Vagelintel
Expert intelligence from podcast conversations
Search guests, companies, and topics from the header. Browse industry hubs for curated episodes with summaries and intelligent reports.
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Curated podcast intelligence for strategic research with Vagelintel — depth over directory scale.
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Listing blurbs and Intelligent Reports are drafted with AI from transcripts or captions. Verify anything important. More on About.
What Vagelintel includes
- Podcast research: Search guests and episodes, request feed indexing, and track notable interviews in the podcast research terminal.
- Weekly digest: Email round-up of new episodes; pick industries or get everything. Subscribe.
- Tracked guests: Editorial watchlist of notable interviews we monitor for new appearances. Confirmed subscribers see a "Tracked guests" block when there are recent hits; not filtered by your topic checkboxes.
- Intelligent Reports: Long-form AI briefings on select episodes (badge on listings). Read two full samples below; other episodes offer teasers or Pro access.
- Request a feed: Tell us an RSS URL to prioritize for ingest and reports (queue; we are wiring jobs). Request a podcast feed in research.
Strategic lenses
Leaders link to guest profiles when we have guest-tagged interviews; Themes open topic hubs; Organizations open entity search (expert entities index).
Counts are indexed guest interviews in our catalog — a curated slice, not every appearance online. Leader rows may also show a separate mentions in catalog count (title/summary references, not guest-tagged). podcast research terminal and Team can request podcast feeds, track your own guests, and use episode discovery to index more.
Leaders
Guest-tagged interviews we have indexed — depth grows via ingest and Pro feed requests.
- Elon Musk
7 guest episodes in catalog · latest: The Joe Rogan Experience · 2025-10-31. · 86 mentions in catalog
In catalog - Sam Altman
No guest-tagged episodes indexed yet — Research Pro feed requests can index guest interviews. · 103 mentions in catalog
Not indexed - Jensen Huang
1 guest episode in catalog · latest: The Joe Rogan Experience · 2025-12-03. Curated index only — Research Pro feed requests can index more guest interviews. · 24 mentions in catalog
1 episode - Alex Karp
8 appearances monitored · Palantir CEO Alex Karp on Tokenmaxxing & Taste. Tracked off-catalog — index shows via feed request (Research Pro) or episode discovery. · 12 mentions in catalog
Monitored - Dylan Patel
6 appearances monitored · Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints. Tracked off-catalog — index shows via feed request (Research Pro) or episode discovery. · 4 mentions in catalog
Monitored - Demis Hassabis
21 appearances monitored · Demis Hassabis, Google DeepMind and the Battle Over AI Safety. Tracked off-catalog — index shows via feed request (Research Pro) or episode discovery. · 10 mentions in catalog
Monitored - Palmer Luckey
1 guest episode in catalog · latest: The Joe Rogan Experience · 2025-10-16. Curated index only — Research Pro feed requests can index more guest interviews. · 1 mention in catalog
1 episode - Dario Amodei
18 appearances monitored · The Founders of Claude AI Tell Oprah About the Impact Artificial Intelligence Has on Your Life. Tracked off-catalog — index shows via feed request (Research Pro) or episode discovery. · 10 mentions in catalog
Monitored
Themes
Topic hubs and cross-silo discovery.
- AI & chips
559 episodes in topic hub
In catalog - Defense tech
99 episodes in topic hub
In catalog - Space & aerospace
Cross-topic mention search
Monitored
Organizations
Episodes tagged with a company in expert entities — opens entity search.
- SpaceX
70 episodes mention SpaceX in catalog
In catalogIntelligent Report - NVIDIA
104 episodes mention NVIDIA in catalog
In catalogIntelligent Report - OpenAI
206 episodes mention OpenAI in catalog
In catalogIntelligent Report - Palantir
19 episodes mention Palantir in catalog
In catalogIntelligent Report - Anthropic
188 episodes mention Anthropic in catalog
In catalogIntelligent Report - Tesla
18 episodes mention Tesla in catalog
In catalogIntelligent Report
Industries
Sample Intelligent Reports
Expand any sample below to read the full intelligent report (free). On other episodes, free accounts see teasers; Research Pro unlocks full intelligent reports. Want a new show indexed? Request a podcast feed →
Tech Brew Ride Home Published Jul 21, 2026
Intelligent Report▼
Intelligent Report
New Gemini
Tech Brew Ride Home
Jul 21, 2026
Report loads when you expand this section (one request).
