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		<title>Edge Capital Insights</title>
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		<link>https://podcast.fetchlogic.net/podcasts/edge-capital-insights/</link>
		<description>Edge Capital Insights cuts through the noise of  financial media to deliver sharp, skeptical analysis at the intersection of technology and capital markets. Every episode, host Sloane breaks down the macro forces, corporate strategies, and market dynamics that serious investors need to understand — before the crowd catches on.
No hype. No filler. Just intelligence.</description>
		<lastBuildDate>Sun, 10 May 2026 08:08:03 +0000</lastBuildDate>
		<language>en-US</language>
		<copyright>© 2026 Edge Capital Insights. All rights reserved.</copyright>
		<itunes:subtitle>Sharp analysis for serious investors</itunes:subtitle>
		<itunes:author>Sloane</itunes:author>
		<itunes:type>episodic</itunes:type>
		<itunes:summary>Edge Capital Insights cuts through the noise of  financial media to deliver sharp, skeptical analysis at the intersection of technology and capital markets. Every episode, host Sloane breaks down the macro forces, corporate strategies, and market dynamics that serious investors need to understand — before the crowd catches on.
No hype. No filler. Just intelligence.</itunes:summary>
		<itunes:owner>
			<itunes:name>FetchLogic</itunes:name>
			<itunes:email>kfw0212@outlook.com</itunes:email>
		</itunes:owner>
		<itunes:explicit>false</itunes:explicit>
		<itunes:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/03/edge-capital-cover-scaled.jpeg"></itunes:image>
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				<url>https://podcast.fetchlogic.net/wp-content/uploads/2026/03/edge-capital-cover-scaled.jpeg</url>
				<title>Edge Capital Insights</title>
				<link>https://podcast.fetchlogic.net/podcasts/edge-capital-insights/</link>
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		<itunes:category text="Business">
			<itunes:category text="Investing"></itunes:category>
		</itunes:category>
		<googleplay:author><![CDATA[Sloane]]></googleplay:author>
			<googleplay:email>kfw0212@outlook.com</googleplay:email>			<googleplay:description>Edge Capital Insights cuts through the noise of  financial media to deliver sharp, skeptical analysis at the intersection of technology and capital markets. Every episode, host Sloane breaks down the macro forces, corporate strategies, and market dynamics that serious investors need to understand — before the crowd catches on.
No hype. No filler. Just intelligence.</googleplay:description>
			<googleplay:explicit>No</googleplay:explicit>
			<googleplay:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/03/edge-capital-cover-scaled.jpeg"></googleplay:image>
			<podcast:guid>7e2dbe00-fa42-5705-beff-1e945fc0890b</podcast:guid>
		
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<item>
	<title>The Stargate Mirage: $500B Pledge or the Grandest Press Release Ever?</title>
	<link>https://podcast.fetchlogic.net/podcast/stargate-ai-infrastructure-pledge-reality-check/</link>
	<pubDate>Sun, 10 May 2026 08:08:03 +0000</pubDate>
	<dc:creator><![CDATA[Sloane]]></dc:creator>
	<guid isPermaLink="false">https://podcast.fetchlogic.net/podcast/stargate-ai-infrastructure-pledge-reality-check/</guid>
	<description><![CDATA[The tech industry just pledged $500 billion for US AI infrastructure—a number that dwarfs the entire Interstate Highway System. But history shows 75% of major tech capital pledges get repackaged as existing spending plans dressed in bigger numbers. We examine what's real capital deployment versus po]]></description>
	<itunes:subtitle><![CDATA[The tech industry just pledged $500 billion for US AI infrastructure—a number that dwarfs the entire Interstate Highway System. But history shows 75% of major tech capital pledges get repackaged as existing spending plans dressed in bigger numbers. We ex]]></itunes:subtitle>
