01:58:24
Mitchell Hashimoto’s new way of writing code
Mitchell Hashimoto, co-founder of HashiCorp and creator of Terraform and the Ghostty terminal, sits down with The Pragmatic Engineer...
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02:07:40
Claude Code for Finance + The Global Memory Shortage: Doug O’Laughlin, SemiAnalysis
Doug O'Laughlin, founder of SemiAnalysis and one of the semiconductor industry's most-followed independent research analysts, joins L...
36:37
Google’s New AI Is Smarter Than Everyone’s But It Costs HALF as Much
Nate B Jones examines the release of Google's Gemini 3.1 Pro — a model that leads on 13 of 16 major benchmarks, scores 77.1% on the A...
08:37
$650 Billion on AI Capex
With Google and Amazon completing their Q4 2025 earnings reports, The AI Daily Brief totals the AI infrastructure spending commitment...
26:15
Why the Smartest AI Teams Are Panic-Buying Compute
Nate B Jones presents a systematic analysis of what he frames as a structural crisis in AI compute infrastructure: global enterprise...
13:51
Are Markets Still Worried About an AI Bubble?
This episode of The AI Daily Brief uses Meta and Microsoft's latest earnings reports as a window into the current state of AI bubble...
14:50
Meta Up 10%, Microsoft Down 10%, Tesla Killing Cars
Nate B Jones breaks down a pivotal week of AI earnings and deal news organized around a single revealing divergence: Meta stock jumpe...
18:37
the $125 Billion Secret: Amazon Told Wall Street One Thing and Employees Another
Nate B Jones presents a detailed financial analysis of Amazon's simultaneous announcement of $125 billion in capital expenditure and...
21:08
I Built an 11-Tab Financial Model in 10 Minutes. The $20/Month Tool That's About Change How We Work.
Anthropic has launched Claude as a native sidebar add-in inside Microsoft Excel, opening access to all Pro tier subscribers ($20/mont...
32:00
Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?
Microsoft CEO Satya Nadella joins David Sacks on the All-In Podcast for a wide-ranging conversation on how AI is reshaping knowledge...