Being Exponential With Luke Lango

In this special New Year update of Being Exponential, Luke Lango jumps on for a solo market briefing after one of the most chaotic first weeks to a year in recent memory.

While headlines scream about volatility and an “AI bubble,” Luke explains why AI remains the North Star of the market — backed by strong earnings, accelerating chip innovation, rising data-center demand, and major breakthroughs in humanoid robotics, autonomous vehicles, and large language models.

But something has changed.

Luke breaks down why we’re entering a new market regime in 2026...

Duration: 00:18:51

Markets are choppy, nerves are fraying, and the AI trade just can’t seem to catch a break. Every rally feels like a head fake, and the cries of an “AI bubble” are getting louder. In this episode of Being Exponential, we confront the doubt head-on — should we actually be worried, or is this exactly what an exponential transition is supposed to feel like?

We zoom out for a macro check-in, digging into the latest economic signals: the November Jobs Report, a CNBC survey pointing to slower consumer spending, and a Fortune article highlighting Gen Z fatigue and the...

Duration: 01:08:40

In this episode of Being Exponential, we break down another wild week in markets, tech, and the future of everything.

We kick things off with the surprising Netflix–Warner Bros deal — what it means for streaming wars, content libraries, and the next phase of entertainment consolidation.

Then we dive into the new OpenAI survey, unpacking what it reveals about public perception, industry adoption, and where AI sentiment is heading next.

Crypto fans, we’ve got you too: Bitcoin is bouncing back, and we discuss whether this is the st...

Duration: 00:53:58

In this episode of Being Exponential, we take a wide-angle view of the accelerating forces shaping markets, technology, and the future of work.

We kick things off with the question on every investor’s mind: has the market finally turned a corner, or is the optimism just a head fake? With year-end approaching, we break down the signals, the sentiment, and whether a true “Santa Rally” might be gearing up on Wall Street.

Next, we dive into the escalating Google TPU vs. NVIDIA GPU drama. With Google making bold claims about its custom silicon and NVIDIA...

Duration: 00:58:00

We're taking off this week but couldn't leave you without a quick market update. The market is bouncing back so there probably isn't a better time to buy the dip, remember we don't catching falling knives! And speaking of knives, we can't stress the importance of taking time off and spending time with your loved ones especially over a big meal. 

We'll see you next week! 

Duration: 00:09:43

In this episode of Being Exponential, we’re breaking down the biggest stories shaping markets and technology right now.

Everyone’s talking about the AI bubble — is it about to burst, or is this just another dip before the next wave of exponential growth? We dig into what’s really happening behind the headlines and why the smartest money isn’t panicking.

Then we tackle the housing market crisis, exploring how high rates, tight supply, and shifting demographics are creating both chaos and opportunity.

We also dive into the rise of betting markets — how predicti...

Duration: 00:35:11

In this episode of Being Exponential, we break down a huge week in markets and tech — from surprising earnings to bold moves in the AI race. We dig into Michael Burry’s latest tweet on asset depreciation, why it matters for investors, and how it might signal a shift in market psychology.

We also dive into SoftBank going all-in with OpenAI, what their stake signals for the future of AGI, and why they may be trimming or selling their NVIDIA position. Is it portfolio rebalancing… or a strategic pivot?

Plus, we explore industries perfectly positioned for AI...

Duration: 00:55:58

In this episode of Being Exponential, we dive into one of the biggest weeks in markets this year — a week that saw Big Tech earnings, a Fed rate cut, and shifting signals across the AI and energy landscape. Five of the world’s largest companies — Meta, Alphabet, Amazon, Microsoft, and Apple — all reported results that beat expectations. Yet their stock reactions couldn’t have been more different: Meta and Microsoft sold off, Amazon and Alphabet rallied, and Apple stayed flat. What’s really going on here? Were these earnings good, bad, or just misunderstood?

We also break down the Fed...

