{"episode_id": "rss:1f3da6006f9116a3", "title": "Amazon CEO Andy Jassy on the $220 Billion AI Buildout", "show": "The a16z Show", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Andy Jassy (Amazon CEO)", "timestamp": 1506, "text": "AWS capacity for 2026 is sold out, 2027 is largely sold out and a good chunk of 2028 is sold out, apart from a portion held back for on-demand use.", "tickers": ["AMZN"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://a16z.simplecast.com/episodes/amazon-ceo-220-billion-still-cant-meet-ai-demand-3QzhqLQK", "youtube_url": "https://www.youtube.com/watch?v=-YMMRQ1qscI", "transcript_url": "https://www.youtube.com/watch?v=-YMMRQ1qscI", "link": "https://www.youtube.com/watch?v=-YMMRQ1qscI&t=1506s"}
{"episode_id": "rss:1f3da6006f9116a3", "title": "Amazon CEO Andy Jassy on the $220 Billion AI Buildout", "show": "The a16z Show", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Andy Jassy (Amazon CEO)", "timestamp": 789, "text": "AWS's AI business has passed $25 billion in annual run rate within the first three years of the generative AI wave.", "tickers": ["AMZN"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://a16z.simplecast.com/episodes/amazon-ceo-220-billion-still-cant-meet-ai-demand-3QzhqLQK", "youtube_url": "https://www.youtube.com/watch?v=-YMMRQ1qscI", "transcript_url": "https://www.youtube.com/watch?v=-YMMRQ1qscI", "link": "https://www.youtube.com/watch?v=-YMMRQ1qscI&t=789s"}
{"episode_id": "rss:1f3da6006f9116a3", "title": "Amazon CEO Andy Jassy on the $220 Billion AI Buildout", "show": "The a16z Show", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Andy Jassy (Amazon CEO)", "timestamp": 905, "text": "Amazon buys servers and networking gear only a few months ahead of demand and expects them to break even in about three years with 5 to 6 year useful lives, while data centers need about two years of lead time, creating free cash flow headwinds during the build.", "tickers": ["AMZN"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://a16z.simplecast.com/episodes/amazon-ceo-220-billion-still-cant-meet-ai-demand-3QzhqLQK", "youtube_url": "https://www.youtube.com/watch?v=-YMMRQ1qscI", "transcript_url": "https://www.youtube.com/watch?v=-YMMRQ1qscI", "link": "https://www.youtube.com/watch?v=-YMMRQ1qscI&t=905s"}
{"episode_id": "rss:1f3da6006f9116a3", "title": "Amazon CEO Andy Jassy on the $220 Billion AI Buildout", "show": "The a16z Show", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Andy Jassy (Amazon CEO)", "timestamp": 1931, "text": "Amazon's Trainium AI chip is about 30 to 40 percent more price-performant than comparable processors, per Jassy.", "tickers": ["AMZN", "NVDA"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://a16z.simplecast.com/episodes/amazon-ceo-220-billion-still-cant-meet-ai-demand-3QzhqLQK", "youtube_url": "https://www.youtube.com/watch?v=-YMMRQ1qscI", "transcript_url": "https://www.youtube.com/watch?v=-YMMRQ1qscI", "link": "https://www.youtube.com/watch?v=-YMMRQ1qscI&t=1931s"}
{"episode_id": "rss:1f3da6006f9116a3", "title": "Amazon CEO Andy Jassy on the $220 Billion AI Buildout", "show": "The a16z Show", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Andy Jassy (Amazon CEO)", "timestamp": 1493, "text": "Jassy does not expect the shortage of data-center capacity, power and memory to end in 2027, and says supply constraints will show up in different components for several years.", "tickers": ["AMZN"], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://a16z.simplecast.com/episodes/amazon-ceo-220-billion-still-cant-meet-ai-demand-3QzhqLQK", "youtube_url": "https://www.youtube.com/watch?v=-YMMRQ1qscI", "transcript_url": "https://www.youtube.com/watch?v=-YMMRQ1qscI", "link": "https://www.youtube.com/watch?v=-YMMRQ1qscI&t=1493s"}
{"episode_id": "rss:0f121ffa496b69cf", "title": "Traditional Aerospace Supply Chains Are Cooked | Blake Scholl", "show": "MTS", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Blake Scholl", "timestamp": 875, "text": "Boom is building a 2 gigawatt-per-year turbine factory operating early 2027, producing about a quarter gigawatt next year, a gigawatt in 2028 and 2 gigawatts in 2029.", "tickers": ["private:Boom Supersonic"], "novelty": 3, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://podcasters.spotify.com/pod/show/mts-production/episodes/Traditional-Aerospace-Supply-Chains-Are-Cooked--Blake-Scholl-e3quik3", "youtube_url": "https://www.youtube.com/watch?v=u83GCh5Eg8U", "transcript_url": "https://www.youtube.com/watch?v=u83GCh5Eg8U", "link": "https://www.youtube.com/watch?v=u83GCh5Eg8U&t=875s"}
{"episode_id": "rss:0f121ffa496b69cf", "title": "Traditional Aerospace Supply Chains Are Cooked | Blake Scholl", "show": "MTS", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Blake Scholl", "timestamp": 902, "text": "Boom says its baseline plan makes it a $5 to $10 billion revenue business by 2030 while filling less than one-tenth of the turbine shortfall.", "tickers": ["private:Boom Supersonic"], "novelty": 3, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://podcasters.spotify.com/pod/show/mts-production/episodes/Traditional-Aerospace-Supply-Chains-Are-Cooked--Blake-Scholl-e3quik3", "youtube_url": "https://www.youtube.com/watch?v=u83GCh5Eg8U", "transcript_url": "https://www.youtube.com/watch?v=u83GCh5Eg8U", "link": "https://www.youtube.com/watch?v=u83GCh5Eg8U&t=902s"}
{"episode_id": "rss:5c20ae4f25e0928f", "title": "Ep. 040 - ASML Is Building a Hybrid Bonding Tool, and Its Patents Show How (AI Supply Chain) | Jordan Nanos, Howie, Sherry Zhang", "show": "SemiAnalysis", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "host (Jordan Nanos)", "timestamp": 43, "text": "Per patent filings, ASML is building a not-yet-announced die-to-wafer hybrid bonding tool.", "tickers": ["ASML", "BESI"], "novelty": 3, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://podcasters.spotify.com/pod/show/jordan-nanos/episodes/Ep--040---ASML-Is-Building-a-Hybrid-Bonding-Tool--and-Its-Patents-Show-How-AI-Supply-Chain--Jordan-Nanos--Howie--Sherry-Zhang-e3qulph", "youtube_url": "https://www.youtube.com/watch?v=4WCasOsS5-4", "transcript_url": "https://www.youtube.com/watch?v=4WCasOsS5-4", "link": "https://www.youtube.com/watch?v=4WCasOsS5-4&t=43s"}
{"episode_id": "rss:f97f15bfcc2edd19", "title": "The AI Story Wall Street Doesn't Want to Hear", "show": "Plain English with Derek Thompson", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Ara Kharazian (Ramp lead economist)", "timestamp": 690, "text": "About 1% of companies account for roughly 80% of OpenAI and Anthropic spending on Ramp's platform, concentrated in software, media, finance and technical services.", "tickers": ["private:OpenAI", "private:Anthropic"], "novelty": 3, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://www.theringer.com/", "youtube_url": "https://www.youtube.com/watch?v=e7F1AvDsn0k", "transcript_url": "https://www.youtube.com/watch?v=e7F1AvDsn0k", "link": "https://www.youtube.com/watch?v=e7F1AvDsn0k&t=690s"}
{"episode_id": "rss:f97f15bfcc2edd19", "title": "The AI Story Wall Street Doesn't Want to Hear", "show": "Plain English with Derek Thompson", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Ara Kharazian (Ramp lead economist)", "timestamp": 777, "text": "AI spend by Ramp's top 1% of customers has slowed over the last couple of months even as their usage rises, because they spread across models and prices keep falling.", "tickers": ["private:OpenAI", "private:Anthropic"], "novelty": 3, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://www.theringer.com/", "youtube_url": "https://www.youtube.com/watch?v=e7F1AvDsn0k", "transcript_url": "https://www.youtube.com/watch?v=e7F1AvDsn0k", "link": "https://www.youtube.com/watch?v=e7F1AvDsn0k&t=777s"}
{"episode_id": "rss:f97f15bfcc2edd19", "title": "The AI Story Wall Street Doesn't Want to Hear", "show": "Plain English with Derek Thompson", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Ara Kharazian (Ramp lead economist)", "timestamp": 1770, "text": "Anthropic's restricted Fable model (as named in the episode) topped out at about 5 to 10% of business spend because businesses would not accept the data-collection conditions and chose a slightly cheaper OpenAI model.", "tickers": ["private:Anthropic"], "novelty": 3, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://www.theringer.com/", "youtube_url": "https://www.youtube.com/watch?v=e7F1AvDsn0k", "transcript_url": "https://www.youtube.com/watch?v=e7F1AvDsn0k", "link": "https://www.youtube.com/watch?v=e7F1AvDsn0k&t=1770s"}
{"episode_id": "rss:f97f15bfcc2edd19", "title": "The AI Story Wall Street Doesn't Want to Hear", "show": "Plain English with Derek Thompson", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Ara Kharazian (Ramp lead economist)", "timestamp": 1224, "text": "Ramp finds firms using AI at high intensity (at least $50 per employee per month) grew headcount 10% over the following two years while average AI spenders showed no difference from controls.", "tickers": [], "novelty": 3, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://www.theringer.com/", "youtube_url": "https://www.youtube.com/watch?v=e7F1AvDsn0k", "transcript_url": "https://www.youtube.com/watch?v=e7F1AvDsn0k", "link": "https://www.youtube.com/watch?v=e7F1AvDsn0k&t=1224s"}
{"episode_id": "rss:0f121ffa496b69cf", "title": "Traditional Aerospace Supply Chains Are Cooked | Blake Scholl", "show": "MTS", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Blake Scholl", "timestamp": 120, "text": "Boom has built its first natural gas turbine core for AI data centers, which ships to its test site the next day with a goal of running by Thanksgiving.", "tickers": ["private:Boom Supersonic"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://podcasters.spotify.com/pod/show/mts-production/episodes/Traditional-Aerospace-Supply-Chains-Are-Cooked--Blake-Scholl-e3quik3", "youtube_url": "https://www.youtube.com/watch?v=u83GCh5Eg8U", "transcript_url": "https://www.youtube.com/watch?v=u83GCh5Eg8U", "link": "https://www.youtube.com/watch?v=u83GCh5Eg8U&t=120s"}
{"episode_id": "rss:0f121ffa496b69cf", "title": "Traditional Aerospace Supply Chains Are Cooked | Blake Scholl", "show": "MTS", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Blake Scholl", "timestamp": 814, "text": "Conventional gas turbines (GE named) lose about 20% of capacity on hot days when using water and about 30% waterless, which Scholl says his design avoids.", "tickers": ["GEV"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://podcasters.spotify.com/pod/show/mts-production/episodes/Traditional-Aerospace-Supply-Chains-Are-Cooked--Blake-Scholl-e3quik3", "youtube_url": "https://www.youtube.com/watch?v=u83GCh5Eg8U", "transcript_url": "https://www.youtube.com/watch?v=u83GCh5Eg8U", "link": "https://www.youtube.com/watch?v=u83GCh5Eg8U&t=814s"}
{"episode_id": "rss:0f121ffa496b69cf", "title": "Traditional Aerospace Supply Chains Are Cooked | Blake Scholl", "show": "MTS", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Blake Scholl", "timestamp": 1534, "text": "Boom is building an all-digital single-crystal blade foundry aiming for blade design to casting in 24 hours, because only a couple of firms can make such blades and they are supply constrained.", "tickers": ["private:Boom Supersonic"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://podcasters.spotify.com/pod/show/mts-production/episodes/Traditional-Aerospace-Supply-Chains-Are-Cooked--Blake-Scholl-e3quik3", "youtube_url": "https://www.youtube.com/watch?v=u83GCh5Eg8U", "transcript_url": "https://www.youtube.com/watch?v=u83GCh5Eg8U", "link": "https://www.youtube.com/watch?v=u83GCh5Eg8U&t=1534s"}
{"episode_id": "rss:5c20ae4f25e0928f", "title": "Ep. 040 - ASML Is Building a Hybrid Bonding Tool, and Its Patents Show How (AI Supply Chain) | Jordan Nanos, Howie, Sherry Zhang", "show": "SemiAnalysis", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "SemiAnalysis analyst (Howie or Sherry Zhang)", "timestamp": 683, "text": "SemiAnalysis analysts expect HBM to adopt hybrid bonding no earlier than 2029, because it costs more than thermal compression bonding and customers want fewer layers.", "tickers": [], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://podcasters.spotify.com/pod/show/jordan-nanos/episodes/Ep--040---ASML-Is-Building-a-Hybrid-Bonding-Tool--and-Its-Patents-Show-How-AI-Supply-Chain--Jordan-Nanos--Howie--Sherry-Zhang-e3qulph", "youtube_url": "https://www.youtube.com/watch?v=4WCasOsS5-4", "transcript_url": "https://www.youtube.com/watch?v=4WCasOsS5-4", "link": "https://www.youtube.com/watch?v=4WCasOsS5-4&t=683s"}
{"episode_id": "rss:5c20ae4f25e0928f", "title": "Ep. 040 - ASML Is Building a Hybrid Bonding Tool, and Its Patents Show How (AI Supply Chain) | Jordan Nanos, Howie, Sherry Zhang", "show": "SemiAnalysis", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "SemiAnalysis analyst (Howie or Sherry Zhang)", "timestamp": 1474, "text": "Chinese roadmaps target a fully hybrid-bonded 'logic folding' data-center accelerator by 2030, with up to three layers.", "tickers": ["private:Huawei"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://podcasters.spotify.com/pod/show/jordan-nanos/episodes/Ep--040---ASML-Is-Building-a-Hybrid-Bonding-Tool--and-Its-Patents-Show-How-AI-Supply-Chain--Jordan-Nanos--Howie--Sherry-Zhang-e3qulph", "youtube_url": "https://www.youtube.com/watch?v=4WCasOsS5-4", "transcript_url": "https://www.youtube.com/watch?v=4WCasOsS5-4", "link": "https://www.youtube.com/watch?v=4WCasOsS5-4&t=1474s"}
{"episode_id": "rss:5c20ae4f25e0928f", "title": "Ep. 040 - ASML Is Building a Hybrid Bonding Tool, and Its Patents Show How (AI Supply Chain) | Jordan Nanos, Howie, Sherry Zhang", "show": "SemiAnalysis", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "SemiAnalysis analyst (Howie or Sherry Zhang)", "timestamp": 1553, "text": "High-NA EUV's half-size reticle limits die size to about 400 mm2 versus about 850 mm2 today; a 6x12 mask would restore the full size.", "tickers": ["ASML"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://podcasters.spotify.com/pod/show/jordan-nanos/episodes/Ep--040---ASML-Is-Building-a-Hybrid-Bonding-Tool--and-Its-Patents-Show-How-AI-Supply-Chain--Jordan-Nanos--Howie--Sherry-Zhang-e3qulph", "youtube_url": "https://www.youtube.com/watch?v=4WCasOsS5-4", "transcript_url": "https://www.youtube.com/watch?v=4WCasOsS5-4", "link": "https://www.youtube.com/watch?v=4WCasOsS5-4&t=1553s"}
{"episode_id": "rss:5c20ae4f25e0928f", "title": "Ep. 040 - ASML Is Building a Hybrid Bonding Tool, and Its Patents Show How (AI Supply Chain) | Jordan Nanos, Howie, Sherry Zhang", "show": "SemiAnalysis", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "SemiAnalysis analyst (Howie or Sherry Zhang)", "timestamp": 1671, "text": "ASML management said on its recent earnings call that pricing is value based, so higher tool throughput raises prices.", "tickers": ["ASML"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://podcasters.spotify.com/pod/show/jordan-nanos/episodes/Ep--040---ASML-Is-Building-a-Hybrid-Bonding-Tool--and-Its-Patents-Show-How-AI-Supply-Chain--Jordan-Nanos--Howie--Sherry-Zhang-e3qulph", "youtube_url": "https://www.youtube.com/watch?v=4WCasOsS5-4", "transcript_url": "https://www.youtube.com/watch?v=4WCasOsS5-4", "link": "https://www.youtube.com/watch?v=4WCasOsS5-4&t=1671s"}
{"episode_id": "rss:f97f15bfcc2edd19", "title": "The AI Story Wall Street Doesn't Want to Hear", "show": "Plain English with Derek Thompson", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "host (Derek Thompson)", "timestamp": 165, "text": "One outlet reported OpenAI's revenue pace at about $70 billion a year and the Financial Times a week later put it nearer $50 billion, a roughly 30% gap that moved markets.", "tickers": ["private:OpenAI"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://www.theringer.com/", "youtube_url": "https://www.youtube.com/watch?v=e7F1AvDsn0k", "transcript_url": "https://www.youtube.com/watch?v=e7F1AvDsn0k", "link": "https://www.youtube.com/watch?v=e7F1AvDsn0k&t=165s"}
