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
Forget S&P, Bitcoin & AI, here’s where Mohnish Pabrai is putting his money in 2026
Mohnish Pabrai lays out a disciplined philosophy built on patience, simple mental models, and selective conviction
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
A wide-ranging AI, policy, and macro debate tying together Anthropic, SpaceX, Nvidia, and U.S.-China tech competition
Andrej Karpathy Joins Anthropic | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1
A wide-ranging AI and software market conversation spanning Anthropic, token economics, AI infrastructure, software disruption, and SpaceX’s rumored IPO
Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256
Google’s AI comeback, frontier lab competition, and the infrastructure race behind the next wave of AI
Jamie Dimon Says JPMorgan Will Hire More for AI, Fewer Bankers
Jamie Dimon warns on rates and credit while recasting banking around AI
Jane Street on GPUs, Trading, and Hiring: A Conversation with Dwarkesh
Jane Street explains how trading speed, GPU scale, and talent constraints shape its AI strategy
Gavin Baker on Orbital Compute, TSMC, and Frontier Models
A wide-ranging case for AI’s accelerating compute demand, looming infrastructure bottlenecks, and the long-term winners across chips, cloud, and frontier models.