Metacasts: Technology

Personalised Intelligence
Personalised Intelligence
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We listen to hundreds of expert podcasts so you don't have to find them yourself. Each weekly Metacast distils the most important technology conversations into one short briefing — telling you what matters, who said it, and which episodes to hear next. A Personalised Intelligence production — www.pers-int.com

  1. 7 hr ago

    The Silicon Pivot: From Algorithmic Ingenuity to Computational Supremacy

    This week's edition examines the structural shift from software-centric competition to an era defined by the physical scale of hardware, energy, and silicon deployment. We analyze the growing divide between US frontier labs and China's mass-market model, the rise of agentic warfare in the cyber landscape, and the massive capital expenditures reshaping the global industrial supply chain. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:31 - The Great AI Arms Race 7:44 - The New Cyber Battlefield 12:25 - Navigating the AI Governance Paradox 15:54 - From Digital Bits to Physical Atoms 19:03 - Silicon Sovereignty and Hardware Scaling 21:36 - Conclusion Referenced sources: - "The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists Evictions = Violence" (All-In with Chamath, Jason, Sacks & Friedberg) - "Special Edition Nvidia CEO Jensen Huang on Investing in South Korea" (Bloomberg Tech) - "Open-Weight AI Debate Takes Center Stage" (Bloomberg Tech) - "Instant Reaction Intel's Revenue Shatters Wall Street Estimates" (Bloomberg Tech) - "AI Spending, Mobileye's CEO Exit & IBM CEO on Results" (Bloomberg Tech) - "OpenAI's AI Test, AMD's Anthropic Deal & Apple's Roadmap" (Bloomberg Tech) - "Nvidia's AI Push, Paramount's Merger Pause & China's AI Race" (Bloomberg Tech) - "The AI Race, Starship and Silicon Valley's Defense Bet" (Bloomberg Tech) - "With AI, I Can Now Be Pulled in 5x More Directions at Once!" (CISO Series Podcast) - "Cold lures, hot targets." (CyberWire Daily) - "Laundry Bear gets the spin cycle." (CyberWire Daily) - "The AI has entered the chat." (CyberWire Daily) - "Behind the friendly face." (CyberWire Daily) - "D2DO308 Exploring the AI Governance Paradox (Sponsored)" (Day Two DevOps) - "OpenAI Models Go Rogue + Kimi K3 Freakout + A.I. Superforecasting" (Hard Fork) - "Trump's Tariffs Return, Kalshi's Midterms Hub, and Elon's AI Odyssey" (Pivot) - "China's AI Threat, SpaceX's Plunge, and Trump's Truth Social Grift" (Pivot) - "The case for making your own apps" (Platformer) - "Risky Business #845 -- OpenAI's Skynet moment" (Risky Business) - "OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips" (Stratechery by Ben Thompson) - "Who's Afraid of Chinese Models" (Stratechery by Ben Thompson) - "Canary tokens and digital tripwires (Interview)" (The Changelog: Software Development, Open Source) - "Sriram Krishnan on Open Source AI's Biggest Week Yet" (The a16z Show) - "Building the Physical AI Stack Travis Kalanick on TBPN" (The a16z Show) - "Travis Kalanick Is Back Building the Future of Industrial AI" (The a16z Show) - "Why Physical AI Is the Next Frontier Applied Intuition" (The a16z Show) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