Squawk on the Street Published Jul 21, 2026
Intelligent Report▼
Intelligent Report
11AM Hour: President Trump Meets with the President of Lebanon, Novartis CEO on Earnings & Alphabet's AI Lineup 7/21/26
Squawk on the Street
Jul 21, 2026
Report loads when you expand this section (one request).
Trending across industries
Latest across industries
Search catalog →Newest guest episodes from watched feeds, sorted by publish date (or ingest date when publish is missing). Intelligent Report carousel picks are excluded here.
Intelligent ReportBill Ackman
All-In with Chamath, Jason, Sacks & Friedberg
Bill Ackman breaks down his evolution from door-banging activist to long-term quality investor, his Berkshire-inspired Howard Hughes bet, and why Microsoft, Meta, and Amazon are undervalued in the AI era.
Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses
Jun 3, 202629:59agents
Intelligent ReportBrendan Foody
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Macaw co-CEO Brandon Foody busts myths about the company's hack and revenue, reveals spending more on AI tokens than employee salaries, and predicts at least one frontier lab hits $10 trillion.
20VC: Mercor CEO on Why Application Layer Companies Have No Defensibility, The Model is the Product | Token Spend Will Exceed Headcount Spend in 5 Years | The True Cost of Hiring AI Researchers in the Valley Today with Brendan Foody
Jun 1, 202675:23openaiinvesting
Intelligent ReportTech Whistleblower
The Diary Of A CEO with Steven Bartlett
Former Google insider Mo Gawdat warns that AI job disruption, autonomous weapons, and corrupt power structures are converging toward crisis—but believes superintelligent AI may ultimately save humanity by making war and oppression mathematically inefficient.
Tech Whistleblower: You Only Have 3 Years Left Before This Hits! - Mo Gawdat
Jun 1, 2026121:27aisocietyculture- Intelligent Report
Andrew Feldman
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Cerebras CEO Andrew Feldman breaks down why AI infrastructure demand is outpacing supply, why memory shortages will last years, and how 800 millionaires were made on IPO day.
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
May 26, 202661:38openaianthropicinvesting 
StandardSummaries onlyExploring Trends
The Jaeden Schafer Podcast
SpaceX commits $2.8B to gas turbines for xAI, Anthropic eyes its first profitable quarter, Hark raises $700M Series A, and Google locks new AI agents behind a $100/month paywall.
Exploring Trends: AI, SpaceX, and Politics
May 22, 202617:17anthropicagents
StandardSummaries onlyMarc Andreessen
The Joe Rogan Experience
Marc Andreessen joins Joe Rogan to break down Austin's teen crime spree, AI surveillance tech, California's radical wealth tax proposal, and why major cities are driving out the very people funding them.
#2501 - Marc Andreessen
May 19, 2026205:50ai- StandardSummaries only
Chamath Palihapitiya
The Joe Rogan Experience
Joe Rogan and Chamath Palihapitiya explore UAP disclosures, wealth inequality, AI's threat to white-collar jobs, government waste from decades of bad code, and why 'attention' has driven every major tech revolution.
#2494 - Chamath Palihapitiya
May 5, 2026171:24ai 
Intelligent ReportAi Goes Parabolic
The Knowledge Project
OpenAI co-founder Greg Brockman traces the lab's origin from a Napa offsite with no whiteboards to Sam Altman's firing, mass employee revolt, and why compute scarcity may be the defining constraint of the AI era.
Ai Goes Parabolic | OpenAI Co-Founder Greg Brockman
Apr 22, 202672:41openaisocietyculture- Intelligent Report
Greg Brockman
The Knowledge Project
OpenAI co-founder Greg Brockman traces the lab's origin from a Napa offsite with no whiteboards to Sam Altman's firing, mass employee revolt, and why compute scarcity may be the defining constraint of the AI era.
