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Hut 8 CEO Asher Genoot presents the company as an energy and digital infrastructure platform serving Bitcoin, AI and other technologies. · He says Hut 8 develops turnkey data centers, emphasizes long-term contracts with investment-grade counterparties and financing designed to reduce refinancing ri…

Anthony Pompliano · 32:35 min · 15 de May de 2026

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Gavin Baker describes a contrarian, valuation-sensitive investment style built around extensive reading, pattern recognition and engaging directly with products. · He sees memory as unusually difficult to time: historical cycles suggest selling, but he thinks this could be an early capacity cycle,…

Sohn Conference Foundation · 25:19 min · 15 de May de 2026

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The speaker argues that software pricing is shifting from per-seat subscriptions toward charges for agent actions, credits, or operational work, adding costs and complexity beyond model tokens. · They compare Salesforce, Microsoft, and ServiceNow, describe risks from restrictive policies and unclea…

Nate B Jones · 16:23 min · 15 de May de 2026

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Anthropic CEO Dario Amodei argues that AI capabilities are advancing steadily while public attention swings, and that AI could bring major benefits alongside high unemployment, inequality and political risks. · He recommends measuring AI’s economic effects, helping people adapt and involving govern…

WSJ Events · 31:44 min · 15 de May de 2026

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Nate B Jones · 25:53 min · 14 de May de 2026

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The discussion ranges from Huang’s view that AI is changing computing across the software and hardware stack to co-design, open models, education, system performance, and energy needs. · He recommends using current frontier AI tools where available, combining AI use with first-principles learning,…

Stanford Online · 1:08:24 min · 13 de May de 2026

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Jack Mallers · 1:48:12 min · 12 de May de 2026

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The speaker argues that AI agents are driving a lasting change in market structure, with strong demand for compute and AI related infrastructure supporting the investment thesis despite rapid, bubble like price moves. · They describe risks from bottlenecks, inflation, market concentration, and shar…

Jordi Visser / VisserLabs · 1:00:22 min · 11 de May de 2026

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Spencer Pratt presents his mayoral campaign as a response to the Palisades fire and what he describes as failures in emergency response, public safety, homelessness services, and city accountability. · He proposes enforcing existing laws, auditing public spending, expanding treatment and shelter fa…

All-In Podcast · 1:11:19 min · 10 de May de 2026

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Eric Ries argues that company success can make a business more vulnerable to losing its mission, founder control, and customer trust. · He recommends pairing a clear purpose and incentives that support it (“ethos”) with governance structures that can resist pressure (“integrity”), and describes pub…

Lenny's Podcast · 1:39:22 min · 10 de May de 2026

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Jordy Visser argues that rapid AI adoption and agent use are driving exponential demand for compute, memory, power and data centers, which he sees as the basis for sharp asset moves rather than proof of a bubble. · He reduced two-thirds of his Micron position because of crowding and possible near-t…

Anthony Pompliano · 59:11 min · 10 de May de 2026

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The panel sees AI compute, power, memory, and hyperscaler capacity as major investment themes, citing rapid AI revenue growth and Elon Musk’s deal to lease Colossus 1 capacity to Anthropic as evidence that infrastructure constraints are easing. · They disagree over how much of AI’s spending has pro…

All-In Podcast · 1:22:02 min · 8 de May de 2026

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The speaker argues that AI driven capital spending, rising earnings estimates, and constrained compute are supporting a still early investment cycle, and favors exposure to semiconductors, power, chemicals, and related infrastructure over benchmark weights in software and other legacy leaders. · Th…

Jordi Visser / VisserLabs · 43:48 min · 7 de May de 2026

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Jordi Visser argues that accelerating AI is driving a year of market rotation: he favors hardware, semiconductors, commodities and other scarce physical infrastructure, while expecting pressure on software and some large public companies. · He sees inflation and supply constraints as persistent ris…

Anthony Pompliano · 52:49 min · 7 de May de 2026

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The speakers argue that Bitcoin has shown resilience during the Iran conflict and may benefit over the long term from scarcity, global liquidity and growing institutional demand, while acknowledging that it remains well below its all-time high and that its changed market correlations may not persis…

Anthony Pompliano · 28:36 min · 7 de May de 2026

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Neil McDonald says retail investors now have far better information, access, and trading tools, but still need education, risk discipline, and support. · He describes Moomoo’s community, AI features, options tools, crypto and tokenized assets, and retail clients he characterizes as relatively sophi…

Anthony Pompliano · 33:23 min · 7 de May de 2026

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Jordi argues that markets are in a secular bull market for hardware, commodities and semiconductors, while many consumer, software and financial businesses face pressure; he favors scarce assets and selective investing over relying on broad index gains. · He sees rising commodity and AI infrastruct…

Anthony Pompliano · 57:41 min · 7 de May de 2026

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Michael Saylor explains how MicroStrategy’s experience as a software company and its growing cash balance led him to view Bitcoin as a long-term treasury asset. · He argues that cash and other assets with negative real yields risk losing purchasing power, while Bitcoin’s scarcity, network effects a…

Anthony Pompliano · 1:29:30 min · 7 de May de 2026

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Chris Perkins argues that Bitcoin and crypto have growing utility as trustless, permissionless assets amid geopolitical tension, while security threats remain a major barrier to wider adoption. · He supports a regulated US recovery program that could enlist private citizens to help recover stolen c…

Anthony Pompliano · 39:29 min · 7 de May de 2026

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Jack Mallers · 1:55:45 min · 5 de May de 2026