Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized.
After the break, Sam Lessin from Slow Ventures shares his insights on the impact of ... Show More
May 29
Dan Niles: We're 100% in an AI Bubble... Don't Go Broke Trying to Call the Pop
Dan Nathan hosts Dan Niles of Niles Investment Management on the Risk Reversal podcast to discuss macro conditions, AI-driven market leadership, and lessons from prior tech cycles. Niles compares the current AI build-out to 1997–1998’s internet infrastructure boom, arguing recent ... Show More
55m 39s
May 28
The Perpetual Future Is Here with David Schamis & Jeroen Nieuwkoop of Hyperliquid Strategies
Dan Nathan hosts David Schamis (CEO, Hyperliquid Strategies) and Jeroen Nieuwkoop (COO, Hyperliquid Strategies) to explain Hyperliquid, a three-and-a-half-year-old L1 blockchain built for high-throughput exchange activity and best known for perpetual futures trading. They discuss ... Show More
45m 53s
Oct 2024
AI Startups: The Next Big Thing
In this episode, Jaeden and Jamie discuss the latest trends in AI investment, highlighting key players and innovative startups that are shaping the future of technology. They explore the significance of funding in driving disruption across various industries, including finance, h ... Show More
13m 28s
Jan 2025
What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framew ... Show More
53m 30s
Nov 2024
AI Innovations: The Latest from Anthropic and OpenAI
In this episode, Jamie and Jaeden discuss the latest developments in the AI industry, focusing on major players like Anthropic, OpenAI, and Perplexity. They explore Anthropic's recent price increase for their new model, the implications of Perplexity's offer to assist the New Yor ... Show More
17m 42s
Sep 2024
Human Data is Key to AI: Alex Wang from Scale AI
<p>What if the key to unlocking AI's full potential lies not just in algorithms or compute, but in data? </p><p>In this episode, a16z General Partner David George sits down with Alex Wang, founder and CEO of Scale AI, to discuss the crucial role of "frontier data" in advancing ar ... Show More
30m 56s
Sep 2025
MidJourney's Strategic Revival with Meta
In this episode, Jaeden and Jamie discuss the recent partnership between MidJourney and Meta, exploring the implications for AI image generation and the future of both companies. They delve into the challenges MidJourney has faced, the strategic moves Meta is making in the AI spa ... Show More
11m 8s