Videos

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Jack Mallers · 58:12 min · 25 de May de 2026

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Emma, who leads OpenAI’s data platform infrastructure engineering group, describes the systems her team supports and how Codex and other agents are accelerating releases, user support, and feature work. · She says faster app development is increasing pressure on platform teams, where mistakes can a…

Nate B Jones · 46:37 min · 25 de May de 2026

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The interview covers personal uses of Gemini, AlphaFold and AI-assisted scientific research, including a research assistant for hypothesis generation and analysis. · Demis Hassabis describes a longer-term goal of combining models across drug discovery, while stressing that clinical testing, evidenc…

Two Minute Papers · 21:28 min · 25 de May de 2026

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The speaker argues that AI services depend on a physical production chain—chips, high-bandwidth memory, packaging, networking, power, cooling, data-center construction and operations—and that constraints in these layers can limit available tokens even when GPU supply or chip design is not the main…

Nate B Jones · 23:37 min · 24 de May de 2026

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Jordy Visser says inflation, oil disruption, and strong nominal growth have raised rate-hike concerns, but he doubts the Fed can raise rates given the government’s interest burden and debt pressures. · He has reduced exposure to memory stocks after a large run, kept selected AI-related holdings, an…

Anthony Pompliano · 53:11 min · 24 de May de 2026

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The speaker uses a law firm’s filing with fabricated or misquoted citations to argue that hallucinations can result from a poorly organized workflow, not just a weak prompt. · For serious knowledge work, the speaker recommends preparing a bounded project or data room first, with an inventory of sou…

Nate B Jones · 21:51 min · 22 de May de 2026

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The global financial system is facing systemic risk due to high leverage and unsustainable debt, accelerating the death of fiat currency. · Bitcoin is presented as essential hard money, offering a hedge against extreme inflation (evidenced by hot PPI data at 6%) and government debasement. · Investo…

Jack Mallers · 98:21 min · 21 de May de 2026

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Dan Ives argues that AI is a multi-year investment theme, with opportunities across chips, memory, infrastructure, software, cybersecurity, and companies that apply AI to improve revenue and productivity. · He favors research-driven stock selection and attention to second- and third-order beneficia…

Anthony Pompliano · 52:25 min · 21 de May de 2026

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The speaker argues that prompt engineering has become table stakes as frontier AI agents grow more capable, and recommends treating them as senior partners in complex knowledge work. · The proposed “question method” uses questions to convey the user’s perspective and boundaries, invite the AI to ex…

Nate B Jones · 25:04 min · 21 de May de 2026

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The guests argue that AI infrastructure and tokenized, always-open markets will expand demand for liquidity and dollars, with crypto serving as the rails for exchange and settlement. · They expect greater volatility and recommend broad, prudent exposure across a sector rather than betting on one pr…

Anthony Pompliano · 37:47 min · 20 de May de 2026

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The speaker views the March selloff as a chance to add exposure to AI, arguing that rapid growth at Anthropic and attractive relative valuations outweighed market fear. · The thesis depends on sustained demand for frontier AI and continued investment in compute, while power, chips, regulation, geop…

Invest Like The Best · 1:22:11 min · 20 de May de 2026

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The speaker argues that production AI agents depend on an infrastructure control layer—runtime, identity, governed data, payments, observability, and ways to stop runs—in addition to models and compute. · They describe products and approaches from Cloudflare, AWS, Vercel, Auth0, Okta, WorkOS, Micro…

Nate B Jones · 20:20 min · 20 de May de 2026

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The speaker argues that agent protocols shape customer experience and identifies MCP, A2A, and AGUI as the emerging core stack for tool access, agent coordination, and human control. · A2UI, AP2, and X402 address narrower interface and payment needs, with adoption and standards still contested. · B…

Nate B Jones · 20:42 min · 19 de May de 2026

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The speaker’s thesis is that inflation, constrained supply and AI-driven scarcity support a longer-term scarcity and compute investment theme, while stretched momentum and bottlenecks raise the risk of sharp corrections. · They say they have exited Micron and scaled out of other positions, rotating…

Jordi Visser / VisserLabs · 51:25 min · 18 de May de 2026

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The speaker argues that the internet is shifting from an attention economy to an interpretation economy, where AI agents increasingly filter information and influence purchases and hiring. · They recommend giving agents clear, detailed, evidence-backed information while also building human trust an…

Nate B Jones · 22:23 min · 18 de May de 2026

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Jordi Visser sees a narrow, AI- and semiconductor-led stock rally facing risks from renewed inflation, higher rates, energy constraints, and weak consumer breadth. · He sold the rest of his Micron position after a major run while still believing the stock could rise, and views Dogecoin as a possibl…

Anthony Pompliano · 51:19 min · 17 de May de 2026

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The speaker argues that AI investment decisions should begin with a clear understanding of specific workflows, including their inputs, outputs, exceptions, standards, and accountability. · They describe five possible levers—automate or remove work, build, buy, hire, or wait—and recommend choosing a…

Nate B Jones · 27:46 min · 17 de May de 2026

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Caitlin Kalinowski describes VR as a useful step toward robotics and physical AI, while saying AR glasses still face cost and manufacturing challenges. · She says humanoid robots remain prototypes, with safety and supply chains among the barriers to large-scale deployment; she also recommends disci…

Lenny's Podcast · 1:39:10 min · 17 de May de 2026

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The speakers argue that high public debt and large fiscal deficits have changed how interest rates affect the economy, and that macroeconomic forces now matter more to investors. · They discuss gold as a long-term store of value and reserve asset, the dollar’s structural advantages and costs, and h…

The Investor’s Podcast · 1:03:49 min · 16 de May de 2026

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The speaker opens with a story about someone recovering five Bitcoin by using Claude to search old files, then discusses five developments in AI: Notion’s agent platform, Anthropic’s limits on third-party agent use, Anthropic’s business adoption and compute demands, cybersecurity evaluations of Myt…

Nate B Jones · 24:18 min · 16 de May de 2026