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A fast read on what podcasts are saying — the names moving, where opinion sided, and the moments worth hearing.
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Active this week
Most-discussed names across public episodes in the last 7 days.
What was said
$OPENAIBearish
“Over the course of three months at OpenAI, three consecutive secret AI societies got started, then got wiped out only to reemerge from their predecessor's ashes. This culminated in the third one taking over part of...”
Dwarkesh
Dwarkesh PodcastAug 31
$INFRABullish
“things that are usage based, certainly in the short term, you can see a pretty quick spike. I think the long term is still more under question, but I think I think infra, there's a higher chance of beating than there is...”
Jeff
Monetary Matters with Jack FarleyAug 31
$DATABRICKSBullish
“You've seen companies like Databricks, one of the most incredible companies on the planet in my opinion, looking at I have more and more data coming in, I don't necessarily know where it is and help you catalog the data...”
Gonen
No Priors: Artificial Intelligence | Technology | StartupsAug 27
$HGBullish
“copper in particular, has scarcity. It's the projected demand from the energy transition from renewables, but also data center build out with AI and the increased productivity that we're going to see with everyone using...”
Jim
Monetary Matters with Jack FarleyAug 26
$OPENAIBearish
“There have been some cracks in the AI armor. And this was, again, back to the conversation I had with Jack, this was like a big part of it, was that we are big time AI believers. We talked about Caliban. We've talked...”
Warren
Monetary Matters with Jack FarleyAug 26
$METABullish
“Meta who is effectively hoarding compute, them and SpaceX are plausibly the like number three. And the only plausible number three is because they're hoarding all this compute. They're using their balance sheets and...”
Dylan
Dwarkesh PodcastAug 25
$AMDBullish
“I think AMD is actually somewhat popular amongst some large buyers. I think publicly Meta and OpenAI have bought a ton of AMD chips.”
Neil
Invest Like the Best with Patrick O'ShaughnessyAug 25
$INFRABullish
“it justifies spending trillions of dollars on infrastructure because you can say that that's not a wild bet. There's a line here that's held a long time. So if we do 10 times, we build a trillion dollar data center, we...”
Chris
Goldman Sachs ExchangesAug 24
$TLTBearish
“Entitlements plus interest plus veterans benefits are right now through fiscal third quarter, 105% of receipts. Receipts are near all time highs.”
Luke
Monetary Matters with Jack FarleyAug 20
$PRIVATECREDITBearish
“I don't think all of retail is coming back. You know, they've they've just let they've made a bad impression upon a lot of retail folks and it's been very sensationalized. So that's in some trouble.”
Harry
Monetary Matters with Jack FarleyAug 24
Latest
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