Best Chamath Podcasts (2025)

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Tulsi Gabbard on Russiagate Hoax Evidence and How She’s Reforming Politicized Intelligence Agencies 41:54

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3h ago41:54

41:54

(0:00) Introducing Tulsi Gabbard, US Director of National Intelligence (1:21) The Russiagate Hoax Conspiracy and the dangers of highly politicized intelligence agencies (17:31) Russian interference in 2016, cleaning up intelligence agencies, increasing accountability (25:54) How Tulsi is received in her home state of Hawaii after switching parties,…

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Labubu Dolls, Record-High Corporate Bankruptcies, & Chamath's $250M SPAC 35:42

18d ago35:42

35:42

In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz talk about Pop Mart's profits soaring +400% thanks to Labubu dolls, corporate bankruptcies hitting a 5-year high, and Chamath's new $250M SPAC focused on "American Exceptionalism." --- ✅ Ready to start investing? Open a brokerage account on Public.com/richhabits and g…

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6 Growth Stocks That Just Turned Profitable; Brett's Hot Buffett Take; Latest Super Investor Buys: Plus, We Have a New Chamath SPAC 1:04:52

25d ago1:04:52

1:04:52

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (01:05) Intel Nationalization and Government Involvement (10:01) Zoom Earnings Review and Market Position (15:37) Super Investors: 13F Season Insights (27:52) Warren Buffett's Investment in United Health (…

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20VC: Databricks at $100BN | Chamath’s SPAC Revival: Peak Mania? | OpenAI Staff Cash Out Billions & Sam Altman Will Spend Trillions | CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker 1:27:58

26d ago1:27:58

1:27:58

Agenda: 00:00 – Databricks hits $100B: Bubble or just the beginning? 03:15 – Is Databricks actually undervalued at 25x revenue? 07:40 – Are we on the verge of the biggest IPO wave ever? 11:30 – Can Andreessen’s Databricks bet return $30B+? 18:10 – Who really gets rich when mega-unicorns IPO? 19:30 – Is the return of Chamath’s SPACs the ultimate bub…

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176. Chamath's New SPAC (Detailed Breakdown) Plus Europe’s Yield Curve Warning 49:26

19d ago49:26

49:26

Send us a text This week on The Skinny on Wall Street, Kristen and Jen dive into the resurgence of SPACs and yes, Chamath Palihapitiya, the once-dubbed “SPAC King,” is back with a brand-new deal. We unpack what a SPAC really is, why they exploded in 2020, changes in the new structures and more. From warrants and dilution to sponsor “promotes” and f…

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229: Oasis Concert, Chamath Launching SPAC, Intel Turnaround (?) & How The South Park Guys Became Billionaires 49:01

20d ago49:01

49:01

The NIA boys discuss Oasis Concert, Chamath Launching S.P.A.C., Intel Turnaround (?) & How The South Park Guys Became Billionaires Timestamps: (00:00:00) - Intro (00:01:39) - Oasis Concert (00:05:37) - Chamath Launching S.P.A.C. (00:16:23) - Intel Turnaround (?) (00:26:01) - How The South Park Guys Became Billionaires What Is Not Investment Advice?…

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Chamath Is Back With New SPAC, AI Scrutiny, China’s Moon Push | Pete DeJoy, Marty Kausas, Matteo Franceschetti, Abdul Al-Asaad, Derek Lo, Alex Telford 3:09:39

28d ago3:09:39

3:09:39

(00:30) - Chamath is Back with New SPAC (31:33) - Timeline (01:01:23) - TBPN Substack (01:16:35) - Gong of the Day (01:26:14) - Timeline (01:59:29) - Pete DeJoy, co-founder and interim CEO of Astronomer, discusses the company's evolution from its inception in Cincinnati, Ohio, to becoming a leader in data orchestration with its Apache Airflow-power…

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Chamath Is Back In The Arena 20:33

21d ago20:33

20:33

Masa Son is investing $2B into Intel, and the Uncle Sam might join in as well. Small AI models continue to have a moment. Chamath is reentering the arena with a new SPAC. The Texas AG is investigating AI chatbots. And does GPT-5 prove that we’ve hit an AI ceiling, even if only temporarily? Links: ⁠Intel is getting a $2 billion investment from SoftB…

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Google Gemini Strikes Back, China Hits NVIDIA on Antitrust | Bill Bishop, Pete Shadbolt, Sadi Khan, Lukas Czinger, Kyle Samani 3:19:28