	<content:encoded><![CDATA[The tech industry just pledged $500 billion for US AI infrastructure—a number that dwarfs the entire Interstate Highway System. But history shows 75% of major tech capital pledges get repackaged as existing spending plans dressed in bigger numbers. We examine what's real capital deployment versus po]]></content:encoded>
	<enclosure url="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/stargate-ai-infrastructure-pledge-reality-check.mp3" length="12394773" type="audio/mpeg"></enclosure>
	<itunes:summary><![CDATA[The tech industry just pledged $500 billion for US AI infrastructure—a number that dwarfs the entire Interstate Highway System. But history shows 75% of major tech capital pledges get repackaged as existing spending plans dressed in bigger numbers. We examine what's real capital deployment versus po]]></itunes:summary>
	<itunes:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/stargate-ai-infrastructure-pledge-reality-check.jpg"></itunes:image>
	<image>
		<url>https://podcast.fetchlogic.net/wp-content/uploads/2026/05/stargate-ai-infrastructure-pledge-reality-check.jpg</url>
		<title>The Stargate Mirage: $500B Pledge or the Grandest Press Release Ever?</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>00:12:54</itunes:duration>
	<itunes:author><![CDATA[Sloane]]></itunes:author>	<googleplay:description><![CDATA[The tech industry just pledged $500 billion for US AI infrastructure—a number that dwarfs the entire Interstate Highway System. But history shows 75% of major tech capital pledges get repackaged as existing spending plans dressed in bigger numbers. We examine what's real capital deployment versus po]]></googleplay:description>
	<googleplay:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/stargate-ai-infrastructure-pledge-reality-check.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>

<item>
	<title>The GPU Watching Business Just Became Real. Wall Street Priced Five Years Overnight.</title>
	<link>https://podcast.fetchlogic.net/podcast/datadog-gpu-monitoring-ai-infrastructure-supercycle/</link>
	<pubDate>Sat, 09 May 2026 10:13:42 +0000</pubDate>
	<dc:creator><![CDATA[Sloane]]></dc:creator>
	<guid isPermaLink="false">https://podcast.fetchlogic.net/podcast/datadog-gpu-monitoring-ai-infrastructure-supercycle/</guid>
	<description><![CDATA[Datadog's 30% single-day stock surge after printing $1B in quarterly revenue signals the infrastructure software layer of AI is finally converting hype into repeatable enterprise revenue. Two eight-figure deals with hyperscalers monitoring GPU training grids prove observability isn't theoretical any]]></description>
	<itunes:subtitle><![CDATA[Datadogs 30% single-day stock surge after printing $1B in quarterly revenue signals the infrastructure software layer of AI is finally converting hype into repeatable enterprise revenue. Two eight-figure deals with hyperscalers monitoring GPU training gr]]></itunes:subtitle>
	<content:encoded><![CDATA[Datadog's 30% single-day stock surge after printing $1B in quarterly revenue signals the infrastructure software layer of AI is finally converting hype into repeatable enterprise revenue. Two eight-figure deals with hyperscalers monitoring GPU training grids prove observability isn't theoretical any]]></content:encoded>
	<enclosure url="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/datadog-gpu-monitoring-ai-infrastructure-supercycle.mp3" length="14367426" type="audio/mpeg"></enclosure>
	<itunes:summary><![CDATA[Datadog's 30% single-day stock surge after printing $1B in quarterly revenue signals the infrastructure software layer of AI is finally converting hype into repeatable enterprise revenue. Two eight-figure deals with hyperscalers monitoring GPU training grids prove observability isn't theoretical any]]></itunes:summary>
	<itunes:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/datadog-gpu-monitoring-ai-infrastructure-supercycle.jpg"></itunes:image>
	<image>
		<url>https://podcast.fetchlogic.net/wp-content/uploads/2026/05/datadog-gpu-monitoring-ai-infrastructure-supercycle.jpg</url>
