AI Investing: for the AI Investor
Episodes
ChatGPT's in Your Bank, Google Spams the GEO Industry, Brockman Takes OpenAI Product
15 May 2026
Contributed by Lukas
On the show OpenAI named Greg Brockman product chief on May 15 and merged ChatGPT, Codex, and the developer API into a single team, Thibault Sottiaux ...
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
14 May 2026
Contributed by Lukas
Microsoft scouts non-OpenAI deals; Clio hits $500M ARR as Anthropic enters legal. Show Articles Anthropic and Gates Foundation commit $200M to deploy...
Claude for Small Business ships | Altman Testifies He's 'truthful'
13 May 2026
Contributed by Lukas
Show LinksGet the top 80+ AI Models for $8.99 at AI Box: https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustl...
Amazon Devs "tokenmaxxing", SpaceX & Google Collab, Anthropic Legal Fight
12 May 2026
Contributed by Lukas
Amazon developers are “tokenmaxxing” as AI coding tools reshape how software gets built, while SpaceX and Google team up in a major collaboration ...
Google Stops AI Exploit, Nadella Testifies, OpenAI's New $4B Unit
11 May 2026
Contributed by Lukas
Show LinksGet the top 80+ AI Models for $8.99 at AI Box: https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustl...
The Future of AI Commerce: Anthropic's Agent Marketplace
08 May 2026
Contributed by Lukas
Jaeden and Jamie explore Anthropic's innovative AI agent marketplace experiment (Project Deal), the implications for AI-driven commerce, negotiation d...
Anthropic Aiming for $1 Trillion Valuation
08 May 2026
Contributed by Lukas
In this episode, we discuss Anthropic's ambitious plans for a $1 trillion valuation amidst significant shifts in the tech industry, including job cuts...
Analysis of Claude 'Dreaming' Launch
07 May 2026
Contributed by Lukas
In this episode, we explore Anthropic's latest advancements, including Claude's new dreaming feature for self-improvement and significant cloud comput...
Investing in OpenAI's Mobile Future
06 May 2026
Contributed by Lukas
In this episode, we consider investment opportunities emerging from OpenAI's mobile advancements. Tune in to discover how to position yourself in this...
Investing Insights: GPT 5.5 Launch
06 May 2026
Contributed by Lukas
In this episode, we explore the latest updates from OpenAI, including the release of GPT 5.5 and their new self-serve ads manager for U.S. advertisers...
Cerebras' IPO: What Investors Should Know
05 May 2026
Contributed by Lukas
In this episode, we discuss Anthropic's latest developments, including the launch of 10 prebuilt finance agents and full Microsoft 365 integrations. W...
AI Trends Shaping the App Market
04 May 2026
Contributed by Lukas
In this episode, we analyze investment potentials within the AI-driven app sector. Discover the trends and insights that are making waves in the tech ...
Navigating AI's Billion-Dollar Funding Landscape
04 May 2026
Contributed by Lukas
In this episode, we cover the recent investments made by OpenAI and Anthropic. Find out how these significant financial moves can influence AI investm...
Investing Insights: Anthropic's $900 Billion Project
01 May 2026
Contributed by Lukas
In this episode, we review the investment opportunities arising from Anthropic's $900 billion proposition. We also examine Musk’s statement regardin...
Big Bets: Anthropic Secures Amazon's $5B
30 Apr 2026
Contributed by Lukas
In this episode, we investigate Amazon's strategic $5 billion investment in Anthropic during a period of impressive revenue growth. We assess what thi...
Funding Futures: Anthropic's $50 Billion Ambition
30 Apr 2026
Contributed by Lukas
In this episode, we explore what Anthropic's $50 billion fundraising effort means for investors. Discover the potential rewards and risks in the AI fi...
The Stakes in Musk vs. Altman Trial
29 Apr 2026
Contributed by Lukas
In this episode, we reflect on the implications of Musk's trial against Altman on the investment landscape. We also cover Stanford's transparency cras...
