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Curated Reports
Locked
53 min
The Circuit

Breaking the Memory Wall: Micron’s Strategy for the AI Era

Micron argues AI is creating a durable memory and storage boom beyond the usual chip cycle.

AI infrastructurememoryMicroninference
May 5, 20264 ch5 takeaways
Locked
43 min
NothingButTech

Sam Altman's Vision For the Future!

Sam Altman outlines a future where AI becomes a personalized creative partner, a scientific discovery engine, and a new computing platform.

AIChatGPTOpenAIagents
May 1, 20263 ch4 takeaways
Locked
1h 21m
All-In Podcast

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

AI execution, infrastructure bottlenecks, legal risk, and biotech hype dominate a wide-ranging All-In episode

OpenAIAI infrastructurehyperscalersGoogle
May 1, 20265 ch5 takeaways
Locked
2h 17m
Peter H. Diamandis

Google Invests $40B Into Anthropic, GPT 5.5 Drops, and Google Cloud Dominates | EP #252

A fast-moving tour of frontier AI releases, cloud-scale compute battles, and the rising pressure on privacy, jobs, and healthcare

AIOpenAIGoogleAnthropic
Apr 30, 20268 ch6 takeaways
Locked
1h 41m
The Diary Of A CEO

Stock Expert: Becoming Rich Is Simple, But You Won’t Do It!

A behavior-first guide to wealth: earn more, invest simply, and avoid costly mistakes

investingpersonal financeindex fundsbehavioral finance
Apr 30, 20266 ch7 takeaways
Locked
41 min
Y Combinator

Demis Hassabis: Agents, AGI & The Next Big Scientific Breakthrough

Demis Hassabis argues that AGI is close, but still missing a few crucial capabilities, while AI’s biggest near-term impact may be scientific discovery.

AGIagentsmemorymultimodal AI
Apr 29, 20262 ch4 takeaways
Locked
54 min
Matthew Berman

Google Cloud CEO: Anthropic, TPUs, Mythos, NVIDIA and more

Google Cloud’s AI stack bets on TPUs, inference demand, and full-stack co-design

AI infrastructureGoogle CloudTPUsNVIDIA
Apr 24, 20264 ch5 takeaways
Locked
1h 31m
All-In Podcast

SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

All-In covers AI dealmaking, SaaS fragility, Apple succession, nonprofit misconduct allegations, and a public-health science corner.

AISpaceXCursorSaaS
Apr 24, 20265 ch5 takeaways
Locked
46 min
Invest Like The Best

The Supply and Demand of AI Tokens | Dylan Patel Interview

AI tokens are becoming a strategic bottleneck, reshaping software, infrastructure, and even public debate

AI token demandfrontier modelscompute scarcitysemiconductors
Apr 23, 20263 ch6 takeaways
Locked
2h 34m
Peter H. Diamandis

Elon's $60B Cursor Bet, Claude kills SaaS, and OpenAI's Mass Departures | EP #249

Frontier AI is moving from software features to platform power, with major implications for jobs, startups, and infrastructure

AIfrontier modelsOpenAIAnthropic
Apr 23, 202611 ch7 takeaways
Locked
1h 38m
Invest Like The Best

GLP-1s, Peptides, and The Trillion-Dollar Health Revolution

A sweeping case that GLP-1s may be the first proof point of a much broader health and longevity revolution

GLP-1preventive medicinelongevityhealth stack
Apr 21, 20267 ch7 takeaways
Locked
2h 11m
Peter H. Diamandis

Sam Altman’s Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248

AI progress, social backlash, and the next wave of human-machine transformation

AIClaudeAnthropicStanford AI Index
Apr 18, 20269 ch5 takeaways
Locked
49 min
Y Combinator

The GPT Moment for Robotics Is Here

Robotics is nearing a foundation-model inflection point, with cloud-controlled systems, cross-embodiment learning, and real warehouse deployments suggesting the field is moving from demos to scalable products.

roboticsembodied AIfoundation modelswarehouse automation
Apr 16, 20263 ch5 takeaways
Locked
2h 11m
Peter H. Diamandis

Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI’s $852B Valuation | EP #247

A wide-ranging AI megatrends episode on frontier lab power struggles, job displacement, energy abundance, biotech acceleration, robotics, quantum risk, and the next wave of scientific breakthroughs.

AIOpenAIAnthropicxAI
Apr 14, 20269 ch7 takeaways
Locked
1h 10m
Stripe

The history and future of AI at Google, with Sundar Pichai

Sundar Pichai outlines how Google built its AI stack, why Search is evolving rather than being replaced, and where compute, capital, and internal adoption become the real bottlenecks.

AIGoogleSearchGemini
Apr 7, 20265 ch4 takeaways
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