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John Zito

Mentioned in 2 analyzed podcast episodes across 2 shows

Appears On

TBPN Better Offline

Episode Appearances

TBPN · Mar 16, 2026

AI vs. Dog Cancer, Oscars Reactions, How to Lose the AI Arms Race | Kevin Espiritu, Paul Conyngham, Tony Zhao, Drew Oetting, Carina Hong, Cameron Fink, Debra Birnbaum

“Apollo executive who criticized private market arrogance and predicted software company struggles”

AI-assisted drug discovery and vaccine developmentCreator economy monetization strategiesGPU shortage and compute infrastructure constraints

Better Offline · Mar 13, 2026

Monologue: It's The Beginning Of History

“Apollo Asset Management analyst; cited for data on software PE leverage (50-90% debt) and distressed debt levels”

Anthropic Financial Disclosure and Revenue MisrepresentationAI Industry Profitability and Business Model ViabilityDepartment of Defense AI Supply Chain Risk Designation