Research

“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 Podcast·Aug 31

Play 0:00

“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 Farley·Aug 31

Play 7:51

“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 | Startups·Aug 27

Play 25:45

“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 Farley·Aug 26

Play 4:00

“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 Farley·Aug 26

Play 29:16

“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 Podcast·Aug 25

Play 23:41

“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'Shaughnessy·Aug 25

Play 46:17

“I'm hopeful that a year from now, we see Jemin's paradox in practice as we have agents and products that do more of the mundane more effectively in all the domains of our lives. It should look like the transformation...”

Sarah

Invest Like the Best with Patrick O'Shaughnessy·Sep 1

Play 53:40

“Vistra was recently upgraded to investment grade. Constellation is investment grade. And even though some of the companies have stretched a little bit to do m and a, they have clear paths in the next twelve months to...”

Carly

Goldman Sachs Exchanges·Sep 1

Play 27:04

“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 Farley·Aug 24

Play 52:10