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Today’s Essential Episodes:
Databricks CEO Ali Ghodsi on Never Wanting the Job, Beating Snowflake and Why Databricks Stays Private
Long Strange Trip: CEO to CEO with Brian Halligan, and Ali Ghodsi, co-founder and CEO of Databricks
The last round raised $5B against roughly $20B of demand, the anti-Snowflake playbook (open format, AI, a claimed 3x TCO edge), why he says Databricks would be worth more public, and the one-bottleneck operating model.Dan Niles: This Isn’t the Top, It’s a Speed Bump
RiskReversal with Dan Nathan, and Dan Niles, founder of Niles Investment Management
The AI trade’s leading indicators: Texas’s data-center moratorium, the labs’ own slow-down talk, token prices down by half since May with share shifting to open-weight models, a 5% ten-year, and where he still wants to be (Meta, Google, Microsoft, Apple).Palantir CEO Alex Karp on AI Safety, Liability and Nationalizing the Frontier Labs
CNBC’s Squawk on the Street with Carl Quintanilla, David Faber and Sara Eisen, and Alex Karp, co-founder and CEO of Palantir
Karp’s read on the safety debate: the labs want liability capped, which only nationalization delivers; his clients’ anger at closed-model providers over their data; the sovereignty push with NVIDIA on open-weight models; capacity as Palantir’s constraint.How Dealers Trade NVIDIA, AMD and Broadcom Vol: An Ex-IMC Options Trader on Market-Making
Odds on Open with Ethan Kho, and Lihong Wang, former semiconductor options trader at IMC
Reading counterparties in the options tape, warehousing benign flow from Asian structured-product hedging, why correlation blow-ups (DeepSeek, July’s deleveraging) are what actually hurt dealers, and whether AI can beat the S&P 500.Sharp Tech Preview: Doom Debates Go Mainstream, AI Religion and the China Question
Sharp Tech with Ben Thompson and Andrew Sharp (public preview of a paywalled episode)
Why the extinction-risk rhetoric is unfalsifiable and politically convenient, which near-term risks are real (cyber, infrastructure), and how today’s regulatory mood differs from five years ago.
