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Making Sense of the AI Cycle: Where are We Now?
Episode 170
Today, we're analyzing the soaring performance of semiconductor stocks fueled by the AI boom, spotlighting gains from SanDisk and Micron. With the su…
2 months ago
The OpenAI Phone is Coming... With an AI Operating System
Episode 169
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 impli…
2 months ago
Everyone Needs to Use OpenAI Codex... Until Claude Mythos Comes Out
Episode 168
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 …
2 months ago
THIS WEEK IN AI: Massive Quarterly Earnings, Anthropic's Project Deal, Cursor SDK
Episode 167
We tackle the strong earnings reports from Google, Amazon, Meta, and Microsoft, propelled by AI and cloud growth. Google sees a 94% earnings per shar…
2 months ago
The Trial Begins: Elon vs Sam Altman
Episode 166
The courtroom showdown between Elon Musk and Sam Altman over OpenAI has begun, with stakes hitting $850 billion and potential damages of $134 billion…
2 months, 1 week ago
China Blocks $2B Meta's Acquisition of Manus. It's Getting Real
Episode 165
The fallout from Meta's $2 billion acquisition of AI startup Manus, haz beencomplicated by the founders' detention in China and a government order t…
2 months, 1 week ago
Owning the Future: USVC Explained with Ankur Nagpal
Episode 164
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 ext…
2 months, 1 week ago
THIS WEEK IN AI: Chat GPT-5.5 Beats Claude Mythos, SpaceX Cursor Rumors, Google's New TPU's
Episode 163
Big week this week. We discuss the launch of OpenAI's ChatGPT 5.5, showcasing its exceptional coding and problem-solving capabilities that surpass co…
2 months, 1 week ago
The Unknown Tech that Enables AGI: Claude Mythos and NVIDIA's Next Generation
Episode 162
We explore the game-changing release of Claude Mythos and NVIDIA's Blackwell chip, a leap toward artificial general intelligence (AGI). We discuss AI…
2 months, 2 weeks ago
ChatGPT Images 2.0: We Tested Everything (It's Amazing)
Episode 161
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…
2 months, 2 weeks ago