Sam Altman on Sora, Energy, and Building an A...

Voice is becoming one of the fastest paths for AI to do real work, especially in regulated environments where accuracy and compliance matter. In this episode, we look at voice agents replacing and augmenting phone-based workflows, what trust and measurement look like when AI runs ...  Show more

AI is becoming the orchestration layer inside the enterprise.In this episode of Big Ideas 2026, we explore the shift from isolated AI copilots to coordinated multi-agent systems that plan, analyze, and execute work across teams and tools. This is not a new feature, but a new way ...  Show more

My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. He is one of my favorite investors to talk to and this may be my favorite conversation with him. Gavin first started covering Nvidia as ...  Show more

Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized. Afte ...  Show more

In today's episode, Kyle Grieve chats with Jason Donville and Jesse Gamble about their investing philosophy, their emphasis on focusing on growth and value, their evolution from using ROE-focused metrics to the rule of 40 to identify great investing opportunities, how to use the ...  Show more

My podcast with the brilliant Marc Andreessen is out!

We discuss:

* how AI will revolutionize software

* whether NFTs are useless, & whether he should be funding flying cars instead

* a16z's bigge ...