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.
10-year projection model tied to S-1 thesis and podcast signal sourcing.
Revenue and margin model across data center, gaming, and automotive segments.
GPU cloud buildout model with capacity expansion and unit economics drivers.
10-year HBM + DC memory model. Bottom-up AI capex engine. Interactive sliders with source clips from Baker, Munster, Mehrotra, Adami, Visser.
Paid subscribers get beta access — interactive company models built from podcast intelligence, plus signals and the daily brief.