Results for "infrastructure investing"
Keyword scan across titles, descriptions, summaries, and tags. For interview listings, try Guest appearances.
49 results
Episodes
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 onlyChina'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
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 - 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 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
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 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 
StandardSummaries onlyDylan 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 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 - 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
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…
societyculture - Intelligent Report
10AM Hour: Jobs Report Analysis, An AI Bull-Bear Debate, & Chip Volatility 7/2/26
Squawk on the Street· Jul 2, 2026
Squawk on the Street breaks down a soft June jobs report, Goldman's macro outlook, a bearish take on OpenAI and Anthropic's finances, record beef prices ahead of July 4th, and SpaceX joining the Nasdaq 100.
openaianthropicinvesting - Intelligent Report
9AM Hour - Markets Extend Record Run, Micron Scores an AI Trade Triple, SpaceX IPO Watch: Stocks in Rocket Mode 5/26/26
Squawk on the Street· May 26, 2026
Cramer and Faber debate AI's unstoppable momentum, Micron's surging price targets, SpaceX's historic IPO, and whether tech giants like Microsoft are becoming irrelevant as Anthropic's growth shows signs of slowing.
anthropicai-regulationinvesting - Intelligent Report
Etched - Building AI Hardware to Make Inference Faster and Cheaper
Invest Like the Best with Patrick O'Shaughnessy· Jun 30, 2026
Etched founders Gavin Uberti and Rob Laakin explain how two college dropouts built a first-attempt working AI inference chip that outperforms Nvidia by targeting voltage, memory bandwidth, and cluster-scale latency no on…
openaiinferenceinvesting - 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
Stocks Extend Record Run, Arm CEO "First on CNBC," Anthropic's 80-Fold Growth 5/7/26
Squawk on the Street· May 7, 2026
S&P targets 7,400 amid Iran deal hopes; ARM CEO on trillion-dollar potential; consumer weakness hits McDonald's, Whirlpool; Anthropic's 80x growth stuns; SpaceX compute deal raises eyebrows.
anthropicinvesting - Intelligent Report
20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 18, 2026
SpaceX's $2.7T IPO, Anthropic's government ban, Salesforce's $3.6B Fin acquisition, and why any liquidity for pre-AI SaaS companies is top-decile performance—Benchmark GP Everett Randall joins to break it all down.
anthropicmistralinvesting - Intelligent Report
Stocks' AI-Fueled Run-Up, OpenAI-Microsoft Partnership Revamp, "Musk vs. Altman" Heads to Trial 4/27/26
Squawk on the Street· Apr 27, 2026
AI stocks hit record highs as Nvidia tops $5T, OpenAI rewrites its Microsoft deal, and Related Digital secures $16B to build Oracle's Michigan data center ahead of the Musk-Altman trial.
openaiinvesting - Intelligent Report
9am Hour: Tech After the Sell-Off, OpenAI-Broadcom AI Chip Unveil, WTI Crude Falls Below $70 6/24/26
Squawk on the Street· Jun 24, 2026
CNBC Squawk on the Street covers tech volatility, OpenAI's new Broadcom chip, Micron earnings preview, oil price drops, GE Vernova's turbine demand, and SpaceX's record bond offering.
openaiinvesting - Intelligent Report
10AM Hour: Twilio CEO, AI’s Accuracy Problem, Apollo Face Private Credit Withdrawal Requests 6/23/26
Squawk on the Street· Jun 23, 2026
Tech stocks tumble as chip and AI names sell off; analysts debate whether the AI trade is overextended, enterprise adoption lags spending, and Campbell Brown warns AI accuracy needs independent oversight.
artificial-intelligenceinvesting - Intelligent Report
10AM Hour: Exclusive with Palantir CEO Alex Karp, Chip Stocks Under Pressure 6/10/26
Squawk on the Street· Jun 10, 2026
Palantir CEO Alex Karp defends his company against AI rivals, markets navigate tech volatility and US-Iran military escalation, plus Oracle earnings anticipation and Supermicro's $7B financing plan.
investing - Intelligent Report
Report on OpenAI Revenue Hits the Chips, Musk vs. Altman Day 2, Earnings Parade Heats Up 4/28/26
Squawk on the Street· Apr 28, 2026
Cramer and crew debate a WSJ report questioning OpenAI's revenue targets, weigh old-economy earnings from Coke, GM, and UPS, and track rising oil prices as the UAE exits OPEC.
openaiinvesting - Intelligent Report
War Impact on Inflation, Bessent and Powell Meeting With Bank CEOs About AI Risks, CoreWeave CEO "First on CNBC" 4/10/26
Squawk on the Street· Apr 10, 2026
Jim Cramer and the CNBC team discuss market trends, the impact of tariffs on CPI, the rise of neurosymbolic AI in business, and Core Weave's new deals with Anthropic and Meta, while analyzing the potential risks and oppo…
anthropicinvesting - Intelligent Report
9am Hour: AI Trade: Alphabet's $80B Capital Raise, Huang's "Trillion-Dollar" Comment Boosts Marvell, HPE Surges 6/2/26
Squawk on the Street· Jun 2, 2026
Cramer and Faber dissect Alphabet's $80B equity raise, Jensen Huang's trillion-dollar Marvell blessing, Sam Altman's AI confidence, and a surprise White House intelligence appointment.
openaiinvesting - Intelligent Report
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 28, 2026
Anthropic laps OpenAI in revenue growth, SpaceX drops a wild S1 worth debating, Nvidia prints $56B profit in a quarter, and AI layoffs accelerate—Jason & Rory break it all down.
openaianthropicinvesting
