Podcast Alpha turns the theories, risks, and datapoints surfaced in podcast conversations into interactive financial models of major companies — so you can see exactly how each claim moves revenue, profit, and the stock price. A way of modeling companies that only works with what Podcast Alpha captures.
Every episode processed. Theories, risks, and datapoints from founders, investors, and operators — extracted, dated, and attributed to who said it and where.
Each claim becomes a driver in a company's financial model — a growth assumption, a margin risk, a capacity datapoint. Every input traces back to a source clip.
Interactive models show how each theory plays out — move the sliders and watch revenue, profit, and implied stock price respond in real time.
Basic subscribers get full access to the interactive NVIDIA model today. SpaceX, Micron, and Nebius are in active development — Premium subscribers unlock each one immediately at release with no waitlist; Basic and Free can join a model's waitlist to hear first, or upgrade to Premium anytime.
Revenue and margin model across data center, gaming, and automotive segments. Full access with a paid subscription.
10-year projection model tied to S-1 thesis and podcast signal sourcing.
10-year HBM + DC memory model. Bottom-up AI capex engine. Interactive sliders with source clips from Baker, Munster, Mehrotra, Adami, Visser.
GPU cloud buildout model with capacity expansion and unit economics drivers.
Basic ($9/mo) unlocks the full interactive NVIDIA model today. Premium ($99/mo) unlocks every model Podcast Alpha publishes — NVIDIA now, SpaceX / Micron / Nebius as each one ships, no waitlist.