Business and economic commentary from the Open Fieldbook newsletter--discussing the latest in today's financial markets and company news in a digestible format. openfieldbook.substack.com
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Signup to Generate a PitchBusiness and economic commentary from the Open Fieldbook newsletter--discussing the latest in today's financial markets and company news in a digestible format.
Recent episodes include "OpenFieldbook v0.2574: an overview demonstration" (29 May 2026, 20 minutes), "[Audio] Tesla’s $25 Billion Bet on Physical AI" (2 May 2026, 6 minutes), and "[Audio] Amazon Anthropic deal fuels AI debt bubble" (1 May 2026, 7 minutes).
Open Fieldbook Podcast publishes roughly daily, with episodes averaging 6 minutes across 22 episodes.
Booking probability for Open Fieldbook Podcast is 30%, and the host is rated Selective on guests. Open Fieldbook Podcast requires a Pod Score of 80 or higher. Open Fieldbook Podcast's contact route on record: verified email.
The strongest fits for Open Fieldbook Podcast are Investment Banking & Trading and Investing & Wealth Management. Open Fieldbook Podcast has a business audience.
Open Fieldbook Podcast is a business podcast with 22 episodes published.
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Open Fieldbook Podcast
<p>A demonstration of the OpenFieldbook app chart dashboard. Available with all premium subscriptions.</p> <br/><br/>Get full access to Open Fieldbook at openfieldbook.substack.com/subscribe
<p>On April 17th, 2026, Apple made one of the most consequential leadership decisions in corporate history — Tim Cook stepping down this September, handing the keys to hardware engineer John Ternus. But this isn’t just...
<p>For years, big tech ran one of the cleanest business models ever invented — no factories, no freight, infinite margins, and a financial engineering playbook so elegant it barely looked like work. That era is...
<p>For a decade, big tech ran the cleanest business model ever invented — no factories, no freight, infinite margins, and endless stock buybacks to keep shareholders happy. That era is over.</p><p>In this episode, we...
<p>On April 17th, 2026, Apple made one of the most consequential leadership decisions in corporate history — Tim Cook stepping down this September, handing the keys to hardware engineer John Ternus. But this isn’t just...
<p>Everyone’s watching software stocks — but the real AI story is being written in dirt, power lines, and industrial cooling systems. In this episode, we pull back the curtain on the AI land grab reshaping North...
<p>On February 23rd, 2026, billions in market cap evaporated from some of tech’s biggest names — IBM, CrowdStrike, Datadog, Amex, MasterCard. But unlike past sell-offs, this wasn’t about rates or inflation. It was a...
<p>The U.S. middle market — companies doing $10M to $1B in revenue — represents 50% of all private sector jobs. But while most investors look elsewhere, the engine room of the American economy is undergoing a seismic...
<p>NVIDIA just posted $68.1 billion in a single quarter — but is the AI infrastructure story built on solid ground, or a house of cards? In this episode, we dig deep into NVIDIA’s fiscal Q4 2026 results to find the...
<p>The AI boom isn’t just a software story anymore. It’s a race for physical resources. In this episode, we dig into a supply chain report revealing how the AI infrastructure super cycle has created a rigid dependency...
<p>When Paul Singer’s Elliott Management moves in, the mission changes. We explore whether Pinterest is being built for the 2030s or liquidated for the 2026 fiscal year.</p><p>Key Highlights:</p><p>* The Managed Retreat...
Episode #11
<p>The tech industry is no longer just about bits; it’s about atoms. We analyze the strategic necessity of the energy-utility pivot and the “trillion-dollar question” of the tech-energy monopoly.</p><p>Key...
<p>Broadcom is the heavy metal of the AI revolution, but even the strongest infrastructure plays eventually hit a wall. We unpack the “2028 problem” and what it means for the future of semiconductor dominance.</p><p>Key...
<p>The balance of global power isn’t just about software; it’s about the heavy metal holding the hardware together. We unpack the hidden supply chain crisis threatening advanced manufacturing and military defense...
<p></p> <br/><br/>Get full access to Open Fieldbook at openfieldbook.substack.com/subscribe
<p></p> <br/><br/>Get full access to Open Fieldbook at openfieldbook.substack.com/subscribe
<p></p> <br/><br/>Get full access to Open Fieldbook at openfieldbook.substack.com/subscribe
<p></p> <br/><br/>Get full access to Open Fieldbook at openfieldbook.substack.com/subscribe
<p></p> <br/><br/>Get full access to Open Fieldbook at openfieldbook.substack.com/subscribe
<p></p> <br/><br/>Get full access to Open Fieldbook at openfieldbook.substack.com/subscribe
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