The Daily DigestTUE · 27 OCT 2026
Today
What finance podcasts argued in the last 36 hours, ranked by how deeply each idea was discussed and attributed to the show that said it.
45 EPISODES · 310 IDEAS
Top idea todayOpen in Zortix →
Anthropic's S-1 masks a massive compute liability
The guest argued that Anthropic's S-1 presents a misleadingly narrow operating loss, masking over $800 billion in future, non-cancelable compute commitments that will fundamentally change the business's cash flow profile.
Paul Kedrosky · PROF G MARKETS · TODAY · 10:41
More ideas · depth-ranked
No ticker
Intelligence as a cheap, ubiquitous commodity
INVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY · TODAY
SPYSHOWS SPLIT15 SHOWS · NOT ALL ON THE SAME SIDE
S&P 500 faces 30% crash, then flat decade
WEALTHION - BE FINANCIALLY RESILIENT · TODAY
No tickerPrivate
AI bubble cracks when Anthropic or OpenAI miss payments
WEALTHION - BE FINANCIALLY RESILIENT · TODAY
CRWD
AI shift from security to safety expands CrowdStrike's TAM
THE COMPOUND AND FRIENDS · YESTERDAY
No ticker
AI buildout not a dot-com bubble
REAL VISION DAILY BRIEFING · YESTERDAY
METASHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDE
Meta as prime beneficiary of cheap intelligence
INVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY · TODAY
No ticker
Energy shock breaking airlines first
EURODOLLAR UNIVERSITY · YESTERDAY
No ticker
Rising bond yields driven by growth, not fiscal fears
BANKLESS · YESTERDAY
Concepts worth knowing
Not investable · surfaced for the idea, not a trade
Concept
Target-date funds as a suboptimal first step
AFFORD ANYTHING · TODAY
Concept
Asset allocation across four liquidity regimes
BANKLESS · YESTERDAY
Concept
Computer use as the universal AI interface
A16Z PODCAST · YESTERDAY
Concept
Direct response emails as core capital engine
THE BEST EVER CRE SHOW · YESTERDAY
Concept
Webinars as a high-conversion tool
THE BEST EVER CRE SHOW · YESTERDAY
Concept
Continuation vehicles as conflicted pricing
CAPITAL ALLOCATORS · YESTERDAY