Source Timeline

Coreweave: Why I have been buying shares into weakness

Source: Coreweave: Why I have been buying shares into weakness, Steven Fiorillo, June 13, 2026.

Should You Invest In SpaceX IPO, Elon Musk, Bitcoin or AI?

Source: Should You Invest In SpaceX IPO, Elon Musk, Bitcoin or AI?, Anthony Pompliano (The Pomp Podcast), June 13, 2026.

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang

Source: The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang, Bg2 Pod (Brad Gerstner), June 11, 2026.

The AI Supercycle with Jordi Visser | Raoul Pal the Journey Man

Source: The AI Supercycle with Jordi Visser | Raoul Pal the Journey Man, Raoul Pal The Journey Man, June 11, 2026 (recorded June 4, 2026).

NVIDIA's Jensen Huang on Building the Dynamo of the Intelligence Age

Source: NVIDIA's Jensen Huang on Building the Dynamo of the Intelligence Age, Sequoia Capital (Konstantine Buhler), June 10, 2026 (recorded May 2026).

How To Make Millions Investing In AI Stocks | Dan Ives

Source: How To Make Millions Investing In AI Stocks | Dan Ives, From The Desk Of Anthony Pompliano, May 23, 2026.

Watts, Wafers, and the Future of AI Infra

Source: Watts, Wafers, and the Future of AI Infra, Invest Like The Best (Patrick O'Shaughnessy), May 20, 2026.

Bubbles, Parabolas and Speed Crashes: The End of Human Market Structure

Source: Bubbles, Parabolas and Speed Crashes: The End of Human Market Structure, Jordi Visser (YouTube), May 2026.

Stanford AI Club: Chamath on How to Win in the AI Era

Source: Stanford AI Club: Chamath on How to Win in the AI Era, Stanford AI Club, May 2026.

Ep. 011 - GPT 5.5 vs Claude 4.7: OpenAI's Comeback From the Brink (Tokenomics)

Source: Ep. 011 — GPT 5.5 vs Claude 4.7: OpenAI's Comeback From the Brink, SemiAnalysis Weekly (Jordan Nanos, Dylan Patel, Doug O'Laughlin, Max Kan), May 5, 20…

Leading in the Age of AI: A Conversation with NVIDIA CEO Jensen Huang | Global Conference 2026

Source: Leading in the Age of AI: A Conversation with NVIDIA CEO Jensen Huang \| Global Conference 2026, Milken Institute (Becky Quick, CNBC), May 4, 2026.

Your Capex Is My Opportunity: The AI Capex Cycle Has Replaced the Old Economy Business Cycle

Source: Your Capex Is My Opportunity: The AI Capex Cycle Has Replaced the Old Economy Business Cycle, 22V Research / Jordi Visser, May 3, 2026.

Amazon Q1 2026 Earnings Call

Sources: Q1 2026 Earnings Release and Earnings Call Transcript, April 29, 2026.

Demis Hassabis: Agents, AGI & The Next Big Scientific Breakthrough

Source: Demis Hassabis: Agents, AGI & The Next Big Scientific Breakthrough, Y Combinator — How to Build the Future (Garry Tan), April 29, 2026.

Andrej Karpathy: From Vibe Coding to Agentic Engineering

Source: Andrej Karpathy: From Vibe Coding to Agentic Engineering, Sequoia Capital / Stephanie Zhan, April 29, 2026.

Qualcomm Q2 FY2026 Earnings Call

Source: Qualcomm Q2 FY2026 Earnings Call, Cristiano Amon & Akash Palkhiwala, April 29, 2026.

How GPT, Claude, and Gemini are actually trained and served – Reiner Pope

Source: How GPT, Claude, and Gemini are actually trained and served – Reiner Pope, Dwarkesh Patel, April 29, 2026.

AI Is Destroying Every Moat Except Bitcoin | Jordi Visser

Source: AI Is Destroying Every Moat Except Bitcoin | Jordi Visser, Bankless, April 27, 2026.

The Supply and Demand of AI Tokens | Dylan Patel Interview

Source: The Supply and Demand of AI Tokens | Dylan Patel Interview, Invest Like The Best (Patrick O'Shaughnessy), April 23, 2026.

Jensen Huang – Will Nvidia's Moat Persist?

Source: Jensen Huang – Will Nvidia's Moat Persist?, Dwarkesh Patel, April 15, 2026.

Deep dive on the 3 big bottlenecks to scaling AI compute

Source: Dwarkesh Podcast — "Deep dive on the 3 big bottlenecks to scaling AI compute", Dylan Patel / SemiAnalysis, March 13, 2026.

Ep. 004 - The Impact of AI Datacenters On Consumer Power Costs (Datacenter, Energy)

Source: Ep. 004 — The Impact of AI Datacenters On Consumer Power Costs, SemiAnalysis Weekly (Jordan Nanos, Doug O'Laughlin, Jeremie Eliahou Ontiveros), March 5…

Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis

Source: Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis, Latent Space (Swyx), February 24, 2026.

Dario Amodei — We are near the end of the exponential

Source: Dario Amodei — "We are near the end of the exponential", Dwarkesh Patel, February 13, 2026.

In 36 months, the cheapest place to put AI will be space

Source: Dwarkesh Podcast — "In 36 months, the cheapest place to put AI will be space", Elon Musk with John Collison, February 5, 2026.

In 36 months, the cheapest place to put AI will be space

Source: Dwarkesh Podcast — "In 36 months, the cheapest place to put AI will be space", Elon Musk with John Collison, February 5, 2026.

Meta Beats. Microsoft Misses. Why Amazon Matters Most

Source: Meta Beats. Microsoft Misses. Why Amazon Matters Most, Dumb Money Live, published January 30, 2026.

NVIDIA: OpenAI, Future of Compute, and the American Dream

Source: NVIDIA: OpenAI, Future of Compute, and the American Dream, BG2 Pod w/ Bill Gurley & Brad Gerstner, September 26, 2025.