Coherent ($COHR) podcast mentions
Running a business means dealing with complex problems every single day. Recently, I needed to pull together a coherent research picture from a messy pile of earnings, transcripts, filings, and my own scattered notes on a handful of companies. Normally, that takes hours of brutal manual work, but I used Claude as my thinking partner. I just pointed it at my project folder. It didn't replace my workflow. It extended my thinking. Claude is the AI for problem solvers. It's the collaborator that understands your entire workflow and thinks with you, not for you. Whether you're debugging code at midnight, Building a financial model or strategizing your next business move? Claude extends your thinking to tackle the problems that matter. Claude Cowork brings Claude Code's agentic power to everyone, no terminal required.
Speaker D · InvestTalk · AI Data Centers Are Eating the Land Market: Real Estate's Next Big Disruption · 2026-09-16I've seen this applied to Theo. I've seen this applied to Cohere. I've seen this applied to DeepMind and Gemini. I've seen this be applied to MSL. People are just, whatever shot they want to take, they're applying this.
John Coogan · TBPN · METR and AI Regulation, Zuck Pushes Back on AI Slowdown, Fed Hikes Rates | Diet TBPN · 2026-09-16I've seen this applied to Theo. I've seen this applied to Cohere. I've seen this applied to DeepMind and Gemini. I've seen this be applied to MSL. People are just, whatever shot they want to take, they're applying this. It's not—
John Coogan · TBPN · Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller · 2026-09-16We talked to Cohere CEO yesterday, Adan Gomez, who's based in Toronto, and said, wait a minute, he called the tech companies here a cartel. And he said that he's very much with some of the smaller players saying we agree on safety, but we don't want the biggest players CFTC being the ones that come up with the rules here, but unclear if there will be rules as we talk about all this.
Kate Rooney · Squawk on the Street · 11AM Hour: Senator Richard Blumenthal on AI, Early Facebook Investor Roger McNamee & Clarity Act Fails to Advance 9/16/26 · 2026-09-16Fed Day. S&P slightly higher this morning as we await the decision this afternoon. We do have some names in tech like Coherent, Dell once again, Marvell, all top gainers. J.B. Hunt's the biggest laggard today. Stock is tumbling after the trucking company did warn of an earnings drop between 5% and 10%. Kind of notable since they're not classic guidance givers to begin with. But diesel certainly hurting transports today. We're hearing from some airlines too, also at Morgan Stanley.
Carl Quintanilla · Squawk on the Street · 11AM Hour: Senator Richard Blumenthal on AI, Early Facebook Investor Roger McNamee & Clarity Act Fails to Advance 9/16/26 · 2026-09-16First up, trucker J.B. Hunt falling after its CFO said Q3 earnings would be down 5 to 10% from the second quarter, saying they've seen, quote, some of the most radical and abnormal swings in highest fuel prices ever. And speaking of, the CFO of Norfolk Southern said the sharp rise in fuel prices was like something of science fiction after saying he noticed $8 a gallon diesel prices on the way to a California conference. We're also watching Expedia. Morgan Stanley downgrades the stock to underweight. Analysts, they're worried that the company has greater exposure to a potentially weaker consumer. Price target now at $235. And the optical networking companies which have been hit hard over fears of a slowdown in the AI infrastructure buildout. They're rebounding today a bit. Sienna, Corning, Coherent, they're among the leaders right now on the S&P 500. And it was interesting, I went back and looked at those comments from Norfolk Southern.
Sarah Eisen · Squawk on the Street · 10AM Hour: DoD’s Emil Michael on AI Fears, Fed Decision on Deck, C-Suite Warns about Fuel Prices 9/16/26 · 2026-09-16Yeah. How do you keep that everyone's a generalist and everyone's, you know, kind of constantly coming up with something and working on the most important thing? Like how do you keep that aligned with this very coherent, you know, view of the future? I just don't know how you, how do you, how do you manage that process?
Joe Schmidt · The a16z Show · The AI-Native CRM · 2026-09-16So I think it's just this like constant editing. To make sure that what's coming out of the company is coherent. Um, we also, I would say that the bar to start a project is very low at Lightfield, but the bar to ship the project is pretty high. Um, so we, uh, we still do company bug bashes. Uh, it was something I learned at Instagram when I was there. Uh, the company needs to like this before it goes to customers. Um, and I feel like those things combined keep us moving pretty fast.
Keith Perez · The a16z Show · The AI-Native CRM · 2026-09-16Running a business means dealing with complex problems every single day. Recently, I needed to pull together a coherent research picture from a messy pile of earnings, transcripts, filings, and my own scattered notes on a handful of companies. Normally, that takes hours of brutal manual work. But I used Claude as my thinking partner. I just pointed it at my project folder. It didn't replace my workflow. It extended my thinking. Claude is the AI for problem solvers. It's the collaborator that understands your entire workflow and thinks, with you, not for you. Whether you're debugging code at midnight, building a financial model, or strategizing your next business move, Claude extends your thinking to tackle the problems that matter. Claude Co-Work brings Claude Code's agentic power to everyone, no terminal required.
