Wall Street
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 27, 2025 by M.G. Siegler · said 111 times in 49 episodes since 2021 · across every show →
Mentions by year
brought up most by Alex Kantrowitz (48), M.G. Siegler (17), Ranjan Roy (5), Brian McCullough (5), Anthony Scaramucci (5), Reed Albergotti (4), Saagar Enjeti (3), Liz Hoffman (3)
tap a year for its mentions
2026 49 mentions in 19 episodes 3 per episode
- Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate
- Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI
- Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
- Tim Cook Steps Down. And Who is John Ternus? — With Joanna Stern
- OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
- The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
- Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- 11 more episodes that year, every mention in 2026 →
2025 38 mentions in 17 episodes 2 per episode
- AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
- Anthony Scaramucci: Elon Musk’s Trump Exit, Tim Cook’s Tariff Problem
- What Apple's Failures Say About AI's Limitations — With M.G. Siegler
- Are 95% of Businesses Really Getting No Return on AI Investment? — With Aaron Levie
- Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
- 2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft
- OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
- OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
- 9 more episodes that year, every mention in 2025 →
2024 12 mentions in 8 episodes 2 per episode
- Decoding the NVIDIA Trade - With Michael Batnick
- NVIDIA's Artifical Intelligence Moat & Origins — With Bryan Catanzaro
- Perplexity CEO Aravind Srinivas: How AI Challenges Google
- The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
- Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- Is OpenAI’s New “o1” Model The Big Step Forward We’ve Been Waiting For?
- Amazon's Longterm AI Vision — With AWS VP Matt Wood
- Is it Flexport + Shopify vs. Amazon? — With Ryan Petersen
- every mention in 2024, scene by scene →
2023 10 mentions in 4 episodes 3 per episode
- Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
- The Secrets Of Ray Dalio And His Dot Collector Transparency Software
- A Dozen Grueling Years At Amazon — With Kristi Coulter
- David Friedberg — How Technology Solves Our Climate Crisis
- every mention in 2023, scene by scene →
2021 2 mentions in 1 episode
Everything said about Wall Street, oldest first
Jan 27, 2025 bullish
Big Tech cannot cut AI CapEx due to catastrophic FOMO risk
“I think that it won't be so easy also for, as I noted, for all these companies to pull back spend because they've already committed to buying X number of H. 200 chips, and then soon enough, we'll get the next iteration, you know, announced down the road, and s…”
Feb 9, 2026 neutral