Episode Appearances
All-In with Chamath, Jason, Sacks & Friedberg · May 8, 2026
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
“Tweeted about SpaceX five-layer cake business model; highlighted compute and hyperscaler as critical revenue driver”
Elon's Compute Infrastructure Strategy & Elon Web ServicesAnthropic's Exponential Growth & Market DominanceAI Monopoly Formation & Competitive Dynamics
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TBPN · Mar 24, 2026
Hill & Valley Gigastream, Apple's Next CEO, OpenAI's Non-Profit | Scott Nolan, Sarah Guo, Casey Handmer, Shaun Maguire, Delian Asparouhov, Zach Dell, Ryan Petersen, and Chase Lochmiller
“Discussed hardware investment thesis and predicted ChatGPT moment for AI video within 12 months”
Apple CEO succession planningAI infrastructure bottlenecksPrivate credit market stress
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