TheBitCast

The Rundown 6/23/26: The AI Hype Machine, Canada’s Capital Gap, and the Return of Hard Tech

Podcast: Tank Talks By Ripple Ventures · Ripple Ventures

Opublikowano: 2026-06-23

In this episode of Tank Talks, recorded live at the Global Startups Conference, Matt Cohen and John Ruffolo take the stage for a wide-ranging conversation on the future of Canada’s innovation economy, the AI infrastructure race, and why this moment feels different, even if John still refuses to fully believe “this time is different.” The conversation opens with SpaceX’s historic IPO, massive valuation hype, and the question of whether public market demand can support a new wave of AI and frontier tech giants like OpenAI and Anthropic. Matt and John then dig into one of the bigg...