Greg Brockman: Inside the 72 Hours That Almost Killed OpenAI
Apr 22, 202672:41openaisocietyculture 
StandardSummaries onlyMichael Adeniya
SemiWiki.com
Mike Adeneya reveals how Microelectronics US is bringing a free, startup-championing semiconductor event to Austin's underserved Silicon Hills ecosystem, uniting chip, photonics, and embedded worlds under one roof.
Podcast EP341: Details of the Upcoming Microelectronics US Event with Michael Adeniya
Apr 15, 202612:41- StandardSummaries only
Abhinav Kothiala
SemiWiki.com
Synopsys IP expert Abhinav Khotalya breaks down why AI clusters demand lossless, deterministic networking and how emerging open standards UALink and ESUN are reshaping scale-up fabric design.
Podcast EP337: The Importance of Network Communications to Enable AI Workloads with Abhinav Kothiala
Mar 27, 202612:21ai - Intelligent Report
Connor Teskey
The Knowledge Project
Brookfield's Connor Teskey breaks down how a trillion-dollar firm thinks about de-risking deals, building culture, deploying AI across 500 companies, and why liquidity is always undervalued until you desperately need it.
Brookfield CEO: AI Bubble, Opportunities, and Risk | Connor Teskey
Mar 17, 202685:27aisocietyculture - StandardSummaries only
Connor Teskey
The Knowledge Project
Connor Teskey is the CEO of Brookfield Asset Management, one of the world’s largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit. In this exclusive interview, his first as CEO, we explore his approach to capital allocation, isolating variables, and building a business designed for long-…
Top CEO: The 90% Rule, AI Infrastructure, and the Future of Investing | Connor Teskey
Mar 17, 202685:27aisocietyculture - StandardSummaries only
Connor Teskey
The Knowledge Project
Connor Teskey is the CEO of Brookfield Asset Management, one of the world’s largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit. In this exclusive interview, his first as CEO, we explore his approach to capital allocation, isolating variables, and building a business designed for long-…
Connor Teskey: The 90% Rule, AI Infrastructure, and the Future of Investing
Mar 17, 202685:27aisocietyculture - Intelligent Report
Meta Acquires Moltbook
The Jaeden Schafer Podcast
Meta acquires Multbook—the viral, security-riddled AI agent social network born from an OpenClaw name glitch—to bolster its Superintelligence Lab's agent-to-agent communication strategy.
Meta Acquires Moltbook: Facebook for AI Bots
Mar 10, 202610:02agents - StandardSummaries only
Ray Dalio
All-In with Chamath, Jason, Sacks & Friedberg
(0:00) Friedberg Introduces Ray Dalio (1:29) 5 Forces That Will Decide America's Future (7:26) Why Government Reform Is Nearly Impossible (11:19) Gold vs. Bitcoin (28:16) What Economists Got Wrong About Tariffs (41:11) Is America Heading Towards Collapse? Airwallex is a leading global payments and financial platform for modern businesses, offering trusted…
Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome
Mar 3, 202649:14ai 
Intelligent ReportRapid Recap
Masters of Scale
In this episode of Rapid Response, host Bob Safian and producer Alex Morris discuss the latest business trends and news, including geopolitical conflicts, AI-driven layoffs, media industry shifts, and the impact of billionaire ownership on journalism, while also exploring the concept of 'Generation Flux' and its rel…
Rapid Recap: Iran, Anthropic vs. Pentagon, Paramount’s win, and more
Mar 3, 202628:15anthropic- StandardSummaries only
Eran Zinman
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Understanding the strategic pivots and market dynamics in the SaaS industry, especially with the integration of AI, is crucial for B2B professionals to navigate investment decisions and anticipate future trends in enterprise software solutions.