		<title>The GPU Watching Business Just Became Real. Wall Street Priced Five Years Overnight.</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>00:14:57</itunes:duration>
	<itunes:author><![CDATA[Sloane]]></itunes:author>	<googleplay:description><![CDATA[Datadog's 30% single-day stock surge after printing $1B in quarterly revenue signals the infrastructure software layer of AI is finally converting hype into repeatable enterprise revenue. Two eight-figure deals with hyperscalers monitoring GPU training grids prove observability isn't theoretical any]]></googleplay:description>
	<googleplay:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/datadog-gpu-monitoring-ai-infrastructure-supercycle.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>

<item>
	<title>The 0.7% Problem: GameStop&#8217;s eBay Bid Exposes Crypto M&#038;A&#8217;s Fatal Flaw</title>
	<link>https://podcast.fetchlogic.net/podcast/gamestop-ebay-bitcoin-treasury-manda/</link>
	<pubDate>Tue, 05 May 2026 10:13:53 +0000</pubDate>
	<dc:creator><![CDATA[Sloane]]></dc:creator>
	<guid isPermaLink="false">https://podcast.fetchlogic.net/podcast/gamestop-ebay-bitcoin-treasury-manda/</guid>
	<description><![CDATA[GameStop's $55.5B eBay bid rests on a Bitcoin treasury worth just $368M—less than 0.7% of the deal. This episode decodes whether Ryan Cohen has weaponized crypto as legitimate M&A currency or orchestrated the most expensive retail stock promotion ever. We examine how MicroStrategy proved the playboo]]></description>
	<itunes:subtitle><![CDATA[GameStops $55.5B eBay bid rests on a Bitcoin treasury worth just $368M—less than 0.7% of the deal. This episode decodes whether Ryan Cohen has weaponized crypto as legitimate M&A currency or orchestrated the most expensive retail stock promotion ever. We]]></itunes:subtitle>
	<content:encoded><![CDATA[GameStop's $55.5B eBay bid rests on a Bitcoin treasury worth just $368M—less than 0.7% of the deal. This episode decodes whether Ryan Cohen has weaponized crypto as legitimate M&A currency or orchestrated the most expensive retail stock promotion ever. We examine how MicroStrategy proved the playboo]]></content:encoded>
	<enclosure url="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/gamestop-ebay-bitcoin-treasury-manda.mp3" length="15829698" type="audio/mpeg"></enclosure>
	<itunes:summary><![CDATA[GameStop's $55.5B eBay bid rests on a Bitcoin treasury worth just $368M—less than 0.7% of the deal. This episode decodes whether Ryan Cohen has weaponized crypto as legitimate M&A currency or orchestrated the most expensive retail stock promotion ever. We examine how MicroStrategy proved the playboo]]></itunes:summary>
	<itunes:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/gamestop-ebay-bitcoin-treasury-manda.jpg"></itunes:image>
	<image>
		<url>https://podcast.fetchlogic.net/wp-content/uploads/2026/05/gamestop-ebay-bitcoin-treasury-manda.jpg</url>
		<title>The 0.7% Problem: GameStop&#8217;s eBay Bid Exposes Crypto M&#038;A&#8217;s Fatal Flaw</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>00:16:29</itunes:duration>
	<itunes:author><![CDATA[Sloane]]></itunes:author>	<googleplay:description><![CDATA[GameStop's $55.5B eBay bid rests on a Bitcoin treasury worth just $368M—less than 0.7% of the deal. This episode decodes whether Ryan Cohen has weaponized crypto as legitimate M&A currency or orchestrated the most expensive retail stock promotion ever. We examine how MicroStrategy proved the playboo]]></googleplay:description>
	<googleplay:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/gamestop-ebay-bitcoin-treasury-manda.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>

<item>
	<title>The Trillion-Dollar Receipts Nobody Questions: Tether&#8217;s Silent Power</title>
	<link>https://podcast.fetchlogic.net/podcast/tether-treasury-monopoly-stablecoin-risk/</link>
	<pubDate>Mon, 04 May 2026 10:50:09 +0000</pubDate>
	<dc:creator><![CDATA[Sloane]]></dc:creator>
