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The global economy faces an impending liquidity shock driven by converging forces: massive sovereign debt (especially in Japan and the US) and powerful deflationary pressure from rapid AI adoption. · Capital is actively rotating out of government paper and into hard assets like gold, while Bitcoin…

Jack Mallers · 94:52 min · 11 de February de 2026

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The interview presents Figure’s progress from early humanoid prototypes to Figure 3 and Helix 2, which Brett Adcock says use neural networks across the robot’s full body for autonomous, sensor-informed movement and manipulation. · He argues that general-purpose robotics depends on data, hardware de…

Moonshots / Peter Diamandis · 1:43:48 min · 11 de February de 2026

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3G Capital’s partners describe a concentrated, patient investment model: find a rare, high-quality business, commit substantial partner capital, and work alongside operators and management to improve it. · They favor understandable businesses with durable brands and customer relationships, while tr…

Invest Like the Best · 1:30:32 min · 10 de February de 2026

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The hosts argue that last week’s volatility in metals spilled into other markets through risk controls and positioning, while a changing macro backdrop may favor cyclical growth as inflation cools. · They discuss Kevin Warsh and closer Treasury–Fed cooperation as potentially supportive of credit an…

Real Vision · 30:39 min · 9 de February de 2026

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The speaker argues that AI is reshaping software and the wider economy, favoring semiconductors, materials, energy, and AI infrastructure while warning that many software companies may lose value or growth. · They acknowledge being wrong on Bitcoin’s price target but continue buying it, including f…

Jordi Visser / VisserLabs · 61:17 min · 8 de February de 2026

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Bob Lucas argues that Bitcoin is deep in a regular four-year cycle decline, though he expects a sharp countertrend rebound before the cycle low, which he says is most likely around October but could come earlier under severe selling. · He says his active-hodl strategy has unwound about half its pos…

Bob Loukas · 16:41 min · 5 de February de 2026

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Dylan Patel argues that uncertain AI workloads are pushing Nvidia to cover more specialized chips and software, while competitors may succeed in focused markets. · He describes AI infrastructure spending as large but not yet a bubble if model progress and demand continue, and sees power supply, chi…

The MAD Podcast with Matt Turck · 1:16:52 min · 5 de February de 2026

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Ben Horowitz argues that AI expands the opportunity for technology companies and entrepreneurs, while making investment outcomes, competitive durability, and labor-market effects harder to predict. · Andreessen Horowitz aims to help founders build enduring companies and to support U.S. · leadership…

Invest Like the Best · 1:02:09 min · 3 de February de 2026

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The speakers discuss whether space based data centers could work, emphasizing launch costs and heat dissipation alongside major concerns about chip reliability, maintenance, and small satellite clusters. · They compare specialized AI chips and inference speed, debate data center power versus semico…

TBPN · 43:43 min · 3 de February de 2026

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The speaker’s investment thesis is to favor scarce assets and industries—especially energy, materials, industrial metals, power, memory, and other AI infrastructure—while remaining wary of software, whose valuations and business models may face pressure from fast AI competition. · They expect sharp…

Jordi Visser / VisserLabs · 38:12 min · 1 de February de 2026

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The speaker argues that AI is changing product development by making building faster and more accessible, while increasing the need for human judgment, evaluation and focus on customer outcomes. · For AI companies to endure, he favors deep workflows and durable assets such as proprietary data, cont…

Invest Like the Best · 1:16:30 min · 29 de January de 2026

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The speaker’s main investment thesis is that AI is moving into a hardware and infrastructure phase, making energy, materials, industrials, critical minerals and related shortages more attractive than trying to pick a bottom in software. · They expect small caps, value, commodities and emerging mark…

Jordi Visser / VisserLabs · 51:53 min · 25 de January de 2026

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Jason Cohen lays out an ordered way to investigate stalled growth: check customer churn, pricing and positioning, revenue growth from existing customers, acquisition channel saturation, and finally whether growth is still the right goal. · He argues that churn can impose a ceiling on customer growt…

Lenny's Podcast · 1:46:04 min · 25 de January de 2026

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At Davos, Anthropic CEO Dario Amodei argues that AI’s capabilities are advancing steadily while public and political attention swings, and that society is not adequately preparing for major effects on work and inequality. · He recommends measuring AI’s economic impact, helping people adapt, and inv…

The Wall Street Journal · 32:08 min · 20 de January de 2026

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The speaker argues that markets are broadening beyond the largest U.S. · technology stocks and favors a long-scarcity, short-abundance approach, including industrial commodities, semiconductors, memory and power-related investments. · They expect AI to create strong demand for scarce infrastructure…

Jordi Visser / VisserLabs · 54:13 min · 18 de January de 2026

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Zevi Arnovitz, a product manager who says he has no technical background, explains how he uses AI tools to build products, including his StudyMate side project. · His workflow moves from capturing an idea and exploring it to planning, implementation, manual QA, reviews by multiple models, and updat…

Lenny's Podcast · 1:15:12 min · 18 de January de 2026

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CNBC’s *Tech Download* introduces its season on Google DeepMind and features an interview with CEO Demis Hassabis about AI’s progress, limits, potential benefits, and risks. · Hassabis says scaling still improves models, but reaching AGI may require capabilities such as world models, long-term plan…

CNBC International · 52:36 min · 15 de January de 2026

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Sam Lessin argues that etiquette helps founders build trust by showing calm, awareness, and respect, especially when technology and business relationships feel consequential. · He gives practical advice for introductions, conversations, clothing, dining, scheduling, email, meetings, and follow-up,…

Lenny's Podcast · 1:26:35 min · 15 de January de 2026

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The host recounts making Ladder his first angel investment as a personal bet on co-founder Tom. · The founders describe shifting from a complex personal-training marketplace to a strength-training app built around members’ needs, then surviving debt and fundraising pressure before finding product-m…

Invest Like the Best · 1:15:41 min · 13 de January de 2026

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The speaker expects a strong year for equities, with S&P 500 earnings and prices each rising at least 15%, while warning of a possible 20% correction as real data-center delays expose power, grid, labor, and permitting constraints. · The thesis favors AI adopters, small caps, semiconductors beyond…

Jordi Visser / VisserLabs · 61:38 min · 11 de January de 2026