Results for "capital markets"
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49 results
Episodes
StandardSummaries onlyGavin Baker: SpaceX Might Be the Greatest Company of All Time
TBPN· Gavin Baker· Jun 15, 2026
This is our full conversation with Gavin Baker.We discuss the aftermath of the SpaceX IPO, why he believes SpaceX could become the most important company of all time, how AI infrastructure and "token factories" are resha…
ai- StandardSummaries only
Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller
TBPN· Sep 16, 2026
(00:52) - Third Party Evaluators (14:00) - Fed Hikes Rates (18:47) - Zuck Pushes Back On AI Slowdown (37:44) - Kalshi's AI Compute Market Closed (49:45) - Jeremy Allaire discusses Circle’s launch of Arc, a blockchain-bas…
ai 
StandardSummaries only10AM Hour: Nvidia’s $500B Deal with Wall Street, GXO Logistics CEO, The Next Test for the AI Trade 8/11/26
Squawk on the Street· Aug 11, 2026
Nvidia’s half-trillion-dollar financing deal with Wall Street’s biggest lenders signals a new phase in the AI infrastructure boom. On today’s Squawk on the Street, tech investor Byron Deeter breaks down what the deal mea…
aiinvesting
StandardSummaries onlyBitcoin Well 2025 Year-End Review - $133M Revenue, Bitcoin Treasury Strategy, and What's Coming in 2026
Bitcoin Well Podcast· Mar 30, 2026
Send us Fan Mail $133 million in revenue. 47% growth year over year. During a bear market. In this special edition of the Bitcoin Well Podcast, Zach sits down with founder and CEO Adam O'Brien and capital markets expert …
societyculture- Intelligent Report
9AM HOUR: Stocks Rally As Oil Retreats, Huang Slams AI "Doomsday Narratives," Paramount and WBD Surge 9/21/26
Squawk on the Street· Sep 21, 2026
Markets seek a Monday bounce after the Dow's worst week since March, as US-China summit hopes, Nvidia's AI optimism, Meta's Muse app buzz, Bitcoin hitting January highs, and a historic White House press pool standoff dom…
anthropicinvesting 
StandardSummaries onlyGrowth Investor Turned Dividend Investor from Heavy Moat Investment| Ep 308
Dividend Talk· Sep 25, 2026
Niklas from Heavy Moat Investments is back. Last time he barely cared about dividends. Now 80% of his portfolio pays one. We talk about how becoming a dad changed the way he looks at risk, why he raised his hurdle rate t…
investing
Intelligent ReportWatermarking AI
Tech Brew Ride Home· Aug 11, 2026
Anthropic watermarks Claude text for EU compliance while eyeing a record-breaking IPO, Apple's glass iPhone stays on track, YouTube doubles its monetization bar, and FlightAware sues Kalshi over flight cancellation betti…
anthropicai-regulation- Intelligent Report
10AM Hour: Leopold Aschenbrenner’s Hedge Fund Situational Awareness Sells All Public Positions, Jersey Mike’s CEO on IPO, Meta & Microsoft Earnings Reaction 7/30/26
Squawk on the Street· Jul 30, 2026
Jersey Mike's IPO debut, Microsoft vs. Meta earnings split, a $45B hedge fund's dramatic collapse, and what Apple & Amazon must deliver tonight.
aiinvesting 
Intelligent ReportThe Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
All-In with Chamath, Jason, Sacks & Friedberg· Jul 24, 2026
Kimi K3 sparks White House panic over banning Chinese open source AI, Anthropic settles a $1.5B copyright lawsuit, and the guys debate whether frontier model dominance is already evaporating.
openaianthropic- Intelligent Report
9am Hour: U.S. Debut Day for SK Hynix, Fed Chairman Warsh's Task Forces, Meta Jumps 7/10/26
Squawk on the Street· Jul 10, 2026
SK Hynix makes its historic $26.5B US trading debut as the S&P hovers near record highs, with Delta beating earnings, Apple eyeing a new all-time high, and AI infrastructure spending dominating market conversation.
investing - 🎙️StandardSummaries only
OpenAI Eyes Public Listing
Global News Today | 2 Min News | The Daily News Now!· Jun 9, 2026
OpenAI is preparing to go public, filing confidentially with the SEC as it seeks to raise capital amid fierce AI competition from Google and Anthropic. Once valued at $850 billion and transitioning from nonprofit to publ…
openaianthropicai-regulationdaily 
Intelligent ReportGreg Brockman: How to Stay Valuable as AI Gets Smarter
The Knowledge Project· Greg Brockman· Apr 22, 2026
OpenAI co-founder Greg Brockman traces the lab's origin from a Napa dinner in 2015 to Sam Altman's dramatic firing, revealing why compute bets, iterative deployment, and suffering through uncertainty define the mission.
