The Compound and Friends
Episodes
Why Demand for Compute Is About to Explode With Alex Kantrowitz
Hosts Josh Brown and Michael Batnick welcome Alex Kantrowitz to discuss the rapid evolution of AI, highlighting OpenAI’s explosive user growth and revenue.
AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal
Hosts Josh and Michael preview earnings for Microsoft, Meta, Amazon, and Apple, focusing on AI capex guidance and market reactions.
How Ron Baron Became the Greatest Fund Manager of All Time
Ron and Michael Baron discuss their firm’s mission, principles, and massive success with long-term investments in Tesla and SpaceX.
Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally