AI Tokens, IPO Returns, and the Return of Stock Picking
Monday, June 8, 2026 · 9 min
All-In’s Dan Loeb and Cerebras IPO panel frame a market where stock picking, post-IPO returns, and AI infrastructure matter again, while Sequoia and Upstarts episodes show startups turning customer research and compliance into agent-era systems.
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Show notes
All-In’s Dan Loeb and Cerebras IPO panel frame a market where stock picking, post-IPO returns, and AI infrastructure matter again, while Sequoia and Upstarts episodes show startups turning customer research and compliance into agent-era systems.
In this episode
- Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back - All-In with Chamath, Jason, Sacks & Friedberg | Podme — All-In with Chamath, Jason, Sacks & Friedberg
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back - All-In with Chamath, Jason, Sacks & Friedberg | Podme All-In with Chamath, Jason, Sacks & Friedberg 5 Juni # Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back Lyssna i appen Lyssna i appen (0:00) Dan Loeb joins the Besties! (0:34) Investor journey: From message boards to a multibillion dollar hedge…
- Step Back — A bunch of this week’s tech-podcast conversations circle around AI moving from a handy tool to something companies treat like an asset — Satya Nadella calls it “token capital,” while others talk about customer-listening agents and new security risks. What does it actually mean for AI to become capital that compounds inside a company, instead of just software people use?
Background sources
- Satya Nadella on making human and token capital compound — Reid Hoffman
- The token bill comes due: Inside the industry scramble to manage AI’s runaway costs | TechCrunch — Rebecca Bellan
- Your agent will be your undoing - by Benn Stancil — Benn Stancil
- AI’s Capital Flywheel: Models, Money, and the Future of Power - AI + a16z - Podcast Episode - Podscan.fm — a16z
- All-In Liquidity IPO Panel: Cerebras, Planet Labs, and Why the Best Returns Come After the Bell Rings — Podcast Alpha
All-In Liquidity IPO Panel: Cerebras, Planet Labs, and Why the Best Returns Come After the Bell Rings # Podcast Alpha SubscribeSign in # All-In Liquidity IPO Panel: Cerebras, Planet Labs, and Why the Best Returns Come After the Bell Rings Jun 07, 2026 Share Cerebras’ wafer-scale chip delivers 15-18x faster AI inference than GPU clusters by eliminating off-chip memory trips. OpenAI is a…
- Knowing What Your Customers Want, All the Time: Listen Labs' Alfred Wahlforss | Sequoia Capital — Sequoia Capital
Knowing What Your Customers Want, All the Time: Listen Labs' Alfred Wahlforss | Sequoia Capital # Knowing What Your Customers Want, All the Time: Listen Labs’ Alfred Wahlforss ## Stream Now On Alfred Wahlforss, co-founder and CEO of Listen Labs, is building an AI agent that interviews your customers at a scale no focus group ever could—thousands of voice conversations at once, drawn from an…
- Faking Rivals, 'Infinity Work' And LinkedIn Cringe, With Vanta's Christina Cacioppo — The Upstarts
Faking Rivals, 'Infinity Work' And LinkedIn Cringe, With Vanta's Christina Cacioppo SubscribeSign in # Faking Rivals, 'Infinity Work' And LinkedIn Cringe, With Vanta's Christina Cacioppo ### Vanta's CEO shares her 'real' founder journey, how she's rebuilding her company for the AI moment, and how she deals with new rivals, on The Upstarts Podcast. Jun 05, 2026 5 Share Vanta CEO Christina…