AI bubble
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Dan Loeb on Building Third Point’s $25 Billion Investment Empire: AI, Activism, Credit, and the FTX Mistake
Dan Loeb has spent three decades turning a $3 million fund into Third Point, a roughly $25 billion collection of hedge fund, credit, insurance, and venture businesses. In…
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Raoul Pal: Why the Crypto Bull Run Is Just Starting, the AI Economic Singularity, and Why You Should Never Sell Bitcoin
Macro investor and Real Vision co-founder Raoul Pal returned to the When Shift Happens podcast for episode 173 to argue that the recent crypto drawdown is a nasty…
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Gavin Baker on Orbital Compute, TSMC, Frontier AI Models, Anthropic’s Vertical Take Off, and the Coming Wafer Shortage
Gavin Baker, founder and CIO of Atreides Management, returns to Patrick O’Shaughnessy’s Invest Like the Best for his sixth appearance. He calls the current AI moment the most…
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Bubbles, Parabolas and Speed Crashes: How AI Agents Are Ending Human Market Structure and Why This Is Not the Dot-Com Bubble
The host opens this Saturday morning macro and AI markets video with a direct challenge to anyone calling the current move a bubble. The argument is that the…
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Howard Marks on Why Most Investors Lose, the AI Bubble, India, and the Hunt for the $10 Bill Nobody Picked Up
TLDW Howard Marks, co-founder of Oaktree Capital and the author of the memos every serious investor reads first, sat down with Nikhil Kamath for a wide-ranging conversation on…
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Beyond the Bubble: Jensen Huang on the Future of AI, Robotics, and Global Tech Strategy in 2026
In a wide-ranging discussion on the No Priors Podcast, NVIDIA Founder and CEO Jensen Huang reflects on the rapid evolution of artificial intelligence throughout 2025 and provides a…
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All-In Podcast Breaks Down OpenAI’s Turbulent Week, the AI Arms Race, and Socialism’s Surge in America
November 8, 2025 In the latest episode of the All-In Podcast, aired on November 7, 2025, hosts Jason Calacanis, Chamath Palihapitiya, David Sacks, and guest Brad Gerstner (with…
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The Benefits of Bubbles: Why the AI Boom’s Madness Is Humanity’s Shortcut to Progress
TL;DR: Ben Thompson’s “The Benefits of Bubbles” argues that financial manias like today’s AI boom, while destined to burst, play a crucial role in accelerating innovation and infrastructure.…
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The AI Revolution Unveiled: Jonathan Ross on Groq, NVIDIA, and the Future of Inference
TL;DR Jonathan Ross, Groq’s CEO, predicts inference will eclipse training in AI’s future, with Groq’s Language Processing Units (LPUs) outpacing NVIDIA’s GPUs in cost and efficiency. He envisions…