Josh Kale
Appears in 187 Episodes
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...
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...
Owning the Future: USVC Explained with Ankur Nagpal
This 20-min convo with the General Partner of USVC explains how you can invest in Anthropic, OpenAI, and other private deals. Until now, it's been extremely difficult ...
THIS WEEK IN AI: Chat GPT-5.5 Beats Claude Mythos, SpaceX Cursor Rumors, Google's New TPU's
Big week this week. We discuss the launch of OpenAI's ChatGPT 5.5, showcasing its exceptional coding and problem-solving capabilities that surpass competitors like Cla...
The Unknown Tech that Enables AGI: Claude Mythos and NVIDIA's Next Generation
We explore the game-changing release of Claude Mythos and NVIDIA's Blackwell chip, a leap toward artificial general intelligence (AGI). We discuss AI hardware evolutio...
ChatGPT Images 2.0: We Tested Everything (It's Amazing)
OpenAI's GPT Images 2.0 is out, and it's pretty wild what it can do. Remember ghibli-gate? Remember when it couldn't write words? Things are changing so fast these da...
BREAKING: Apple Announces New CEO John Ternus, VP Hardware
Wow. It's finally happening. Tim Cook is resigning as Apple CEO after 15 transformative years, during which the company experienced a 2,000% stock increase and reached...
THIS WEEK IN AI: Claude Opus 4.7, Allbirds AI Rebrand, Leopold's Bet Pays Off
Big Week in AI. We discuss Anthropic's Opus 4.7, its most advanced AI model, which surpasses GPT 5.4 but is overshadowed by the upcoming Claude Mythos. We cover Allbir...
OpenClaw Overview: Which AI Agent Should You Use?
Let's explore the world of claws: tools that streamline digital tasks into a single interface. By comparing offerings from Anthropic, OpenAI, and Google, we determine ...
The Next Era of Space: Every Player You Need To Know
Let's explore the dynamic space industry, highlighting NASA's $20 billion Moon settlement investment, SpaceX's $1.75 trillion IPO, and Amazon's $11.6 billion Global St...
Behind Apple's AI Smart Glasses: Their Last Chance (and Greatest Hope)
Apple's rumored upcoming AI glasses, codenamed N50, are set to redefine wearable tech with a display-less design and enhanced Siri integration. We analyze the competit...
THIS WEEK IN AI: Real Anthropic Revenue, Meta Muse Spark, OpenAI's Next Model
Meta's MuseSpark is a new an AI model potentially impacting over 3 billion users, and worth comparing performance with Claude Opus and GPT. We also address Anthropic'...
