AI Investing: for the AI Investor

In this episode, we explore Anthropic's pursuit of a $20 billion capital raise at a substantial $350 billion valuation and examine the legal challenge they face in India, where a local software compan...

10 Feb 10min

Jamie and Jaeden discuss OpenAI's newly launched coding app, Codex, exploring its features, usability, and how it compares to other tools like Lovable and Claude Code. They delve into the implications...

10 Feb 13min

In this episode, we explore the intense CapEx spending by tech giants like Amazon, Google, and Meta in the AI compute arms race. We also discuss how Amazon's AWS cloud business is outperforming and ex...

8 Feb 12min

In this episode, we explore how social media giants Reddit and Meta are leveraging AI to reshape user experience and create new revenue streams. We examine Reddit's pivot towards AI-powered search for...

7 Feb 11min

In this episode, we discuss SpaceX's audacious plan to launch a million AI data center satellites into orbit, outlining the logistical and economic reasons behind this move. We also explore the recent...

6 Feb 11min

Jamie and Jaeden discuss Elon Musk's acquisition of XAI by SpaceX, exploring the implications of merging these companies, the innovative concept of building data centers in space, and the financial dy...

5 Feb 11min

In this episode, we explore Anthropic's new Opus 4.6 and its 'agent teams' feature, alongside OpenAI's competing GPT 5.3 Codex, highlighting the intense rivalry in the AI development space. We also di...

5 Feb 10min

In this episode, we explore Lotus Health AI's innovative approach to healthcare, where an AI doctor provides free consultations and aims to redefine primary care. We also discuss the challenges, poten...

4 Feb 12min