Michael Waitze
56 posts
@MichaelWaitze
Asia/US Tech Analysis, Founder Interviews, and Intelligent Daily Signals on AI, FinTech, and Infrastructure
AGTP Daily #50 - OpenAI Buys TBPN (Wait, What?), Explaining Anthropic's Claude Code Leak, Ask Michael Anything 00:00 OpenAI Bought TBPN?, Huh? 21:55 Claude Code Leak 35:45 Ask Michael Anything youtu.be/W8V_uy3DaVU
AGTP Daily #50 - OpenAI Buys TBPN (Wait, What?), Explaining Anthropic's Claude Code Leak, Ask Michael Anything 00:00 OpenAI Bought TBPN?, Huh? 21:55 Claude Code Leak 35:45 Ask Michael Anything youtu.be/W8V_uy3DaVU
AGTP Daily #49 - SpaceX IPO, Ask Michael Anything On today's show: 00:00 SpaceX Confidentially Filed for an IPO 21:20 Ask Michael Anything The discussion around the potential @SpaceX IPO is actually quite interesting including its broader implications for both the IPO market in general and the tech IPO market specifically. youtu.be/lkaTcCd8liQ
ATP Insights #11 - We discussed the real significance of @Microsoft announcing and making a $1BN investment in Thailand and how this changes the game in Southeast Asia as well. youtu.be/zC9uqv9B-Pg @couchbase @boomi @spiking @thailand
What's funny about taking life risk rather than financial risk is that if it doesn't go well, you're literally back in the same position that you started, except smarter. When u think about it like that, you want to cash in as many life lotto tickets as you can, not as few.
We did 1,017,917 views this month across @ATPinsights and @AGTPinsights 🥳 This is the first time we crossed 1 million views in a single month. For comparison, we did 2.7M views in all of 2025. I am super grateful for all of you who tune in to listen, it really means the world to us. To celebrate, I wanted to share a breakdown of what changed, what worked, and where we are focusing next to keep growing. 1. @MichaelWaitze is doing amazing work creating new segments on the show and improving the content consistently since the beginning of the year. We keep iterating to make every episode better, we still have more ideas but feel free to share your feedback with us too! We also went from publishing 1 episode a week last year, to publishing 7 episodes per week now: 2 on ATP, and 5 on AGTP (1 per day, Monday to Friday). 2. YouTube still dominates for us, reinforcing ATP as the largest tech show in Asia. AGTP is growing nicely too (though the competition is tough in the US!). ATP went from 250–300K views per month to 700K — huge growth. Mainly driven by 2 episodes per week (against 1 episode/week in 2025) + shorts + more amazing guests (from 1–2 per week to 6 this week alone). 3. Shorts are brand new for us, we never did them before. They brought us 230,647 views across YouTube and Instagram, basically "for free" since they are very easy to pull from each episode. 4. We do not pay any attention to Instagram. We just post the same short as YouTube, and that is an extra 81,747 views. Good to take! 5. LinkedIn is growing nicely, with a 14x increase for ATP (in February we got 1,685 impressions). AGTP just started this month. We really began doing more on both platforms in March, and results are very encouraging, especially for ATP. 6. Highest potential might be X. We never paid attention to it and only started 2 weeks ago, but the early results are very promising. Let's see at the end of April after a full month of creating content there. We will mainly focus on AGTP for now to learn how things work. My assumption is that X can eventually get bigger than YouTube in total impressions, but YouTube will still win in terms of impact — people spend a few seconds looking at a tweet compared to listening to an entire episode. Let me know if you like these breakdowns and what you would like to see. I may do a recap like this every month :) Thank you again to all our listeners for tuning in, we love bringing you these Tech stories every day!
