A few quick updates:
- Along with my friends Dick Costolo (Twitter CEO and now 01A partner), and Nick Bilton (NYT journalist turned Netflix showrunner), I have a weekly show. It is called—wait for it—The Nick, Dick, and Paul Show. You can find it on YouTube, Spotify, or wherever quality such shows are sold. As will come as no surprise, I talk a lot on it about the things I write about here. We have been rolling it out carefully, but we're now fully public.
- After a popular episode months ago on AI and historical capex bubbles, I did a followup appearance with Derek Thompson on his popular Plain English podcast. You can find it here. It was a little spikier than my first appearance, now six months ago, but it is always good fun chatting with Derek. I also congratulated me on getting so many things right, from issues in private credit, to the market's flip-flop about rewarding capex spending, and more.
- I was in the WSJ this week in the run-up to NVIDIA's GTC event, interviewed about the challenges NVIDIA faces in maintaining its market position and margins in the transition from training-centric loads to inference-centric ones at hyperscaler data centers.
P.S. Here is a sample from the show. Thanks to the good folks at iHeart for producing it and helping put it together.