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Jack Mallers · 2:14:49 min · 4 de August de 2026

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The panel discusses crypto infrastructure consolidation, the difficulty of monetizing standalone wallet providers, and stablecoins’ current strength in cross-border use compared with US brokerage funding. · Speakers describe tokenized stocks as small today but potentially useful for fintechs expand…

Tokenized Podcast · 58:27 min · 3 de August de 2026

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Pete Buttigieg argues that economic inequality, political distrust and violence, and rising debt reflect deeper problems in American institutions, and says reforms are needed to make government more responsive. · He discusses the Iran war, US relationships abroad, AI’s effects on work, and policies…

The Diary Of A CEO · 1:54:54 min · 3 de August de 2026

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The speaker argues that July’s sharp losses in crowded hedge fund positions and momentum factors may represent a market cleansing event, while warning that volatility and deleveraging could remain elevated. · Their baseline is continued multiple compression and disappointment rather than a major sy…

Jordi Visser / VisserLabs · 1:02:03 min · 2 de August de 2026

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Tom Verrilli argues that Whatnot hires PMs only where their skills are specifically needed, while encouraging engineers, designers and senior product leaders to do more hands-on product work. · He says AI tools help individuals analyze data, understand code and move faster, but good judgment, custo…

Lenny's Podcast · 1:24:58 min · 2 de August de 2026

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Visser views the AI stock unwind as a leverage and crowding event within a faster changing market, while arguing that demand for AI compute still exceeds supply. · He expects more volatility and lower leverage, but sees opportunities in scarce AI infrastructure and has added to Micron on weakness;…

Anthony Pompliano · 59:51 min · 1 de August de 2026

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Ray Dalio argues that AI-related investment shows classic bubble signs, while emphasizing that revolutionary technology can still be valuable. · He describes how leverage, rising rates, inflation, and asset sales can turn a bubble into an economic downturn, which may compound existing debt, wealth…

The Diary Of A CEO · 1:30:17 min · 30 de July de 2026

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The guests describe agentic commerce as an early, still unproven market, with AI creating new developer buyers and software merchants whose needs may include global, low-cost, real-time payments. · Noah Levine argues stablecoins can fill gaps where cards are poorly suited while cards retain accepta…

Tokenized Podcast · 47:22 min · 30 de July de 2026

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Sam Altman says OpenAI narrowed its focus to building and supplying AI, after strong model progress and industry revenue growth made earlier plans to monetize compute through consumer apps and media less necessary. · He argues that demand for intelligence can support large investments in compute an…

Invest Like the Best · 55:48 min · 28 de July de 2026

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Jack Mallers · 1:36:30 min · 27 de July de 2026

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The speaker sees a choppy market consolidation within a longer-term AI bull market, supported in their view by strong earnings, expanding cloud backlogs, and persistent compute demand. · They favor buying selected AI-related names during weakness, including an additional optical stock, while warnin…

Jordi Visser / VisserLabs · 49:28 min · 26 de July de 2026

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Dianne Penn describes Anthropic’s shift from a small, exploratory team to shipping frontier models and products such as Claude Code, with Opus 4.5’s adoption reflecting the combined impact of model capability and product experience. · She explains how user feedback becomes actionable evals, why eva…

Lenny's Podcast · 1:33:50 min · 26 de July de 2026

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Jordy Visser argues that cheaper, increasingly capable AI will accelerate adoption while intensifying competition, weakening software moats and making access to capital, compute, memory and physical infrastructure key constraints. · He sees substantial AI-related investment continuing, but with unc…

Anthony Pompliano · 53:30 min · 25 de July de 2026

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Jack Mallers · 23:20 min · 23 de July de 2026

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The guest’s analysis argues that US natural gas is adequately supplied in 2026–27 but could face a structural supply deficit from 2028 as LNG exports, AI-related power demand and other gas-fired generation compete for limited deliverable supply. · He expects storage to fall below historical levels,…

Invest Like the Best · 59:45 min · 21 de July de 2026

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Jack Mallers · 1:12:43 min · 20 de July de 2026

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Elizabeth Stone says AI is accelerating prototyping, analysis and creative production, while increasing the need for systems thinking, strong craft, human accountability and shared guardrails. · Netflix’s approach, as she describes it, pairs broad AI fluency and experimentation with talent density,…

Lenny's Podcast · 1:12:07 min · 19 de July de 2026

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Jordie Visser sees an AI-led investment opportunity continuing, but expects slower growth after the first surge, ongoing volatility, and eventual pressure on company valuations as AI competition and adoption reshape businesses. · He favors AI infrastructure, especially memory, and crypto—particular…

Anthony Pompliano · 50:17 min · 18 de July de 2026

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The guest argues that fundraising succeeds when people trust the fundraiser: persuasion depends on desire minus fear, and trust requires understanding the person making the decision rather than relying only on logic. · He recommends building from an honest base of likely supporters, making a clear…

Invest Like the Best · 51:34 min · 14 de July de 2026

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Jack Mallers · 1:22:47 min · 13 de July de 2026