Todd Elstein
Investment CEO and portfolio manager at Parnassus Investments with multi-decade experience managing core equity strategies and discussing long-term technology and AI investment themes.
Best podcasts with Todd Elstein
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Mar 4, 2026 • 47min
Anthropic Nears $20B Run Rate, Apple to Sell $599 Laptop
Seth Figelman, Bloomberg AI reporter, on Anthropic’s surge toward a $20B run rate and its clash with the Pentagon. Irving (Emin) Tan, CEO of Western Digital, on HDD demand and storage needs for AI workloads. Todd Elstein, investment CEO, on long-term tech and AI infrastructure investing. They cover rapid revenue growth, storage roadmaps, and big-picture tech investing themes in short, lively conversation.
