In this episode, we dive into the latest forces shaping markets and technology. We start with the Fed and whether its next moves could help fuel today’s rally. From there, we explore Opendoor, a stock that’s been on fire, and ask if the Fed cou...

Luke recaps the All-In Summit from a self-driving Waymo and breaks down five big themes shaping the next year in tech and investing: physical AI, the shift to inferencing, tokenized private equity, nuclear + nat gas for AI data centers, and the...

Is the AI party already winding down? Nvidia just posted blowout earnings—yet the stock stalled. Palantir, Robinhood, CrowdStrike, Snowflake, and more are all sliding. Are we witnessing the early signs of an AI crash?In this episode of <...

Opendoor just ripped higher — but is it really just retail hype, or something much bigger? In this week’s Being Exponential, we break down why Opendoor might be the right stock at the right time, especially after Jerome Powell hinted a...

In this episode, we dive deep into some of the market’s hottest stories. Opendoor has suddenly become one of the most talked about stocks, but is this turnaround truly legitimate or just another GameStop moment? We then shift to Unity Software,...

OpenAI’s ChatGPT-5 has landed — delivering best-in-class intelligence while using surprisingly low compute. But could this breakthrough spell bad news for some AI stocks? Luke shares why this launch might usher in a whole new era for AI — one t...

In this week’s Being Exponential, we tackle the hottest question on everyone’s mind: why has U.S. job growth stalled—are tariffs to blame, or has the AI Jobs Apocalypse quietly arrived? Luke and I debate what this means for Fed policy,...

On this episode of Being Exponential, we center the conversation around the most polarizing name in tech and mobility: Tesla. Is the tug-of-war between today’s wobbling EV business and tomorrow’s robotaxi/Optimus future resolvable—or i...

On this week’s episode of Being Exponential, we kick off by asking: have humanoid robots truly arrived? Between Tesla’s Optimus serving popcorn to Elon Musk and China’s self-charging Walker S2 running 24/7, it sure feels like science f...

In this episode of Being Exponential, we unpack the week’s biggest moves at the intersection of geopolitics, tech and markets. First, MP Materials seals blockbuster rare-earth deals with the Pentagon and Apple—what does this mean for t...

This week on Being Exponential, we’re diving headfirst into the wildest intersections of AI, politics, and the future of humanity. First up: Elon Musk’s surprise launch of the “America Party”—a tech-first political movement that promis...

In this week’s episode of Being Exponential, we dig into the seismic economic shifts driven by AI and robotics—from Amazon’s million-strong robot workforce and humanoid soccer squads in China to Salesforce’s jaw-dropping claim that AI ...

On this week’s episode of Being Exponential, we unpack why stocks keep climbing even after U.S.–Iran missile strikes and a steep drop in oil prices, plus the latest whispers of a July rate cut. We revisit our nuclear-vs-natural-gas the...

In this episode of Being Exponential, we dive into the real forces shaping markets right now—starting with geopolitics. With Iran and Israel exchanging missile fire and U.S. war odds surging, why aren’t stocks reacting more dramaticall...

Trade war headlines are back with a vengeance—illegal tariffs, steel taxes, court rulings—but should we really care? In this episode, we break down why these noisy headlines might be missing the bigger story: a tech-powered future that’s still ...

On this episode of Being Exponential, we explore what happens when exponential tech collides with a volatile economy.Trump's renewed tariff threats shook the markets—before backing off just as quickly. Consumer confidence just saw its f...

In this week’s episode, we dive into the chaos and clarity of today’s markets through the lens of exponential economics. From tariffs and inflation to AI’s real impact on jobs, we unpack what’s hype and what’s actually happening beneat...