AI Moves From Models to Moats, Music, and Minerals
Thursday, May 14, 2026 · 7 min
The best tech podcasts today point past model demos and into the operating layer: compute allocation, industrial automation, creative tooling, and the collapse of old SaaS pricing assumptions.
Listen
Show notes
The best tech podcasts today point past model demos and into the operating layer: compute allocation, industrial automation, creative tooling, and the collapse of old SaaS pricing assumptions.
In this episode
- Krishna Rao — Patrick O'Shaughnessy Summary — SignalCast
Krishna Rao — Patrick O'Shaughnessy Summary Skip to main content Episode 76 min Read time 3 min Topics Startups, Artificial Intelligence ## AI-Generated Summary Published May 13, 2026 ## Key Takeaways - ✓Compute Allocation Framework: Anthropic runs daily meetings to allocate compute across three buckets: model training, internal acceleration, and customer inference. A non-negotiable…
- Turner Caldwell — a16z Summary — SignalCast
Turner Caldwell — a16z Summary Skip to main content Episode 24 min Read time 2 min Topics Artificial Intelligence ## AI-Generated Summary Published May 13, 2026 ## Key Takeaways - ✓US Minerals Gap: America sits roughly 50 years behind China in critical minerals processing capacity, and permitting reform alone cannot close that gap. The real bottleneck is construction and ramp-up speed…
- Suno's Mikey Shulman: Everyone Can Make Music Now | Sequoia Capital — Sequoia Capital
Suno's Mikey Shulman: Everyone Can Make Music Now | Sequoia Capital # Suno’s Mikey Shulman: Everyone Can Make Music Now ## Stream Now On Most music platforms assume you’re a listener. On Suno, 90% of daily users make something. Founder and CEO Mikey Shulman explains why that flips the model: the act of creating IS the entertainment, with closer parallels to gaming and Claude Code than to…
- "Software Is Basically Worth Zero Now" | Tyler Hogge — GTMnow
"Software Is Basically Worth Zero Now" | Tyler Hogge SubscribeSign in The GTMnow Podcast VC: The moat moved. It's not the product anymore 1 0:00 -47:40 Audio playback is not supported on your browser. Please upgrade. ## VC: The moat moved. It's not the product anymore Tyler Hogge helped engineer a $2.5B exit in four years. Here's what he's betting on now that AI levels the product…