{"episode_id": "rss:37737563e5129458", "title": "AI Gateway Token Traffic Growing 140X Year Over Year | Aghi Marietti", "show": "MTS", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Aghi Marietti (Kong CEO)", "timestamp": 875, "text": "Kong sees about 500 trillion tokens through its AI gateways, growing 140x year over year (as stated; he also said about 100 times bigger than a year ago).", "tickers": ["private:Kong"], "novelty": 3, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasters.spotify.com/pod/show/mts-production/episodes/AI-Gateway-Token-Traffic-Growing-140X-Year-Over-Year--Aghi-Marietti-e3qudc8", "youtube_url": "https://www.youtube.com/watch?v=lEcT1VvKIis", "transcript_url": "https://www.youtube.com/watch?v=lEcT1VvKIis", "link": "https://www.youtube.com/watch?v=lEcT1VvKIis&t=875s"}
{"episode_id": "rss:213af08a03a667f4", "title": "Democratizing Security for the Agentic Web with CloudFlare CTO Dane Knecht", "show": "No Priors", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Dane Knecht (Cloudflare CTO)", "timestamp": 156, "text": "Cloudflare now sees vulnerabilities as serious as Log4j happening weekly rather than rarely, and expects most of its teams' time over the next 18 months to be spent on security.", "tickers": ["NET"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "", "youtube_url": "https://www.youtube.com/watch?v=6VprwfSc4Xk", "transcript_url": "https://www.youtube.com/watch?v=6VprwfSc4Xk", "link": "https://www.youtube.com/watch?v=6VprwfSc4Xk&t=156s"}
{"episode_id": "rss:213af08a03a667f4", "title": "Democratizing Security for the Agentic Web with CloudFlare CTO Dane Knecht", "show": "No Priors", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Dane Knecht (Cloudflare CTO)", "timestamp": 2146, "text": "Cloudflare has one red team today and expects about four or five by the end of next year.", "tickers": ["NET"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "", "youtube_url": "https://www.youtube.com/watch?v=6VprwfSc4Xk", "transcript_url": "https://www.youtube.com/watch?v=6VprwfSc4Xk", "link": "https://www.youtube.com/watch?v=6VprwfSc4Xk&t=2146s"}
{"episode_id": "rss:213af08a03a667f4", "title": "Democratizing Security for the Agentic Web with CloudFlare CTO Dane Knecht", "show": "No Priors", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Dane Knecht (Cloudflare CTO)", "timestamp": 1063, "text": "Cloudflare released a monetization gateway that lets sites take microtransactions, including wallets for agents and a stablecoin, and is working with OpenAI on a project called Signals for agent content discovery.", "tickers": ["NET"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "", "youtube_url": "https://www.youtube.com/watch?v=6VprwfSc4Xk", "transcript_url": "https://www.youtube.com/watch?v=6VprwfSc4Xk", "link": "https://www.youtube.com/watch?v=6VprwfSc4Xk&t=1063s"}
{"episode_id": "rss:213af08a03a667f4", "title": "Democratizing Security for the Agentic Web with CloudFlare CTO Dane Knecht", "show": "No Priors", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Dane Knecht (Cloudflare CTO)", "timestamp": 1460, "text": "Cloudflare's AI-first restructuring included letting colleagues go, which was the first time the company had ever done so.", "tickers": ["NET"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "", "youtube_url": "https://www.youtube.com/watch?v=6VprwfSc4Xk", "transcript_url": "https://www.youtube.com/watch?v=6VprwfSc4Xk", "link": "https://www.youtube.com/watch?v=6VprwfSc4Xk&t=1460s"}
{"episode_id": "rss:226a253412970382", "title": "RF Over Plastic Is a Third Option Between Copper and Optics: Point2's Sean Park", "show": "Semi Doped", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Sean Park (Point2 CEO)", "timestamp": 533, "text": "Point2 Technology's investors include Nvidia, Arm, Taiwan foundry UMC and cable maker Molex.", "tickers": ["NVDA", "ARM", "private:Point2 Technology"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "http://semidoped.fm", "youtube_url": null, "transcript_url": "https://www.buzzsprout.com/2570635/20008637/transcript.vtt", "link": "http://semidoped.fm"}
{"episode_id": "rss:226a253412970382", "title": "RF Over Plastic Is a Third Option Between Copper and Optics: Point2's Sean Park", "show": "Semi Doped", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Sean Park (Point2 CEO)", "timestamp": 2308, "text": "Point2's first-generation 1.6T module uses under 10 W per module at about 5 pJ/bit, claimed 3x better than optics, with a target under 2 pJ/bit for near-packaged and co-packaged use.", "tickers": ["private:Point2 Technology"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "http://semidoped.fm", "youtube_url": null, "transcript_url": "https://www.buzzsprout.com/2570635/20008637/transcript.vtt", "link": "http://semidoped.fm"}
{"episode_id": "rss:226a253412970382", "title": "RF Over Plastic Is a Third Option Between Copper and Optics: Point2's Sean Park", "show": "Semi Doped", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Sean Park (Point2 CEO)", "timestamp": 1381, "text": "Point2 says its interconnect chip is built on a 55 nm process, and that its tape-out costs about 50x less than a GPU tape-out (as stated).", "tickers": ["private:Point2 Technology"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "http://semidoped.fm", "youtube_url": null, "transcript_url": "https://www.buzzsprout.com/2570635/20008637/transcript.vtt", "link": "http://semidoped.fm"}
{"episode_id": "rss:37737563e5129458", "title": "AI Gateway Token Traffic Growing 140X Year Over Year | Aghi Marietti", "show": "MTS", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Aghi Marietti (Kong CEO)", "timestamp": 622, "text": "About one-third of enterprise model usage Kong sees is now open-weight models, and sophisticated enterprises use dozens of models.", "tickers": ["private:Kong"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasters.spotify.com/pod/show/mts-production/episodes/AI-Gateway-Token-Traffic-Growing-140X-Year-Over-Year--Aghi-Marietti-e3qudc8", "youtube_url": "https://www.youtube.com/watch?v=lEcT1VvKIis", "transcript_url": "https://www.youtube.com/watch?v=lEcT1VvKIis", "link": "https://www.youtube.com/watch?v=lEcT1VvKIis&t=622s"}
{"episode_id": "rss:37737563e5129458", "title": "AI Gateway Token Traffic Growing 140X Year Over Year | Aghi Marietti", "show": "MTS", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Aghi Marietti (Kong CEO)", "timestamp": 1466, "text": "Kong says its intelligent model routing, shifting tokens to lower-cost models for the same output, saves large enterprises hundreds of millions of dollars annually (as stated).", "tickers": ["private:Kong"], "novelty": 2, "verifiable": 0, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasters.spotify.com/pod/show/mts-production/episodes/AI-Gateway-Token-Traffic-Growing-140X-Year-Over-Year--Aghi-Marietti-e3qudc8", "youtube_url": "https://www.youtube.com/watch?v=lEcT1VvKIis", "transcript_url": "https://www.youtube.com/watch?v=lEcT1VvKIis", "link": "https://www.youtube.com/watch?v=lEcT1VvKIis&t=1466s"}
{"episode_id": "rss:213af08a03a667f4", "title": "Democratizing Security for the Agentic Web with CloudFlare CTO Dane Knecht", "show": "No Priors", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Dane Knecht (Cloudflare CTO)", "timestamp": 1826, "text": "Cloudflare decided this past year to hire a thousand interns, at a company the host described as about 5,000 people.", "tickers": ["NET"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "", "youtube_url": "https://www.youtube.com/watch?v=6VprwfSc4Xk", "transcript_url": "https://www.youtube.com/watch?v=6VprwfSc4Xk", "link": "https://www.youtube.com/watch?v=6VprwfSc4Xk&t=1826s"}
{"episode_id": "rss:226a253412970382", "title": "RF Over Plastic Is a Third Option Between Copper and Optics: Point2's Sean Park", "show": "Semi Doped", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Sean Park (Point2 CEO)", "timestamp": 1651, "text": "Point2's first-generation cable cuts cable volume 4x and weight to one-sixth versus copper interconnects.", "tickers": ["private:Point2 Technology"], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "http://semidoped.fm", "youtube_url": null, "transcript_url": "https://www.buzzsprout.com/2570635/20008637/transcript.vtt", "link": "http://semidoped.fm"}
{"episode_id": "rss:226a253412970382", "title": "RF Over Plastic Is a Third Option Between Copper and Optics: Point2's Sean Park", "show": "Semi Doped", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Sean Park (Point2 CEO)", "timestamp": 2691, "text": "Point2 is only now delivering product to customers for lab testing, after which qualification will take many months.", "tickers": ["private:Point2 Technology"], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "http://semidoped.fm", "youtube_url": null, "transcript_url": "https://www.buzzsprout.com/2570635/20008637/transcript.vtt", "link": "http://semidoped.fm"}
{"episode_id": "rss:37737563e5129458", "title": "AI Gateway Token Traffic Growing 140X Year Over Year | Aghi Marietti", "show": "MTS", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Aghi Marietti (Kong CEO)", "timestamp": 780, "text": "Marietti says only about 1% of enterprise is agentic, with 95-98% not yet agentified, mostly chatbots and coding tools.", "tickers": ["private:Kong"], "novelty": 1, "verifiable": 0, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasters.spotify.com/pod/show/mts-production/episodes/AI-Gateway-Token-Traffic-Growing-140X-Year-Over-Year--Aghi-Marietti-e3qudc8", "youtube_url": "https://www.youtube.com/watch?v=lEcT1VvKIis", "transcript_url": "https://www.youtube.com/watch?v=lEcT1VvKIis", "link": "https://www.youtube.com/watch?v=lEcT1VvKIis&t=780s"}
{"episode_id": "rss:37737563e5129458", "title": "AI Gateway Token Traffic Growing 140X Year Over Year | Aghi Marietti", "show": "MTS", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Aghi Marietti (Kong CEO)", "timestamp": 951, "text": "Kong's AI token cost management products, previewed at its summit, go GA in a few weeks.", "tickers": ["private:Kong"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasters.spotify.com/pod/show/mts-production/episodes/AI-Gateway-Token-Traffic-Growing-140X-Year-Over-Year--Aghi-Marietti-e3qudc8", "youtube_url": "https://www.youtube.com/watch?v=lEcT1VvKIis", "transcript_url": "https://www.youtube.com/watch?v=lEcT1VvKIis", "link": "https://www.youtube.com/watch?v=lEcT1VvKIis&t=951s"}
{"episode_id": "rss:50dd1e7ee244c379", "title": "OpenAI’s Next Round, SpaceX’s Big Plans, & Reforming the MBA Program 10/23/26", "show": "Squawk Pod", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "host", "timestamp": 407, "text": "Semafor reports the lowest-rated bonds in SpaceX's $40 billion debt deal are expected to yield 8.3%.", "tickers": ["private:SpaceX"], "novelty": 2, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://www.cnbc.com", "youtube_url": "https://www.youtube.com/watch?v=nhSAkURPTkY", "transcript_url": "https://www.youtube.com/watch?v=nhSAkURPTkY", "link": "https://www.youtube.com/watch?v=nhSAkURPTkY&t=407s"}
{"episode_id": "rss:e2848d006ac974e5", "title": "US Must Reshore AI Drug Discovery Infrastructure | Kevin Weil", "show": "MTS", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Kevin Weil (Warp Sciences CEO)", "timestamp": 793, "text": "Warp Sciences raised $215 million, led by Lightspeed (transcribed 'Lightseed'), with IBP, Mayfield, Lux, Menlo and Scribble Ventures participating.", "tickers": ["private:Warp Sciences"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/mts-production/episodes/US-Must-Reshore-AI-Drug-Discovery-Infrastructure--Kevin-Weil-e3qufl6", "youtube_url": "https://www.youtube.com/watch?v=_rG0rG5Nd5w", "transcript_url": "https://www.youtube.com/watch?v=_rG0rG5Nd5w", "link": "https://www.youtube.com/watch?v=_rG0rG5Nd5w&t=793s"}
{"episode_id": "rss:fa140be27b7a4e2c", "title": "The Next AI Breakthrough Isn't Chips — It's What They're Made Of (with Shalini Sharma, Ph.D.)", "show": "Chip Stock Investor", "published": "2026-10-23", "date": "2026-10-23", "tier": 2, "speaker": "Shalini Sharma (SandboxAQ)", "timestamp": 1065, "text": "SandboxAQ received a $500 million CHIPS research award from the US Department of Commerce, to be spent entirely on semiconductor materials research.", "tickers": ["private:SandboxAQ"], "novelty": 2, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/The-Next-AI-Breakthrough-Isnt-Chips--Its-What-Theyre-Made-Of-with-Shalini-Sharma--Ph-D-e3qt527", "youtube_url": "https://www.youtube.com/watch?v=EZIHlk-EdqA", "transcript_url": "https://www.youtube.com/watch?v=EZIHlk-EdqA", "link": "https://www.youtube.com/watch?v=EZIHlk-EdqA&t=1065s"}
{"episode_id": "rss:fa140be27b7a4e2c", "title": "The Next AI Breakthrough Isn't Chips — It's What They're Made Of (with Shalini Sharma, Ph.D.)", "show": "Chip Stock Investor", "published": "2026-10-23", "date": "2026-10-23", "tier": 2, "speaker": "Shalini Sharma (SandboxAQ)", "timestamp": 1390, "text": "SandboxAQ has released its large quantitative models on Claude with usage-based inference pricing.", "tickers": ["private:SandboxAQ", "private:Anthropic"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/The-Next-AI-Breakthrough-Isnt-Chips--Its-What-Theyre-Made-Of-with-Shalini-Sharma--Ph-D-e3qt527", "youtube_url": "https://www.youtube.com/watch?v=EZIHlk-EdqA", "transcript_url": "https://www.youtube.com/watch?v=EZIHlk-EdqA", "link": "https://www.youtube.com/watch?v=EZIHlk-EdqA&t=1390s"}
{"episode_id": "rss:fa140be27b7a4e2c", "title": "The Next AI Breakthrough Isn't Chips — It's What They're Made Of (with Shalini Sharma, Ph.D.)", "show": "Chip Stock Investor", "published": "2026-10-23", "date": "2026-10-23", "tier": 2, "speaker": "Shalini Sharma (SandboxAQ)", "timestamp": 1780, "text": "SandboxAQ names Vertiv and Eaton, with Schneider Electric, as likely users of its battery-chemistry models for fab backup power.", "tickers": ["VRT", "ETN"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/The-Next-AI-Breakthrough-Isnt-Chips--Its-What-Theyre-Made-Of-with-Shalini-Sharma--Ph-D-e3qt527", "youtube_url": "https://www.youtube.com/watch?v=EZIHlk-EdqA", "transcript_url": "https://www.youtube.com/watch?v=EZIHlk-EdqA", "link": "https://www.youtube.com/watch?v=EZIHlk-EdqA&t=1780s"}
{"episode_id": "rss:50dd1e7ee244c379", "title": "OpenAI’s Next Round, SpaceX’s Big Plans, & Reforming the MBA Program 10/23/26", "show": "Squawk Pod", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "host", "timestamp": 134, "text": "OpenAI is working on a roughly $30 billion funding round valuing it at about $1.25 trillion before new capital, led by UAE investors.", "tickers": ["private:OpenAI"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://www.cnbc.com", "youtube_url": "https://www.youtube.com/watch?v=nhSAkURPTkY", "transcript_url": "https://www.youtube.com/watch?v=nhSAkURPTkY", "link": "https://www.youtube.com/watch?v=nhSAkURPTkY&t=134s"}
{"episode_id": "rss:50dd1e7ee244c379", "title": "OpenAI’s Next Round, SpaceX’s Big Plans, & Reforming the MBA Program 10/23/26", "show": "Squawk Pod", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "host", "timestamp": 298, "text": "Bloomberg reports SpaceX seeks access to at least 80,000 cell towers via talks with Crown Castle for a fourth national wireless network.", "tickers": ["private:SpaceX", "CCI", "AMT", "T", "VZ", "TMUS"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://www.cnbc.com", "youtube_url": "https://www.youtube.com/watch?v=nhSAkURPTkY", "transcript_url": "https://www.youtube.com/watch?v=nhSAkURPTkY", "link": "https://www.youtube.com/watch?v=nhSAkURPTkY&t=298s"}
