Every Tuesday, Michael Nichols and Jason Thompson take on the biggest stories in business, finance, and AI — with the analytical depth that most commentary skips. New episodes weekly.

Latest Episodes

Ep. 11

Cerebras IPO, Brain Implants, and What Hannibal Teaches About Strategy

The Cerebras IPO, brain implant tech, and strategy lessons from Hannibal.

Ep. 10

White House Pumps the Brakes on AI, Anthropic Tops OpenAI, Dan Toma

AI policy shift, Anthropic overtakes OpenAI, plus a guest interview with Dan Toma.

Ep. 09

Musk Sues OpenAI for $134B, Berkshire Without Buffett, Spirit Airlines Folds

Musk, Buffett's successor, and a low-cost airline death.

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