Leadership Turmoil at OpenAI
28 Apr 2026
Contributed by Lukas
In this episode, we highlight the corporate tensions between Sam Altman and OpenAI’s CFO. Plus, we will explore the EU's decision to pause the AI Ac...
AlphaGo's Creator Secures $1.1 Billion
27 Apr 2026
Contributed by Lukas
In this episode, we explore AlphaGo’s architect's monumental funding achievement of $1.1 billion. We also touch on OpenAI's recent decision to leave...
Investing Insights on Claude's Design Shift
24 Apr 2026
Contributed by Lukas
In this episode, we assess the investment potential surrounding Claude Design's innovations. Explore the risks and rewards compared to Figma and Adobe...
ChatGPT 5.5: The Investment Perspective
24 Apr 2026
Contributed by Lukas
In this episode, we discuss the investment opportunities arising from the ChatGPT 5.5 launch. We also investigate how SpaceX's GPU production could sh...
Investing Insights: Google’s AI Innovations
22 Apr 2026
Contributed by Lukas
In this episode, we analyze Google's multi-layer AI strategies revealed at Cloud Next and their potential impact on tech investments. Gain insights on...
Investing in Smart Glasses Technologies
22 Apr 2026
Contributed by Lukas
In this episode, we examine the investment landscape surrounding the latest smart glasses from Apple, Snapchat, and Meta. We discuss why these innovat...
New Apple CEO, OpenAI's New Image Model, Vercel AI Hack
21 Apr 2026
Contributed by Lukas
In this episode, we explore the significant leadership change at Apple as Tim Cook steps down and John Tarnas takes the helm, amid ongoing challenges ...
Harnessing AI Technologies for Investment
21 Apr 2026
Contributed by Lukas
In this episode, we explore how AI tools can guide investment strategies. Additionally, we look at the OpenClaw controversy and its significance for f...
Anthropic's Revenue Milestone vs OpenAI
20 Apr 2026
Contributed by Lukas
In this episode, we analyze the significance of Anthropic surpassing OpenAI in earnings. Join us for a deep dive into investment opportunities in AI.
Claude’s Design: An Investment Perspective
17 Apr 2026
Contributed by Lukas
In this episode, we provide insights into the investment implications of Anthropic’s Claude design. We discuss potential investment strategies in th...
Anthropic Ships Opus 4.7, $2B With No Product & Google AI Deals
16 Apr 2026
Contributed by Lukas
Anthropic dropped Claude Opus 4.7 today, but the bigger story is the model they didn't release. We break down Project Glasswing, why Mythos stays lock...
OpenAI and Hiro: A New Investment Landscape
16 Apr 2026
Contributed by Lukas
In this episode, we examine the implications of OpenAI's acquisition of Hiro for AI investors. We discuss how this merger might influence market trend...
Anthropic's IPO Play, Novo Nordisk x OpenAI, and the First Brain Sensor Goes Human
15 Apr 2026
Contributed by Lukas
Anthropic adds the Novartis CEO to its board as it gears up for an IPO — and on the same day, Novo Nordisk partners with OpenAI to supercharge drug ...
ChatGPT App Integrations: Investment Insights
14 Apr 2026
Contributed by Lukas
In this episode, we provide insights into potential investment opportunities stemming from ChatGPT's new app functionalities. Learn what to watch for ...
Altman Gets Molotov Cocktail, Zuckerberg Creates AI Clone
13 Apr 2026
Contributed by Lukas
In this episode, we explore groundbreaking developments in the tech world, including Mark Zuckerberg's creation of an AI version of himself and Apple'...
Investing in AI: Profitable Consulting Strategies
10 Apr 2026
Contributed by Lukas
In this episode, we investigate the financial opportunities within the AI consulting sector. Uncover the trends that could shape a million-dollar busi...
Meta's New Model, Gemini 4, OpenAI Proposes AI Policy
09 Apr 2026
Contributed by Lukas
Today we (really just me lol) talk about Google's launch of Gemini 4, a groundbreaking open-source model. We also discuss the implications of Eli Lill...
