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Which podcasts are discussing GOOGL?
494 ATTRIBUTED IDEAS · 70 EPISODES · 25 SHOWS
The shows · from the most recent 100 ideas
Prof G Markets
Thoughtful Money
The Options Insider Radio Network
WSJ What's News
Bloomberg Surveillance
Excess Returns
Motley Fool Money
The Twenty Minute VC
a16z Podcast
All-In with Chamath, Jason, Sacks & Friedberg
Eurodollar University
The Pomp Podcast
Unchained
We Study Billionaires - The Investors Podcast Network
What Bitcoin Did
CNBC Fast Money
Marketplace
Wealthion - Be Financially Resilient
Animal Spirits
Empire
MacroVoices
Monetary Matters with Jack Farley
Real Vision Daily Briefing
The Alpha Exchange
The Dividend Cafe
Where the discussion went deepest
11 AUGYESTERDAYEXCESS RETURNS · 07:45
Hyperscaler AI CapEx to accelerate into 2027
“The thesis presented was that hyperscaler capital expenditure on AI will accelerate in 2027, growing faster than the 75% expected for 2026, driven by extremely attractive returns on invested capital.”
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 →
11 AUGYESTERDAYTHOUGHTFUL MONEY · 2:30
Hyperscaler growth dependent on OpenAI/Anthropic spend
“The bear case argued: the future revenue growth of hyperscalers (Microsoft, Google, Amazon) is contingent on unsustainable compute spending by OpenAI and Anthropic, which will eventually slow and cause hyperscaler growth to decelerate sharply.”
Is A.I. A Massive Lie? · with Thoughtful Money's
Core thesis · 5/5Verify in source →
10 AUG2D AGOPROF G MARKETS · 06:00
Big tech valuations are frothy, entering 'crazy town'
“The case argued: big tech valuations have become excessively frothy, with multiples expanding to levels that ignore underlying business risks and AI ROI uncertainty.”
Bulls vs. Bears: Who’s Right About This Market?
Core thesis · 5/5Verify in source →
8 AUG4D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 10:30
Google's AI pivot to infrastructure over models
“The thesis argued: Google is reallocating capital away from frontier model development and towards AI compute infrastructure, a higher-confidence, lower-risk return on capital.”
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
Core thesis · 5/5Verify in source →
7 AUG5D AGOMOTLEY FOOL MONEY · 28:00
7 AUG5D AGOPROF G MARKETS · 10:00
Big Tech's shift to capital-intensive manufacturing
“The guest argued that Big Tech (excluding Apple) has fundamentally shifted from a high-return, low-capital business model to a capital-intensive 'manufacturing' model due to AI investments, requiring investors to now judge them on returns on invested capital.”
Aswath Damodaran: Big Tech Has No Idea How AI Pays Off
Core thesis · 5/5Verify in source →
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