Weekly intelligence
Last updated Jul 3, 2026
One standout idea per recent episode first, selected for variety across shows.
“According to the information, Anthropic, quote, unquote, blindsided its then business partner with the launch of Claw Design. So this was a new vertical app that Anthropic launched to compete in the design category. And...”
“smart contracts are fucking scary. They are. People don't want to build like people like even incumbents that have are usually reticent to outsource things like Fidelity just insists building everything themselves. You...” — Myles
“So the net net on this is that this thing is just turning into an actively traded hedge fund for Bitcoin instruments. Mean, they could be buying equity, they could be selling equity, they could be issuing preferreds,...” — Matt
“When we think about fentanyl coming into The United States, it comes in via Mexico. So public safety, national security, how autonomous ships can help a vast Mexican coastline Mhmm. Are not only important to our ally...” — Anne
“Beef prices are at seventy year highs. So we still see our customers buying beef. However, I'll give you an example. Ground beef right now is relatively expensive by historical context. You can talk $5.99 or $6.99 a...” — Scott
“We did something pretty awesome today. The first ever AI chip powered by a nuclear reactor.” — Isaiah
“There's a lot of debate about there being some type of data flywheel. I think that's empirically just completely incorrect. So clearly, the amount of cars and the data you collect does not at all correlate to driving...” — Markus
“the most amazing fact about China now is that Shanghai is such an amazing city, no one wants to have kids, no one wants to have kids. So the national TFR rate in China, and this is the official data is one point zero....” — Dan
“Clearly, China is also the leader in terms of deploying renewable energy. I mean, it you know, what is it produces about 90% of the solar panels in the world. It has a dominant role in batteries and, of course, a...” — Daniel
“you know what it's really bad for? Bitcoin. And Yeah. This is actually why I am I went on Pump's podcast.” — Avi
Bullish & bearish calls across major public podcasts.
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Quote-led highlights selected from recent public episodes.
Episodes with fresh analysis, key entities, and trade-idea counts.
All-In with Chamath, Jason, Sacks & Friedberg
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