All Episodes
Displaying 1 - 20 of 183 in total
Hijacking Instagram: Behind The Massive AI Exploit
A Meta AI account-recovery exploit let attackers trigger password reset links for Instagram and Facebook accounts through social engineering.With this backdrop, we exp...
SpaceX, OpenAI, and Anthropic IPOs: AI's Reckoning
SpaceX, OpenAI, and Anthropic have all filed for their upcoming IPOs. This speaks pretty heavily to the scale of projectedAI capital spending.We also cover changing in...
Dell's Comeback is the Perfect AI Case Study
We discuss Dell’s incredibly impressive price action rally, after its focus on AI infrastructure, and NVIDIA’s latest hardware announcements. We also cover the push to...
THIS WEEK IN AI: Pope Approves Anthropic, Comparing AI Plans, Starcloud SpaceX Partnership
We need to discuss Meta’s new subscription plans for Instagram, Facebook, WhatsApp, and AI. Then we'll compare them with offerings from Google, Claude, ChatGPT, and X....
How Gavin Baker Invests in AI, and Where the Bubble is Going Next
In this episode, we discuss Gavin Baker’s view that AI is a super cycle, with the biggest opportunities in infrastructure, chips, memory, and power rather than softwar...
Encouraging Athletes to Take Steroids: Bryan Johnson's Enhanced Games
In this episode, we discuss the Enhanced Games in Las Vegas, where athletes were allowed to use performance-enhancing drugs under medical supervision, including the ev...
The Story of Cursor: The Fastest AI Company and Massive Comeback
Things people aren't talking about enough: Cursor’s rapid growth, its role as an AI coding harness, and the data and training advantages that may support its moat. Wit...
ROUNDUP: Anthropic Pays Elon $45B, SpaceX Files $1.75T IPO, Claude Mythos Hacks Apple
Three of the biggest deals in AI history all hit in the last 48 hours. SpaceX filed for a $1.75 trillion IPO, the biggest ever. Anthropic signed a deal to pay Elon $1....
Google I/O 2026: Their Next Big Thing Is Finally Here
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Leopold is Back: 13F Filings Reveal a New Bet
Leopold Aschenbrenner is back with his latest 13F filing and his sharp shift from bullish to bearish on major AI and semiconductor names like NVIDIA, AMD, and Broadcom...
THIS WEEK IN AI: Google's AI Laptop, Everyone Goes to China, Thinking Machines
This week, we saw Google’s new AI-focused laptop, Gemini’s growing role across Google services, and Google’s reported work with SpaceX on space-based data centers. We ...
Memory Could Be the Last Great Investment of this AI Cycle
There has been a surge in memory stocks and memory ETFs, with AI inference demand reshaping the market and perhaps reshaping the entire memory industry. Micron, SK Hyn...
Cerebras IPO: The Tech Breakthrough That Could Change Everything
Cerebras is an AI chip company set for a groundbreaking IPO, and its revolutionary chip that could accelerate the development of AGI from 15 years to just 5. We explor...
THIS WEEK IN AI: Anthropic SpaceXAI Deal | Elon vs OpenAI Trial
There's now a surprising alliance between SpaceX and Anthropic, as they team up to challenge OpenAI after Musk’s unexpected pivot from criticism to collaboration. The ...
Making Sense of the AI Cycle: Where are We Now?
Today, we're analyzing the soaring performance of semiconductor stocks fueled by the AI boom, spotlighting gains from SanDisk and Micron. With the substantial increase...
The OpenAI Phone is Coming... With an AI Operating System
OpenAI's phone, led by iPhone architect Jony Ive, is set to launch in 2027-2028. With a goal of shipping 40 to 50 million units, we explore the implications of an AI-f...
Everyone Needs to Use OpenAI Codex... Until Claude Mythos Comes Out
Let's examine the fierce competition between AI coding tools Anthropic's Claude and OpenAI's Codex. As Codex emerges with robust updates, we discuss user experiences a...
THIS WEEK IN AI: Massive Quarterly Earnings, Anthropic's Project Deal, Cursor SDK
We tackle the strong earnings reports from Google, Amazon, Meta, and Microsoft, propelled by AI and cloud growth. Google sees a 94% earnings per share surge, while Ama...
The Trial Begins: Elon vs Sam Altman
The courtroom showdown between Elon Musk and Sam Altman over OpenAI has begun, with stakes hitting $850 billion and potential damages of $134 billion. As Musk claims h...
China Blocks $2B Meta's Acquisition of Manus. It's Getting Real
The fallout from Meta's $2 billion acquisition of AI startup Manus, haz beencomplicated by the founders' detention in China and a government order to reverse the deal...
