#98: AI Agents, Software Collapse & the Next Tech Cycle
00:00 Why this AI cycle feels fundamentally different. 03:00 The shift from chatbots to fully autonomous AI agents. 07:00 Productivity explo...
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Double or Nothing! With Michael Frazis and Misha Saul
Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.
Double or Nothing! With Michael Frazis and Misha Saul Podcast Guide
Listen to Double or Nothing! With Michael Frazis and Misha Saul, a Business podcast by Michael Frazis. Stream 118 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 118 episodes#97: AI Has Entered the Takeoff Phase
00:00 Mike joins from Thailand and reflects on Southeast Asia’s scale, energy and contrasts. 02:00 This AI cycle feels fundamentally differe...
#96: 99% of people missed it. You have 33 minutes to catch up.
0:00 – Intro0:45 – The AI takeoff moment: why early 2026 feels different2:20 – From ChatGPT to agents: the real step-change in capability4:3...
#94: Nvidia’s Red Flags, NeoCloud Bubble & the Quiet Quant Crash
0:00 – Intro0:42 – Nvidia earnings: strong growth but odd details2:10 – Circular Nvidia deals: inventories, AR and “not-real” revenue4:40 –...
#95 Year-End Market: AI CapEx, Nvidia, Neo-Clouds & 2026 Setup | Frazis Capital Podcast
Why markets look “fine” but small caps are quietly crashing The brutal 50 - 60% wipeouts in quantum, nuclear & neo-cloud stocks How 2025 bec...
#93: Retail Driving Red-Hot Rally & the $10B Quest for the Holy Grail: Can Grail Change Cancer Detection?
0:00 – Intro: Mike & Ellianna catch up after Melbourne investor meetings 0:45 – Market update: Retail investors driving a red-hot rally 2:15...
Amplia Therapeutics with CEO Chris Burns
00:00 – Intro & welcome to Chris Burns, CEO of Amplia 02:00 – Why pancreatic cancer is so deadly & hard to diagnose 06:30 – Current treatmen...
#92: Syntara Phase 2 Success, Geopolitics and Uranium
Syntara’s highly anticipated Phase 2 results in myelofibrosis—what the data tells us, why the market sold off, and what might come next in t...
#91: ChatGPT v Google, SpaceX and Autonomous Driving
Learn more at: www.fraziscapitalpartners.comNvidia’s Q1 PerformanceImpact of the H20 Chip Ban on ChinaMary Meeker: Big Tech CapEx TrendsAuto...
#90: HIMS and Most Favoured Nation with Mike and Elle
HIMS, NU, MELI, AMD & Aussie Biotech
#89: Anteris CEO on the next generation of heart valves
Anteris CEO explains why their new biomimetic heart valve can take serious market share in a $10 billion market. It's currently implanted in...
#88: Big tech earnings! Does the market settle?
Mike and Ellianna discuss
#87 - Google earnings, and was that a low in semis and biotech?
#87 - Google earnings, and was that a low in semis and biotech? Mike and Ellianna discuss
#86: Mike and Ellianna discuss the latest market moves.
Mike and Ellianna discuss the latest market moves.Sections00:00 - US Tariffs and Market Reactions06:35 - Managing Risk12:41 - Opportunities...
Clarity Pharmaceuticals, with Dr Alan Taylor
00:00 Welcome Back and Market Overview03:05 Navigating the Macro Environment05:59 Company Developments and Fast Track Designations09:11 Shor...
Curing prostate cancer, with research superstar Professor Louise Emmett
00:00 - Introduction to Radiopharmaceuticals and PSMA 03:00 - Current State of PSMA in Prostate Cancer Treatment 06:04 - Comparative Analysi...
Equity sell off - the real deal? Strategy update from Michael Frazis
Equity sell off - the real deal? Strategy update from Michael Frazis
#82: A fresh look at true customer love and explosive growth, HIMS, Clarity Pharma and semis
00:0 True Customer Love and Explosive Growth02:05 - Portfolio update04:09 - Hims: A Case Study in True Customer Love and Explosive Growth07:...
#82: Ellianna joins to talk DeepSeek, winners and losers, and 2024 in review
#82: Ellianna joins to talk DeepSeek, winners and losers, and 2024 in review
#81: Deepseek Disruption
Timestamps 00:00 - The Rise of DeepSeek: A Game Changer in AI 02:52 - Impact on Valuations and Capital Expenditure 05:55 - Investment Strate...
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Double or Nothing! With Michael Frazis and Misha Saul is listed as a Business show. The show language is listed as English.
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What type of podcast is Double or Nothing! With Michael Frazis and Misha Saul?
Double or Nothing! With Michael Frazis and Misha Saul is listed as a Business show by Michael Frazis.
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