<![CDATA[Highly Leveraged]]>Highly Leveraged is your weekly market breakdown from the team at Barebone, the AI investment research terminal.

Every episode we analyse what moved the market, what insiders and elite investors are doing, and what could happen next, across earnings, geopolitics, tech and AI.

Hosted by Brian Tam, co-founder and CEO of Barebone, and Joshua Jooste, Head of Growth and Research at Barebone.

New episodes every weekly. Follow so you don't miss one.

Barebone puts institutional-grade research in everyone's hands. Start your 7-day free trial:

https://apps.apple.com/app/apple-store/id6737490098?pt=127405361&ct=Highly%20Leveraged%20Podcast&mt=8
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]]>https://barebone.aiRiverside.fm (https://riverside.com)Fri, 11 Sep 2026 02:52:13 GMTThu, 27 Aug 2026 11:14:05 GMT60Barebone<p>Highly Leveraged is your weekly market breakdown from the team at Barebone, the AI investment research terminal. <br /><br />Every episode we analyse what moved the market, what insiders and elite investors are doing, and what could happen next, across earnings, geopolitics, tech and AI.<br /></p><p>Hosted by Brian Tam, co-founder and CEO of Barebone, and Joshua Jooste, Head of Growth and Research at Barebone.<br /></p><p>New episodes every weekly. Follow so you don't miss one.<br /></p><p>Barebone puts institutional-grade research in everyone's hands. Start your 7-day free trial: <br /><br /><a rel="noopener noreferrer nofollow" href="https://apps.apple.com/app/apple-store/id6737490098?pt=127405361&amp;ct=Highly%20Leveraged%20Podcast&amp;mt=8" target="_blank">https://apps.apple.com/app/apple-store/id6737490098?pt=127405361&amp;ct=Highly%20Leveraged%20Podcast&amp;mt=8</a><br /><a rel="noopener noreferrer nofollow" href="https://play.google.com/store/apps/details?id=com.briiantam.bareboneai&amp;hl=en_US" target="_blank">https://play.google.com/store/apps/details?id=com.briiantam.bareboneai&amp;hl=en_US</a></p>episodicBareboneteam@barebone.aino<![CDATA[Ep 02: Nvidia's $13 Billion Deal, OpenAI's Agent Civilization, Apple's New CEO And Is GPT Astra AGI?]]>00:00 - GoPro, Allbirds and the "add AI to save the stock" playbook

01:30 - Nvidia's $12.9B Hugging Face deal and Kevin Durant's $60M payday

03:52 - Hugging Face as AI's distribution layer, and why Nvidia paid 86x revenue

06:18 - Nvidia's real goal: defending GPU demand from custom chips

08:34 - Open source, falling prices, and the enterprise security problem

14:44 - Why premium brands keep enterprise customers, and Anthropic's IPO plans

18:09 - HBM3 memory and CXMT's challenge to the bottleneck

20:18 - The AI agent attack on Hugging Face and OpenAI, and what it means for cyber

26:40 - Did the "agent civilization" story serve an AI marketing agenda?

34:24 - Why the hack was less sophisticated than the headlines

37:37 - Bernie Sanders, AI regulation, and why US rules could help China

45:19 - Offensive vs defensive agents, and CrowdStrike's data advantage

51:54 - Meta's Muse Spark, Google's Gemini Flash, OpenAI's GPT Astra

53:55 - How Meta funds AI differently, and what employee data reveals

59:33 - Meta's platform risk and the case for owning the models

01:04:09 - Why Google doesn't need the best frontier model

01:07:14 - GPT Astra's 3D reasoning, the AGI gap, and AI in game development

01:13:59 - Tim Cook's record, the handover, and John Ternus's engineering edge

01:23:01 - Apple's on-device AI, distribution control, and valuation

01:30:13 - Mac Mini agents, memory shortages, and pricier iPhones

Highly Leveraged is a finance and tech podcast hosted by Joshua and Brian Tam. Every episode breaks down the numbers behind the market moves, the companies building the future, and the trades everyone else talks about a week late. Produced by Barebone.

Download Barebone: https://apps.apple.com/app/apple-store/id6737490098?pt=127405361&ct=Highly%20Leveraged%20Podcast&mt=8

Follow us:

