TIP768: Best Quality Stock Idea Q4 2025 w/ Clay Finck
Host Clay Finck presents Interactive Brokers (IBKR) as his quarterly best quality stock idea, analyzing its business model, economics, and long‑term growth prospects. He covers the firm's history and founder Thomas Pederphy's automation-focused culture, its revenue drivers like commissions and net interest income, and its unique low-cost, tech-heavy positioning versus competitors such as Charles Schwab and Robinhood. The episode also explores IBKR's competitive advantages, management incentives, valuation, key risks, and why Clay holds a 2% personal position in the stock.
Everything you need to know about AI agents | Swami Sivasubramanian
In this TED Talk featured on TED Talks Daily, Swami Sivasubramanian explains what AI agents are, how they differ from chatbots, and why they could be one of the most transformative technology shifts of our time. He outlines three key milestones needed for agents to change how we work: transforming software development, establishing trust through automated reasoning, and enabling non-programmers to build and collaborate with agents. Drawing from his own journey and examples from Amazon and Prime Video, he describes a future where human-agent collaboration lowers barriers to creation and makes powerful tools widely accessible.
TECH006: Open-Source AI That Protects Your Privacy w/ Mark Suman (Tech Podcast)
Host Preston Pysh interviews Maple AI founder Mark Suman about building privacy-preserving, verifiable AI using trusted execution environments and secure enclaves. They discuss the cultural importance of privacy at Apple, the risks of feeding proprietary AI systems with intimate personal data, and how verifiable, open-weight models can mitigate manipulation and data leakage. The conversation also covers Maple's architecture, AI memory, the open-source vs proprietary model race, AI-assisted software development, and the potential future of running personal AI servers at home.
Crypto Pardon, Amazon Automation, and Reagan Tariff Ad
Kara Swisher and Scott Galloway discuss Kara's trip to Korea, plastic surgery culture among tech workers, and Donald Trump's tariff threats against Canada triggered by an Ontario ad using Ronald Reagan's anti-tariff speech. They analyze U.S.-China trade and the pending TikTok deal, Trump's pardon of Binance founder CZ and what it signals about corruption and crypto, Amazon's push to automate its warehouses with robots, and Trump's bailout of Argentina, framing these stories within a broader critique of speculative gambling economics and erosion of rule-of-law, before closing with reflections on sports betting and the war in Ukraine.
TIP761: Tesla Stock Deep Dive w/ Clay Finck
Host Clay Finck delivers a solo deep dive on Tesla, examining its evolution from a misunderstood EV startup into a trillion‑dollar company and a potential AI, robotics, and energy powerhouse. He covers disruptive innovation, Elon Musk's leadership and controversial compensation plan, Tesla's automotive and energy businesses, emerging bets like Optimus and robo‑taxis, intensifying global competition (especially from BYD), and both the bullish optionality and key bear risks around execution, governance, and valuation.
TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast)
Host Preston Pysh interviews investor and technologist Cern Basher about Elon Musk's ecosystem of companies, focusing on Tesla's pivot away from the Dojo training supercomputer toward custom inference chips, and how this underpins autonomous vehicles and humanoid robots. They explore the economics and deflationary impact of Tesla RoboTaxis and autonomous trucking, the massive potential of the Optimus robot to transform labor and corporate balance sheets, the role of Tesla Energy in enabling abundant power, and how these automation trends connect to Bitcoin as a long-term treasury asset in an AI-driven world.