	<guid isPermaLink="false">https://podcast.fetchlogic.net/podcast/tether-treasury-monopoly-stablecoin-risk/</guid>
	<description><![CDATA[Tether isn't a bank. It isn't regulated like one. Yet it holds $141 billion in US Treasuries—more than most central banks—and generated $1.04 billion in quarterly profit from an infrastructure monopoly nobody is discussing. We examine how a company registered in the British Virgin Islands became the]]></description>
	<itunes:subtitle><![CDATA[Tether isnt a bank. It isnt regulated like one. Yet it holds $141 billion in US Treasuries—more than most central banks—and generated $1.04 billion in quarterly profit from an infrastructure monopoly nobody is discussing. We examine how a company registe]]></itunes:subtitle>
	<content:encoded><![CDATA[Tether isn't a bank. It isn't regulated like one. Yet it holds $141 billion in US Treasuries—more than most central banks—and generated $1.04 billion in quarterly profit from an infrastructure monopoly nobody is discussing. We examine how a company registered in the British Virgin Islands became the]]></content:encoded>
	<enclosure url="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/tether-treasury-monopoly-stablecoin-risk.mp3" length="17474415" type="audio/mpeg"></enclosure>
	<itunes:summary><![CDATA[Tether isn't a bank. It isn't regulated like one. Yet it holds $141 billion in US Treasuries—more than most central banks—and generated $1.04 billion in quarterly profit from an infrastructure monopoly nobody is discussing. We examine how a company registered in the British Virgin Islands became the]]></itunes:summary>
	<itunes:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/tether-treasury-monopoly-stablecoin-risk.jpg"></itunes:image>
	<image>
		<url>https://podcast.fetchlogic.net/wp-content/uploads/2026/05/tether-treasury-monopoly-stablecoin-risk.jpg</url>
		<title>The Trillion-Dollar Receipts Nobody Questions: Tether&#8217;s Silent Power</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>00:18:12</itunes:duration>
	<itunes:author><![CDATA[Sloane]]></itunes:author>	<googleplay:description><![CDATA[Tether isn't a bank. It isn't regulated like one. Yet it holds $141 billion in US Treasuries—more than most central banks—and generated $1.04 billion in quarterly profit from an infrastructure monopoly nobody is discussing. We examine how a company registered in the British Virgin Islands became the]]></googleplay:description>
	<googleplay:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/tether-treasury-monopoly-stablecoin-risk.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>

<item>
	<title>The Ontology Trap: Why Palantir&#8217;s Pricing Power Might Actually Be Real</title>
	<link>https://podcast.fetchlogic.net/podcast/palantir-ontology-pricing-power-ai/</link>
	<pubDate>Mon, 04 May 2026 08:08:06 +0000</pubDate>
	<dc:creator><![CDATA[Sloane]]></dc:creator>
	<guid isPermaLink="false">https://podcast.fetchlogic.net/podcast/palantir-ontology-pricing-power-ai/</guid>
	<description><![CDATA[Palantir is charging sixty times forward revenue while the rest of enterprise software watches margins collapse. The difference isn't the AI model—it's the switching cost. By building an irreplaceable data-modeling layer that locks customers into years of institutional knowledge, Palantir may have s]]></description>
	<itunes:subtitle><![CDATA[Palantir is charging sixty times forward revenue while the rest of enterprise software watches margins collapse. The difference isnt the AI model—its the switching cost. By building an irreplaceable data-modeling layer that locks customers into years of ]]></itunes:subtitle>
	<content:encoded><![CDATA[Palantir is charging sixty times forward revenue while the rest of enterprise software watches margins collapse. The difference isn't the AI model—it's the switching cost. By building an irreplaceable data-modeling layer that locks customers into years of institutional knowledge, Palantir may have s]]></content:encoded>
