Results for "infrastructure investing"
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49 results
Episodes
StandardSummaries onlyMKP Joburg Mayor candidate Bongani Baloyi: 2026 election, SA economy, coalitions, Zuma, DA
SMWX· Oct 8, 2026
Bongani Baloyi returns to SMWX for a conversation about his campaign to become Johannesburg’s mayor. He outlines his “one city, two plans” approach to stabilising municipal finances and restoring basic services before dr…
StandardSummaries onlyEp65 Financing strategies for Asia’s energy transition, ft Srini Nagarajan, British International Investment
The Asia Climate Finance Podcast· Srini Nagarajan· Jun 22, 2025
Comments/ideas: ACFpod@outlook.comIn this episode, Joseph converses with Srini Nagarajan, who heads Asia for British International Investment (BII). BII is the UK’s development finance institution. It is focused on inves…
investingmanagement
StandardSummaries onlyBitter Lessons in Venture vs Growth: Anthropic vs OpenAI, Noam Shazeer, World Labs, Thinking Machines, Cursor, ASIC Economics — Martin Casado & Sarah Wang of a16z
Latent Space: The AI Engineer Podcast· Feb 19, 2026
Tickets for AIEi Miami and AIE Europe are live, with first wave speakers announced!From pioneering software-defined networking to backing many of the most aggressive AI model companies of this cycle, Martin Casado and Sa…
openaianthropic- 🎙️StandardSummaries only
China's AI Revolution: Mass Adoption & Global Impact
Global News Today | 2 Min News | The Daily News Now!· May 6, 2026
China's 600M+ generative AI users are turning the country into the world's largest real-time AI testing ground, closing the gap with US models and reshaping global adoption.
agentsgenerative-aidaily - StandardSummaries only
Ep58 A corporate leader driving Asia’s energy transition, ft. Giorgio Fortunato, Google
The Asia Climate Finance Podcast· Girogio Fortunato· Jan 22, 2025
Comments/ideas: ACFpod@outlook.comThis episode features Giorgio Fortunato who leads Clean Energy and Power at Google in Asia Pacific. He outlines Google's dedication to clean energy, including its ambitious 24/7 carbon-f…
investingmanagement 
StandardSummaries onlyWhere Brad Gerstner Is Investing Billions
TBPN· May 29, 2026
This is our full conversation with Brad Gerstner, recorded live on TBPN.We discuss why he believes the AI boom is still in its early innings, how companies like Anthropic, Nvidia, and Snowflake are benefiting from the AI…
anthropic- StandardSummaries only
Ep56 Clean energy investing: Asia's transition, ft Gavin Adda, Peak Energy
The Asia Climate Finance Podcast· Gavin Adda· Dec 13, 2024
Comments/ideas: ACFpod@outlook.comIn this episode, we delve into the world of climate business, climate finance, and the energy transition in the Asia Pacific region, as seen through the lens of a major investor. Our gue…
investingmanagement 
StandardSummaries onlyBezos to Raise $100B for AI and Nvidia's Challenges
The Jaeden Schafer Podcast· Mar 23, 2026
Understanding the shifting dynamics in AI technology and compensation strategies is crucial for businesses to remain competitive and make informed decisions about investing in AI infrastructure and talent.
agents
StandardSummaries onlyConnor Teskey: The 90% Rule, AI Infrastructure, and the Future of Investing
The Knowledge Project· Connor Teskey· Mar 17, 2026
Connor Teskey is the CEO of Brookfield Asset Management, one of the world’s largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit. In this exclusive in…
aisocietyculture- StandardSummaries only
Ep67 Australia's Green Hydrogen Reality Check, ft Nick Smith, Global Decarbonisation Advisory
The Asia Climate Finance Podcast· Nick Smith· Jul 30, 2025
Comments/ideas: ACFpod@outlook.comThis episode dives deep into Australia's position as an emerging leader in the green hydrogen market, exploring both the immense potential and current challenges facing the industry. Nic…
investingmanagement - StandardSummaries only
Top CEO: The 90% Rule, AI Infrastructure, and the Future of Investing | Connor Teskey
The Knowledge Project· Connor Teskey· Mar 17, 2026
Connor Teskey is the CEO of Brookfield Asset Management, one of the world’s largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit. In this exclusive in…
aisocietyculture 
Intelligent Report10AM Hour: OpenAI’s IPO Timeline, SpaceX’s Next Catalyst, CEO of AI Infrastructure Company Coherent 6/26/26
Squawk on the Street· Jun 26, 2026
Tech selloff deepens as OpenAI delays IPO plans, SpaceX hits two-week mark, Ed Yardeni sees earnings strength amid market fatigue, and AI infrastructure demand shows no signs of slowing.
