Appears On
Episode Appearances
TBPN · Aug 13, 2026
SaaSpocalypse Revisited, Singer x Louis Vuitton, Aman vs Ryan Walker | Igor Babuschkin, Brannin McBee, Garret Langley, Sonya Huang, Sean Cole
“Guest; discussed strong Q2 earnings, GPU supply chain, power bottlenecks, and short-duration contract financing.”
SaaSpocalypse Revisited: SaaS Market Recovery AnalysisAI Model Weight Ownership as Strategic MoatCoreWeave Q2 Earnings and GPU Supply Chain Constraints
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