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15:24
Databricks Overtook Snowflake. Here's Why They Should IPO Before SpaceX.
Listen now | Plus: Anduril raises $4 billion while the Middle East burns. And Claude crashed because too many people want to use it.
Mar 4
•
Matthew Parker
1
1
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AI Is Replacing AND Augmenting Workers. Here's the Data.
Naval on software engineering. Anthropic vs. the Pentagon. And what the Dallas Fed just said about your job.
Mar 3
•
Matthew Parker
1
16:25
$110 Billion for OpenAI, 4,000 Jobs Gone at Block, and the $1.7 Billion Medicaid Fraud That Business Identity Could Have Caught
Watch now | Four Insights — Episode 005 | Saturday, February 29, 2026
Feb 28
•
Matthew Parker
1
1
16:10
Nvidia's $68 Billion Quarter, the $109 Million AI Lobbying War, and the Fintech Infrastructure Company You've Never Heard Of
Four Insights — Episode 004 | February 28, 2026
Feb 27
•
Matthew Parker
2
1
14:06
Stripe Could Buy PayPal for Less Than a Quarter of Its Own Valuation
Workday funds the AI pivot, Stripe circles PayPal, and two engineers built what the DOJ said was impossible.
Feb 25
•
Matthew Parker
3
2
18:38
The Through Line: Banking, AI Guardrails, and the Re-Plumbing of Payments
Watch now | FIS reports $2.7B in Q4 revenue, Anthropic faces Pentagon policy friction, and stablecoins keep eating B2B payment margins.
Feb 25
•
Matthew Parker
3
3
20:06
Earnings Week, Agentic Commerce, and the 40,000-Acre Problem
Watch now | Run of Show 001
Feb 23
•
Matthew Parker
2
10:55
What I Read this Year — 2025
Key learnings from the books I read in 2025
Dec 30, 2025
•
Matthew Parker
3
1
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