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163 episodes

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Jeff Dean Leaves Google, Airtable Sells, and the Bag-Securing Era artwork

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 artwork

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 artwork

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 artwork

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? artwork

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 artwork

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 artwork

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 artwork

Elon Is the Best Financier of Our Generation

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40:50Jun 19, 2026
Teamshares IPO: $60M EBITDA, 92 Companies, Zero Exits artwork

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 artwork

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 artwork

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 artwork

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 artwork

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 artwork

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 artwork

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 artwork

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 artwork

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 artwork

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 artwork

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) artwork

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) artwork

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 artwork

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) artwork

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 artwork

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 artwork

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 artwork

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) artwork

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 artwork

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) artwork

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 artwork

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) artwork

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 artwork

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 artwork

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? artwork

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) artwork

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 artwork

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 artwork

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 artwork

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 artwork

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 artwork

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 artwork

TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained

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54:41Oct 24, 2025
Meta’s Teen Rules, OpenAI’s Content Shift, and Roblox the New Social Media? artwork

Meta’s Teen Rules, OpenAI’s Content Shift, and Roblox the New Social Media?

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1:02:07Oct 17, 2025
Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame artwork

Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame

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58:10Oct 10, 2025
#119 OpenAI Sora vs. TikTok: Can “AI Entertainment” Fund the Compute Bill? artwork

#119 OpenAI Sora vs. TikTok: Can “AI Entertainment” Fund the Compute Bill?

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49:59Oct 3, 2025
#118 Elon vs Altman: The $10B Capital War Reshaping Tech artwork

#118 Elon vs Altman: The $10B Capital War Reshaping Tech

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46:57Sep 26, 2025
#117 TikTok’s New Owner and Hiring a US CEO? artwork

#117 TikTok’s New Owner and Hiring a US CEO?

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55:15Sep 19, 2025
#116 iPhone Air or Pro? Apple Ignores AI and Wins? artwork

#116 iPhone Air or Pro? Apple Ignores AI and Wins?

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53:06Sep 12, 2025
#115 Anthropic at $170B: Should Unicorns Be Forced to IPO? artwork

#115 Anthropic at $170B: Should Unicorns Be Forced to IPO?

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57:23Sep 5, 2025
#114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad artwork

#114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad

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1:10:23Aug 29, 2025
#113 GPT-5 Disappoints: The End of the AI Gold Rush? artwork

#113 GPT-5 Disappoints: The End of the AI Gold Rush?

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1:05:09Aug 22, 2025