Duration: 01:19:31

Welcome to Being Exponential , this week, we’re unpacking how the AI Boom is getting real — from Dell and Nvidia teaming up to deliver measurable ROI, to the browser transforming into the next AI battleground. We’ll break down why “Physical AI” is the next frontier (think nuclear, batteries, and robots), how crypto and quantum are accelerating again, and what cooling inflation means for the markets.

We’ll also talk about the quiet yellow flags — meme-stock vibes and record M&A — and what they mean for investors riding the AI wave.

It’s not hype anymore. The AI ec...

Duration: 00:59:19

In this episode of Being Exponential, we’re unpacking the stories driving innovation, markets, and the next wave of exponential growth. We start with Jamie Dimon’s “credit cockroaches” comment — what he meant, and how companies like First Brands and Tricolor are challenging old narratives in finance and redefining trust in underserved markets.

Then we zoom out to the global stage, where China’s restrictions on rare earth metals are shaking up the tech and energy industries. What does it mean for supply chains, AI hardware, and the race toward energ...

Duration: 00:57:07

In this episode of Being Exponential, we dive deep into the shifting tides of the modern financial and tech landscape. Is the AI boom turning into a bubble fueled by circular financial deals? We unpack the growing concerns around inflated valuations and capital recycling in the AI ecosystem.

We also explore the rise of decentralized betting markets like Polymarket and Kalshi, where real-world events meet on-chain speculation—reshaping how people hedge and predict outcomes.

Next, we break down CoreWeave’s rally and the broader breakout stock momentum, analyzing where investor enthusiasm is heading next. Then, we s...

Duration: 00:28:25

This week on Being Exponential, we’re diving deep into the state of AI stocks. Despite last week’s huge headlines — including the blockbuster deal between OpenAI and Nvidia — the broader AI market is struggling, with major names like Oklo, Bloom Energy, Astera Labs, Dave, Oracle, Credo, and IonQ all down double digits. Is this just a dip worth buying, or are we seeing early signs of the bubble finally cracking? We’ll talk about timelines, signals to watch (like the IPO market), and what might tip the scales over the next 12 months.

We’ll also dig into the Whi...

Duration: 01:13:54

Welcome back to Being Exponential – the show where we explore markets, technology, and the exponential forces shaping our future.

In this episode, we break down some of the most important trends shaping today’s economy and investment landscape. We start with the recessionary pressures hitting blue-collar sectors and what that might mean for the broader labor market. Then we cover the latest Fed updates, interest rate moves, and how monetary policy could impact inflation, growth, and stocks heading into 2025.

We also ask whether now is the time to buy the dip on Opendoor (OPEN stock), and...

Duration: 00:55:05

In this episode, we dive into the latest forces shaping markets and technology. We start with the Fed and whether its next moves could help fuel today’s rally. From there, we explore Opendoor, a stock that’s been on fire, and ask if the Fed could play a role in its momentum. Tesla takes center stage as Elon Musk makes his biggest insider purchase ever—$1 billion—and we discuss whether this signals the start of a major TSLA rally.

The conversation shifts to the cloud compute wars, with Nvidia striking a $6.3 billion deal with CoreWeave and Microsof...

Duration: 01:01:26

Luke recaps the All-In Summit from a self-driving Waymo and breaks down five big themes shaping the next year in tech and investing: physical AI, the shift to inferencing, tokenized private equity, nuclear + nat gas for AI data centers, and the space economy. We also cover the implications of the most recent job report and also hit Oracle’s monster move, hyperscaler compute shortages, and rapid-fire earnings (Planet Labs, Broadcom, Guidewire, Samsara). Big picture: stay bullish on AI—but watch the shot clock on market greed.

Duration: 00:42:13

Is the AI party already winding down? Nvidia just posted blowout earnings—yet the stock stalled. Palantir, Robinhood, CrowdStrike, Snowflake, and more are all sliding. Are we witnessing the early signs of an AI crash?

In this episode of Being Exponential, we dive into why stellar earnings may not be enough to sustain the boom, the “AI Jobs Apocalypse” and a new Stanford paper showing AI is already replacing workers, rapid reactions to big earnings reports, and the exponential potential of battery maker Enovix. We’ll also touch on the key exponential stocks to watch right now.