  2. 20 Jul

    The Friction Era: When Digital Ambition Hits Physical Reality

    This week's edition examines the structural shift from limitless computational scaling to a landscape defined by energy scarcity, supply chain fragility, and hardware bottlenecks. We analyze the emerging risks of agentic software factories, the geopolitical implications of silicon sovereignty, and the expanding cyber attack surface in an automated economy. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:36 - Silicon, Power, and the Infrastructure Bottleneck 7:19 - The New Frontier of Software Engineering 12:19 - The Great AI Arms Race and Legal Fallout 17:29 - Cyber Warfare and the Identity Crisis 22:35 - Conclusion Referenced sources: - "Can the AI Industry Regulate Itself Stripe Wants PayPal, China Catches Up, NY Bans Datacenters" (All-In with Chamath, Jason, Sacks & Friedberg) - "Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding" (All-In with Chamath, Jason, Sacks & Friedberg) - "The Trillion-Dollar Industries AI Is Disrupting Voice, Law & the End of the Billable Hour" (All-In with Chamath, Jason, Sacks & Friedberg) - "China's Moonshot, Netflix's Slump & Greylock's $1.5B Bet" (Bloomberg Tech) - "TSMC Slides, Saronic Invests in Texas, GameStop Makes Its Move" (Bloomberg Tech) - "AI Selloff, Apple vs. OpenAI & the Future of Defense Tech" (Bloomberg Tech) - "A nightmare on Windows street." (CyberWire Daily) - "For hackers, sharing is caring." (CyberWire Daily) - "Patchapalooza packs a punch." (CyberWire Daily) - "The ransomware toll road." (CyberWire Daily) - "State of the router." (CyberWire Daily) - "D2DO307 Why AI Can't Replace DevOps Fundamentals" (Day Two DevOps) - "Proton's CTO No company is going to jail for you" (Decoder with Nilay Patel) - "The A.I. Trade Secrets War + Economists Say 'We Must Act Now' + HatGPT" (Hard Fork) - "Netflix CPTO on AI and the future of product and tech roles Elizabeth Stone" (Lenny's Podcast: Product | Career | Growth) - "Military Testosterone Screenings, Diarrhea Parasite Politics, and Data Center Debates" (Pivot) - "Apple Sues OpenAI, States Move to Block Paramount Deal, and McConnell Conspiracy Theories" (Pivot) - "The loudest warning about AI and jobs yet" (Platformer) - "2026.29 Mainframes and Main Characters" (Stratechery by Ben Thompson) - "Apple Sues OpenAI, Apple's Real Problem" (Stratechery by Ben Thompson) - "Meet Brain, the AI that decides when Azure is officially down" (The New Stack Podcast) - "Context engineering with Dex Horthy" (The Pragmatic Engineer) - "Replay 2025 David Sacks on AI, Crypto, and America's Technology Future" (The a16z Show) - "Can Anyone Catch NVIDIA The Future of Chips and Infrastructure" (The a16z Show) - "From the Archive Can Anyone Catch NVIDIA The Future of Chips and Infrastructure" (The a16z Show) - "Before Blockchains, There Was State Machine Replication" (The a16z Show) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

  3. 13 Jul

    The Infrastructure Pivot: When Intelligence Meets the Physical Limit

    This week's edition examines the profound structural shift from software as a tool to software as an autonomous agent, driving a trillion-dollar arms race for energy and specialized hardware. We analyze how the decoupling of human intent from execution is creating unprecedented vulnerabilities in cybersecurity and redefining the frontiers of scientific discovery through in silico simulation. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:39 - The Silicon Arms Race 6:27 - Agents, Code, and the Death of the Interface 11:15 - The Economics of Digital Giants 16:08 - The New Frontier of Cyber Warfare 21:38 - Computing the Universe: From Atoms to AI 23:36 - Conclusion Referenced sources: - "More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source, Trump Accounts" (All-In with Chamath, Jason, Sacks & Friedberg) - "Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs" (All-In with Chamath, Jason, Sacks & Friedberg) - "SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price" (Bloomberg Tech) - "SK Hynix ADRs Surge 14% After Record $26.5 Billion US Offering" (Bloomberg Tech) - "Special Edition SK Chairman Chey Tae-won on SK Hynix's US Debut" (Bloomberg Tech) - "SK Hynix US Listing Demand Soars" (Bloomberg Tech) - "Jittery Tech Markets; OpenAI Gets BofA Credit Line" (Bloomberg Tech) - "AI Chip Selloff Spreads Across Global Markets" (Bloomberg Tech) - "Broadcom, Apple Expand Custom Chip Partnership" (Bloomberg Tech) - "What Part of Zero Trust Does Your Exception Not Understand" (CISO Series Podcast) - "Conti-versal opinions." (CyberWire Daily) - "GoshDarn it, that's advanced." (CyberWire Daily) - "Who you gonna call" (CyberWire Daily) - "Azure you concerned" (CyberWire Daily) - "Welcome home, hacker." (CyberWire Daily) - "NetNut gets cracked." (CyberWire Daily) - "Why did Comcast ever buy NBC" (Decoder with Nilay Patel) - "Adam Brown - Einstein's happiest thought General Relativity from scratch" (Dwarkesh Podcast) - "Adam Brown - A deep but accessible introduction to general relativity" (Dwarkesh Podcast) - "Ways to think about token pricing" (Essays - Benedict Evans) - "Do Social Media Bans Work + A Conversation About A.I. Consciousness + Tool Time" (Hard Fork) - "Adam Mosseri AI is a tailwind for authenticity" (Lenny's Podcast: Product | Career | Growth) - "Pioneers of AI John Deere's AI vision for future farms" (Masters of Scale) - "Netflix Chases YouTube, Meta's AI Photo Grab, and Disney Fights the FCC" (Pivot) - "OpenAI's big launch - and bigger departure" (Platformer) - "Vibe coding has escaped the terminal" (Platformer) - "2026.28 XBOX On the Rocks" (Stratechery by Ben Thompson) - "Muse Image, Grok 4.5, Alex Karp on CNBC" (Stratechery by Ben Thompson) - "XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs" (Stratechery by Ben Thompson) - "A Script for Mark Zuckerberg" (Stratechery by Ben Thompson) - "The Pragmatic Engineer AMA" (The Pragmatic Engineer) - "Mark Zuckerberg & Priscilla Chan How AI Will Help Cure Disease" (The a16z Show) - "Is Software Losing Its Head" (The a16z Show) - "What does the future of software engineering look like" (Thoughtworks Technology Podcast) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

