Search across episodes, people, companies, and topics — or ask the AI agent for deeper research and structured analysis.

Browse all available podcasts, episodes, and categories. Explore Technology shows and discover new content to follow.

Manage your subscribed podcasts. New episodes are automatically analyzed with AI when published, so you never miss important discussions.

Your AI analysis feed. Every episode you analyze appears here with key insights, summaries, and extracted intelligence.

Browse individuals mentioned across analyzed episodes. See who's being discussed, in what context, and how often.

Track companies and organizations referenced in podcast discussions. Monitor brand mentions and competitive intelligence.

Explore recurring topics and themes extracted from analyzed episodes. Discover what subjects are driving podcast conversations.

Spot emerging trends identified by AI across analyzed episodes. See what's gaining momentum in podcast discussions.

Browse brands and advertisers identified across analyzed episodes. See which companies sponsor which shows and how often.

Hyperscaler Margin Compression and Insourcing Trends

Discussed in 1 analyzed podcast episode across 1 show

Discussed On

Invest Like the Best with Patrick O'Shaughnessy

Episodes

Invest Like the Best with Patrick O'Shaughnessy

Invest Like the Best with Patrick O'Shaughnessy · Feb 24, 2026

Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]

Public vs. Private Market Investing Dynamics LLM Business Model Economics and Competitive Dynamics AI Scaling Laws and Capital Requirements Founder Quality and CEO Communication as Investment Signal Software Industry Disruption from AI Coding Tools