New ChatGPT Ads: Opportunity or Obstacle?
Jamie and Jaeden discuss the recent announcement from ChatGPT regarding the introduction of ads for free and go tier users. While some users express concern that this could compromise the integrity of...
22 Jan 10min
Anthropic CEO Criticizes NVIDIA Over AI Chip Sales to China
In this episode, we discuss Anthropic CEO Dario Amodei's strong criticism of the Trump administration's decision to allow NVIDIA to sell AI chips to China, comparing it to selling nuclear weapons. We ...
21 Jan 9min
$120M RunPod Investment Case
In this episode, we examine the investment potential of RunPod, an AI cloud startup with impressive ARR and a unique growth story. We also consider what makes AI infrastructure companies an attractive...
21 Jan 8min
AI Energy: Investor Outlook
In this episode, we provide an investor's outlook on the Trump administration's $15 billion power plant proposal for tech companies, focusing on the energy market's response to AI demand. We identify ...
21 Jan 11min
Meta's AI Investment Strategy
In this episode, we analyze Meta's investment shift away from its Metaverse ambitions and into core AI development, crucial for any AI investor. We examine the financial implications and potential ret...
20 Jan 13min
Elon Musk Seeks $134B from OpenAI and Microsoft
In this episode, we explore the ongoing 'wrongful gains' lawsuit filed by Elon Musk against OpenAI and Microsoft, seeking billions in damages. We also unpack recent unsealed documents, including diary...
19 Jan 12min
Investing in AI Video's Unicorn
In this episode, we provide crucial investment insights into Higgsfield's $1.3 billion valuation and its success in the AI video market. We also analyze the factors that make it an attractive opportun...
15 Jan 10min
Investing in Brain-AI Merges
In this episode, we guide AI investors through OpenAI's latest venture into brain-computer interfaces with Merge Labs. We examine the growth potential and long-term outlook for this transformative tec...
15 Jan 11min
