April 3, 2026
Experts debate the mega IPOs of SpaceX, OpenAI & Anthropic, weighing narrative vs. fundamentals, and discuss AI investment & security trends.
April 2, 2026
Inside SpaceX's $1.75T IPO valuation, Blackstone's resilience to software credit panic, and the theory of prediction markets causing a crypto crash.
April 1, 2026
This episode covers Oracle's AI-driven layoffs, Amazon's unique chatbot ad strategy, Anthropic's Claude code leak, and a profile of DeepMind's Demis Hassabis.
March 31, 2026
WHOOP hits a $10.1B valuation on an $800M run rate. Also: Apple's App Store crackdown, NVIDIA's $2B ecosystem play, and SpaceX IPO risks.
March 30, 2026
Crypto's downturn persists amid regulatory hurdles, a SpaceX IPO halo boosts space stocks, and AI adoption in regulated sectors faces challenges.
March 27, 2026
Tech giants cut costs while betting on AI, Tencent races with OpenClaw, VCs chase AI deals, and a former Tesla exec reveals the 'Automate Last' rule.
March 26, 2026
Meta & YouTube ruled liable for addiction, OpenAI shutters Sora, and Anthropic's Claude chases OpenClaw in a rapidly shifting AI landscape.
March 25, 2026
SpaceX IPO targets $75B+, OpenAI pivots from Sora to focus on robotics & a new model, and Arm launches its own CPU, competing with customers.
March 24, 2026
Cisco's plan for rogue AI agents, AWS's internal AI push after staff cuts, a sluggish M&A market, and AI coders adopting team personas.
March 23, 2026
OpenAI's strategy shift rattles partners, Nvidia tackles the memory crunch, and Anduril scales up manufacturing for the defense tech race.
March 20, 2026
This week: NVIDIA's AI agents boost robotics, Amazon acquires a delivery robot startup, the White House unveils AI policy, and Xbox gets new leadership.
March 19, 2026
This week: Meta's rogue AI security breach, Canva's IPO strategy, the SaaS debt crunch, and the future of AI agents and infrastructure.
March 18, 2026
Apple blocks Vibe Coding apps, Anthropic pitches PE firms, Gecko Robotics inks a Navy deal, and Coinbase targets crypto payments for AI.
March 17, 2026
Nvidia projects $1T revenue & launches a Grok chip. OpenAI inks a Pentagon deal via AWS. Asana rolls out AI agents to fight the SaaSpocalypse.
March 16, 2026
Nvidia's GTC previews new AI chips. China leverages super apps for an AI edge. SaaS filings reveal AI threats. Firms 'hack' data center builds.
March 13, 2026
Musk's $109B legal threat to OpenAI, xAI's rebuild amid high turnover, Meta's Gemini talks, and a cautious outlook on the AI-led IPO market.
March 12, 2026
VC Josh Wolfe warns of tech sector risks, Atlassian cuts 10% for AI, Microsoft eyes a Texas data center, and Gemini plans a turnaround.
March 11, 2026
Nvidia's $2B Nebius deal, Oracle's AI-fueled comeback, and OpenAI's strategic shifts with Sora and commerce signal major AI market moves.
March 10, 2026
The AI race intensifies with Nvidia's TML deal, Meta & OpenAI's acquisitions, Microsoft's aggressive bundling, and Tencent's WeChat agent.
March 9, 2026
Anthropic sues the Pentagon, OpenAI faces IPO investor skepticism, and new chip developments from Nvidia, Groq, and Google signal market shifts.
March 6, 2026
This week: Anthropic's DoD battle, Robinhood's new venture fund, China's memory chip crunch, and 23andMe's nonprofit revival.
March 5, 2026
OpenAI pivots its commerce & ad strategy, Broadcom's AI chip revenue soars, Starlink courts wary European telcos, and VCs target defense tech.
March 4, 2026
OpenAI challenges GitHub, China's developers embrace the "OpenClaw" craze, and the AI chip war intensifies as the industry diversifies.
March 3, 2026
AI giants face off with the Pentagon, Amazon targets chatbot ads, MongoDB's stock sinks, and VCs bet big on AI accounting and crypto.
March 2, 2026
Anthropic sues the Pentagon, Apple leans on Google for AI cloud support, and the AI boom supercharges the nation's power grid.
February 27, 2026
Block's massive layoff is driven by bloat, not just AI. OpenAI's $110B round with Amazon heats up the cloud wars. Plus, Netflix & Anthropic.
February 26, 2026
Amazon's conditional $50B OpenAI bet, Nvidia's paradoxical stock drop, big tech's AI-fueled debt, and VC pivots to defense and robotics.
February 25, 2026
This episode explores PayPal's acquisition potential by Stripe, the pivot in AI shopping, audio AI's language barrier, and AI ad monetization.
February 24, 2026
Meta's 6GW AMD deal, Notion's AI agents, Anthropic's safety tests & Bradley Tusk on the regulatory challenges facing tech, from AI to crypto.
February 23, 2026
Starlink challenges telecoms, OpenAI faces compute hurdles, analysts preview Nvidia's earnings, and Otter AI builds its enterprise knowledge moat.
February 20, 2026
OpenAI's hardware push, the undervalued software market, social media stock pressures, and Silicon Valley's longevity obsession. A deep dive.
February 19, 2026
OpenAI's $100B funding round signals massive AI capital needs, the consumer IPO market revives, and AMD adopts NVIDIA's debt playbook.
