Topic
Cloud Computing
Big Technology Podcast
Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
Leopold Aschenbrenner’s AI-focused hedge fund reportedly unwound much of its public stock book after a brutal leveraged drawdown, sparking debate over whether effective-altruist style conviction trading is too risky. The rest of the episode covers OpenAI’s sharp price cuts, Nvidia’s investment in Safe Superintelligence, and how Microsoft, Amazon, Google, Meta, and Apple are being reshaped by the AI capex cycle.
The Real Eisman Playbook
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.