Results for "cost of capital"

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8 results

Episodes

Intelligent Report
10AM Hour: AI Trade Comes Under Fire, Bending Spoons CEO on Berkshire Investment, New Anthropic Revenue Numbers 10/15/26
Squawk on the Street· Oct 15, 2026
AI funding concerns mount as tech bond issuance drops, DRAM stocks hit a losing streak, Anthropic preps for IPO, and data centers spark political backlash ahead of midterms.
Anthropic OpenAI Broadcom SpaceX Core Weave
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.
Scott Bessent Kevin Warsh Stanley Druckenmiller Torsten Slok David Solomon
openaiai-regulationinvesting
Intelligent Report
SpaceX Pounces On Cursor
Tech Brew Ride Home· Jun 16, 2026
SpaceX acquires Cursor for $60B as its IPO stock surges 20%; OpenAI burns $34B with a $39B net loss; Anthropic's White House standoff deepens; OpenRouter's Fusion beats frontier models by combining them.
SpaceX Cursor xAI Elon Musk OpenAI
openaianthropic
Intelligent Report
The 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.
David Sacks Chamath Palihapitiya David Friedberg Jason Calacanis Anthropic
openaianthropic
Intelligent Report
20VC: Five Predictions for a World of Agents | The Ads Business Model Will Die | Biggest Lessons from Working with Elon Musk at Twitter with Parag Agrawal, Parallel
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 26, 2026
Parallel founder Parag Agrawal on why agents will search the web 1000x more than humans, why ads are dead in an agentic world, and why wealth inequality may already be too extreme.
Parag Agrawal Parallel Vinod Khosla Andrew Reed Josh Kopelman
agentsinvesting
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…
Paul Taubman PJT Partners Robert Smith Vista Equity Partners Vector Core Compute
inferenceinvesting
StandardSummaries only
Ep85 Sustainable Aviation Fuel’s Supply Chain Gap with Tan Chong Yee, Flyoro
The Asia Climate Finance Podcast· Chong Yee Tan· May 27, 2026
Comments/ideas: ACFpod@outlook.comIn this episode, Tan Chong Yee, Chief Financial Officer of FlyORO Technologies, joins us to unpack the critical logistics and funding mechanisms needed to scale sustainable aviation fuel…
investingmanagement
StandardSummaries only
Faithful Prophet and People, Jeremiah 26, OT S1:E512
The Family Bible Journey Podcast· Jun 5, 2026
Jeremiah is here imprisoned and faces capital punishment, is threatened with death, for preaching the truth. Here we see that often the godly suffer at the hands of the godless. Jeremiah is a great encouragement to those…
religion