Anthropic Changes: Fees for OpenClaw
08 Apr 2026
Contributed by Lukas
Jamie & Jaeden discuss Anthropic's recent decision to charge Clawed Code subscribers extra for OpenClaw usage, sparking mixed reactions from users...
Anthropic's Mythos Found Millions of Security Vulnerabilities
07 Apr 2026
Contributed by Lukas
In this episode, we explore Anthropic's ambitious Project Glasswing, aimed at securing critical software vulnerabilities with the powerful Claude Myth...
AI Bosses: Trust Issues and Opportunities
06 Apr 2026
Contributed by Lukas
Jamie & Jaeden explore the intriguing statistic that 15% of Americans are open to working for an AI boss while discussing the growing skepticism t...
Q1 2026 Venture Funding Hits $300B Record
06 Apr 2026
Contributed by Lukas
In this episode, we examine the astonishing $300 billion venture funding in Q1 2026, with 80% allocated to AI startups. We also discuss the implicatio...
OpenAI Acquires TBPN: (yes the tech news podcast)
03 Apr 2026
Contributed by Lukas
In this episode, we explore OpenAI's groundbreaking acquisition of the Technology Business Programming Network (TBPN) and what it means for the future...
OpenAI's $121B Funding Round Explained
03 Apr 2026
Contributed by Lukas
In this episode, we explore OpenAI's record-setting $121 billion funding round at an $852 billion valuation and discuss the implications of this massi...
OpenAI's $40 Billion Investment and AI Advances
03 Apr 2026
Contributed by Lukas
In this episode, we explore SoftBank's monumental $40 billion investment in OpenAI and what it signifies for the AI landscape. We also discuss the eme...
How Claude Cowork Is Disrupting AI Workflows in 2026
01 Apr 2026
Contributed by Lukas
Jamie & Jaeden explore Anthropic's rising popularity with Claude Cowork and other AI innovations, highlighting its financial success and user grow...
Why OpenAI Shut Down Sora: The Hidden Financials
31 Mar 2026
Contributed by Lukas
Jaeden & Jamie discuss the astonishing costs that led to OpenAI's decision to shut down its Sora video generation model and discuss how other AI v...
SoftBank's $40B OpenAI Investment & Anthropic's Claude Mythos Leak
27 Mar 2026
Contributed by Lukas
In this episode, we discuss SoftBank's massive $40 billion investment in OpenAI and the implications for the AI industry's competition. We also explor...
Claude Co-Work can now Control Your Computer
25 Mar 2026
Contributed by Lukas
In this episode, we explore Anthropic's recently released Claude Co-Work and Dispatch features, which allow Claude to control your computer's mouse, k...
OpenAI Kills Sora Video Model
24 Mar 2026
Contributed by Lukas
In this episode, we break down the shocking news that OpenAI is discontinuing its Sora video model and app. We explore the possible reasons behind thi...
Bezos to Raise $100B for AI and Nvidia's Challenges
23 Mar 2026
Contributed by Lukas
In this episode, we explore current trends in AI compensation, Wall Street's reaction to Nvidia's conference, and Amazon's innovative chip strategy. W...
AI Web Traffic to Exceed Humans by 2027, and Rogue AI Agents
19 Mar 2026
Contributed by Lukas
In this episode, we discuss DoorDash's new task app for AI data collection, Meta's AI content enforcement system and rogue AI agents, and Cloudflare's...
Cursor Automates AI Coding Agent Tasks
19 Mar 2026
Contributed by Lukas
Jaeden & Jamie discuss Cursor's new agentic coding tool, Cursor Automations, which allows developers to automate code maintenance and task initiat...
Meta Manus Desktop App, Anthropic Enterprise Lead, OpenAI AWS Deal
18 Mar 2026
Contributed by Lukas
In this episode, we discuss Meta's new Manus desktop AI agent and its implications for AI as an operating system layer. We also cover startup Niv AI a...