{"episode_id": "rss:50dd1e7ee244c379", "title": "OpenAI’s Next Round, SpaceX’s Big Plans, & Reforming the MBA Program 10/23/26", "show": "Squawk Pod", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "host", "timestamp": 688, "text": "Moderna and Merck's melanoma vaccine with Keytruda cut the risk of recurrence or death by 42% versus Keytruda alone, yet Moderna stock fell.", "tickers": ["MRNA", "MRK"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://www.cnbc.com", "youtube_url": "https://www.youtube.com/watch?v=nhSAkURPTkY", "transcript_url": "https://www.youtube.com/watch?v=nhSAkURPTkY", "link": "https://www.youtube.com/watch?v=nhSAkURPTkY&t=688s"}
{"episode_id": "rss:e2848d006ac974e5", "title": "US Must Reshore AI Drug Discovery Infrastructure | Kevin Weil", "show": "MTS", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Kevin Weil (Warp Sciences CEO)", "timestamp": 127, "text": "Warp is building a next-generation pre-clinical CRO starting with small-molecule chemistry in America, and is not developing drugs of its own.", "tickers": ["private:Warp Sciences"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/mts-production/episodes/US-Must-Reshore-AI-Drug-Discovery-Infrastructure--Kevin-Weil-e3qufl6", "youtube_url": "https://www.youtube.com/watch?v=_rG0rG5Nd5w", "transcript_url": "https://www.youtube.com/watch?v=_rG0rG5Nd5w", "link": "https://www.youtube.com/watch?v=_rG0rG5Nd5w&t=127s"}
{"episode_id": "rss:e2848d006ac974e5", "title": "US Must Reshore AI Drug Discovery Infrastructure | Kevin Weil", "show": "MTS", "published": "2026-10-23", "date": "2026-10-23", "tier": 1, "speaker": "Kevin Weil (Warp Sciences CEO)", "timestamp": 237, "text": "Weil says the 3-5 years of making and testing molecules in drug discovery has been outsourced entirely to China.", "tickers": [], "novelty": 1, "verifiable": 0, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/mts-production/episodes/US-Must-Reshore-AI-Drug-Discovery-Infrastructure--Kevin-Weil-e3qufl6", "youtube_url": "https://www.youtube.com/watch?v=_rG0rG5Nd5w", "transcript_url": "https://www.youtube.com/watch?v=_rG0rG5Nd5w", "link": "https://www.youtube.com/watch?v=_rG0rG5Nd5w&t=237s"}
{"episode_id": "rss:fa140be27b7a4e2c", "title": "The Next AI Breakthrough Isn't Chips — It's What They're Made Of (with Shalini Sharma, Ph.D.)", "show": "Chip Stock Investor", "published": "2026-10-23", "date": "2026-10-23", "tier": 2, "speaker": "Shalini Sharma (SandboxAQ)", "timestamp": 1225, "text": "More than 90 percent of the supply chain for the neodymium used in permanent magnets for chip equipment sits outside the US, which is why the award targets rare-earth-free magnets.", "tickers": [], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/The-Next-AI-Breakthrough-Isnt-Chips--Its-What-Theyre-Made-Of-with-Shalini-Sharma--Ph-D-e3qt527", "youtube_url": "https://www.youtube.com/watch?v=EZIHlk-EdqA", "transcript_url": "https://www.youtube.com/watch?v=EZIHlk-EdqA", "link": "https://www.youtube.com/watch?v=EZIHlk-EdqA&t=1225s"}
{"episode_id": "rss:fa140be27b7a4e2c", "title": "The Next AI Breakthrough Isn't Chips — It's What They're Made Of (with Shalini Sharma, Ph.D.)", "show": "Chip Stock Investor", "published": "2026-10-23", "date": "2026-10-23", "tier": 2, "speaker": "Shalini Sharma (SandboxAQ)", "timestamp": 1121, "text": "Semiconductor industry revenue is projected to go from about $800 billion last year to over $1.3 trillion this year (as stated; the jump looks too large).", "tickers": [], "novelty": 0, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/The-Next-AI-Breakthrough-Isnt-Chips--Its-What-Theyre-Made-Of-with-Shalini-Sharma--Ph-D-e3qt527", "youtube_url": "https://www.youtube.com/watch?v=EZIHlk-EdqA", "transcript_url": "https://www.youtube.com/watch?v=EZIHlk-EdqA", "link": "https://www.youtube.com/watch?v=EZIHlk-EdqA&t=1121s"}
{"episode_id": "rss:796f1f36e688d262", "title": "What will computer chips look like in 2045?", "show": "Dwarkesh Podcast", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "guest (Intel CTO Pushkar Ranade)", "timestamp": 3040, "text": "Intel's CTO says that with the world's existing chipmaking tools leading-edge wafer output could roughly double but not rise tenfold.", "tickers": ["INTC"], "novelty": 3, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://www.dwarkesh.com/p/intel-tour", "youtube_url": "https://www.youtube.com/watch?v=frYSOKvNiiE", "transcript_url": "https://www.youtube.com/watch?v=frYSOKvNiiE", "link": "https://www.youtube.com/watch?v=frYSOKvNiiE&t=3040s"}
{"episode_id": "rss:796f1f36e688d262", "title": "What will computer chips look like in 2045?", "show": "Dwarkesh Podcast", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "guest (Intel CTO Pushkar Ranade)", "timestamp": 4127, "text": "Intel's CTO says that, knowing today's demand, Intel would have invested more a year ago and will now invest more.", "tickers": ["INTC"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://www.dwarkesh.com/p/intel-tour", "youtube_url": "https://www.youtube.com/watch?v=frYSOKvNiiE", "transcript_url": "https://www.youtube.com/watch?v=frYSOKvNiiE", "link": "https://www.youtube.com/watch?v=frYSOKvNiiE&t=4127s"}
{"episode_id": "rss:796f1f36e688d262", "title": "What will computer chips look like in 2045?", "show": "Dwarkesh Podcast", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "guest (Chris Auth, Intel process development)", "timestamp": 904, "text": "Intel's process lead says backside power lets 14A use High-NA EUV in a single pass, while TSMC without backside power would still need double-patterned EUV.", "tickers": ["INTC", "TSM", "ASML"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://www.dwarkesh.com/p/intel-tour", "youtube_url": "https://www.youtube.com/watch?v=frYSOKvNiiE", "transcript_url": "https://www.youtube.com/watch?v=frYSOKvNiiE", "link": "https://www.youtube.com/watch?v=frYSOKvNiiE&t=904s"}
{"episode_id": "rss:796f1f36e688d262", "title": "What will computer chips look like in 2045?", "show": "Dwarkesh Podcast", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "guest (Intel CTO Pushkar Ranade)", "timestamp": 3712, "text": "Intel says it is working with Elon Musk's Terafab to help accelerate bring-up of Musk's own fab.", "tickers": ["INTC", "private:Terafab"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://www.dwarkesh.com/p/intel-tour", "youtube_url": "https://www.youtube.com/watch?v=frYSOKvNiiE", "transcript_url": "https://www.youtube.com/watch?v=frYSOKvNiiE", "link": "https://www.youtube.com/watch?v=frYSOKvNiiE&t=3712s"}
{"episode_id": "rss:796f1f36e688d262", "title": "What will computer chips look like in 2045?", "show": "Dwarkesh Podcast", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "guest (Intel CTO Pushkar Ranade)", "timestamp": 3368, "text": "Intel's CTO says Intel is already within a few percent of TSMC on performance, power or density and that the remaining gap is wafer scale.", "tickers": ["INTC", "TSM"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://www.dwarkesh.com/p/intel-tour", "youtube_url": "https://www.youtube.com/watch?v=frYSOKvNiiE", "transcript_url": "https://www.youtube.com/watch?v=frYSOKvNiiE", "link": "https://www.youtube.com/watch?v=frYSOKvNiiE&t=3368s"}
{"episode_id": "rss:e0c431dec2e86bfa", "title": "The New Apex Predator: CrowdStrike CEO George Kurtz on Adversaries Armed With AI Agents", "show": "No Priors", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "George Kurtz (CEO, CrowdStrike)", "timestamp": 1268, "text": "Kurtz says general remediation with the top frontier cyber model costs about $10 versus about 3 cents with CrowdStrike's own post-trained model.", "tickers": ["CRWD"], "novelty": 3, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "", "youtube_url": "https://www.youtube.com/watch?v=PST8yesYOSo", "transcript_url": "https://www.youtube.com/watch?v=PST8yesYOSo", "link": "https://www.youtube.com/watch?v=PST8yesYOSo&t=1268s"}
{"episode_id": "rss:e0c431dec2e86bfa", "title": "The New Apex Predator: CrowdStrike CEO George Kurtz on Adversaries Armed With AI Agents", "show": "No Priors", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "George Kurtz (CEO, CrowdStrike)", "timestamp": 910, "text": "CrowdStrike built its Safe Mind security models (red Tempest, blue Solano) with Nvidia and uses Nemotron as a main base model on the blue side.", "tickers": ["CRWD", "NVDA"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "", "youtube_url": "https://www.youtube.com/watch?v=PST8yesYOSo", "transcript_url": "https://www.youtube.com/watch?v=PST8yesYOSo", "link": "https://www.youtube.com/watch?v=PST8yesYOSo&t=910s"}
{"episode_id": "rss:e0c431dec2e86bfa", "title": "The New Apex Predator: CrowdStrike CEO George Kurtz on Adversaries Armed With AI Agents", "show": "No Priors", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "George Kurtz (CEO, CrowdStrike)", "timestamp": 1122, "text": "Kurtz says an employee can have about 90 AI agents on average, which he thinks is low, a bigger opportunity for CrowdStrike than endpoint detection alone.", "tickers": ["CRWD"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "", "youtube_url": "https://www.youtube.com/watch?v=PST8yesYOSo", "transcript_url": "https://www.youtube.com/watch?v=PST8yesYOSo", "link": "https://www.youtube.com/watch?v=PST8yesYOSo&t=1122s"}
{"episode_id": "rss:e0c431dec2e86bfa", "title": "The New Apex Predator: CrowdStrike CEO George Kurtz on Adversaries Armed With AI Agents", "show": "No Priors", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "George Kurtz (CEO, CrowdStrike)", "timestamp": 1473, "text": "A New York bank CIO told Kurtz the bank will move most AI work to self-trained open-weight models after token costs spiked, keeping frontier models for high-value alpha cases.", "tickers": ["CRWD"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "", "youtube_url": "https://www.youtube.com/watch?v=PST8yesYOSo", "transcript_url": "https://www.youtube.com/watch?v=PST8yesYOSo", "link": "https://www.youtube.com/watch?v=PST8yesYOSo&t=1473s"}
{"episode_id": "rss:e99341085939be73", "title": "Meta Doubles Down on AI Spending, Plans New Class C Shares", "show": "Bloomberg Tech", "published": "2026-10-22", "date": "2026-10-22", "tier": 2, "speaker": "host", "timestamp": 1653, "text": "Meta's filing shows spending commitments of $825 billion, up from roughly $700 billion in July (July figure as recalled by the host).", "tickers": ["META"], "novelty": 2, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasts.apple.com/us/podcast/meta-doubles-down-on-ai-spending-plans-new-class-c-shares/id1611767434?i=1000797664748&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/meta-doubles-down-on-ai-spending-plans-new-class-c-shares/id1611767434?i=1000797664748&uo=4"}
{"episode_id": "rss:e99341085939be73", "title": "Meta Doubles Down on AI Spending, Plans New Class C Shares", "show": "Bloomberg Tech", "published": "2026-10-22", "date": "2026-10-22", "tier": 2, "speaker": "host", "timestamp": 1330, "text": "Meta's 5-year credit default swap spread is at a record level since trading began.", "tickers": ["META"], "novelty": 2, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasts.apple.com/us/podcast/meta-doubles-down-on-ai-spending-plans-new-class-c-shares/id1611767434?i=1000797664748&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/meta-doubles-down-on-ai-spending-plans-new-class-c-shares/id1611767434?i=1000797664748&uo=4"}
{"episode_id": "rss:e99341085939be73", "title": "Meta Doubles Down on AI Spending, Plans New Class C Shares", "show": "Bloomberg Tech", "published": "2026-10-22", "date": "2026-10-22", "tier": 2, "speaker": "host", "timestamp": 472, "text": "Meta's new non-voting Class C shares let Zuckerberg sell 20 percent immediately and the rest over eight years, in return for staying with the company for eight years.", "tickers": ["META"], "novelty": 2, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasts.apple.com/us/podcast/meta-doubles-down-on-ai-spending-plans-new-class-c-shares/id1611767434?i=1000797664748&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/meta-doubles-down-on-ai-spending-plans-new-class-c-shares/id1611767434?i=1000797664748&uo=4"}
{"episode_id": "rss:e99341085939be73", "title": "Meta Doubles Down on AI Spending, Plans New Class C Shares", "show": "Bloomberg Tech", "published": "2026-10-22", "date": "2026-10-22", "tier": 2, "speaker": "analyst (New Street Research)", "timestamp": 597, "text": "About 75 percent of new Tesla vehicles in the US are sold with FSD, including buyers who get the first month free, up about 20 points sequentially (per a New Street analyst citing the CFO).", "tickers": ["TSLA"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasts.apple.com/us/podcast/meta-doubles-down-on-ai-spending-plans-new-class-c-shares/id1611767434?i=1000797664748&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/meta-doubles-down-on-ai-spending-plans-new-class-c-shares/id1611767434?i=1000797664748&uo=4"}
{"episode_id": "rss:e0c431dec2e86bfa", "title": "The New Apex Predator: CrowdStrike CEO George Kurtz on Adversaries Armed With AI Agents", "show": "No Priors", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "George Kurtz (CEO, CrowdStrike)", "timestamp": 1025, "text": "CrowdStrike now has 33 modules, up from one at its founding.", "tickers": ["CRWD"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "", "youtube_url": "https://www.youtube.com/watch?v=PST8yesYOSo", "transcript_url": "https://www.youtube.com/watch?v=PST8yesYOSo", "link": "https://www.youtube.com/watch?v=PST8yesYOSo&t=1025s"}
{"episode_id": "rss:e99341085939be73", "title": "Meta Doubles Down on AI Spending, Plans New Class C Shares", "show": "Bloomberg Tech", "published": "2026-10-22", "date": "2026-10-22", "tier": 2, "speaker": "host", "timestamp": 414, "text": "Meta's third-quarter ad revenue was above $63 billion versus a street estimate below $62 billion, with price per ad up about 14 percent.", "tickers": ["META"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasts.apple.com/us/podcast/meta-doubles-down-on-ai-spending-plans-new-class-c-shares/id1611767434?i=1000797664748&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/meta-doubles-down-on-ai-spending-plans-new-class-c-shares/id1611767434?i=1000797664748&uo=4"}
{"episode_id": "rss:7c13c01967b26580", "title": "The Nasdaq’s AI IPOs, Tesla’s Q3, Gloomy Economic Sentiment 10/22/26", "show": "Squawk Pod", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "host (Andrew Ross Sorkin)", "timestamp": 1349, "text": "Meta is reportedly planning to issue new non-voting shares to fund its AI buildout.", "tickers": ["META"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://www.cnbc.com", "youtube_url": "https://www.youtube.com/watch?v=4CuPIw1hu54", "transcript_url": "https://www.youtube.com/watch?v=4CuPIw1hu54", "link": "https://www.youtube.com/watch?v=4CuPIw1hu54&t=1349s"}
{"episode_id": "rss:7c13c01967b26580", "title": "The Nasdaq’s AI IPOs, Tesla’s Q3, Gloomy Economic Sentiment 10/22/26", "show": "Squawk Pod", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "host", "timestamp": 193, "text": "Bloomberg reports Musk wants a Tesla-SpaceX deal done before President Trump leaves office and may announce something in the first half of next year.", "tickers": ["TSLA"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://www.cnbc.com", "youtube_url": "https://www.youtube.com/watch?v=4CuPIw1hu54", "transcript_url": "https://www.youtube.com/watch?v=4CuPIw1hu54", "link": "https://www.youtube.com/watch?v=4CuPIw1hu54&t=193s"}
{"episode_id": "rss:7c13c01967b26580", "title": "The Nasdaq’s AI IPOs, Tesla’s Q3, Gloomy Economic Sentiment 10/22/26", "show": "Squawk Pod", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "Adena Friedman (Nasdaq CEO)", "timestamp": 893, "text": "Nasdaq had 8 of the top 10 IPO wins for the quarter, 7 of the top 10 for the year, $49 billion of index-business flows last quarter and 14% revenue growth.", "tickers": ["NDAQ"], "novelty": 2, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://www.cnbc.com", "youtube_url": "https://www.youtube.com/watch?v=4CuPIw1hu54", "transcript_url": "https://www.youtube.com/watch?v=4CuPIw1hu54", "link": "https://www.youtube.com/watch?v=4CuPIw1hu54&t=893s"}
