Stephanie Palazzolo

Stephanie Palazzolo, AI reporter covering OpenAI’s device efforts; Evan Skorpen, public-equity partner focused on software valuations; Amy Dockser Marcus, health reporter tracking longevity experiments. They discuss OpenAI’s hush-hush smart speaker and related device plans. They debate why software multiples look cheap and where AI fits for SaaS. They explore mitochondrial transplants and Silicon Valley’s rush into longevity treatments.

Stephanie Palazzolo, AI policy reporter covering the OpenAI–Anthropic–Pentagon talks and talent shifts. Catherine Perloff, Amazon ad and product reporter, on chatbot ad plays. Matt Harp, CEO of Basis, on building AI accounting agents and fundraising. Tom Schmidt, partner at Dragonfly Capital, on a new crypto fund and crypto–AI overlap. Steve Koenig, Macquarie analyst, on MongoDB results and enterprise AI trends.

Stephanie Palazzolo, AI reporter covering model releases and legal fights; Anita Ramaswamy, financial analyst who parses valuations and investor sentiment; Anissa Gardizy, cloud and compute reporter tracking data centers and chip supply chains. They discuss Anthropic’s lawsuit with the Pentagon, developer reaction to GPT‑5.4 and BIDAI audio, OpenAI’s lofty IPO valuation and investor skepticism, and Nvidia, Groq and TPU moves in data center deals.

Yueqi (Yuechi) Yang, crypto reporter covering payments and blockchain, discusses Coinbase’s push to build payment rails for AI agents. Jake Loosararian, CEO of Gecko Robotics, talks about deploying inspection robots under a $71M Navy deal. Stephanie Palazzolo, technology reporter, explains vibe coding apps and Apple’s crackdown. The conversation jumps between AI payments, app-store friction, and robots for critical infrastructure.

Sri Muppidi, tech reporter on Anthropic/OpenAI deals; Anissa Gardizi, cloud and compute reporter on data-center strategy; Reed Duchscher, founder of Night Media on creator-economy growth; Stephanie Palazzolo, AI reporter on continual learning. They discuss Anthropic’s massive revenue-share deals with cloud providers. They unpack Meta and Nvidia’s big partnership. They cover soaring paychecks and talent driving AI data-center buildouts.

This discussion features Erin Wu, a technology reporter focused on Google’s TPU strategy, who explains how Google aims to compete with NVIDIA by pitching TPU chips to major players like Meta. Stephanie Palazzolo, an AI reporter, reveals concerns around Google's pretraining advantages with Gemini 3. Finance reporter Miles Kruppa discusses rising debt linked to Oracle’s data centers, while Ron Bencer analyzes the IPO outlook for 2026. Lastly, Chaz Englander, CEO of Model ML, shares insights on automating financial workflows with AI and their recent funding success.

Anissa Gardizy, a cloud and compute reporter, dives into Amazon's potential $10 billion investment in OpenAI and the proposed use of AWS Trainium chips. Katie Roof reveals Waymo's early $100 billion fundraising talks and the challenges of its profitability against high R&D costs. Valida Pau and Stephanie Palazzolo discuss AI labs' hunt for specialized data with dwindling public sources, emphasizing the complexities of pricing and privacy. Meanwhile, Ken Brown analyzes the 'scarcity premium' risks for significant upcoming IPOs, drawing intriguing historical parallels.

Sheel Mohnot, fintech investor weighing who might buy PayPal and why. Ann Gehan, e-commerce reporter tracking the move from agentic shopping to in-chat checkout buttons. Stephanie Palazzolo, AI audio reporter on language gaps and OpenAI’s push into India. Nick Baird, Koa co-founder building ad infrastructure to help AI apps monetize and cover inference costs. They discuss potential acquirers, commerce UX shifts, multilingual audio hurdles, and AI ad economics.

Join Apple reporter Aaron Tilley as he reveals Apple's plans for an AI wearable pin, discussing its potential features and the cautious strategy of Craig Federighi. Smooth Media's Josh Kaplan predicts TikTok's evolution in the creator economy. AI reporter Stephanie Palazzolo shares insights on OpenAI's restructuring. Kieley Taylor talks about brands navigating the risks of AI advertising. Finally, General Fusion CEO Greg Twinney unveils their ambitious $1 billion IPO and future clean energy goals.

Join Circle CFO Jeremy Fox-Geen as he reveals impressive USDC growth and discusses potential native tokens for the ARC blockchain. AI reporter Stephanie Palazzolo dives into the rise of 'NeoLabs,' a new wave of AI startups raising $2.5 billion to challenge major players like OpenAI. Sam Lessin shares insights on his Etiquette Finishing School for founders, aiming to instill humility and cultural awareness. Finally, Aaron Holmes analyzes the competitive landscape of enterprise AI agents, highlighting emerging trends and market shifts.