Telltales
316 episodes — Page 1 of 7
Buy for the Data Centers, Get Space for Free
Oct 22, 202635 min
Weekend Update - W2642
Oct 18, 20268 min
Data Centers Earn, Washington Doesn't
Oct 14, 202631 min
Weekend Update - W2641
Oct 11, 20266 min
$1 a User vs. 15%
Oct 7, 202632 min
Weekend Update - W2640
Oct 4, 20268 min
Three Times GDP
Sep 30, 202633 min
Weekend Update - W2639
Sep 27, 202611 min
The Radiologists Are Still Here
Sep 23, 202633 min
Weekend Update - W2638
Sep 20, 202612 min
AI Is an Engineering Problem, Not an Extinction Event
Sep 16, 202635 min
Weekend Update - W2637
Sep 14, 202612 min
$500,000 vs. $50,000: Montana's Cancer Treatment Loophole
Sep 9, 202632 min
Weekend Update - W2636
Sep 6, 202612 min
Moderna Only Owns Half of Its Own Cancer Vaccine
Sep 2, 202630 min
Weekend Update - W2635
Aug 30, 202614 min
"I Don't See How An Investor Can Not Own SpaceX"
Aug 26, 202631 min
Weekend Update - W2634
Aug 23, 202613 min
This Time, the Hare Beat the Tortoise
Aug 19, 202633 min
Weekend Update - W2633
Aug 16, 202613 min
Sold Out Through 2028
Aug 14, 202631 min
Weekend Update - W2632
Aug 10, 202614 min
900 Gigawatts, 90 Gigawatts of Grid
Aug 5, 202628 min
Weekend Update - W2631
Aug 2, 202613 min
Open Weights vs Closed Labs
Jul 29, 202630 min
Weekend Update - W2630
Jul 27, 202614 min
Where the Value's Hiding in an Expensive Market
Jul 22, 202635 min
Weekend Update - W2629
Jul 19, 202612 min
Value Hiding in Plain Sight
Jul 15, 202627 min
Weekend Update - W2628
Jul 12, 202613 min
The Midyear Predictions Scorecard
Jul 8, 202631 min
Weekend Update - W2627
Jul 5, 202613 min
Regulatory Capture Comes for the Labs
Jul 1, 202631 min
Weekend Update - W2626
Jun 28, 202612 min
Who Owns Your Data Now
Jun 25, 202633 min
Weekend Update - W2625
Jun 21, 202612 min
The End of the Subsidized-Token Era
Jun 20, 202635 min
The One Week We Were All in the Same Room
Jun 19, 20260 min
Weekend Update - W2624
Jun 15, 202611 min
Data Centers in Space: How SpaceX Justifies $2 Trillion
Jun 10, 202627 min
Weekend Update - W2623
Jun 6, 202612 min
The Greatest Insurance Business Ever Built, and Why It's Bankrupting Us
Jun 3, 202636 min
Weekend Update - W2622
May 30, 20269 min
How Do You Get to $2 Trillion?
May 27, 202633 min
Weekend Update - W2621
May 23, 202612 min
Google's Real AI Risk Isn't Just ChatGPT
May 20, 202632 min
Weekend Update - W2620
May 16, 202611 min
"Senator, We Run Ads": Inside Meta's AI Cash Machine
May 13, 202635 min
Weekend Update - W2619
May 11, 202614 min
Hyperscaler Stack Decoded (e2619)
May 6, 202634 min