{"episode_id": "rss:f4664b7849f5f656", "title": "Peter Thiel: “We Need to Hit the Accelerator as Hard as Possible” on AI", "show": "The Builders", "published": "2026-10-22", "date": "2026-10-22", "tier": 2, "speaker": "Peter Thiel", "timestamp": 323, "text": "Thiel says Anthropic would be worth probably close to $2 trillion at its IPO, making it roughly the sixth or seventh largest company by market cap, built in six to seven years.", "tickers": ["private:Anthropic"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasts.apple.com/us/podcast/peter-thiel-we-need-to-hit-the-accelerator-as-hard-as/id6820674378?i=1000797575483&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/peter-thiel-we-need-to-hit-the-accelerator-as-hard-as/id6820674378?i=1000797575483&uo=4"}
{"episode_id": "rss:7c13c01967b26580", "title": "The Nasdaq’s AI IPOs, Tesla’s Q3, Gloomy Economic Sentiment 10/22/26", "show": "Squawk Pod", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "host (Andrew Ross Sorkin)", "timestamp": 113, "text": "Tesla's Q3 beat expectations with surprise positive free cash flow, a cut to its annual capex forecast, a drop in automotive revenue and services revenue up by a third.", "tickers": ["TSLA"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://www.cnbc.com", "youtube_url": "https://www.youtube.com/watch?v=4CuPIw1hu54", "transcript_url": "https://www.youtube.com/watch?v=4CuPIw1hu54", "link": "https://www.youtube.com/watch?v=4CuPIw1hu54&t=113s"}
{"episode_id": "rss:7c13c01967b26580", "title": "The Nasdaq’s AI IPOs, Tesla’s Q3, Gloomy Economic Sentiment 10/22/26", "show": "Squawk Pod", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "Rebecca Patterson", "timestamp": 1680, "text": "The Kospi rose 115% in six months this year then fell 40% in four weeks, driven by Hynix and Samsung.", "tickers": [], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://www.cnbc.com", "youtube_url": "https://www.youtube.com/watch?v=4CuPIw1hu54", "transcript_url": "https://www.youtube.com/watch?v=4CuPIw1hu54", "link": "https://www.youtube.com/watch?v=4CuPIw1hu54&t=1680s"}
{"episode_id": "rss:89e318a87689c8b2", "title": "How to Value Unprofitable Businesses: Ouster (OUST Stock) Example -- Normalized Profit Calculator", "show": "Chip Stock Investor", "published": "2026-10-22", "date": "2026-10-22", "tier": 2, "speaker": "host", "timestamp": 227, "text": "Ouster's Q2 2026 revenue grew 56 percent year over year to $55 million with GAAP gross margin of 49 percent.", "tickers": ["OUST"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/How-to-Value-Unprofitable-Businesses-Ouster-OUST-Stock-Example----Normalized-Profit-Calculator-e3qt3kd", "youtube_url": "https://www.youtube.com/watch?v=Og8ePuHUF1A", "transcript_url": "https://www.youtube.com/watch?v=Og8ePuHUF1A", "link": "https://www.youtube.com/watch?v=Og8ePuHUF1A&t=227s"}
{"episode_id": "rss:89e318a87689c8b2", "title": "How to Value Unprofitable Businesses: Ouster (OUST Stock) Example -- Normalized Profit Calculator", "show": "Chip Stock Investor", "published": "2026-10-22", "date": "2026-10-22", "tier": 2, "speaker": "host", "timestamp": 273, "text": "Ouster shipped over 17,000 sensors in Q2 versus 5,500 a year earlier while revenue rose only 56 percent, implying sharply falling average selling prices.", "tickers": ["OUST"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/How-to-Value-Unprofitable-Businesses-Ouster-OUST-Stock-Example----Normalized-Profit-Calculator-e3qt3kd", "youtube_url": "https://www.youtube.com/watch?v=Og8ePuHUF1A", "transcript_url": "https://www.youtube.com/watch?v=Og8ePuHUF1A", "link": "https://www.youtube.com/watch?v=Og8ePuHUF1A&t=273s"}
{"episode_id": "rss:89e318a87689c8b2", "title": "How to Value Unprofitable Businesses: Ouster (OUST Stock) Example -- Normalized Profit Calculator", "show": "Chip Stock Investor", "published": "2026-10-22", "date": "2026-10-22", "tier": 2, "speaker": "host", "timestamp": 328, "text": "Ouster guided Q3 revenue to a midpoint of about $56 million, roughly flat with Q2.", "tickers": ["OUST"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/How-to-Value-Unprofitable-Businesses-Ouster-OUST-Stock-Example----Normalized-Profit-Calculator-e3qt3kd", "youtube_url": "https://www.youtube.com/watch?v=Og8ePuHUF1A", "transcript_url": "https://www.youtube.com/watch?v=Og8ePuHUF1A", "link": "https://www.youtube.com/watch?v=Og8ePuHUF1A&t=328s"}
{"episode_id": "rss:89e318a87689c8b2", "title": "How to Value Unprofitable Businesses: Ouster (OUST Stock) Example -- Normalized Profit Calculator", "show": "Chip Stock Investor", "published": "2026-10-22", "date": "2026-10-22", "tier": 2, "speaker": "host", "timestamp": 465, "text": "Ouster's GAAP operating margin is about negative 36.7 percent and free cash flow margin about negative 28 percent.", "tickers": ["OUST"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/How-to-Value-Unprofitable-Businesses-Ouster-OUST-Stock-Example----Normalized-Profit-Calculator-e3qt3kd", "youtube_url": "https://www.youtube.com/watch?v=Og8ePuHUF1A", "transcript_url": "https://www.youtube.com/watch?v=Og8ePuHUF1A", "link": "https://www.youtube.com/watch?v=Og8ePuHUF1A&t=465s"}
{"episode_id": "rss:89e318a87689c8b2", "title": "How to Value Unprofitable Businesses: Ouster (OUST Stock) Example -- Normalized Profit Calculator", "show": "Chip Stock Investor", "published": "2026-10-22", "date": "2026-10-22", "tier": 2, "speaker": "host", "timestamp": 731, "text": "A December 2025 licensing payment from Hesai inflated Ouster's reported growth, and normalized growth is in the high 40 percent range (host's estimate).", "tickers": ["OUST", "HSAI"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/How-to-Value-Unprofitable-Businesses-Ouster-OUST-Stock-Example----Normalized-Profit-Calculator-e3qt3kd", "youtube_url": "https://www.youtube.com/watch?v=Og8ePuHUF1A", "transcript_url": "https://www.youtube.com/watch?v=Og8ePuHUF1A", "link": "https://www.youtube.com/watch?v=Og8ePuHUF1A&t=731s"}
{"episode_id": "rss:f4664b7849f5f656", "title": "Peter Thiel: “We Need to Hit the Accelerator as Hard as Possible” on AI", "show": "The Builders", "published": "2026-10-22", "date": "2026-10-22", "tier": 2, "speaker": "Peter Thiel", "timestamp": 683, "text": "Thiel says AI company pitches are weak on a monopoly story, that Anthropic may be in pole position over OpenAI, and that Google, Meta and Grok are not far behind.", "tickers": ["private:OpenAI", "private:Anthropic", "GOOGL", "META"], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasts.apple.com/us/podcast/peter-thiel-we-need-to-hit-the-accelerator-as-hard-as/id6820674378?i=1000797575483&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/peter-thiel-we-need-to-hit-the-accelerator-as-hard-as/id6820674378?i=1000797575483&uo=4"}
{"episode_id": "rss:f4664b7849f5f656", "title": "Peter Thiel: “We Need to Hit the Accelerator as Hard as Possible” on AI", "show": "The Builders", "published": "2026-10-22", "date": "2026-10-22", "tier": 2, "speaker": "Peter Thiel", "timestamp": 2000, "text": "Thiel says after Steve Jobs Apple did nothing new, with by far the lowest R&D spend and the largest share buybacks (as stated, no figures given).", "tickers": ["AAPL"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasts.apple.com/us/podcast/peter-thiel-we-need-to-hit-the-accelerator-as-hard-as/id6820674378?i=1000797575483&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/peter-thiel-we-need-to-hit-the-accelerator-as-hard-as/id6820674378?i=1000797575483&uo=4"}
{"episode_id": "rss:de31778ef519b4e6", "title": "The Frontier Ideas a16z Wants to Fund | Marc Andreessen, Ben Horowitz & Chris Dixon", "show": "The a16z Show", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "Chris Dixon", "timestamp": 57, "text": "a16z is expanding its crypto fund into a broader 'a16z Frontier' mandate to back founders working outside its existing verticals.", "tickers": ["private:a16z"], "novelty": 2, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://a16z.simplecast.com/episodes/tbc-gRs50MgP", "youtube_url": "https://www.youtube.com/watch?v=-9XQMHhpypc", "transcript_url": "https://www.youtube.com/watch?v=-9XQMHhpypc", "link": "https://www.youtube.com/watch?v=-9XQMHhpypc&t=57s"}
{"episode_id": "rss:de31778ef519b4e6", "title": "The Frontier Ideas a16z Wants to Fund | Marc Andreessen, Ben Horowitz & Chris Dixon", "show": "The a16z Show", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "a16z partner (unclear which)", "timestamp": 2507, "text": "Open-weight models trail closed frontier models by roughly 6 to 12 months depending on how it is counted.", "tickers": [], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://a16z.simplecast.com/episodes/tbc-gRs50MgP", "youtube_url": "https://www.youtube.com/watch?v=-9XQMHhpypc", "transcript_url": "https://www.youtube.com/watch?v=-9XQMHhpypc", "link": "https://www.youtube.com/watch?v=-9XQMHhpypc&t=2507s"}
{"episode_id": "rss:de31778ef519b4e6", "title": "The Frontier Ideas a16z Wants to Fund | Marc Andreessen, Ben Horowitz & Chris Dixon", "show": "The a16z Show", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "a16z partner (unclear which)", "timestamp": 2340, "text": "Open-source models are growing faster than closed models in token consumption on OpenRouter data.", "tickers": [], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://a16z.simplecast.com/episodes/tbc-gRs50MgP", "youtube_url": "https://www.youtube.com/watch?v=-9XQMHhpypc", "transcript_url": "https://www.youtube.com/watch?v=-9XQMHhpypc", "link": "https://www.youtube.com/watch?v=-9XQMHhpypc&t=2340s"}
{"episode_id": "rss:de31778ef519b4e6", "title": "The Frontier Ideas a16z Wants to Fund | Marc Andreessen, Ben Horowitz & Chris Dixon", "show": "The a16z Show", "published": "2026-10-22", "date": "2026-10-22", "tier": 1, "speaker": "host", "timestamp": 1575, "text": "A chart from a16z's team puts AI at roughly 3 percent of measured enterprise use (host's approximate recollection, as stated).", "tickers": [], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://a16z.simplecast.com/episodes/tbc-gRs50MgP", "youtube_url": "https://www.youtube.com/watch?v=-9XQMHhpypc", "transcript_url": "https://www.youtube.com/watch?v=-9XQMHhpypc", "link": "https://www.youtube.com/watch?v=-9XQMHhpypc&t=1575s"}
{"episode_id": "rss:cd44123a1d227ebf", "title": "Sundar Pichai on Gemini 4 and the AI compute crunch", "show": "Sources with Alex Heath", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Sundar Pichai", "timestamp": 47, "text": "In the first 72 hours after launch Gemini 4 Argon processed almost 25 trillion tokens, about 3x what Gemini 3.0 did, and Google is capacity constrained on the launch.", "tickers": ["GOOGL"], "novelty": 3, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://sources.news/p/sundar-pichai-gemini-4-google-other-bets", "youtube_url": "https://www.youtube.com/watch?v=fJBSNEFdm8c", "transcript_url": "https://www.youtube.com/watch?v=fJBSNEFdm8c", "link": "https://www.youtube.com/watch?v=fJBSNEFdm8c&t=47s"}
{"episode_id": "rss:cd44123a1d227ebf", "title": "Sundar Pichai on Gemini 4 and the AI compute crunch", "show": "Sources with Alex Heath", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "host (Alex Heath)", "timestamp": 1373, "text": "Alphabet went free-cash-flow negative this summer for the first time since its IPO (host's framing; Pichai clarified the term but did not dispute it).", "tickers": ["GOOGL"], "novelty": 2, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://sources.news/p/sundar-pichai-gemini-4-google-other-bets", "youtube_url": "https://www.youtube.com/watch?v=fJBSNEFdm8c", "transcript_url": "https://www.youtube.com/watch?v=fJBSNEFdm8c", "link": "https://www.youtube.com/watch?v=fJBSNEFdm8c&t=1373s"}
{"episode_id": "rss:cd44123a1d227ebf", "title": "Sundar Pichai on Gemini 4 and the AI compute crunch", "show": "Sources with Alex Heath", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Sundar Pichai", "timestamp": 1496, "text": "Pichai says Google is signing durable long-term contracts with committed revenue, alongside demand signals from its own use, as part of the case for its heavy compute investment.", "tickers": ["GOOGL"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://sources.news/p/sundar-pichai-gemini-4-google-other-bets", "youtube_url": "https://www.youtube.com/watch?v=fJBSNEFdm8c", "transcript_url": "https://www.youtube.com/watch?v=fJBSNEFdm8c", "link": "https://www.youtube.com/watch?v=fJBSNEFdm8c&t=1496s"}
{"episode_id": "rss:cd44123a1d227ebf", "title": "Sundar Pichai on Gemini 4 and the AI compute crunch", "show": "Sources with Alex Heath", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Sundar Pichai", "timestamp": 2927, "text": "Waymo has just crossed half a million paid rides per week.", "tickers": ["GOOGL"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://sources.news/p/sundar-pichai-gemini-4-google-other-bets", "youtube_url": "https://www.youtube.com/watch?v=fJBSNEFdm8c", "transcript_url": "https://www.youtube.com/watch?v=fJBSNEFdm8c", "link": "https://www.youtube.com/watch?v=fJBSNEFdm8c&t=2927s"}
{"episode_id": "rss:cd44123a1d227ebf", "title": "Sundar Pichai on Gemini 4 and the AI compute crunch", "show": "Sources with Alex Heath", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Sundar Pichai", "timestamp": 3437, "text": "Pichai expects practical commercial quantum applications within about five years, with Google Cloud negotiating quantum deployments at some scale by then.", "tickers": ["GOOGL"], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://sources.news/p/sundar-pichai-gemini-4-google-other-bets", "youtube_url": "https://www.youtube.com/watch?v=fJBSNEFdm8c", "transcript_url": "https://www.youtube.com/watch?v=fJBSNEFdm8c", "link": "https://www.youtube.com/watch?v=fJBSNEFdm8c&t=3437s"}
{"episode_id": "rss:36bc766ab0e7ccec", "title": "Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse", "show": "All-In Podcast", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Arvind Krishna", "timestamp": 865, "text": "Arvind Krishna forecasts 75% to 90% of all token usage will go to open-weight models, with the Chinese-Western open-weight gap at most 6 to 12 months.", "tickers": ["IBM"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://allinchamathjason.libsyn.com/arvind-krishna-nikesh-arora-quantum-threat-open-vs-frontier-ai-ai-cyber-warfare-saas-collapse", "youtube_url": "https://www.youtube.com/watch?v=yzk44lz-RGI", "transcript_url": "https://www.youtube.com/watch?v=yzk44lz-RGI", "link": "https://www.youtube.com/watch?v=yzk44lz-RGI&t=865s"}
{"episode_id": "rss:36bc766ab0e7ccec", "title": "Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse", "show": "All-In Podcast", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Arvind Krishna", "timestamp": 795, "text": "Krishna says a Chinese open-weight model (transcribed 'Kimikay3', ~800B parameters) on own GPUs costs about $1 to $2 per million tokens versus ~$20 for a prior-generation frontier model.", "tickers": ["IBM"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://allinchamathjason.libsyn.com/arvind-krishna-nikesh-arora-quantum-threat-open-vs-frontier-ai-ai-cyber-warfare-saas-collapse", "youtube_url": "https://www.youtube.com/watch?v=yzk44lz-RGI", "transcript_url": "https://www.youtube.com/watch?v=yzk44lz-RGI", "link": "https://www.youtube.com/watch?v=yzk44lz-RGI&t=795s"}
{"episode_id": "rss:36bc766ab0e7ccec", "title": "Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse", "show": "All-In Podcast", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Nikesh Arora", "timestamp": 636, "text": "Nikesh Arora says his company inspects endpoint traffic with on-endpoint machine learning at about $20 to $30 per endpoint per year, and trains small language models to 99.9% accuracy rather than using frontier tokens.", "tickers": ["PANW"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://allinchamathjason.libsyn.com/arvind-krishna-nikesh-arora-quantum-threat-open-vs-frontier-ai-ai-cyber-warfare-saas-collapse", "youtube_url": "https://www.youtube.com/watch?v=yzk44lz-RGI", "transcript_url": "https://www.youtube.com/watch?v=yzk44lz-RGI", "link": "https://www.youtube.com/watch?v=yzk44lz-RGI&t=636s"}
