Topic section
Money and markets
3 topics and 19 episodes whose main topic belongs to this section, by topic, newest first. The companies come from the same episodes.
Investment, valuations, and IPOs · 5 episodes
80% of Investment Went to OpenAI and Anthropic: The Market Looks Broad, but the Center of the New Economy Is Already Very Narrow30% of the episode · OpenAI · Anthropic · Mistral AIWatch →The $500 Billion Stargate: AI Is Becoming a National Industrial Program37% of the episode · Donald Trump · OpenAI · Elon MuskWatch →Twenty-Eight AI Startups and One Central Question: Where Is the Real Business?36% of the episode · Artificial intelligence · NVIDIA · RoboticsWatch →AI Has Not Hit a Ceiling—Products and Corporations Have38% of the episode · Google · X · PerplexityWatch →NVIDIA Became the Symbol of the AI Boom, but the Market Is Already Crowded With Products That Have No Real Defensibility47% of the episode · Microsoft · NVIDIA · AppleWatch →
AI business models and pricing · 8 episodes
I Was at OpenAI DevDay 2026. Here's What OpenAI Is Turning ChatGPT Into24% of the episode · OpenAI · Dots · ChatGPTWatch →OpenAI Closed Access to the $200 Pro Plan. Is Strong AI Becoming Scarce?30% of the episode · Token limits · Artificial intelligence · AnthropicWatch →AI Is Already Finding Loopholes on Its Own. What Can It Do on Your Behalf? New AI Risks22% of the episode · Claude · Ilnar Shafigullin · Artificial intelligenceWatch →Will the Best AI Models Become a Luxury? Tokens, Limits, and the Price of Access73% of the episode · GPT-5.6 Sol · Codex · TokenizationWatch →Who Owns the AI World Now? The Top News Straight from Silicon Valley21% of the episode · Google · OpenAI · CodexWatch →AI Is Getting More Expensive, Access Is Narrowing, and Investment Is Rising: The Free Magic Is Ending38% of the episode · Google · OpenAI · ChatGPTWatch →ChatGPT at $20 and $200: An Expensive Subscription Does Not Solve the Model-Choice Problem36% of the episode · Apple · ChatGPT · Artificial intelligenceWatch →$200 ChatGPT Is Not a Luxury if the Model Actually Replaces Expensive Work31% of the episode · OpenAI · Sora · ChatGPTWatch →
Big Tech strategies · 6 episodes
Claude Fable 5 Showed a New Level of Work—and How Strategic a Model Has Become24% of the episode · Anthropic · Codex · ClaudeWatch →OpenAI, Google, and Apple Build AI in the Image of Their Own Organizations—and That Is Why Their Products Are So Different68% of the episode · Google · Apple · OpenAIWatch →Apple Can Buy Google’s Model, but It Cannot Buy an Organization That Knows How to Ship AI19% of the episode · Google · Meta · Artificial intelligenceWatch →Meta’s “Personal Superintelligence” Sounds Good, but Users Need an Assistant That Works Today35% of the episode · OpenAI · Artificial intelligence · MicrosoftWatch →Telegram, OpenAI, and the Market for Trust: Why Polished Numbers Can No Longer Be Taken at Face Value35% of the episode · Telegram · Apple · OpenAIWatch →Why ChatGPT Is ‘Getting Dumber,’ Apple Is Moving Slowly on AI, and Our Data Is the Most Fragile Part of the System22% of the episode · OpenAI · Apple · ChatGPTWatch →
Companies in this topic
Topics in this section