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Artwork for GENESIS: AI-Driven Market Intelligence

GENESIS: AI-Driven Market Intelligence

GENESIS
Artificial Intelligence
Oracle
Larry Ellison
Vera Rubin Architecture
S&P 500
Database
Cloud Computing
Ai-Centric Applications
China
Healthcare
Capex
Effective Communication
Physical AI
Agentic AI
Computational Power
Nvidia
Morgan Stanley
AI Technology
CNBC
Morningstar

GENESIS is an AI-driven market intelligence podcast. Each episode starts where markets truly reveal themselves: earnings calls, financial statements, corporate presentations, macro research, and public disclosures. No commentary. No headlines. Only primary sources. Artificial intelligence is used to decode language, extract structure, and separate signal from noise — revealing what matters before ... more

PublishesDailyEpisodes39Founded2 months ago
Number of ListenersCategories
InvestingBusiness

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Artwork for GENESIS: AI-Driven Market Intelligence

Latest Episodes

Vertiv closed 2025 with exceptional momentum, driven by one of the most powerful infrastructure cycles in recent history: artificial intelligence.

Orders surged across the year, reflecting massive demand for AI-ready data centers. Revenue, operating... more

Cisco delivered a strong second quarter for fiscal 2026, with results coming in ahead of expectations and reinforcing its role in the AI infrastructure cycle.

Revenue growth accelerated, driven by robust demand for advanced networking, data center u... more

Nebius Group closed 2025 with exponential revenue growth and its first adjusted EBITDA positive at the group level — a clear signal that scale is starting to translate into operating leverage.

The company’s strategy is bold: build one of the largest... more

Cloudflare closed 2025 with another year of strong execution, confirming its role as a critical layer of the modern internet.

Full-year revenues reached $2.17 billion, up roughly 30%, driven by accelerating demand from large enterprise customers. In... more

Robinhood closed 2025 with record performance, signaling a clear shift from a trading app to a broader financial platform.

Full-year revenues reached $4.5 billion, driven by growth in assets under custody, higher engagement from Gold subscribers, an... more

Ferrari closed 2025 with record results, once again proving the strength of its unique “value over volume” business model.

Deliveries remained deliberately capped at around 13,600 cars, yet revenues, margins, and cash generation all reached new high... more

S&P Global closed the fourth quarter of 2025 with solid execution, reinforcing the strength of its diversified, data-driven business model.

For the full year, revenues reached $15.3 billion, up around 8%, while adjusted earnings per share grew in th... more

Kering closed the fourth quarter of 2025 in a challenging transition phase, as the group continues to reset its brand portfolio — most notably Gucci.

In Q4, revenues remained under pressure, reflecting lower store traffic and a difficult luxury envi... more

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Recent Guests

Elon Musk
CEO of Tesla and SpaceX
Tesla, SpaceX
Episode: Best of World Economic Forum 2026 in Davos
Jensen Huang
CEO of Nvidia
Nvidia
Episode: Best of World Economic Forum 2026 in Davos
Satya Nadella
CEO of Microsoft
Microsoft
Episode: Best of World Economic Forum 2026 in Davos
Jamie Dimon
CEO of JP Morgan
JP Morgan Chase
Episode: Best of World Economic Forum 2026 in Davos
Brian Armstrong
CEO of Coinbase
Coinbase
Episode: Best of World Economic Forum 2026 in Davos
Alex Karp
CEO of Palantir
Palantir Technologies
Episode: Best of World Economic Forum 2026 in Davos
Dario Amodei
CEO of Anthropic
Anthropic
Episode: Best of World Economic Forum 2026 in Davos
Demis Hassabis
CEO of DeepMind
DeepMind
Episode: Best of World Economic Forum 2026 in Davos
Roy Jacobs
CEO of Philips
Philips
Episode: Best of World Economic Forum 2026 in Davos

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#187
Italy/Business/Investing

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Talking Points

Recent interactions between the hosts and their guests.

Alphabet Q4 and Fiscal Year 2025 Financial Results
Q: How do you monetize complex AI-generated queries?
The hosts explain that Alphabet is testing new advertising formats that integrate offers directly into AI responses.
Alphabet Q4 and Fiscal Year 2025 Financial Results
Q: Is this just reckless spending?
The hosts discuss that while Alphabet's spending is significant, it is a calculated risk to secure future dominance in the AI landscape.
Apple Q1 2026
Q: What were the strategic risks mentioned in relation to regulatory actions?
Regulatory challenges could impact Apple's services revenue as they might lose the ability to collect commissions from app transactions.
Apple Q1 2026
Q: What does the revenue growth of 13 to 16% in guidance mean for future performance?
It indicates that Apple will sell everything it can possibly build while acknowledging supply constraints.
Goldman Sachs 2026: Strategic Themes, Cycles, and the Architecture of the Next Market Phase
Q: What key external non-market shock could derail the middle-income rebound?
Unexpected white-collar job displacement due to efficiency gains from agentic AI might destabilize the middle-class financial situation, pulling back discretionary spending.

Audience Metrics

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Listeners per Episode
Gender Skew
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Frequently Asked Questions About GENESIS: AI-Driven Market Intelligence

What is GENESIS: AI-Driven Market Intelligence about and what kind of topics does it cover?

This podcast offers a unique perspective on market intelligence by focusing exclusively on primary sources such as earnings calls, financial statements, corporate presentations, and macro research. The content is meticulously derived without commentary or sensational headlines, allowing listeners to witness the raw data and narratives that shape market movements. By leveraging artificial intelligence, the podcast decodes complex financial language to extract meaningful insights, thus illuminating the underlying trends before they become widely recognized. This approach aims to transform financial complexity into clarity, making it a valuable resource for those interested in a data-driven understanding of market dynamics.

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How many episodes of GENESIS: AI-Driven Market Intelligence are there?

GENESIS: AI-Driven Market Intelligence launched 2 months ago and published 39 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on GENESIS: AI-Driven Market Intelligence?

Recent guests on GENESIS: AI-Driven Market Intelligence include:

1. Elon Musk
2. Jensen Huang
3. Satya Nadella
4. Jamie Dimon
5. Brian Armstrong
6. Alex Karp
7. Dario Amodei
8. Demis Hassabis

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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