Senators Say "Shut AI Down", Mistral Forage, Pentagon AI, Google AI
17 Mar 2026
Contributed by Lukas
In this episode, we explore Mistral's new 'Forage' platform for custom AI models, the Pentagon's development of AI alternatives to Anthropic, and Goog...
Google Gemini Integrates into Docs, Sheets, Slides, Drive
17 Mar 2026
Contributed by Lukas
Jamie & Jaeden explore Google Gemini's latest integrations into Docs, Sheets, Slides, and Drive, highlighting new features like AI-powered meeting...
Meta to Layoff 20%, AI Cured Dogs Cancer, Nvidia's New Chip
16 Mar 2026
Contributed by Lukas
In this episode, we discuss significant AI-related news, including a personalized cancer vaccine developed with AI tools for a dog, NVIDIA's upcoming ...
NanoClaw Creator Lands Docker Deal After Six Weeks
13 Mar 2026
Contributed by Lukas
In this episode, we explore the incredible rise of NanoClaw, an open-source AI agent tool created by Gavriel Cohen in just 48 hours. We cover how it w...
Anthropic vs. OpenAI: The DoD Contract
13 Mar 2026
Contributed by Lukas
Jamie & Jaeden explore the heated dispute between Anthropic and OpenAI over a Department of Defense contract, which led to a surge in Anthropic's ...
Gumloop Raises $50M from Benchmark to Scale AI Agents
12 Mar 2026
Contributed by Lukas
In this episode, we spotlight Gumloop, a startup that recently raised $50 million to empower employees to become AI agent builders. We also explore Gu...
AI App Crisis, OpenAI Does Math, Big Nvidia Deal
11 Mar 2026
Contributed by Lukas
In this episode, we explore the challenges AI-powered apps face with long-term user retention, analyze ChatGPT's new interactive visual explanations f...
Suno AI Reaches $300M ARR
11 Mar 2026
Contributed by Lukas
Jaeden & Jamie discuss Suno AI, a leading AI music generation company that recently hit $300 million in annual recurring revenue. They explore how...
Meta Acquires Moltbook: Facebook for AI Bots
10 Mar 2026
Contributed by Lukas
In this episode, we discuss Meta's recent acquisition of Multbook, a social media platform for AI agents originally spun out of OpenClaw. We also expl...
Anthropic Launches "Code Review" to Fix AI Code Security Issues
09 Mar 2026
Contributed by Lukas
In this episode, we explore Anthropic's new AI code review tool designed to check AI-generated code for bugs and security risks. We also hear a person...
OpenClaw AI Deletes User's Inbox
09 Mar 2026
Contributed by Lukas
Jamie & Jaeden discuss the potential security risks and viral nature of OpenClaw (also known as ClaudeBot or MoltBot) and a real-world incident wh...
Meta Faces Lawsuit Over Ray-Ban Smart Glasses Privacy
06 Mar 2026
Contributed by Lukas
In this episode, we discuss the class action lawsuit against Meta concerning the privacy practices surrounding its AI-powered Ray-Ban smart glasses. W...
OpenAI Launches ChatGPT 5.4
06 Mar 2026
Contributed by Lukas
In this episode, we explore the new features and improvements in OpenAI's latest ChatGPT 5.4 model, highlighting its enhanced capabilities in coding, ...
Canva Acquires Cavalry and Mango AI
05 Mar 2026
Contributed by Lukas
Jamie & Jaeden explore Canva's strategic acquisitions of Cavalry and Mango AI and how these moves will help Canva integrate new animation and mark...
Anthropic Accuses Chinese AI Labs of Claude Mining
03 Mar 2026
Contributed by Lukas
Jaeden & Jamie explore Anthropic's accusations against Chinese AI labs for allegedly using their Claude model to train their own. They discuss the...
What VC's Are Looking For in AI Startups Today
03 Mar 2026
Contributed by Lukas
In this episode, we explore the evolving landscape of AI startup investments in 2026, highlighting what venture capitalists are actively seeking and w...
