Invest Like The Best
Episodes
She Knows the 250 People Building AI. Here's What They Actually Believe.
Sarah Guo discusses the frenzied AI landscape, emphasizing that success requires deep technical understanding and proximity to top researchers rather than pedigree alone.
Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
Sale Research’s founder explains their strategy to become the cheapest provider of AI inference by optimizing for throughput rather than latency, targeting long-running background agents.
What Happens When the AI Boom Runs Out of Money
Ben Thompson and a guest analyze the geopolitical risks of US AI dominance, arguing that China’s optimal response to American military superiority would be destroying TSMC.