	<enclosure url="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/palantir-ontology-pricing-power-ai.mp3" length="14424213" type="audio/mpeg"></enclosure>
	<itunes:summary><![CDATA[Palantir is charging sixty times forward revenue while the rest of enterprise software watches margins collapse. The difference isn't the AI model—it's the switching cost. By building an irreplaceable data-modeling layer that locks customers into years of institutional knowledge, Palantir may have s]]></itunes:summary>
	<itunes:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/palantir-ontology-pricing-power-ai.jpg"></itunes:image>
	<image>
		<url>https://podcast.fetchlogic.net/wp-content/uploads/2026/05/palantir-ontology-pricing-power-ai.jpg</url>
		<title>The Ontology Trap: Why Palantir&#8217;s Pricing Power Might Actually Be Real</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>00:15:01</itunes:duration>
	<itunes:author><![CDATA[Sloane]]></itunes:author>	<googleplay:description><![CDATA[Palantir is charging sixty times forward revenue while the rest of enterprise software watches margins collapse. The difference isn't the AI model—it's the switching cost. By building an irreplaceable data-modeling layer that locks customers into years of institutional knowledge, Palantir may have s]]></googleplay:description>
	<googleplay:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/palantir-ontology-pricing-power-ai.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>

<item>
	<title>Who Pays When Your Agent Goes Rogue? Stripe&#8217;s Liability Trap</title>
	<link>https://podcast.fetchlogic.net/podcast/stripe-agent-payments-liability/</link>
	<pubDate>Fri, 01 May 2026 08:08:20 +0000</pubDate>
	<dc:creator><![CDATA[Sloane]]></dc:creator>
	<guid isPermaLink="false">https://podcast.fetchlogic.net/podcast/stripe-agent-payments-liability/</guid>
	<description><![CDATA[Stripe just handed AI agents their own payment wallets—autonomous software that books flights, rents cars, and spends real money with zero human approval. The bull case is clean: agents will reshape B2B commerce, and whoever owns their payment rails owns a $15T market. The bear case is messier: when]]></description>
	<itunes:subtitle><![CDATA[Stripe just handed AI agents their own payment wallets—autonomous software that books flights, rents cars, and spends real money with zero human approval. The bull case is clean: agents will reshape B2B commerce, and whoever owns their payment rails owns]]></itunes:subtitle>
	<content:encoded><![CDATA[Stripe just handed AI agents their own payment wallets—autonomous software that books flights, rents cars, and spends real money with zero human approval. The bull case is clean: agents will reshape B2B commerce, and whoever owns their payment rails owns a $15T market. The bear case is messier: when]]></content:encoded>
	<enclosure url="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/stripe-agent-payments-liability.mp3" length="13896981" type="audio/mpeg"></enclosure>
	<itunes:summary><![CDATA[Stripe just handed AI agents their own payment wallets—autonomous software that books flights, rents cars, and spends real money with zero human approval. The bull case is clean: agents will reshape B2B commerce, and whoever owns their payment rails owns a $15T market. The bear case is messier: when]]></itunes:summary>
	<itunes:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/stripe-agent-payments-liability.jpg"></itunes:image>
	<image>
		<url>https://podcast.fetchlogic.net/wp-content/uploads/2026/05/stripe-agent-payments-liability.jpg</url>
		<title>Who Pays When Your Agent Goes Rogue? Stripe&#8217;s Liability Trap</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>00:14:28</itunes:duration>
	<itunes:author><![CDATA[Sloane]]></itunes:author>	<googleplay:description><![CDATA[Stripe just handed AI agents their own payment wallets—autonomous software that books flights, rents cars, and spends real money with zero human approval. The bull case is clean: agents will reshape B2B commerce, and whoever owns their payment rails owns a $15T market. The bear case is messier: when]]></googleplay:description>
