitation investigations more difficult.
“the dramatic increase in the amount of illegal content that is being created is making it very difficult for them to figure out Of these children, we see, first of all, who are the real children?”
Listen at 25:51
Open the episode · SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
on SpaceX chip-financing announcementPositiveOct 7, 2026· Bloomberg Tech
SpaceX’s proposed chip-financing announcement is highly positive for markets.
“today's announcement, or at least last night's announcement, I think is wildly positive.”
Listen at 29:18
Open the episode · SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
on AI at Bank of AmericaPositiveOct 7, 2026· Bloomberg Tech
AI is improving internal efficiency at Bank of America.
“it's certainly helping us in terms of internal efficiency.”
Listen at 31:59
Open the episode · SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
on IPO marketPositiveOct 7, 2026· Bloomberg Tech
IPO proceeds productivity has exceeded 2021 levels through fewer, larger deals.
“we've exceeded 2021 levels of productivity in the IPO market on a proceeds basis. with many fewer deals, much larger deals”
Listen at 37:28
Open the episode · SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
on Traditional technology IPO marketMixedOct 7, 2026· Bloomberg Tech
A viable IPO market for traditional technology may emerge next year.
“if we fast forward to next year, that will be interesting to see whether there's a viable market for more traditional technology.”
Listen at 37:44
Open the episode · SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
on RoboticsPositiveOct 7, 2026· Bloomberg Tech
Robotics is entering an era driven by deep learning.
“robotics is entering this deep learning era.”
Listen at 42:52
Open the episode · SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
on Robotics world models and simulatorsNegativeOct 7, 2026· Bloomberg Tech
Perfect physical-world models and simulators for synthetic robotics data remain far away.
“the gap for us to be able to create what is a perfect world model or a perfect simulator for us to have synthetic data is a long ways away.”
Listen at 44:34
Open the episode · SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push
on Robotics training dataNegativeOct 7, 2026· Bloomberg Tech
Robotics requires exponentially more data than autonomous-driving systems.
“that scale of data is quite exponential.”
Listen at 46:32
Open the episode · SpaceX Eyes Borrowing for Nvidia Chips, Apple Plans Smart Home Push

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.