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ChatGPT at 3: 15 Truths Everyone Still Gets Wrong
Everyone’s arguing about AI’s future, but few grasp how ChatGPT quietly rewired the industry’s economics, timing, and power dynamics. Here’s what the…
Nov 4, 2025
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SVIC Podcast
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Brendan Cruz
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September 2025
Oracle’s 400% Debt Balloon: Wall Street’s Biggest Margin Play
Amazing to see Oracle's stock go up 23% over the last few days but that required them to increase their debt by 400%.
Sep 13, 2025
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SVIC Podcast
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The $610M Atlassian–Browser Co. deal: a bet that AI will unify SaaS, not fragment it.
Atlassian is buying The Browser Co. for $610M, betting that the future of SaaS is about AI remixes, not siloed apps.
Sep 5, 2025
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SVIC Podcast
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August 2025
ChatGPT Inspires Hate, Gemini Inspires Nothing
ChatGPT gets love and hate because it has personality; Gemini gets indifference because it doesn’t. In products, as in love, indifference isn’t safety…
Aug 16, 2025
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SVIC Podcast
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July 2025
Why WindSurf Joined Google & The Valley Doesn't Understand M&A
Google didn’t steal WindSurf, they outmaneuvered everyone. While the internet spread rumors, Google used a license-and-release deal to pay $2.4B, give…
Jul 12, 2025
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SVIC Podcast
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June 2025
The Great App Remix: How ChatGPT Will Gut the App Economy
The days are numbered for serially using apps. ChatGPT is starting to turn them into background functions no more tapping, switching, or digging. Just…
Jun 5, 2025
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SVIC Podcast
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May 2025
OpenAI Pays $116 Million Per Head, Google I/O 2025: Tokens, Tiers, and Vaporware
Hey Everyone!
May 23, 2025
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SVIC Podcast
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April 2025
Law Professor Thoughts On Google & Facebook's Legal Problems, All-In Podcast's Tariff Insanity
Hey Everyone!
Apr 21, 2025
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March 2025
Coreweave: AI Cash Cow or The Next WeWork?
Hey everyone,
Mar 27, 2025
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SVIC Podcast
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February 2025
OpenAI Launches GPT-4.5 To Mixed Reviews. We Break Down The Good, The Bad, And the Ugly
Hey Everyone!
Feb 28, 2025
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SVIC Podcast
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Satya Nadella Talks To Dwarkesh, Stripe Founders On The All-In Podcast
Hey Everyone,
Feb 22, 2025
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Google Director Reacts To Lex Fridman Episode on DeepSeek, China, OpenAI, NVIDIA, xAI, Stargate #459
Hey Everyone,
Feb 8, 2025
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