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Latest episode

Jun 2026

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About the show

Big Ideas. Simplified. Join the OrionX team and guests in lively discussions of trends and products that can impact your investment decisions and change the technology options you consider.

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39 recent

June 15, 2026

Analyst RoundTable: IPOs, AI, BTC- OXD37

In this episode: - Massive IPOs, AI, market implications - SpaceX IPO - AI in IoT: Connectivity to Intelligence - AI coding - “No Man’s Land” and AI in management - Startups and AI-driven business models - Where to locate your data center - Crypto mining’s expansion into AI and HPC - Bitcoin treasury companies - Scientific Bitcoin Institute [audio mp3="https://orionx.net/wp-content/uploads/2026/06/OXD037_ART-13_20260519.mp3"][/audio] The post Analyst RoundTable: IPOs, AI, BTC- OXD37 appeared first on OrionX.net.

April 6, 2026

Analyst Roundtable: GTC, AI, Social Media in Court, War-time Supply Chain, BTC Bubbles – OXD36

Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: - GTC postview - Nemotron vs Nematron - OpenClaw, Instar.sh - Social Media in Court - Modeling BTC Bubbles - Scientific Bitcoin Institute (BSI) - War-time Supply Chain - Memory shortage - ASML Backlog, SK Hynix order [audio mp3="https://orionx.net/wp-content/uploads/2026/04/OXD036_ART-12_20260405.mp3"][/audio] The post Analyst Roundtable: GTC, AI, Social Media in Court, War-time Supply Chain, BTC Bubbles – OXD36 appeared first on OrionX.net.

February 20, 2026

Analyst Roundtable: BTC Bubbles, AI Agents, Super Bowl – OXD35

Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: - Scientific Bitcoin Institute (BSI) - Bitcoin update - AI Agents, OpenClaw - Emergent abilities in AI - Memory shortage - Super Bowl ads, Sports tech - Social Media Bans [audio mp3="https://orionx.net/wp-content/uploads/2026/02/OXD035_ART-11_20260219.mp3"][/audio] The post Analyst Roundtable: BTC Bubbles, AI Agents, Super Bowl – OXD35 appeared first on OrionX.net.

December 29, 2025

Analyst Roundtable: AI, Social Media, Bitcoin, Quantum – OXD34

Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: - Agent swarm coding, update - AI bubble? - Australia social media ban - Modelling Bitcoin bubbles and volatility - Supercomputing 25 Conference (SC25), TOP500 - European Supercomputing, - Q2B Conference, Quantum computing modalities - RISC-V in Servers [audio mp3="https://orionx.net/wp-content/uploads/2025/12/OXD034_ART-10_20251228.mp3"][/audio] The post Analyst Roundtable: AI, Social Media, Bitcoin, Quantum – OXD34 appeared first on OrionX.net.

November 16, 2025

Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD33

Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: - Agent Swarm Coding, "AI-Aided Coding"? - AI circular funding or flywheel - Data Center build-out complexities, and overbuilding? - New Exascale DOE Supercomputers - Data FLow Architecture, Reconfigurable Architecture - AI-RAN, GPUs on Telephone Poles - 15th CryptoSuper500 report, Bitcoin Price Drop, ZCash, Monero - Quantum Advantage claims [audio mp3="https://orionx.net/wp-content/uploads/2025/11/OXD033_ART-9_20251115.mp3"][/audio] The post Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD33 appeared first on OrionX.net.

September 7, 2025

Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD32

Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: - Early views on impact of AI Agent Swarm Coding on staffing, org structure, roll out - Stanford AI Index report - MIT report on AI project failures - Will AI stampede continue? - MIT Quantum Index report - Bitcoin blockchain and bitcoin wallets have different exposure to quantum computing threat - Bitcoin fund flow evolution - What's up with the U.S. taking equity stake in Intel? - Hot Chips conference: why is Rapidus making such rapid progress? - Grid Computing redux: campus grid becomes "scale across" [audio mp3="https://orionx.net/wp-content/uploads/2025/09/OXD032_ART-8_20250907.mp3"][/audio] The post Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD32 appeared first on OrionX.net.

August 12, 2025

Analyst Roundtable: AI Coding, Bitcoin Treasury Companies, U.S. AI Action Plan – OXD31

In this episode: - What AI Agent Swarm Coding is like - Bitcoin Treasury Companies - U.S. AI Action Plan - Power Generation, Nuclear Energy - Sovereign AI [audio mp3="https://orionx.net/wp-content/uploads/2025/08/OXD031_ART-7_20250812.mp3"][/audio] The post Analyst Roundtable: AI Coding, Bitcoin Treasury Companies, U.S. AI Action Plan – OXD31 appeared first on OrionX.net.

July 8, 2025

Analyst Roundtable: AI Agent Swarm Coding, PCIe, UEC, BTC – OXD30

Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: AI Agent Swarm Coding, IoT, Bitcoin, HPC, TOP500, PCIe, UCE, 5G, Cloud, Cybersecurity, Post-Quantum Cryptography, Quantum Computing, Nuclear Energy [audio mp3="https://orionx.net/wp-content/uploads/2025/07/OXD030_ART-6_20250708.mp3"][/audio] The post Analyst Roundtable: AI Agent Swarm Coding, PCIe, UEC, BTC – OXD30 appeared first on OrionX.net.

June 5, 2025

Analyst Roundtable: AI HPC Cloud Quantum Crypto Fusion – OXD29

Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering AI, HPC, Cloud, Quantum, Crypto, Fusion. In this episode: Dessert vs Forest company culture, Nvidia earnings, Altman-Ive, Humane AI, Post Smartphone User Interface, Java Ring, MeGPT, Soopra.ai, Model Context Protocol (MCP) in AI, Bitcoin Strategic Reserve legislation, Bitcoin Lock Protocol, Fusion Energy, Liquid Carbon, Steve's CryptoSuper Mining Report. [audio mp3="https://orionx.net/wp-content/uploads/2025/06/OXD029_ART_AI-HPC-Cloud-Quantum-Crypto-Fusion_20250602.mp3"][/audio] The post Analyst Roundtable: AI HPC Cloud Quantum Crypto Fusion – OXD29 appeared first on OrionX.net.

April 28, 2025

Analyst Roundtable: Tariffs, AI Chips, BTC Reserve, AI Pricing, DC Carbon – OXD28

Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: Tariffs and how companies are or should be approaching them, The Triffin Dilemma, Strategic Bitcoin Reserve, FinTech software around BTC, Turing Complete smart contract languages, AI Chips, Intel, Nvidia, TSMC, AI pricing, Data Center carbon footprint, Green Software Foundation. [audio mp3="https://orionx.net/wp-content/uploads/2025/04/OXD028_ART_Tariffs_AI-Chips_BTC-Reserve_AI-Pricing_DC-Carbon_20250428.mp3"][/audio] The post Analyst Roundtable: Tariffs, AI Chips, BTC Reserve, AI Pricing, DC Carbon – OXD28 appeared first on OrionX.net.

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