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Nucleus Wealth Podcasts

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Nucleus Wealth is an Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind Nucleus Investment Insights brings the team together to discuss an array of topics touching current events, investigating common trends, company activities and the potential impacts each has on your portfolio. In addition to our weekly video podcasts, Nucleus Wealth offers investment articles and performance reports. For graphs and st ...
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TBPN

John Coogan & Jordi Hays

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Technology's daily show (formerly the Technology Brothers Podcast). Streaming live on X and YouTube from 11 - 2 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.
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(00:20) - Ellison's Counter Offer (18:23) - Chinese H200s (32:18) - Data Centers in Space (42:30) - 𝕏 Timeline Reactions (01:01:24) - Aaron Ginn is the CEO and Co-Founder of Hydra Host, a company specializing in high-performance computing infrastructure. In the conversation, he discusses the importance of the United States engaging pragmatically wi…
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
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(01:57) - Rich Greenfield, a partner and media analyst at LightShed Partners, discusses the complexities of the ongoing bidding war between Netflix and Paramount for Warner Bros., highlighting the antitrust implications and the evolving competitive landscape in the streaming industry. He emphasizes that defining the market narrowly to only include …
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
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(00:43) - Netflix to Acquire Warner Bros. (21:04) - 𝕏 Timeline Reactions (40:44) - Keith Rabois is a veteran Silicon Valley operator and investor, known for senior roles at PayPal, LinkedIn, and Square, and as a general partner at top venture firms including Khosla Ventures and Founders Fund. He’s recognized for his sharp strategic instincts, contr…
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
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(01:40) - 𝕏 Timeline Reactions (34:00) - Jim Cramer is the host of CNBC’s Mad Money and co-founder of TheStreet. A former hedge fund manager, he became one of the most recognizable financial commentators in the U.S., known for his energetic style and market analysis. Cramer continues to cover stocks, investing trends, and business news across telev…
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In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines the latest crypto price crash — assessing where digital assets now fit within an investment portfolio, what’s really driving the volatility, and whether Larry Fink’s push for a tokenisation boom offers any meaningful upside from here. ⁠Download Presentation …
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
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(01:23) - Will AWS Buy TPUs From Google? (20:51) - 𝕏 Timeline Reactions (46:33) - Harj Taggar, a Managing Partner at Y Combinator and co-founder of Triplebyte and Auctomatic, discusses the evolving landscape for startups, highlighting the increased ease of selling to both government entities and Fortune 500 companies. He emphasizes that the choice …
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
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(00:19) - Papperger Pushes Rheinmetall to Top (13:35) - 𝕏 Timeline Reactions (16:11) - Anduril Says Failures are Part of Development (20:21) - 🔴 CODE RED 🔴 (38:35) - 𝕏 Timeline Reactions (56:20) - Stratechery: Gemini Spurs New AI Infra Race (01:30:37) - 𝕏 Timeline Reactions (01:42:23) - Matt Garman, CEO of Amazon Web Services (AWS), discussed sever…
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
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(00:16) - Alby Churven is a teenage entrepreneur from Sydney who, by age 14, has already founded Finkle, a gamified learning platform aimed at teaching teens coding, entrepreneurship, AI, and real-world skills. He began coding when he was six years old, and previously built Roblox games and a youth-oriented soccer brand before pitching Finkle to Y …
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(06:32) - Harley Finkelstein is the President of Shopify, helping lead the company’s global commerce strategy and long-term vision. He works closely with founders, brands, and entrepreneurs building businesses on the platform. Harley is also a prominent voice on entrepreneurship and the future of retail. (36:06) - Noel Mack is the Chief Brand Offic…
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In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at whether NVIDIA’s upcoming results could rattle confidence in the AI boom — unpacking what investors should watch for as the market’s largest stock reports, and how the outcome might reshape expectations for the broader AI trade. Download Presentation Slides …
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
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(01:53) - 𝕏 Timeline Reactions (13:14) - Nvidia Responds to TPU Sales (22:15) - Trump Launches Genesis (25:40) - Trait-Based Embryo Selection Ethics Breakdown (45:17) - Cremieux, a critic of Nucleus Genomics' embryo selection product, discusses the company's misleading claims about their technology's capabilities, particularly in predicting complex…
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
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(02:06) - Reviewing the Best AI Apps (24:32) - 𝕏 Timeline Reactions (26:31) - Sholto Douglas, a Member of Technical Staff at Anthropic, discusses the launch of Claude Opus 4.5, highlighting its superior coding capabilities and efficiency in handling complex tasks. He emphasizes the model's advancements in vision understanding, particularly in inter…
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Diet TBPN delivers the best of today’s TBPN episode in under 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Ma…
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(00:11) - Eli Lilly Hits $1T Valuation (11:24) - Adobe to Buy Semrush for $1.9B (15:27) - Guide to the AI Barnyard (44:13) - AMD Chief Challenges Nvidia Dominance (57:13) - WSJ Mansion Section (01:04:30) - Has AI Ruined the Em Dash? (01:14:36) - 𝕏 Timeline Reactions (01:52:42) - Julia Steinberg, General Manager of Books and editor at Arena Magazine…
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
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(00:15) - NVIDIA Earnings Reactions (18:23) - Google Launches Nano Banana Pro (22:56) - David Chang is an American chef, restaurateur, author, and TV personality, best known as the founder of the Momofuku restaurant group. He has received six James Beard Awards and was named one of Esquire's "most influential people of the 21st century." In his con…
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In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at whether NVIDIA’s upcoming results could rattle confidence in the AI boom — unpacking what investors should watch for as the market’s largest stock reports, and how the outcome might reshape expectations for the broader AI trade. ⁠Download Presentation Slides…
  continue reading
 
Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
  continue reading
 
(01:04) - iMessages in Gemini 3 (10:52) - 𝕏 Timeline Reactions to Gemini 3 (28:29) - 𝕏 Timeline Reactions (01:05:11) - CloudFlare Outage (01:16:16) - Byrne Hobart on the Upsides of Bubbles (01:30:12) - Byrne Hobart is an investor, consultant, and writer, best known for his newsletter "The Diff," which explores inflection points in finance and techn…
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
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(00:34) - Gemini 3 Launch (30:54) - Mike Knoop, co-founder and Head of AI at Zapier, discussed the significant advancements of Google's Gemini 3 model, highlighting its achievement of doubling the state-of-the-art performance on the ARC v2 benchmark. He noted that, despite this progress, the model still exhibits unexpected errors on simpler tasks, …
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
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(01:02) - The GPT4o Debate (15:24) - Bezos's AI Startup (26:27) - Yann LeCun's Says LLM's are a Dead End (33:00) - 𝕏 Timeline Reactions (01:13:48) - Eric Glyman, co-founder and CEO of Ramp, a financial operations platform, announced a $300 million funding round led by Lightspeed Venture Partners, elevating the company's valuation to $32 billion. He…
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
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(02:07) - Blue Origin Lands New Glenn Rocket (15:58) - Valve Unveils Steam Machine Console (25:38) - 𝕏 Timeline Reactions (30:17) - Cantor Group Posts Record Year (50:24) - Will Manidis: "In The Flow" (01:02:47) - 𝕏 Timeline Reactions (01:25:49) - 2WAI Reactions (01:31:07) - Everett Randle is a venture capitalist and writer best known for his sharp…
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
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(00:20) - AI Boom Hits Speed Bump (11:56) - Will Blue Owl Capital Fly Higher? (26:08) - AI Boom Hits Speed Bump (34:35) - 𝕏 Timeline Reactions (59:12) - Spencer Peterson, a general partner at Coatue Ventures, leads their growth fund focusing on late-stage, transformative technology companies. In the conversation, he discusses Coatue's investment in…
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Join this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacks the latest forecasts for fossil fuel use from the International Energy Agency — why oil demand is set to keep growing under current policies, what that means for coal, oil, and gas investments, and how investors should be positioning their portfolios for …
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
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(00:43) - Rage Baiting is for Losers (27:45) - Everett Randle’s 5x Controversy (38:07) - Rage Baiting is for Losers (42:08) - Dwarkesh Patel’s Satya Interview (01:00:04) - 𝕏 Timeline Reactions (01:01:56) - Jordan Nanos, a Member of Technical Staff at SemiAnalysis, discusses the depreciation practices of hyperscalers like Meta, Azure, Oracle, and Go…
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
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(04:18) - AGI in 2035 (21:28) - SoftBank’s OpenAI Windfall (27:42) - Buffett Goes Quiet (40:08) - 𝕏 Timeline Reactions (01:25:49) - Casey Handmer is a physicist-engineer and entrepreneur who earned a PhD in theoretical physics from California Institute of Technology (Caltech) and worked at Jet Propulsion Laboratory before founding Terraform Industr…
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
  continue reading
 
(00:49) - Silicon Valley vs The Vatican (39:37) - Reacting to Bryan Johnson’s Trip (44:46) - 𝕏 Timeline Reactions (01:00:10) - Soren Monroe-Anderson, CEO and co-founder of Neros Technologies, a U.S.-based defense tech company specializing in unmanned aerial systems, announced a $75 million Series B funding led by Sequoia Capital. He discussed Neros…
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
  continue reading
 
(00:17) - Timeline in Turmoil over OpenAI (09:36) - Fannie & Freddie May Buy Tech Stakes (11:27) - The Mansion Section (18:23) - Elon's Trillion Dollar Pay Package (28:06) - Breaking Down the State of AI (55:55) - 𝕏 Timeline Reactions (01:11:07) - Katherine Boyle, a general partner at Andreessen Horowitz leading its American Dynamism fund, discusse…
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Our favorite moments from today's show, in under 30 minutes. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbez…
  continue reading
 
(00:00) - OpenAI's "Backstop" (50:55) - The Benefits of Bubbles (56:00) - 𝕏 Timeline Reactions (01:13:21) - Bret Taylor, co-founder of Sierra and chairman of OpenAI, discusses Sierra's recent customer conference, Sierra Summit, highlighting the company's growth from a small team to serving over 400 customers, and announces new product features, inc…
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