AI is a money pit — here’s why investors don’...

Today, I’m joined by Joey Brookhart, an analyst at the chip and AI research firm SemiAnalysis, to help me dig into the story inside the massive Anthropic IPO filing. This isn’t just about a single company’s financials, or its lofty ambitions or frankly ludicrous risk factors, whi ...  Show more

My guest today is Kevin Roose, a journalist and author of the new book The AGI Chronicles. Kevin was a longtime New York Times reporter and host of the popular podcast Hard Fork, but he and friend of the show Casey Newton just left The Times to start the all-new tech podcast Mach ...  Show more

AI isn’t just transforming tech, it’s reshaping the entire investing playbook. In this episode of Stocks in Translation, Hennion & Walsh Chief Investment Officer Kevin Mahn joins host Allie Canal and Senior Reporter Brooke DiPalma to discuss the AI ecosystem and how artificial in ...  Show more

Silicon Valley needs a new thing and AI is that new thing: investors are supposed to pour 43 billion dollars into AI this year. But will individual startups cash in on the boom, or will the real winners of AI be the same handful of big, established companies? Featuring: Renate Ny ...  Show more

Is generative AI over-valued? At the heart of the generative AI boom has been the premise that a ‘killer app’ for AI will make investors a return on their capital. But it’s unclear how those use cases will actually make money for businesses that deploy them. Plus - is the problem ...  Show more