Beta — Paid Subscribers

The people who move markets
talk before they move them.

Podcast Alpha converts spoken alpha into structured investment intelligence. Every episode processed. Every signal extracted. Delivered as interactive financial models and daily briefs.

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"Satya Nadella said 'token capital' on a podcast — three weeks before it appeared in analyst reports."
20VC · Jun 2026
"Karp called enterprise AI a 'productivity-destroying addiction' — unfiltered, no PR review. That is the format."
All-In · May 2026
"Gurley said VC burn rates have 'added a zero' to Uber's template — three days before anyone wrote it up."
Acquired · Apr 2026
"40+ episodes per week. One analyst cannot cover them. Podcast Alpha can — and surfaces the specific, dateable claim."
Podcast Alpha thesis
What you get

Built for investors who move on signal, not noise.

01

Interactive Financial Models

Revenue, margin, and scenario models sourced directly from what founders and investors said on podcasts. Claim-linked. Updated as signals update.

02

Knowledge Graph Intelligence

Every entity mapped across episodes. See what Nvidia's CEO said across 12 podcasts this quarter without listening to any of them.

03

Daily Alpha Brief

Signal-ranked episode synthesis delivered daily. The top investable claims from 40+ episodes per week, with source, date, and implication.

Current models — beta

Financial models, gated for paid subscribers.

Private — Aerospace

SpaceX

10-year projection model tied to S-1 thesis and podcast signal sourcing.

Subscribers only
Public — Semiconductors

NVIDIA

Revenue and margin model across data center, gaming, and automotive segments.

Subscribers only
Public — AI Cloud

Nebius

GPU cloud buildout model with capacity expansion and unit economics drivers.

Subscribers only
Public — Memory / HBM

Micron

10-year HBM + DC memory model. Bottom-up AI capex engine. Interactive sliders with source clips from Baker, Munster, Mehrotra, Adami, Visser.

Subscribers only

Get access to the full model library.

Paid subscribers get beta access — interactive models, signals, and the daily brief.

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