7h ago3:19:28

3:19:28

(00:42) - Google Gemini Strikes Back (01:59) - TBPN in the WSJ (04:31) - Google Gemini's Comeback Breakdown (36:15) - China Hits NVIDIA on Antitrust (41:42) - Bill Bishop, an entrepreneur and former media executive, is the author of the Sinocism China Newsletter, which provides expert insights into Chinese politics and economics. In the conversatio…

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Gemini’s Suddenly The #1 App In All The Land 20:14

2h ago20:14

20:14

Nano Banana is such a hit that Gemini is suddenly ahead of ChatGPT, at least if we’re measuring by the app store. Lots of interesting new data about how people are actually using AI. A new accelerator program from OpenAI itself, and is the AI boom like the dawn of the microprocessor or more like the dawn of containerization? Google Gemini is the to…

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Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future 26:09

4h ago26:09

26:09

(0:00) Introducing Vlad Tenev (0:51) Jason tells his story of investing in Robinhood (3:17) Tokenizing securities, offering tokenized shares in OpenAI and SpaceX, controversy (7:29) Operating under Trump vs Biden, why offering tokenized securities for private companies could be revolutionary (17:01) Criticisms around expanding access to sophisticat…

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135: How To Invest In The Next Billion Dollar Startup w/ Colin West 1:00:08

13h ago1:00:08

1:00:08

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz interview Collin West. Collin is the founder and managing partner of Ensemble VC. Under his leadership, Ensemble has invested into countless startups that have turned into multi-billion dollar companies. In this interview, we learn about Collin's exact strategy for …

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20VC: Mercor: From $1M to $500M in 17 Months: The Fastest Growing Company in the World | How to Think About Margins and Revenue Sustainability in AI | Why Evaluation Benchmarks in AI are BS Today with ... 1:01:16

23h ago1:01:16

1:01:16

Brendan Foody is the Co-Founder and CEO @ Mercor, the fastest growing company in history. The company solves talent allocation in the AI economy and they have scaled from $1M to $500M in revenue in just 17 months. With a rumoured new funding round pricing the company at a whopping $10BN, the company has the likes of Benchmark, Felicis, Emergence, a…

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Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption 1:14:00

2d ago1:14:00

1:14:00

(00:00) - Intro (00:03) - Declining AI Adoption (16:03) - YC Demo Day (36:53) - Peter Tuchman (Einstein of Wall Street) (45:45) - Apple Debuts iPhone 17 (01:08:39) - How to think about the $300B OpenAI-Oracle TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight S…

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(BNS) John Borthwick Of Betaworks 1:01:51

7m ago1:01:51

1:01:51

John Borthwick on Betaworks shares his journey from a tech-savvy youth to a prominent figure in the New York City tech scene. He discusses his early experiences with computers, the transformative impact of the World Wide Web, and the vibrant tech culture of the 90s. Borthwick reflects on his role in creating Total New York, the lessons learned from…

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Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science | All-In Summit 31:48

1h ago31:48

31:48

(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win (2:39) What is Google DeepMind? How does it interact with Google and Alphabet? (4:01) Genie 3 world model (9:21) State of robotics models, form factors, and more (14:42) AI science breakthroughs, measuring AGI (20:49) Nano-Banana and the future of creative tools, democratizati…

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OpenAI–Microsoft Restructure, Winning Formula for AI Founders, 𝕏 Timeline Reactions 2:08:25

3d ago2:08:25

2:08:25

(00:20) - Timeline Reactions (02:39) - OpenAI & Microsoft's For-Profit Restructure (19:07) - Anthropic CEO Weighs in on Future of AI (22:35) - GPT-5 Data Analysis (25:04) - Timeline Reactions (01:00:34) - AI Startup Founder's Winning Formula (01:31:41) - Timeline Reactions (01:40:02) - WSJ Mansion Section (01:56:10) - Timeline Reactions TBPN.com is…

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181. Fox / Murdoch Settlement (aka Real Life Succession), Pre-Fed Jitters and Oracle | The Skinny On LIVE 32:42

1d ago32:42

32:42

Send us a text Kristen and Jen dive into the real-life Succession drama unfolding inside the Murdoch family, breaking down the legal battle over the Fox and News Corp trust that controls the family’s Class B super-voting shares. They explain how Rupert and Lachlan Murdoch secured a deal to buy out their siblings at a discount, why dual-class share …

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OpenAI And Microsoft Make Up And Make Nice? 20:26

