The Capo | Pod Capo

The Capo

The Capo

Sep 4, 2026

•

6 min read

The elephant grew. The stake stayed put.

Aug 28, 2026

•

5 min read

We bought the Super Bowl 5 days before the Super Bowl

Aug 21, 2026

•

6 min read

A kitchen robot and three pounds of man kibble

Aug 14, 2026

•

6 min read

Everyone is still undersizing the AI market

Aug 7, 2026

•

6 min read

China can out-build America's shipyards 230 to 1

Jul 31, 2026

•

7 min read

The $1/hour robot is officially coming

Jul 24, 2026

•

6 min read

Who actually gets wiped out when AI pops (Mark Cuban)

Jul 17, 2026

•

6 min read

Howard Marks, at 80, on the years he wasted

Jul 10, 2026

•

6 min read

One guy with Excel is beating the Bloomberg consensus

Jul 3, 2026

•

6 min read

An engineer spent $100M on tokens in one month

Jul 1, 2026

•

6 min read

Two 24-year-olds vs Nvidia (with a chip they say is 10x better)

Jun 26, 2026

•

6 min read

He got rich on 3 stocks by finding one secret

Jun 23, 2026

•

6 min read

Revenge and patriotism are a great investment thesis

Jun 19, 2026

•

6 min read

Micron might be worth more than Meta by Christmas

Jun 16, 2026

•

6 min read

The $5B fund that returned 1.01x (and called it a win)

Jun 12, 2026

•

6 min read

The AI boom's real bottleneck isn't chips. It's copper.

Jun 9, 2026

•

6 min read

A former Pentagon advisor on when China falls

Jun 5, 2026

•

6 min read

The week companies started paying tokens more than people

Jun 2, 2026

•

6 min read

Thou shall not use Excel (a billionaire's commandments)

May 31, 2026

•

6 min read

Anthropic ate Palantir, Snowflake, and Databricks in one month

May 30, 2026

•

5 min read

Bogle saved you a trillion. Anthropic wants you on your knees.