Podcast Episodes
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Unpacking Alphabet's $80 Billion AI Initiative
In this episode, we explore Alphabet's ambitious plan to raise $80 billion for AI development, including a major investment from Berkshire Hathaway. …
4 months, 2 weeks ago
ARR Spoofing: Risks for Investors
In this episode, we discuss how some VCs and founders inflate or frame ARR to make startups look stronger for the press. We also look at why these nu…
4 months, 2 weeks ago
Investors React to Anthropic's IPO News
In this episode, we discuss Anthropic's confidential IPO filing at a $965 billion valuation, shedding light on the competitive landscape against Open…
4 months, 2 weeks ago
Investing in AI Music Trends
In this episode, we discuss Spotify and Universal striking a deal around AI covers and remixes. We also look at how this could reshape music licensin…
4 months, 2 weeks ago
The Minor Ripple of AI Job Reductions
In this episode, we discuss how AI’s job impact remains smaller than many expected as unemployment in exposed roles stays below average. We also look…
4 months, 3 weeks ago
Smart Investments in AI Support Companies
In this episode, we look at the haves and have-nots of the AI industry and why some companies are making money by selling the “picks and shovels” beh…
4 months, 3 weeks ago
Anthropic's $965B Value: Investment Insights
In this episode, we explore the staggering $65 billion raise by Anthropic, propelling them beyond OpenAI’s valuation and transforming the AI landscap…
4 months, 3 weeks ago
LetinAR: A New Player with $18.5M Backing
In this episode, we discuss LetinAR raising $18.5 million to supply optical modules for AI glasses. We also look at why display technology matters fo…
4 months, 3 weeks ago
Investing Insights on Spotify's AI Changes
In this episode, we discuss Spotify’s new AI podcast feature and how it could change the way creators make, edit, or distribute audio. We also look a…
4 months, 3 weeks ago
The Economics of AI Deployment
In this episode, we explore the critical insights around measuring the return on investment (ROI) of AI technologies in business. Discover why simply…
4 months, 3 weeks ago