15m ago20:26

20:26

OpenAI and Microsoft say they have ironed out their differences… tentatively. Not officially. I’ll explain why that is interesting. With new FDA clearance for the Apple watch are millions of people about to discover they have hypertension? What if AI is less corrupt than humans? And, of course, the Weekend Longreads Suggestions. OpenAI and Microsof…

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Oracle’s Blistering Backlog; Nebius + Microsoft AI Deal; Is Duolingo Dying? $ORCL $NBIS $DUOL 1:05:06

2h ago1:05:06

1:05:06

The Investing Power Hour was recorded on Tuesday this week. Back to our regular time of 5pm EST on Thursday next week. We discussed: (00:00) Introduction (02:06) Analyzing Chipotle's Performance (11:04) Duolingo's Disruption Concerns (19:39) AI Infrastructure and OpenAI's Cash Burn (31:50) Emerging Players in AI: Nebius (34:22) Shorting Stocks: Ris…

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20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong 1:06:20

4d ago1:06:20

1:06:20

Amit Bendov is Co-Founder & CEO of Gong, the leading AI-sales platform. The company has raised over $600 million from some of the best in the world including Sequoia, Thrive, Salesforce and more. Gong has surpassed $300M in ARR, serves thousands of customers (including multiple Fortune 10s), and is valued at over $7BN. AGENDA: 00:00 – Why CRM Was A…

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Apple Unveils iPhone 17 Lineup, OpenAI & Oracle's $300B Cloud Pact | Nico Rosberg, Josh Machiz, Nir Zicherman, Amjad Masad, Alex Mashrabov, Stefan Cohen, Rohan Kodialam, Timothy Luchini, Marc Boroditsky ... 3:27:28

4d ago3:27:28

3:27:28

(04:11) - Apple Unveils iPhone 17 Lineup (40:36) - OpenAI & Oracle Strike $300B Cloud Pact (52:44) - Timeline Reactions (01:12:51) - Josh Machiz, recently appointed as Chief Marketing Officer at Lightspeed Venture Partners, brings a wealth of experience from his previous roles as Partner at Redpoint Ventures and Chief Digital Officer at Nasdaq. In …

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Oh THAT $300B Contract With OpenAI… 21:42

11m ago21:42

21:42

Well we now know one of the big contracts that sent Oracle shares flying. OpenAI of course. We have another IPO pop. YouTube videos now have multilanguage dubbing. Is it risky to bet on just one version of AI? And a deep dive analysis of how Oracle got AI religion. Oracle, OpenAI Sign $300 Billion Cloud Deal (WSJ) Klarna Climbs 15% in Trading Debut…

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Q&A: Taking Social Security Early, Building Two ADUs, & Whole Life Insurance For Children? 29:48

3h ago29:48

29:48

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! --- 🔥 Ready for a free 1% match on your IRA contribution or rollover? Sign up for Public and take advantage of that, ⁠⁠⁠⁠⁠⁠click here!⁠⁠⁠⁠⁠⁠ --- 🏠 Download the Rich Habits Real Estate Hacks, ⁠⁠⁠⁠⁠⁠click here!⁠⁠⁠⁠⁠⁠ --- 💰 Download the 2025 Weal…

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20VC: Musk's $TRN Pay Package Broken Down | Ramp Hits $1BN ARR and Brex Hits $700M: Who Wins | OpenAI's $10BN Secondary Sale | Atlassian Buys The Browser Company for $610M | ASML Lead Roun into Mistral ... 1:27:56

5d ago1:27:56

1:27:56

AGENDA: [00:05] Musk’s $1 Trillion Pay Package: The Breakdown? [00:15] Scale, Windsurf: Are Founders Just Mercenaries Chasing Cash Today? [00:21] Ramp at $1B ARR, Brex at $700M — Is AI Causing All Boats To Rise? [00:26] Sierra at $100M ARR Worth $10B — Bubble or Brilliant Bet? [00:30] Kleiner Perkins Invests $100M into Anthropic at $183BN… WTF? [00…

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LIVE @ NYSE for Klarna IPO | Peter Tuchman, Sebastian Siemiatkowski, Lynn Martin, David Sandstrom, Mati Staniszewski, Andrew Reed, Markus Villig 1:53:07

5d ago1:53:07

1:53:07

(00:00) - Peter Tuchman, known as the "Einstein of Wall Street" for his distinctive appearance and animated presence, is a veteran stock trader on the New York Stock Exchange (NYSE) floor. In a recent conversation, he recounted his collaboration with streamer IShowSpeed, where he introduced the young audience to investing by highlighting that many …

