Podcast Alpha
Sharp, high-signal breakdowns of the world’s best episodes - key ideas, trends, and investment insights distilled for busy minds.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 360 | Founded | 6 months ago | Last Issue | 7 days ago |
| Active | |||||
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podcastalpha.substack.comLatest Issues
Steve Eisman: Nvidia, Oracle, and the Hyperscalers Are Betting on Two Labs
70% of hyperscaler AI revenue goes to two cash-burning labs, Anthropic and OpenAI.
70% of hyperscaler AI revenue goes to two cash-burning labs, Anthropic and OpenAI. Steve @ 0:57
Thema's Photonics Bet: Copper Is Running Out, and the Laser Is the Chokepoint
Copper is running out of steam inside AI data centers, and the scarce part of the optical fix is not the wafer.
Copper is running out of steam inside AI data centers, and the scarce part of the optical fix is not the wafer. Thema, a Europe...
Netflix Grew Engagement 2%, and Its Co-CEO Says That Is Too Slow
Netflix grew engagement 2% in its last report.
Netflix grew engagement 2% in its last report. Co-CEO Ted Sarandos says that is slower than he wants. Ted @ 2:31
David George on AI Demand, Consumer Bets, and Where the Money Lands
Frontier labs hold 95 percent of AI dollars. David says every new gigawatt of capacity still gets used. David @ 4:41
Frontier labs hold 95 percent of AI dollars. David says every new gigawatt of capacity still gets used. David @ 4:41
Jordi Visser: Rates Are a Reset, Tech Owns the Index, and Crypto Gets the Q4 Bid
Jordi Visser says the AI trade ignores interest rates, and that frontier AI labs keep growing even as tokens get cheaper.
Jordi Visser says the AI trade ignores interest rates, and that frontier AI labs keep growing even as tokens get chea...
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Masterclass for financial podcasts. We distill the world’s best episodes into sharp, high-signal breakdowns of key ideas, trends, and strategic insights. Pure alpha for busy minds. Subscribe and stay ahead.
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