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As a percentage of US GDP, AI datacenter capex is already larger than peak telecom spending during the dot-com era and is approaching the railroad spending boom (Paul Kedrosky)

Featured Podcasts


Lenny’s Podcast:


Brian Chesky’s secret mentor who died 9 times, started the Burning Man board, and built the world’s first midlife wisdom school | Chip Conley (founder of MEA)

Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.


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Big Technology Podcast:


Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?

The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.


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Tech Brew Ride Home:


Tech IPO’s Are Back On The Menu, Boys…

Tech news headlines every day. 15 minutes and you’re up to date. From Tech Brew, Morning Brew’s tech hub.


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Hard Fork:


Age-Gating the Internet + Cloudflare Takes On A.I. Scrapers + HatGPT

The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.


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The Talk Show With John Gruber:


‘Michigan-Starred Fine Dining’, With Louie Mantia

The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.


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BG2 Pod:


China Open-Source, Compute Arms Race, Reordering Global Trade

Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner and Bill Gurley.


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