Topic
Investment, valuations, and IPOs
The main topic of 5 episodes and at least 10% of 18 more. Newest first; the companies and adjacent topics come from the same episodes.
The episode's main topic · 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 →
A substantial part of the episode · 18 episodes
“Code Red” at OpenAI: Google Applies Product Pressure While Social Programs Buy Time and Influence10% of the episode · OpenAI · Google · NVIDIAWatch →A Trillion-Dollar OpenAI, a Social-Media Ban for Children, and a Home Robot: One Market Is Selling the Promise Before the Product21% of the episode · OpenAI · Elon Musk · Artificial intelligenceWatch →An App Store Inside ChatGPT Will Change Software Only Where the Chat Knows More Than the App Itself14% of the episode · ChatGPT · OpenAI · CanvaWatch →OpenAI Is Building a Labor Market, DeepSeek Is Preparing a New Model, and Compute Scarcity Is Becoming the Main Employer15% of the episode · OpenAI · DeepSeek · Artificial intelligenceWatch →Robotaxis Are Already in Silicon Valley: Tesla’s Trillion-Dollar Valuation Depends on the Network, Not the Car15% of the episode · Apple · iPhone · Artificial general intelligenceWatch →Meta’s Moderation Failure Shows That Friendly AI Can Be Dangerous Precisely Because People Trust It11% of the episode · Meta · China · GoogleWatch →Russia’s 31st Place in AI Is Not a Verdict, but Without Compute, Capital, and Mass Adoption the Ranking Will Not Change11% of the episode · Russia · United States · OpenAIWatch →AI Promises a Therapist and an Honest Startup—and Receives Trust That Should Never Be Given Automatically15% of the episode · ChatGPT · Artificial intelligence · OpenAI o3Watch →The US, China, and Europe Are Regulating AI for Three Different Goals20% of the episode · China · United States · OpenAIWatch →AI Can Be Talked Into Revealing a Password—and That Is an Exact Model of Future Attacks15% of the episode · OpenAI · Apple · Artificial intelligenceWatch →DeepSeek Did Not Kill NVIDIA—It Made Powerful AI Cheaper and Expanded the Chip Market19% of the episode · OpenAI · DeepSeek · NVIDIAWatch →Musk Gained Access to Politics, While Apple and OpenAI Gained Access to Our Data12% of the episode · ChatGPT · Apple · Donald TrumpWatch →Elon Musk Is Building AI as an Industrial Project: One Hundred Thousand GPUs, Tesla, SpaceX, and the Price of Scale11% of the episode · Elon Musk · Tesla · NVIDIAWatch →Regulating AI Before We Understand AGI: Why California Backed Away From SB 104720% of the episode · OpenAI · Artificial intelligence · Artificial general intelligenceWatch →Telegram, OpenAI, and the Market for Trust: Why Polished Numbers Can No Longer Be Taken at Face Value29% of the episode · Telegram · Apple · OpenAIWatch →Can All AI Content Be Labeled—and Who Is Responsible When a Model Changes Itself?32% of the episode · OpenAI · ChatGPT · Artificial intelligenceWatch →Rockets, Drones, and Electric Vehicles: The Future Runs Into Economics and the Cost of Failure20% of the episode · SpaceX · China · United StatesWatch →The Entire Tech Industry Talks About ChatGPT, Yet Outside the Bubble Surprisingly Few People Know What to Do With It28% of the episode · NVIDIA · Elon Musk · AppleWatch →
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