What podcasts say about Ted Mortonson
Every statement, with the speaker, the exact quote and the moment it was said.
What Ted Mortonson has said on podcasts
21 statements · 9 positive · 9 negative · 1 mixed · 2 neutral
AI infrastructure construction is positive but inflationary.
“This infrastructure build is very positive and, quite frankly, Tom, very inflationary.”
Open the episode · CPI and the AI TradeListen at 44:06
GPU and semiconductor prices rose 15–20%, while memory prices rose triple digits.
“GPUs or raw semis are up 15 to 20 percent. Memory is up triple digits.”
Open the episode · CPI and the AI TradeListen at 44:16
Microsoft, ServiceNow, and Salesforce will drive enterprise AI adoption.
“those are three companies that are going to fuel the AI revolution”
Open the episode · CPI and the AI TradeListen at 47:38
Restricting AI development would disadvantage U.S. defense relative to China.
“if we would ever restrict AI development, we're putting our defense industry complex at a huge disadvantage versus China”
Open the episode · CPI and the AI TradeListen at 48:10
Brazil's expected president must implement major fiscal and regulatory reforms.
“He will have to do a big fiscal reform and the regulation.”
Open the episode · CPI and the AI TradeListen at 54:59
Mexico has become the United States' largest trading partner.
“Mexico has surpassed China and Canada to be the main trading partner of the U.S.”
Open the episode · CPI and the AI TradeListen at 56:52
Mexico's economy will continue trading with and potentially grow through U.S. ties.
“the economy continues trading with the U.S. and hopefully growing more going into the future”
Open the episode · CPI and the AI TradeListen at 58:12
Chile will recover economically next year after weak growth.
“Chile is growing very little this year, but we expect a recovery the next year.”
Open the episode · CPI and the AI TradeListen at 58:58
Federal regulation is not the best approach for the AI industry.
“I'm not a huge believer in the federal government regulating an industry.”
Open the episode · Bloomberg Surveillance TV: September 15th, 2026Listen at 3:25
Cloud companies and AI investors should protect the industry through self-regulation.
“the cloud titans and even the VCs that have funded these companies really have to go forward and protect the industry and self-regulate.”
Open the episode · Bloomberg Surveillance TV: September 15th, 2026Listen at 3:30
Anthropic exposed its IPO to regulatory review through liability concerns.
“Anthropic opened themselves up for a review of their IPO”
Open the episode · Bloomberg Surveillance TV: September 15th, 2026Listen at 3:59
Politicians are poorly equipped to regulate advanced AI technology.
“bringing in the politicians, I think, is probably one of the worst mistakes because, quite frankly, they're not equipped to understand this technology.”
Open the episode · Bloomberg Surveillance TV: September 15th, 2026Listen at 4:14
NVIDIA Nemotron and Palantir are affecting frontier-model pricing and availability.
“that combination is impacting the frontier model's pricing and availability.”
Open the episode · Bloomberg Surveillance TV: September 15th, 2026Listen at 5:03
Open-source AI models are driving token costs sharply lower.
“those token costs go right through the floor.”
Open the episode · Bloomberg Surveillance TV: September 15th, 2026Listen at 5:23
Open-source token costs will strongly influence frontier-model pricing long term.
“that influences. to a great degree, what the frontier model's pricing model looks long term.”
Open the episode · Bloomberg Surveillance TV: September 15th, 2026Listen at 5:28
Regulatory efforts to constrain open-source AI are dangerous.
“that's very dangerous.”
Open the episode · Bloomberg Surveillance TV: September 15th, 2026Listen at 5:46
AI has produced major advances in healthcare and productivity.
“we have had massive strides in health care. massive strides in productivity.”
Open the episode · Bloomberg Surveillance TV: September 15th, 2026Listen at 6:50
The AI infrastructure investment trade will continue for years.
“this infrastructure trade is going to go on for years.”
Open the episode · Bloomberg Surveillance TV: September 15th, 2026Listen at 7:56
The semiconductor index’s 5.8% decline was an unjustifiably negative reaction.
“the stock action you saw on the semiconductor index being down 5.8 percent-ish yesterday was a horrible reaction to what reality is.”
Open the episode · Bloomberg Surveillance TV: September 15th, 2026Listen at 8:00
Interest rates and energy prices are near their peaks.
“I think rates and energy are pretty close to a peak.”
Open the episode · Bloomberg Surveillance TV: September 15th, 2026Listen at 8:52
Investors should quickly prepare to buy assets after the market decline.
“I would get your shopping list ready very, very quickly, because I think after yesterday, there's some incredible buys.”
Open the episode · Bloomberg Surveillance TV: September 15th, 2026Listen at 8:56
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.