TechAll-In Podcast
This episode covers Anthropic's potential $2 trillion IPO and the extraordinary growth of the AI market, alongside a deep dive into the practicalities and politics of AI infrastructure and energy demands. The hosts and…
- New Jersey and New York City are suing Amazon over its Delivery Service Partner (DSP) model, alleging the company is 'cheating' by externalizing labor costs and liabilities. Read →
- Anthropic is reportedly targeting a $2 trillion IPO, a valuation that would shatter SpaceX's $1.75 trillion record, fueled by its aggressive revenue growth. Read →
- Elon Musk's XAI is challenging the OpenAI and Anthropic duopoly in frontier AI models with Grock 4.6, offering "disruptive pricing" while maintaining high quality. Read →
TechAll-In Podcast
This episode delves into the recent socialist victories in New York City primaries, examining the radical platforms of DSA candidates and their growing influence on the Democratic Party. It also explores China's rapid p…
- Micron’s revenue exploded by 4x year-over-year, jumping from $9 billion to $42 billion, signaling High Bandwidth Memory (HBM) as the new gold standard for AI infrastructure. Read →
- New York City saw a "socialist sweep" in recent Democratic primaries, with Mayor Mandami-backed candidates winning key races. Read →
BusinessTBPN
Gavin Baker joins John Coogan and Jordi Hays to discuss the SpaceX IPO, identifying terrestrial compute and cursor as key near-term drivers. The conversation extends to Meta's AI strategy, the role of retail investors,…
- Social media accounts are currently driving "a thousand percent" surges in the stock prices of small-cap AI companies, particularly those under $2 billion. Read →
- Frontier AI development is consolidating; most countries, outside the US and China, won't reach the cutting edge independently. Gavin Baker explains this will drive a distinct "so… Read →
- Gavin Baker asserts SpaceX is already one of the most iconic companies, with a real chance to become the most important company of all time. Read →
BusinessTBPN
This episode covers diverse discussions, from a recap of the UFC Freedom 250 event at the White House with fighter Bo Nickal to the US government's new export controls impacting Anthropic's AI models. Guests Gavin Baker…
- The US Commerce Department recently banned foreign nationals from using Anthropic’s frontier AI models, Fable 5 and Mythos, inside or outside the US. Read →
- Meta is doing a "180," moving from a period of unchecked AI token consumption to a budgeted, efficiency-focused "min-maxing" approach for its billions in AI spending, as revealed… Read →
- SpaceX's near-term valuation isn't solely about rockets or space colonization but the monetization of its terrestrial compute capacity, primarily through Starlink. Read →
TechAll-In Podcast
This episode delves into the growing significance of private secondary markets, discussing how they are transforming company exits and competing with traditional IPOs. Speakers debate the merits of companies staying pri…
- While many founders see staying private as a path to greater freedom, Gavin Baker argues this perception is flawed, claiming it can lead to harmful CEO isolation. Read →
- Target the inflection point: Brad Gersonner points to a tricky, yet lucrative, sweet spot in private markets: companies between $3 billion and $50 billion in valuation. These are… Read →
- Current tech valuations are “pretty fully valued” after recent parabolic moves, according to Brad Gersonner, but this isn't a repeat of the 1999-2000 dot-com bubble. Read →
TechAll-In Podcast
The episode delves into several significant tech and economic topics, including the implications of Andrej Karpathy joining Anthropic to advance AI self-improvement, the public's growing skepticism towards AI, and the d…
- SpaceX just landed a $45 billion, 3-year contract with Anthropic for "Elon Web Services" (EWS), an AI compute buildout that now rivals Starlink's revenue scale. Read →
- Public backlash against AI is real, with people booing the technology at commencement speeches and expressing deep job displacement fears. Read →
- US Unilateralism is Risky: The conventional wisdom of the US winning the AI race solo is flipped; Chamath Palihapitiya argues that if the United States does not advance its AI tec… Read →