20VC: Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Will Systems of Record Become Valueless Databases in an Agentic World | Will LLMs Own the Value in the Application Layer with Eran Zinman
Mar 2, 202669:55openaianthropicagentsinvesting - StandardSummaries only
Jack Altman Joins Benchmark
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
AGENDA: 03:55 Anthropic Security Product Wipes Billions Off Public Markets 11:17 Do Agents Turn SaaS Incumbents into Valueless Databases 22:07 Anthropic Secondary Sale Makes Hundreds Decamillionaires 23:20 Citrini Research Piece: Everything You Need To Know 26:04 Will DoorDash Be Replaced by Agents 34:22 Will "Ghost GDP" Soften Consumer Spending Power 42:…
20VC: Anthropic Wipes Billions Off Markets | Citrini Research: The Ultimate Breakdown: Agents, "Ghost GDP", Consumer Spend etc. | Figma Earnings Beat & Four Public Stocks to Buy | Jack Altman Joins Benchmark
Feb 26, 202680:09openaianthropicinvesting - Intelligent Report
Lucas Swisher
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
In this episode of 20VC, Harry Stebbings interviews Lucas Swisher from CO2 about the intricacies of venture capital, discussing the importance of market size, the dynamics of public vs. private investments, and the evolving landscape of AI and SaaS. They delve into the challenges of valuation, the role of mega funds…
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
Feb 23, 202666:43openaianthropicinvesting - StandardSummaries only
Sebastian Siemiatkowski
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Sebastian Siemiatkowski is the co-founder and CEO of Klarna, the global digital bank with over 114 million global active users and 3.4 million transactions per day. Seb is one of the leading public company CEOs pushing the boundaries of AI. AGENDA: 04:50 — The Real Threat to SaaS is The Switching Cost Coming Down 05:57 — What revenue multiple will softwar…
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
Feb 16, 202687:38agentsinvesting - StandardSummaries only
Bill Hagerstrand
SemiWiki.com
Daniel is joined by Bill Hagerstrand, director of Security Business at Marvell Technology where he manages the market-leading Marvell LiquidSecurity® HSM business. Bill has more than 20 years of experience in the semiconductor, AI/machine learning, and security markets. Bill explains what an HSM is, how it is configured and… Read More
Podcast EP316: An Introduction to Hardware Security Modules (HSMs) and Marvell’s Unique LiquidSecurity Offering with Bill Hagerstrand
Nov 5, 20259:20machine-learning - StandardSummaries only
Joelle Pineau
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Joelle Pineau is the Chief Scientist at Cohere, where she leads research on advancing large language models and practical AI systems. Before joining Cohere, she was VP of AI Research at Meta, where she founded and led Meta AI's Montreal lab. A professor at McGill University, Joelle is renowned for her pioneering work in reinforcement learning, robotics, a…
20VC: Cohere's Chief Scientist on Why Scaling Laws Will Continue | Whether You Can Buy Success in AI with Talent Acquisitions | The Future of Synthetic Data & What It Means for Models | Why AI Coding is Akin to Image Generation in 2015 with Joelle Pineau
Nov 3, 202557:34meta-llamaai-regulationinvesting 
StandardSummaries onlyGreg Isenberg
My First Million
Want in on the AI Gold Rush? Get the free AI Side Hustle Crash Course: https://clickhubspot.com/lkb Episode 755: Sam Parr ( https://x.com/theSamParr ) talks to Greg Isenberg ( https://x.com/gregisenberg ) about OpenAI’s new App Store and brainstorm app ideas to jump on. — Show Notes: (0:00) ChatGPT App Store launch (7:47) IDEA: My AI Tax Guy (10:26) IDEA:…
5 App Ideas for ChatGPT’s New App Store ft. Greg Isenberg
Oct 10, 202521:49openai
Intelligent ReportBen Gilbert
Acquired
Google invented the transformer, hired every AI pioneer, and still faces the ultimate innovator's dilemma — this is the untold story of how an AI company accidentally became a search company that forgot it was an AI company.
