Category
Big Tech & AI
3 lessons available.
EP11 · 2026-08-02
AI Trend: Who Pays for the AI Boom?
A news-style monologue on the real cost of the AI boom, from data centers and chips to customers, consumers, power grids, and investor patience.
EP02 · 2026-07-31
Microsoft Earnings Report
A Big Tech & AI conversation about Microsoft earnings, AI capital spending, Azure monetization, and how Meta and Amazon compare.
EP01 · 2026-07-30