What podcasts say about Sarah Frier

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

What Sarah Frier has said on podcasts

43 statements · 11 positive · 23 negative · 4 mixed · 5 neutral

on Nvidia circular financing dealsNeutralOct 1, 2026· Bloomberg Intelligence
Nvidia is the primary driver of circular AI financing deals.
“These types of circular financing deals are largely driven by Nvidia.”
Listen at 11:15
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on AI circular financing dealsNegativeOct 1, 2026· Bloomberg Intelligence
Circular financing makes markets question AI companies’ growth.
“that is something that gives the market pause when thinking about how these companies are growing”
Listen at 11:20
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on AI infrastructure spendingMixedOct 1, 2026· Bloomberg Intelligence
AI’s massive spending requires broad economic participation to be sustainable.
“you really need buy-in from the entire economy”
Listen at 12:12
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on AnthropicNegativeOct 1, 2026· Bloomberg Intelligence
Anthropic’s spending is growing faster than its business.
“Anthropic is is not growing its business as quickly as it is spending money”
Listen at 12:27
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on AI modelsNegativeOct 1, 2026· Bloomberg Intelligence
AI models can replace many junior-level programming tasks.
“AI models can replace a lot of junior level computer programming tasks and beyond”
Listen at 14:03
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on Artificial IntelligenceNegativeOct 1, 2026· Bloomberg Intelligence
AI could eventually replace nearly every computer-based job.
“if AI is going to replace pretty much every job that requires a computer”
Listen at 14:34
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on AI infrastructure spendingMixedOct 1, 2026· Bloomberg Intelligence
AI infrastructure spending is worthwhile only if projected AI capabilities materialize.
“that future has to materialize in order to make it worth it”
Listen at 14:52
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on Microsoft CorporationNegativeOct 1, 2026· Bloomberg Intelligence
Microsoft faces software weakness and uncertainty over AI spending returns.
“Microsoft is really getting hit by these two major concerns”
Listen at 17:30
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on Microsoft stockPositiveOct 1, 2026· Bloomberg Intelligence
Microsoft stock gained over 30% in the quarter, its largest gain since the late 1990s.
“the stock rose more than 30% last quarter. That was its biggest quarterly gain since the late 90s.”
Listen at 18:17
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on Microsoft stockPositiveOct 1, 2026· Bloomberg Intelligence
Microsoft’s stock rose more than 30% during the previous quarter.
“the stock rose more than 30% last quarter”
Listen at 18:17
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on Microsoft valuationPositiveOct 1, 2026· Bloomberg Intelligence
Microsoft’s valuation is below its long-term average.
“the valuation is below its long-term average”
Listen at 19:07
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on Microsoft CorporationPositiveOct 1, 2026· Bloomberg Intelligence
Microsoft is expected to achieve double-digit earnings and revenue growth over coming fiscal years.
“the growth outlook remains very strong and durable with double digit growth in both earnings and revenue expected over the next few fiscal years”
Listen at 19:10
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on Microsoft AI businessNeutralOct 1, 2026· Bloomberg Intelligence
Microsoft must continue demonstrating AI momentum each quarter.
“they're going to need to keep proving this pretty much every quarter”
Listen at 20:10
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on Microsoft CorporationPositiveOct 1, 2026· Bloomberg Intelligence
Microsoft is expected to remain annually free-cash-flow positive.
“Microsoft is still expected to have positive free cash flow on an annual basis”
Listen at 20:52
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on Microsoft AI spendingMixedOct 1, 2026· Bloomberg Intelligence
Investors will tolerate Microsoft’s spending if it produces growth or efficiency gains.
“if they're able to make a case that all of the spending is translating into revenue growth, into earnings growth, into improved efficiency, I think people will be okay with them continuing to spend at the pace they have been”
Listen at 22:18
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on Microsoft stockNegativeOct 1, 2026· Bloomberg Intelligence
