Episode Mentions
Better Offline · Jul 24, 2026
Monologue: What The Hell Are The Hyperscalers Doing?
“Taiwanese server manufacturer identified as dependent on hyperscaler GPU orders to sustain its business.”
Hyperscaler AI CapEx spending and ROI analysisGoogle Cloud revenue attribution to AnthropicMicrosoft Azure dependency on OpenAI revenue
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A Product Market Fit Show | Startup Podcast for Founders · Mar 19, 2026
She raised $20M from Accel to replace QuickBooks with AI. | Helen Hastings, Founder of Quanta
“Helen's AI-enabled accounting service that replaces QuickBooks with automated bookkeeping”
AI-enabled services business modelProduct-market fit discoveryUser research methodology
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Elon Musk Podcast · Jan 7, 2026
Nvidia is coming for Tesla
Autonomous driving technologyOpen-source AI modelsSelf-driving car competition
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