Podcast Episodes
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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…
3 weeks, 3 days 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…
3 weeks, 3 days 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…
3 weeks, 4 days 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…
3 weeks, 5 days 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…
3 weeks, 6 days 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…
3 weeks, 6 days 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 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 weeks, 1 day 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 weeks, 1 day ago
GM's IT Layoffs Signal AI Investment Strategy
In this episode, we discuss GM laying off 600 IT workers while shifting hiring toward “AI first” roles. We also look at what this move says about how…
4 weeks, 2 days ago