Exponential Learning

Alex and Jordan distill 15 recent LightShed Partners episodes into one listen: SpaceX vs telcos, the Skydance-Paramount saga, Meta's AI comeback, and frontier AI economics.

Alex and Jordan recap the week in markets: record highs, the bond rout, the OpenAI scare, top movers, Bitcoin, gold, and what next week's CPI and bank earnings mean.

Alex and Jordan distill Brad Gerstner's sharpest recent investment thinking on AI infrastructure, tech stocks, and where the value accrues — from the capex supercycle to CoreWeave, Nvidia, and the revenue tripwires he's watching.

Alex and Jordan break down Jordi Visser's Oct 11 Sunday video: his bubble checklist, the agent-demand thesis, and what he's watching this week.

Alex and Jordan distill Gavin Baker's sharpest recent commentary on AI and investing — from Invest Like the Best, the a16z podcast, CNBC, and his own writing. Hosted by Eric.

Alex and Jordan distill the key ideas from David Senra's 12 most recent Founders episodes — from the Merchant Bankers to Ari Emanuel — into one listen. Hosted by Eric.

Alex and Jordan break down Jeremy Stern's sweeping Colossus profile of Mark Zuckerberg: the Augustus obsession, the dictator's dilemma, and Meta's AI endgame. Hosted by Eric.