Videos

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The speaker argues that useful AI is moving closer to personal files, tools, and workflows, making a user-owned computing stack valuable for privacy, control, and durable memory. · The proposed investment is workload-led: choose hardware, runtimes, models, storage, and interfaces around work done r…

Autores varios - AI · 32:35 min · 3 de May de 2026

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The presenter argues that local models on Apple silicon are becoming useful for private, fast, lower-cost work, especially when using MLX variants; in these tests, the M5 generally outperformed the M4, and MLX variants often outpaced GGUF. · The tests also show a sharp tradeoff as prompts grow: lon…

Autores varios - AI · 39:03 min · 3 de May de 2026

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The speaker presents Hermes Agent as a lightweight, self-improving AI assistant, explains how to set it up, and demonstrates prototypes, scheduled research and video creation. · He favors daily AI stock research focused on companies with “massive moats,” saying he believes the AI buildout has not b…

Autores varios - AI · 17:17 min · 3 de May de 2026

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The transcript traces Open Claw from Peter Steinberg’s small messaging bridge to a fast-growing AI-agent project, then details why many users reportedly abandoned it: API costs, fragile integrations and memory, unreliable claims, and safety and security failures. · The speaker argues that its broad…

Autores varios - AI · 13:41 min · 3 de May de 2026

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The panel argues that Bitcoin can serve both as a savings asset and a payment network, while speakers differ on how quickly people will use it for everyday purchases. · Block and Strike describe payment products and an open Bitcoin network as ways to reduce reliance on card networks, but adoption d…

Jack Mallers · 23:41 min · 3 de May de 2026

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The speaker presents Strike’s Bitcoin financial products, emphasizing borrowing against Bitcoin to access liquidity without selling, and announces lower loan pricing, lending proof of reserves, segregated collateral options, planned volatility proof loans, and a $2.1 billion Tether credit facility.…

Jack Mallers · 37:05 min · 3 de May de 2026

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The current market surge is driven by the Industrial Revolution fueled by Artificial Intelligence, shifting investment focus from pure software to essential hardware (semiconductors, power infrastructure). · While crypto lags due to retail focus on AI trades, institutional money is expected to driv…

Anthony Pompliano · 52:44 min · 3 de May de 2026

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The hosts discuss missed OpenAI user and revenue targets, but argue that strong product releases and surging enterprise coding demand may offset weaker consumer growth. · They see power and infrastructure as the main AI bottlenecks, with competing views on whether hyperscaler capex will create dura…

All-In Podcast · 1:20:57 min · 1 de May de 2026

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Steve Hilton describes his background and argues that California needs a change in direction to improve affordability, economic growth, housing, education, public safety, and homelessness policy. · His proposals include major income tax cuts paired with lower spending, reducing regulations he says…

All-In Podcast · 1:08:45 min · 29 de April de 2026

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Jordi Visser argues that Bitcoin may benefit from both inflationary pressures and the weakness of growth assets, while software faces AI disruption and uncertain terminal value. · He favors areas tied to physical bottlenecks and scarcity, including semiconductors, memory, servers, chemicals, power…

Anthony Pompliano · 57:11 min · 28 de April de 2026

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The speaker’s central thesis is that AI is driving a long physical infrastructure upgrade, favoring semiconductors, power, optical fiber, industrials, materials, and energy over traditional software and hyperscalers. · They describe a thematic basket up 34% since November 24, recommend long infrast…

Jordi Visser / VisserLabs · 47:43 min · 28 de April de 2026

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Jack Mallers · 1:23:51 min · 27 de April de 2026

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Evan Spiegel argues that distribution is a central challenge for consumer technology, and that durable businesses need ecosystems and platforms because software features can be copied. · He describes Snap’s small, flat design team, rapid idea review, customer research, and design oversight, alongsi…

Lenny's Podcast · 1:10:25 min · 26 de April de 2026

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The hosts discuss a proposed SpaceX–Cursor deal as a strategic combination of compute, models, coding tools, customers, and talent, while debating whether AI is undermining SaaS revenues and the predictability that supports private-equity debt. · They see sharply lower SaaS valuations as a possible…

All-In Podcast · 1:30:42 min · 24 de April de 2026

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The guest describes how AI coding tools have sharply increased his firm’s spending and let individuals build analysis products and models much faster, while arguing that businesses must turn token use into customer value to stay competitive. · He sees demand for frontier models outpacing compute su…

프리시브 · 45:34 min · 24 de April de 2026

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The speaker argues that markets are in an inflationary, supply-constrained AI investment cycle, favoring semiconductors, industrials, materials, energy and power-related assets in a model portfolio. · They report buying more Nvidia and describe technical tools for adjusting portfolio exposure, whil…

Jordi Visser / VisserLabs · 45:07 min · 24 de April de 2026

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The guest describes a sharp rise in his firm’s AI token spending and examples of individuals using Claude Code to build tools that previously required larger teams or much longer timelines. · He argues that cheap implementation makes ideas, customer value, and speed more important, while access to…

Invest Like The Best · 45:34 min · 23 de April de 2026

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Cat Wu says AI product teams need to shorten the path from idea to user feedback, with clear goals, lightweight shipping processes, and product judgment guiding what to build. · She describes how Claude Code and Cowork fit different tasks, how Anthropic uses them internally, and why model changes c…

Lenny's Podcast · 1:25:34 min · 23 de April de 2026

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The hosts discuss AI’s rapid progress alongside public distrust, job disruption, safety concerns, and resistance to data center construction. · They review new AI products and applications, including Opus 4.7, AI-run businesses, satellite connectivity, and model-compression techniques, while debati…

Moonshots / Peter Diamandis · 2:11:09 min · 18 de April de 2026

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The panel debated proposed taxes on high-value second homes, arguing that taxes and limits on housing construction could reduce demand, investment, and development, while more building could improve affordability. · On AI, they weighed OpenAI’s consumer and enterprise strategies against Anthropic’s…

All-In Podcast · 1:30:57 min · 17 de April de 2026