What podcasts say about Sarah Kunst

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

What Sarah Kunst has said on podcasts

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

on NVIDIA China competitionNegativeOct 13, 2026· Bloomberg Surveillance
Competition facing NVIDIA from China is already occurring.
“This competition isn't potential, right? We have known this.”
Listen at 14:34
Open the episode · Bloomberg Surveillance TV: October 13th, 2026
on NVIDIA technology leadNegativeOct 13, 2026· Bloomberg Surveillance
NVIDIA’s technology lead will narrow as other capable chips emerge.
“over time that head start will narrow and there will be other good chips.”
Listen at 15:40
Open the episode · Bloomberg Surveillance TV: October 13th, 2026
on Taiwan semiconductor supply chainPositiveOct 13, 2026· Bloomberg Surveillance
Taiwan Semiconductor and similar suppliers will be harder to replace.
“there are other pieces of the supply chain that are just going to be harder to replace, whether that's a Taiwan semiconductor”
Listen at 16:02
Open the episode · Bloomberg Surveillance TV: October 13th, 2026
on Anthropic warningsNegativeOct 13, 2026· Bloomberg Surveillance
Anthropic appears to seek regulatory capture through its warnings.
“Some of it is the regulatory capture they seem to want.”
Listen at 16:47
Open the episode · Bloomberg Surveillance TV: October 13th, 2026
on AI-company liability for hacksNegativeOct 13, 2026· Bloomberg Surveillance
A hacked party may eventually seek damages from an AI company.
“I think eventually we are going to see somebody like a hugging face say, hey, guys, it's your AI you owe us for this hack.”
Listen at 17:36
Open the episode · Bloomberg Surveillance TV: October 13th, 2026
on Frontier AI model behaviorMixedOct 13, 2026· Bloomberg Surveillance
Frontier AI model behavior reflects both engineering failures and deliberate design.
“It's a little bit of an engineering failure. It's also a little bit how much of it is by design on some level, right?”
Listen at 18:26
Open the episode · Bloomberg Surveillance TV: October 13th, 2026
on AI CapEx payoffNeutralOct 13, 2026· Bloomberg Surveillance
Market performance will hinge on assessing AI capital-expenditure returns over 12–18 months.
“the next 12 to 18 months are all going to be about how the market assesses the capex payoff.”
Listen at 23:56
Open the episode · Bloomberg Surveillance TV: October 13th, 2026

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.