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Episodes (213)
SpaceX Stock Crashed. Starship Flight 13 Didn't.
Jul 29, 2026
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Why Claude Opus 5 is Our Favorite AI Model (For Now)
Jul 28, 2026
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THIS WEEK IN AI: NVIDIA Dominates Google | America vs Open Source | Tesla Starlink V5
Jul 24, 2026
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A Prototype GPT-6 Broke Out of Confinement: Is AI Alignment Possible?
Jul 23, 2026
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Elon Will Handle the Energy Bottleneck Himself: Buys APR Energy for $1B
Jul 22, 2026
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AI Bubble Update: Kimi K3 Sends China into Chaos
Jul 21, 2026
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THIS WEEK IN AI: Kimi K3, OpenAI's Alexa, Grok Stealing Code, Thinking Machines
Jul 17, 2026
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Are Cheaper AI Models Better than Claude and ChatGPT?
Jul 16, 2026
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The Government Banned GPT-5.6. OpenAI Released it Anyways
Jul 15, 2026
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Apple v. OpenAI: Trade Secrets and Corporate Espionage
Jul 14, 2026
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THIS WEEK IN AI: Grok is Back, ChatGPT 5.6, Meta's New Models, China's Threats
Jul 10, 2026
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The Memory Trade: Samsung's Record Breaking Profit
Jul 9, 2026
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Understanding The Past Year in AI: 200th Episode Special!
Jul 8, 2026
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The Age of Inference: Etched Startup Proves the Next AI Hotspot
Jul 7, 2026
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THIS WEEK IN AI: Fable 5 Returns, OpenAI Might Nationalize, Meta Sells Compute
Jul 3, 2026
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The AI Energy Stack: The Actual Industry Winners
Jul 1, 2026
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GPT-5.6: OpenAI's New Model Cheated and Now It's Locked Away
Jun 30, 2026
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THIS WEEK IN AI: ChatGPT Built its Own Chip, Micron Soars, a24's $75m Google Deal
Jun 26, 2026
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The Quantum Computing Moment: The Last Tech Frontier
Jun 25, 2026
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The Point of No Return: GLM 5.2 Approaches the Frontier
Jun 23, 2026
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THIS WEEK IN AI: Tension at World AI Summit, Snapchat Glasses, Meta's Crisis
Jun 19, 2026
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The SpaceX Investment Thesis: Where We Are Now
Jun 18, 2026
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Updates From the #1 AI Investor: Leopold's NVIDIA & Anthropic Strategy
Jun 17, 2026
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The United States of Claude: Government Bans Fable 5
Jun 16, 2026
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THIS WEEK IN AI: SpaceX IPO TODAY, AI 1 Satellite, Claude Fable 5
Jun 12, 2026
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AI Loops: How the World's Best Engineers Use AI
Jun 11, 2026
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Claude Fable 5: The Most Impressive AI Model Ever
Jun 10, 2026
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Apple WWDC 2026: Finally Delivering on AI Promises
Jun 9, 2026
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THIS WEEK IN AI: Microsoft Build, NVIDIA at Computex, New Glenn Explosion
Jun 5, 2026
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Hijacking Instagram: Behind The Massive AI Exploit
Jun 4, 2026
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SpaceX, OpenAI, and Anthropic IPOs: AI's Reckoning
Jun 3, 2026
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Dell's Comeback is the Perfect AI Case Study
Jun 2, 2026
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THIS WEEK IN AI: Pope Approves Anthropic, Comparing AI Plans, Starcloud SpaceX Partnership
May 29, 2026
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How Gavin Baker Invests in AI, and Where the Bubble is Going Next
May 28, 2026
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Encouraging Athletes to Take Steroids: Bryan Johnson's Enhanced Games
May 26, 2026
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The Story of Cursor: The Fastest AI Company and Massive Comeback
May 25, 2026
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ROUNDUP: Anthropic Pays Elon $45B, SpaceX Files $1.75T IPO, Claude Mythos Hacks Apple
May 22, 2026
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Google I/O 2026: Their Next Big Thing Is Finally Here
May 20, 2026
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Leopold is Back: 13F Filings Reveal a New Bet
May 18, 2026
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THIS WEEK IN AI: Google's AI Laptop, Everyone Goes to China, Thinking Machines
May 14, 2026
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Memory Could Be the Last Great Investment of this AI Cycle
May 13, 2026
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Cerebras IPO: The Tech Breakthrough That Could Change Everything
May 12, 2026
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THIS WEEK IN AI: Anthropic SpaceXAI Deal | Elon vs OpenAI Trial
May 8, 2026
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Making Sense of the AI Cycle: Where are We Now?
May 7, 2026
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The OpenAI Phone is Coming... With an AI Operating System
May 6, 2026
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Everyone Needs to Use OpenAI Codex... Until Claude Mythos Comes Out
May 5, 2026
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THIS WEEK IN AI: Massive Quarterly Earnings, Anthropic's Project Deal, Cursor SDK
May 1, 2026
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The Trial Begins: Elon vs Sam Altman
Apr 30, 2026
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China Blocks $2B Meta's Acquisition of Manus. It's Getting Real
Apr 28, 2026
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Owning the Future: USVC Explained with Ankur Nagpal
Apr 27, 2026
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