Topic
Artificial Intelligence
The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70
Steve Eisman hosts a debate on whether AI is still early-stage infrastructure spending or already heading into a valuation and ROI reckoning. Gil Luria and Dan Ives argue over winners and losers across chips, hyperscalers, software, and data centers, with Oracle, Google, Apple, Palantir, and Salesforce at the center.
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
Mark Cuban argues the AI boom is not a classic dot-com-style consumer bubble, but it could still wipe out overextended VCs, PE, and infrastructure investors. He says enterprise AI is far harder than expected, current models still fail at basic workflows, and the next big shift will likely come from world models, video, and AI-first teams rather than full job replacement.
Jamie Dimon talks Trump, AI and America’s future on The Axios Show | Full Interview
Jamie Dimon argues JPMorgan’s new American Dream Initiative is a practical extension of its existing community and small-business work, aimed at lending, education, healthcare, and local opportunity. He also warns that geopolitics and AI—especially cyber risk—pose the biggest threats to America, while insisting the country can adapt if it invests in retraining, better policy, and stronger civic leadership.
![Artwork for Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]](https://megaphone.imgix.net/podcasts/2152d90e-6ea2-11f1-bf4e-975e0e419694/image/fcbbe05dc456cfb6040005d3f6424c41.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]
Vlad Barbalat explains how Liberty Mutual Investments manages roughly $120 billion of permanent capital across insurance reserves and surplus, using a long-term, liquidity-aware framework rather than market forecasting. He also discusses branded capital, AI, geopolitics, and how his immigrant background shaped his views on risk, entrepreneurship, and continuous improvement.
(Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous Driving
Ben Thompson and Andrew Sharp open with a World Cup hydration-break riff before diving into Anthropic’s export-control fight and what it says about AI security, trust, and government oversight. The rest of the preview ranges from Fox’s Roku deal and ChatGPT competition to agentic shopping, AI-generated vulnerability discovery, and whether autonomous driving can scale beyond today’s constraints.
![Artwork for Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]](https://megaphone.imgix.net/podcasts/638034f8-63bb-11f1-8c95-6396d39926c0/image/bf350c0e87fc4d280ef1c0572526d26d.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]
Alex Sacerdote argues that AI is creating a new technology stack, with Anthropic emerging as his highest-conviction private investment because leading models, enterprise distribution, and coding use cases are starting to compound. He also lays out Whale Rock’s broader S-curve framework for investing in tech, then applies it to AI infrastructure, software disruption, and how his firm uses AI in research.