Invest Like the Best with Patrick O'Shaughnessy

Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]

one where AI agents run in the background for hours or days at a time rather than answering a human in real time. In that world, latency matters less and cost matters more, and Neil has built the whole company around driving the cost of a token as low as it can possibly go.

Diet TBPN

AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN

Search volumes are declining as legacy searches being increasingly cannibalized by non-monetized LLM queries. Google's response: manufacture revenue growth via short-sighted, highly extractive customer hostile tactics, i.e. charge advertisers more for lower quality clicks, including clicks they do not want and explicitly do not approve Google to charge them for.

Compound Interest

Mark Cuban's Dallas Mavericks Sale Regrets

Media rights fees are no longer built on ratings. They're built on subscriptions. And subscriptions are based off of churn, retention, and new subscriptions.

The a16z Show

John and Patrick Collison on Stripe's Growth, Agent Commerce, and the Future of Software

the economics of software are shifting from mass-produced products to bespoke, on-demand systems cooked fresh at the moment of use

Decoder with Nilay Patel

Can Puck’s CEO reinvent the news business for the influencer age?

The creator and influencer economy works very differently than journalism does. If you take a high-level look at the business of most creators, they all kind of look like little ad agencies, doing brand deals and negotiating rates in a way that has always felt incompatible with journalism, at least to me.

Decoder with Nilay Patel

Can Puck’s CEO reinvent the news business for the influencer age?

It's a place where the financial incentives of the influencer economy crash right into the rigors of traditional journalism — and as regular Decoder listeners know, I have a lot of questions about how those two things work (or don't) in the modern media landscape.

Prof G Conversations

NYT CEO: 'We're Not Pulling Our Punches” | Prof G Conversations

High-quality independent journalism is a hard business. Doing the kind of work I just described is hard work, particularly the journalism part of it.

TBPN

FULL INTERVIEW: Uber Founder Travis Kalanick is Back with a New AI Startup

If you do, you do to the kitchen what Uber did to the car. So I've been doing that since 2018.