{"episode_id": "rss:36bc766ab0e7ccec", "title": "Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse", "show": "All-In Podcast", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Arvind Krishna", "timestamp": 1215, "text": "Krishna says agents write probably half the code inside his company, and that it is superior to what was written before.", "tickers": ["IBM"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://allinchamathjason.libsyn.com/arvind-krishna-nikesh-arora-quantum-threat-open-vs-frontier-ai-ai-cyber-warfare-saas-collapse", "youtube_url": "https://www.youtube.com/watch?v=yzk44lz-RGI", "transcript_url": "https://www.youtube.com/watch?v=yzk44lz-RGI", "link": "https://www.youtube.com/watch?v=yzk44lz-RGI&t=1215s"}
{"episode_id": "rss:36bc766ab0e7ccec", "title": "Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse", "show": "All-In Podcast", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Arvind Krishna", "timestamp": 49, "text": "Krishna says DARPA's quantum benchmarking program is down to about 13 companies from a couple of hundred, with ~2030 the midpoint for quantum breaking today's cryptography.", "tickers": ["IBM"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://allinchamathjason.libsyn.com/arvind-krishna-nikesh-arora-quantum-threat-open-vs-frontier-ai-ai-cyber-warfare-saas-collapse", "youtube_url": "https://www.youtube.com/watch?v=yzk44lz-RGI", "transcript_url": "https://www.youtube.com/watch?v=yzk44lz-RGI", "link": "https://www.youtube.com/watch?v=yzk44lz-RGI&t=49s"}
{"episode_id": "rss:3d3c46952a726258", "title": "Satya Nadella on chasing frontier labs, security, “SI,” & succession at Microsoft", "show": "Future Proof from Semafor Technology", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Satya Nadella (Microsoft CEO)", "timestamp": 1355, "text": "Microsoft is deliberately building its own models roughly 3 to 6 months behind the frontier at around 20 percent of the cost, which Nadella calls good for shareholders (6 months is the interviewer's figure; 20 percent is Nadella's illustrative figure).", "tickers": ["MSFT"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.semafor.com/", "youtube_url": "https://www.youtube.com/watch?v=CUgS4y4XiNY", "transcript_url": "https://www.youtube.com/watch?v=CUgS4y4XiNY", "link": "https://www.youtube.com/watch?v=CUgS4y4XiNY&t=1355s"}
{"episode_id": "rss:3d3c46952a726258", "title": "Satya Nadella on chasing frontier labs, security, “SI,” & succession at Microsoft", "show": "Future Proof from Semafor Technology", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Satya Nadella (Microsoft CEO)", "timestamp": 1839, "text": "Rajesh Jha, who led the Office 365 effort, is retiring from Microsoft.", "tickers": ["MSFT"], "novelty": 2, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.semafor.com/", "youtube_url": "https://www.youtube.com/watch?v=CUgS4y4XiNY", "transcript_url": "https://www.youtube.com/watch?v=CUgS4y4XiNY", "link": "https://www.youtube.com/watch?v=CUgS4y4XiNY&t=1839s"}
{"episode_id": "rss:e7d9356319a35813", "title": "Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26", "show": "Squawk Pod", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "CNBC anchor", "timestamp": 168, "text": "SpaceX guided Q1 2027 revenue to $33B-$37B versus a roughly $22B analyst average, and Starlink subscribers grew to 13.6M from 12M in the prior quarter.", "tickers": [], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.cnbc.com", "youtube_url": "https://www.youtube.com/watch?v=n0Nu6TbDJe0", "transcript_url": "https://www.youtube.com/watch?v=n0Nu6TbDJe0", "link": "https://www.youtube.com/watch?v=n0Nu6TbDJe0&t=168s"}
{"episode_id": "rss:e7d9356319a35813", "title": "Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26", "show": "Squawk Pod", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Brad Gerstner (Altimeter)", "timestamp": 1011, "text": "Brad Gerstner said SpaceX is standing up 200,000 GB300s per month, 3 GW by year end and 10 GW next year, about 25% of the 43 GW forecast for total US compute additions next year.", "tickers": [], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.cnbc.com", "youtube_url": "https://www.youtube.com/watch?v=n0Nu6TbDJe0", "transcript_url": "https://www.youtube.com/watch?v=n0Nu6TbDJe0", "link": "https://www.youtube.com/watch?v=n0Nu6TbDJe0&t=1011s"}
{"episode_id": "rss:e7d9356319a35813", "title": "Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26", "show": "Squawk Pod", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Brad Gerstner (Altimeter)", "timestamp": 2141, "text": "Altimeter's forecast has Anthropic at about $140-150B of GAAP revenue next year, which at 10x-12x implies about $1.5T-$2T valuation.", "tickers": ["private:Anthropic"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.cnbc.com", "youtube_url": "https://www.youtube.com/watch?v=n0Nu6TbDJe0", "transcript_url": "https://www.youtube.com/watch?v=n0Nu6TbDJe0", "link": "https://www.youtube.com/watch?v=n0Nu6TbDJe0&t=2141s"}
{"episode_id": "rss:f2c2930d13eca36f", "title": "Sam Altman: RSI, AI Consciousness, OpenAI's New Hardware, Compute, and more!", "show": "Forward Future Interviews", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Sam Altman", "timestamp": 1972, "text": "Altman says OpenAI's internal models are ahead of public ones, citing math results that no widely available model can approach.", "tickers": ["private:OpenAI"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.buzzsprout.com/2640889", "youtube_url": null, "transcript_url": "https://www.buzzsprout.com/2640889/19995455/transcript.vtt", "link": "https://www.buzzsprout.com/2640889"}
{"episode_id": "rss:f2c2930d13eca36f", "title": "Sam Altman: RSI, AI Consciousness, OpenAI's New Hardware, Compute, and more!", "show": "Forward Future Interviews", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Sam Altman", "timestamp": 1860, "text": "Altman says OpenAI's own chips, robots that build data centers and supply-chain bets could yield far lower-cost, higher-efficiency-per-watt compute than anyone thinks possible.", "tickers": ["private:OpenAI"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.buzzsprout.com/2640889", "youtube_url": null, "transcript_url": "https://www.buzzsprout.com/2640889/19995455/transcript.vtt", "link": "https://www.buzzsprout.com/2640889"}
{"episode_id": "rss:3d3c46952a726258", "title": "Satya Nadella on chasing frontier labs, security, “SI,” & succession at Microsoft", "show": "Future Proof from Semafor Technology", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Satya Nadella (Microsoft CEO)", "timestamp": 1253, "text": "Microsoft has access to OpenAI's models and IP through 2032.", "tickers": ["MSFT", "private:OpenAI"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.semafor.com/", "youtube_url": "https://www.youtube.com/watch?v=CUgS4y4XiNY", "transcript_url": "https://www.youtube.com/watch?v=CUgS4y4XiNY", "link": "https://www.youtube.com/watch?v=CUgS4y4XiNY&t=1253s"}
{"episode_id": "rss:3d3c46952a726258", "title": "Satya Nadella on chasing frontier labs, security, “SI,” & succession at Microsoft", "show": "Future Proof from Semafor Technology", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Satya Nadella (Microsoft CEO)", "timestamp": 810, "text": "Microsoft's consumer Office 365 subscription has more than 100 million subscribers.", "tickers": ["MSFT"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.semafor.com/", "youtube_url": "https://www.youtube.com/watch?v=CUgS4y4XiNY", "transcript_url": "https://www.youtube.com/watch?v=CUgS4y4XiNY", "link": "https://www.youtube.com/watch?v=CUgS4y4XiNY&t=810s"}
{"episode_id": "rss:3d3c46952a726258", "title": "Satya Nadella on chasing frontier labs, security, “SI,” & succession at Microsoft", "show": "Future Proof from Semafor Technology", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Satya Nadella (Microsoft CEO)", "timestamp": 997, "text": "Nadella expects enterprises to hold back model deployment until they have a control and assurance layer that sits outside the model.", "tickers": ["MSFT"], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.semafor.com/", "youtube_url": "https://www.youtube.com/watch?v=CUgS4y4XiNY", "transcript_url": "https://www.youtube.com/watch?v=CUgS4y4XiNY", "link": "https://www.youtube.com/watch?v=CUgS4y4XiNY&t=997s"}
{"episode_id": "rss:e7d9356319a35813", "title": "Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26", "show": "Squawk Pod", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "CNBC anchor", "timestamp": 106, "text": "SpaceX reported its first-ever profit for Q3, with revenue up more than 160% year over year and its AI business up ninefold.", "tickers": [], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.cnbc.com", "youtube_url": "https://www.youtube.com/watch?v=n0Nu6TbDJe0", "transcript_url": "https://www.youtube.com/watch?v=n0Nu6TbDJe0", "link": "https://www.youtube.com/watch?v=n0Nu6TbDJe0&t=106s"}
{"episode_id": "rss:e7d9356319a35813", "title": "Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26", "show": "Squawk Pod", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Scott Kirby (United CEO)", "timestamp": 2677, "text": "United expects to pass on about 72% of its fuel cost increase and wants to get to 100%.", "tickers": ["UAL"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.cnbc.com", "youtube_url": "https://www.youtube.com/watch?v=n0Nu6TbDJe0", "transcript_url": "https://www.youtube.com/watch?v=n0Nu6TbDJe0", "link": "https://www.youtube.com/watch?v=n0Nu6TbDJe0&t=2677s"}
{"episode_id": "rss:f2c2930d13eca36f", "title": "Sam Altman: RSI, AI Consciousness, OpenAI's New Hardware, Compute, and more!", "show": "Forward Future Interviews", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Sam Altman", "timestamp": 147, "text": "Altman hopes AI yields a candidate treatment for a major disease within the next couple of years, with the FDA process still to follow.", "tickers": ["private:OpenAI"], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.buzzsprout.com/2640889", "youtube_url": null, "transcript_url": "https://www.buzzsprout.com/2640889/19995455/transcript.vtt", "link": "https://www.buzzsprout.com/2640889"}
{"episode_id": "rss:f2c2930d13eca36f", "title": "Sam Altman: RSI, AI Consciousness, OpenAI's New Hardware, Compute, and more!", "show": "Forward Future Interviews", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Sam Altman", "timestamp": 2049, "text": "Altman says the lasting moats are customer integration, network effects and data, and for OpenAI the scale of its infrastructure, if it has the most cost-effective AI infrastructure.", "tickers": ["private:OpenAI"], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.buzzsprout.com/2640889", "youtube_url": null, "transcript_url": "https://www.buzzsprout.com/2640889/19995455/transcript.vtt", "link": "https://www.buzzsprout.com/2640889"}
{"episode_id": "rss:f2c2930d13eca36f", "title": "Sam Altman: RSI, AI Consciousness, OpenAI's New Hardware, Compute, and more!", "show": "Forward Future Interviews", "published": "2026-10-21", "date": "2026-10-21", "tier": 1, "speaker": "Sam Altman", "timestamp": 935, "text": "Altman would bet a lot that demand for compute keeps rising, with periods of supply constraint and glut along the way.", "tickers": [], "novelty": 0, "verifiable": 0, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.buzzsprout.com/2640889", "youtube_url": null, "transcript_url": "https://www.buzzsprout.com/2640889/19995455/transcript.vtt", "link": "https://www.buzzsprout.com/2640889"}
{"episode_id": "rss:b234d48869240dc9", "title": "The Mind of Larry Ellison w/ Tom Dotan", "show": "Better Offline", "published": "2026-10-21", "date": "2026-10-21", "tier": 2, "speaker": "Tom Dotan (guest, journalist)", "timestamp": 911, "text": "Larry Ellison now owns about 40% of Oracle, up from the mid-20s a decade ago, after Oracle's stock buybacks.", "tickers": ["ORCL"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://podcasts.apple.com/us/podcast/the-mind-of-larry-ellison-w-tom-dotan/id1730587238?i=1000797373127&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/the-mind-of-larry-ellison-w-tom-dotan/id1730587238?i=1000797373127&uo=4"}
{"episode_id": "rss:b234d48869240dc9", "title": "The Mind of Larry Ellison w/ Tom Dotan", "show": "Better Offline", "published": "2026-10-21", "date": "2026-10-21", "tier": 2, "speaker": "Tom Dotan (guest, journalist)", "timestamp": 2542, "text": "Oracle has been turned cash-flow negative by debt-funded capex for AI data centers, and it owns 15% of TikTok.", "tickers": ["ORCL"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://podcasts.apple.com/us/podcast/the-mind-of-larry-ellison-w-tom-dotan/id1730587238?i=1000797373127&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/the-mind-of-larry-ellison-w-tom-dotan/id1730587238?i=1000797373127&uo=4"}
{"episode_id": "rss:b234d48869240dc9", "title": "The Mind of Larry Ellison w/ Tom Dotan", "show": "Better Offline", "published": "2026-10-21", "date": "2026-10-21", "tier": 2, "speaker": "Ed Zitron (host)", "timestamp": 1065, "text": "A planned Ellison sale of about $7B of Oracle shares was pulled back within a day, and he is instead taking another margin loan against the shares.", "tickers": ["ORCL"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://podcasts.apple.com/us/podcast/the-mind-of-larry-ellison-w-tom-dotan/id1730587238?i=1000797373127&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/the-mind-of-larry-ellison-w-tom-dotan/id1730587238?i=1000797373127&uo=4"}
{"episode_id": "rss:b234d48869240dc9", "title": "The Mind of Larry Ellison w/ Tom Dotan", "show": "Better Offline", "published": "2026-10-21", "date": "2026-10-21", "tier": 2, "speaker": "Ed Zitron (host)", "timestamp": 92, "text": "Oracle has done about $190B or more of stock buybacks since inception.", "tickers": ["ORCL"], "novelty": 0, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://podcasts.apple.com/us/podcast/the-mind-of-larry-ellison-w-tom-dotan/id1730587238?i=1000797373127&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/the-mind-of-larry-ellison-w-tom-dotan/id1730587238?i=1000797373127&uo=4"}
{"episode_id": "rss:102e872a7dfb22e0", "title": "Ep. 039 - [EMERGENCY] Our Numbers Are \"Insane.\" Here's the Proof. (Datacenters) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos", "show": "SemiAnalysis", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "host (SemiAnalysis)", "timestamp": 79, "text": "SemiAnalysis is raising its 2027 data-center build forecast from 43 GW (article title says 50 GW in a single year), against critics who say only about 25 GW will be built.", "tickers": [], "novelty": 3, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://podcasters.spotify.com/pod/show/jordan-nanos/episodes/Ep--039---EMERGENCY-Our-Numbers-Are-Insane--Heres-the-Proof--Datacenters--Jeremie-Ontiveros--Reyk-Knuhtsen--Jordan-Nanos-e3qpvpg", "youtube_url": "https://www.youtube.com/watch?v=I3tNGNjYcDw", "transcript_url": "https://www.youtube.com/watch?v=I3tNGNjYcDw", "link": "https://www.youtube.com/watch?v=I3tNGNjYcDw&t=79s"}
{"episode_id": "rss:102e872a7dfb22e0", "title": "Ep. 039 - [EMERGENCY] Our Numbers Are \"Insane.\" Here's the Proof. (Datacenters) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos", "show": "SemiAnalysis", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "guest analyst (SemiAnalysis)", "timestamp": 439, "text": "SemiAnalysis mapped over 400 data-center moratoriums against sites it tracks and found only about 10% of capacity was affected.", "tickers": [], "novelty": 3, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://podcasters.spotify.com/pod/show/jordan-nanos/episodes/Ep--039---EMERGENCY-Our-Numbers-Are-Insane--Heres-the-Proof--Datacenters--Jeremie-Ontiveros--Reyk-Knuhtsen--Jordan-Nanos-e3qpvpg", "youtube_url": "https://www.youtube.com/watch?v=I3tNGNjYcDw", "transcript_url": "https://www.youtube.com/watch?v=I3tNGNjYcDw", "link": "https://www.youtube.com/watch?v=I3tNGNjYcDw&t=439s"}
