So the guy was lying or he wasn't and someone in his company was up to things - things that Ted didn't know about, and lending out their tech of super heroes. Super heroes that weren't him. That would be really bad if it was option two, and well Ted wasn't sure why you would want to lie and drag his company into it.
"You know, I'm pretty good friends with the guy who runs the company-" Or the NYC branch at least, "and he never mentioned anything like your robot there."