openaiinvesting- StandardSummaries only
9AM HOUR: Anthropic and the $63B AI Debt Deal, Nvidia and AMD Bet on Meta, Boeing CEO Exclusive 10/27/26
Squawk on the Street· Oct 27, 2026
One day after Anthropic unveiled its IPO filing and set the stage for a massive public debut, Carl Quintanilla, Jim Cramer and David Faber delved into new developments involving the AI trade: A $63 billion dollar AI debt…
anthropicinvesting 
Intelligent Report20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It & more with Roman Chernin
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Roman Chernin· Jun 8, 2026
Nebius co-founder Roman Chernin breaks down the AI infrastructure race, why consolidation is his biggest threat, and how a diversified customer stack beats raw capacity every time.
openaianthropicinvesting- StandardSummaries only
Ep73 Planetary Health and Climate Finance: AIIB’s Vision, ft Vera Siesjö, Asian Infrastructure Investment Bank
The Asia Climate Finance Podcast· Vera Siesjö· Nov 13, 2025
Comments/ideas: ACFpod@outlook.comExplore the powerful links between climate, health, and development. Hear from Dr Vera Siesjö how the Asia Infrastructure Investment Bank is tackling health challenges in Asia and beyond…
investingmanagement - StandardSummaries only
Ep68 Bridging the Climate Finance Gap: VC Trends in APAC, ft Toby Chan, Audacy
The Asia Climate Finance Podcast· Toby Chan· Aug 28, 2025
Comments/ideas: ACFpod@outlook.comJoseph Jacobelli and Toby Chan unpack the dynamic landscape of climate tech investing in Asia. The discussion highlights current VC trends, financing gaps, and the transition from emergi…
investingmanagement - StandardSummaries only
Ep76 2025 Wrap: The Forces Reshaping Asia’s Energy Transition
The Asia Climate Finance Podcast· Joseph Jacobelli· Jan 8, 2026
Comments/ideas: ACFpod@outlook.comThis special year‑end episode of Asia Climate Finance unpacks the three defining themes that shaped the energy transition in 2025. Joseph Jacobelli explores the ratchet effect driving un…
aiinvestingmanagement - 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
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 - Intelligent Report
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Andrew Feldman· May 26, 2026
Cerebras CEO Andrew Feldman breaks down why AI infrastructure demand is outpacing supply, why memory shortages will last years, and how 800 millionaires were made on IPO day.
openaianthropicinvesting - StandardSummaries only
Ep72 MDB Insights: Financing Nature-Based Solutions, ft Erik Berglof & JP Thia, Asian Infrastructure Investment Bank
The Asia Climate Finance Podcast· Erik Berglof· Oct 30, 2025
Comments/ideas: ACFpod@outlook.comDiscover how nature itself is becoming the new infrastructure shaping our future. In this episode, experts from the Asian Infrastructure Investment Bank reveal how wetlands, mangroves, a…
investingmanagement - StandardSummaries only
SOTS 2nd Hour: Fmr. Defense Sec. Talks Iran, Wall Street's Week Ahead, & LIVE: CBOE CEO 4/6/26
Squawk on the Street· Apr 6, 2026
Today: Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with fresh data, news on the President's "Trump Accounts" efforts, and a look at a make-or-break week ahead before getting HSBC's take on what it a…
investing - StandardSummaries only
Ep92 Green Swans: Climate Risk and Financial Stability with Frederic Samama, S&P Global
The Asia Climate Finance Podcast· Frédéric Samama· Sep 16, 2026
Comments/ideas: ACFpod@outlook.comWhy do we act on almost every crisis except climate change? In this episode, Frederic Samama, pioneer of the first low-carbon indices and co-author of the BIS Green Swan report, unpacks …
investingmanagement - Intelligent Report
20VC: OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Should Openrouter Sell & Value in the Routing Layer? | Stripe Buying Paypal: What You Need to Know
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 23, 2026
Rory O'Driscoll & Jason Lemkin break down China's new frontier models, why now may be the perfect time for OpenRouter to sell, Fireworks' $1.5B raise, and whether Stripe can pull off a PayPal takeover.