openaiinvesting
StandardSummaries onlyChetan Puttagunta and Modest Proposal - Capital, Compute & AI Scaling
Invest Like the Best with Patrick O'Shaughnessy· Dec 6, 2024
My guests today are Chetan Puttagunta and Modest Proposal. Chetan is a General Partner at venture firm Benchmark, while Modest Proposal is an anonymous guest who manages a large pool of capital in the public markets. Bot…
aiinvesting- StandardSummaries only
Dan Sundheim - The Art of Public and Private Market Investing
Invest Like the Best with Patrick O'Shaughnessy· Feb 24, 2026
My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages over $30B across bot…
openaianthropicinvesting 
StandardSummaries onlyHow Global Networks Are Reshaping Startup Success
The a16z Show· Aug 20, 2026
Elena Burger is joined by a16z’s Angela Strange and Gabriel Vasquez to discuss the rise of the "borderless founder": entrepreneurs who bring the networks and insights of their home markets together with the talent, capit…
ai- Intelligent Report
Ben Horowitz - Backing America’s Future
Invest Like the Best with Patrick O'Shaughnessy· Feb 3, 2026
A16Z co-founder Ben Horowitz on Andy Grove's management lessons, why culture is actions not ideas, funding Las Vegas police tech that cut crime 50%, and America's AI moment as the new Industrial Revolution.
investing - StandardSummaries only
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation
The a16z Show· May 27, 2026
In 1990, Marc Rowan walked out of Drexel with his belongings in a cardboard box. Within a year, Apollo was managing $6 billion. David Haber speaks with Marc Rowan, Cofounder, CEO, and Chair of Apollo Global Management, a…
StandardSummaries onlyEp45 Offshore wind in 2023 and beyond, ft Mark Hutchison, GWEC
The Asia Climate Finance Podcast· Mark Hutchison· May 2, 2024
Comments/ideas: ACFpod@outlook.comThe world’s offshore wind installed capacity reached 117 gigawatts in 2023, up 50% over 2022. It is projected to reach 320 GW by 2030. We discuss with Asia energy markets veteran Mark Hu…
investingmanagement- StandardSummaries only
Ep61 Asia's energy transition: where private capital sees value, ft Luke Edwards, Brookfield
The Asia Climate Finance Podcast· Luke Edwards· Mar 26, 2025
Comments/ideas: ACFpod@outlook.comAsia is at the heart of the global energy transition, presenting a once-in-a-generation investment opportunity. In this episode, Luke Edwards of Brookfield discusses the crucial role of …
investingmanagement - Intelligent Report
11AM Hour: Vista Equity Partners CEO Robert Smith, Honeywell Aerospace CEO Ahead of Spinoff & Medtronic CEO on Earnings 6/3/26
Squawk on the Street· Jun 4, 2026
M&A veteran Paul Taubman tempers deal-making optimism, Vista's Robert Smith unveils low-cost AI inference infrastructure, and Space X targets a record-shattering $75B IPO as markets navigate Iran tensions and alt-manager…
inferenceinvesting 
StandardSummaries only#2501 - Marc Andreessen
The Joe Rogan Experience· Marc Andreessen· May 19, 2026
Marc Andreessen joins Joe Rogan to break down Austin's teen crime spree, AI surveillance tech, California's radical wealth tax proposal, and why major cities are driving out the very people funding them.
ai- StandardSummaries only
Ep86 How China is Building a Global Carbon Market with Jeff Huang, AEX Holdings
The Asia Climate Finance Podcast· Jeff Huang· Jun 9, 2026
Comments/ideas: ACFpod@outlook.comChina's carbon market is already the world's largest, and it's about to get far more complex. Leading market expert Jeff Huang has a front-row seat to what's coming: absolute emissions c…
investingmanagement - StandardSummaries only
Ep86 How China is Building a Global Carbon Market with Jeff Huang, AEX Markets
The Asia Climate Finance Podcast· Jeff Huang· Jun 9, 2026
Comments/ideas: ACFpod@outlook.comChina's carbon market is already the world's largest, and it's about to get far more complex. Leading market expert Jeff Huang has a front-row seat to what's coming: absolute emissions c…
investingmanagement 
StandardSummaries onlyDelhi protests, Trump's Russia diesel deal and Panama quake
Reuters World News· Oct 10, 2026
A loud blast at Riyadh airport has prompted evacuations. India's capital is under lockdown after authorities detained a youth protest leader ahead of major anti-government rally. President Donald Trump has praised Vladim…
- Intelligent Report
11AM Hour: Pretium Co-President on New Housing Law, Anthony Pompliano on Personal Finance AI Agent & Elon Musk vs. Sam Altman 7/13/26
Squawk on the Street· Jul 13, 2026
Chips sell off on SK Hynix fears, Apple sues OpenAI sparking Musk-Altman drama, housing affordability bill becomes law, Trump's Hormuz blockade jolts oil markets, and ProCap's Pompliano touts AI finance agent Sylvia hitt…
openaiagentsinvesting - Intelligent Report
10AM Hour - Mastercard CEO, Ferrari’s First Fully Electric Model, Pope Leo’s AI Warning 5/26/26
Squawk on the Street· May 26, 2026
Mastercard CEO on consumer spending & agentic commerce, Anthropic's explosive growth amid papal AI warnings, Ferrari's $640K electric debut disappoints, and Iran deal hopes lift markets.
