All Episodes
Audibly Legible Ideas — 179 episodes
OpenAI Lease Ushers AI Chain Of Title — 2026-08-18
AI Enters Its Cost Attribution Era — 2026-08-16
AI’s Capital Boom Meets Last-Mile Reality — 2026-08-14
Wall Street Turns AI Compute Into Futures — 2026-08-13
AI Watermarking Exposes Legibility Bottleneck — 2026-08-12
AI Boom Enters Its Underwriting Phase — 2026-08-11
AI Enters The Capex Waiting Room — 2026-08-10
AI Proof Clocks Start Diverging — 2026-08-08
AI Boom Gets Rate Relief Amid Payoff Doubts — 2026-08-07
Rogue AI Agents Learn To Coordinate — 2026-08-09
SpaceX Terafab Signals AI’s Industrial Turn — 2026-08-06
AI Agents Become Management’s Costly New Workforce — 2026-08-05
Microsoft Bets On Continuous Learning Loops — 2026-08-04
Qwen Turns AI Into Project Labor — 2026-08-03
Verifiers Push AI Into Hard Jobs — 2026-08-02
Astra Math Claims Put Harnesses First — 2026-08-01
OpenAI Price Cuts Expose AI’s New Economics — 2026-07-31
Higher Yields Hit AI Buildout — 2026-07-30
Meta AI Enters Threads DMs — 2026-07-29
AI Boom Tests Jurisdictions and Balance Sheets — 2026-07-27
Big Tech Offloads AI Risk — 2026-07-27
Atoms Raises $1.7B as AI Enters Factories — 2026-07-25
AI Needs Cash Register For Data Centers — 2026-07-24
Kimi K3 Reveals AI’s Hidden Balance Sheet — 2026-07-23
OpenAI Bot Breach Makes Containment The Product — 2026-07-22
Orchestration Becomes AI’s New Margin Layer — 2026-07-21
AI Trade Moves Beyond Mag Seven — 2026-07-20
Kimi K3 Exposes AI Permission Premium — 2026-07-19
AI Trust Gap Hits Markets — 2026-07-18
AI Price War Squeezes Model Margins — 2026-07-17
AI’s Last Mile Becomes The Main Event — 2026-07-16
US Rewards UAE With AI Chips — 2026-07-15
New York Data Center Ban Tests AI Boom — 2026-07-14
Apple Lawsuit Tests OpenAI’s Superapp Ambitions — 2026-07-11
Meta Rents Models as Beijing Weighs Curbs — 2026-07-09
Fed Rate Split Tests AI Adoption — 2026-07-08
Microsoft Targets The AI Selection Layer — 2026-07-07
AI Superapps Become the New Command Layer — 2026-07-06
AI’s Translation Layer Becomes the Bottleneck — 2026-07-05
AI Health Advice Faces Vaccine Trust Test — 2026-07-04
AI Agents Face Enterprise Context Bottleneck — 2026-07-03
Meta’s Cloud Pivot Fuels Compute Glut Fears — 2026-07-02
Together AI Raises Big Amid Agent Shift — 2026-07-01
Frontier AI Moves Behind Trusted Gates — 2026-06-30
Chinese AI Tests America’s Model Gates — 2026-06-29
Robot Umpires Reveal AI’s Legitimacy Problem — 2026-06-28
AI Boom Meets The CFO Test — 2026-06-27
AI Boom Meets Its Financing Test — 2026-06-26
AI Agents Need Enterprise Black Boxes — 2026-06-21
AI Buildout Puts Bonds In Focus — 2026-06-20
AI’s Next Scarcity Is Usable Context — 2026-06-19
SpaceX Bond Test Meets Higher Rates — 2026-06-18
Hawkish Fed Tests AI Spending — 2026-06-17
SpaceX Bets Big On Cursor — 2026-06-16
Podcast_2025-08-30 - AI's Impact on Business and Markets
CancerVax LNP Success Meets Compute Futures Push — 2026-06-15
Podcast_2025-08-30 - AI's Impact on Business and Markets
Anthropic Disables Models After Safety Warning — 2026-06-13
SpaceX IPO Surges Past Two Trillion Amid AI Race — 2026-06-12
AI Capital Fuels NewLimit Age Reversal Round — 2026-06-11
AI Autonomy Meets Biotech Valuations — 2026-06-09
Podcast_2025-08-30 - AI's Impact on Business and Markets
AI Order and Marvell Inclusion Spur Autonomy — 2026-06-07
Anthropic Files 965 Billion IPO Amid Warnings — 2026-06-06
AI Biotech Gains Collide With Market Swings — 2026-06-05
NewLimit Funds Age Reversal in Human Cells — 2026-06-04
Bezos Nvidia Back Newlimit Human Cell Rejuvenation — 2026-06-03
Anthropic Files IPO As Biotech Data Beats — 2026-06-01
AI Creativity Surpasses Humans Fueling Biotech Trials — 2026-05-31
