The Memory Pioneer: Sanjay Mehrotra on SanDisk, Micron, and the AI Infrastructure Boom
Sanjay Mehrotra on memory, AI demand, and the personal values behind semiconductor leadership
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
A sweeping case for AI-driven market concentration, massive private-company winners, and a looming IPO wave
Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation
Uber’s CEO on rebuilding a crisis company, betting on AI and autonomy, and expanding into travel
Ray Kurzweil on Why We’re Living in the Singularity | EP #261
Ray Kurzweil maps the road from today’s AI boom to AGI, singularity, and a reorganized society
Bill Ackman: Here's What the Market is MISSING
Bill Ackman lays out a high-conviction case for durable businesses, AI-era disruption, and long-duration compounding
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
OpenAI’s CFO frames IPOs, rivalry, and infrastructure as part of a long-term scaling strategy
Full Episode: The AI Industrial Revolution
A wide-ranging conversation on how AI is reshaping software, hardware, regulation, and creative work
The New Rule for Picking AI Winners | The a16z Show
AI has moved from hype to scale, but the winners are still being sorted out
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
A wide-ranging AI roundtable on careers, governance, sovereignty, and whether AI is really driving job losses
What if It's Still Early? | TCAF 244
A bullish case that the AI capex cycle, earnings growth, and market breadth expansion are still in early innings
Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy
Dan Loeb outlines how AI, governance, and flexibility shape Third Point’s investment edge
The New Era of Jobs: Organizational Singularity | EP #258
A roadmap for rebuilding organizations around AI-native workflows, governance, and intelligence
Money Expert: This Wealth Setup Only Happens Once…And It JUST Happened Again! | Chris Camillo
Chris Camillo on AI-driven market shifts, concentrated conviction, and what money is really for
SpaceX’ $75B+ Historic IPO, GPT5.5 Outperforms Polymarket, AI Solves 80yr old math problem | EP #257
A high-velocity tour of space infrastructure, frontier AI, and the social systems being rewritten by both
Why Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow
A blunt playbook for building elite sales teams, managing performance, and staying disciplined through hypergrowth