Tech Money Flow
Money is flowing everywhere as some of the world's richest people, governments, and largest tech companies look to capitalize and create the next technology wave: Artificial Intelligence. I'm just a regular guy trying to capitalize off this boom. Join me as I follow where the money is going and why.
Episodes
In this episode of Tech Money Flow—“The Great Double Down”—we unpack how Meta, Microsoft, Google and Amazon are each all‑in on AI assistants, from Llama 4’s social brainwaves and Azure AI surge to Gemini’s search stronghold and Alexa+’s conversational storm, diving into the CEOs’ visions, the record CapEx they’re pouring into data centers, and my thoughts on the AI arms race.
Linktree:
Arizona’s not just making microchips—it’s manufacturing intelligence. In this episode, we unpack how TSMC’s desert factories are fueling the rise of the world’s most powerful digital brains. From OpenAI’s memory-powered co-pilot to Google’s ultra-context Gemini and Elon Musk’s real-time rebel Grok, this is the story of how infrastructure and innovation are colliding to shape the future of AI—and where the money is flowin...
Humanoid robots are entering real homes THIS YEAR. Discover how Figure AI's groundbreaking Helix neural network enables robots to recognize objects and work together without instructions, while NVIDIA's GTC conference unveiled Groot N1—the universal operating system accelerating robot development. Meanwhile, CoreWeave's explosive IPO journey from $16M to $2B revenue signals where the AI money is flowing. F...
Welcome to Episode 14 of Tech Money Flow—where $325B in capital is powering the debut of AI agents. In this episode, we break down how tech giants Amazon, Google, Meta, and Microsoft are fueling a compute revolution that’s transforming digital interaction. From OpenAI’s Operator and Deep Research to the digital highways and immersive ecosystems built by the Four Horsemen, every chip and every dollar is driving the future...
AI is evolving at a rapid pace, and DeepSeek’s latest innovation is a perfect example of how quickly things can shift. Their approach to training a digital brain sets the stage for new possibilities, while Meta ramps up its AI efforts with Llama 4, Microsoft expands its enterprise AI footprint, and Tesla pours billions of money flow into autonomous driving and humanoid robots. Each of these moves is a sign that 2025 coul...
This episode unpacks Project Stargate’s $500B AI infrastructure push, TSMC’s update of the AI boom, and game-changing innovations from Anduril and Figure. We wrap up with my 2025 playbook, focusing on the money flow of the AI revolution.
Project Stargate: https://openai.com/index/announcing-the-stargate-project/
Palmer Luckey Anduril CEO: https://www.youtube.com/watch?v=T72DfPEBn0A&ab_channel=Bloomb...
From humanoid robots in factories to AI agents that think and act like humans, 2024 redefined what’s possible in technology. This episode explores the breakthroughs in robotics, the rise of AI-powered agents or personal assistants, and the emergence of autonomous vehicles—or as some like to call them, digital chauffeurs. Join us as I unpack NVIDIA’s groundbreaking role, the AI milestones of the Four Horsemen, and why 202...
In this episode of Tech Money Flow, we delve into the high-stakes AI showdown between Microsoft-backed OpenAI and Google, as each battles to become the world’s leading “digital brain.” We explore Google’s ambitious upgrades with Gemini 2.0 and Project Astra, its moves in AR/VR through Android XR. On the other side, we examine OpenAI and Microsoft’s thriving partnership, from text-to-video breakthroughs with Sora to AI-en...
In this episode of Tech Money Flow, we explore the rise of the digital brain and the air traffic controllers guiding its artificial thoughts. We’ll dive into the groundbreaking introduction of GPT-O1 and the critical roles Broadcom, Marvell, and Arm play in powering and directing AI’s computational highways. From custom chips to thought-routing infrastructure, we’ll unpack the tech and investments shaping the future of A...
In this episode of Tech Money Flow, we dive into the energy revolution hedge funds are betting on: nuclear power. Discover how nuclear is powering AI, data centers for the Four Horsemen, and possibly future self-driving cars, thanks to the new federal framework for autonomous vehicles. We explore the biggest players—Talen Energy, Constellation, NuScale, and Vistra—and why this reliable, carbon-free energy source is becom...
In this episode of Tech Money Flow, we’re diving into the “Powering AI for Uncle Sam.” From Palantir’s high-stakes government contracts with Project Maven to Meta’s surprising decision to let Llama go military, Ai is evolving beyond chatbots to a central part of defense strategies. Let’s unpack some of Uncle Sam’s recent money flows.
https://linktr.ee/Techmoneyflow
In this episode of Tech Money Flow, we dive into the AI agent strategies of the ‘Four Horsemen’—Microsoft, Meta, Google, and Amazon. From productivity boosters to personalized social companions, discover how each tech giant is racing to make AI agents an essential part of our lives. Let's unpack how these moves could reshape tech and open new doors for investors
https://linktr.ee/Techmoneyflow
In this episode of Tech Money Flow, we continue to check the pulse of the AI buildout, diving into game-changing products in the pipeline and the key companies driving this revolution. We explore Nvidia’s powerful impact as it cements its role in AI infrastructure, setting the standard for everything from autonomous vehicles to next-gen robotics. Then, we turn to Tesla’s roadmap, including Full Self-Driving expansion, a...
In this episode of Tech Money Flow, we explore the latest in humanoid robotics, comparing Figure AI’s new model with Tesla’s Optimus, and uncovering how investors can profit from these AI breakthroughs. We also dive into Palantir, the AI powerhouse with military ties, and break down the Yen Carry Trade’s impact on the markets, which played a role in Monday’s decline.
Figure 01 https://x.com/Figure_robot/status/17679...
In this episode of Tech Money Flow, we dive into the AI strategies of tech giants Google, Meta, Microsoft, and Amazon. Discover how each company is leveraging artificial intelligence to innovate and stay ahead in the competitive tech landscape. We'll also analyze their stock performance to understand how these AI initiatives are impacting shareholder value. Join for an insightful exploration of the future of AI and ...
In this episode of Tech Money Flow we dive into LLM's such as Google Gemini and Meta's Llama 405B. We also break down Tesla's latest talk around their AI strategies. We also discuss the pivotal role of NVIDIA’s H100 in the AI revolution.
https://linktr.ee/Techmoneyflow
Dive into this episode where we explore how TSMC's earnings reveal that the AI boom is in full swing. Discover the latest money moves, including Meta's strategic investment, a research note about Microsoft, and Google's biggest potential deal yet. Let the money flow!
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