{"episode_id": "rss:102e872a7dfb22e0", "title": "Ep. 039 - [EMERGENCY] Our Numbers Are \"Insane.\" Here's the Proof. (Datacenters) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos", "show": "SemiAnalysis", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "guest analyst (SemiAnalysis)", "timestamp": 827, "text": "Oracle's New Mexico campus has over a gigawatt of IT capacity under construction, but SemiAnalysis assumes a slow ramp because of power delivery problems, so little counts in 2027.", "tickers": ["ORCL"], "novelty": 3, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://podcasters.spotify.com/pod/show/jordan-nanos/episodes/Ep--039---EMERGENCY-Our-Numbers-Are-Insane--Heres-the-Proof--Datacenters--Jeremie-Ontiveros--Reyk-Knuhtsen--Jordan-Nanos-e3qpvpg", "youtube_url": "https://www.youtube.com/watch?v=I3tNGNjYcDw", "transcript_url": "https://www.youtube.com/watch?v=I3tNGNjYcDw", "link": "https://www.youtube.com/watch?v=I3tNGNjYcDw&t=827s"}
{"episode_id": "rss:102e872a7dfb22e0", "title": "Ep. 039 - [EMERGENCY] Our Numbers Are \"Insane.\" Here's the Proof. (Datacenters) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos", "show": "SemiAnalysis", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "guest analyst (SemiAnalysis)", "timestamp": 1621, "text": "SemiAnalysis says chips are already in oversupply relative to data-center megawatts today, with 2028 a risk of flipping to data-center oversupply.", "tickers": [], "novelty": 3, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://podcasters.spotify.com/pod/show/jordan-nanos/episodes/Ep--039---EMERGENCY-Our-Numbers-Are-Insane--Heres-the-Proof--Datacenters--Jeremie-Ontiveros--Reyk-Knuhtsen--Jordan-Nanos-e3qpvpg", "youtube_url": "https://www.youtube.com/watch?v=I3tNGNjYcDw", "transcript_url": "https://www.youtube.com/watch?v=I3tNGNjYcDw", "link": "https://www.youtube.com/watch?v=I3tNGNjYcDw&t=1621s"}
{"episode_id": "rss:102e872a7dfb22e0", "title": "Ep. 039 - [EMERGENCY] Our Numbers Are \"Insane.\" Here's the Proof. (Datacenters) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos", "show": "SemiAnalysis", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "guest analyst (SemiAnalysis)", "timestamp": 1143, "text": "Signed data-center leasing exceeds $1T, and crypto-miner backlogs at Applied Digital and Core Scientific are now in the tens of billions of dollars.", "tickers": ["APLD", "CORZ"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 8, "url": "https://podcasters.spotify.com/pod/show/jordan-nanos/episodes/Ep--039---EMERGENCY-Our-Numbers-Are-Insane--Heres-the-Proof--Datacenters--Jeremie-Ontiveros--Reyk-Knuhtsen--Jordan-Nanos-e3qpvpg", "youtube_url": "https://www.youtube.com/watch?v=I3tNGNjYcDw", "transcript_url": "https://www.youtube.com/watch?v=I3tNGNjYcDw", "link": "https://www.youtube.com/watch?v=I3tNGNjYcDw&t=1143s"}
{"episode_id": "rss:a619b3f73b52b6bf", "title": "Google CEO Sundar Pichai: AI’s Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products", "show": "Big Technology Podcast", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Sundar Pichai (Alphabet CEO)", "timestamp": 163, "text": "Google's newest Gemini model (referred to as Argon) used almost 25 trillion tokens in its first 72 hours, about 3x Gemini 3.0, and Google is capacity constrained serving it.", "tickers": ["GOOGL"], "novelty": 3, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://www.bigtechnology.com/", "youtube_url": "https://www.youtube.com/watch?v=F3ItSTZNtT0", "transcript_url": "https://www.youtube.com/watch?v=F3ItSTZNtT0", "link": "https://www.youtube.com/watch?v=F3ItSTZNtT0&t=163s"}
{"episode_id": "rss:a619b3f73b52b6bf", "title": "Google CEO Sundar Pichai: AI’s Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products", "show": "Big Technology Podcast", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Sundar Pichai (Alphabet CEO)", "timestamp": 1370, "text": "Google Cloud is at any given moment forgoing short-term revenue because of compute tradeoffs made to support frontier AI development.", "tickers": ["GOOGL"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://www.bigtechnology.com/", "youtube_url": "https://www.youtube.com/watch?v=F3ItSTZNtT0", "transcript_url": "https://www.youtube.com/watch?v=F3ItSTZNtT0", "link": "https://www.youtube.com/watch?v=F3ItSTZNtT0&t=1370s"}
{"episode_id": "rss:a619b3f73b52b6bf", "title": "Google CEO Sundar Pichai: AI’s Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products", "show": "Big Technology Podcast", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Sundar Pichai (Alphabet CEO)", "timestamp": 1157, "text": "A customer asking for compute for 2027 now is incredibly difficult to serve, and Google leased some short-term compute last year to accommodate customers.", "tickers": ["GOOGL"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://www.bigtechnology.com/", "youtube_url": "https://www.youtube.com/watch?v=F3ItSTZNtT0", "transcript_url": "https://www.youtube.com/watch?v=F3ItSTZNtT0", "link": "https://www.youtube.com/watch?v=F3ItSTZNtT0&t=1157s"}
{"episode_id": "rss:a619b3f73b52b6bf", "title": "Google CEO Sundar Pichai: AI’s Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products", "show": "Big Technology Podcast", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Sundar Pichai (Alphabet CEO)", "timestamp": 2292, "text": "In the four weeks since Argon launched, Google saw a 30% increase in 'sales' (as stated) and about a one-third decrease in rollbacks.", "tickers": ["GOOGL"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://www.bigtechnology.com/", "youtube_url": "https://www.youtube.com/watch?v=F3ItSTZNtT0", "transcript_url": "https://www.youtube.com/watch?v=F3ItSTZNtT0", "link": "https://www.youtube.com/watch?v=F3ItSTZNtT0&t=2292s"}
{"episode_id": "rss:a619b3f73b52b6bf", "title": "Google CEO Sundar Pichai: AI’s Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products", "show": "Big Technology Podcast", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Sundar Pichai (Alphabet CEO)", "timestamp": 2369, "text": "Google says it is bringing incremental power and covering 100% of the cost of its power needs for these data center projects.", "tickers": ["GOOGL"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 7, "url": "https://www.bigtechnology.com/", "youtube_url": "https://www.youtube.com/watch?v=F3ItSTZNtT0", "transcript_url": "https://www.youtube.com/watch?v=F3ItSTZNtT0", "link": "https://www.youtube.com/watch?v=F3ItSTZNtT0&t=2369s"}
{"episode_id": "rss:da7dca8e5c9567d6", "title": "MicroVCSELs vs MicroLEDs, a MicroExplainer", "show": "Semi Doped", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "host", "timestamp": 4, "text": "Credo's first active light cable shown at OCP uses microVCSELs, not the microLED technology it bought through its Hyperloom acquisition.", "tickers": ["CRDO"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 6, "url": "http://semidoped.fm", "youtube_url": null, "transcript_url": "https://www.buzzsprout.com/2570635/19990505/transcript.vtt", "link": "http://semidoped.fm"}
{"episode_id": "rss:da7dca8e5c9567d6", "title": "MicroVCSELs vs MicroLEDs, a MicroExplainer", "show": "Semi Doped", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "host", "timestamp": 1273, "text": "MicroLEDs top out near 3 to 5 Gbps per emitter, so about 300 parallel lanes are needed to reach 1 Tbps.", "tickers": [], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 6, "url": "http://semidoped.fm", "youtube_url": null, "transcript_url": "https://www.buzzsprout.com/2570635/19990505/transcript.vtt", "link": "http://semidoped.fm"}
{"episode_id": "rss:da7dca8e5c9567d6", "title": "MicroVCSELs vs MicroLEDs, a MicroExplainer", "show": "Semi Doped", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "host", "timestamp": 1624, "text": "MicroVCSELs can reach 50 meters at 50 Gbps or more per lane, about 10 times the data rate of a microLED.", "tickers": [], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 6, "url": "http://semidoped.fm", "youtube_url": null, "transcript_url": "https://www.buzzsprout.com/2570635/19990505/transcript.vtt", "link": "http://semidoped.fm"}
{"episode_id": "rss:da7dca8e5c9567d6", "title": "MicroVCSELs vs MicroLEDs, a MicroExplainer", "show": "Semi Doped", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "host", "timestamp": 1696, "text": "Lumentum and Coherent are working on 1060 nanometer VCSELs for this application.", "tickers": ["LITE", "COHR"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 6, "url": "http://semidoped.fm", "youtube_url": null, "transcript_url": "https://www.buzzsprout.com/2570635/19990505/transcript.vtt", "link": "http://semidoped.fm"}
{"episode_id": "rss:da7dca8e5c9567d6", "title": "MicroVCSELs vs MicroLEDs, a MicroExplainer", "show": "Semi Doped", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "host", "timestamp": 291, "text": "Credo acquired the microLED startup Hyperloom (as named in the transcript) for $92 million.", "tickers": ["CRDO"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 6, "url": "http://semidoped.fm", "youtube_url": null, "transcript_url": "https://www.buzzsprout.com/2570635/19990505/transcript.vtt", "link": "http://semidoped.fm"}
{"episode_id": "rss:ed2177d4820cc271", "title": "The Terafab Kerfuffle: Tim's Scoop Caused a Stir, But What's Next for the Epic Fab?", "show": "Supply Chained", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "host", "timestamp": 901, "text": "Intel has shared its process flow and tool list with Terafab, according to people the host spoke to.", "tickers": ["INTC", "private:Terafab"], "novelty": 3, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasters.spotify.com/pod/show/jon83/episodes/The-Terafab-Kerfuffle-Tims-Scoop-Caused-a-Stir--But-Whats-Next-for-the-Epic-Fab-e3qpd99", "youtube_url": "https://www.youtube.com/watch?v=B-4TpEU4b6E", "transcript_url": "https://www.youtube.com/watch?v=B-4TpEU4b6E", "link": "https://www.youtube.com/watch?v=B-4TpEU4b6E&t=901s"}
{"episode_id": "rss:6f5dd492ca03fe0b", "title": "Inside the Robot Data Factory: Mecka's Josh Gao on Sensorizing Humans to Train Robots", "show": "Training Data", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Josh Gao (CEO, Mecka AI)", "timestamp": 1979, "text": "Robot training is converging on about a million hours of human data, tens of thousands of hours of UMI data and a few hours of in-domain teleoperation.", "tickers": ["private:Mecka AI"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.sequoiacap.com/", "youtube_url": "https://www.youtube.com/watch?v=0idrTKCDhuE", "transcript_url": "https://www.youtube.com/watch?v=0idrTKCDhuE", "link": "https://www.youtube.com/watch?v=0idrTKCDhuE&t=1979s"}
{"episode_id": "rss:6f5dd492ca03fe0b", "title": "Inside the Robot Data Factory: Mecka's Josh Gao on Sensorizing Humans to Train Robots", "show": "Training Data", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Josh Gao (CEO, Mecka AI)", "timestamp": 868, "text": "Mecka has installed 100 GB (transcribed; description says 100-gigabit) upload lines to handle hundreds of petabytes of data.", "tickers": ["private:Mecka AI"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.sequoiacap.com/", "youtube_url": "https://www.youtube.com/watch?v=0idrTKCDhuE", "transcript_url": "https://www.youtube.com/watch?v=0idrTKCDhuE", "link": "https://www.youtube.com/watch?v=0idrTKCDhuE&t=868s"}
{"episode_id": "rss:6f5dd492ca03fe0b", "title": "Inside the Robot Data Factory: Mecka's Josh Gao on Sensorizing Humans to Train Robots", "show": "Training Data", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Josh Gao (CEO, Mecka AI)", "timestamp": 211, "text": "Gao says robotics pre-training data is already a large market, unlike LLM pre-training data, which never became one.", "tickers": ["private:Mecka AI"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.sequoiacap.com/", "youtube_url": "https://www.youtube.com/watch?v=0idrTKCDhuE", "transcript_url": "https://www.youtube.com/watch?v=0idrTKCDhuE", "link": "https://www.youtube.com/watch?v=0idrTKCDhuE&t=211s"}
{"episode_id": "rss:ed2177d4820cc271", "title": "The Terafab Kerfuffle: Tim's Scoop Caused a Stir, But What's Next for the Epic Fab?", "show": "Supply Chained", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "host", "timestamp": 142, "text": "TSMC's CEO said on its earnings call that TSMC is looking at Texas and talking to Terafab about using some of its spare capacity.", "tickers": ["TSM", "private:Terafab"], "novelty": 2, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasters.spotify.com/pod/show/jon83/episodes/The-Terafab-Kerfuffle-Tims-Scoop-Caused-a-Stir--But-Whats-Next-for-the-Epic-Fab-e3qpd99", "youtube_url": "https://www.youtube.com/watch?v=B-4TpEU4b6E", "transcript_url": "https://www.youtube.com/watch?v=B-4TpEU4b6E", "link": "https://www.youtube.com/watch?v=B-4TpEU4b6E&t=142s"}
{"episode_id": "rss:ed2177d4820cc271", "title": "The Terafab Kerfuffle: Tim's Scoop Caused a Stir, But What's Next for the Epic Fab?", "show": "Supply Chained", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "host", "timestamp": 498, "text": "Tesla and SpaceX have recruited heavily from Intel, including its fab manager, and from Samsung's Taylor, Texas fab, offering roughly 1.5 to 2 times prior market pay (as stated).", "tickers": ["INTC", "005930.KS"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasters.spotify.com/pod/show/jon83/episodes/The-Terafab-Kerfuffle-Tims-Scoop-Caused-a-Stir--But-Whats-Next-for-the-Epic-Fab-e3qpd99", "youtube_url": "https://www.youtube.com/watch?v=B-4TpEU4b6E", "transcript_url": "https://www.youtube.com/watch?v=B-4TpEU4b6E", "link": "https://www.youtube.com/watch?v=B-4TpEU4b6E&t=498s"}
{"episode_id": "rss:ed2177d4820cc271", "title": "The Terafab Kerfuffle: Tim's Scoop Caused a Stir, But What's Next for the Epic Fab?", "show": "Supply Chained", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "host", "timestamp": 341, "text": "Musk's company rented its Colossus data center to Anthropic at about 1.5 million or billion dollars a month (unit unclear as stated), and Musk later said he might take the capacity back.", "tickers": ["private:Anthropic"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasters.spotify.com/pod/show/jon83/episodes/The-Terafab-Kerfuffle-Tims-Scoop-Caused-a-Stir--But-Whats-Next-for-the-Epic-Fab-e3qpd99", "youtube_url": "https://www.youtube.com/watch?v=B-4TpEU4b6E", "transcript_url": "https://www.youtube.com/watch?v=B-4TpEU4b6E", "link": "https://www.youtube.com/watch?v=B-4TpEU4b6E&t=341s"}
{"episode_id": "rss:6f5dd492ca03fe0b", "title": "Inside the Robot Data Factory: Mecka's Josh Gao on Sensorizing Humans to Train Robots", "show": "Training Data", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Josh Gao (CEO, Mecka AI)", "timestamp": 1174, "text": "Collected human-demonstration data for robotics has reached millions of hours, versus about 4,000 hours in Ego4D two years ago.", "tickers": ["private:Mecka AI"], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.sequoiacap.com/", "youtube_url": "https://www.youtube.com/watch?v=0idrTKCDhuE", "transcript_url": "https://www.youtube.com/watch?v=0idrTKCDhuE", "link": "https://www.youtube.com/watch?v=0idrTKCDhuE&t=1174s"}
{"episode_id": "rss:6f5dd492ca03fe0b", "title": "Inside the Robot Data Factory: Mecka's Josh Gao on Sensorizing Humans to Train Robots", "show": "Training Data", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Josh Gao (CEO, Mecka AI)", "timestamp": 1398, "text": "Gao expects pick-and-place and packaging manipulation tasks on assembly lines to be solved within the next year or two.", "tickers": ["private:Mecka AI"], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://www.sequoiacap.com/", "youtube_url": "https://www.youtube.com/watch?v=0idrTKCDhuE", "transcript_url": "https://www.youtube.com/watch?v=0idrTKCDhuE", "link": "https://www.youtube.com/watch?v=0idrTKCDhuE&t=1398s"}
