All Episodes
Displaying 21 - 40 of 207 in total
AI Loops: How the World's Best Engineers Use AI
AI Loops have taken over our timeline as a more autonomous way of using AI models, alongside prompting, agents, and harnesses. Today, we compare practical use cases, ...
Claude Fable 5: The Most Impressive AI Model Ever
Today, we discuss Anthropic’s new model release, focusing on the balance between stronger AI capabilities and tighter safety restrictions. Let's unpack some demos of v...
Apple WWDC 2026: Finally Delivering on AI Promises
This year, we got what we came for. Apple’s WWDC 2026 focused on improving AI, especially Siri’s new capabilities, on-device models, and privacy-centered request handl...
THIS WEEK IN AI: Microsoft Build, NVIDIA at Computex, New Glenn Explosion
Today, we're covering Microsoft Build, including its new AI models and concept hardware, as well as NVIDIA’s latest announcements at Computex. We also discuss Blue Ori...
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 ex...
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 i...
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. Wi...
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
Google I/O 2026 was packed full of announcements, but we need to determine whether the company is keeping pace with OpenAI and Anthropic. We cover Gemini Omni, Gemini...
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 Hy...
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 explo...
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...
