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Telltales
Mike
236 episodes
2 hours ago
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Podcast by Top Mark Capital
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Investing
Business
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All content for Telltales is the property of Mike and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Podcast by Top Mark Capital
Show more...
Investing
Business
Episodes (20/236)
Latest
Telltales
Blockchains, Blackwell & Barrel Math
4 days ago
30 minutes
Telltales
From Brent to Broadcom: Cash Flow in a Crosswind (e2543)
1 week ago
30 minutes
Telltales
Oracle’s Origin Story, AI’s Next Chapter (e2542)
2 weeks ago
31 minutes
Telltales
OpenAI, Oil, and the Almighty Dollar (e2541)
3 weeks ago
31 minutes
Telltales
Workin' 9 to 5: From Dolly to Data Centers (e2540)
1 month ago
30 minutes
Telltales
LSD: Liquids, Silicon & Debt (e2539)
1 month ago
33 minutes
Telltales
From Mold Juice to AI Factories (e2538)
1 month ago
36 minutes
Telltales
From Pasteur to Pay Packages in the Trillions (e2537)
1 month ago
31 minutes
Telltales
Search Shake-Up: Google’s Win, AI’s Real Threat (e2536)
2 months ago
27 minutes
Telltales
Software History Part 7 - AI (e2535)
2 months ago
36 minutes
Telltales
Price Tags, Power Bills & GB200s (e2534)
2 months ago
31 minutes
Telltales
Oil Curves, Open Source & Autonomy (e2533)
2 months ago
34 minutes
Telltales
Gas Gluts, Drug Flops & Software Pops (e2532)
2 months ago
33 minutes
Telltales
Debt Spirals, DOS, and DoorDash Bots (e2531)
3 months ago
32 minutes
Telltales
WAR Episode: WWII Code Breaking, Ukraine/Iran War Oil Premium, & the AGI War (e2530)
3 months ago
32 minutes
Telltales
Energy Shocks, AI Moves, and a Punch Card Past (e2529)
3 months ago
33 minutes
Telltales
From Doom to DGX: The story of the GPU and Nvidia's Money Printing Machine (e2528)
3 months ago
31 minutes
Telltales
Deficits, Datacenters & Diagnosis (e2527)
4 months ago
31 minutes
Telltales
Chips, Chains & Cash Flow (e2526)
4 months ago
30 minutes
Telltales
From Iran to AI: Energy, Healthcare & Big-Tech Shake-Ups (e2525)
4 months ago
28 minutes
Telltales
Podcast by Top Mark Capital
