AI investment is massive, but AI profits are not — and yet investors seem confident massive AI fundraising will one day translate into sizable AI profits. To break it down, Verge Deputy Editor Alex Heath guest hosts this episode of Decoder featuring Menlo Ventures partner Tim Tully and AirStreet Capital founder Nathan Benaich.
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2024: The State of G ... Show More
Jul 13
Yes, even Nvidia's head of automotive is fighting for compute
Nvidia is obviously in the news constantly because of the AI boom — but it's also a major supplier to the entire auto industry As head of Nvidia's automotive division, Xinzhou Wu has a front-row seat to all the challenges EVs and autonomous vehicles are facing, especially in the ... Show More
1h 11m
Jul 9
Why did Comcast ever buy NBC?
My guest today is Peter Kafka, chief correspondent at Business Insider and host of Channels, a podcast about the media industry. And it’s a big week for the media industry — Comcast just announced that it’s splitting itself up, into the Comcast broadband company and the NBCUniver ... Show More
1h 2m
Nov 2025
Smart ways to invest in AI beyond Nvidia, Palantir, and Meta
AI isn’t just transforming tech, it’s reshaping the entire investing playbook. In this episode of Stocks in Translation, Hennion & Walsh Chief Investment Officer Kevin Mahn joins host Allie Canal and Senior Reporter Brooke DiPalma to discuss the AI ecosystem and how artificial in ... Show More
24m 33s
Aug 2025
The Acceleration Of AI Growth And Adoption With Ben Miller, CEO of Fundrise
On the latest episode of the Financial Samurai podcast, I sat down with Ben Miller, cofounder and CEO of Fundrise, for a deep dive into AI, venture capital, and what it really takes to get into the best deals. Key Takeaways from the Podcast 1. AI Growth and Market Dynamics Revenu ... Show More
50m 13s
Aug 2025
The Trillion Dollar AI Question
AI spending is approaching $1 trillion per year, but will there be a return from that spending. And the crew discusses the latest housing trends and how KPop Demon Hunters could change media. Travis Hoium, Lou Whiteman, and Tim Beyers discuss: - AI capex trends- Housing prices de ... Show More
41m 12s
Jul 2025
Thu. 07/31 – Microsoft Joins The $4 Trillion Club
Microsoft and Meta earnings suggest AI is paying off so far, at least for the big guys. Has OpenAI’s revenues tripled so far in 2025? Devs are using AI more than ever, but that doesn’t mean they trust it. And at the end of the show, as promised, the huge podcast announcement. Lin ... Show More
22m 26s