TECH001: AI for Activists w/ Justin Moon and ...

Shawn O’Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In that time, Uber’s operating profits have roughly doubled, free cash flow has climbed to about $10 billion a ye ...  Show more

In today’s episode, Kyle Grieve and Shawn O’Malley break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most profitable businesses in ad tech. They walk through how the company makes money on both sides of the ad excha ...  Show more

AI strategist and former IDEO partner Justin Massa joins host Mina Seetharaman to help leaders cut through the hype and focus on where artificial intelligence can create the most value. He shares practical frameworks for identifying strategic opportunities, balancing automation w ...  Show more

In this podcast episode, Jamie and Jaeden discuss Sam Altman's announcement about a new AI model capable of creative writing. They explore the implications of this technology for side hustles and business growth, the quality of AI-generated content, and the future of AI in creati ...  Show more

Join Mike and Paul as they navigate through a week in tech that's too big for just one episode. They unpack Project Stargate, OpenAI's Operators program, and explore SmarterX's ambitious push to democratize AI education. Plus, Trump’s actions on AI in his first week in office, Pe ...  Show more

The AI Revolution is here. In this episode, you’ll learn what the most important themes that some of the world’s most prominent AI builders – from OpenAI, Anthropic, CharacterAI, Roblox, and more – are paying attention to. You’ll hear about the economics of AI, broad vs specia ...