Artificial Intelligence Podcast: ChatGPT, Claude, Midjourney and all other AI Tools

Everyone now has the same AI. That should make markets smarter — Gary Brode says it does the opposite. Jonathan Green talks with Gary Brode (Managing Partner at Deep Knowledge Investing) about why AI is a terrible stock picker: it summarizes the herd, it cannot say "I don't know," it cannot disagree with the dominant narrative, and the places you actually make money are the mome...

The cloud isn't actually in the sky — it runs on electricity, and AI is straining the grid like nothing before it. Jonathan Green talks with Stephanie Cox (CEO of GridEQ) about the energy reality behind the AI boom: why hyperscale data centers are a brand-new kind of load, why the real bottleneck is planning and permitting rather than power, how energy storage bridges fast-movin...

Joshua Wilson has done roughly 2,500 interviews and runs Oneiron Network, a podcast network built for dealmakers, capital markets and investment banking. He remembers when an hour of recording meant ten hours of work — and when that work quietly killed the only part that mattered, which was building relationships with people. So he handed the tedious half to AI early, and then d...

T.J. Marlin spent most of his career investigating corporate crises — the kind that end up on the front page of the Wall Street Journal — and the pattern he found was not the one people expect. Across those global investigations, the overwhelming majority of the harm was not caused by external attackers. It was caused by helpful employees who did not know better, making assumpti...

Most teams call an AI project done the moment it works. Qing Zhang, Managing Director at LDV Partners, sees the deals before the rest of us do — and she thinks the finish line is somewhere else entirely. Jonathan Green talks with her about why AI is quietly redefining security, identity and the perimeter all at once, what happens when one person is running thousands of agents th...