Episode Appearances
CNBC's "Fast Money" · Apr 14, 2026
Big Tech Bounce… And An Economic Warning From JPMorgan CEO Jamie Dimon 4/14/26
“Discussing AI disruption of legacy software, token consumption model, and private market growth”
Semiconductor Supply Chain and Custom AI ChipsAI Disruption of Legacy Software Business ModelsToken Consumption Economics in Enterprise Software
View AnalysisThe AI Daily Brief: Artificial Intelligence News and Analysis · Jan 15, 2026
AI's Battle for Your Context
AI IPO preparationsPersonal context in AIMicrosoft-Anthropic partnership
View Analysis