43:55enL'AI distruggerà le BIG TECH?Actually Podcast·Jun 6, 2026Google’s $80 billion raise became a fight over AI’s real economics: revolution, hype, or both. The speakers argue over capex, adoption, and who captures the next layer of value.转换为中文（中国）
23:36itI'm scared to make this videoTheo - t3․gg·May 20, 2026Theo Browne attacca Google su AI, terminale e cloud: modelli costosi, CLI difettosa, fiducia interna spezzata.转换为中文（中国）
1:22:01itElon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI BoomAll-In Podcast·May 8, 2026L’accordo sul compute di Anthropic, i timori di monopolio nell’AI e lo spauracchio di una FDA per l’AI si scontrano con un caso rialzista secondo cui l’AI sta già sostenendo mercati e crescita.转换为中文（中国）
1:20:57enOpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide CrazeAll-In Podcast·May 1, 2026OpenAI’s miss, the AI capex boom, and the Musk lawsuit all point to the same bottleneck: power, not demand, is now deciding the market.转换为中文（中国）
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