Podcast Episodes
Back to SearchNVIDIA Earnings Breakdown | Doug O’Laughlin, Ajay Agarwal, Koen Bok & Jorn Van Dijk, Hussein Fazal, Oisin Hanrahan, Jon Callaghan, Shane Hegde
Episode 200
(00:11) - NVIDIA Earnings Breakdown (28:43) - Doug O’Laughlin is the President of SemiAnalysis, an independent research firm focused on semiconducto…
10 months, 4 weeks ago
SpaceX Launch: Deep Dive & Reactions | Josh Reeves, Keller Cliffton, Will Brown, Julia Steinberg, Olivia Moore, Flo Crivello
Episode 199
(00:11) - SpaceX Launch Reactions (16:35) - History of SpaceX (29:53) - Mature Startups Get Venture-Debt Boost (41:38) - Timeline Reactions (01:2…
10 months, 4 weeks ago
The Experts Weigh in on Intel, Big Family: The Ultimate Status Symbol | Wade Foster, Dan Wang, Nicolas Sharp, Shan Aggarwal, Vikas Enti, Bryan Pellegrino, Logan Kilpatrick, Rylan Hamilton
Episode 198
(00:11) - Timeline Reactions (01:39) - 100k on X (04:53) - The Experts Weigh in on Intel (20:17) - Founders Podcast: How Elon Works (24:27) - Tay…
11 months ago
Intel’s Tightrope Walk with Trump, Surprise Appearance From Dr. Drew | Darren Rovell, Dr. Drew Pinsky, Colin Anderson, Truman Sacks
Episode 197
(01:59) - Intel's Tricky Dance with Trump (41:09) - Is Trump's Intel Stock-Buy Socialism? (50:44) - Timeline Reactions (59:47) - Darren Rovell, a …
11 months ago
Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping
Episode 196
(00:00) - Intro (00:04) - The Big Money of Clipping (14:12) - Meta Smart Glasses (28:31) - Heads to the Moon (34:21) - Mark Cuban (Investor & Ent…
11 months ago
Jeffrey Katzenberg & Kimbal Musk, Dow Jumps as Powell Signals Rate Cut, Crusoe in Talks for $10B Valuation, Inside America's Most Expensive Home | Joe Weisenthal, Jessica Livingston, Zachary Bookman
Episode 195
(00:58) - Dow Jumps as Powell Signals Rate Cut (05:46) - Crusoe in Talks for $10B Valuation (15:24) - Inside America's Most Expensive Home (35:46)…
11 months ago
David Senra LIVE in The Ultradome | Chase Lochmiller & Alon Yariv, Filip Aronshtein, Gorkem Yurtseven, Sudheesh Nair, Julie Zhuo, Jakob Diepenbrock, Gabe Whaley
Episode 194
(00:13) - Timeline (11:48) - The Inexorable Rise of Latin America's Drug Cartels (26:18) - Timeline (26:45) - Beers, Buns, Baseball: The 9-9-9 Cha…
11 months ago
Mark Cuban, Vlad Tenev & MORE | Larry Ellison's Cloud Scores Big, Silicon Valley's Family Life, Qasar Younis, Minna Song
Episode 193
(00:21) - Timeline (06:37) - AI Orality Opens Up the Grift Gates (27:23) - Ellison's Cloud Scores Big with AI Titans (44:25) - Timeline (01:35:31…
11 months ago
Chamath Is Back With New SPAC, AI Scrutiny, China’s Moon Push | Pete DeJoy, Marty Kausas, Matteo Franceschetti, Abdul Al-Asaad, Derek Lo, Alex Telford
Episode 192
(00:30) - Chamath is Back with New SPAC (31:33) - Timeline (01:01:23) - TBPN Substack (01:16:35) - Gong of the Day (01:26:14) - Timeline (01:59:…
11 months, 1 week ago
OpenAI Staff to Sell $6B in Stock, Flirty Meta Chatbot Leads NJ Man to Death, Claude Can Now End Conversations | Noor Siddiqui
Episode 191
(07:18) - OpenAI Staff to Sell $6B in Stock (10:38) - Financial Times: Stop Talking About AI (20:37) - Do LLMs Have Music Taste? (39:01) - Man Die…
11 months, 1 week ago