#5634

Mentioned in 9 episodes

Engines That Move Markets

Book • 2023

Mentioned by

Edward Chancellor

Tobias Carlisle

Mentioned in 9 episodes

Mentioned by

David Cahn

as one of the all-time great tech investing books when discussing AI and markets with the book's author, Sandy Norn.

20VC: Sequoia's David Cahn on The Winners and Losers in AI | The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead? | The Future of Defence: Who Wins and Who Loses | How to Analyse Margins and Growth Rates in a World of AI

Mentioned by

Dylan Patel

as a good book to read for kids.

Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble

Recommended by

Marko Papic

as a great book about new technologies, CapEx revolution, and how incumbents never win twice.

The New Cold Peace

Mentioned by

Edward Chancellor

as a recommended read about how markets respond to new technologies.

Gold, Debt and the AI Boom: A Financial Historian’s Warning

Mentioned by

Logan Bartlett

as a book about railroads and technological trends.

Is Founder Mode Insightful? Plus AI Valuations, Unrealized Gains Tax, and Putin's Telegram

Mentioned by

Tobias Carlisle

when referencing Alistair Nairn's rubric on the anatomy of a technology mania.

Unemployed Value Degen on Abacus ($ABX), Newell Brands ($NWL) and Ramaco Resources ($METC) | S08 E04

Mentioned by

Edward Chancellor

when discussing how markets react to groundbreaking new technologies.

AI Eats Software?

Mentioned by

Joe Reis

when discussing technological advancements and their impact on various professions.

Freestyle Fridays - What Does AI Do to The Craft of Dev and Engineering?

Mentioned by

Logan Bartlett

as a book about railroads and the risks associated with technological advancements.

E55: Keith Rabois, Logan Bartlett, Kevin Ryan, and Zach Weinberg Dissect the Current Funding Climate

Recommended by

Elliot Turner

as a case study of technological breakthroughs and their effect on financial markets.

Phil Ordway on the Market Environment, Red Flags, Opportunities, and More

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