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Episodes
Singularity Going Operational — Anthropic + SpaceX, Leopold’s $5.5B Bet | Moonshots With Peter Diamandis
Design Over Discipline: Fixing Office Health — Modern Wisdom (Chris Williamson & Bob King)
Dogecoin, AI & the Hidden Market Risks — The Pomp Podcast
The current market rally masks significant underlying fragility characterized by extreme concentration in AI and semiconductors while consumer, software, and housing sectors face 52-week lows. This divergence signals a regime shift toward persistent inflation driven by energy constraints, industrial bottlenecks, and ri...
Doom Debates: Pants Down on AI—Liron Condenses 2+ Hour Live Stream (15 min)
The Power of Removal — Dhru Purohit Show with Allison Evans
Colbert, Xi, Murdaugh & More — The Megyn Kelly Show (Condensed)
UFC, Betting & Fame — Joe Rogan Experience (Condensed) with Brendan Schaub
Trump‑Xi, AI, and El Niño — Big Ideas in Minutes | All In Podcast (Condensed)
Was It Worth It? The Andre Smayv Story — Philion (Condensed)
Queens on the Line: Chuck Park’s Anti-AIPAC, Pro-Immigrant Challenge — Breaking Points
Who Really Stands for Workers? — Breaking Points (Condensed with Ro Khanna)
Power Plays & Accountability — PBD Podcast (Condensed)
AI Towns Go Up in Smoke — Breaking Points: What Emergence's Experiments Reveal
Trump Admits Iran Motive — Breaking Points: Escalation, Xi Summit & U.S. Decline
Empire, Media & War: Scott Horton's Take — The Joe Rogan Experience (Condensed)
Canceled, Rebuilt, Unapologetic — Tucker Carlson with Owen Benjamin
Faith, AI & Fraying Civic Threads — The Rubin Report (Condensed) — Bishop Robert Barron
5 Weird Muscle-Building Tricks to Smash Plateaus — Mind Pump Show
Sourcery: Why Coatue Follows the Gigawatt — AI, Semiconductors & Market Shifts
The rapid acceleration of artificial intelligence is dismantling traditional technology investment frameworks, shifting the focus from software metrics to physical constraints like power and hardware availability. Jaimin Rangwalla, CIO of Coatue's Public Markets, argues that the current cycle is defined by unprecedente...
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