Duration: 01:25:04

Opendoor just ripped higher — but is it really just retail hype, or something much bigger? In this week’s Being Exponential, we break down why Opendoor might be the right stock at the right time, especially after Jerome Powell hinted at September rate cuts during Jackson Hole.

We go deeper into what Fed rate cuts mean for investors: which sectors could soar, why rate cuts are a powerful short-term tailwind, and how they may also set the stage for a bigger crash down the road.

Then we revisit the rare earth magnet (neomagnet) bull case — the ba...

Duration: 01:09:13

In this episode, we dive deep into some of the market’s hottest stories. Opendoor has suddenly become one of the most talked about stocks, but is this turnaround truly legitimate or just another GameStop moment? We then shift to Unity Software, which has quietly transformed from a sleeper pick at the crossroads of AI and AR/VR into a breakout star, gaining more than 100% in the past year. Hesai, the LiDAR supplier powering the rise of autonomous vehicles, is soaring after its latest earnings report—so the question now is whether the stock is still a buy or simp...

Duration: 01:21:22

OpenAI’s ChatGPT-5 has landed — delivering best-in-class intelligence while using surprisingly low compute. But could this breakthrough spell bad news for some AI stocks? Luke shares why this launch might usher in a whole new era for AI — one that reshapes the investing landscape.

We also rapid-fire through a jam-packed week of tech earnings: Palantir, Axon, AMD, Arista Networks, Astera Labs, Nebius, Uber, Opendoor, Shopify, AppLovin, Symbotic, Duolingo, Dutch Bros — and more.

We dive into Tesla’s latest twist as the Dojo supercomputer project is disbanded, yet the stock is rising, and explore the healthcare meltdown a...

Duration: 01:07:58

In this week’s Being Exponential, we tackle the hottest question on everyone’s mind: why has U.S. job growth stalled—are tariffs to blame, or has the AI Jobs Apocalypse quietly arrived? Luke and I debate what this means for Fed policy, rate cuts, and your career security in a world where algorithms keep getting smarter.

Then, it’s earnings season rapid-fire: from Meta, Microsoft, Amazon and Apple to Qualcomm and Arm, plus breakout (and breakdown) performances at Robinhood, Coinbase, Aurora and Reddit. We pull the key takeaways on whether corporate fundamentals can lift markets above th...

Duration: 01:48:34

On this episode of Being Exponential, we center the conversation around the most polarizing name in tech and mobility: Tesla. Is the tug-of-war between today’s wobbling EV business and tomorrow’s robotaxi/Optimus future resolvable—or is the market pricing in a disconnect too wide to bridge? From there, we run through earnings season with rapid-fire takes on big tech reports (Alphabet, ServiceNow, Spotify, SoFi, Rambus, Celestica) and ask: with cooling trade tensions and solid economic data, is the rally still intact?

We then dig into crypto—will digital assets ride the coattails of equities, and where th...

Duration: 01:14:21

On this week’s episode of Being Exponential, we kick off by asking: have humanoid robots truly arrived? Between Tesla’s Optimus serving popcorn to Elon Musk and China’s self-charging Walker S2 running 24/7, it sure feels like science fiction is becoming reality. We’ll explore what these breakthroughs mean for automation, labor and the companies racing to commercialize humanoids.

Next, we pivot to the attention economy—YouTube’s reign as “this generation’s TV” meets the rise of AI-generated video. How will Google’s data advantage and generative tools reshape entertainment, and where should investors position themselves? We’ll al...

Duration: 01:30:11

In this episode of Being Exponential, we unpack the week’s biggest moves at the intersection of geopolitics, tech and markets. First, MP Materials seals blockbuster rare-earth deals with the Pentagon and Apple—what does this mean for the next generation of humanoid robots (and your portfolio)? Then, we tackle the surprise spike in June inflation and the latest trade-war saber-rattling—why our AI-driven productivity thesis still points to a second-half market rally.