anthropicai-regulationinvesting 
StandardSummaries onlyDelhi protests, Trump's Russia diesel deal and Panama quake
Reuters World News· Oct 10, 2026
A loud blast at Riyadh airport has prompted evacuations. India's capital is under lockdown after authorities detained a youth protest leader ahead of major anti-government rally. President Donald Trump has praised Vladim…
daily- Intelligent Report
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
All-In with Chamath, Jason, Sacks & Friedberg· Jun 7, 2026
Forge CEO, Atreides CIO Gavin Baker, and Brad Gerstner debate the secondary market boom, why great companies stay private too long, retail investor risks, and share their top private market picks.
openaianthropicagentsai-regulation - Intelligent Report
9AM Hour: SpaceX IPO Details, "Greed" and the Markets, Private Credit Stocks Slide 6/3/26
Squawk on the Street· Jun 3, 2026
SpaceX targets a record $75B IPO at $135/share, markets chase a 10th straight winning week, private credit fears resurface, and Cramer warns retail investors about market orders on IPO day.
aiinvesting - StandardSummaries only
Travis Kalanick & Michael Dell Live from Austin, Texas
All-In with Chamath, Jason, Sacks & Friedberg· Mar 17, 2026
(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on (5:52) How to automate the physical world, markets to go after (11:00) Return to self-driving: Tesla, Waymo, and the autonomous race (16:…
- Intelligent Report
Yields Fall on Treasury Decision, OpenAI-Anthropic Revenue Race, Moderna Soars 100% 8/19/26
Squawk on the Street· Aug 19, 2026
Markets snap a 3-day losing streak as Treasury doubles bond buybacks, Moderna soars 92% on melanoma vaccine trial results, and Google issues Marvell warrants tied to a potential $120B revenue opportunity.
openaianthropicinvesting 
StandardSummaries only20VC: Thrive & OpenAI Partnership | Eventbrite Acquired for $500M | Databricks Raising $5BN at $134BN Valuation: Cheap or Not? | Why SaaS is Like Japan and The TAM Trap in Software
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Dec 4, 2025
AGENDA: 04:20 Thrive and OpenAI Partnership 07:14 Databricks Raising $5BN at $134BN Valuation: Cheap or Not? 17:39 Eventbrite Acquired by Bending Spoons for $500M 21:39 Pagerduty's $1BN Market Cap, Just 2x Revenue 26:59 …
openaiinvesting- StandardSummaries only
Paul Tudor Jones - Lessons From 50 Years in Markets
Invest Like the Best with Patrick O'Shaughnessy· Apr 28, 2026
My guest today is Paul Tudor Jones. Paul is the founder of Tudor Investment Corporation and one of the greatest macro traders of all time, known for calling and profiting from the 1987 crash and compounding capital at ex…
investing 
StandardSummaries onlyAmazon Devs "tokenmaxxing", SpaceX & Google Collab, Anthropic Legal Fight
The Jaeden Schafer Podcast· May 12, 2026
Orbital AI data centers, Anthropic vs. legal AI startups, Amazon's token-maxing scandal, celebrity AI consent registry, and SpaceX's $1.75T IPO pitch all collide in today's wild AI news roundup.
