Cheeky Pint

Episodes

Ramp founder Eric Glyman on the many ways AI is changing corporate spending

February 17, 2026

Ramp CEO Eric Glyman explains how AI is revolutionizing corporate spend by automating finance, shifting competitive moats toward data, and more.

Ads as a societal good, the looming chip shortage, and the future of media, with Ben Thompson

February 12, 2026

Stratechery's Ben Thompson on why ads are a societal good, AI's effect on aggregation, and the looming TSMC-driven chip shortage.

Elon Musk on Space GPUs, AI, Optimus, and his manufacturing method

February 5, 2026

Elon Musk on building space-based AI to bypass Earth's power grid, creating "TeraFabs" for chips, and deploying Optimus robots to scale manufacturing.

Julia DeWahl of Antares on building nuclear reactors for the US military

November 25, 2025

Antares is building car-sized nuclear reactors for the military, capitalizing on a newly favorable regulatory landscape to solve off-grid energy needs.

Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom

November 18, 2025

Microsoft CEO Satya Nadella on AI's enterprise impact, agentic commerce, platform strategy, and the future of corporate knowledge.

Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma

November 11, 2025

Eli Lilly CEO Dave Ricks on GLP-1s, pharma R&D economics, AI in drug discovery, and upending healthcare with direct-to-consumer models.

Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)

November 4, 2025

Experts from Stripe's acquired firms Bridge and Privy reveal how stablecoins are revolutionizing global finance, payments, and infrastructure.

Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea

October 28, 2025

Terraform founder Casey Handmer on solar maximalism, synthetic fuels, Henry Kaiser's industrial legacy, and the need for ambitious US manufacturing.

Dan Sundheim of D1 Capital on the art of public market investing

October 22, 2025

D1 Capital's Dan Sundheim on fundamental investing, navigating market irrationality, the new rules of short-selling, and the case for AI's energy boom.

Tobi Lütke is still captivated by internet commerce, 20 years later

October 6, 2025

Shopify CEO Tobi Lütke on building enduring companies by focusing on problems, shaping culture with internal software, and the future of AI in commerce.

Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley

October 1, 2025

Marc Andreessen on tech cycles, Silicon Valley's unique risk culture, the AI revolution vs. past bubbles, and the unconventional "Elon method."