Appears On
Episode Appearances
The Tech Report · Jul 15, 2026
The rising cost of AI is reaching tipping point | David Gerard
“Quoted calling for 90% AI pricing reduction, representing enterprise customer cost pressure and ROI concerns”
AI Cost Economics and Unit EconomicsLarge Language Model Performance S-Curve LimitationsAgentic AI and Multi-Agent Systems
View AnalysisAll-In with Chamath, Jason, Sacks & Friedberg · Jul 10, 2026
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
“Cited as describing how an advanced AI model found critical security vulnerabilities in Palo Alto's own software.”
AI Infrastructure Buildout Scale and Capital MobilizationCerebras Inference Chip Architecture vs GPU Moore's LawRecursive AI Reasoning and Loop Maxing
View AnalysisThis Week in Startups · Jun 29, 2026
Chamath on why young people need more agency, risk, and adventure
“Named as an angel investor in 8090's seed round.”
AI-driven enterprise software development and Software Factory platformsAgentic workflow orchestration for business process automationEnterprise software unbundling and the $4 trillion maintenance market opportunity
View AnalysisMad Money w/ Jim Cramer · Mar 31, 2026
Mad Money w/ Jim Cramer 3/31/26
“Discussed AI-driven cybersecurity threats, responsible AI deployment, and $10M personal stock purchase signaling sector confidence”
Iran Nuclear Negotiations and Geopolitical RiskCommodity Price Inflation from War (Oil, Fertilizer, Polyethylene, Aluminum)Federal Reserve Rate Cut Expectations
View AnalysisTBPN · Mar 13, 2026
Travis Kalanick Joins, Spotify CEO, Nikesh from Palo Alto Networks, xAI Rebuild, Apple Faces Slop Allegations
“Palo Alto Networks CEO discussing cybersecurity M&A strategy and AI impact”
Tall poppy syndrome in startup ecosystemsPhysical AI and robotics developmentStealth mode company operations
View Analysis