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Which podcasts are discussing SQ?
18 ATTRIBUTED IDEAS · 14 EPISODES · 12 SHOWS
The shows
All-In with Chamath, Jason, Sacks & Friedberg
What Bitcoin Did
Monetary Matters with Jack Farley
The Twenty Minute VC
a16z Podcast
Animal Spirits
Eurodollar University
Motley Fool Money
On The Margin
Prof G Markets
The Compound and Friends
Unchained
Where the discussion went deepest
29 MAY29 MAYALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 2:30
AI-driven job displacement as a corporate earnings lever
“The bearish case argued: CEOs are using AI to dramatically increase efficiency and eliminate jobs, which will be rewarded by public markets through higher earnings.”
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
Core thesis · 5/5Verify in source →
5 MAR5 MARTHE TWENTY MINUTE VC · 10:00
Public software CEOs giving up on growth
“The bear case argued: many public software company CEOs are abandoning the goal of returning to revenue growth, shifting focus to profitability and cost-cutting as a terminal strategy.”
20VC: Anthropic vs The Pentagon: Who Wins | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR
Core thesis · 5/5Verify in source →
18 JUL4W AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 22:50
Stripe, Block, and PE challenge Card Networks
“A combined movement combining merchant networks, consumer accounts, and point-of-sale infrastructure creates a closed-loop payment system capable of bypassing Visa and Mastercard.”
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
In depth · 4/5Verify in source →
18 JUL4W AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 22:26
Stripe, Block, and Advent bid for PayPal
“The reported joint acquisition bid for PayPal by Stripe, Block, and Advent was framed as a structural play to combine distribution and stablecoin rails into a direct competitor to Visa and Mastercard.”
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
In depth · 4/5Verify in source →
17 JUL4W AGOWHAT BITCOIN DID · 28:11
Bitcoin treasury strategy outperformance faces structural headwinds
“Corporate treasury strategies that dilute equity to buy Bitcoin are argued to underperform spot Bitcoin due to high corporate overheads and misaligned shareholder incentives once premiums flip to discounts.”
Why MSTR Will Underperform Bitcoin
In depth · 4/5Verify in source →
17 JUL4W AGOWHAT BITCOIN DID · 46:37
Merchant payment adoption critical for Bitcoin success
“Expanding everyday payment integration and merchant enablement on platforms like Square is framed as essential to preserving Bitcoin's censorship resistance and long-term value proposition.”
Why MSTR Will Underperform Bitcoin
In depth · 4/5Verify in source →
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