  4. 6 Jul

    The Latency Gap: When Autonomous Execution Outruns Human Oversight

    This week's edition explores the structural decoupling of human intuition from market and technical efficiency as AI agents begin to dictate the parameters of value. We examine the rising volatility in cybersecurity, the energy-intensive arms race for compute, and the intensifying geopolitical struggle for dominance over the global AI stack. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:29 - Creativity, Commerce, and the Algorithm 6:08 - Cybersecurity in the Age of AI 11:20 - The New Silicon Arms Race 15:52 - Agentic Era: Engineering the Future 19:17 - The Geopolitical Tech Divide 22:32 - Conclusion Referenced sources: - "AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie" (All-In with Chamath, Jason, Sacks & Friedberg) - "Tesla Deliveries Jump 25%" (Bloomberg Tech) - "Meta to Build Cloud Business to Sell Excess AI Compute" (Bloomberg Tech) - "Chip Stocks on Track for Best Quarter Ever" (Bloomberg Tech) - "Rocket Lab Targets SpaceX's Starlink Dominance in New Deal" (Bloomberg Tech) - "Our AI SOC Allows Us To Not Make Decisions Even Faster! (LIVE in NYC)" (CISO Series Podcast) - "CyberWire Daily at 10 The vulnerabilities, zero‑days, and hardware flaws over the last decade." (CyberWire Daily) - "The people's AI" (CyberWire Daily) - "The AI lock comes off." (CyberWire Daily) - "The court draws a privacy line." (CyberWire Daily) - "AI behind the velvet rope." (CyberWire Daily) - "D2DO306 Platform Engineering in the Agentic Era (Sponsored)" (Day Two DevOps) - "The CMO is a dying role, says Digitas' Amy Lanzi" (Decoder with Nilay Patel) - "Fable Ban Reversed + Dr. Dana Suskind on Parenting With A.I. + Prediction Market Drama" (Hard Fork) - "How to build breakout products, with Mark Pincus & Reid Hoffman" (Masters of Scale) - "Cannes Lions' battle of the brands Starbucks' stumble, World Cup ads, and more" (Masters of Scale) - "Trump's Crypto Windfall, Dems' Anti-Establishment Wave, and the Supreme Court's Big Week" (Pivot) - "Why the tech industry can't keep up with the AI backlash" (Platformer) - "Risky Business #844 -- China closes AI vulndev gap as USA lifts Fable ban" (Risky Business) - "The harness is where the hard work is Harness bets on agents that enterprises can trust in production" (The New Stack Podcast) - "a16z Goes Global Why American Tech Must Lead the World" (The a16z Show) - "Technology, Alliances, and American Leadership." (The a16z Show) - "Rick Rubin on AI, Creativity, and The Way of Code" (The a16z Show) - "Building AI for Creators Luma & Phota Labs" (The a16z Show) - "Beyond P(doom) Marc Andreessen - Betting on America" (The a16z Show) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

