Anthropic's Mythos AI is already running inside JPMorgan and Goldman Sachs before federal regulators have written a single rule to govern it. A DHS assessment projects AI-augmented cyberattacks on financial institutions could surge 300% within 18 months — yet cybersecurity stocks are selling off on the news. After this episode, you'll understand why the Fed-Treasury meeting with top bank CEOs may be less a regulatory intervention and more a paper trail, and what the real winners and losers are as Mythos embeds itself into the backbone of the U.S. financial system.

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LINKS & RESOURCES

▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20

Books on AI, investing, and the future of money

▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20

Gear to level up your audio setup

(Some links above are affiliate links. We may earn a small commission at no cost to you.)

This episode was produced using AI-generated voices and scripting.

Perplexity AI hit $500 million in annual recurring revenue, but the real question is whether AI search can survive once Google stops pulling its punches. Less than 1% of Perplexity's citations result in a click-through to the original source, making publishers the first true casualties of the AI search wars — not Google. After listening, you'll understand the business model trap closing around Perplexity, who is actually being disrupted right now, and why the $500M milestone may have painted a target on their back.

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LINKS & RESOURCES

▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20

Books on AI, investing, and the future of money

▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20

Gear to level up your audio setup

(Some links above are affiliate links. We may earn a small commission at no cost to you.)

This episode was produced using AI-generated voices and scripting.

OpenAI's $300 billion valuation finally has a real competitor benchmark — and the comparison is brutal. Anthropic is reportedly approaching $2 billion in annualized revenue and growing triple digits year-over-year, yet trades at a fraction of OpenAI's revenue multiple. After this episode, you'll know exactly how to stress-test AI unicorn valuations using comparable analysis, and why the data flywheel argument may be the most dangerous myth in tech investing right now.

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LINKS & RESOURCES

▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20

Books on AI, investing, and the future of money

▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20

Gear to level up your audio setup

(Some links above are affiliate links. We may earn a small commission at no cost to you.)

This episode was produced using AI-generated voices and scripting.

Perplexity AI has hit $500 million in annual recurring revenue, but the queries it dominates are ones Google was never effectively monetizing in the first place. The real existential threat to Google's search ad business may actually be Google's own AI features cannibalizing its click-through revenue. After listening, you'll be able to cut through the disruption narrative and understand the unit economics, competitive moats, and acquisition scenarios that will actually determine who wins AI-native search.

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LINKS & RESOURCES

▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20

Books on AI, investing, and the future of money

▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20

Gear to level up your audio setup

(Some links above are affiliate links. We may earn a small commission at no cost to you.)

This episode was produced using AI-generated voices and scripting.

Microsoft Copilot has publicly confirmed it hit its internal sales targets — a first for any major enterprise AI product. The surprise isn't that the product is transformative; it's that enterprise buyers may not need it to be, because stickiness beats satisfaction in software procurement. After listening, you'll understand why the real AI battle isn't being fought in R&D labs but in CFO budget cycles — and what that means for Microsoft's competitors, the startup landscape, and the future of AI pricing.

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LINKS & RESOURCES

▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20

Books on AI, investing, and the future of money

▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20

Gear to level up your audio setup

(Some links above are affiliate links. We may earn a small commission at no cost to you.)

This episode was produced using AI-generated voices and scripting.

Anthropic's multi-hundred-billion-dollar TPU deal with Google raises urgent questions about who really controls the future of AI development. Despite $30 billion in annualized revenue, the structural dependency this deal creates may give Google implicit veto power over Anthropic's research and safety decisions. After listening, you'll know exactly why compute ownership — not revenue, not benchmarks — is the only metric that reveals where power actually sits in the AI industry.

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LINKS & RESOURCES

▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20

Books on AI, investing, and the future of money

▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20

Gear to level up your audio setup

(Some links above are affiliate links. We may earn a small commission at no cost to you.)

This episode was produced using AI-generated voices and scripting.

Salesforce's AI agent inside Slack isn't just a chatbot feature — it's a direct attack on Microsoft's grip on the enterprise productivity layer. The real story isn't which AI is smartest: it's that every workflow decision your company makes with these tools right now could make switching vendors nearly impossible within two years. After listening, you'll know exactly what questions to ask before your company signs a long-term AI platform deal — and why almost no one in procurement is asking them.

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LINKS & RESOURCES

▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20

Books on AI, investing, and the future of money

▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20

Gear to level up your audio setup

(Some links above are affiliate links. We may earn a small commission at no cost to you.)

This episode was produced using AI-generated voices and scripting.

The open-source AI coding agent Goose is exposing a critical flaw in how Anthropic plans to monetize its developer tools. Backed by Jack Dorsey's Block, Goose replicates Claude Code's core functionality for free — and routes API calls straight to Anthropic anyway, cutting out the tool margin entirely. After listening, you'll understand why the real threat isn't the price tag but the commoditization of the agent layer, and what it means for every AI company trying to build a product business on top of a model.

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LINKS & RESOURCES

▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20

Books on AI, investing, and the future of money

▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20

Gear to level up your audio setup

(Some links above are affiliate links. We may earn a small commission at no cost to you.)

This episode was produced using AI-generated voices and scripting.

OpenAI's GPT-4o image generation is now free for every user — no subscription required — and the competitive, legal, and creative fallout is bigger than the headlines suggest. Making AI image generation free may actually hurt the people it promises to help most, while quietly handing OpenAI something far more valuable than subscription revenue. After listening, you'll understand the real business strategy behind the giveaway, what it means for designers and small businesses, and what you're actually trading away every time you generate an image.

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LINKS & RESOURCES

▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20

Books on AI, investing, and the future of money

▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20

Gear to level up your audio setup

(Some links above are affiliate links. We may earn a small commission at no cost to you.)

This episode was produced using AI-generated voices and scripting.

Cole and Soren dig into Waymo's explosive ridership growth and debate whether autonomous taxis have already crossed the tipping point from novelty to inevitability. They clash over whether Tesla or Waymo wins long-term, unpack the labor displacement nobody wants to talk about, and explore the second-order effects — from the death of parking lots to the unsolved ethics of machines that kill. A sharp look at a future that's arriving faster than most people realize.─────────────────────────────LINKS & RESOURCES▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20 Books on AI, investing, and the future of money▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20 Gear to level up your audio setup(Some links above are affiliate links. We may earn a small commission at no cost to you.)This episode was produced using AI-generated voices and scripting.