OpenAI Steals $200M Contract in Anthropic vs. Pentagon Battle
02 Mar 2026
Contributed by Lukas
In this episode, we explore the high-stakes confrontation between Anthropic and the US Department of Defense, detailing Anthropic's red lines for AI u...
Perplexity Max Debuts Multi-AI Agent Tool
01 Mar 2026
Contributed by Lukas
In this episode, we explore Perplexity's new agent tool for premium subscribers, which unifies 19 AI models for complex workflows. We also discuss Per...
Suno Hits $300M ARR: AI's Impact on the Music Industry
28 Feb 2026
Contributed by Lukas
In this episode, we explore the evolving landscape of AI in music, highlighting the rapid growth of platforms like Suno and Google's Lyria 3. We also ...
OpenAI Raises Record $110B, Hits 900M Weekly Users
27 Feb 2026
Contributed by Lukas
In this episode, we break down OpenAI’s record-breaking $110 billion raise and what it signals about the future of AI investment. We also explore ho...
Airbnb Integrates AI Features & Customer Support Overhaul
27 Feb 2026
Contributed by Lukas
Jamie & Jaeden discuss Airbnb's ambitious plans to weave AI into its search, discovery, and support systems, and how these changes could impact us...
Anthropic Acquires Vercept Amidst Pentagon Standoff
26 Feb 2026
Contributed by Lukas
In this episode, we explore Anthropic's significant acquisition of AI startup Vercept and the drama surrounding its co-founders. We also cover the hig...
SeedDance 2.0: AI Video Generator
25 Feb 2026
Contributed by Lukas
Jamie & Jaeden discuss ByteDance's new AI video generator, SeedDance 2.0, which is causing a stir in Hollywood due to copyright concerns and the i...
Anthropic and OpenAI Battle for Enterprise AI
24 Feb 2026
Contributed by Lukas
In this episode, we explore the intensifying competition between Anthropic and OpenAI as they strive to capture the enterprise market. We break down t...
The Rise of OpenClaw: Vibe Coding and AI Automation
23 Feb 2026
Contributed by Lukas
Jaeden & Jamie discuss the acquisition of the AI agent Open Claw, created by Peter Steinberger, by OpenAI for a near billion-dollar valuation. The...
AI Audio Updates: Spotify, Particle, ElevenLabs
23 Feb 2026
Contributed by Lukas
In this episode, we explore the latest innovations in AI audio across major platforms like Spotify's new AI-powered prompted playlists, Particle's int...
Japanese Toilet Maker Toto's HUGE AI Windfall
22 Feb 2026
Contributed by Lukas
In this episode, we explore how Japanese toilet company Toto is becoming a key player in the AI component manufacturing space. We discuss how their ad...
Reddit Steps into AI-Powered Commerce
21 Feb 2026
Contributed by Lukas
In this episode, we explore Reddit's strategic move into AI-powered commerce, leveraging its unique community discussions for shoppable experiences. W...
OpenAI's $100 Billion Funding + Sam Altman Refuses to Hold Darios Hand...
20 Feb 2026
Contributed by Lukas
In this episode, we explore OpenAI's massive $100 billion funding round and soaring valuation, alongside the increasing competition and awkward rivalr...
Google Launches Gemini 3.1 and YouTube AI
20 Feb 2026
Contributed by Lukas
In this episode, we discuss Google's latest AI advancements, focusing on the Gemini 3.1 Pro update which is setting new benchmarks and the expansion o...
The Future of Faceless YouTube Content
19 Feb 2026
Contributed by Lukas
Jamie and Jaeden explore the concept of creating a faceless YouTube channel using AI. They discuss the process of setting up the channel, content crea...
Google Gemini Integrates AI Music Generation
18 Feb 2026
Contributed by Lukas
In this episode, we explore Google's integration of music-making capabilities into Gemini, utilizing the new Lyria 3 model. We also discuss its featur...
The Future of SaaS in the Age of AI
18 Feb 2026
Contributed by Lukas
Jaeden & Jamie discuss the evolving landscape of Software as a Service (SaaS) in the context of artificial intelligence (AI). They explore how AI ...
