Podcast Intelligence
15 shows · 12 episodes · 27 signals extracted
All-In Podcast
E189: AI Infrastructure Wars, Defense Tech Boom, and the Future of Compute
Discussed $50B+ defense AI TAM by 2030
85%Mentioned hiring 500 engineers in next 12 months
72%Compared autonomous systems to Palantir's AIP
68%20VC with Harry Stebbings
Gavin Uberti: Building the Transformer Chip, Why ASICs Will Win
Mentioned 'significant capital to scale manufacturing'
78%Sohu chip shipping to early customers Q3 2026
91%Building out sales team for enterprise
82%Lex Fridman Podcast
#428 Karol Hausman: Robots That Learn Like Humans
New approach to cross-embodiment transfer learning
88%Positioning for commercial deployment in manufacturing
75%Invest Like The Best
Michael Truell — The Future of Programming with AI
Developer tools market at inflection — $100B+ opportunity
80%Moving beyond code editor into full dev platform
85%Discussed 'scaling to meet demand'
65%No Priors
Llion Jones: Attention Is All You Need, 7 Years Later
Evolutionary model merging showing emergent capabilities
92%Compared approach to OpenAI scaling strategies
70%My First Million
The AI Hardware Gold Rush
Identified 12 stealth AI hardware companies to watch
55%Compared Groq, Cerebras, Etched business models
72%Acquired
NVIDIA: The $3 Trillion Company
Detailed NVIDIA moat analysis and vulnerabilities
88%Custom silicon identified as biggest long-term threat
82%a16z Podcast
The Robot Moment: Why 2026 Is the Year of Humanoid Robots
Figure 02 entering BMW production lines Q4 2026
90%a16z hosting — likely portfolio company pre-raise PR
60%Dwarkesh Podcast
The Scaling Debate: Are We Hitting the Wall?
Hinted at new training paradigm beyond pure scaling
75%Safety as competitive advantage for enterprise
88%BG2Pod
IPO Market Returns: What's Really Ready to Go Public
IPO window opening for AI infra companies H2 2026
80%Late-stage companies should IPO before next rate cycle
72%Y Combinator Podcast
What We're Seeing in the W26 Batch
Vertical AI agents dominating — 40% of W26 batch
85%YC shifting focus to enterprise and defense
78%The Logan Bartlett Show
Andrew Feldman: Wafer-Scale Computing and AI Training
Discussed 'IPO readiness' and 'public market opportunity'
88%WSE-3 achieving 10x efficiency over H100 clusters
85%