TheBitCast

Stewart Squared

Autor: Stewart Alsop II, Stewart Alsop III

Stewart Alsop III reviews a broad range of topics with his father Stewart Alsop II, who started his career in the personal computer industry and is still actively involved in investing in startup technology companies. Stewart Alsop III is fascinated by what his father was doing as SAIII was growing up in the Golden Age of Silicon Valley. Topics include: - How the personal computing revolution led to the internet, which led to the mobile revolution - Now we are covering the future of the internet and computing - How AI ties the personal computer, the smartphone and the internet...

Odcinki

  1. Episode #112: From the PC to the Robot Dog: How Do Normal People Get Through the Next Shift? – Stewart Squared
  2. Episode #111: Anthropic's IPO Comes With an Existential Risk Warning – Stewart Squared
  3. Episode #110: Trust, Debt, and Foundation Models: The New Global Competition – Stewart Squared
  4. Episode #109: Are We Building the Dark Fiber of AI? – Stewart Squared
  5. Episode #108: Cybersecurity vs. Existential Risk: What Anthropic Won't Tell You in Their IPO – Stewart Squared
  6. Episode #107: $2 Trillion, No Debt: Anthropic's Answer to SpaceX's Risk Factors – Stewart Squared
  7. Episode #106: The $30 Trillion Question: Inside Anthropic's Audacious IPO Play – Stewart Squared
  8. Episode #105: Beating OpenAI at Their Own Game: Our Case, and the Filing That Settles It – Stewart Squared
  9. Episode #104: 36,000 Companies, One Metric: What DPI Did to Private Equity – Stewart Squared
  10. Episode #103: Scarce to Itself: NVIDIA, Apple, a Driverless Zoox, and the Real Fight Over the Future of Cars – Stewart Squared
  11. Episode #102: AI Is Eating the World’s Memory – Stewart Squared
  12. Episode #101: Apple's AI Is Finally Here. Why Does It Still Feel Broken? – Stewart Squared
  13. Episode #100: From Apple's iOS 27 to Anduril's Defense Tech: Where AI's Advantage Really Lies – Stewart Squared
  14. Episode #99: Can Money Buy Meta a Comeback in AI? – Stewart Squared
  15. Episode #98: What Apple Gets That the Rest of Tech Doesn't: Trust Scales – Stewart Squared
  16. Episode #97: How AI Is Rewriting the Rules of Computing – Stewart Squared
  17. Episode #96: From Steve Jobs to AI: The Stories That Never Became Data – Stewart Squared
  18. Episode #95: Schrodinger's Bubble: Nobody's Keeping Up, And That's Okay – Stewart Squared
  19. Episode #94: ARM Wrestling: NVIDIA's Quiet Coup Against Intel – Stewart Squared
  20. Episode #93: Too Big to Question: SpaceX, Wall Street, and the End of Accountability – Stewart Squared
  21. Episode #92: The $1.75 Trillion Bet: What WeWork Taught Us About the SpaceX IPO – Stewart Squared
  22. Episode #91: The $1.5 Trillion Question: Why SpaceX's IPO Math Doesn't Add Up – Stewart Squared
  23. Episode #90: Nobody Knows What Software Is Worth Anymore – Stewart Squared
  24. Episode #89: Vibe Engineer Meets Venture Capitalist: A Father-Son Dispute About the Future – Stewart Squared
  25. Episode #88: Conspiracy Factist vs. Practical Capitalist: The Alsop Debate – Stewart Squared
  26. Episode #87: Tighter Than Microsoft, Smarter Than Apple: Anthropic's Blueprint to Own the AI Stack – Stewart Squared
  27. Episode #86: The Orchestration Layer: One Indie Builder's War Against Platform Lock-In – Stewart Squared
  28. Episode #85: The Conspiracy Theory That Isn't: When Silicon Valley Quietly Changes the Deal – Stewart Squared
  29. Episode #84: From World Models to Robot Orchestras: Inside the New Stack of Real-Time Intelligence – Stewart Squared
  30. Episode #83: The Focus Layer: Why Anthropic, NVIDIA, and Cloudflare Are Winning the Same War – Stewart Squared