Memory Could Be the Last Great Investment of this AI Cycle
Episode Date: May 13, 2026There has been a surge in memory stocks and memory ETFs, with AI inference demand reshaping the market and perhaps reshaping the entire memor...
Exploring the frontiers of Technology and AI
172 episodes transcribedThere has been a surge in memory stocks and memory ETFs, with AI inference demand reshaping the market and perhaps reshaping the entire memor...
Cerebras is an AI chip company set for a groundbreaking IPO, and its revolutionary chip that could accelerate the development of AGI from 15...
There's now a surprising alliance between SpaceX and Anthropic, as they team up to challenge OpenAI after Musk’s unexpected pivot from critic...
Today, we're analyzing the soaring performance of semiconductor stocks fueled by the AI boom, spotlighting gains from SanDisk and Micron. Wit...
OpenAI's phone, led by iPhone architect Jony Ive, is set to launch in 2027-2028. With a goal of shipping 40 to 50 million units, we explore t...
Let's examine the fierce competition between AI coding tools Anthropic's Claude and OpenAI's Codex. As Codex emerges with robust updates, we...
We tackle the strong earnings reports from Google, Amazon, Meta, and Microsoft, propelled by AI and cloud growth. Google sees a 94% earnings...
The courtroom showdown between Elon Musk and Sam Altman over OpenAI has begun, with stakes hitting $850 billion and potential damages of $134...
The fallout from Meta's $2 billion acquisition of AI startup Manus, haz beencomplicated by the founders' detention in China and a government...
This 20-min convo with the General Partner of USVC explains how you can invest in Anthropic, OpenAI, and other private deals.Until now, it's...
Big week this week. We discuss the launch of OpenAI's ChatGPT 5.5, showcasing its exceptional coding and problem-solving capabilities that su...
We explore the game-changing release of Claude Mythos and NVIDIA's Blackwell chip, a leap toward artificial general intelligence (AGI). We di...
OpenAI's GPT Images 2.0 is out, and it's pretty wild what it can do. Remember ghibli-gate? Remember when it couldn't write words? Things are...
Wow. It's finally happening. Tim Cook is resigning as Apple CEO after 15 transformative years, during which the company experienced a 2,000%...
Big Week in AI. We discuss Anthropic's Opus 4.7, its most advanced AI model, which surpasses GPT 5.4 but is overshadowed by the upcoming Clau...
Let's explore the world of claws: tools that streamline digital tasks into a single interface. By comparing offerings from Anthropic, OpenAI,...
Let's explore the dynamic space industry, highlighting NASA's $20 billion Moon settlement investment, SpaceX's $1.75 trillion IPO, and Amazon...
Apple's rumored upcoming AI glasses, codenamed N50, are set to redefine wearable tech with a display-less design and enhanced Siri integratio...
Meta's MuseSpark is a new an AI model potentially impacting over 3 billion users, and worth comparing performance with Claude Opus and GPT. W...
Google’s groundbreaking AI model, Gemma 4, lowers the cost of generative AI to around $80, allowing users to run it offline on devices like R...