On the tech front, we share our first impressions of Musk’s Grok 4, debate the impact of Trump’s greenlight for Nvidia chip sales to China...

Duration: 01:11:39

This week on Being Exponential, we’re diving headfirst into the wildest intersections of AI, politics, and the future of humanity. First up: Elon Musk’s surprise launch of the “America Party”—a tech-first political movement that promises to slash government jobs and spendings with AI. Is this visionary or dystopian? We unpack what it really means for democracy and the looming “AI jobs apocalypse.”

Then, we shift to the markets and megacorps racing to dominate the AI ecosystem. From Musk’s Grok 4 debut and Zuckerberg’s superintelligence talent raids, to Sam Altman’s Project Stargate partnership with Oracle—discover...

Duration: 01:21:43

In this week’s episode of Being Exponential, we dig into the seismic economic shifts driven by AI and robotics—from Amazon’s million-strong robot workforce and humanoid soccer squads in China to Salesforce’s jaw-dropping claim that AI now handles half of its tasks. Luke breaks down the real-world implications for jobs, debt, and the brewing Musk vs. Trump feud over national finances. Then, we shift gears to the markets: why a red-hot 2025 second half is in sight, and how to build a robotaxi and eVTOL portfolio featuring names like JOBY. Plus, we explore the fusion of nuclear power an...

Duration: 01:28:18

On this week’s episode of Being Exponential, we unpack why stocks keep climbing even after U.S.–Iran missile strikes and a steep drop in oil prices, plus the latest whispers of a July rate cut. We revisit our nuclear-vs-natural-gas thesis for powering AI datacenters, explore defense-AI crossover opportunities, and explain why Cathie Wood’s ARK Innovation ETF is breaking out. Then, we break down Tesla’s Austin robotaxi debut—its triumphs and blunders—assess HIMS stock after the Novo Nordisk split, spotlight AI’s role in insurance with Lemonade and Oscar, and reveal why rare-earth magnets could drive the next...

Duration: 01:18:25

In this episode of Being Exponential, we dive into the real forces shaping markets right now—starting with geopolitics. With Iran and Israel exchanging missile fire and U.S. war odds surging, why aren’t stocks reacting more dramatically?

We also unpack:

The Fed’s upcoming rate decision: when’s the first cut?July 9th’s tariff pause deadline—should investors worry?Why nuclear energy and sovereign AI are the quiet winners of the tech boomA major shift in the AI chips market: from training to inferencingWhy Amazon and Walmart launching stablecoins could upend the payments worldPlus: m...

Duration: 01:22:00

Trade war headlines are back with a vengeance—illegal tariffs, steel taxes, court rulings—but should we really care? In this episode, we break down why these noisy headlines might be missing the bigger story: a tech-powered future that’s still charging forward.

We also dive into the recent Q1 GDP contraction, stalled stock rallies, and Nvidia’s blockbuster earnings. Plus, three tech megatrends you can’t ignore if you're hunting for the next 10x stock: quantum computing, humanoid robots, and flying cars (yes, really).

Duration: 01:08:05

On this episode of Being Exponential, we explore what happens when exponential tech collides with a volatile economy.

Trump's renewed tariff threats shook the markets—before backing off just as quickly. Consumer confidence just saw its first bounce in months—does that mean the economy is stabilizing? And as AI agents get smarter, are we entering a new era of job disruption?

We also dive deep into why AI glasses might mark the end of the smartphone era, plus take a look at some of the top exponential stocks shaping the future.

Tune in f...

Duration: 01:18:33

In this week’s episode, we dive into the chaos and clarity of today’s markets through the lens of exponential economics. From tariffs and inflation to AI’s real impact on jobs, we unpack what’s hype and what’s actually happening beneath the surface. We explore why markets bounced back so fast in 2025, the surprising resilience to Moody’s downgrade, and what Middle East AI deals might mean for the future of global tech alliances. Plus, we spotlight some of the wildest moving stocks—SEZL, DAVE, RUN, and more—and wrap with a fascinating cultural shift: Appstinence. Is ditching your...

Duration: 01:25:05