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Entities

Every company, fund, product and idea the show has opinions about. Each one is a page of sources. 1,906 entities on the record; click a column header to sort the page.

All companiesfundspeopleproductstopicsorganizationsplaces

Subsidiaries and products sit under their parent, Sony Music under Sony, and count in its family. List every entity

EntityKindStatementsMentionsEpisodesFamily
OpenAI company 200 564 40 +9
NVIDIA company 142 476 26 +18
Microsoft company 96 330 20 +15
Google company 90 490 32 +17
Bill Gurley speaker → person 64 5 28
Brad Gerstner speaker → person 54 1 28
Meta company 54 248 26
Jensen Huang speaker → person 51 150 10
AI topic 50 0 25
ChatGPT product 48 282 20 +6
Altimeter Capital fund 35 46 21
Tesla company 31 143 11 +6
Anthropic company 29 111 16
Satya Nadella speaker → person 26 73 6
Apple company 24 132 12 +4
Sam Altman speaker → person 24 132 12
Amazon company 23 156 13 +6
xAI company 21 64 7 +1
Elon Musk speaker → person 20 225 14
Azure product 17 0 6 +4
DeepSeek company 16 90 6 +1
Tariffs topic 16 0 9
Databricks company 15 34 6
GPU topic 14 0 11
Venture Capital topic 14 0 11
AI Model topic 13 0 9
SpaceX company 13 51 3 +1
ByteDance company 11 39 8
CoreWeave company 11 52 9
Hyperscaler topic 11 0 9
Dell Technologies company 10 32 2
AI Agent topic 9 0 7
AMD company 9 32 3
Aaron Levie speaker → person 9 8 1
Department Of Government Efficiency topic 9 41 6
Donald Trump speaker → person 9 220 7
Huawei company 9 48 7
Perplexity company 9 41 4
Data Center topic 9 0 5
Inference topic 9 0 5
LLMs topic 8 0 5
Stargate product 8 11 1
Uber company 8 58 5 +1
Compute topic 8 0 4
Large Language Model topic 8 0 6
Market topic 8 0 6
Open Source topic 8 0 6
Ali Ghodsi speaker → person 7 1 1
CapEx topic 7 0 6
Full Self Driving product 7 1 4 +1
GPT 4 product 7 33 6 +1
Gemini product 7 43 7 +2
Nick Turley speaker → person 7 1 1
Oracle company 7 46 7 +2
Waymo company 7 44 5
Software topic 7 0 6
Arvind Jain speaker → person 6 1 1
Blackwell product 6 10 3
CUDA product 6 34 3
Inflection AI company 6 23 4
Mark Zuckerberg person 6 117 5
TPU product 6 0 2
Artificial General Intelligence topic 6 0 5
Public Companies topic 6 0 3
Switching Costs topic 6 0 6
AI Industry topic 5 0 5
AI Startup topic 5 0 5
BYD company 5 20 4
Big Tech topic 5 0 4
Broadcom company 5 28 2
Coatue Management fund 5 21 2
Dylan Patel speaker → person 5 15 1
Glean company 5 29 2
Grok product 5 22 4 +5
Groq company 5 24 3
High Bandwidth Memory topic 5 0 3
Hopper Architecture product 5 2 3
Michael Dell speaker → person 5 12 2
Reasoning Models topic 5 0 3
US Economy topic 5 0 5
Wiz company 5 15 2
Enterprise AI topic 5 0 4
Frontier Models topic 5 0 4
Public Markets topic 5 0 4
Alibaba company 4 16 2
Box company 4 14 1
Claude product 4 14 4 +2
IPO topic 4 0 4
Instagram product 4 18 4 +1
Llama product 4 39 4 +8
Mag Seven topic 4 0 3
Magnificent Seven topic 4 11 4
Meta AI product 4 12 3
NASDAQ company 4 35 4
Philippe Laffont speaker → person 4 8 2
Salesforce company 4 21 4
Sherwin Wu speaker → person 4 0 1
TSMC company 4 31 4
TikTok product 4 43 3 +1
Wall Street topic 4 31 3
Accelerated Computing topic 4 0 3
Agent topic 4 0 3
Coding topic 4 0 4
Nuclear Energy topic 4 0 2
Stablecoins topic 4 0 3
Stock Based Compensation topic 4 0 1
Unicorn topic 4 0 4
AI Data Centers topic 3 0 2
AI Labs topic 3 0 3
AI Regulation topic 3 0 2
AI Researcher topic 3 0 3
Android product 3 27 3
Baidu company 3 6 2
Character.AI company 3 16 1
Cisco company 3 15 2
Codex product 3 12 2 +1
Copilot product 3 0 2
Cruise company 3 9 1
Crypto topic 3 0 3
Cursor product 3 20 1
Electric Vehicles topic 3 0 2
GPT 5 product 3 33 2 +1
GPT V product 3 0 2 +1
Gavin Newsom speaker → person 3 11 3
H Twenties product 3 0 1
Intel company 3 28 3
Jensen person 3 0 3
Kevin Weil speaker → person 3 5 1
Kubernetes product 3 11 3
Linux product 3 19 3
Manus AI company 3 8 1
Moore's Law topic 3 0 2
Morgan Stanley company 3 18 2
Netflix company 3 14 2
Philippe Lafon person 3 0 1
Robotaxi topic 3 0 2
Snowflake company 3 7 3 +1
T Mobile company 3 12 2
Xiaomi company 3 10 2
Enterprise topic 3 0 3
Export Controls topic 3 0 3
