AI Value Accrual Takes Center Stage on Tech Pods
Wednesday, July 22, 2026 · 8 min
Azeem Azhar maps where AI value may accrue as podcast feeds dissect the AI capex boom, frontier-model releases, invisible LLM failures, and Lyn Alden’s Bitcoin-backed Orange Juice.
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Azeem Azhar maps where AI value may accrue as podcast feeds dissect the AI capex boom, frontier-model releases, invisible LLM failures, and Lyn Alden’s Bitcoin-backed Orange Juice.
In this episode
- Full Transcript: Azeem Azhar on Where AI Value Will Accrue — Excess Returns
Full Transcript: Azeem Azhar on Where AI Value Will Accrue # Excess Returns SubscribeSign in # Full Transcript: Azeem Azhar on Where AI Value Will Accrue ### Reconstructing AI Demand, Stack Economics, and the Moats That Survive Jul 21, 2026 Share Kai: Over the past few episodes, a central topic of discussion has been the multi-trillion dollar AI investment boom. Massive capital spending…
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# “Grow a Spine”: All-In Podcast Pushes Back on AI Regulation and Calls PayPal’s $60 Takeover Offer Just an Opening Bid - 24/7 Wall St. Author: Thomas Richmond Published: 2026-07-21T01:31:44+00:00 Source: 247wallst.com (247wallst.com) Language: en ## Story “Grow a Spine”: All-In Podcast Pushes Back on AI Regulation and Calls PayPal’s $60 Takeover Offer Just an Opening Bid - 24/7 Wall…
- How Lyn Alden Will Take on Bitcoin DATs and Private Equity With Orange Juice - Unchained — Unchained
How Lyn Alden Will Take on Bitcoin DATs and Private Equity With Orange Juice - Unchained # How Lyn Alden Will Take on Bitcoin DATs and Private Equity With Orange Juice Lyn Alden raised $40M to launch Orange Juice, a holding company that buys cash-flowing businesses and layers Bitcoin on top, not another pure-play treasury bet. Listen to the episode on YouTube, Apple Podcasts, Spotify,…
- LWiAI Podcast #252 - GPT 5.6, Grok 4.5, Nemotron-Labs-Diffusion, AI 2040 — Last Week in AI
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- Invisible LLM Failures and AI Fluency with Chris Potts (Stanford) — Linear Digressions — Linear Digressions
Invisible LLM Failures and AI Fluency with Chris Potts (Stanford) — Linear Digressions What happens when a Stanford linguistics professor turns his attention to AI chatbots — and the surprisingly invisible ways humans misunderstand them? Chris Potts joins the show to unpack the hidden failure modes in how we interact with AI, what it really means to become a more fluent user, and why these…