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Which podcasts are discussing GOOG?
42 ATTRIBUTED IDEAS · 36 EPISODES · 22 SHOWS
The shows
All-In with Chamath, Jason, Sacks & Friedberg
The Twenty Minute VC
The Compound and Friends
Excess Returns
Invest Like the Best with Patrick O'Shaughnessy
The Julia La Roche Show
The Knowledge Project
a16z Podcast
Afford Anything
Animal Spirits
Bloomberg Surveillance
Monetary Matters with Jack Farley
Motley Fool Money
Prof G Markets
SmarterMarkets
The Alpha Exchange
The Memo by Howard Marks
The Options Insider Radio Network
The Pomp Podcast
Value Investing with Legends
What Bitcoin Did
WSJ What's News
Where the discussion went deepest
11 AUGYESTERDAYEXCESS RETURNS · 7:45
AI financing shift from cash flow to capital markets
“The discussion framed the AI capital build-out as having entered a new, riskier stage, moving from internal free cash flow funding to external equity and debt financing.”
We Asked T. Rowe's $8 Billion Tech Manager Why We Are in 1998 — And Why Software Is in Trouble
Core thesis · 5/5Verify in source →
15 MAY15 MAYTHE COMPOUND AND FRIENDS · 06:10
Mag 7 rerating lower as they become asset-heavy
“The base case argued was that the Magnificent Seven companies face a valuation rerating lower as they transition from intangible-asset-light to capital-intensive, utility-like businesses.”
Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson · with Kai Wu
Core thesis · 5/5Verify in source →
1 MAY1 MAYALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 15:45
AI's fundamental constraint is power, not demand
“The thesis presented: missed growth forecasts by AI companies are due to a supply-constrained market for power and compute, not a lack of demand, creating a strategic advantage for those with excess capacity.”
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
Core thesis · 5/5Verify in source →
19 FEB19 FEBTHE ALPHA EXCHANGE · 20:50
AI hyperscaler long-dated debt carries massive risk
“The bear case presented on big tech long-dated debt is that lenders are not being compensated for the risk that AI infrastructure becomes obsolete or that promised productivity gains don't materialize over decades.”
Michael Contopoulos, Deputy Chief Investment Officer, Richard Bernstein Advisors · with Michael Contopoulos
Core thesis · 5/5Verify in source →
8 AUG4D AGOTHE TWENTY MINUTE VC · 28:00
AI platform shift disrupts incumbents
“The guest argued that the rise of OpenAI and Anthropic represents a seismic platform shift that will disrupt even the largest tech incumbents, just as Google disrupted Microsoft.”
20VC: The AI Boom Will Create Enormous Roadkill: Who Wins & Loses | Why Founders Should Never Take Multi-Stage Money at Seed
In depth · 4/5Verify in source →
31 JUL2W AGOTHE COMPOUND AND FRIENDS · 15:00
Cloud hyperscalers as clear AI infrastructure winners
“The speakers identified cloud providers (Microsoft Azure, Google Cloud, AWS) as unambiguous beneficiaries of the AI build-out, citing reaccelerating growth at massive scale.”
Why Demand for Compute Is About to Explode With Alex Kantrowitz
In depth · 4/5Verify in source →
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