Google Part III: The AI Company
Oct 6, 2025243:47openaianthropicgoogle-aitransformersinvesting
StandardSummaries onlyMadison Reed
How I Built This with Guy Raz
Amy Errett had a successful career in finance and venture capital before taking a leap into an entirely new business: hair color. When her wife complained about the indignities of coloring her hair at home, Amy realized the sector was ripe for a makeover. At age 56, she dove into the minutiae of dyes and developers, launching her own formula in 2013, and …
Madison Reed: Amy Errett
Aug 18, 202578:07- StandardSummaries only
Kash Patel
The Joe Rogan Experience
Kash Patel is the Director of the FBI, appointed in February 2025. A former federal public defender, national security prosecutor, and senior official in both the Department of Justice and the Trump administration, he has held roles across the Intelligence Community, Department of Defense, and National Security Council.www.fbi.gov Learn more about your ad…
#2334 - Kash Patel
Jun 6, 2025123:15 - StandardSummaries only
Jeremie & Edouard Harris
The Joe Rogan Experience
Jeremie Harris is the CEO and Edouard Harris the CTO of Gladstone AI, a company dedicated to promoting the responsible development and adoption of artificial intelligence.https://superintelligence.gladstone.ai/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
#2311 - Jeremie & Edouard Harris
Apr 25, 2025172:55artificial-intelligence - StandardSummaries only
Bret Taylor
The Knowledge Project
What happens when one of the most legendary minds in tech delves deep into the real workings of modern AI? A 2-hour long masterclass that you don’t want to miss. Bret Taylor, current chairman of OpenAI, unpacks why AI is transforming software engineering forever, how founders can survive acquisition (he’s done it twice), and why the true bottlenecks in AI…
Bret Taylor: A Vision for AI’s Next Frontier
Apr 15, 2025128:14openaisocietyculture - StandardSummaries only
Jacques Vallée
The Joe Rogan Experience
Jacques Vallée is a venture capitalist, technologist, and prominent figure in the field of unidentified aerial phenomena. His new book is Forbidden Science 6: Scattered Castles, The Journals of Jacques Vallee 2010-2019.www.jacquesvallee.netThis episode is brought to you by Intuit TurboTax. Now this is taxes. Get an expert now at TurboTax.comThis video is …
#2288 - Jacques Vallée
Mar 12, 2025173:47 - StandardSummaries only
Marc Andreessen
The Joe Rogan Experience
Marc Andreessen is an entrepreneur, investor, and software engineer. He is co-creator of the world's first widely used internet browser, Mosaic, cofounder and general partner at the venture capital firm Andreessen Horowitz, and cohost of "The Ben & Marc Show" podcast.www.a16z.comhttps://pmarca.substack.com Learn more about your ad choices. Visit podcastch…
#2234 - Marc Andreessen
Nov 26, 2024192:26 - StandardSummaries only
Luis Elizondo
The Joe Rogan Experience
Luis "Lue" Elizondo is the former head of the Pentagon’s Advanced Aerospace Threat Identification Program (AATIP), which investigated UFOs, now referred to as Unidentified Anomalous Phenomena (UAP). A veteran of the U.S. Army, he has worked in counterintelligence and counterterrorism worldwide. His new book, "Imminent: Inside the Pentagon's Hunt for UFOs,…
#2194 - Luis Elizondo
Aug 23, 2024140:03 
StandardSummaries onlyElon Musk
Lex Fridman Podcast
Sam Altman is the CEO of OpenAI, the company behind GPT-4, ChatGPT, Sora, and many other state-of-the-art AI technologies. Please support this podcast by checking out our sponsors: – Cloaked: https://cloaked.com/lex and use code LexPod to get 25% off – Shopify: https://shopify.com/lex to get $1 per month trial – BetterHelp: https://betterhelp.com/lex to g…
#419 – Sam Altman: OpenAI, GPT-5, Sora, Board Saga, Elon Musk, Ilya, Power & AGI
Mar 18, 2024122:04openaisocietyculture- StandardSummaries only
Ben Gilbert
Acquired
It’s a(nother) new era for Nvidia.We thought we’d closed the Acquired book on Nvidia back in April 2022. The story was all wrapped up: Jensen & crew had set out on an amazing journey to accelerate the world’s computing workloads. Along the way they’d discovered a wondrous opportunity (machine learning powered social media feed recommendations). They forge…
Nvidia Part III: The Dawn of the AI Era (2022-2023)
Sep 6, 2023174:57machine-learninginvesting - StandardSummaries only
