AI Investing: for the AI Investor
Episodes
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. ...
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. ...
Meta's AI Surge: Smart Glasses & Billions
29 Jan 2026
Contributed by Lukas
In this episode, we explore Mark Zuckerberg's ambitious AI plans for Meta, including significant investments and the expected launch of new AI models ...
Automation with Clawdbot
29 Jan 2026
Contributed by Lukas
Jaeden and Jamie delve into the innovative concept of Clawdbot, an autonomous AI model designed to automate tasks on personal devices. They explore it...
Synthesia: A $4 Billion Valuation
28 Jan 2026
Contributed by Lukas
Waabi Raises $1B from Uber and VCs
28 Jan 2026
Contributed by Lukas
In this episode, we discuss Waabi, an autonomous trucking company that secured $1 billion in funding, including $250 million from Uber. We also explor...
Nvidia's Game-Changing Weather Model
28 Jan 2026
Contributed by Lukas
Anthropic's Cloud App Integrations and Hiring Challenges
27 Jan 2026
Contributed by Lukas
In this episode, we explore Anthropic's new interactive Cloud apps and integrations with popular workplace tools like Slack, Canva, and Figma. We also...
Unlocking the Power of Micro Apps
27 Jan 2026
Contributed by Lukas
HumansAnd Raises $480M Seed Round to Build AI for Human Collaboration
26 Jan 2026
Contributed by Lukas
In this episode, we discuss HumansAnd, a new startup founded by AI veterans, and their ambitious goal to build an AI model focused on human collaborat...
NVIDIA Invests $2B in CoreWeave
26 Jan 2026
Contributed by Lukas
In this episode, we discuss NVIDIA's massive $2 billion investment in CoreWeave, a deal aimed at rapidly expanding CoreWeave's AI compute capacity to ...
Microsoft Reveals Maya 200 AI Inference Chip
26 Jan 2026
Contributed by Lukas
In this episode, we discuss Microsoft's new Maya 200 AI inference chip, highlighting its capabilities, its importance for efficient AI model deploymen...
OpenAI Leadership Reshuffle, AI Unicorns, and White-Collar Work
23 Jan 2026
Contributed by Lukas
In this episode, we explore OpenAI's strategic leadership changes to regain enterprise market share as competitors like Anthropic surge ahead. We also...
Investing in AI: Google's Education Angle
22 Jan 2026
Contributed by Lukas
In this episode, we examine the investment opportunities and market shifts created by Google's free Gemini-powered SAT practice. We discuss the financ...
New ChatGPT Ads: Opportunity or Obstacle?
22 Jan 2026
Contributed by Lukas
Jamie and Jaeden discuss the recent announcement from ChatGPT regarding the introduction of ads for free and go tier users. While some users express c...
Anthropic CEO Criticizes NVIDIA Over AI Chip Sales to China
21 Jan 2026
Contributed by Lukas
In this episode, we discuss Anthropic CEO Dario Amodei's strong criticism of the Trump administration's decision to allow NVIDIA to sell AI chips to C...
$120M RunPod Investment Case
21 Jan 2026
Contributed by Lukas
In this episode, we examine the investment potential of RunPod, an AI cloud startup with impressive ARR and a unique growth story. We also consider wh...
AI Energy: Investor Outlook
21 Jan 2026
Contributed by Lukas
In this episode, we provide an investor's outlook on the Trump administration's $15 billion power plant proposal for tech companies, focusing on the e...
Meta's AI Investment Strategy
20 Jan 2026
Contributed by Lukas
In this episode, we analyze Meta's investment shift away from its Metaverse ambitions and into core AI development, crucial for any AI investor. We ex...
Elon Musk Seeks $134B from OpenAI and Microsoft
19 Jan 2026
Contributed by Lukas
In this episode, we explore the ongoing 'wrongful gains' lawsuit filed by Elon Musk against OpenAI and Microsoft, seeking billions in damages. We also...
Investing in AI Video's Unicorn
15 Jan 2026
Contributed by Lukas
In this episode, we provide crucial investment insights into Higgsfield's $1.3 billion valuation and its success in the AI video market. We also analy...
Investing in Brain-AI Merges
15 Jan 2026
Contributed by Lukas
In this episode, we guide AI investors through OpenAI's latest venture into brain-computer interfaces with Merge Labs. We examine the growth potential...
AI Math Accelerates Investments
15 Jan 2026
Contributed by Lukas
In this episode, for the AI investor, we discuss the profound implications of AI's advanced mathematical problem-solving for market analysis and inves...
Anthropic's Healthcare Play
14 Jan 2026
Contributed by Lukas
In this episode, we provide an investor's perspective on Anthropic's Claude Health and its market positioning. We analyze the trend of AI companies qu...
Meta Fuels AI Growth
13 Jan 2026
Contributed by Lukas
In this episode, we evaluate Meta's significant investment in AI infrastructure from an investor's perspective. We examine the long-term prospects and...
Google's Apple Win
12 Jan 2026
Contributed by Lukas
In this episode, we scrutinize the market reaction to Apple's adoption of Google Gemini for its AI features, specifically looking at Google's stock pe...
OpenAI's Market Future
10 Jan 2026
Contributed by Lukas
In this episode, we consider OpenAI's recent acqui-hire of Convogo and the escalating legal challenge from Elon Musk. We analyze how these events infl...
