The Capo | Pod Capo

Oliver Buchannon

The Capo

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

Jul 24, 2026

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6 min read

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

Howard Marks, at 80, on the years he wasted

Jul 17, 2026

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6 min read

Howard Marks, at 80, on the years he wasted

One guy with Excel is beating the Bloomberg consensus

Jul 10, 2026

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6 min read

One guy with Excel is beating the Bloomberg consensus

An engineer spent $100M on tokens in one month

Jul 3, 2026

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6 min read

An engineer spent $100M on tokens in one month

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

Jul 1, 2026

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6 min read

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

He got rich on 3 stocks by finding one secret

Jun 26, 2026

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6 min read

He got rich on 3 stocks by finding one secret

Revenge and patriotism are a great investment thesis

Jun 23, 2026

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6 min read

Revenge and patriotism are a great investment thesis

Micron might be worth more than Meta by Christmas

Jun 19, 2026

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6 min read

Micron might be worth more than Meta by Christmas

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

Jun 16, 2026

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6 min read

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

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

Jun 12, 2026

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6 min read

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

A former Pentagon advisor on when China falls

Jun 9, 2026

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6 min read

A former Pentagon advisor on when China falls

The week companies started paying tokens more than people

Jun 5, 2026

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6 min read

The week companies started paying tokens more than people

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

Jun 2, 2026

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6 min read

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

Anthropic ate Palantir, Snowflake, and Databricks in one month

May 31, 2026

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6 min read

Anthropic ate Palantir, Snowflake, and Databricks in one month

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

May 30, 2026

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5 min read

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