AI bubble
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Bill Ackman on Lessons from a Lifetime of Investing: AI Disruption Risk, the Netflix Round Trip, Howard Hughes as a Modern Berkshire Hathaway, and Building a Brain Institute After His Daughter’s Hemorrhage
Bill Ackman sat down with Shane Parrish on The Knowledge Project for a wide-ranging conversation that opens somewhere no investing interview usually goes: his daughter Lucy’s near-fatal brain…
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Is the AI Bubble About to Be Tested? Patrick Boyle on Anthropic’s $2 Trillion IPO, TAM Inflation, SB Energy’s Unbuilt Data Centers, Circular AI Financing, and Why Nvidia Looks Cheap
Anthropic is reportedly preparing to go public at a valuation of around $2 trillion, roughly the combined size of the ten biggest tech IPOs in history, at the…
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Barry Ritholtz on How Not to Invest: The Failure Gap, Sturgeon’s Law, Why Financial News Actively Hurts Your Returns, and Why He Says You Should Buy a New Car
Barry Ritholtz returned to the Rational Reminder podcast for episode 421, roughly seven years after Benjamin Felix and Cameron Passmore hauled backpacks full of recording gear to his…
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Chip Stocks Crash, Leopold Aschenbrenner’s $20B Fund Gets Margin Called, Frontier Labs Beg Washington to Slow Down AI, and Mamdani’s City-Owned Grocery Stores
The besties open this episode on a genuine market event: a legendary AI trade unwinding in real time, taking a 25-year-old’s $20 billion hedge fund with it. From…
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Ray Dalio on the AI Bubble, the End of the 80-Year Big Cycle, Why Cash Is Not Safe, Gold Over Bitcoin, and What He Would Tell a 16-Year-Old Now
Ray Dalio built Bridgewater Associates from a two-bedroom apartment into the world’s largest hedge fund, produced roughly $53 billion in cumulative net gains for investors, and was one…
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Jensen Huang Says the AI Apocalypse Is ‘Complete Nonsense’: NVIDIA’s CEO on AI Jobs, China, Open Source Models, the AI Bubble, and the Trillion-Agent Future (Axios Behind the Curtain)
Sitting on the floor of a brand new chip factory in Fort Worth, Texas, NVIDIA CEO Jensen Huang gave Axios reporter Mike Allen one of his most combative…
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Howard Marks on AI Investing, Second-Level Thinking, Warren Buffett, and Why Waiting Until You Feel Safe Means the Opportunity Has Passed
Howard Marks, co-founder of Oaktree Capital and author of the investing memos Warren Buffett says he reads first, returned to the My First Million podcast for a wide-ranging…
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OpenAI’s Leaked 2025 Financials: $34 Billion in Spending, a $38.5 Billion Net Loss, and a $17 Billion Microsoft Bill Ahead of Its IPO
OpenAI’s audited 2025 financials leaked this week, and they are the clearest picture yet of what it actually costs to run the company behind ChatGPT. Independent journalist Ed…
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Bill Gurley on Mental Models, Systems Thinking, AI Investing, Stablecoins, and the Future of Venture Capital
Bill Gurley spent his career at Benchmark backing some of the most consequential marketplaces and network-effect businesses of the internet era, including Uber, and he is one of…
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Benedict Evans on the Economics of AI Usage, Why Foundation Models May Become Commodities, and What Comes Next for SaaS
Benedict Evans returns to the a16z podcast to update the thesis behind his widely read “AI eats the world” presentation, and the picture he paints is less about…
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Whale Rock Capital Founder Alex Sacerdote on S-Curve Investing, Why Anthropic Is His Highest Conviction Bet, and the Decommoditization of AI Hardware
Alex Sacerdote built Whale Rock Capital into one of the most respected technology hedge funds in the world by treating markets through a single disciplined lens: the technology…
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Thomas Laffont of Coatue on the $4 Trillion AI IPO Wave: SpaceX, Anthropic, OpenAI, and Why the New Unicorn Economy Is Healthier
Thomas Laffont, co-founder of the $55 billion hedge fund Coatue Management, made his All-In Podcast premiere with a data-dense walk through what he calls a once-in-a-generation moment for…