46 clips · 127 minutes of listening · 3 full episode picks
20VC · Acquired · All-In · Alpha Exchange · Animal Spirits · Big Technology Podcast · Business Breakdowns · Capital Allocators · Conversations with Institutional Investors · Dwarkesh Podcast · Excess Returns · Flirting with Models · Interconnects · Latent Space · Lex Fridman · Machine Learning Street Talk · Masters in Business (Ritholtz) · Merryn Talks Money · No Priors
- Investment New Zealand Super's tilting programme ran a short Kiwi position to nearly 40 per cent of the fund's net asset value in 2013, with the mark-to-market loss at its worst when the expected return was at its best.
- AI Cloudflare flips its default in mid-September to block Google's crawler on every ad-supported and subscription site it fronts, with publishers free to opt back in.
- Investment Alpha Exchange argues the binding constraint on the AI buildout is capital rather than power or memory, with AI capex running about 0.8 per cent of US GDP in the first quarter of 2026.
15 clips · 30 minutes of listening · 1 full episode pick
Capital Allocators · Conversations with Institutional Investors · Flirting with Models · Odd Lots · a16z
- Investment NYU moved the main team debate to 70 per cent through diligence, before anyone is committed to a recommendation.
- AI OpenAI put a quarter of its production engineers onto security and pointed the models at its own systems until they ran out of holes to find.
- Investment Escondida, the largest copper mine in the world, is spending 10 to 12 billion dollars in order to produce less copper than it does today.