	<googleplay:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/stripe-agent-payments-liability.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>

<item>
	<title>Why Amazon Bet $20B on Anthropic&#8217;s Failure</title>
	<link>https://podcast.fetchlogic.net/podcast/amazon-anthropic-convertible-debt-ai-infrastructure/</link>
	<pubDate>Fri, 01 May 2026 06:56:03 +0000</pubDate>
	<dc:creator><![CDATA[Sloane]]></dc:creator>
	<guid isPermaLink="false">https://podcast.fetchlogic.net/podcast/amazon-anthropic-convertible-debt-ai-infrastructure/</guid>
	<description><![CDATA[Amazon's $20 billion convertible financing to Anthropic isn't a bet on Claude becoming the dominant AI model—it's a bet that frontier models will commoditize, and whoever controls the infrastructure wins. By structuring the deal as debt with equity optionality tied to a $900B valuation target, Amazo]]></description>
	<itunes:subtitle><![CDATA[Amazons $20 billion convertible financing to Anthropic isnt a bet on Claude becoming the dominant AI model—its a bet that frontier models will commoditize, and whoever controls the infrastructure wins. By structuring the deal as debt with equity optional]]></itunes:subtitle>
	<content:encoded><![CDATA[Amazon's $20 billion convertible financing to Anthropic isn't a bet on Claude becoming the dominant AI model—it's a bet that frontier models will commoditize, and whoever controls the infrastructure wins. By structuring the deal as debt with equity optionality tied to a $900B valuation target, Amazo]]></content:encoded>
	<enclosure url="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/amazon-anthropic-convertible-debt-ai-infrastructure.mp3" length="13600149" type="audio/mpeg"></enclosure>
	<itunes:summary><![CDATA[Amazon's $20 billion convertible financing to Anthropic isn't a bet on Claude becoming the dominant AI model—it's a bet that frontier models will commoditize, and whoever controls the infrastructure wins. By structuring the deal as debt with equity optionality tied to a $900B valuation target, Amazo]]></itunes:summary>
	<itunes:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/amazon-anthropic-convertible-debt-ai-infrastructure.jpg"></itunes:image>
	<image>
		<url>https://podcast.fetchlogic.net/wp-content/uploads/2026/05/amazon-anthropic-convertible-debt-ai-infrastructure.jpg</url>
		<title>Why Amazon Bet $20B on Anthropic&#8217;s Failure</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>00:14:09</itunes:duration>
	<itunes:author><![CDATA[Sloane]]></itunes:author>	<googleplay:description><![CDATA[Amazon's $20 billion convertible financing to Anthropic isn't a bet on Claude becoming the dominant AI model—it's a bet that frontier models will commoditize, and whoever controls the infrastructure wins. By structuring the deal as debt with equity optionality tied to a $900B valuation target, Amazo]]></googleplay:description>
	<googleplay:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/05/amazon-anthropic-convertible-debt-ai-infrastructure.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>

<item>
	<title>The $65B Gamble: Meta&#8217;s Bet Nobody Can Follow</title>
	<link>https://podcast.fetchlogic.net/podcast/meta-ai-infrastructure-bet-market-reaction/</link>
	<pubDate>Tue, 28 Apr 2026 03:56:54 +0000</pubDate>
	<dc:creator><![CDATA[Sloane]]></dc:creator>
	<guid isPermaLink="false">https://podcast.fetchlogic.net/podcast/meta-ai-infrastructure-bet-market-reaction/</guid>
	<description><![CDATA[Meta just announced a sixty-five billion dollar capital spending plan—a sixty-five percent spike that evaporated two hundred billion in market value overnight. But ten thousand enterprises are already reporting twenty-five percent productivity gains from Meta's Llama AI model. So is this visionary i]]></description>
