May 29, 2026
In this episode, we unpack bitcoin’s pullback toward $73K while AI-related capital formation and infrastructure investment continue to accelerate.
The discussion covers Anthropic’s latest raise, now at $965 billion post-money valuation, market commentary tied to Michael Burry’s recent predictions, and the growing...
May 22, 2026
In this episode, we break down reports that OpenAI generated approximately $5.7 billion in Q1 revenue while its rival, Anthropic, targets nearly $11 billion in Q2 revenue and potential cash flow profitability, perhaps signaling a shift to operational scale in generative AI.
The discussion also examines recent...
May 15, 2026
In this episode, we unpack Cerebras Systems' blockbuster IPO and how it may reignite momentum across the AI infrastructure trade. We also discuss the macro backdrop shaping risk assets, including speculation around the new Federal Reserve chair, hotter-than-expected inflation data, alongside resilient labor markets, and...
May 15, 2026
In this episode, we welcome back Kieren James-Lubin to explore the evolution of blockchain infrastructure from the earliest days of Ethereum to the emerging world of “HardFi”, programmable finance backed by real-world assets. The conversation also includes a special reveal from the team building the financial...
May 8, 2026
In this episode, we unpack whether today’s AI-driven market may resemble the dot-com bubble of 2000 or the early innings of a multi-decade technological supercycle. Further, we explore the rise in AI infrastructure demand, including Samsung surpassing a $1 trillion valuation as hyperscalers race to secure memory and...