
Episodes
23 episodes
Why AI Model Distillation Is the New Competitive Moat
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Why SoftBanks 75 Billion Euro French Data Center Bet Changes AI Infrastructure
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Inside the GitHub Copilot Token Pricing Backlash
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Why AI Coders Are Refusing to Work Without AI
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How AI Chip Startups Are Disrupting Nvidia's Dominance
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Why Enterprise AI Adoption Is Hitting a Cost Wall in 2026
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Why Anthropic's 65 Billion Raise Changes AI Investing
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Why Micron Just Jumped 27 Percent in a Week
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Why Memory Is the New Bottleneck in AI Chips
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Why AI Model Pricing Is Crashing the Market
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The OpenRouter Story Why AI Model Pricing Is Collapsing
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Why ASML Is the Most Important Company in AI
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Why AI Inference Costs Are Becoming a Business Problem
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How Super Micro Computer Came Roaring Back
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Why Qualcomm Just Jumped 17 Percent in a Week
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Why AMD Is Suddenly the Smartest AI Chip Bet
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How Ferrari Uses AI to Turn Fans into Superfans
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The Hidden AI Arms Race Inside Every Chip Design
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Why AI Inference Is Reshaping the Chip Industry
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Why Chip Design Is Moving from TSMC to In-House AI
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Why ARM Holdings Stock Jumped 40 Percent in a Week
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Jensen Huang Finds a Brand New 200 Billion Dollar Market for Nvidia
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Google Gemini 3.5 Flash Agents Are the New Search
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