openaianthropicinvesting - Intelligent Report
20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 11, 2026
Glean founder Arvind Jain debates Harry on AI ROI, frontier model commoditization, open source's rise, Microsoft bundling, shrinking teams, and why being a CEO means never being happy.
openaianthropicinvesting 
StandardSummaries onlyAmazon Web Services
Acquired· Ben Gilbert· Sep 6, 2022
So, how DID an online book retailer end up building the infrastructure layer that powers the entire internet? (Or at least 39% of it, per latest market share data.) While many myths, legends, and some downright falsehood…
anthropicinvesting
StandardSummaries onlyBrookfield’s Big Drop, Starbucks' Return & Shell’s Strategy | Dividend Talk Ep. 294
Dividend Talk· May 2, 2026
We break down a "full-packed session" of earnings and acquisitions.Brookfield Infrastructure (BIPC):A double-digit drop post-earnings. Derek explains the "paper loss" on hedges and the potential BIP/BIPC merger complexit…
investing- StandardSummaries only
10AM Hour: Bob Iger, Josh Kushner to Buy Lakers, Goldman’s First Reaction to CPI, Lumentum CEO on Earnings 8/12/26
Squawk on the Street· Aug 12, 2026
Former Disney CEO Bob Iger and Thrive Capital founder Josh Kushner are set to buy the Los Angeles Lakers, marking a major shakeup for one of sports’ most valuable franchises. Then Goldman Sachs Chief U.S. Economist David…
aiinvesting 
Intelligent ReportOpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
All-In with Chamath, Jason, Sacks & Friedberg· Jun 2, 2026
OpenAI CFO Sarah Fryer breaks down the $122B raise, compute scarcity, the ad strategy, IPO timing, and why staying closest to the customer is the only game that matters.
openaianthropicagents
StandardSummaries onlyGabe Stengel - Building Investing Superintelligence
Invest Like the Best with Patrick O'Shaughnessy· Sep 22, 2026
Gabe Stengel is the co-founder and CEO of Rogo, the AI platform for finance. He believes the best investors will spend the next several years reinventing their firms around AI, and Rogo is trying to build the infrastruct…
aiinvesting- StandardSummaries only
"Ceasefire Rally" and Beyond, Meta-CoreWeave $21B AI Deal, McCormick CEO "First on CNBC" 4/9/26
Squawk on the Street· Apr 9, 2026
arl Quintanilla, Jim Cramer and David Faber discussed market reaction to the latest developments regarding the U.S.-Iran two-week ceasefire, one day after stocks' huge rally and the plunge in crude oil prices. Shares of …
aiinvesting - 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.
agentsinvesting - Intelligent Report
Beating the Market: Connor Teskey, CEO Brookfield Asset Management
The Knowledge Project· Mar 17, 2026
Brookfield's Connor Teskey breaks down how one of the world's largest alternative asset managers deploys capital across infrastructure, renewables, and AI data centers while obsessing over downside protection and long-te…
investing - StandardSummaries only
10AM Hour: Iran's Economic "D-Day", Druckenmiller's Warning, & Checking on the AI Buildout 8/25/26
Squawk on the Street· Aug 25, 2026
Top of the hour - hear CNBC's breakdown of Consumer Confidence and New Home Sales data, alongside the latest out of Washington as Iran vows retaliation after the U.S. widened its 'Economic D-Day' sanctions... Plus: JPMor…
aiinvesting - StandardSummaries only
Dylan Patel - Inside the Trillion-Dollar AI Buildout
Invest Like the Best with Patrick O'Shaughnessy· Sep 30, 2025
My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data c…
openaiinvesting - StandardSummaries only
9am Hour: Nvidia’s $500B Partnership, The Fate of Hormuz, Intel Upsizes Stock Offering 8/11/26
Squawk on the Street· Aug 11, 2026
Carl Quintanilla, Jim Cramer, and David Faber broke down the impact of Nvidia’s massive $500 billion AI infrastructure partnership with six Wall Street giants, including Goldman Sachs, BlackRock, and Apollo. Also in tech…
aiinvesting 
StandardSummaries onlyTechCheck Takes: China’s next breakthrough moment is in AI hardware 1/28/26
TechCheck· Jan 28, 2026
China’s next AI shock isn’t another DeepSeek-style model. It’s hardware.After DeepSeek proved China could compete under constraints, that approach is moving from software to chips, power, and infrastructure. Instead of c…
aiinvestingmanagement- StandardSummaries only
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints
Invest Like the Best with Patrick O'Shaughnessy· Apr 23, 2026
This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and dema…
anthropicinvesting - StandardSummaries only
10AM 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 only
Matthew Smith — How America Runs Out of Natural Gas by 2030
Invest Like the Best with Patrick O'Shaughnessy· Jul 21, 2026
My guest today is Matthew Smith. Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure. For the last 18 months he and his…
aiinvesting - Intelligent Report
9am Hour: OpenAI Urges Caution, Qualcomm & Amazon Partnership, Novartis’ Drug Trial Setbacks 9/8/26
Squawk on the Street· Sep 8, 2026
Jim Cramer kicks off post-Labor Day with AI warnings from OpenAI's chief scientist, Qualcomm's Amazon deal, Oracle earnings ahead, and why he's still joyous about the AI industrial revolution despite the alarm bells.
