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Which podcasts are discussing ABNB?
16 ATTRIBUTED IDEAS · 14 EPISODES · 11 SHOWS
The shows
CNBC Fast Money
Animal Spirits
Afford Anything
All-In with Chamath, Jason, Sacks & Friedberg
Excess Returns
Motley Fool Money
Prof G Markets
The Long View
Thoughtful Money
We Study Billionaires - The Investors Podcast Network
WSJ What's News
Where the discussion went deepest
17 APR17 APRALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 17:00
AI productivity boom real but uneven
“The debate centered on whether AI-driven productivity gains are translating into bottom-line profits, with one side arguing it's already happening in startups and the other skeptical about implementation at large enterprises.”
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Core thesis · 5/5Verify in source →
21 JUL3W AGOEXCESS RETURNS · 22:18
Open source pressures pricing, not TAM growth
“Open-source AI models create pricing pressure for foundation labs but will not prevent massive market expansion for proprietary AI platforms.”
We Asked the Man Who Mapped the AI Economy If the Boom Is Real — And Who Keeps the Money
In depth · 4/5Verify in source →
16 JUL4W AGOTHOUGHTFUL MONEY · 33:11
14 JUL14 JULAFFORD ANYTHING · 32:58
Residential spaces as decentralized retail showrooms
“The case was made for 'everywhere stores' that leverage existing physical environments - such as residential backyards or Airbnb rentals - as decentralized showrooms to allow hands-on customer product interaction.”
Your Zip Code Is Quietly Deciding What You Buy, with former Wharton Prof. David Bell
In depth · 4/5Verify in source →
10 JUL10 JULPROF G MARKETS · 07:10
Distillation accelerates adoption of cheap Chinese AI
“Chinese AI models are rapidly gaining global developer market share by leveraging distillation to clone American frontier model capabilities at a fraction of the cost.”
This Is How OpenAI Goes Broke — ft. Sebastian Mallaby · with Sebastian Mallaby
In depth · 4/5Verify in source →
31 MAR31 MARTHE LONG VIEW · 32:00
Founder-led firms: builders vs. creators
“The guest argued for evaluating founders of large companies on the same criteria as non-founders, distinguishing between 'builders' optimizing for long-term value and 'creators' optimizing for a near-term exit.”
Pat Dorsey: Economic Moats and More
In depth · 4/5Verify in source →
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