OpenAI's 230M Weekly Medical ChatGPT
10 Jan 2026
Contributed by Lukas
Medical ChatGPT OpenAI Health handles 230M weekly conversations physician-grade reasoning conversational delivery potently. Multimodal symptom cluster...
Honor Robot Phone's Stalker Camera: CES 2026 Bizarre
08 Jan 2026
Contributed by Lukas
Honor prototype Robot Phone deploys rear gimbal camera autonomously tracking subjects. MWC tease shows creepy follow-cam extending independently raisi...
LLMs Dead End: LeCun Slams Meta AI
07 Jan 2026
Contributed by Lukas
Dead end LLMs LeCun slams Meta AI trapped autoregressive prediction incapable true reasoning autonomously. World models demand hierarchical abstractio...
$1B+ AI Power Plays: Nvidia's Startup Bets
07 Jan 2026
Contributed by Lukas
Power plays $1B+ AI Nvidia strategically invests startups securing silicon-software integration globally potently. Portfolio spans robotics brains, dr...
OpenAI's $20B Voice Bet: Screens Become Relics
06 Jan 2026
Contributed by Lukas
$20B voice bet OpenAI develops audio model rendering screens relics through conversational supremacy. Lifelike speech synthesis reasoning replaces vis...
$20B Nvidia Power Play: Groq LPUs + Top Brass
06 Jan 2026
Contributed by Lukas
Nvidia power plays $20 billion securing Groq LPUs and top execs amid inference acceleration race. Technology enables sub-millisecond token generation ...
$3.6M Seed: Peripheral Labs' Immersive Sports Vision
05 Jan 2026
Contributed by Lukas
Peripheral Labs lands $3.6 million seed funding realizing immersive sports video vision holistically. Gaussian splatting tech reconstructs dynamic 3D ...
Claude AI Agent Chrome Tool: Handle with Care
04 Jan 2026
Contributed by Lukas
Anthropic's Claude AI agent Chrome tool automates workflows requiring caution due embedded security weaknesses. Permissions spanning history, cookies,...
OpenAI: Prompt Injection Haunts Agents Forever
03 Jan 2026
Contributed by Lukas
OpenAI cautions prompt injection vulnerability persists indefinitely across agent architectures universally. Tokens carry dual meanings enabling attac...
$555K+ OpenAI Offer: Head of Safety Wanted
02 Jan 2026
Contributed by Lukas
OpenAI wants Head of Safety at $555K+ comp amid superalignment team expansion. Responsibilities include adversarial robustness and long-term risk fore...
$2 Billion Meta-Manus Merger: Chinese AI Boost
01 Jan 2026
Contributed by Lukas
Meta's $2 billion Manus merger delivers Chinese AI firepower to Reality Labs and platforms. Manus's scalable training techniques address Meta's comput...
What VCs See Coming for AI in 2026
31 Dec 2025
Contributed by Lukas
Venture capitalists forecast 2026 dominated by autonomous AI agents handling complex workflows. Regulatory frameworks evolve, boosting compliant enter...
Fal's $140M Milestone Unveils Speed Demon Image Model
30 Dec 2025
Contributed by Lukas
Fal celebrates $140 million funding by unveiling a 10X faster image model for instant creativity. Model excels in diverse styles from sketches to hype...
OpenAI's ChatGPT $3B Haul Eyes $100B Mega-Raise
26 Dec 2025
Contributed by Lukas
OpenAI celebrates ChatGPT app's $3 billion revenue while pursuing $100 billion capital. This cash influx targets advanced AI safety research and globa...
Luma AI's Massive $900M Raise Spotlights Video Model Launch
26 Dec 2025
Contributed by Lukas
Luma AI secures $900 million to propel its video AI innovations forward aggressively. The accompanying video model features boast superior physics sim...
Meta Glasses Get AI Hearing Boost & Spotify
21 Dec 2025
Contributed by Lukas
Meta AI Glasses boost hearing for elderly users catching grandkids' stories softly while Spotify plays nostalgic hits. Family moments cherished louder...
$4B Injection for $134B Databricks
21 Dec 2025
Contributed by Lukas
$4B injection catapults Databricks to $134B in data+AI convergence. Unity Catalog enforces fine-grained access across multi-cloud. Enterprises cut cos...
Firefly's Prompt Magic for Video Edits
20 Dec 2025
Contributed by Lukas
Firefly brings prompt magic to video edits, executing "vintage film grain overlay" across entire timelines precisely. Multi-shot consistency tracks el...
Launch Alert: OpenAI's Image Beast
20 Dec 2025
Contributed by Lukas
OpenAI launches its image beast model excelling at macro details like fabric weaves or dew drops. Product designers render prototypes in any material ...
Google Experiments with CC Gmail AI
20 Dec 2025
Contributed by Lukas
CC experiments bring Gmail AI to life, generating emails that feel human-written from chain analysis. Schedule it for recurring tasks like weekly upda...
Massive $330M for Lovable at $6.6B
20 Dec 2025
Contributed by Lukas
Massive $330 million flows to Lovable at $6.6B valuation, accelerating AI-native development. Users collaborate in real-time on evolving apps. Valuati...