What podcasts say about Sam Palmisano

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

What Sam Palmisano has said on podcasts

14 statements · 3 positive · 6 negative · 1 mixed · 4 neutral

on AI data centersNeutralSep 4, 2026· Wall Street Week
AI data centers typically take three to five years to come online.
“data centers aren't changing fast. I mean, the estimates are three to five years before this stuff comes online.”
Listen at 3:08
Open the episode · Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis
on AI infrastructureNegativeSep 4, 2026· Wall Street Week
Hyperscalers’ infrastructure control will squeeze other AI market participants out.
“Other guys that are trying to compete or even to participate in this market are going to, I think, be squeezed out.”
Listen at 3:49
Open the episode · Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis
on AI infrastructure investment plansNegativeSep 4, 2026· Wall Street Week
Slower AI adoption would force infrastructure investment plans to adjust.
“if things do slow, that would have to adjust.”
Listen at 5:08
Open the episode · Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis
on technological investment cyclesNeutralSep 4, 2026· Wall Street Week
Technological investment cycles historically repeat through buildout, correction, and maturity.
“That pattern has repeated itself since the 18th century. Will it repeat itself again today? People argue it won't. I'd argue back in the dot-com bubble, they said it won't there as well.”
Listen at 7:40
Open the episode · Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis
on IBM investment planningNeutralSep 4, 2026· Wall Street Week
IBM adjusted investment plans before cycle completion roughly six times out of ten.
“six out of ten times we were adjusting before that cycle was over”
Listen at 8:45
Open the episode · Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis
on off-balance-sheet AI investment estimatesNegativeSep 4, 2026· Wall Street Week
Off-balance-sheet AI investment estimates lack transparency.
“There's no transparency, as you probably know, in the off-balance sheet estimates.”
Listen at 9:19
Open the episode · Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis
on China’s open-source AI modelsPositiveSep 4, 2026· Wall Street Week
China is deploying lower-cost open-source AI models requiring less capacity.
“they have an alternative that's less cost, and that's what they're deploying.”
Listen at 10:29
Open the episode · Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis
on China’s AI industryPositiveSep 4, 2026· Wall Street Week
China will commercialize AI at massive scale, low cost, and high quality.
“they'll build a massive scale, low cost, high quality, which people say it couldn't be high quality, high quality, take it to market.”
Listen at 11:02
Open the episode · Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis
on AI regulationPositiveSep 4, 2026· Wall Street Week
Government should facilitate AI opportunities through guardrails rather than control.
“the government, if it needs to facilitate the opportunities of the new technology, not try to control the opportunities of the new technology within guardrails.”
Listen at 58:26
Open the episode · Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis
on AI regulationMixedSep 4, 2026· Wall Street Week
AI needs guardrails but not necessarily heavy regulation.
“you need guardrails. I say guardrails. I don't know that you need heavy regulation”
Listen at 1:01:13
Open the episode · Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis
on government AI expertiseNegativeSep 4, 2026· Wall Street Week
Government expertise in AI currently lags the private sector.
“I think the government is way behind the private sector.”
Listen at 1:02:13
Open the episode · Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis
on new AI agencyNegativeSep 4, 2026· Wall Street Week
Creating a new AI agency would add unnecessary bureaucracy.
“there's too much bureaucracy already, and just adding more bureaucracy.”
Listen at 1:02:54
Open the episode · Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis
on AI safetyNegativeSep 4, 2026· Wall Street Week
Uncontrolled AI systems could become uncontrollable within minutes or seconds.
“if something's not done to address it, it could be out of control in like minutes or seconds”
Listen at 1:05:23
Open the episode · Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis
on AI systemsNeutralSep 4, 2026· Wall Street Week
Future AI systems will need built-in controls to self-police.
“you're going to have to have those controls built into the systems to self-police them.”
Listen at 1:06:47
Open the episode · Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis

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.