  5. 29 Jun

    The Complexity Trap: Scaling Automation Toward Systemic Collapse

    This week's edition examines the structural risks of an era defined by 'vibe coding' and autonomous agents, where the ability to generate rapid software output is outstripping our capacity for verification. We analyze the escalating tension between massive AI compute demands and the physical constraints of global energy, supply chains, and orbital infrastructure. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:38 - Vibe Coding and the Future of Engineering 6:27 - The New Era of Consumer Intelligence 12:02 - Cyber Warfare and the New Perimeter 16:54 - The Great AI Compute Crunch 21:15 - Hardware Inflation and the Space Economy 23:11 - Conclusion Referenced sources: - "Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter" (All-In with Chamath, Jason, Sacks & Friedberg) - "OpenAI Weighs IPO in 2027" (Bloomberg Tech) - "Micron, Qualcomm Show Strong AI Demand" (Bloomberg Tech) - "OpenAI Unveils First Custom AI Chip With Broadcom" (Bloomberg Tech) - "SpaceX Wavers Near $2T Market Cap After 3-Day Rout" (Bloomberg Tech) - "SpaceX Kicks Off High-Grade Bond Sale" (Bloomberg Tech) - "Space supply chain pressures." (CyberWire Daily) - "More bark than byte." (CyberWire Daily) - "Factory reset required." (CyberWire Daily) - "Gone with the command." (CyberWire Daily) - "Klue me in on the breach." (CyberWire Daily) - "All eyes on AI." (CyberWire Daily) - "The Klue is in the data trail." (CyberWire Daily) - "D2DO305 Scaling Human Connection in Tech Communities" (Day Two DevOps) - "OpenAI Codex lead on the new shape of product work Andrew Ambrosino" (Lenny's Podcast: Product | Career | Growth) - "Starmer Resigns, Reflecting Pool Fiasco, and Amazon Dumps OpenAI Movie" (Pivot) - "The CEO of AWS on why Amazon is hiring 11,000 interns and junior employees" (Platformer) - "Risky Business #843 -- Fortibleed is kinda awesome, actually" (Risky Business) - "When AI Starts Writing the Pull Requests with Madelyn Olson" (Screaming in the Cloud) - "An Interview with Figma CEO Dylan Field About Design and AI" (Stratechery by Ben Thompson) - "My Vibe Coding Adventure, The App and the Experience, Ten Takeaways" (Stratechery by Ben Thompson) - "Public cloud vs. on-prem Summit on where each workload belongs" (The New Stack Podcast) - "Tech interviews with NeetCode" (The Pragmatic Engineer) - "AI Is Crossing the Frontier of Human Knowledge Kevin Weil" (The a16z Show) - "What's Next for Consumer AI Josh Elman Joins a16z" (The a16z Show) - "What does code mean in 2026" (Thoughtworks Technology Podcast) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

  6. 22 Jun

    The Verification Crisis: When Machine-Speed Output Outpaces Human Oversight

    This week's edition examines the fundamental decoupling of software production from human cognitive constraints, exploring how the rise of AI-native workflows is shifting the engineering bottleneck from code generation to complex verification. We further analyze the cascading risks of this velocity, from the emergence of machine-speed cyber attacks to the geopolitical fragmentation of frontier model access. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:31 - Engineering Productivity and the AI-Native Workflow 6:48 - Cybersecurity in the Age of Machine-Speed Attacks 12:40 - Big Tech Capital Allocation and Market Shifts 18:25 - The Great AI Arms Race and Regulatory Crackdown 23:41 - Conclusion Referenced sources: - "World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal" (All-In with Chamath, Jason, Sacks & Friedberg) - "President Trump Announces Apple and Intel Chip Collaboration" (Bloomberg Tech) - "Anthropic Gets a Warning, SpaceX Shares Fall on Fourth Day" (Bloomberg Tech) - "SpaceX Soars On Third Trading Day, Seals Cursor Takeover" (Bloomberg Tech) - "Anthropic Disables AI Access for Foreign Nationals" (Bloomberg Tech) - "Boards Love to Hear Jargon, Says Soon-to-Be-Fired CISO (LIVE in Boston)" (CISO Series Podcast) - "Vulnerability response Built for humans, outpaced by machines." (CyberWire Daily) - "Peeling back Banana RAT." (CyberWire Daily) - "CyberWire Daily at 10 A decade of leaks, espionage, and influence operations." (CyberWire Daily) - "The botnet browser blues." (CyberWire Daily) - "The nominee in limbo." (CyberWire Daily) - "No Mythos of escape." (CyberWire Daily) - "The fable ends before it begins." (CyberWire Daily) - "Who decides when AI is too dangerous" (Decoder with Nilay Patel) - "'Hard Fork' Live Part 2 Dylan Field on Standing Out in the A.I. Era" (Hard Fork) - "Building the most AI-pilled engineering team in the world Fiona Fung (Manager of the Claude Code and Cowork Teams)" (Lenny's Podcast: Product | Career | Growth) - "IBM's $10 billion bet on what comes after AI" (Masters of Scale) - "The U.S. at 250 The case for reckoning and rebuild, with Ian Bremmer" (Masters of Scale) - "The White House UFC Fight, SpaceX's Big Pop, and Fox's Roku Deal" (Pivot) - "This founder isn't hiring junior engineers anymore" (Platformer) - "Risky Business #842 -- Anthropic needs an adult in the C suite" (Risky Business) - "2026.25 The Stuff of Myth(os)" (Stratechery by Ben Thompson) - "The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor" (Stratechery by Ben Thompson) - "Gusto Cofounder An AI agent that runs payroll, HR, and benefits without waiting to be asked" (The New Stack Podcast) - "CICD with Robert Erez" (The Pragmatic Engineer) - "The Fintech Playbook for Latin America" (The a16z Show) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