Barebone IG: https://www.instagram.com/barebone.ai

Joshua IG: https://www.instagram.com/joshua.jooste_/

Barebone X: https://x.com/BareboneTeam

]]>bebe9945-cd1d-432b-b4d2-01ff8080d0bcSun, 06 Sep 2026 19:52:17 GMT<p>00:00 - GoPro, Allbirds and the "add AI to save the stock" playbook</p><p>01:30 - Nvidia's $12.9B Hugging Face deal and Kevin Durant's $60M payday</p><p>03:52 - Hugging Face as AI's distribution layer, and why Nvidia paid 86x revenue</p><p>06:18 - Nvidia's real goal: defending GPU demand from custom chips</p><p>08:34 - Open source, falling prices, and the enterprise security problem</p><p>14:44 - Why premium brands keep enterprise customers, and Anthropic's IPO plans</p><p>18:09 - HBM3 memory and CXMT's challenge to the bottleneck</p><p>20:18 - The AI agent attack on Hugging Face and OpenAI, and what it means for cyber</p><p>26:40 - Did the "agent civilization" story serve an AI marketing agenda?</p><p>34:24 - Why the hack was less sophisticated than the headlines</p><p>37:37 - Bernie Sanders, AI regulation, and why US rules could help China</p><p>45:19 - Offensive vs defensive agents, and CrowdStrike's data advantage</p><p>51:54 - Meta's Muse Spark, Google's Gemini Flash, OpenAI's GPT Astra</p><p>53:55 - How Meta funds AI differently, and what employee data reveals</p><p>59:33 - Meta's platform risk and the case for owning the models</p><p>01:04:09 - Why Google doesn't need the best frontier model</p><p>01:07:14 - GPT Astra's 3D reasoning, the AGI gap, and AI in game development</p><p>01:13:59 - Tim Cook's record, the handover, and John Ternus's engineering edge</p><p>01:23:01 - Apple's on-device AI, distribution control, and valuation</p><p>01:30:13 - Mac Mini agents, memory shortages, and pricier iPhones<br /><br />Highly Leveraged is a finance and tech podcast hosted by Joshua and Brian Tam. Every episode breaks down the numbers behind the market moves, the companies building the future, and the trades everyone else talks about a week late. Produced by Barebone.<br /></p><p>Download Barebone: <a rel="noopener noreferrer nofollow" href="https://apps.apple.com/app/apple-store/id6737490098?pt=127405361&amp;ct=Highly%20Leveraged%20Podcast&amp;mt=8" target="_blank">https://apps.apple.com/app/apple-store/id6737490098?pt=127405361&amp;ct=Highly%20Leveraged%20Podcast&amp;mt=8</a><br /></p><p>Follow us:</p><p>Barebone IG: <a rel="noopener noreferrer nofollow" href="https://www.instagram.com/barebone.ai" target="_blank">https://www.instagram.com/barebone.ai</a></p><p>Joshua IG: <a rel="noopener noreferrer nofollow" href="https://www.instagram.com/joshua.jooste_/" target="_blank">https://www.instagram.com/joshua.jooste_/</a></p><p>Barebone X: <a rel="noopener noreferrer nofollow" href="https://x.com/BareboneTeam" target="_blank">https://x.com/BareboneTeam</a></p>no01:17:032Ep 02: Nvidia's $13 Billion Deal, OpenAI's Agent Civilization, Apple's New CEO And Is GPT Astra AGI?full<![CDATA[Nvidia's $96 Billion Quarter, Salesforce Surges 22% And Meta Avoids a $1.4 Trillion Dollar Fine]]>00:00 Nvidia's earnings blowout

03:24 The free cash flow and debt problem

36:07 What the Hugging Face deal means

43:03 Salesforce and the SaaS apocalypse

58:20 Meta's settlement and the AI upside

1:08:03 AI compute and model distribution

Highly Leveraged is a finance and tech podcast hosted by Joshua and Brian Tam. Every episode breaks down the numbers behind the market moves, the companies building the future, and the trades everyone else talks about a week late. Produced by Barebone.

Download Barebone: https://apps.apple.com/app/apple-store/id6737490098?pt=127405361&ct=Highly%20Leveraged%20Podcast&mt=8

Follow us:

Barebone's IG: https://www.instagram.com/barebone.ai

Joshua's IG: https://www.instagram.com/joshua.jooste_/

Barebone X: https://x.com/BareboneTeam

]]>aa04a788-fc85-4324-a031-6ec56c0fc5c2Mon, 31 Aug 2026 20:09:58 GMT<p>00:00 Nvidia's earnings blowout</p><p>03:24 The free cash flow and debt problem</p><p>36:07 What the Hugging Face deal means</p><p>43:03 Salesforce and the SaaS apocalypse</p><p>58:20 Meta's settlement and the AI upside</p><p>1:08:03 AI compute and model distribution<br /></p><p>Highly Leveraged is a finance and tech podcast hosted by Joshua and Brian Tam. Every episode breaks down the numbers behind the market moves, the companies building the future, and the trades everyone else talks about a week late. Produced by Barebone.<br /></p><p>Download Barebone: <a rel="noopener noreferrer nofollow" href="https://apps.apple.com/app/apple-store/id6737490098?pt=127405361&amp;ct=Highly%20Leveraged%20Podcast&amp;mt=8" target="_blank">https://apps.apple.com/app/apple-store/id6737490098?pt=127405361&amp;ct=Highly%20Leveraged%20Podcast&amp;mt=8</a><br /><br /></p><p>Follow us:</p><p>Barebone's IG: <a rel="noopener noreferrer nofollow" href="https://www.instagram.com/barebone.ai" target="_blank">https://www.instagram.com/barebone.ai</a></p><p>Joshua's IG: <a rel="noopener noreferrer nofollow" href="https://www.instagram.com/joshua.jooste_/" target="_blank">https://www.instagram.com/joshua.jooste_/</a></p><p>Barebone X: <a rel="noopener noreferrer nofollow" href="https://x.com/BareboneTeam" target="_blank">https://x.com/BareboneTeam</a></p>no01:16:421Nvidia's $96 Billion Quarter, Salesforce Surges 22% And Meta Avoids a $1.4 Trillion Dollar Finefull