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.
The Final Melt-Up of a 43 Year Bull Market Continues with David Hunter
David Hunter argues the late-cycle melt-up is still alive, but says it is setting up a major reversal.
Anthropic Partners With SpaceX AI, Leopold's $5.5B Bet, and the Singularity Economy | EP #255
A sweeping conversation on AI’s demand surge, compute bottlenecks, agent interfaces, and the singularity economy
Aswath Damodaran: The AI Boom Is Headed For A Reckoning
A skeptical look at AI’s valuation, durability, and macro spillovers
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
A wide-ranging All-In episode linking geopolitics, enterprise AI disruption, platform wars, and climate risk
Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao
Anthropic’s CFO on compute, scaling, and the organizational impact of frontier AI
The Golden Age Thesis | Marc Andreessen on MTS
Marc Andreessen argues AI is ushering in a golden age, with big implications for work, culture, and public trust.
Tokenmaxxing: How Top Builders Use AI To Do The Work Of 400 Engineers
How builders are using AI as a leverage layer to ship faster, think deeper, and own more of their workflow
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
All-In debates Elon’s AI infrastructure play, Anthropic’s rise, AI regulation fears, and whether the AI boom is already showing up in the economy