  7. 15 Jun

    The Hardware Pivot: When Agentic Autonomy Hits the Physical Wall

    This week's edition examines the structural shift from software-layer competition to a high-stakes struggle over integrated hardware, custom silicon, and energy infrastructure. We analyze how the transition toward an agentic economy is creating unprecedented demand for critical minerals and power, fundamentally redefining the strategic moats of the world's largest technology leaders. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:34 - Big Tech’s Hardware and Ecosystem Play 6:22 - The Agentic Revolution and the Death of SaaS 11:45 - The New Silicon Arms Race: Infrastructure and Energy 16:38 - Cyber Warfare in the Age of AI 20:43 - The Economic Ripple Effects of Automation 22:52 - Conclusion Referenced sources: - "Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections" (All-In with Chamath, Jason, Sacks & Friedberg) - "All-In's Best Ideas Pitch Competition 4 Investors Present Their Top Trades Live" (All-In with Chamath, Jason, Sacks & Friedberg) - "Dan Dreyfus America's Critical Minerals Crisis is Here" (All-In with Chamath, Jason, Sacks & Friedberg) - "Nikesh Arora Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company" (All-In with Chamath, Jason, Sacks & Friedberg) - "SpaceX Goes Public, Musk Becomes First Trillionaire" (Bloomberg Tech) - "SpaceX Makes History With Biggest-Ever IPO" (Bloomberg Tech) - "SpaceX IPO Draws More Than $70B in Retail Orders" (Bloomberg Tech) - "SpaceX IPO Multiple Times Oversubscribed" (Bloomberg Tech) - "Taiwan Eyes China AI Chip Sales Curbs; OpenAI Files for IPO" (Bloomberg Tech) - "Apple's Big AI, Siri and Software Launch" (Bloomberg Tech) - "There's Nothing an LLM Can Screw Up That the Cloud Didn't Do First" (CISO Series Podcast) - "Vulnerability management at AI speed." (CyberWire Daily) - "Deadline-driven defense." (CyberWire Daily) - "The court calls Google's bluff." (CyberWire Daily) - "The patch pile reaches new heights." (CyberWire Daily) - "A checkmark for trust, a payload for theft." (CyberWire Daily) - "Meta's recovery plan needed recovery." (CyberWire Daily) - "Microsoft AI chief thinks superintelligence is near, but won't take your job" (Decoder with Nilay Patel) - "'Hard Fork' Live, Part 1 Satya Nadella and Cindy Cohn" (Hard Fork) - "Agent Sandbox with Lovable, with Jonathan Grahl" (Kubernetes Podcast from Google) - "The hidden pattern behind successful products Mark Pincus (Founder of Zynga)" (Lenny's Podcast: Product | Career | Growth) - "The future of EVs, with Rivian's RJ Scaringe" (Masters of Scale) - "Trump's AI Stake, SpaceX's IPO Froth, and Apple's Siri Overhaul" (Pivot) - "How to help knowledge workers who lose their jobs to AI" (Platformer) - "Risky Business #841 -- Microsoft gets owned and 0day'd" (Risky Business) - "The Appalachian Cloud Trail Hiking, Cloud Economics, and Finding Perspective" (Screaming in the Cloud) - "2026.24 Hey Siri, Tell Me a Fable" (Stratechery by Ben Thompson) - "The iPhone's Last Stand" (Stratechery by Ben Thompson) - "WeAreDevelopers is coming to the US to give unsung developers a bigger voice" (The New Stack Podcast) - "Samo Burja on Growth, Energy, and AI" (The a16z Show) - "AI, Growth, and the Future of Healthcare Anish Acharya & Sachin Jain" (The a16z Show) - "Tyler Cowen & Alex Tabarrok on AI, Jobs, and Economic Growth" (The a16z Show) - "Database branching Overcoming the bottlenecks of shared database environments" (Thoughtworks Technology Podcast) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