{"episode_id": "rss:0272b630b600f9d5", "title": "Meta’s Product Director Explains How Its Ad Algorithm Works", "show": "Marketing Operators", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Sukhesh Miryala (Director of Product Management, Meta)", "timestamp": 1307, "text": "Meta is alpha and beta testing lifetime-value optimization products that have not yet shipped.", "tickers": ["META"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/marketing-operators/episodes/Metas-Product-Director-Explains-How-Its-Ad-Algorithm-Works-e3qofu9", "youtube_url": "https://www.youtube.com/watch?v=xjK7xzRX9m0", "transcript_url": "https://www.youtube.com/watch?v=xjK7xzRX9m0", "link": "https://www.youtube.com/watch?v=xjK7xzRX9m0&t=1307s"}
{"episode_id": "rss:abfb5e68c88bdf63", "title": "Elon Musk: \"Humans Won't Be in Control\" When AI Becomes Smarter Than Us", "show": "The Builders", "published": "2026-10-20", "date": "2026-10-20", "tier": 2, "speaker": "Elon Musk", "timestamp": 2057, "text": "Musk says he is putting together 200 GW a year of US solar production capacity (as stated), which he says is much more than currently exists.", "tickers": [], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasts.apple.com/us/podcast/elon-musk-humans-wont-be-in-control-when-ai-becomes/id6820674378?i=1000797217781&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/elon-musk-humans-wont-be-in-control-when-ai-becomes/id6820674378?i=1000797217781&uo=4"}
{"episode_id": "rss:0272b630b600f9d5", "title": "Meta’s Product Director Explains How Its Ad Algorithm Works", "show": "Marketing Operators", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Sukhesh Miryala (Director of Product Management, Meta)", "timestamp": 1697, "text": "Meta's director of product management says Andromeda lets the retrieval stage rank about 10,000 more ads per impression than before (figure as stated).", "tickers": ["META"], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/marketing-operators/episodes/Metas-Product-Director-Explains-How-Its-Ad-Algorithm-Works-e3qofu9", "youtube_url": "https://www.youtube.com/watch?v=xjK7xzRX9m0", "transcript_url": "https://www.youtube.com/watch?v=xjK7xzRX9m0", "link": "https://www.youtube.com/watch?v=xjK7xzRX9m0&t=1697s"}
{"episode_id": "rss:0272b630b600f9d5", "title": "Meta’s Product Director Explains How Its Ad Algorithm Works", "show": "Marketing Operators", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Sukhesh Miryala (Director of Product Management, Meta)", "timestamp": 2304, "text": "Meta says its ad supply is healthy and growing with user engagement, and that CPMs are an outcome of auction supply and demand rather than a set lever.", "tickers": ["META"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/marketing-operators/episodes/Metas-Product-Director-Explains-How-Its-Ad-Algorithm-Works-e3qofu9", "youtube_url": "https://www.youtube.com/watch?v=xjK7xzRX9m0", "transcript_url": "https://www.youtube.com/watch?v=xjK7xzRX9m0", "link": "https://www.youtube.com/watch?v=xjK7xzRX9m0&t=2304s"}
{"episode_id": "rss:0272b630b600f9d5", "title": "Meta’s Product Director Explains How Its Ad Algorithm Works", "show": "Marketing Operators", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Sukhesh Miryala (Director of Product Management, Meta)", "timestamp": 3169, "text": "Meta says better relevancy ranking yields more clicks and conversions from the same impressions, so advertisers need fewer impressions for the same value.", "tickers": ["META"], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/marketing-operators/episodes/Metas-Product-Director-Explains-How-Its-Ad-Algorithm-Works-e3qofu9", "youtube_url": "https://www.youtube.com/watch?v=xjK7xzRX9m0", "transcript_url": "https://www.youtube.com/watch?v=xjK7xzRX9m0", "link": "https://www.youtube.com/watch?v=xjK7xzRX9m0&t=3169s"}
{"episode_id": "rss:0272b630b600f9d5", "title": "Meta’s Product Director Explains How Its Ad Algorithm Works", "show": "Marketing Operators", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Connor Rolain (Head of Growth, HexClad)", "timestamp": 712, "text": "HexClad's growth head says about 50% of its Meta ad account is optimized against value rather than lowest cost.", "tickers": ["META", "private:HexClad"], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasters.spotify.com/pod/show/marketing-operators/episodes/Metas-Product-Director-Explains-How-Its-Ad-Algorithm-Works-e3qofu9", "youtube_url": "https://www.youtube.com/watch?v=xjK7xzRX9m0", "transcript_url": "https://www.youtube.com/watch?v=xjK7xzRX9m0", "link": "https://www.youtube.com/watch?v=xjK7xzRX9m0&t=712s"}
{"episode_id": "rss:abfb5e68c88bdf63", "title": "Elon Musk: \"Humans Won't Be in Control\" When AI Becomes Smarter Than Us", "show": "The Builders", "published": "2026-10-20", "date": "2026-10-20", "tier": 2, "speaker": "Elon Musk", "timestamp": 535, "text": "Musk says xAI is providing compute to Anthropic.", "tickers": ["private:xAI", "private:Anthropic"], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasts.apple.com/us/podcast/elon-musk-humans-wont-be-in-control-when-ai-becomes/id6820674378?i=1000797217781&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/elon-musk-humans-wont-be-in-control-when-ai-becomes/id6820674378?i=1000797217781&uo=4"}
{"episode_id": "rss:abfb5e68c88bdf63", "title": "Elon Musk: \"Humans Won't Be in Control\" When AI Becomes Smarter Than Us", "show": "The Builders", "published": "2026-10-20", "date": "2026-10-20", "tier": 2, "speaker": "Elon Musk", "timestamp": 1031, "text": "Musk estimates digital superintelligence would raise world output of goods and services by 20-30%, about $30T a year incremental.", "tickers": [], "novelty": 1, "verifiable": 0, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasts.apple.com/us/podcast/elon-musk-humans-wont-be-in-control-when-ai-becomes/id6820674378?i=1000797217781&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/elon-musk-humans-wont-be-in-control-when-ai-becomes/id6820674378?i=1000797217781&uo=4"}
{"episode_id": "rss:abfb5e68c88bdf63", "title": "Elon Musk: \"Humans Won't Be in Control\" When AI Becomes Smarter Than Us", "show": "The Builders", "published": "2026-10-20", "date": "2026-10-20", "tier": 2, "speaker": "Elon Musk", "timestamp": 913, "text": "Musk says the US national debt can only be solved with AI and robots, not by cutting spending.", "tickers": [], "novelty": 0, "verifiable": 0, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://podcasts.apple.com/us/podcast/elon-musk-humans-wont-be-in-control-when-ai-becomes/id6820674378?i=1000797217781&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/elon-musk-humans-wont-be-in-control-when-ai-becomes/id6820674378?i=1000797217781&uo=4"}
{"episode_id": "rss:c39a73bfcd0063d6", "title": "How Toto Wolff built the most valuable team in F1", "show": "Cheeky Pint", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Toto Wolff", "timestamp": 3071, "text": "Mercedes F1 generates roughly $1 billion in revenue at about a 30% margin (about $300 million EBIT), so the valuation is around 15x EBIT.", "tickers": ["private:Mercedes-AMG F1"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://share.transistor.fm/s/62d31fa0", "youtube_url": "https://www.youtube.com/watch?v=mFLcqTGpVyU", "transcript_url": "https://www.youtube.com/watch?v=mFLcqTGpVyU", "link": "https://www.youtube.com/watch?v=mFLcqTGpVyU&t=3071s"}
{"episode_id": "rss:c39a73bfcd0063d6", "title": "How Toto Wolff built the most valuable team in F1", "show": "Cheeky Pint", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Toto Wolff", "timestamp": 3055, "text": "Wolff says that when he sold part of the team last year the multiple supported the stated valuation, and he would probably get about 30% more today.", "tickers": ["private:Mercedes-AMG F1"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://share.transistor.fm/s/62d31fa0", "youtube_url": "https://www.youtube.com/watch?v=mFLcqTGpVyU", "transcript_url": "https://www.youtube.com/watch?v=mFLcqTGpVyU", "link": "https://www.youtube.com/watch?v=mFLcqTGpVyU&t=3055s"}
{"episode_id": "rss:e2a7c5cc9446e4f7", "title": "AI Is Smarter Than Ever. So Where’s the Revolution?", "show": "Plain English with Derek Thompson", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Ethan Mollick", "timestamp": 3337, "text": "Meta's Muse personal agent has already been adopted by a couple million people with high stickiness (as stated, no source given).", "tickers": ["META"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://www.theringer.com/", "youtube_url": "https://www.youtube.com/watch?v=zthE5Oa8mlM", "transcript_url": "https://www.youtube.com/watch?v=zthE5Oa8mlM", "link": "https://www.youtube.com/watch?v=zthE5Oa8mlM&t=3337s"}
{"episode_id": "rss:e2a7c5cc9446e4f7", "title": "AI Is Smarter Than Ever. So Where’s the Revolution?", "show": "Plain English with Derek Thompson", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Ethan Mollick", "timestamp": 3266, "text": "Amazon has banned Meta's Muse agent from its site.", "tickers": ["AMZN", "META"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://www.theringer.com/", "youtube_url": "https://www.youtube.com/watch?v=zthE5Oa8mlM", "transcript_url": "https://www.youtube.com/watch?v=zthE5Oa8mlM", "link": "https://www.youtube.com/watch?v=zthE5Oa8mlM&t=3266s"}
{"episode_id": "rss:c39a73bfcd0063d6", "title": "How Toto Wolff built the most valuable team in F1", "show": "Cheeky Pint", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "host", "timestamp": 2809, "text": "A recent transaction valued the Mercedes F1 team at 4.6 billion pounds, which the host puts at about a 7x increase from a few years earlier.", "tickers": ["private:Mercedes-AMG F1"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://share.transistor.fm/s/62d31fa0", "youtube_url": "https://www.youtube.com/watch?v=mFLcqTGpVyU", "transcript_url": "https://www.youtube.com/watch?v=mFLcqTGpVyU", "link": "https://www.youtube.com/watch?v=mFLcqTGpVyU&t=2809s"}
{"episode_id": "rss:c39a73bfcd0063d6", "title": "How Toto Wolff built the most valuable team in F1", "show": "Cheeky Pint", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Toto Wolff", "timestamp": 561, "text": "The F1 cost cap of a bit over $200 million a year counts all engineering spend, which Wolff says pushed out speculative long-term R&D.", "tickers": ["private:Mercedes-AMG F1"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://share.transistor.fm/s/62d31fa0", "youtube_url": "https://www.youtube.com/watch?v=mFLcqTGpVyU", "transcript_url": "https://www.youtube.com/watch?v=mFLcqTGpVyU", "link": "https://www.youtube.com/watch?v=mFLcqTGpVyU&t=561s"}
{"episode_id": "rss:e2a7c5cc9446e4f7", "title": "AI Is Smarter Than Ever. So Where’s the Revolution?", "show": "Plain English with Derek Thompson", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "Ethan Mollick", "timestamp": 870, "text": "The average best AI model changes every 70 days or less; GPT-4 is now the 181st best model and 19 phone-sized models beat it (as stated).", "tickers": [], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://www.theringer.com/", "youtube_url": "https://www.youtube.com/watch?v=zthE5Oa8mlM", "transcript_url": "https://www.youtube.com/watch?v=zthE5Oa8mlM", "link": "https://www.youtube.com/watch?v=zthE5Oa8mlM&t=870s"}
{"episode_id": "rss:e2a7c5cc9446e4f7", "title": "AI Is Smarter Than Ever. So Where’s the Revolution?", "show": "Plain English with Derek Thompson", "published": "2026-10-20", "date": "2026-10-20", "tier": 1, "speaker": "host", "timestamp": 752, "text": "Only about 3% of individuals in the US personally pay for any AI subscription.", "tickers": [], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://www.theringer.com/", "youtube_url": "https://www.youtube.com/watch?v=zthE5Oa8mlM", "transcript_url": "https://www.youtube.com/watch?v=zthE5Oa8mlM", "link": "https://www.youtube.com/watch?v=zthE5Oa8mlM&t=752s"}
{"episode_id": "rss:757d02fc5f660083", "title": "WFE to the Moon (Still), Semicon West and OCP Insights", "show": "The Circuit", "published": "2026-10-19", "date": "2026-10-19", "tier": 1, "speaker": "host", "timestamp": 3165, "text": "Nvidia said at OCP that Rubin Ultra, due next year, would use co-packaged optics for scale-up, earlier than the 2028 Feynman timing most expected.", "tickers": ["NVDA"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 6, "url": "https://share.transistor.fm/s/26584b9e", "youtube_url": "https://www.youtube.com/watch?v=THegM3_zsvY", "transcript_url": "https://www.youtube.com/watch?v=THegM3_zsvY", "link": "https://www.youtube.com/watch?v=THegM3_zsvY&t=3165s"}
{"episode_id": "rss:757d02fc5f660083", "title": "WFE to the Moon (Still), Semicon West and OCP Insights", "show": "The Circuit", "published": "2026-10-19", "date": "2026-10-19", "tier": 1, "speaker": "host", "timestamp": 685, "text": "TSMC said on its earnings call that it sends its own employees to data centers to check how far along they are.", "tickers": ["TSM"], "novelty": 2, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 6, "url": "https://share.transistor.fm/s/26584b9e", "youtube_url": "https://www.youtube.com/watch?v=THegM3_zsvY", "transcript_url": "https://www.youtube.com/watch?v=THegM3_zsvY", "link": "https://www.youtube.com/watch?v=THegM3_zsvY&t=685s"}
{"episode_id": "rss:757d02fc5f660083", "title": "WFE to the Moon (Still), Semicon West and OCP Insights", "show": "The Circuit", "published": "2026-10-19", "date": "2026-10-19", "tier": 1, "speaker": "host", "timestamp": 1120, "text": "ASML is reportedly developing a hybrid bonding tool; a host says Besi and Applied Materials each took about 10 years to mature theirs.", "tickers": ["ASML", "BESI", "AMAT"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 6, "url": "https://share.transistor.fm/s/26584b9e", "youtube_url": "https://www.youtube.com/watch?v=THegM3_zsvY", "transcript_url": "https://www.youtube.com/watch?v=THegM3_zsvY", "link": "https://www.youtube.com/watch?v=THegM3_zsvY&t=1120s"}
{"episode_id": "rss:757d02fc5f660083", "title": "WFE to the Moon (Still), Semicon West and OCP Insights", "show": "The Circuit", "published": "2026-10-19", "date": "2026-10-19", "tier": 1, "speaker": "host", "timestamp": 530, "text": "A host says a person he spoke to had received tool orders from Terafab, Musk's planned fab, the first tangible sign of activity.", "tickers": ["private:Terafab", "ASML"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 6, "url": "https://share.transistor.fm/s/26584b9e", "youtube_url": "https://www.youtube.com/watch?v=THegM3_zsvY", "transcript_url": "https://www.youtube.com/watch?v=THegM3_zsvY", "link": "https://www.youtube.com/watch?v=THegM3_zsvY&t=530s"}
{"episode_id": "rss:757d02fc5f660083", "title": "WFE to the Moon (Still), Semicon West and OCP Insights", "show": "The Circuit", "published": "2026-10-19", "date": "2026-10-19", "tier": 1, "speaker": "host", "timestamp": 1194, "text": "Applied Materials is bullish on hybrid-bonding HBM wafers to stack higher, contrary to HBM buyers at Hot Chips who asked not to stack higher; Applied said it depends on workload.", "tickers": ["AMAT"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 6, "url": "https://share.transistor.fm/s/26584b9e", "youtube_url": "https://www.youtube.com/watch?v=THegM3_zsvY", "transcript_url": "https://www.youtube.com/watch?v=THegM3_zsvY", "link": "https://www.youtube.com/watch?v=THegM3_zsvY&t=1194s"}
{"episode_id": "rss:678fa7ecd72968e9", "title": "SpaceX, Tesla, Meta Headline Week's Big Tech Earnings", "show": "Bloomberg Businessweek", "published": "2026-10-19", "date": "2026-10-19", "tier": 2, "speaker": "Mandeep Singh (Bloomberg Intelligence)", "timestamp": 123, "text": "SpaceX's cloud segment guided to $100 billion ARR by year-end but is closer to a $25-30 billion run rate, with Anthropic and Google as its only named customers.", "tickers": ["SPACEX"], "novelty": 3, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasts.apple.com/us/podcast/spacex-tesla-meta-headline-weeks-big-tech-earnings/id393107187?i=1000797157595&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/spacex-tesla-meta-headline-weeks-big-tech-earnings/id393107187?i=1000797157595&uo=4"}
