Skip to content
HomeVideosBooksBlogsPodcasts
EpisodesShowsTopics
HistoryListsWatch laterLiked videosFollowing

The videos, books, blogs and podcasts Hacker News keeps recommending, all in one place.

VideosBooksBlogsPodcastsAboutPrivacySettings

Data from Hacker News, HackerTube, HackerBooks, HackerBlogs and Open Library. Credits · Not affiliated with Y Combinator.

HomeVideosBooksBlogsPodcasts
Ctrl K
    Artwork for Invest Like the Best with Patrick O'Shaughnessy
    Episode

    Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]

    Invest Like the Best with Patrick O'Shaughnessy · Aug 18, 2026 · 1 h 16 min
    Episode page

    My guest today is Ben Thompson, the founder and author of Stratechery. Ben is one of my favorite business thinkers and I love talking to him about everything happening in markets and technology. We go through every important company, including OpenAI, Nvidia, Intel, Apple, Microsoft, Google, and Amazon. We also discuss why he thinks it would be dangerous for the United States to win the AI race…

    Related

    • Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage

      All-In with Chamath, Jason, Sacks & Friedberg • Jun 9, 2026 • 29 min

    • Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses

      All-In with Chamath, Jason, Sacks & Friedberg • Jun 3, 2026 • 30 min

    • OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute

      All-In with Chamath, Jason, Sacks & Friedberg • Jun 2, 2026 • 32 min

    • Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

      All-In with Chamath, Jason, Sacks & Friedberg • Sep 17, 2026 • 18 min

    • Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

      All-In with Chamath, Jason, Sacks & Friedberg • Aug 29, 2026 • 1 h 37 min

    • Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?

      All-In with Chamath, Jason, Sacks & Friedberg • Jul 20, 2026 • 42 min

    • Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

      All-In with Chamath, Jason, Sacks & Friedberg • Mar 13, 2026 • 1 h 20 min

    • Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

      All-In with Chamath, Jason, Sacks & Friedberg • Aug 8, 2026 • 1 h 15 min