Anthropic Nears Trillion Valuation Amid Fed Hold — 2026-05-28
California Orders AI Labor Overhaul Amid IPO Signals — 2026-05-24
AI Tops Human Creativity Benchmarks as Agents Advance — 2026-05-23
Cerebras Chips Fuel Agent Swarms as Rates Rise — 2026-05-22
DeepMind Pays Millions for AI Agent Talent — 2026-05-20
Colossal Biosciences Hatches Chicks in Synthetic Eggshells — 2026-05-19
Fed Warnings Pressure AI Biotech Funding Amid Creativity Gains — 2026-05-18
Fed Warnings Pressure AI Biotech Funding Amid Creativity Gains — 2026-05-18 a
Fed Warnings Pressure AI Biotech Funding Amid Creativity Gains — 2026-05-18
Podcast_2026-04-22
Markets Daily Explained: AI Productivity Shock: Rewriting Codebases, Valuations, and Currencies (2026-02-01)
Markets Daily: AI Productivity Shock: Rewriting Codebases, Valuations, and Currencies (2026-02-01)
Markets Daily Explained: AI Gravity: Productivity Promise or Valuation Mirage? (2026-01-28)
Markets Daily: AI Gravity: Productivity Promise or Valuation Mirage? (2026-01-28)
Markets Daily: AI Velocity Premium: Coding Floors, Market Ceilings (2026-01-28)
Tech Daily Explained: Bandwidth, Gatekeeping, and the New AI Capital Stack (2026-01-20)
Tech Daily: Bandwidth, Gatekeeping, and the New AI Capital Stack (2026-01-20)
Markets Daily Explained: Cheap Code, Costly Geopolitics: Autonomy Playbooks for Investors (2026-01-18)
Markets Daily: Cheap Code, Costly Geopolitics: Autonomy Playbooks for Investors (2026-01-18)
Tech Daily Explained: Inside the AI Buildout: Infrastructure, Value Chains, and Power (2026-01-13)
Tech Daily: Inside the AI Buildout: Infrastructure, Value Chains, and Power (2026-01-13)
Tech Daily: Who Owns the Picks? Platforms, Bubbles, and AI Profit (2026-01-12)
Markets Daily: AI Productivity Shock vs. America’s Risk-Free Illusion (2026-01-12)
Tech Daily: Repricing Risk: AI Bandwidth, Surveillance Drift, and Capital Flows (2026-01-10)
Markets Daily: AI Shockwaves: Jobs, Tariffs, Credit, and Market Leadership (2026-01-10)
Tech Daily Explained: Designing America’s AI Playbook: Power, Compute, and Control (2026-01-07)
Tech Daily: Designing America’s AI Playbook: Power, Compute, and Control (2026-01-07)
Markets Daily Explained: AI Roadmaps, Oil Shocks, and Repricing the Future (2026-01-07)
Markets Daily: AI Roadmaps, Oil Shocks, and Repricing the Future (2026-01-07)
Tech Daily Explained: When AI Becomes Infrastructure: The New Autonomy Stack (2026-01-05)
Tech Daily: When AI Becomes Infrastructure: The New Autonomy Stack (2026-01-05)
Tech Daily: Who Owns the Stack? Industrial Strategy for AI Nations (2026-01-03)
Markets Daily: When Code Gets Cheaper and Capital Stays Costly (2026-01-05)
Markets Daily Explained: When Code Gets Cheaper and Capital Stays Costly (2026-01-05)
Tech Daily Explained: Who Owns the Stack? Industrial Strategy for AI Nations (2026-01-03)
Markets Daily Explained: When Code Rewrites Capital: AI’s Macro Shockwaves (2025-12-30)
Markets Daily: When Code Rewrites Capital: AI’s Macro Shockwaves (2025-12-30)
Tech Daily Explained: Techno-Industrial Playbooks: Chips, Open Models, and Security (2025-12-29)
Tech Daily: Techno-Industrial Playbooks: Chips, Open Models, and Security (2025-12-29)
Tech Daily Explained: Designing America’s AI Industrial Strategy and Autonomy Playbook (2025-12-25)
Tech Daily: Designing America’s AI Industrial Strategy and Autonomy Playbook (2025-12-25)
Tech Daily: Redrawing the AI Power Grid: States, Safety, and Platforms (2025-12-21)
Markets Daily Explained: AI Productivity Dividends vs Market Valuation Gravity (2025-12-16)
Markets Daily: AI Productivity Dividends vs Market Valuation Gravity (2025-12-16)