openaiinvesting - Intelligent Report
Google Part III: The AI Company
Acquired· Ben Gilbert· Oct 6, 2025
Google invented the transformer, hired every AI pioneer, and still faces the ultimate innovator's dilemma — this is the untold story of how an AI company accidentally became a search company that forgot it was an AI comp…
openaianthropicgoogle-aitransformers - StandardSummaries only
10AM Hour: SpaceX Falls for First Time, HPE CEO on Nvidia Partnership, U.S. Oil Reserves at Lowest Level Since 1983 6/17/26
Squawk on the Street· Jun 17, 2026
SpaceX shares trade lower for the first time since the company’s public debut, raising questions about what comes next. We break down what the options market is signaling about investor expectations for the stock. Plus, …
aiinvesting - StandardSummaries only
20VC: Leo Aschenbrenner's Largest Holding: Inside the $90BN Bloom Energy | Why Electricity, Not AI Models, Will Decide the Winners of the AI Race | Why We Are Not in an AI Capex Bubble | Energy Sovereignty and The Future of Power with KR Sridhar
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 29, 2026
KR Sridhar is the Founder and CEO of Bloom Energy, the distributed power company powering the AI revolution. Under his leadership, Bloom has grown to a market cap of approximately $93 billion, with revenue surpassing $2 …
aiinvesting - StandardSummaries only
Zach Dell - Powering the Future
Invest Like the Best with Patrick O'Shaughnessy· Jul 22, 2025
My guest today is Zach Dell. Zach is the co-founder and CEO of Base Power Company. Base is a modern power company building a reliable and affordable home energy service powered by distributed batteries. We explore one of…
aiinvesting - StandardSummaries only
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Apr 30, 2026
AGENDA: 00:00 $45B Floods into Anthropic from Google & Amazon 05:10 OpenAI Misses Growth Targets — Is This a Real Problem? 08:40 The Rise of AI Agents: Why Humans No Longer Pick Models 12:05 "Compute ≠ Revenue": The Firs…
openaianthropicagentsinvesting - Intelligent Report
20VC: SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR | Lovable Hits $500M ARR | Founders Revolt Against VCs: The Fundraising Horror Stories Going Viral
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 11, 2026
SpaceX's $1.77T IPO, OpenAI filing confidentially, Uber cutting HR, Ramp at $44B, and why lean AI-native startups may permanently shrink the workforce—Rory, Jason, and Harry break it all down.
openaigoogle-aiinvesting - Intelligent Report
20VC: Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 16, 2026
Apple sues OpenAI for trade secrets, Meta launches Llama Spark 1.1 with aggressive pricing, and SK Hynix hits NASDAQ — plus why late-stage venture is eating early-stage alive.
openaianthropicinvesting - Intelligent Report
Brookfield CEO: AI Bubble, Opportunities, and Risk | Connor Teskey
The Knowledge Project· Connor Teskey· Mar 17, 2026
Brookfield's Connor Teskey breaks down how a trillion-dollar firm thinks about de-risking deals, building culture, deploying AI across 500 companies, and why liquidity is always undervalued until you desperately need it.
aisocietyculture