In this episode, we discuss Codeium, an AI coding startup that is eyeing a $3B valuation just months after its last funding round. We also talk about how Apple’s iPhone 16e is shifting toward on-device AI processing and Microsoft’s Majorana 1 quantum chip breakthrough, which could fast-track fault-tolerant quantum computing. 

Plus, our Chart of the Week reveals ChatGPT’s milestone of reaching 400 million weekly active users, and we reminisce on its historical scaling to the first 100 million users.

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This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.