The Hidden Industry Powering Every AI Company

Get Matt's AI playbook: https://clickhubspot.com/kfcr Episode 102: Is NVIDIA really the “sun” at the center of the AI universe? Host Matt Wolfe ( https://x.com/mreflow) and Joe Fier ( https://www.youtube.com/@joefier) break down everything you need to know from NVIDIA’s recent GTC ...  Show more

Get Matt's favorite AI tools: https://clickhubspot.com/hfnb Episode 101: Are AI social media agents replacing real creators on platforms like Meta? Matt Wolfe ( https://x.com/mreflow) and Joe Fier ( https://www.youtube.com/@joefier) dive deep into this week’s major AI releases and ...  Show more

AI investment is massive, but AI profits are not — and yet investors seem confident massive AI fundraising will one day translate into sizable AI profits. To break it down, Verge Deputy Editor Alex Heath guest hosts this episode of Decoder featuring Menlo Ventures partner Tim Tul ...  Show more

My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundr ...  Show more

In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framew ...  Show more

Wall Street just delivered one of the strongest signals yet that the AI boom is real and accelerating. Oracle revealed a record-breaking $300B cloud deal with OpenAI, sending its stock soaring and reshaping the narrative around AI infrastructure. In today’s episode, we break down ...  Show more