Investing in the Avatar Economy
In this episode, we look at how AI-generated Black avatars are being used on TikTok to sell Shein goods at steep markups. We also break down why this tactic is spreading, what it says about AI-driven ...
6 Jun 11min
Future of AI IPOs Under S&P 500 Rules
In this episode, we examine the S&P 500's refusal to allow SpaceX's fast-track entry, which also impacts OpenAI and Anthropic’s IPO prospects. We also discuss Google's $920 million monthly deal with S...
5 Jun 13min
Invest in Yourself: $20/hr Data Collecting
In this episode, we look at how people are getting paid to wear a hat and collect training data for AI systems. We also break down what this kind of work involves, why companies need real-world data, ...
5 Jun 11min
Investing in AI-Enhanced Development Tools
In this episode, we look at why some developers now refuse to work without AI tools and how that shift is changing expectations in software teams. We also break down the concerns around AI-generated c...
3 Jun 14min
Unpacking Alphabet's $80 Billion AI Initiative
In this episode, we explore Alphabet's ambitious plan to raise $80 billion for AI development, including a major investment from Berkshire Hathaway. We also discuss Trump's recent executive order on A...
2 Jun 12min
ARR Spoofing: Risks for Investors
In this episode, we discuss how some VCs and founders inflate or frame ARR to make startups look stronger for the press. We also look at why these numbers matter, how they shape public perception, and...
2 Jun 13min
Investors React to Anthropic's IPO News
In this episode, we discuss Anthropic's confidential IPO filing at a $965 billion valuation, shedding light on the competitive landscape against OpenAI and SpaceX. Additionally, we explore Microsoft’s...
1 Jun 14min