{"episode_id": "rss:678fa7ecd72968e9", "title": "SpaceX, Tesla, Meta Headline Week's Big Tech Earnings", "show": "Bloomberg Businessweek", "published": "2026-10-19", "date": "2026-10-19", "tier": 2, "speaker": "host", "timestamp": 745, "text": "Nscale and Anthropic are in talks on a roughly $45 billion compute deal (Bloomberg report) while investors question Nscale's $30 billion valuation as perhaps worth half.", "tickers": ["private:Nscale", "private:Anthropic"], "novelty": 3, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasts.apple.com/us/podcast/spacex-tesla-meta-headline-weeks-big-tech-earnings/id393107187?i=1000797157595&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/spacex-tesla-meta-headline-weeks-big-tech-earnings/id393107187?i=1000797157595&uo=4"}
{"episode_id": "rss:678fa7ecd72968e9", "title": "SpaceX, Tesla, Meta Headline Week's Big Tech Earnings", "show": "Bloomberg Businessweek", "published": "2026-10-19", "date": "2026-10-19", "tier": 2, "speaker": "Aravind Srinivas", "timestamp": 1442, "text": "Perplexity built its own agent sandbox because renting a third-party one would cost an extra $50 million a year or so at its traffic.", "tickers": ["private:Perplexity"], "novelty": 3, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasts.apple.com/us/podcast/spacex-tesla-meta-headline-weeks-big-tech-earnings/id393107187?i=1000797157595&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/spacex-tesla-meta-headline-weeks-big-tech-earnings/id393107187?i=1000797157595&uo=4"}
{"episode_id": "rss:678fa7ecd72968e9", "title": "SpaceX, Tesla, Meta Headline Week's Big Tech Earnings", "show": "Bloomberg Businessweek", "published": "2026-10-19", "date": "2026-10-19", "tier": 2, "speaker": "Mandeep Singh (Bloomberg Intelligence)", "timestamp": 309, "text": "Frontier labs have grown revenue about fivefold since the start of the year, but Anthropic's monthly ARR growth now appears to be slowing.", "tickers": ["private:Anthropic"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasts.apple.com/us/podcast/spacex-tesla-meta-headline-weeks-big-tech-earnings/id393107187?i=1000797157595&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/spacex-tesla-meta-headline-weeks-big-tech-earnings/id393107187?i=1000797157595&uo=4"}
{"episode_id": "rss:678fa7ecd72968e9", "title": "SpaceX, Tesla, Meta Headline Week's Big Tech Earnings", "show": "Bloomberg Businessweek", "published": "2026-10-19", "date": "2026-10-19", "tier": 2, "speaker": "Dan Ives", "timestamp": 655, "text": "Memory chip demand versus supply is 13 to 1 based on checks in Korea last week.", "tickers": [], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://podcasts.apple.com/us/podcast/spacex-tesla-meta-headline-weeks-big-tech-earnings/id393107187?i=1000797157595&uo=4", "youtube_url": null, "transcript_url": null, "link": "https://podcasts.apple.com/us/podcast/spacex-tesla-meta-headline-weeks-big-tech-earnings/id393107187?i=1000797157595&uo=4"}
{"episode_id": "rss:7751d07e53cbca69", "title": "Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity", "show": "All-In Podcast", "published": "2026-10-19", "date": "2026-10-19", "tier": 1, "speaker": "Dylan Field (CEO, Figma)", "timestamp": 1306, "text": "Field says App Store app counts are growing exponentially while app usage and utilization are flat.", "tickers": [], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://allinchamathjason.libsyn.com/dylan-field-is-ai-replacing-designers-design-is-the-new-code-democratizing-creativity", "youtube_url": "https://www.youtube.com/watch?v=2Zj6uMv3kTA", "transcript_url": "https://www.youtube.com/watch?v=2Zj6uMv3kTA", "link": "https://www.youtube.com/watch?v=2Zj6uMv3kTA&t=1306s"}
{"episode_id": "rss:7751d07e53cbca69", "title": "Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity", "show": "All-In Podcast", "published": "2026-10-19", "date": "2026-10-19", "tier": 1, "speaker": "Dylan Field (CEO, Figma)", "timestamp": 2319, "text": "Field cites an OpenAI math release the night before covering 700-plus papers on famous problems.", "tickers": ["private:OpenAI"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://allinchamathjason.libsyn.com/dylan-field-is-ai-replacing-designers-design-is-the-new-code-democratizing-creativity", "youtube_url": "https://www.youtube.com/watch?v=2Zj6uMv3kTA", "transcript_url": "https://www.youtube.com/watch?v=2Zj6uMv3kTA", "link": "https://www.youtube.com/watch?v=2Zj6uMv3kTA&t=2319s"}
{"episode_id": "rss:7751d07e53cbca69", "title": "Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity", "show": "All-In Podcast", "published": "2026-10-19", "date": "2026-10-19", "tier": 1, "speaker": "host", "timestamp": 858, "text": "A host says Figma grew 48% year over year in the quarter reported after the Claude Design announcement (figure and metric as stated by host).", "tickers": ["FIG"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://allinchamathjason.libsyn.com/dylan-field-is-ai-replacing-designers-design-is-the-new-code-democratizing-creativity", "youtube_url": "https://www.youtube.com/watch?v=2Zj6uMv3kTA", "transcript_url": "https://www.youtube.com/watch?v=2Zj6uMv3kTA", "link": "https://www.youtube.com/watch?v=2Zj6uMv3kTA&t=858s"}
{"episode_id": "rss:7751d07e53cbca69", "title": "Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity", "show": "All-In Podcast", "published": "2026-10-19", "date": "2026-10-19", "tier": 1, "speaker": "Dylan Field (CEO, Figma)", "timestamp": 849, "text": "Field says Anthropic's Claude Design launch did not significantly affect Figma's business.", "tickers": ["FIG", "private:Anthropic"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 4, "url": "https://allinchamathjason.libsyn.com/dylan-field-is-ai-replacing-designers-design-is-the-new-code-democratizing-creativity", "youtube_url": "https://www.youtube.com/watch?v=2Zj6uMv3kTA", "transcript_url": "https://www.youtube.com/watch?v=2Zj6uMv3kTA", "link": "https://www.youtube.com/watch?v=2Zj6uMv3kTA&t=849s"}
{"episode_id": "rss:ba17b936f04e1a8c", "title": "Kalshi Co-founder and COO Luana Lopes Lara on the Long Fight for Regulated Prediction Markets", "show": "Confession with Ali Partovi", "published": "2026-10-19", "date": "2026-10-19", "tier": 2, "speaker": "Luana Lopes Lara (Kalshi COO)", "timestamp": 2094, "text": "Kalshi went from about 80 live contracts right before the election in question to roughly 7,000 live contracts now (figure as stated, with the speaker unsure of the exact number).", "tickers": ["private:Kalshi"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://neo.com/", "youtube_url": null, "transcript_url": "https://rss.flightcast.com/transcripts/01M52A7TJAR7WPJ3VV8XXCPN4Z.vtt", "link": "https://neo.com/"}
{"episode_id": "rss:ba17b936f04e1a8c", "title": "Kalshi Co-founder and COO Luana Lopes Lara on the Long Fight for Regulated Prediction Markets", "show": "Confession with Ali Partovi", "published": "2026-10-19", "date": "2026-10-19", "tier": 2, "speaker": "Luana Lopes Lara (Kalshi COO)", "timestamp": 1940, "text": "The CFTC took about two years to act on Kalshi's clearinghouse application against a six-month legal deadline, during Kalshi's lawsuit.", "tickers": ["private:Kalshi"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://neo.com/", "youtube_url": null, "transcript_url": "https://rss.flightcast.com/transcripts/01M52A7TJAR7WPJ3VV8XXCPN4Z.vtt", "link": "https://neo.com/"}
{"episode_id": "rss:ba17b936f04e1a8c", "title": "Kalshi Co-founder and COO Luana Lopes Lara on the Long Fight for Regulated Prediction Markets", "show": "Confession with Ali Partovi", "published": "2026-10-19", "date": "2026-10-19", "tier": 2, "speaker": "Luana Lopes Lara (Kalshi COO)", "timestamp": 2016, "text": "An appeals court declined to stay the ruling allowing Kalshi to list election contracts, clearing the launch for that election.", "tickers": ["private:Kalshi"], "novelty": 1, "verifiable": 3, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://neo.com/", "youtube_url": null, "transcript_url": "https://rss.flightcast.com/transcripts/01M52A7TJAR7WPJ3VV8XXCPN4Z.vtt", "link": "https://neo.com/"}
{"episode_id": "rss:ba17b936f04e1a8c", "title": "Kalshi Co-founder and COO Luana Lopes Lara on the Long Fight for Regulated Prediction Markets", "show": "Confession with Ali Partovi", "published": "2026-10-19", "date": "2026-10-19", "tier": 2, "speaker": "Ali Partovi (host)", "timestamp": 62, "text": "Kalshi is reportedly valued at $22 billion.", "tickers": ["private:Kalshi"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://neo.com/", "youtube_url": null, "transcript_url": "https://rss.flightcast.com/transcripts/01M52A7TJAR7WPJ3VV8XXCPN4Z.vtt", "link": "https://neo.com/"}
{"episode_id": "rss:ba17b936f04e1a8c", "title": "Kalshi Co-founder and COO Luana Lopes Lara on the Long Fight for Regulated Prediction Markets", "show": "Confession with Ali Partovi", "published": "2026-10-19", "date": "2026-10-19", "tier": 2, "speaker": "Ali Partovi (host)", "timestamp": 2274, "text": "Kalshi had raised about $100 million of investor money by the time it decided to sue the CFTC.", "tickers": ["private:Kalshi"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://neo.com/", "youtube_url": null, "transcript_url": "https://rss.flightcast.com/transcripts/01M52A7TJAR7WPJ3VV8XXCPN4Z.vtt", "link": "https://neo.com/"}
{"episode_id": "rss:008d80485c961612", "title": "Seinfeld", "show": "Acquired", "published": "2026-10-18", "date": "2026-10-18", "tier": 1, "speaker": "host", "timestamp": 11693, "text": "Netflix's 2026 renewal of Seinfeld streaming rights was reportedly slightly lower than the 2019 deal (reported well over $500 million for five years) and covers only the US and Canada, not worldwide.", "tickers": ["NFLX", "SONY"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://www.acquired.fm/episodes/seinfeld", "youtube_url": "https://www.youtube.com/watch?v=Wm53dMsn5dk", "transcript_url": "https://www.youtube.com/watch?v=Wm53dMsn5dk", "link": "https://www.youtube.com/watch?v=Wm53dMsn5dk&t=11693s"}
{"episode_id": "rss:008d80485c961612", "title": "Seinfeld", "show": "Acquired", "published": "2026-10-18", "date": "2026-10-18", "tier": 1, "speaker": "host", "timestamp": 11745, "text": "The hosts estimate about $5 billion has gone to Seinfeld's cap table from all syndication, streaming and DVD deals, with Sony holding distribution rights and re-selling them every roughly five years.", "tickers": ["SONY"], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://www.acquired.fm/episodes/seinfeld", "youtube_url": "https://www.youtube.com/watch?v=Wm53dMsn5dk", "transcript_url": "https://www.youtube.com/watch?v=Wm53dMsn5dk", "link": "https://www.youtube.com/watch?v=Wm53dMsn5dk&t=11745s"}
{"episode_id": "rss:008d80485c961612", "title": "Seinfeld", "show": "Acquired", "published": "2026-10-18", "date": "2026-10-18", "tier": 1, "speaker": "host", "timestamp": 11804, "text": "The hosts estimate the show cost about $250 million to make in total and has returned well above $7 billion including NBC's roughly $2 billion first-run ad profit, a roughly 30x return.", "tickers": [], "novelty": 1, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 3, "url": "https://www.acquired.fm/episodes/seinfeld", "youtube_url": "https://www.youtube.com/watch?v=Wm53dMsn5dk", "transcript_url": "https://www.youtube.com/watch?v=Wm53dMsn5dk", "link": "https://www.youtube.com/watch?v=Wm53dMsn5dk&t=11804s"}
{"episode_id": "rss:2366cf092de12575", "title": "CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer", "show": "All-In Podcast", "published": "2026-10-17", "date": "2026-10-17", "tier": 1, "speaker": "Chamath", "timestamp": 400, "text": "CoreWeave's credit default swap spread spiked to about 953 basis points that week, which the speaker said implies about a 16% annual and about 55% five-year chance of default.", "tickers": ["CRWV"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://allinchamathjason.libsyn.com/coreweave-crash-ai-trade-cracks-anthropic-ipo-red-flags-bill-gates-doomer", "youtube_url": "https://www.youtube.com/watch?v=_b3LfMflIGs", "transcript_url": "https://www.youtube.com/watch?v=_b3LfMflIGs", "link": "https://www.youtube.com/watch?v=_b3LfMflIGs&t=400s"}
{"episode_id": "rss:2366cf092de12575", "title": "CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer", "show": "All-In Podcast", "published": "2026-10-17", "date": "2026-10-17", "tier": 1, "speaker": "Jason (host)", "timestamp": 2786, "text": "Reading secondhand reports of Anthropic's investor day, the host cites Q3 revenue of $16.8B (over $5B a month), 900% net revenue retention, positive free cash flow, 85% adjusted gross margin and 11% adjusted operating margin; ARR estimates of $70B to over $100B are investors' guesses, not company disclosures.", "tickers": ["private:Anthropic"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://allinchamathjason.libsyn.com/coreweave-crash-ai-trade-cracks-anthropic-ipo-red-flags-bill-gates-doomer", "youtube_url": "https://www.youtube.com/watch?v=_b3LfMflIGs", "transcript_url": "https://www.youtube.com/watch?v=_b3LfMflIGs", "link": "https://www.youtube.com/watch?v=_b3LfMflIGs&t=2786s"}
{"episode_id": "rss:2366cf092de12575", "title": "CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer", "show": "All-In Podcast", "published": "2026-10-17", "date": "2026-10-17", "tier": 1, "speaker": "unknown (panelist)", "timestamp": 2435, "text": "CoreWeave says its payback period is 2.5 years on typical 5-year deals versus roughly one year for SpaceX (as stated), with SpaceX monetizing about $50B per gigawatt versus about $20B for CoreWeave on deals cancellable within 90 days.", "tickers": ["CRWV"], "novelty": 2, "verifiable": 1, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://allinchamathjason.libsyn.com/coreweave-crash-ai-trade-cracks-anthropic-ipo-red-flags-bill-gates-doomer", "youtube_url": "https://www.youtube.com/watch?v=_b3LfMflIGs", "transcript_url": "https://www.youtube.com/watch?v=_b3LfMflIGs", "link": "https://www.youtube.com/watch?v=_b3LfMflIGs&t=2435s"}
{"episode_id": "rss:2366cf092de12575", "title": "CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer", "show": "All-In Podcast", "published": "2026-10-17", "date": "2026-10-17", "tier": 1, "speaker": "unknown (panelist)", "timestamp": 4519, "text": "Coinbase fine-tuned the Qwen 3.5 9B open-weight model for fraud detection and in testing cut fraudulent transactions by about 30%, while faster and much cheaper than Opus 4.5, per a Brian Armstrong tweet.", "tickers": ["COIN"], "novelty": 2, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://allinchamathjason.libsyn.com/coreweave-crash-ai-trade-cracks-anthropic-ipo-red-flags-bill-gates-doomer", "youtube_url": "https://www.youtube.com/watch?v=_b3LfMflIGs", "transcript_url": "https://www.youtube.com/watch?v=_b3LfMflIGs", "link": "https://www.youtube.com/watch?v=_b3LfMflIGs&t=4519s"}
{"episode_id": "rss:2366cf092de12575", "title": "CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer", "show": "All-In Podcast", "published": "2026-10-17", "date": "2026-10-17", "tier": 1, "speaker": "unknown (panelist)", "timestamp": 679, "text": "CoreWeave gets 75% of its revenue from three customers, and some of those customers are lowering their future revenue expectations.", "tickers": ["CRWV"], "novelty": 1, "verifiable": 2, "source": "ranked", "run": "2026-10-17-weekly", "score": 5, "url": "https://allinchamathjason.libsyn.com/coreweave-crash-ai-trade-cracks-anthropic-ipo-red-flags-bill-gates-doomer", "youtube_url": "https://www.youtube.com/watch?v=_b3LfMflIGs", "transcript_url": "https://www.youtube.com/watch?v=_b3LfMflIGs", "link": "https://www.youtube.com/watch?v=_b3LfMflIGs&t=679s"}