Founders topic 3 0 2
Government topic 3 0 3
Nuclear Power topic 3 0 1
Nuclear Power Plant topic 3 0 3
Open Source AI topic 3 0 3
Open Source Models topic 3 0 3
Power topic 3 0 3
Private Companies topic 3 0 3
Rare Earths topic 3 0 1
Synthetic Data topic 3 0 1
Technology topic 3 0 3
Zombiecorns topic 3 0 1
AI CapEx topic 2 0 2
AI Applications topic 2 0 2
AI Inference topic 2 0 2
AI Infrastructure topic 2 0 2
AI Memory topic 2 0 2
AI Servers topic 2 0 2
ASML company 2 4 2
Airbnb company 2 9 2
American AI topic 2 0 2
Andreessen Horowitz fund 2 7 2
Arm company 2 23 2
Benchmark fund 2 17 2
CIO topic 2 0 2
Cerebras Systems company 2 16 2
Chinese topic 2 0 2
Chinese Open Source Models topic 2 0 1
Cognition AI company 2 5 2
Corporations topic 2 0 2
Dario Amodei person 2 11 2
DoorDash company 2 7 2
Free Cash Flow topic 2 0 1
GB200 product 2 0 2 +1
GENIUS Act topic 2 5 2
Glass Lewis company 2 7 1
Goldman Sachs company 2 19 2
H 1B Visa topic 2 3 2
Howard Lutnick person 2 13 2
Hugging Face company 2 10 2
Instacart company 2 11 1
Jamin Ball speaker → person 2 6 2
Joe Grundfest person 2 0 1
Lacework company 2 5 2
Larry Ellison person 2 20 1
Mistral AI company 2 16 2
NeoCloud topic 2 0 1
Olivier Godman speaker → person 2 0 1
PIX product 2 9 2
Peter Navarro person 2 16 1
President Trump person 2 0 2
Qwen product 2 6 2
RSU topic 2 0 1
Reinforcement Fine Tuning topic 2 0 1
Revenue topic 2 0 2
Robotic Process Automation topic 2 0 1
SK Hynix company 2 13 2
SaaS topic 2 0 2
SaaS Applications topic 2 0 2
SemiAnalysis company 2 8 1
Small Modular Reactors topic 2 0 1
SoFi company 2 2 2
SoftBank Group fund 2 19 2
Starlink product 2 23 1
Starship product 2 7 1
Stripe company 2 18 2
Sunny Madra speaker → person 2 0 1
Trump person 2 0 2
Twitter company 2 8 2
U.S. Treasuries product 2 0 2
U.S. Federal Budget topic 2 0 2
US GDP topic 2 0 2
UiPath company 2 7 1
Visa company 2 6 2
WhatsApp product 2 17 2
Windows product 2 1 1 +3
Xbox product 2 3 2
Board topic 2 0 1
Cashflow topic 2 0 1
Coding Agent topic 2 0 2
Compute Infrastructure topic 2 0 2
Enterprise CIOs topic 2 0 2
Federal Budget topic 2 0 2
Free Trade topic 2 0 1
Frontier AI Models topic 2 0 2
Global GDP topic 2 0 2
Growth topic 2 0 2
Imitation Learning topic 2 0 1
Inflation topic 2 0 2
Intelligence topic 2 0 1
Interest Rates topic 2 0 2
Internet topic 2 1 2
Knowledge Work topic 2 0 1
Machine Learning topic 2 0 2
Macro topic 2 0 2
Manufacturing topic 2 0 2
Nonprofit topic 2 0 1
Pre Training topic 2 0 2
Private Company topic 2 0 2
Product Manager topic 2 0 1
Public Market Investor topic 2 0 2
Rate Cuts topic 2 0 2
Reconciliation Bill topic 2 0 2
Reinforcement Learning topic 2 0 2
Renewable Projects topic 2 0 2
Secondary Market topic 2 0 2
Semiconductor Fab topic 2 0 2
Shareholders topic 2 0 2
Software Companies topic 2 0 2
Software Industry topic 2 0 1
Spent Nuclear Fuel topic 2 0 1
Startup topic 2 0 2
Stock Options topic 2 0 1
Tech Companies topic 2 0 2
10 Year Treasury Yield topic 1 0 1
20% Price Increase topic 1 0 1
2017 Tax Cuts topic 1 0 1
2021 Cohort topic 1 0 1
AI Action Plan topic 1 0 1
AI Assistant topic 1 0 1
AI Automation topic 1 0 1
AI Bottlenecks topic 1 0 1
AI Chat Agents topic 1 0 1
AI Chatbot Companions topic 1 0 1
AI Chips topic 1 0 1
AI Coding Tools topic 1 0 1
AI Companies topic 1 0 1
AI Compute CapEx topic 1 0 1
AI Compute Infrastructure topic 1 0 1
AI Compute Market topic 1 0 1
AI Compute Power Demand topic 1 0 1
AI Compute Spending topic 1 0 1
AI Factories topic 1 0 1
AI Funding topic 1 0 1
AI Inference Demand topic 1 0 1
AI Infrastructure Market topic 1 0 1
AI Intelligence Layer topic 1 0 1
AI Partner topic 1 0 1
AI Power topic 1 0 1
AI Product Builders topic 1 0 1
AI Products topic 1 0 1
AI Projects topic 1 0 1
AI Research topic 1 0 1
AI Scaling topic 1 0 1
AI Scaling Laws topic 1 0 1
AI Sector topic 1 0 1
AI Semis topic 1 0 1
AI Subscriptions topic 1 0 1
AI Supercomputers topic 1 0 1
AI Token Consumption topic 1 0 1
AI Tooling topic 1 0 1
AI Training topic 1 0 1
AI War topic 1 0 1
AI Wave topic 1 0 1
AI Winter topic 1 0 1
ARGT fund 1 0 1
ASICs topic 1 0 1
AWS Cloud product 1 0 1
Abraham Accords topic 1 1 1
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