AI Investing is a forward-thinking podcast where financial experts and AI specialists converge to explore the dynamic world of artificial intelligence in the investment landscape. Each episode dives into how AI technologies are revolutionizing stock market strategies, portfolio management, and financial forecasting, providing listeners with cutting-edge insights and practical tips.
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SpaceX Asks FCC for 1M AI Data Centers in Space (00:11:17)
In this episode, we discuss SpaceX's audacious plan to launch a million AI data center satellites into orbit, outlining the logistical and economic reasons behind this move. We also explore the recent...
Elon Wants Data Centers in Space? (00:11:22)
Jamie and Jaeden discuss Elon Musk's acquisition of XAI by SpaceX, exploring the implications of merging these companies, the innovative concept of building data centers in space, and the financial dy...
Anthropic's Opus 4.6 and OpenAI's Codex: New AI Models Compete (00:10:28)
In this episode, we explore Anthropic's new Opus 4.6 and its 'agent teams' feature, alongside OpenAI's competing GPT 5.3 Codex, highlighting the intense rivalry in the AI development space. We also di...
Lotus Health AI Doctor Raising $35M (00:12:53)
In this episode, we explore Lotus Health AI's innovative approach to healthcare, where an AI doctor provides free consultations and aims to redefine primary care. We also discuss the challenges, poten...
SpaceX Acquires XAI for $1.25 Trillion (00:12:53)
In this episode, we explore the monumental acquisition of XAI by SpaceX, creating an unprecedented $1.25 trillion integrated technology company. We discuss the ambitious vision of building AI data cen...
The History of AI (00:12:18)
In this episode, we journey back in time to explore the fascinating history of artificial intelligence, tracing its origins from early philosophical questions about machine thought to the symbolic AI ...
Anthropic's New Plugins and $3 Billion Lawsuit (00:10:55)
In this episode, we talk about Anthropic's new Co-Work plugins for enterprise users, designed to automate specialized tasks and streamline workflows. We also discuss the major $3 billion lawsuit filed...
Anthropic's New Plugins and $3 Billion Lawsuit (00:10:55)
In this episode, we talk about Anthropic's new Co-Work plugins for enterprise users, designed to automate specialized tasks and streamline workflows. We also discuss the major $3 billion lawsuit filed...
Meta's AI Surge: Smart Glasses & Billions (00:12:23)
In this episode, we explore Mark Zuckerberg's ambitious AI plans for Meta, including significant investments and the expected launch of new AI models and products. We also discuss Meta's strong push i...
Automation with Clawdbot (00:12:06)
Jaeden and Jamie delve into the innovative concept of Clawdbot, an autonomous AI model designed to automate tasks on personal devices. They explore its capabilities, real-world applications, and the p...
Synthesia: A $4 Billion Valuation (00:10:46)
Waabi Raises $1B from Uber and VCs (00:12:41)
In this episode, we discuss Waabi, an autonomous trucking company that secured $1 billion in funding, including $250 million from Uber. We also explore their unique AI-first approach to autonomous dri...
Nvidia's Game-Changing Weather Model (00:13:58)
Anthropic's Cloud App Integrations and Hiring Challenges (00:11:34)
In this episode, we explore Anthropic's new interactive Cloud apps and integrations with popular workplace tools like Slack, Canva, and Figma. We also discuss how Anthropic is facing unique challenges...
Unlocking the Power of Micro Apps (00:11:36)
HumansAnd Raises $480M Seed Round to Build AI for Human Collaboration (00:15:31)
In this episode, we discuss HumansAnd, a new startup founded by AI veterans, and their ambitious goal to build an AI model focused on human collaboration rather than just individual intelligence. We a...
NVIDIA Invests $2B in CoreWeave (00:10:54)
In this episode, we discuss NVIDIA's massive $2 billion investment in CoreWeave, a deal aimed at rapidly expanding CoreWeave's AI compute capacity to five gigawatts by 2030, a move that will position ...
Microsoft Reveals Maya 200 AI Inference Chip (00:11:17)
In this episode, we discuss Microsoft's new Maya 200 AI inference chip, highlighting its capabilities, its importance for efficient AI model deployment, and how it signifies a major shift towards cust...
OpenAI Leadership Reshuffle, AI Unicorns, and White-Collar Work (00:10:08)
In this episode, we explore OpenAI's strategic leadership changes to regain enterprise market share as competitors like Anthropic surge ahead. We also discuss how key AI infrastructure partners are re...
Investing in AI: Google's Education Angle (00:10:42)
In this episode, we examine the investment opportunities and market shifts created by Google's free Gemini-powered SAT practice. We discuss the financial future of AI in academic preparation.
Chapter...
New ChatGPT Ads: Opportunity or Obstacle? (00:10:26)
Jamie and Jaeden discuss the recent announcement from ChatGPT regarding the introduction of ads for free and go tier users. While some users express concern that this could compromise the integrity of...
Anthropic CEO Criticizes NVIDIA Over AI Chip Sales to China (00:09:30)
In this episode, we discuss Anthropic CEO Dario Amodei's strong criticism of the Trump administration's decision to allow NVIDIA to sell AI chips to China, comparing it to selling nuclear weapons. We ...
$120M RunPod Investment Case (00:08:49)
In this episode, we examine the investment potential of RunPod, an AI cloud startup with impressive ARR and a unique growth story. We also consider what makes AI infrastructure companies an attractive...
AI Energy: Investor Outlook (00:11:09)
In this episode, we provide an investor's outlook on the Trump administration's $15 billion power plant proposal for tech companies, focusing on the energy market's response to AI demand. We identify ...
Meta's AI Investment Strategy (00:13:29)
In this episode, we analyze Meta's investment shift away from its Metaverse ambitions and into core AI development, crucial for any AI investor. We examine the financial implications and potential ret...
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