The Call After The Calls: SpaceX And Tesla
Elon Musk put a $1 trillion revenue number on SpaceX, and the sell side has been staring at its models ever since. "Roughly five times wrong relative to what Elon said 2028 revenue could be," says Ale...
5 Nov 1h 35min
Ramp's Economist Found Cracks In The AI Thesis | The Brainstorm 156
In this episode of The Brainstorm, Ara Kharazian, lead economist at Ramp, joins Sam and Brett with data from 80,000 businesses and over $275 billion in annual spend. His latest research, “Cracks in th...
4 Nov 34min
Anthropic’s S-1, Meta’s $90B, And Elon’s Warning Call | The Brainstorm 155
In this episode of The Brainstorm, Sam, Nick, and Brett open the Anthropic S-1, maybe the most impressive twelve months of revenue growth in corporate history, and debate whether a major AI-enabled cy...
28 Okt 32min
The Real Reason Tesla Announced The Roadster | The Brainstorm 154
In this episode of The Brainstorm, Sam and Brett cover a week of exciting developments. Brett was at the Tesla Roadster unveil in person and argues the event was primarily marketing for a prospective ...
21 Okt 29min
Is SpaceX Coming For Your Phone Bill? | The Brainstorm 153
In this episode of The Brainstorm, Sam, Nick, and Brett open on OpenAI’s release of 722 mathematical proofs and the one subject conspicuously missing from it, cryptography. Brett argues the nearer ter...
14 Okt 33min
Starship Reached Orbit. Here's the $1B-Revenue-Per-Launch Math | The Brainstorm 152
In this episode of The Brainstorm, Sam, Nick, and Brett work through OpenAI DevDay, where one of the most interesting announcements was the one that never shipped. Ultra Ultra Fast did not reach publi...
7 Okt 33min
Building A Nuclear Plant That Can’t Melt Down
In this episode of FYI, Daniel Maguire and Tasha Keeney speak with J. Clay Sell, CEO of X-energy, about the company’s approach to reinventing nuclear power with advanced small modular reactors. Sell e...
1 Okt 47min
Zuckerberg Admits He Got It Wrong | The Brainstorm 151
In this episode of The Brainstorm, Sam, Nick, and Brett unpack Meta Connect, where Muse quietly replaced the metaverse as Zuckerberg’s vision for the company. Nick walks through the hardware spread, f...
30 Sep 32min
