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$SPCX
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$NVDA
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$MSFT
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$GOOGL
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$ANTHROPIC
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$TSLA
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$CRWV
···
·
$NBIS
···
·
$HIMS
···
·
$TSM
···
·
$ASML
···
·
$FIGURE
·
$LYFT
···
·
$UBER
···
·
$SNOW
···
·
$META
···
·
$ELEVENLABS
·
$CURSOR
·
$COGNITION
·
$OPENAI
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$AAPL
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$RKLB
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← newsroom
podcast
Joe Lonsdale
host · unknown
episodes
20
mentions
107
tickers
60
net sentiment
78%
tickers discussed · 60
$PLTR
×10
$COGNITION
×6
$SPCX
×6
$ANDURIL
×5
$ANTHROPIC
×4
$JOBY
×4
$GOOGL
×4
$OPENAI
×3
$NVDA
×3
$OUTSET
×3
$BLEND
×3
$JPM
×2
+ 48 more
▾
▴
$BOX
×2
$EPIRUS
×2
$CAMBIUM
×2
$BA
×2
$MU
×2
$SARONIC
×2
$ABNB
$KIMI
$GALVION
$MANDIA-CYBER
$ADAPAR
$CRUSOE
$PANTHALASA
$GENERAL-MATTER
$FOUNDERS-FUND
$RADIANT
$OVERLOOK-CAPITAL
$SYNTHEGO
$HADRIAN
$STANDARD-METRICS
$AMERICAN-OPERATOR
$BLDE
$TM
$ACHR
$CAE
$SCALE-AI
$WINDSURF
$BETR
$POLYMARKET
$ANTI-FUND
$W-DEODORANT
$SESH
$RKLB
$FOUR
$BLUE-ORIGIN
$WITH-COVERAGE
$OPEN
$AUGMENT
$GLIMPSE
$ARMAGEDDON
$FIELD-GUIDE
$QUALIA
$TSLA
$CRWD
$AMZN
$ARMEN
$MSFT
$GALLATIN
guests & speakers · 19
aaron levy
joe lonsdale
emil michael
kevin mandia
jared isaacman
joe ben bevirt
scott
jack
jack moskovich
neema ghamghami sorat
scott nolan
eric scott
shyam sankar
john melissinos keryazo
scott wu
jake paul
jeff woo
jd ross
alex
episodes · 20
Why AI Creators Keep Panicking (They're Wrong)
8 insights
2026-07-30 ·
Levy: Box positioned as AI data layer for enterprise unstructured content
America’s $700 Billion Defense Tech Rebuild
7 insights
2026-07-24 ·
Epirus high-power microwave systems critical for drone defense at scale
How Trump is Upgrading America
3 insights
2026-07-19 ·
Lonsdale deploys Palantir to root out SBA fraud with AI ontology
Why AI is Bigger Than the Industrial Revolution
7 insights
2026-07-09 ·
Joby Aviation developing hydrogen-electric VTOL with 6x energy advantage for defense and…
How AI Agents Are Transforming This $140 Billion Industry
2 insights
2026-07-02 ·
Outset achieves 8x revenue growth with zero regrettable churn, beating top labs for talent
How AI Agents Are Creating an Infinitely Scalable Workforce
4 insights
2026-06-18 ·
Blend's Autopilot AI agent cuts mortgage closing from 29 to 21 days in first deployment
SpaceX’s Secret, Nuclear's Rebirth, and the AI Power Crisis
6 insights
2026-06-05 ·
Scott Nolan building US uranium enrichment to unlock nuclear scaling
AI Investing Strategy for 2026
2 insights
2026-05-22 ·
New VC fund targets 25-30% IRR by concentrating in overlooked 50-150% growers below top 50
Palantir CTO: We Need More Heretics
5 insights
2026-05-08 ·
Palantir CTO: Culture of heretics and outcome-focused FDE model drives durable competitiv…
How AI Agents are Changing Investing
1 insight
2026-04-17 ·
Standard Metrics builds network effects and data moats to defend against SaaS apocalypse
How to Turn $15K Into $1M in 2026
2 insights
2026-04-09 ·
Lonsdale backs American Operator to capture $10T small business succession wave
How 200mph Flying Taxis Will End Traffic Jams
8 insights
2026-04-03 ·
Joby achieves FAA conforming aircraft milestone, targets commercial rides by year-end
How AI Agents Are Creating 12X Productivity Gains
6 insights
2026-03-27 ·
Cognition's Devin delivers 6-12x productivity gains in enterprise code modernization
Jake Paul on Endorsing Trump & the AI Economy
8 insights
2026-03-19 ·
Jake Paul's Better hits 1M+ paying users by fixing broken UX and content in sports betting
Exposing a Billion Dollar Fraud Scandal (Using Palantir)
1 insight
2026-03-13 ·
Palantir deployed at SBA to root out billions in fraud using AI ontology
Why this Billionaire Just Took Over NASA
7 insights
2026-03-03 ·
Isaacman's Shift4 Payments processes $200B+ annually as $10B EV public company
How to Use AI in 2026: Opendoor Founder's Advice
3 insights
2026-02-27 ·
AI-native insurance brokerage replacing traditional brokers, targeting $200-400B fee pool…
Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS
14 insights
2026-02-17 ·
Cognition's Devin AI engineer captures enterprise code gen market with 3 up-rounds in 2024
AI Expert: Agents Will Take Over Everything
5 insights
2026-02-04 ·
Mandia building AI-native hyper attack platform for autonomous cyber defense
Pentagon Chief: 6 Weapons That Will Prevent WW3
8 insights
2026-01-09 ·
Palantir building next-gen command and control systems for Pentagon
Load more · 7 remaining