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.
Substack paid subscribers get full access to the detailed, interactive NVIDIA model today. SpaceX, Micron, and Nebius models are in active development and will be available soon — join the waitlist inside and we'll email you the moment each one ships.
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.
Paid subscribers get beta access — the full interactive NVIDIA model now, with SpaceX, Micron, and Nebius coming soon — plus signals and the daily brief.