Tech Daily Explained: AI Power Grids: Industrial Strategy, Cloud Wars, and UX (2025-12-12)
Tech Daily: AI Power Grids: Industrial Strategy, Cloud Wars, and UX (2025-12-12)
Tech Daily: Who Sets the Bandwidth for AI: Chips or Law? (2025-12-12)
Markets Daily Explained: AI Gravity: Productivity Promise or Valuation Mirage? (2025-12-12)
Markets Daily: AI Gravity: Productivity Promise or Valuation Mirage? (2025-12-12) a
Markets Daily: AI Gravity: Productivity Promise or Valuation Mirage? (2025-12-12)
Markets Daily: AI Gravity: Productivity Promise or Valuation Mirage? (2025-12-11)
Markets Daily: Autonomy Playbooks: Code Productivity, Real Yields, Portfolio Positioning (2025-12-04)
Bandwidth for AI: Profit Pools Across the Stack (2025-12-02)
Chapter 2: By the time Ms. Bell said, “Next up, Mira Willis,”
Frequency - Chapter 2: Static
AI’s Quiet Consolidation: Rules, Racks, Margins, Default Surfaces (2025-11-28)
Regulatory Rails to Racks: Engineering Moats for AI (2025-11-27)
Markets Daily: Rate Gravity, Code Velocity , Autonomy Playbooks for AI Valuations (2025-11-27)
Markets Daily: Code-to-Cash Flywheels: AI’s Margin Math Meets Market Rates (2025-11-25)
Guardrails Set Speed, Ground Games Win AI Distribution (2025-11-24)
Policy, Pipes, and Power: Engineering the AI Grid (2025-11-23)
Safe Velocity: One Rulebook, Assistant Era, Cloud Landgrab (2025-11-20)
Make More Electrons: The AI Infrastructure Playbook (2025-11-18)
Pipes, Electrons, and Engines: AI’s Constraint Playbook (2025-11-17)
Markets, Megawatts, and Mandates: The AI Land Rush (2025-11-14)
Governance, Gigawatts, and the Token-Metered Cloud (2025-11-12)
Bandwidth for AI: Electrons, Cloud Rails, and Gatekeepers (2025-11-11)
Capital, Kilowatts, and Moats: The AI Markets Playbook (2025-11-01)
Signals in the Silence: Autonomy Playbooks for Builders (2025-10-30)
Podcast_2025-10-30
Podcast_2025-10-26
Orchestration Over Keystrokes: AI Margins Meet Markets (2025-09-29)
FIA Primer 2025-09-26
From Keyboards to Capital: Pricing the AI Productivity Boom (2025-09-23)
Podcast_2025-09-22 - AI's Impact on Business and Markets
Conversation about Blitzy from Moonshots 09102025
Conversation about AI breahtroughs and Bubble Potential. Moonshots plus Vinod Khosla sources
AI Agents and the Future of Work
Agents at Work: When Software Outnumbers Staff
Conversation about Airtable
Podcast_2025-08-30 - AI's Impact on Business and Markets - Working Method
Unpacking Dizzying Speed of AIs Impact on Everything
AI's Impact on Business and Markets - MaxTheBot Analysis
Podcast_2025-08-21
Podcast_2025-08-20
Podcast_2025-08-19
Podcast_2025-08-12
Podcast_2025-08-09
Podcast_2025-08-07
Podcast_2025-08-06
Podcast_2025-08-04
OpenAI o1-Mini Advances AI Reasoning Benchmarks — 2025-08-03
OpenAI GPT-5.2 Boosts Multi-Turn Reasoning — 2025-08-01
OpenAI Unveils Agentic AI With Reasoning Gains — 2025-07-30
OpenAI GPT-5.2 Boosts Agentic AI Reasoning — 2025-07-29
SSO Primer 07282025
OpenAI GPT-5 Preview Advances AI Autonomy — 2025-07-28
OpenAI GPT Update Signals AI Job Automation — 2025-07-27
OpenAI GPT-5.2 Advances Reasoning as Optimus Debuts — 2025-07-26
Anthropic Claude 3.5 Sonnet Boosts Reasoning Tasks — 2025-07-25
Anthropic Unveils Claude 3.5 Sonnet With Stronger Reasoning — 2025-07-22
OpenAI GPT-5.1 Cuts Multi-Modal Errors Sharply — 2025-07-21
OpenAI Unveils GPT-5 Lite With Reasoning Gains — 2025-07-20
OpenAI o1 Update Powers AI Agent Breakthrough — 2025-07-19 g
OpenAI o1 Update Powers AI Agent Breakthrough — 2025-07-19 e
OpenAI o1 Update Powers AI Agent Breakthrough — 2025-07-19 f
Audibly Legible Ideas - 2025-07-19
Max Podcast 071925
Max_Podcast July 17 2025
Max The Bot 07132025