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
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137 episodes
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
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
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58:10Oct 10, 2025
#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
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46:57Sep 26, 2025
#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?
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53:06Sep 12, 2025
#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
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1:10:23Aug 29, 2025
#113 GPT-5 Disappoints: The End of the AI Gold Rush?
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1:05:09Aug 22, 2025
#112 Swift Should Buy Chrome, Not Perplexity
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47:45Aug 15, 2025
#111 Figma, OpenAI, Canva: the Rise of Meme Stock IPOs in Silicon Valley
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53:25Aug 8, 2025
#110 Meta's Billion-Dollar Hires: Bubble or Genius?
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52:15Aug 1, 2025
#109 OpenAI vs Google: The Real Business Model War Begins
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56:47Jul 25, 2025
#108 Meta vs. OpenAI: Who Wins the Next Attention War?
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59:56Jul 18, 2025
#107 Anatoly Yakovenko: Crypto Isn’t for Everyone (And That’s a Good Thing)
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56:39Jul 11, 2025
#106: AI Researchers Earning More Than Cristiano Ronaldo
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55:20Jul 4, 2025
#105: Tesla, Bumble, And Bezos' Wedding - Everything Is A Mess
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50:32Jun 27, 2025
#104: AI Clones, Commoditized Ads, and the Cult of Trust
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53:25Jun 20, 2025
#103: Are Silicon Valley’s Mega-Deals Just Talent Grabs?
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1:09:46Jun 13, 2025
#102: Snap Spectacles, Build-A-Bear, and the Myth of the Everything App
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54:00Jun 6, 2025
#101: The Business of OnlyFans, Future of Identity, and Navigating Privacy in the AI Age
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56:06May 30, 2025
#100: OpenAI Teams Up with Jony Ive, Vibe Coding, Gemini, and More
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1:00:33May 23, 2025
#99: The Airbnb Strategy Nobody’s Talking About
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49:07May 16, 2025
#98: OpenAI Acquires Windsurf for $3B, Google's Stock Dips
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56:20May 9, 2025
#97: How OpenAI Is Beating Google and Meta at Their Own Game
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49:59May 2, 2025
#96: Google & Meta on Trial, Tesla, AI & Media
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59:12Apr 25, 2025
#95: OpenAI’s Social Network & Figma’s Potential IPO
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48:05Apr 18, 2025
#94: Will Elon Quit DC? Trump’s Chaos & AI’s China Threat (with Joanna Coles)
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54:23Apr 11, 2025
#93: Can Tesla Survive?
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52:51Apr 4, 2025
#92: The Signal Scandal & DOGE Drama! (with Ben Smith and Nicholas Carlson)
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55:04Mar 28, 2025
#91: Google’s $32B Deal and a Silicon Valley Spy Scandal!
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1:00:15Mar 21, 2025
#90: Silicon Valley Unscripted: Billionaires, AI, and Interplanetary Exploration
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56:45Mar 14, 2025
#89: America’s Crypto Reserve, Nvidia’s $600M Hit & Digg’s Comeback
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53:11Mar 7, 2025
#88: Meta’s $200B AI Bet, Instagram Reels & The Future of Content
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1:00:06Feb 28, 2025
#87: SKIMS To Revive Nike? AI Drama & The Satoshi Mystery
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1:02:29Feb 21, 2025