Episode Appearances
Accidental Tech Podcast · May 8, 2026
690: Turn Left at the Next Tree
“Analyzed Apple's CapEx spending relative to competitors, highlighting divergence in AI infrastructure investment”
Apple Product Naming Strategy (Ultra and Neo suffixes)MacBook Neo Demand and Supply ConstraintsiPhone Ultra (Foldable Phone Rumors)
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Tech Brew Ride Home · Apr 22, 2026
Elon Buys Cursor?
“Provided analysis on SpaceX-Cursor deal structure and competitive implications”
AI Coding Tools CompetitionSpaceX and XAI StrategyTensor Processing Units (TPUs)
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Big Technology Podcast · Mar 2, 2026
Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
“Spyglass newsletter author and podcast co-host analyzing tech trends”
AI Ethics in Military ApplicationsGovernment AI ProcurementAI Device Integration Strategy
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