All Episodes
Telltales — 312 episodes · page 1 of 4
Data Centers Earn, Washington Doesn't
Weekend Update - W2641
$1 a User vs. 15%
Weekend Update - W2640
Three Times GDP
Weekend Update - W2639
The Radiologists Are Still Here
Weekend Update - W2638
AI Is an Engineering Problem, Not an Extinction Event
Weekend Update - W2637
$500,000 vs. $50,000: Montana's Cancer Treatment Loophole
Weekend Update - W2636
Moderna Only Owns Half of Its Own Cancer Vaccine
Weekend Update - W2635
"I Don't See How An Investor Can Not Own SpaceX"
Weekend Update - W2634
This Time, the Hare Beat the Tortoise
Weekend Update - W2633
Sold Out Through 2028
Weekend Update - W2632
900 Gigawatts, 90 Gigawatts of Grid
Weekend Update - W2631
Open Weights vs Closed Labs
Weekend Update - W2630
Where the Value's Hiding in an Expensive Market
Weekend Update - W2629
Value Hiding in Plain Sight
Weekend Update - W2628
The Midyear Predictions Scorecard
Weekend Update - W2627
Regulatory Capture Comes for the Labs
Weekend Update - W2626
Who Owns Your Data Now
Weekend Update - W2625
The End of the Subsidized-Token Era
The One Week We Were All in the Same Room
Weekend Update - W2624
Data Centers in Space: How SpaceX Justifies $2 Trillion
Weekend Update - W2623
The Greatest Insurance Business Ever Built, and Why It's Bankrupting Us
Weekend Update - W2622
How Do You Get to $2 Trillion?
Weekend Update - W2621
Google's Real AI Risk Isn't Just ChatGPT
Weekend Update - W2620
"Senator, We Run Ads": Inside Meta's AI Cash Machine
Weekend Update - W2619
Hyperscaler Stack Decoded (e2619)
Weekend Update — W2618
Why Costco Is the Most Challenged Big Retailer at 47x Earnings
Weekend Update — W2617
Could Apple Be the Next Intel? (e2617)
Telltales Weekend Update (Pilot W2616)
Is Microsoft the Next Intel — or the OS for AI Agents? (e2616)
From Bankruptcy to $100B FCF (e2615)
Apple at 50, Oil at a Crossroads (e2614)
From Oil Risk Premiums to Cancer Vaccines (e2613)
20 Million Barrels and No Way Out (e2612)
The Most Dangerous Chokepoint in Energy (e2611)
Oil Shocks, AI Giants, and the Cash Flow Reality Check
The $300 Genome: A Turning Point in Healthcare
The New Choke Points (e2609)
The SaaSpocalypse Is Here (e2608)
China and the Cash Flow Memo: From FedEx to Fed Funds (e2607)
China, Cash Flow, and the AI Software Shakeout (e2606)
Cashflow Pick’em 2026 (part 2, e2605)
Cashflow Pick’em 2026 Part 1 (e2604)
Healthcare Shockers, AI Doctors, and a Trillion-Dollar Pharma Buying Spree (e2603)
Tech Shockers for 2026 (e2602)
5.5 Energy & Macro Surprises for 2026 (e2601)
10ish surprises 2025 review (e2552)
Why Google needs Broadcom, and Nvidia doesn't (e2551)
AI Chips, Cheap Gas & a Stretched Deficit (e2550)
Don’t Call It a Comeback: Google Ships AI (e2549)
The Platform War Apple Lost (e2548)
Apple’s Gemini Bet, Nvidia’s Cash Gusher & The GLP-1 Price War (e2547)
The Rise of TSMC & Substrate's Vision For the Future of Fabs (e2546)
The Curve, the Coin, and the Cloud (e2545)
Blockchains, Blackwell & Barrel Math
From Brent to Broadcom: Cash Flow in a Crosswind (e2543)
Oracle’s Origin Story, AI’s Next Chapter (e2542)
OpenAI, Oil, and the Almighty Dollar (e2541)
Workin' 9 to 5: From Dolly to Data Centers (e2540)
LSD: Liquids, Silicon & Debt (e2539)
From Mold Juice to AI Factories (e2538)
From Pasteur to Pay Packages in the Trillions (e2537)
Search Shake-Up: Google’s Win, AI’s Real Threat (e2536)
Software History Part 7 - AI (e2535)
Price Tags, Power Bills & GB200s (e2534)
Oil Curves, Open Source & Autonomy (e2533)
Gas Gluts, Drug Flops & Software Pops (e2532)
Debt Spirals, DOS, and DoorDash Bots (e2531)
WAR Episode: WWII Code Breaking, Ukraine/Iran War Oil Premium, & the AGI War (e2530)
Energy Shocks, AI Moves, and a Punch Card Past (e2529)
From Doom to DGX: The story of the GPU and Nvidia's Money Printing Machine (e2528)
Deficits, Datacenters & Diagnosis (e2527)
Chips, Chains & Cash Flow (e2526)
From Iran to AI: Energy, Healthcare & Big-Tech Shake-Ups (e2525)
Tariffs, Translucence & Tesla: A 30-Minute Tour of Markets in Flux (e2524)
Energy, Chips & Deficits (e2523)