Ben Gilbert
Acquired
We sit down with legendary investor Howard Marks of Oaktree Capital and his son Andrew who, while less-well-known, is also an incredibly accomplished investor in a very different arena: early-stage VC. The purpose of the conversation was to discuss their joint work together on Howard’s all-time most popular memo, “Something of Value”, which made the then-…
Howard Marks & Andrew Marks: Something of Value
Aug 30, 202290:47investing - StandardSummaries only
Ben Gilbert
Acquired
We sit down with a16z General Partner Katherine Boyle to discuss investing in “American Dynamism”, why it’s so important and why now is the right time to pursue it. Katherine has a fascinating background, beginning her career as a reporter at The Washington Post before entering the VC world first at Founders Fund, then General Catalyst and now a16z. Her p…
American Dynamism (with Katherine Boyle)
Jun 6, 202278:23investing - StandardSummaries only
Ben Gilbert
Acquired
We sit down with the one & only Michael Mauboussin to dive deep into his incredible body of work: untangling skill and luck, measuring moats, persistence of returns in venture capital, decision making and — particularly timely — expectations investing and how to think about valuations in the current 2021 market environment. (!!) Michael's work is maybe ou…
Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More
Oct 5, 202185:01investing - StandardSummaries only
Ben Gilbert
Acquired
Alright, backstory's out of the way, and Acquired is rolling three hours deep on the venture firm that changed the game for everyone — a16z.VC marketing? Check."Founder-friendly?" Check.Platform services? Check.Huge valuations and massive fund sizes? Check and check.We dissect it all in glorious detail, right down to the famous office library (located nex…
Andreessen Horowitz Part II
Aug 10, 2021174:54anthropicinvesting - StandardSummaries only
Ben Gilbert
Acquired
We close out Season 8 with the most ambitious organization we've ever covered on Acquired: Ethereum, and it's celebrity wunderkind founder Vitalik Buterin. If you thought Mark Zuckerberg IPO-ing Facebook at $100B by age 27 was something, just wait until you hear the story of this high school junior creating $500B (!!) of market cap by the same age — and o…
Ethereum
Jul 6, 2021184:16investing
Featured intelligent reports
Read samples →Cross-industry episodes with intelligent reports — open an episode to browse or load the report on demand.
The Joe Rogan Experience
Joe Rogan and philosopher Nick Bostrom explore how AI, life extension, and the end of work could force humanity to completely reinvent education, purpose, and what it even means to be human.
#2525 - Nick BostromJul 14, 2026
All-In with Chamath, Jason, Sacks & Friedberg
Google Ventures founder Bill Maris returns with a new fund, sharing four hard-won lessons on why small funds beat large ones, the math behind venture returns, and where AI is truly headed.
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari StageJun 9, 2026
All-In with Chamath, Jason, Sacks & Friedberg
Palo Alto CEO Nikesh Arora reveals AI found 5-7 years of code vulnerabilities in 6 weeks, declares analytical SaaS dead, warns 89% of breaches still come from stolen passwords, and explains why the real AI profit pools are in applications.
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T companyJun 8, 2026
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Nebius co-founder Roman Chernin breaks down the AI infrastructure race, why consolidation is his biggest threat, and how a diversified customer stack beats raw capacity every time.
20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It & more with Roman CherninJun 8, 2026
All-In with Chamath, Jason, Sacks & Friedberg
Third Point's Dan Loeb traces his path from anonymous chat board troll to $30B hedge fund manager, covering short selling, AI, criminal justice reform, and his role in securing Ross Ulbricht's pardon.
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackJun 5, 2026
All-In with Chamath, Jason, Sacks & Friedberg
CO2's Thomas Laffont breaks down the unicorn economy: AI dominates fundraising, a 'Magnificent Eight' private index nears $4T, SpaceX/Anthropic IPOs could dwarf a decade of exits, and the power law is concentrating gains faster than ever.
Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X ParadoxJun 4, 2026