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The $META Investment Thesis: The Markets are Wrong
Episode 72
In this episode, we explor Meta's stock performance amid competition from Google and OpenAI. We discuss challenges with products like the Vibes app a…
3 months ago
SpaceX's 11th Starship Launch and Elon's Vision for Space
Episode 71
In this episode, we discuss SpaceX's groundbreaking (and explosive) launch of the fully stacked Starship, marking a key step for Mars colonization.
W…
3 months ago
Tesla's Optimus vs Figure 3: The Humanoid Robot Showdown
Episode 70
Two humanoid robots walk into your house—a quiet helper and a flashy fighter—and we ask which you’d actually want.
We break down what today’s leading …
3 months ago
This Week in AI: NVIDIA's $2B Elon Deal | OpenAI's Huge User Base
Episode 69
NVIDIA is looking at a $10 trillion forecast alongside its major investment in Elon Musk's xAI.
Additionally, we cover OpenAI's 800 million weekly act…
3 months, 1 week ago
OpenAI DevDay 2025 Explained in 20 Minutes
Episode 68
Covering highlights from OpenAI’s DevDay, including ChatGPT's surge to 800 million weekly users. We discuss the new Apps SDK for seamless app integra…
3 months, 1 week ago
We Interviewed The Team Behind OpenAI's #1 Feature
Episode 67
OpenAI’s personalization leads, Christina Kaplan and Samir Ahmed map the shift from an “assistant with a notebook” to Pulse—the part of ChatGPT that …
3 months, 1 week ago
OpenAI Released the Sora 2 Video Platform: Here's How it Works
Episode 66
OpenAI's has launched Sora 2, a text-to-video model that combines realism and interactivity, allowing users to create videos with their likenesses.
W…
3 months, 2 weeks ago
This Week in AI: ChatGPT Instant Checkout, Sora 2, Claude Sonnet 4.5
Episode 65
OpenAI dropped their Instant Checkout feature, which transforms e-commerce by allowing purchases directly through ChatGPT, challenging retail norms. …
3 months, 2 weeks ago
Meta Vibes vs OpenAI Pulse: A Tale of Two Releases
Episode 64
In this episode, we examine the ethical implications of AI development by Meta and OpenAI, contrasting Meta’s addictive “Vibes” video platform with O…
3 months, 2 weeks ago
The $10T AI Scaling Race: Who's Winning, And Who's Certain To Lose
Episode 63
Over the last 30 days, more than $1T has been pledged to build 50–100 GW of power for AGI, an unprecedented, Manhattan-Project-scale race to convert …
3 months, 3 weeks ago