	<itunes:subtitle><![CDATA[Meta just announced a sixty-five billion dollar capital spending plan—a sixty-five percent spike that evaporated two hundred billion in market value overnight. But ten thousand enterprises are already reporting twenty-five percent productivity gains from]]></itunes:subtitle>
	<content:encoded><![CDATA[Meta just announced a sixty-five billion dollar capital spending plan—a sixty-five percent spike that evaporated two hundred billion in market value overnight. But ten thousand enterprises are already reporting twenty-five percent productivity gains from Meta's Llama AI model. So is this visionary i]]></content:encoded>
	<enclosure url="https://podcast.fetchlogic.net/wp-content/uploads/2026/04/meta-ai-infrastructure-bet-market-reaction.mp3" length="10776507" type="audio/mpeg"></enclosure>
	<itunes:summary><![CDATA[Meta just announced a sixty-five billion dollar capital spending plan—a sixty-five percent spike that evaporated two hundred billion in market value overnight. But ten thousand enterprises are already reporting twenty-five percent productivity gains from Meta's Llama AI model. So is this visionary i]]></itunes:summary>
	<itunes:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/04/meta-ai-infrastructure-bet-market-reaction.jpg"></itunes:image>
	<image>
		<url>https://podcast.fetchlogic.net/wp-content/uploads/2026/04/meta-ai-infrastructure-bet-market-reaction.jpg</url>
		<title>The $65B Gamble: Meta&#8217;s Bet Nobody Can Follow</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>00:11:13</itunes:duration>
	<itunes:author><![CDATA[Sloane]]></itunes:author>	<googleplay:description><![CDATA[Meta just announced a sixty-five billion dollar capital spending plan—a sixty-five percent spike that evaporated two hundred billion in market value overnight. But ten thousand enterprises are already reporting twenty-five percent productivity gains from Meta's Llama AI model. So is this visionary i]]></googleplay:description>
	<googleplay:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/04/meta-ai-infrastructure-bet-market-reaction.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>

<item>
	<title>Google&#8217;s Five Gigawatt Panic: The Anthropic Bet That Changes Everything</title>
	<link>https://podcast.fetchlogic.net/podcast/google-anthropic-five-gigawatt-infrastructure-bet-2026/</link>
	<pubDate>Sun, 26 Apr 2026 11:01:03 +0000</pubDate>
	<dc:creator><![CDATA[Sloane]]></dc:creator>
	<guid isPermaLink="false">https://podcast.fetchlogic.net/podcast/google-anthropic-five-gigawatt-infrastructure-bet-2026/</guid>
	<description><![CDATA[Google just committed five gigawatts of computing power to Anthropic—enough to power San Francisco—in what may be either the most strategically brilliant move in AI infrastructure or a $40 billion panic response to DeepSeek's efficiency claims and cracks in the OpenAI-Microsoft relationship. We brea]]></description>
	<itunes:subtitle><![CDATA[Google just committed five gigawatts of computing power to Anthropic—enough to power San Francisco—in what may be either the most strategically brilliant move in AI infrastructure or a $40 billion panic response to DeepSeeks efficiency claims and cracks ]]></itunes:subtitle>
	<content:encoded><![CDATA[Google just committed five gigawatts of computing power to Anthropic—enough to power San Francisco—in what may be either the most strategically brilliant move in AI infrastructure or a $40 billion panic response to DeepSeek's efficiency claims and cracks in the OpenAI-Microsoft relationship. We brea]]></content:encoded>
	<enclosure url="https://podcast.fetchlogic.net/wp-content/uploads/2026/04/google-anthropic-five-gigawatt-infrastructure-bet-2026.mp3" length="18561135" type="audio/mpeg"></enclosure>
	<itunes:summary><![CDATA[Google just committed five gigawatts of computing power to Anthropic—enough to power San Francisco—in what may be either the most strategically brilliant move in AI infrastructure or a $40 billion panic response to DeepSeek's efficiency claims and cracks in the OpenAI-Microsoft relationship. We brea]]></itunes:summary>
