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September 13, 2026

Weekly investing signals from the top US podcasts.

This week's lead

DRAM prices surge 200% as memory cycle peaks

Hyperscaler capex acceleration is driving unprecedented pricing power across the semiconductor and memory supply chains.

Read this week's edition →

GOOGL

we always thought that as the stock went down and down and down on the negative sentiment that people had got it wrong and Google's proving it right now

They associate themselves with this company. So Google didn't have to be the first to invent anything. And we always thought that as the stock went down and down and down on the negative sentiment that people had got it wrong and Google's proving it right now, which is the easiest way for introduce an ordinary person to AI is is you have the leading search product, and then you power it with AI, and you give them even better and better search results.

From Animal Spirits Podcast · Talk Your Book: AI Winners & Losers

Sourced from

Animal Spirits Podcast
The Koerner Office - Business Ideas and Deep Dives with Chris Koerner
All-In with Chamath, Jason, Sacks & Friedberg
The 10X Capital Podcast
Capital Allocators – Inside the Institutional Investment Industry
The Diary Of A CEO with Steven Bartlett

16 signals from 13 podcasts this week

SNAP

YouTube just came out and said, we're demonetizing thousands or millions of like faceless AI generated channels. They're not banning AI. Sure. But they're basically saying we're deprioritizing it.

Snapchat just came out and said, no more AI videos. YouTube just came out and said, we're demonetizing thousands or millions of like faceless AI generated channels. They're not banning AI. Sure. But they're basically saying we're deprioritizing it. Right.

From The Koerner Office - Business Ideas and Deep Dives with Chris Koerner · The $7K/Month Side Hustle Most People Think AI Killed - Ep. #333

prediction

will a handful of CIOs get very publicly flogged and fired in the next year? because they accidentally didn't understand this and just did an API deal because they wanted to feel popular and leaked data into these models? Guaranteed.

And what they will do is they'll stand up your own hardware, and then you'll stand up your own models, and then they'll provision those models to you. And that's how you should probably be consuming it. And if you don't do that, you are creating risk. And look, let's be clear, will a handful of CIOs get very publicly flogged and fired in the next year? because they accidentally didn't understand this and just did an API deal because they wanted to feel popular and leaked data into these models? Guaranteed. Why will people get fired, Shamath?

From All-In with Chamath, Jason, Sacks & Friedberg · AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse

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Recent issues

Investing · Aug 30, 2026

Investing

DRAM prices surge 200% as memory cycle peaks

we always thought that as the stock went down and down and down on the negative sentiment that people had got it wrong and Google's proving it right now

YouTube just came out and said, we're demonetizing thousands or millions of like faceless AI generated channels. They're not banning AI. Sure. But they're basically saying we're deprioritizing it.

will a handful of CIOs get very publicly flogged and fired in the next year? because they accidentally didn't understand this and just did an API deal because they wanted to feel popular and leaked data into these models? Guaranteed.

Build your own newspaper

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