  8. 9 Jun

    The Industrialization of Intelligence: From Algorithmic Optimization to Physical Scaling

    This week's edition examines the fundamental shift from software experimentation to a capital-intensive race for energy, silicon, and orbital infrastructure. We analyze how the transition to agentic workflows and consumption-based software models is restructuring the global economy, creating a new era of high-stakes physical competition. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:37 - The Great Infrastructure Race: Compute, Energy, and Silicon 6:27 - The Billion-Dollar IPO Wave: Scaling the New Tech Giants 11:25 - The Agentic Era: From Chatbots to Autonomous Workflows 15:14 - Cybersecurity in the Age of AI-Driven Warfare 20:15 - The New Software Economy: Beyond the Per-Seat Model 22:11 - Conclusion Referenced sources: - "Nikesh Arora Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company" (All-In with Chamath, Jason, Sacks & Friedberg) - "Dan Loeb The Lost Art of Short Selling, and Why Stock Picking is Back" (All-In with Chamath, Jason, Sacks & Friedberg) - "Bill Ackman Investment Strategy, What the Market is Missing, How AI Breaks Businesses" (All-In with Chamath, Jason, Sacks & Friedberg) - "OpenAI CFO Sarah Friar IPO, AI Rivalries, New Device, and Spending $100B+ on Compute" (All-In with Chamath, Jason, Sacks & Friedberg) - "OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute" (All-In with Chamath, Jason, Sacks & Friedberg) - "Apple's Big AI, Siri and Software Launch" (Bloomberg Tech) - "Tech Trade Under Pressure; Musk Sells His Vision of the Future" (Bloomberg Tech) - "Bloomberg Tech Event Special" (Bloomberg Tech) - "Alphabet To Raise $80B in Equity, Anthropic Files For IPO" (Bloomberg Tech) - "Our Data Security Policy Is Transparent in That It Doesn't Exist" (CISO Series Podcast) - "Meta's recovery plan needed recovery." (CyberWire Daily) - "Spoofing ships, jamming drones how GPS manipulation confuses and compromises." (CyberWire Daily) - "You've been muted...permanently." (CyberWire Daily) - "The NSA gets an AI upgrade." (CyberWire Daily) - "Not every headhunter is hiring." (CyberWire Daily) - "The AI race gets a referee." (CyberWire Daily) - "The bugs are piling up faster than the fixes." (CyberWire Daily) - "Microsoft AI chief thinks superintelligence is near, but won't take your job" (Decoder with Nilay Patel) - "'60 Minutes' Meltdown, Trump's Intel Chief Pick, and Apple's Next Big Bet" (Pivot) - "Anthropic's IPO, Platner's Campaign Controversies, and Blue Origin's Setback" (Pivot) - "Soap Box Detection and response in the AI age" (Risky Business) - "Risky Business #840 -- Microsoft walks back researcher threats" (Risky Business) - "Google Buys Compute From SpaceX, Broadcom's Outlook, Apple's AI Politics" (Stratechery by Ben Thompson) - "An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies" (Stratechery by Ben Thompson) - "The Nvidia AI PC, Project Solara, Microsoft AI" (Stratechery by Ben Thompson) - "The Google Capital Company" (Stratechery by Ben Thompson) - "From open source hits to OpenAI (Interview)" (The Changelog: Software Development, Open Source) - "Kubernetes and retiring at the top with Kelsey Hightower" (The Pragmatic Engineer) - "AI Agents and the Fight for Customer Data" (The a16z Show) - "AI Eats the World A Reality Check with Benedict Evans" (The a16z Show) - "Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy" (The a16z Show) - "Steven Sinofsky on Apple at 50, Microsoft, and the Future of Computing" (The a16z Show) - "Steven Sinofsky on AI PCs, NVIDIA, and the Future of Computing" (The a16z Show) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

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We listen to hundreds of expert podcasts so you don't have to find them yourself. Each weekly Metacast distils the most important technology conversations into one short briefing — telling you what matters, who said it, and which episodes to hear next. A Personalised Intelligence production — www.pers-int.com

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