	<itunes:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/04/google-anthropic-five-gigawatt-infrastructure-bet-2026.jpg"></itunes:image>
	<image>
		<url>https://podcast.fetchlogic.net/wp-content/uploads/2026/04/google-anthropic-five-gigawatt-infrastructure-bet-2026.jpg</url>
		<title>Google&#8217;s Five Gigawatt Panic: The Anthropic Bet That Changes Everything</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>00:19:20</itunes:duration>
	<itunes:author><![CDATA[Sloane]]></itunes:author>	<googleplay:description><![CDATA[Google just committed five gigawatts of computing power to Anthropic—enough to power San Francisco—in what may be either the most strategically brilliant move in AI infrastructure or a $40 billion panic response to DeepSeek's efficiency claims and cracks in the OpenAI-Microsoft relationship. We brea]]></googleplay:description>
	<googleplay:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/04/google-anthropic-five-gigawatt-infrastructure-bet-2026.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>

<item>
	<title>The Valuation Trap: Why SpaceX&#8217;s IPO Structure Screams Control, Not Capital</title>
	<link>https://podcast.fetchlogic.net/podcast/spacex-ipo-banking-structure-disclosure-control/</link>
	<pubDate>Sun, 26 Apr 2026 11:00:58 +0000</pubDate>
	<dc:creator><![CDATA[Sloane]]></dc:creator>
	<guid isPermaLink="false">https://podcast.fetchlogic.net/podcast/spacex-ipo-banking-structure-disclosure-control/</guid>
	<description><![CDATA[SpaceX's Project Apex IPO isn't structured to maximize valuation—it's architected to control disclosure. While Wall Street obsesses over $200-300B valuations, the real story is how three megabanks carved up mandate specificity into control architecture. Starlink's revenue projections assume 50% cost]]></description>
	<itunes:subtitle><![CDATA[SpaceXs Project Apex IPO isnt structured to maximize valuation—its architected to control disclosure. While Wall Street obsesses over $200-300B valuations, the real story is how three megabanks carved up mandate specificity into control architecture. Sta]]></itunes:subtitle>
	<content:encoded><![CDATA[SpaceX's Project Apex IPO isn't structured to maximize valuation—it's architected to control disclosure. While Wall Street obsesses over $200-300B valuations, the real story is how three megabanks carved up mandate specificity into control architecture. Starlink's revenue projections assume 50% cost]]></content:encoded>
	<enclosure url="https://podcast.fetchlogic.net/wp-content/uploads/2026/04/spacex-ipo-banking-structure-disclosure-control.mp3" length="15842280" type="audio/mpeg"></enclosure>
	<itunes:summary><![CDATA[SpaceX's Project Apex IPO isn't structured to maximize valuation—it's architected to control disclosure. While Wall Street obsesses over $200-300B valuations, the real story is how three megabanks carved up mandate specificity into control architecture. Starlink's revenue projections assume 50% cost]]></itunes:summary>
	<itunes:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/04/spacex-ipo-banking-structure-disclosure-control.jpg"></itunes:image>
	<image>
		<url>https://podcast.fetchlogic.net/wp-content/uploads/2026/04/spacex-ipo-banking-structure-disclosure-control.jpg</url>
		<title>The Valuation Trap: Why SpaceX&#8217;s IPO Structure Screams Control, Not Capital</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>00:16:30</itunes:duration>
	<itunes:author><![CDATA[Sloane]]></itunes:author>	<googleplay:description><![CDATA[SpaceX's Project Apex IPO isn't structured to maximize valuation—it's architected to control disclosure. While Wall Street obsesses over $200-300B valuations, the real story is how three megabanks carved up mandate specificity into control architecture. Starlink's revenue projections assume 50% cost]]></googleplay:description>
	<googleplay:image href="https://podcast.fetchlogic.net/wp-content/uploads/2026/04/spacex-ipo-banking-structure-disclosure-control.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>
	</channel>
</rss>
