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 | 375 | Founded | 7 months ago | Last Issue | 4 days ago |
| Active | |||||
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podcastalpha.substack.comLatest Issues
Nebius's Moat Is NVIDIA's Chip Shortage, and the Clock Is Running
Nebius’s CTO says AWS could out-price every neocloud (GPU rental startup) in the room tomorrow.
Nebius’s CTO says AWS could out-price every neocloud (GPU rental startup) in the room tomorrow. It just doesn’t have the chips to bother.
All-In: Anthropic's S-1 Shocker, Google's $500B Wipeout, and the Risk Nobody's Pricing
Anthropic’s S-1 shows an $80 billion loss right on its face.
Anthropic’s S-1 shows an $80 billion loss right on its face. Every All-In host dismisses it as fiction.
David Vélez: Nubank's Next Target Is the $600 Billion Sitting in Zero-Yield US Bank Accounts
Nubank serves 140 million customers with 10,000 employees. Its biggest competitor needs 100,000 employees and 6,000 branches to serve 100 million. Five years on from his last Invest Like The Best appearance, David Vélez returns with a new U...
Gavin Baker: Anthropic Burned $10 Billion and Still Owns 0.1% of the Fortune 500
Anthropic has burned $10 billion to get here.
Anthropic has burned $10 billion to get here. It still owns about 0.1% of the average Fortune 500 company’s budget.
Jordi Visser Shuts Down Chamath's Bitcoin-to-Zero Quantum Call, Then Bets Eli Lilly Overtakes Nvidia
Chamath Palihapitiya said Bitcoin is going to zero because of quantum computing.
Chamath Palihapitiya said Bitcoin is going to zero because of quantum computing. Jordi Visser says he doesn’t have the credentials to make that call. It’s the...
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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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