AGTP Daily #48 - OpenAi Closes $122BN Round of Funding, PrismML Comes Out of Stealth, Could Change AI Economics We discussed @OpenAI finalizing its $122BN round and @PrismML coming out of stealth and the implications of its 1-Bit LLM. On today's show: 00:00 OpenAI Closes $122BN Round of Funding 05:00 PrismML Comes Out of Stealth, Could Change AI Economics 20:45 Ask Michael Anything 31:51 Erwan Menard, SVP of Crusoe Cloud at @CrusoeAI youtu.be/Xh8dfq8hXlI
AGTP #47 - We discussed why @SycamoreLabs was able to raise a $65MM seed round and the implications of @Starcloud_'s $170MM raise and finished off with some Ask Michael Anything. Here is the link to the YouTube episode: youtu.be/l5HAb5I2Wcc
New episode of @AGTPinsights. Thank you @RonfortMartin for inviting me to participate with questions and of course big thank you to @MichaelWaitze for answering them. It was a great episode and I am looking forward to new ones #TechCareers #AI #Fintech #Podcast
Chamath: AI Will Kill Brands, Only Abundance Wins The brands that bring abundance will win big. @chamath: “ If I had to bet, I'm going to bet that brands go to zero.” @Jason: “Really?” Chamath: “When you can make things that are as good or better, and you can make them in a cheaper, faster, better way, people want that abundance more than they want an affiliation to a brand. The perfect example is actually what Tesla did to BMW. This is a fundamentally cheaper, faster, better product. Yes, it's got a great brand, but nobody's going to pay a premium for these products. The reason why Y has outsold everything else is because the Model Y is priced better and it's superior on every operational dimension of comparison. Maybe the right word is abundance. The brands that bring abundance, that bring more to the table than their competitors, and they're able to bring more at the same unit cost or less, capture share. That's probably true.”
AGTP #46 - gentic Swarms and the Funding of Isara, Ask Michael Anything Discussed agentic swarms and why @OpenAI would be interested. Also spoke about how moving innovation outside the main lab can sometimes be more effecrtive and efficient. 00:00 Agent Swarms and the Funding of Isara 23:16 Ask Michael Anything 40:33 Sean Roberts, VP of Applied AI at @Netlify Link to YouTube episode here: youtu.be/u29GYj5EnC4
I could not agree with this more. This is a massive enabler, just like every other tech transformation that preceded it. @MichaelWaitze
I’ve seen several waves where progress was defined by what systems could describe, not what they could understand. What’s interesting here is the shift back to first principles: grounding intelligence in the physical world rather than abstractions alone. Breakthroughs often come from these reframings, not by extending the current path, but by questioning whether it was the right one to begin with. What's your take on this development? @pchamard @Khulood_Almani @antgrasso @GlenGilmore @Shi4Tech @CurieuxExplorer @FrRonconi @chidambara09 @theomitsa @Analytics_699 @Nicochan33 @nafisalam @pierrepinna @smaksked @Corix_JC @amalmerzouk @AdityaRPatro @quepasachico @IngridVasiliu @EstelaMandela @sonu_monika @RLDI_Lamy @SpirosMargaris @IanLJones98 @Timothy_Hughes @avrohomg @bimedotcom @HaroldSinnott @c4trends @mvollmer1 @DG_Collective @bamitav @rwang0 @ipfconline1 @sijlalhussain wired.com/story/yann-lec…
How to make mega money: Buy things that other people misjudge as risky. Ex: Quitting your job. Moving across the country. Going all in. The reality is that the alternative is riskier - it just takes longer to realize it.
A CEO from one of our portfolio companies shared this with their team. I’m re-sharing it with their permission, because it resonated and reflects what all founders and CEOs should be communicating. -- We are living through a period of compounding change. And in moments like this, the biggest risk is no longer making the wrong decision. It is moving too slowly while the world moves around you. There are two paths. We can play defense: - Protect what we have - Optimize what works - Wait for clarity It feels safe. It isn’t. Or we can play offense: - Learn faster than the environment changes - Use new tools to solve old problems in better ways - And create entirely new strategies and businesses That’s where the opportunity is. Challenge yourself to do things faster and better than you have ever attempted. Stay uncomfortable. Stay on the front foot.