Apple Wins The AI Hardware Race
17 Feb 2026
Contributed by Lukas
In this episode, we explore Apple's surprising strategy and success in the AI hardware market, despite its perceived slowness in AI software developme...
OpenClaw Could Be 1st 1-Person $1B Company, OpenAI Buys
17 Feb 2026
Contributed by Lukas
In this episode, we break down whether OpenClaw could realistically become the first one-person billion-dollar company and what that would mean for th...
ChatGPT Rolls Out Ads: What You Need to Know
13 Feb 2026
Contributed by Lukas
Jaeden and Jamie discuss the rollout of ads in ChatGPT, exploring the implications for users and advertisers. They delve into the mixed reactions from...
XAI's Radical Plan: Data Centers In Space
12 Feb 2026
Contributed by Lukas
In this episode, we unpack Elon Musk's ambitious vision for XAI, including its new organizational structure and a detailed roadmap to establish AI dat...
Linq's $20 Million Bet on AI in Messaging
11 Feb 2026
Contributed by Lukas
In this episode, we explore Linq, a company that has raised $20 million to integrate AI assistants directly into messaging applications like iMessage....
Runway Raises $315M for AI World Models
11 Feb 2026
Contributed by Lukas
In this episode, we discuss Runway's recent $315 million Series E funding round, which has boosted their valuation to $5.3 billion. We also explore th...
Anthropic to Raise $20B at $350B Valuation
10 Feb 2026
Contributed by Lukas
In this episode, we explore Anthropic's pursuit of a $20 billion capital raise at a substantial $350 billion valuation and examine the legal challenge...
OpenAI Launches Agentic Coding App!
10 Feb 2026
Contributed by Lukas
Jamie and Jaeden discuss OpenAI's newly launched coding app, Codex, exploring its features, usability, and how it compares to other tools like Lovable...
Amazon's $200B CapEx Spend Dominates AI Race
08 Feb 2026
Contributed by Lukas
In this episode, we explore the intense CapEx spending by tech giants like Amazon, Google, and Meta in the AI compute arms race. We also discuss how A...
Reddit's AI Answers & Meta's Vibes App
07 Feb 2026
Contributed by Lukas
In this episode, we explore how social media giants Reddit and Meta are leveraging AI to reshape user experience and create new revenue streams. We ex...
SpaceX Asks FCC for 1M AI Data Centers in Space
06 Feb 2026
Contributed by Lukas
In this episode, we discuss SpaceX's audacious plan to launch a million AI data center satellites into orbit, outlining the logistical and economic re...
Elon Wants Data Centers in Space?
05 Feb 2026
Contributed by Lukas
Jamie and Jaeden discuss Elon Musk's acquisition of XAI by SpaceX, exploring the implications of merging these companies, the innovative concept of bu...
Anthropic's Opus 4.6 and OpenAI's Codex: New AI Models Compete
05 Feb 2026
Contributed by Lukas
In this episode, we explore Anthropic's new Opus 4.6 and its 'agent teams' feature, alongside OpenAI's competing GPT 5.3 Codex, highlighting the inten...
Lotus Health AI Doctor Raising $35M
04 Feb 2026
Contributed by Lukas
In this episode, we explore Lotus Health AI's innovative approach to healthcare, where an AI doctor provides free consultations and aims to redefine p...
SpaceX Acquires XAI for $1.25 Trillion
03 Feb 2026
Contributed by Lukas
In this episode, we explore the monumental acquisition of XAI by SpaceX, creating an unprecedented $1.25 trillion integrated technology company. We di...
The History of AI
02 Feb 2026
Contributed by Lukas
In this episode, we journey back in time to explore the fascinating history of artificial intelligence, tracing its origins from early philosophical q...
Anthropic's New Plugins and $3 Billion Lawsuit
30 Jan 2026
Contributed by Lukas
In this episode, we talk about Anthropic's new Co-Work plugins for enterprise users, designed to automate specialized tasks and streamline workflows. ...