Four Insights

March 2026

Anthropic Is Suing the Pentagon. OpenAI and Google Are Backing Them.

Watch now | Plus: Oracle under pressure with $100B in debt. Mira Murati's comeback with a gigawatt of Nvidia. And why Roy Lee is building the real…

Mar 10 • Matthew Parker

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24:43

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

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2

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15:24

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

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16:25

February 2026

$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

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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

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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

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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

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3

20:06

Earnings Week, Agentic Commerce, and the 40,000-Acre Problem

Watch now | Run of Show 001

Feb 23 • Matthew Parker

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10:55

December 2025

What I Read this Year — 2025

Key learnings from the books I read in 2025

Dec 30, 2025 • Matthew Parker

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November 2025

The AI Bubble is Getting Dangerous (Two Ways Companies Are Profiting)

Thursday, November 6th, 2025 — Free Edition

Nov 7, 2025 • Matthew Parker

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Why Galloway's Wrong About Men & Zohran Mamdani's Meteoric Rise

Wednesday, November 5, 2025 — Free Edition

Nov 6, 2025 • Matthew Parker

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