Agentic Commerce Hits a Wall: Hilton, Amazon and the Bot Blocking Fight
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53:03Oct 9, 2026
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172 episodes
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Meta Muse vs Instinct vs OpenAI Dots: Do AI Agents Have Any Moat?
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57:29Oct 2, 2026
Claude Is Doing Science, a16z Is Starting a University & the AI Bubble Keeps Growing and Still Be a Terrible Business; We'd Rather Send Our Kids to the Military Than to a16z's School
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58:42Sep 25, 2026
Anthropic Wants to Slow AI Down & Instinct Wants a $10B Valuation. Is It Because They're Losing? Is Dario Amodei Actually Right?
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56:37Sep 18, 2026
iPhone Duo, Meta Muse & Why AI Finally Scared Dave Morin
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51:17Sep 11, 2026
AI Agents Are Going Rogue. Should We Be Worried?
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55:31Sep 4, 2026
Meta’s $17B Reckoning & Why Parents Can’t Compete With Big Tech's Algorithm
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54:40Aug 28, 2026
Stripe Buys OpenRouter, OpenAI vs. Anthropic & the AI Backlash
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56:23Aug 21, 2026
Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng
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58:54Aug 14, 2026
Jeff Dean Leaves Google, Airtable Sells, and the Bag-Securing Era
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55:19Aug 7, 2026
Zuck says AI is for everyone, His Rivals Ask Washington To Slow it Down
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59:23Jul 31, 2026
Did OpenAI Stage Its Own Cyber Incident? | Stripe Buying Paypal, Frontier Model Economics, Peptides
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1:01:08Jul 24, 2026
AI Regulatory Capture Bet: Why OpenAI & Anthropic Stopped Competing on Tech
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50:03Jul 17, 2026
OpenAI Offered the Government a Stake. Is This a Distress Signal?
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55:10Jul 10, 2026
Why Identity Verification Matters For The Internet | Vox Americanus, GLM 5.2, Claude Fable 5 Is Back
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54:12Jul 3, 2026
Chinese AI Model GLM 5.2 Beating Frontier Models | Meta Glasses, Polymarket Scandal, and More AI Talent War
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49:33Jun 26, 2026
Elon Is the Best Financier of Our Generation
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40:50Jun 19, 2026
Teamshares IPO: $60M EBITDA, 92 Companies, Zero Exits
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51:57Jun 17, 2026
Apple’s New Siri, SpaceX’s $300B IPO & the AI Company Killing Its Own Brand
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44:11Jun 12, 2026
Silicon Valley IPO Summer 2026: SpaceX, Anthropic, OpenAI Explained
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45:43Jun 5, 2026
Did Anthropic Use the Pope as a Marketing Stunt? Ft. Amir Efrati
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50:00May 29, 2026
SpaceX IPO Date Talk + OpenAI Confidential Filing Rumors
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52:09May 22, 2026
Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America
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45:55May 15, 2026
Why the Met Gala Hates Tech, Elon vs OpenAI Drama, and the Rise of Chinese AI Models
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59:07May 8, 2026
Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning
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1:01:03May 1, 2026
What Tim Cook’s “Executive Chairman” Move Really Means | Musk vs OpenAI, xAI and Cursor Rumors
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52:43Apr 24, 2026
Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
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44:07Apr 17, 2026
Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI
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47:08Apr 10, 2026
AI Agents Destroying Internet Security (Anthropic's Leak, ClawCon Tokyo, OpenAI's $852B Valuation)
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47:45Apr 3, 2026
The New Startup Stack: One Founder + Agents | Henrik Werdelin (Audos) and Ben Broca (Polsia)
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54:01Mar 27, 2026
Nvidia's GTC, Apple Blocking Vibe-Coding Apps, Meta's Rogue AI Agent
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58:55Mar 20, 2026
Anthropic’s Bet on Coding Is Working (OpenAI Shopping Pivot, A16Z’s Top 50 List, $1B Tennis Channel)
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58:42Mar 13, 2026
Fire Sam Altman, The End of Software Engineers, and Why AI Is All Narrative
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51:57Mar 6, 2026
Apple, OpenAI & Why Nobody Makes Money in AI | The SaaS Apocalypse
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47:33Feb 27, 2026
OpenClaw vs Meta vs OpenAI: The Personal Agent Wars Heat Up
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56:31Feb 20, 2026
Why OpenAI Can't Win The Decentralized AI Future (OpenClaw, Apple's Win, X.AI Exodus)
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1:00:40Feb 13, 2026
SpaceX + xAI Merger, Google Earnings, and and the Bot-Filled Internet
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50:25Feb 6, 2026
Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)
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56:58Jan 30, 2026
From ClawdBots to Sauna Bros: Silicon Valley in 2026
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49:27Jan 23, 2026
SaaS Companies Beware: AI Is The New UI (Anthropic's Claude Code and Cowork)
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53:45Jan 16, 2026
Trillionaires, SpaceX, and More AI: The 2026 Power Laws
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57:56Jan 9, 2026
2026 Tech Predictions: AI Layoffs, a $500B IPO, and the Death of SaaS as We Know It
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56:11Dec 19, 2025
Paramount vs Netflix: Who Really Wins Warner Bros And What's Next?
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1:03:30Dec 12, 2025
Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish)
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1:00:08Dec 5, 2025
OpenAI vs Google vs Meta: Business Model War
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1:08:58Nov 28, 2025
Google Just Won AI, TikTok’s “Self-Control Badges”, ChatGPT Enters Group Chats
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1:00:09Nov 21, 2025
Apple’s iPhone Sock, Waymo's Bay Area Expansion, and AI Wearables
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59:21Nov 14, 2025
Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins
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56:49Nov 7, 2025
Stuart Landesberg's Plan to Save the American West from Wildfires
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42:42Oct 31, 2025
TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained
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54:41Oct 24, 2025