anthropic- StandardSummaries only
Jeremy Giffon - The Billion Dollar PDF
Invest Like the Best with Patrick O'Shaughnessy· Jul 7, 2026
My guest today is Jeremy Giffon. Jeremy has been on the show before as one of our most popular guests, and this conversation is every bit as enjoyable as the first. Over the last 18 months, Jeremy has had hundreds of con…
investing - Intelligent Report
20VC: Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO: The Breakdown | Ramp's $40BN Latest Valuation | Hubspot Tanks, Monday Rockets: WTF is Happening in Public Markets
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 14, 2026
Anthropic's SpaceX deal, $200B Google commit, Cerebras IPO frenzy, Ramp's $40B raise, and why HubSpot crashed while Monday soared—plus ZoomInfo's brutal AI reckoning.
anthropicinvesting - Intelligent Report
10AM Hour: Treasury Secretary Scott Bessent from the G20 8/31/26
Squawk on the Street· Aug 31, 2026
Treasury Secretary Bessent defends bond market strategy & Iran sanctions at G20, Fed Chair Warsh signals possible rate hike, and OpenAI hits $1B ad revenue as AI investment reshapes markets.
openaiai-regulationinvesting - Intelligent Report
9am Hour: Nvidia Jumps Into the PC Market, Softbank's Masa Son on $80B+ AI Investment, Faber at Stargate's Data Center 6/1/26
Squawk on the Street· Jun 1, 2026
Faber reports live from Stargate's Michigan data center as Masa Son calls AI 50x bigger than dot-com, Nvidia enters PCs, Berkshire buys Taylor Morrison, and markets eye a 10th straight weekly gain.
openaiinvesting - Intelligent Report
10AM Hour: New AI Safety Warnings, MongoDB Interim CEO, Alaska Air Group CEO 9/29/26
Squawk on the Street· Sep 29, 2026
Squawk on the Street covers Anthropic's IPO prospectus warning of AI existential risks, MongoDB's surprise CEO departure, Alaska Airlines' investor day, rising Treasury yields hitting 5.25%, and weak consumer confidence …
openaianthropicinvesting - Intelligent Report
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
All-In with Chamath, Jason, Sacks & Friedberg· May 1, 2026
OpenAI misses user and revenue targets, $725B in hyperscaler CapEx shocks markets, Musk vs. Altman trial heats up with Brockman's diary bombshell, and AI agents delete production databases.
openaianthropic - Intelligent Report
9AM HOUR: U.S.-Iran Effect on Markets, Chevron-Microsoft AI Power Deal, Greenspan Dies at 100 6/22/26
Squawk on the Street· Jun 22, 2026
Markets open higher on Iran talk progress, Alan Greenspan dies at 100, Microsoft announces massive Texas data center deal with Chevron and GE Vernova, and Goldman cuts US recession odds to 15%.
anthropicinvesting - Intelligent Report
10AM Hour: Remembering 9/11, Oracle Earnings Reaction, Situational Awareness Returns to Public Markets 9/11/26
Squawk on the Street· Sep 11, 2026
On the 25th anniversary of 9/11, Squawk on the Street covers a hotter-than-expected CPI fueling Fed rate hike bets, Oracle's AI-driven earnings surge, Leopold Aschenbrenner's return to markets, and tributes from those wh…
investing - Intelligent Report
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Lucas Swisher· Feb 23, 2026
In this episode of 20VC, Harry Stebbings interviews Lucas Swisher from CO2 about the intricacies of venture capital, discussing the importance of market size, the dynamics of public vs. private investments, and the evolv…
openaianthropicinvesting - Intelligent Report
10AM Hour: Brookfield CEO on Data Centers, Yen Intervention, Potential Pharma Mega-Deal 8/3/26
Squawk on the Street· Aug 3, 2026
Brookfield's Bruce Flatt on a $100B Kentucky data center campus, the US-Japan yen intervention, surging ISM manufacturing data, oil's drop as Iran talks resume, and a potential AstraZeneca-Bristol Myers megadeal.
artificial-intelligenceinvesting - StandardSummaries only
Ep62 Audio Blog: US Policy Shakeup: A Global Clean Energy Shift? ft Joseph Jacobelli, Bourne Impact Capital
The Asia Climate Finance Podcast· Joseph Jacobelli· Apr 20, 2025
Comments/ideas: ACFpod@outlook.comIn this special audio blog, host Joseph Jacobelli dives into the seismic shifts in US clean energy policy under the new administration. Discover how these changes are introducing uncerta…
investingmanagement - Intelligent Report
11AM Hour: Revolution Medicines CEO on Drug Approval, Nvidia Rallies on Earnings & Synopsys CEO 8/27/26
Squawk on the Street· Aug 27, 2026
Nvidia's blowout quarter dominates markets as analysts debate supply bottlenecks, vendor financing risks, and a $300 price target; plus FDA approves Revolution Medicines' pancreatic cancer pill and Fed hawks signal possi…
investing
