HeyJaredtrading places
a very bad 💩podcast about VC secondaries broken unicorns ❤️🩹🦄 & busted carry 📉🙈
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 15, 2026
Latest episodes
Meta's Muse Agent Hits #1, Anthropic Eyes a $2T IPO, a Fed Hike & Shield AI at $20B | Trading Places Podcast Ep49 ft. Dan Gray (Odin) (opens the original)
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In this episode of Trading Places, Dave McClure and Aman Verjee break down the week's biggest stories in tech and venture. First, the Fed's first rate hike under new chair Warsh and what >$90 oil could mean for the midterms. Then they get into Anthropic moving its IPO to November, OpenAI's potential $1.2 trillion pre-IPO round, and Aman's theory on the real reason AI giants are calling for regulation. They also cover Nscale's neocloud IPO, the growth of European AI with Mistral and Cohere, and M
AI Giants Hit the Breaks, Harvey AI Hits $15.5B, Oura Files for a $16B IPO and more w/ Dave McClure & Aman Verjee (opens the original)
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Dario Amodei says the industry needs to "pace the frontier." Sam Altman and Elon agreed. Dave and Aman aren't buying the official story. They break down why slowing down might be good for business, and why they would welcome government regulation. The macro backdrop compounds things. Oil's back over $100, the 10-year just touched 5% for the first time since 2023, and the national deficit keeps rising past $40 trillion. Dave and Aman debate whether Washington will ever get serious about the debt,
Anthropic's $30T Claim, NVIDIA's Blowout, and the AI Bubble Debate (opens the original)
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Anthropic had a massive week. The company is targeting $30 trillion in potential revenue, roughly the size of US GDP. A federal judge also struck down the Trump administration's attempt to label Anthropic a "supply chain risk,” a major hurdle cleared ahead of its IPO. The company also locked in a $45B compute deal with Enscale. Its AI infrastructure spending now tops $150B. Nvidia had a big week too. The company posted a blowout $96B Q2 and purchased Hugging Face for $13B. Dave and Aman break do
NVIDIA's AI Empire: Chips, Startups, and Jensen Huang's Endgame (opens the original)
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This week on Trading Places, Dave McClure and Aman Verjee break down Nvidia's expanding AI ecosystem, a billion-dollar stake plus exclusive licensing with Poolside, an investment in data supplier Mercor at $20B, and a bet on Perplexity as it raises at $30B. Plus: OpenAI's CFO signals a 2027 IPO, Chinese open-weight models overtake closed models in usage, the Cursor and OpenRouter deals officially close, investors cash out big while Sam Bankman Fried sits out his winnings in jail, fresh mega-roun
Anthropic vs. OpenAI: Inside the $2 Trillion IPO Race (opens the original)
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This week on Trading Places, Dave McClure and Aman Verjee break down the Anthropic roadshow numbers and leaked internal forecasts, Nvidia securing a $500B financing coalition of six Wall Street giants, and the SpaceX $60B acquisition of Cursor. Plus: the Canva growth slowdown rattles its IPO case, Databricks becomes a top-5 private company at $190B, and Aman celebrates the NYC launch of his new book, A Brief History of Financial Bubbles . 00:00 – cold open 00:45 – [ tech and vc news ] 00:56 – Am
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