What podcasts say about Rachel Metz

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

What Rachel Metz has said on podcasts

13 statements · 5 positive · 8 negative

on Paramount Skydance CorporationNegativeNov 10, 2026· Bloomberg Tech
Paramount Skydance’s planned $2 billion cost savings require $1.5–$2 billion restructuring charges.
“in order to save $2 billion of costs in 2027, which they promised, they're going to require cash restructuring charges like severance payouts of $1.5 to $2 billion”
Listen at 21:53
Open the episode · Anthropic Goes Big as Nvidia, SoftBank Face Pressure
on Paramount Skydance CorporationNegativeNov 10, 2026· Bloomberg Tech
Paramount Skydance has seven-times leverage and $80 billion of debt.
“they're seven times leveraged. And so they have $80 billion of debt.”
Listen at 22:10
Open the episode · Anthropic Goes Big as Nvidia, SoftBank Face Pressure
on HBO Max and Paramount Plus bundlePositiveNov 10, 2026· Bloomberg Tech
Paramount Skydance expects bundling HBO Max and Paramount Plus to lower churn and support price increases.
“bundling in the first quarter of 27, HBO Max and Paramount Plus, which should lower churn and they should be able to raise the price.”
Listen at 22:46
Open the episode · Anthropic Goes Big as Nvidia, SoftBank Face Pressure
on Paramount Skydance CorporationNegativeNov 10, 2026· Bloomberg Tech
Paramount Skydance’s streaming services lag Disney and Netflix internationally.
“Disney and Netflix have these big global footprints and Paramount, let me call it the Paramount, the Skydance streaming services are far behind that.”
Listen at 23:30
Open the episode · Anthropic Goes Big as Nvidia, SoftBank Face Pressure
on Human evaluatorsNegativeSep 18, 2026· Bloomberg Tech
Human evaluators noticed problematic AI behavior but failed to intervene.
“Humans also noticed. some situations where they could have stepped in during evaluations when the AI wasn't doing quite what it should have been doing and did not.”
Listen at 7:14
Open the episode · AI Builds Itself as the Spending Boom Accelerates
on Chinese AI companiesNegativeSep 14, 2026· Bloomberg Tech
Chinese AI companies remain behind OpenAI and Anthropic at the frontier.
“they're not really at the frontier the way we see with OpenAI and Anthropic”
Listen at 23:55
Open the episode · AI’s Biggest Players Debate a Frontier Slowdown
on SoftBank Group Corp.NegativeSep 14, 2026· Bloomberg Tech
SoftBank shares fell after OpenAI delayed its IPO.
“SoftBank shares got hit”
Listen at 25:03
Open the episode · AI’s Biggest Players Debate a Frontier Slowdown
on SK Hynix and Samsung sharesNegativeSep 14, 2026· Bloomberg Tech
SK Hynix fell about 7% and Samsung fell about 5% amid AI spending concerns.
“SK Hynix, which has been the leader in HPM, was down about 7%. Samsung is down about 5% too”
Listen at 26:10
Open the episode · AI’s Biggest Players Debate a Frontier Slowdown
on Hugging FacePositiveSep 2, 2026· Bloomberg Tech
Hugging Face provides a platform for companies to showcase AI models.
“It offers a platform that a lot of companies use to showcase AI models”
Listen at 3:30
Open the episode · Nvidia Nears $14B Hugging Face Deal
on NVIDIA-Hugging Face combinationPositiveSep 2, 2026· Bloomberg Tech
The NVIDIA-Hugging Face combination could benefit both companies.
“It could be a really great mashup for both sides.”
Listen at 5:19
Open the episode · Nvidia Nears $14B Hugging Face Deal
on NVIDIA-Hugging Face acquisitionPositiveSep 2, 2026· Bloomberg Tech
NVIDIA’s Hugging Face acquisition is expected to close this week.
“we are expecting that it will happen this week”
Listen at 6:18
Open the episode · Nvidia Nears $14B Hugging Face Deal
on AnthropicPositiveAug 14, 2026· Bloomberg Tech
Anthropic has outpaced OpenAI in coding capabilities in some respects.
“on the coding front, they in some ways really outpaced OpenAI.”
Listen at 3:58
Open the episode · OpenAI’s Explosive Growth Continues
on OpenAI compute costsNegativeAug 14, 2026· Bloomberg Tech
Compute is a major expense for OpenAI.
“Compute is really expensive. costs a lot.”
Listen at 4:29
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.