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LIVE @ YC Demo Day | Nate Bosshard, Joshua Reeves, Joshua Browder, Burkay Gur, Theo Browne & MORE 3:01:28

5d ago3:01:28

3:01:28

(00:00) - Nate Bosshard, founder of Offline Ventures and co-founder of Tonal, has a background in marketing leadership at companies like GoPro and The North Face. In the conversation, he reflects on his early entrepreneurial ventures, such as selling used records on eBay, and discusses the evolution of Y Combinator's Demo Day to a quarterly event. …

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232: Google Monopoly Ruling, Sam Altman’s WorldCoin & The New iPhones 52:18

1h ago52:18

52:18

The NIA boys discuss the Google Monopoly Ruling, Sam Altman’s WorldCoin & The New iPhones Timestamps: (00:00:00) - Intro (00:02:47) - Google Monopoly Ruling (00:32:33) - Sam Altman’s WorldCoin (00:43:28) - The New iPhones What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of t…

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Is Oracle The New Nvidia? 19:53

14m ago19:53

19:53

Larry Ellison becomes the richest person in all the land! Is Oracle the new Nvidia? Spotify finally delivers on lossless audio. Robinhood is going to roll out true social trading. Quantum computing continues to be hot. And the startup that’s taking my AI podcast experiment to the next, logical level. Oracle Is the New Nvidia, for Better or Worse (W…

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Are You Garbage on Phillies Karen, Airplane Etiquette, & Nasty Hotel Stories 1:43:41

6d ago1:43:41

1:43:41

YERRR – the boys are in full garbage mode this week, diving into bad habits, Philly chaos, and BBQ betrayals.We’re talkin’:– Akaash getting diesel in grandma’s garage– Taking leftovers, ghosting dinners, and tipping drama– Hawaiian shirts, Philly ball snatchers, and dessert cucking– Classy joints, tour bus budgets, and the ultimate garbage beer tas…

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DAVID GARDNER INTERVIEW: How To Find the Next Nvidia -- And Other Massive Multibagger Stocks 56:43

3h ago56:43

56:43

You'll want to listen to this one. We discuss: (00:00) Introduction (05:19) Navigating the Dotcom bust (10:00) The Entrepreneurial Mindset in Investing (16:29) Investing books misleading investors (21:30) Understanding Rule Breaker Investing (27:59) Building a Rule Breaker portfolio (28:36) The Habits of a Rule Breaker Investor (32:57) Portfolio ma…

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Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding 44:48

1d ago44:48

44:48

(0:00) Introducing Elon Musk, and reflecting on his DOGE experience (2:47) Optimus: Progress and potential, the “hands problem” (12:20) Tesla: AI5 chips, impact on FSD (16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update (26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, “Grokipedia” (31:29) Evolvin…

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Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win 40:14

25m ago40:14

40:14

(0:00) Introducing Palantir CEO Alex Karp (1:10) Understanding Palantir's fans and haters (8:40) Palantir’s work at the border, data collection and surveillance, built-in protections (20:02) Israel/Palestine (22:23) Is the West committing suicide? (30:54) Antisemitism (31:52) China’s strategy, dealing with cartels (36:46) Why modern Progressivism i…

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The iPhone Air 22:37

10m ago22:37

22:37

All the headlines from the iPhone event earlier today, including the new iPhone Air. The judge isn’t happy with Anthropic’s $1.5 B payday to authors. OpenAI isn’t happy with California and might leave. And despite what it’s said publicly, Google recently argued in court that the post-AI web is already dying. Links: Apple announces iPhone Air: the t…

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The New Era of the Stock Market with Nasdaq CEO Adena Friedman | All-In Summit 2025 28:21

1d ago28:21

28:21

(0:00) Introducing Adena Friedman (1:16) Nasdaq's business, expanding beyond a stock exchange (2:44) Big announcement! Nasdaq will offer tokenized securities, crypto going mainstream, the 24/5 trading schedule (7:21) How the IPO market can change to help companies go public faster (13:37) Evolution of markets: predictions, options, SPVs, secondarie…

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How to Save America: Mark Cuban and Tucker Carlson Debate | All-In Summit 2025 59:43

23h ago59:43

59:43

(0:00) Introducing Mark Cuban, sadness over Luka Doncic (2:38) America’s broken healthcare system (15:16) State of the two-party system (19:24) Introducing Tucker Carlson (20:01) The fine line between listening and pandering, is Mamdani the Trump of the Left? (24:27) How to make Americans believe in America again (34:12) AI job displacement (39:29)…