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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
$ANTHROPICBearish
“In October of last year, I tweeted that Anthropic is running a sophisticated regulatory capture strategy based on fear mongering. And everyone kind of went crazy over this. This was again like a very hot take or spicy...”
David
All-In with Chamath, Jason, Sacks & FriedbergJul 18
$ANTHROPICBullish
“Look. I I honestly think it's a kind of a win win for them. Like, it's really if you game out what's gonna happen with Anthropic, Fable comes back, it's gonna be a huge flood towards Fable. It's kind of like, you know,...”
Amjad
The a16z ShowJul 17
$OPENAIBullish
“I am a researcher here at OpenAI. I have looked, been looking at mostly data problems for the last few years here. Everything from data sources, data quality, data pipelines, data efficiency. And one of these data...”
Joyce
OpenAI PodcastJul 16
$BTCBearish
“We're short Bitcoin and Ethereum. The crypto markets aren't trading that well, or at least these two, I'm really not.”
Moritz
Monetary Matters with Jack FarleyJul 16
$GOOGLBullish
“We also have compute, as we have announced, from AWS, ION, Google. So we have compute from all of the hyperscalers effectively.”
Sachin
The MAD Podcast with Matt TurckJul 16
$INFRABullish
“Second big area is infrastructure, you know, and energy. You know, we wanna help this amazing infrastructure boom that's happening.”
David
The a16z ShowJul 16
$SPACEXBearish
“On June 10, I said this. Here is my prediction for what will happen tomorrow. As soon as it hits the market, SpaceX stock will immediately explode 25. However, my other prediction is that within six months, probably...”
Ed
Prof G MarketsJul 16
$ETHBullish
“I think that Ethereum is actually a great expression for the trade right now, because of what's happening with Robinhood chain and our return and all that using Ethereum security as the bottom line.”
Avi
1000XJul 15
$WAYMOBearish
“we know that, like, Waymo had a trial here in New York State, and then New York put a pause on it.”
Joe
Odd LotsJul 15
$SPONSORDEBTBearish
“What you don't want is the moral hazard, which you're seeing in some parts of the global private credit market at the moment, especially with the exposure to sponsor backed direct lending for software companies, where...”
Frank
Capital Allocators – Inside the Institutional Investment IndustryJul 16
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