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How Gavin Baker Invests in AI, and Where the Bubble is Going Next
Episode 180
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 r…
1 month, 1 week ago
Encouraging Athletes to Take Steroids: Bryan Johnson's Enhanced Games
Episode 179
In this episode, we discuss the Enhanced Games in Las Vegas, where athletes were allowed to use performance-enhancing drugs under medical supervision…
1 month, 1 week ago
The Story of Cursor: The Fastest AI Company and Massive Comeback
Episode 178
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 sup…
1 month, 1 week ago
ROUNDUP: Anthropic Pays Elon $45B, SpaceX Files $1.75T IPO, Claude Mythos Hacks Apple
Episode 177
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 de…
1 month, 2 weeks ago
Google I/O 2026: Their Next Big Thing Is Finally Here
Episode 176
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 Ge…
1 month, 2 weeks ago
Leopold is Back: 13F Filings Reveal a New Bet
Episode 175
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,…
1 month, 2 weeks ago
THIS WEEK IN AI: Google's AI Laptop, Everyone Goes to China, Thinking Machines
Episode 174
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…
1 month, 3 weeks ago
Memory Could Be the Last Great Investment of this AI Cycle
Episode 173
There has been a surge in memory stocks and memory ETFs, with AI inference demand reshaping the market and perhaps reshaping the entire memory indust…
1 month, 3 weeks ago
Cerebras IPO: The Tech Breakthrough That Could Change Everything
Episode 172
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…
1 month, 3 weeks ago
THIS WEEK IN AI: Anthropic SpaceXAI Deal | Elon vs OpenAI Trial
Episode 171
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 c…
1 month, 4 weeks ago