Episodes
- Monday, June 8, 2026 · 9 min AI Tokens, IPO Returns, and the Return of Stock Picking
- Friday, June 5, 2026 · 9 min AI’s Real Bottlenecks: Data, Dollars, Devs—and SpaceX
- Thursday, June 4, 2026 · 8 min AI Hits the Stack: Microsoft, Amgen, IBM and DeepMind
- Wednesday, June 3, 2026 · 7 min OpenAI, Mercor, and Mythos Put AI’s New Math on the Mic
- Tuesday, June 2, 2026 · 8 min AI Factories Come for Video, Operations, and the Second Brain
- Monday, June 1, 2026 · 8 min AI’s New Power Law Hits Coding, Compute, and War
- Thursday, May 28, 2026 · 10 min Pichai, Notion, YC: AI Becomes the Operating Layer
- Wednesday, May 27, 2026 · 9 min Sundar Pichai, AI Agents, and Tech’s Debt Coming Due
- Tuesday, May 26, 2026 · 8 min Open Models Meet Operator Playbooks
- Monday, May 25, 2026 · 8 min Anthropic Draws Lines as Google Pitches the Agent Era
- Friday, May 22, 2026 · 9 min AI Agents Need Rails, and OpenAI Drama Hits a Wall
- Thursday, May 21, 2026 · 9 min AI Agents Move From Demos Into the Stack
- Wednesday, May 20, 2026 · 8 min AI Agents, Enterprise Gravity, and the VC Speed Trap
- Tuesday, May 19, 2026 · 9 min Podcast week: Taiwan chips, AI data risk, and China’s tech push
- Friday, May 15, 2026 · 8 min AI’s Hero Era Gives Way to Systems, Data, and Operators
- Thursday, May 14, 2026 · 7 min AI Moves From Models to Moats, Music, and Minerals
- Wednesday, May 13, 2026 · 5 min AI’s Bottleneck Is People, Policy, and Trust
- Tuesday, May 12, 2026 · 9 min AI Turns Builder Culture Into an Operating System
- Monday, May 11, 2026 · 2 min Chesky’s Airbnb Playbook for the AI Consumer Era
- Thursday, May 7, 2026 · 8 min AI’s New Playbook: Defaults, Verticals, and Founder Discipline
- Monday, May 4, 2026 · 4 min AI Builders Push Past the Closed-Lab Narrative
- Saturday, May 2, 2026 · 4 min AI Pods Go Full-Stack: OpenAI, Runway, WorkOS
- Friday, May 1, 2026 · 4 min Agents, Goblins, and Founder Velocity Take Over Tech Podcasts
- Thursday, April 30, 2026 · 3 min AI’s Stack Gets Real: Chips, Trust, and Agent Security
- Wednesday, April 29, 2026 · 3 min AI Reality Check: Bad Stats, Big Bets, and Coding Agents
- Tuesday, April 28, 2026 · 3 min Podcast Power Becomes Venture Power
- Monday, April 27, 2026 · 2 min AI Agents Hit the 60% Wall as Private Markets Go Continuous
- Sunday, April 26, 2026 · 1 min The $100K Sam Altman Podcast Paywall Gets a Buyer
- Saturday, April 25, 2026 · 1 min TBPN Tracks Intel’s Rip, Cursor’s Ambition, and Thrive’s Big Bet
- Friday, April 24, 2026 · 9 min Greg Brockman breaks down 'Spud' — and token demand is going infinite