Line of work
Investing
Investors, funds and founders before a round. The main line of work in 5 episodes, and one of the lines in 32 more. Newest first.
Primarily for this line of work · 5 episodes
The $500 Billion Stargate: AI Is Becoming a National Industrial ProgramInvestorsWatch →Telegram, OpenAI, and the Market for Trust: Why Polished Numbers Can No Longer Be Taken at Face ValueInvestorsWatch →The US Election Is Reshaping the Technology Market Faster Than It AppearsInvestorsWatch →Twenty-Eight AI Startups and One Central Question: Where Is the Real Business?InvestorsWatch →NVIDIA Became the Symbol of the AI Boom, but the Market Is Already Crowded With Products That Have No Real DefensibilityInvestorsWatch →
Also useful for this line of work · 32 episodes
12 Key AI Trends That Will Rewrite the Rules of the World: Money, Power and the Future of HumansInvestors and entrepreneurs who doubt that the economics of OpenAI and Anthropic add up.Watch →80% of Investment Went to OpenAI and Anthropic: The Market Looks Broad, but the Center of the New Economy Is Already Very NarrowOpenAI · Anthropic · Mistral AIWatch →SpaceX Approached $3 Trillion Because the AI Market Has Started Valuing Entire Infrastructure Empires, Not ModelsInvestorsWatch →What Will Happen to Our Access to ChatGPT and Claude After Their IPOs. The Main AI NewsChatGPT · Codex · AnthropicWatch →Musk Lost to OpenAI, but the Trial Exposed What Had Been Kept Quiet for 11 YearsOpenAI · Elon Musk · MicrosoftWatch →AI Is No Longer Just a Chatbot. It Is Replacing Workplace SoftwareInvestors looking for where the power of money will disappear and where it will appear: the host names his own bet on infrastructure.Watch →AI Is Getting More Expensive, Access Is Narrowing, and Investment Is Rising: The Free Magic Is EndingInvestorsWatch →Musk Is Suing OpenAI While Both Sides Build a Future Valued in the TrillionsInvestorsWatch →China Is Disrupting the AI Market Not With One Model, but With Patents, Data, Energy, and Deployment SpeedInvestorsWatch →“Code Red” at OpenAI: Google Applies Product Pressure While Social Programs Buy Time and InfluenceInvestorsWatch →A Trillion-Dollar OpenAI and a Million Tesla Robots: The Market Is Pricing Scale Before It Has Seen ReliabilityInvestorsWatch →A Trillion-Dollar OpenAI, a Social-Media Ban for Children, and a Home Robot: One Market Is Selling the Promise Before the ProductInvestorsWatch →OpenAI Is Building a Labor Market, DeepSeek Is Preparing a New Model, and Compute Scarcity Is Becoming the Main EmployerInvestorsWatch →Robotaxis Are Already in Silicon Valley: Tesla’s Trillion-Dollar Valuation Depends on the Network, Not the CarInvestorsWatch →Russia’s 31st Place in AI Is Not a Verdict, but Without Compute, Capital, and Mass Adoption the Ranking Will Not ChangeInvestorsWatch →AI Promises a Therapist and an Honest Startup—and Receives Trust That Should Never Be Given AutomaticallyInvestorsWatch →The US Decided to Sell NVIDIA to the World So the World Would Not Learn to Live Without NVIDIAInvestorsWatch →Half a Trillion Dollars for AI Does Not Eliminate the Main Shortage—People Who Can Build a ProductInvestorsWatch →The US, China, and Europe Are Regulating AI for Three Different GoalsInvestorsWatch →Grok 3 Did Not End the ChatGPT Era—It Showed That the Race Now Runs Every DayInvestorsWatch →DeepSeek Did Not Kill NVIDIA—It Made Powerful AI Cheaper and Expanded the Chip MarketInvestorsWatch →Twelve AI Trends Reduce to One: The Technology Is Becoming InfrastructureInvestorsWatch →2025 Began Not With AGI, but With AI Moving From the Screen Into the Physical WorldInvestorsWatch →China Could Win the Robotics Race While the United States Debates the Next ModelInvestorsWatch →AI Agents Promise to Replace Employees, but They Still Cannot Replace a Bad InterfaceInvestorsWatch →Elon Musk Is Building AI as an Industrial Project: One Hundred Thousand GPUs, Tesla, SpaceX, and the Price of ScaleInvestorsWatch →Regulating AI Before We Understand AGI: Why California Backed Away From SB 1047InvestorsWatch →AGI by 2030 Is Constrained by More Than Models—It May Run Out of ElectricityInvestorsWatch →Rockets, Drones, and Electric Vehicles: The Future Runs Into Economics and the Cost of FailureInvestorsWatch →The Entire Tech Industry Talks About ChatGPT, Yet Outside the Bubble Surprisingly Few People Know What to Do With ItInvestorsWatch →AI Has Not Hit a Ceiling—Products and Corporations HaveInvestorsWatch →The US vs. China, Google vs. Microsoft, Anthropic vs. ChatGPT: Who Really Controls the AI RaceInvestorsWatch →