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Which podcasts are discussing NBIS?
10 ATTRIBUTED IDEAS · 8 EPISODES · 6 SHOWS
The shows
The Twenty Minute VC
CNBC Fast Money
Motley Fool Money
The Options Insider Radio Network
Unchained
Yet Another Value Podcast
Where the discussion went deepest
8 JUN8 JUNTHE TWENTY MINUTE VC
Full-stack specialization drives NeoCloud infrastructure economics
“The thesis argued for Nebius is that controlling both physical hardware design downstream and software platform tooling upstream drives lower total cost of ownership and enables enterprise adoption beyond raw GPU compute commoditization.”
20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute · with Roman Chernin
Core thesis · 5/5Verify in source →
27 JUL2W AGOYET ANOTHER VALUE PODCAST · 12:45
Premature exits limit upside on deep value plays
“The host argued that selling deep-value or special-situation equities immediately upon reaching fair asset value often cuts off massive multi-bagger upside from subsequent fundamental transformations.”
July 2026 Random Ramblings
In depth · 4/5Verify in source →
9 JUL9 JULTHE TWENTY MINUTE VC · 35:09
Monetizing excess compute offsets AI CapEx
“Renting out internal AI infrastructure capacity to external model developers serves as an effective, highly rewarded risk hedge against massive CapEx spending.”
20VC: Sam Altman Offers Trump 5% of OpenAI: Fool or Genius? | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI
In depth · 4/5Verify in source →
1 JUL1 JULCNBC FAST MONEY · 12:12
Meta's surplus AI compute cloud pivot
“Meta is expanding into selling surplus AI computing power as a cloud service, opening a new revenue stream but raising questions about its internal AI consumption.”
Dow Touches Fresh Record To Start 2nd Half… And A Big Bull Case On Strategy 7/1/26
In depth · 4/5Verify in source →
15 JUN15 JUNTHE TWENTY MINUTE VC
Neoclouds require vertical software for sustainability
“The argument presented: specialized GPU cloud providers (Neoclouds) cannot survive long-term solely by renting compute capacity, but must build software orchestration and inference layers to achieve software-like margins.”
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI · with Aravind Srinivas
In depth · 4/5Verify in source →
8 JUN8 JUNTHE TWENTY MINUTE VC
Capital-intensive AI cloud infrastructure requires staged deployment
“The speaker argued that competing in the AI cloud sector requires a phased investment approach across power, data centers, and GPU supply to effectively deploy capital over 12-to-24-month horizons.”
20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute · with Roman Chernin
In depth · 4/5Verify in source →
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