February 18, 2026
Inside Anthropic's massive revenue share, Meta & Nvidia's new partnership, $10M data center salaries, and the rise of 'continual learning' AI.
February 17, 2026
OpenAI hires OpenClaw's founder, Yahoo launches AI search 'Scout', Pinterest faces a turnaround, and Anduril eyes a $60B+ valuation.
February 13, 2026
This episode explores Elon Musk’s ego-driven tech bets, the CEO of ARENA on ranking AI models, Groq’s $7.6B payout, and Blue Owl’s financing.
February 12, 2026
AI fears roil tech stocks as the agent dashboard race heats up. Plus: analyzing the SpaceX-xAI deal & the new frontier of orbital data centers.
February 11, 2026
xAI loses co-founders, ServiceNow's stock is a buy, AI's labor impact is unprecedented, and wealth management faces disruption. Key insights.
February 10, 2026
OpenAI launches ads amid tax challenges, AWS builds a publisher content market, software stocks favor tech-savvy CEOs, and OpenClaw agents learn.
February 4, 2026
Uber's new CFO on AVs, the US-China chip war stalemate, a potential Amazon-OpenAI mega-deal, and why AI is rattling software stocks.
February 2, 2026
Inside Amazon's AI reorg, SpaceX's ambitious 1M satellite plan, Oracle's $50B data center bet, and the OpenClaw AI agent craze.
January 28, 2026
Amazon cuts 16k jobs & shuts Fresh stores amid intense AI race. Microsoft eyes Anthropic's Co-work. Big Tech earnings loom & SPACs are back.
January 23, 2026
Intel slumps despite AI demand, Capital One buys Brex for $5B, BitGo IPOs, and OpenAI's President makes big political donations.
January 22, 2026
Apple develops an AI pin, OpenAI reorganizes for an ad push, TikTok faces creator burnout, and General Fusion announces a $1B SPAC deal.
January 21, 2026
Netflix targets Warner Bros. to battle YouTube, ex-OpenAI sales head on AI selling, the rise of 'context graphs,' and data center inflation.
January 20, 2026
Amazon CEO Andy Jassy on AI strategy, MongoDB's new CEO's plan, and exclusive reporting on Google Gemini's booming developer traction.
January 16, 2026
2026 IPO outlook: caution on consumer tech. Silicon Valley seeks 'cracked' engineers. AI and wearables are set to disrupt healthcare.
January 15, 2026
TITV covers TSMC's AI-driven surge, the OpenAI/Thinking Machines talent war, Zuckerberg’s AI bets, ByteDance's undervaluation & ServiceNow's hiring.
January 14, 2026
Airbnb CEO Brian Chesky on AI-driven growth, Microsoft's $500M+ Anthropic deal, the rise of AI inference providers, and a new tech bank.
January 13, 2026
China restricts Nvidia chips, Meta bets big on compute, Apple partners with Google for Siri, and Google buys a power company to fuel its AI boom.
January 12, 2026
Apple picks Gemini for Siri, Meta hires a political insider, and a deep-dive into the humans powering AI dashcams and Google's shopping tools.
January 9, 2026
DeepSeek's new coding model challenges OpenAI, Strava files for IPO, and Silicon Valley chases biological age. Plus: AI agents & GLP-1 pills.
January 8, 2026
OpenAI faces a jury trial with Musk, sets a $50B stock pool, navigates e-comm hurdles, and launches controversial new health features.
January 7, 2026
China halts Nvidia's H200, Discord eyes an IPO, and experts discuss the real-world challenges and ROI of enterprise AI adoption.
January 6, 2026
Nvidia's new Rubin chips mandate a full system upgrade. Amazon's internal AI models struggle. The energy sector booms to power the AI race.
January 5, 2026
NVIDIA's simulation struggles, enterprise AI's pricing shift, the rise of niche creators, and OpenAI's global monetization challenge.
December 31, 2025
Uber eyes SpotHero, xAI plans a third data center, Nvidia targets photonics M&A, and Oracle may pioneer chip-backed financing for cloud growth.
December 30, 2025
Meta buys Manus for $2B. We recap 2025 AI trends, talk neoclouds & OpenAI. Plus, 2026 predictions for Apple's AI comeback & Elon Musk's focus.
December 29, 2025
Nvidia's $20B Groq deal aims to conquer AI inference, Waymo seeks a $100B valuation, and prediction markets face a regulatory showdown.
December 24, 2025
OpenAI targets a $100B valuation with a new ad business, while backlash against XAI's data centers hints at a future in space.
December 23, 2025
ServiceNow's $7.75B cyber deal, Nvidia's cloud pivot, a rocky IPO market, and the strategy behind SpaceX's potential 2026 public offering.
December 22, 2025
Nadella's hands-on AI push at Microsoft, Cursor acquires Graphite, AWS M&A strategy, robot regulation, and Ford's surprising EV pivot.
December 18, 2025
OpenAI's $750B valuation, Robinhood's AI trading, Lyft's growth strategy, and the media's shift to a 'post-news' era.
December 17, 2025
Exclusives: OpenAI in talks for a $10B+ Amazon investment, and Waymo seeks a $100B+ valuation. Plus, the dilemma of mega-IPOs.
December 16, 2025
Databricks hits a $134B valuation, a small bank rattles stablecoins, AI agents are set to converge, and alien hunters eye NVIDIA's CEO.
