Inside the AI Gold Rush

Inside the AI Gold Rush

Silicon Valley needs a new thing and AI is that new thing: investors are supposed to pour 43 billion dollars into AI this year. But will individual startups cash in on the boom, or will the real winners of AI be the same handful of big, established companies? Featuring: Renate Nyborg (@renate), a tech veteran who is launching an AI startup, and got a firsthand look at the AI funding frenzy. (00:00) Then: Dror Berman (@drorberman), a venture capitalist at Innovation Endeavors, which he co-founded with the former CEO of Google. He’s one of the guys throwing a ton of money into AI. The reason he thinks he’ll get it right is because he’s done it before. (06:47) And: Jessica Lessin (@Jessicalessin), founder and editor-in-chief of The Information. She knows Silicon Valley inside and out and translates this moment for us. (24:00) Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(596)

The $12.5 Billion Lakers, the NFL’s TV Fight, and Sports Media’s Big Split

The $12.5 Billion Lakers, the NFL’s TV Fight, and Sports Media’s Big Split

Sports teams keep selling for more money because, in theory, their media rights keep becoming more valuable. But the companies that actually pay for sports TV are starting to push back. John Ourand o...

19 Aug 42min

Joanna Stern on the New Siri, OpenAI’s Weird Gadget, and Life After the Wall Street Journal

Joanna Stern on the New Siri, OpenAI’s Weird Gadget, and Life After the Wall Street Journal

Joanna Stern spent more than a decade explaining technology to Wall Street Journal readers. Now she’s doing it on her own — with a new media company, New Things, and a new book, I Am Not a Robot, abou...

12 Aug 48min

Oliver Darcy on Status, Bari Weiss, and Why Media Reporters Are Too Soft

Oliver Darcy on Status, Bari Weiss, and Why Media Reporters Are Too Soft

Two years ago, Oliver Darcy left CNN and launched Status, a paid newsletter focused on the media business. The basic bet was that readers would pay for the scoops and insider reporting he had been pro...

5 Aug 52min

Lucas Shaw on Warner Bros' Limbo, Netflix's Anxiety, and Hollywood’s Sort-of Comeback

Lucas Shaw on Warner Bros' Limbo, Netflix's Anxiety, and Hollywood’s Sort-of Comeback

When I last talked to Bloomberg’s Lucas Shaw, Netflix was buying Warner Bros. Discovery. Six months later, Paramount has the deal — but, surprisingly, it’s on hold while a group of states tries to blo...

29 Jul 44min

Substack Wants To Become A Social Network; Beehiiv Wants To Stay Invisible

Substack Wants To Become A Social Network; Beehiiv Wants To Stay Invisible

You are a normal person, so if you think about “people writing their own newsletters” you probably think: “Substack”. But just as Xerox isn’t the only way to make photocopies, Substack doesn’t own th...

22 Jul 42min

Inside Podcasting’s Fight Over Netflix, YouTube, and Creator Control

Inside Podcasting’s Fight Over Netflix, YouTube, and Creator Control

Chris Balfe is the CEO of Red Seat Ventures, the company behind some of the biggest names in podcasting, including Megyn Kelly, Tucker Carlson, Bill O’Reilly, and, more recently, Kill Tony. Since we l...

15 Jul 45min

"We’re in a Race Against Time," Joe Kahn on Running the New York Times in the Age of AI Slop

"We’re in a Race Against Time," Joe Kahn on Running the New York Times in the Age of AI Slop

Joe Kahn runs the New York Times newsroom, which means he runs the most powerful news operation in the world. He joins me to talk about what that power is for — and why he thinks the Times’ next big t...

8 Jul 1h 4min

Encore: Inside Joe Weisenthal's brain

Encore: Inside Joe Weisenthal's brain

We originally published this interview with Bloomberg's Joe Weisenthal on Feb. 11, 2026, and it's one of my favorite chats of the year. We'll be back with a new conversation on July 8. If Joe Weisent...

1 Jul 58min

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