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The panel opens with New York Democratic primary wins and a debate over socialism, political organizing, AI’s public image, and the pressures behind populist politics. · It then discusses Chinese open weight models, arguing that they are nearing frontier performance and could shift value toward inf…

All-In Podcast · 1:41:43 min · 27 de June de 2026

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Jordy Visser argues that AI is still early in a long buildout, with memory, compute, energy and chip capacity positioned to benefit, though growth and markets may go through a slowdown. · He favors the infrastructure behind AI while warning that model companies face uncertain monetization, capex an…

Anthony Pompliano · 45:38 min · 27 de June de 2026

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Planet CEO Will Marshall describes Planet’s satellite archive and its plans to pair Earth observation with AI, making it easier to analyze changes on the ground and eventually run compute in orbit. · The discussion covers orbital compute’s engineering, commercial and debris challenges; differing vi…

Moonshots / Peter Diamandis · 2:25:57 min · 26 de June de 2026

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Darius Dale argues that inflation pressures remain inconsistent with the Fed’s 2% target, so the Fed may need to tighten policy or signal tighter policy even as it ultimately seeks room for easier policy linked to AI’s potential. · He describes a resilient but sharply divided economy: households wi…

Anthony Pompliano · 40:16 min · 25 de June de 2026

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The hosts and Lynn Alden discuss the uncertain Iran ceasefire and its effects on oil, the dollar and gold, then examine Fed policy, persistent US deficits and stablecoins’ contribution to dollar demand. · Alden expects the AI investment cycle to continue for several quarters but sees valuation, fin…

Macro Voices · 1:00:34 min · 25 de June de 2026

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Demis Hassabis says the path to AGI should draw on multiple approaches, including multimodal models that understand the physical world, and he calls for systematic testing and stronger guardrails as risks grow. · He describes advances in generative tools such as live editing and SynthID watermarkin…

Semafor · 29:05 min · 24 de June de 2026

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The investor favors a long-term barbell: durable large-cap businesses alongside volatile, potentially asymmetric investments, especially Bitcoin and AI-related businesses. · He views Mag 7 concerns about inflation and AI capital spending as overstated for now, while acknowledging that demand, retur…

Anthony Pompliano · 43:03 min · 23 de June de 2026

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Jack Mallers · 1:54:39 min · 23 de June de 2026

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A Liberty Mutual Investments executive describes a roughly $120 billion investment platform funded by insurance reserves and surplus, built to serve policyholders through liquidity, long-term partnerships, and a broad set of investment approaches. · The discussion emphasizes choosing exposures befo…

Invest Like the Best · 1:16:29 min · 23 de June de 2026

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Ryan Cohen describes building Chewy around repeat purchases, customer service and tight cost control, then says he initially invested in GameStop because of its pessimism and a coming console cycle. · He recounts changing GameStop’s strategy toward cost discipline, pre-owned products and collectibl…

All-In Podcast · 1:03:03 min · 23 de June de 2026

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Lyn Alden argues that high public debt and large deficits have weakened the Fed’s ability to control inflation with interest rates, while rate hikes can add to government interest costs. · She sees a conditional path for energy driven inflation to ease if the ceasefire holds and oil flows resume, b…

David Lin · 40:27 min · 21 de June de 2026

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Fiona Fung describes how AI is changing software teams: coding is less of a bottleneck, more roles can build, and teams need stronger verification, product judgment, and accountability. · She shares ways her team uses Claude Code and Cowork for feedback review, code review, asynchronous work, and m…

Lenny's Podcast · 1:38:45 min · 21 de June de 2026

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The speaker argues that markets are being driven by earnings growth and AI-related capital spending, while repeated bubble, inflation, and recession warnings have often been contradicted by market data. · The stated investment thesis favors a thematic portfolio tied to AI infrastructure and adoptio…

Jordi Visser / VisserLabs · 49:49 min · 21 de June de 2026

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Jordi Visser argues that rapid AI advances, stronger open models and improving efficiency could weaken the case for some planned data center spending, though he expects long term demand for memory and AI infrastructure to persist. · He sees a possible CapEx “air pocket” as a market risk and says Bi…

Anthony Pompliano · 48:36 min · 20 de June de 2026

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The interview covers Anthropic CEO Dario Amodei’s views on rapid AI growth, the company’s business choices and culture, and the risks AI may pose to jobs, cybersecurity and society. · He argues for rational risk management, safeguards and checks on both companies and government, while saying AI cou…

Bloomberg Originals · 1:10:05 min · 17 de June de 2026

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The guest describes Clay’s thesis as giving more people programming power through a flexible tool for creative go-to-market work, with usage-based pricing and a focus on RevOps. · He argues that meaningful business building requires committing to uncertain, potentially embarrassing risks, while int…

Invest Like the Best · 1:00:11 min · 16 de June de 2026

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Baker sees SpaceX’s near-term investment case resting on how quickly it can bring data-center capacity online and on the potential of Cursor, while arguing public markets can tolerate long investment cycles. · He is positive on token demand and SpaceX’s prospects, but sees uncertainty around Meta’s…

TBPN · 33:08 min · 15 de June de 2026

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The speaker sees AI as a durable, economy-wide trend but expects a mid-cycle slowdown, choppy markets and continued rotation away from hyperscalers toward a wider set of companies. · They are cautious about hyperscalers and AI model makers because of pricing pressure, rising infrastructure costs, b…

Jordi Visser / VisserLabs · 47:47 min · 14 de June de 2026

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Visser sees SpaceX as a richly valued business with meaningful current revenue and a high-upside option on faster launches, data centers and orbital infrastructure, while stressing that execution and valuation risks remain substantial. · He favors exposure to enabling physical inputs such as silver…

Anthony Pompliano · 54:48 min · 13 de June de 2026

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The panel presents SpaceX as a potential long-term investment spanning launch, Starlink connectivity, terrestrial AI compute and, conditionally, orbital compute. · Their bullish case depends on rapid rocket reusability, continued demand for compute, profitable infrastructure deals and progress in S…

Bg2 Pod · 1:20:48 min · 11 de June de 2026