#3665

Mentioned in 17 episodes

Engines That Move Markets

Book • 2023

Mentioned by

Edward Chancellor

Tobias Carlisle

Mentioned in 17 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

David Kahn

while citing an author he admires who wrote a book about the forces that drive markets.

How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn

Mentioned by

Dylan Patel

as a good book to read for kids.

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

Mentioned by

Marko Papic

as a historical analysis used to argue that technology-driven CapEx cycles historically end in overbuild and disappointment.

Scotty Doesn't Know

Mentioned by

Edward Chancellor

when referencing a conversation about AI and competitive advantages of incumbent businesses.

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

when discussing how markets react to groundbreaking new technologies.

AI Eats Software?

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

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