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Which podcasts are discussing NOW?
19 ATTRIBUTED IDEAS · 18 EPISODES · 11 SHOWS
The shows
The Twenty Minute VC
CNBC Fast Money
The Compound and Friends
Motley Fool Money
All-In with Chamath, Jason, Sacks & Friedberg
Animal Spirits
Prof G Markets
Real Vision Daily Briefing
The Acquirers Podcast
The Julia La Roche Show
Yet Another Value Podcast
Where the discussion went deepest
29 MAY29 MAYPROF G MARKETS · 02:30
15 MAY15 MAYALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 15:00
AI rerates enterprise software valuations
“The guest argued the enterprise software market has been rerated downward due to AI hype and uncertainty, despite strong underlying business performance.”
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
Core thesis · 5/5Verify in source →
16 APR16 APRTHE TWENTY MINUTE VC · 05:15
The '60% solution' doom loop for legacy SaaS
“The bearish thesis argued: Legacy SaaS companies building AI agents that are only '60% as good' as standalone solutions cannot monetize them, trapping them in a doom loop of no revenue reacceleration and forcing a shift to a low-growth value bucket.”
20VC: Anthropic Unveils Mythos | SpaceX's Financials Leaked: Is it Worth $2TRN | Meta Debuts Muse Spark: Are They Back in the AI Race
Core thesis · 5/5Verify in source →
7 AUG5D AGOMOTLEY FOOL MONEY · 22:30
ServiceNow as an AI agent disruptor play
“The bull case argued ServiceNow is well-positioned to benefit from AI disruption, as its deeply embedded enterprise software is at the forefront of deploying AI agents, a difficult task it can simplify for businesses.”
The Trade Desk’s Woes & A New AI Donut?
In depth · 4/5Verify in source →
30 JUL2W AGOTHE TWENTY MINUTE VC · 06:14
PE SaaS buyouts hit terminal growth limits
“The hosts argued that mega-cap private equity mega-funds strategy of acquiring slow-growing software-as-a-service (SaaS) companies is hitting a wall due to exhausted price increases and customer churn.”
20VC: Jensen's Open-Weights Letter | Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks | Francisco Partners Raises $21BN
In depth · 4/5Verify in source →
27 JUL2W AGOCNBC FAST MONEY · 01:25
Software stocks setup for a tactical bounce
“The software sector (IGV) was framed as having reached a short-term bottom and de-risked valuation level, creating a tactical bounce trade.”
Digging in on Market Volatility… And SpaceX Hits New All-time Low 7/27/26
In depth · 4/5Verify in source →
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