Microsoft’s stock could decline if AI spending fails to demonstrate returns.
“if you see any sort of crack in this narrative, any sort of hiccup, I do think people will look at this and say, what are they getting for all of this spending? And we could see the stock pull back on account of that.”
Listen at 22:29
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on NetflixNegativeOct 1, 2026· Bloomberg Intelligence
Netflix currently lacks an obvious new growth catalyst.
“there is just no new growth catalyst on the horizon”
Listen at 25:07
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on NetflixNegativeOct 1, 2026· Bloomberg Intelligence
Netflix currently lacks an obvious new growth catalyst.
“there is just no new growth catalyst on the horizon.”
Listen at 25:07
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on NetflixNegativeOct 1, 2026· Bloomberg Intelligence
Netflix’s increased content spending is alarming investors.
“That's the part that is scaring people”
Listen at 26:14
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on NetflixNegativeOct 1, 2026· Bloomberg Intelligence
Netflix’s higher content spending has not produced comparable breakout hits.
“That's the part that is scaring people because they're like, okay, you've increased your content budget pretty substantially. Why are we not seeing this translate into those big sleeper hits”
Listen at 26:14
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on NetflixNegativeOct 1, 2026· Bloomberg Intelligence
Netflix’s increased content spending will pressure margins.
“the big concern is that is definitely going to weigh on margins”
Listen at 26:34
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on NetflixPositiveOct 1, 2026· Bloomberg Intelligence
Netflix’s advertising tier could grow substantially in India.
“if they introduce an advertising tier, that is something that could take off in a pretty big way”
Listen at 29:01
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on Netflix Asian marketsPositiveOct 1, 2026· Bloomberg Intelligence
Netflix views Asian markets as its next major growth opportunity.
“the Asian markets, which has been relatively underpenetrated for them as their next big chapter of growth”
Listen at 29:16
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on Netflix SportsNegativeOct 1, 2026· Bloomberg Intelligence
Netflix is unlikely to make a dramatic sports investment.
“we don't necessarily see them doing anything very dramatic on that front.”
Listen at 30:24
Open the episode · Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
on AI developmentNeutralSep 14, 2026· Bloomberg Intelligence
AI development has not slowed despite safety debate.
“Nothing has been slowed down.”
Listen at 2:57
Open the episode · AI Bosses Risk Clash With Wall Street and Trump Over Safety
on AI developmentNeutralSep 14, 2026· Bloomberg Intelligence
AI development has not slowed despite safety debate
“Nothing has been slowed down.”
Listen at 2:57
Open the episode · AI Bosses Risk Clash With Wall Street and Trump Over Safety
on AI-development restraintNegativeSep 14, 2026· Bloomberg Intelligence
Unilateral AI-development restraint would not prevent others from developing harmful technology.
“Because if we don't, or if we do it without everyone else doing it, then, you know. it's not going to have an impact because people could still develop this harmful technology.”
Listen at 3:35
Open the episode · AI Bosses Risk Clash With Wall Street and Trump Over Safety
on AI development restraintsNegativeSep 14, 2026· Bloomberg Intelligence
Unilateral AI development restraints will not materially affect harmful technology development.
“if we do it without everyone else doing it, then, you know. it's not going to have an impact because people could still develop this harmful technology.”
Listen at 3:37
Open the episode · AI Bosses Risk Clash With Wall Street and Trump Over Safety
on AI development limitsNegativeSep 14, 2026· Bloomberg Intelligence
Unilateral AI development limits would not prevent harmful technology development
“it's not going to have an impact because people could still develop this harmful technology.”
Listen at 3:40
Open the episode · AI Bosses Risk Clash With Wall Street and Trump Over Safety
on Trump’s AI growth agendaPositiveSep 14, 2026· Bloomberg Intelligence
Trump’s agenda depends on AI companies continuing rapid growth.
“It is so central to Trump's agenda that they, that these AI companies continue to grow at the pace that they're growing”
Listen at 4:06
Open the episode · AI Bosses Risk Clash With Wall Street and Trump Over Safety

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.