Luke Guerrero · InvestTalk · Gold's Big Comeback: Why the World's Largest Money Managers Are Loading Up Again · 2026-09-15In fact, if you look at a lot of the canonical doom scenarios, and like people who have talked about like serious, like existential risk and catastrophic risk, many of them give the scenario of like everything's like, looks like it's going really well and strategically great and economically great and looks kind of weird, but it also looks economically great just until the point where there's like the takeover happens or the big incident happened. I think that's the main problem with that. And I mean, I think also just like many people just have coherent worldviews that they also just don't bet on and that they just don't take financial bets on even if they're committed to them. I think that's sort of like more boring meta contention to that. But yeah, I think my main contention is just like, well, I don't think it's a smooth distribution of probabilities. I think a lot of this is just like either this goes very well or it goes very badly. And there is not really a lot of world where it's like volatile and goes kind of badly for a while and then kind of well for a while. And so I think I also don't have a good trading strategy, sadly.
Speaker C · _The Cognitive Revolution_ · The Balance of AI Power: Anton Leicht on Politics, Pacing Deals, and Muddling Through Well · 2026-09-15Running a business means dealing with complex problems every single day. Recently, I needed to pull together a coherent research picture from a messy pile of earnings, transcripts, filings, and my own scattered notes on a handful of companies. Normally, that takes hours of brutal manual work. But I used Claude as my thinking partner. I just pointed it at my project folder. It didn't replace my workflow. It extended my thinking. Claude is the AI for problem solvers. It's the collaborator that understands your entire workflow and thinks with you, not for you. Whether you're debugging code at midnight, building a financial model, or strategizing your next business move, Claude extends your thinking to tackle the problems that matter. Claude Cowork brings Claude Code's agentic power to everyone, no terminal required. Point it at a folder on your computer or connect tools like Google Drive and Gmail. Describe what you need and it handles the rest. Ready to have an AI that can tackle real work? Try Claude Cowork today on any paid plan at claude.ai/invest. That's claude.ai/invest. And check out Claude Pro, which includes access to all the features mentioned in today's episode. claude.ai/invest.
Speaker C · InvestTalk · China's Rare Earth Export Halt: When Supply Chain Leverage Becomes a Market Weapon · 2026-09-14Sure. Yeah. So, um, you know, when I talk about when you have like low self-esteem and you struggle with people that see you too positively, that's because we can see self-esteem as a theory of self. And if you have low self-esteem, the theory is that people will reject you, bad things will happen, people will harm you. And you could think of that theory as why would you have that theory? That's not helpful. But if it's based off of your memories and your memories predict the future, right, it gives you, it makes you feel like you have a coherent sense of reality that you're ready or prepared when bad things happen. And the thing is though, when good things happen to you and you struggle with self-worth, they don't actually make you feel better, right? Like I said, they actually threaten your sense of self and the ways that you see the world and your sense of control. And so there's research that finds that when positive things happen to people with low self-esteem, months later, they get sicker. Or when they get positive feedback, they— their blood pressure is higher even than when they get neutral feedback. Or when they have an accomplishment, the next day they're having more negative thoughts about themselves. How can I live up to this? Oh my gosh, like, this is so much pressure. And so learning that, I really realized that— oh, and when they say affirmations about themselves, like, I am loved, they actually feel worse. And so learning that, I think, to, to actually receive, like, affirmations or do this sort of optimal self-talk talk, for it to not threaten our sense of self, it has to be really calibrated with our sense of self. So for, for example, one thing I say when the Science of Friendship for my first book was try to assume that people will like you. Some of my students are like, nah, I'm not. That's too, too much. They have to say people could like me, right? And so you have to work with your sense of self so it's not like you're feeling like you're gaslighting yourself, but perhaps instead of saying I am loved, you might say some, some people love me, or I like this one characteristic about myself.
Dr. Marissa Franco · So Money with Farnoosh Torabi · 2035: The Psychology of Self Worth, Money and Success · 2026-09-14We're now in the AGI era. Astra has really hit something that I'm like, okay, I think this is pretty reasonable to call it AGI. We've seen it run coherently for 24 hours to go accomplish tasks that I think are quite amazing.
Greg Brockman · The a16z Show · Greg Brockman on Why OpenAI Says We’re Entering the AGI Era · 2026-09-14Well, I think that AGI has turned out to be less of a point in time and more of this sort of fuzzy spectrum. And for me, Astra has really hit something that I'm like, okay, I think this is pretty reasonable to call it AGI in that with its computer use capabilities, you really can ask it to do long-lived tasks and it'll just do it. That we've seen it run coherently for 24 hours to go accomplish tasks that I think are quite amazing and across a wide variety of domains. Now, it still is jagged. And so that there are still places where, for example, it's writing, it's pretty good writing. It's the first time it's not slop writing, Yeah, but it's not great writing.
Greg Brockman · The a16z Show · Greg Brockman on Why OpenAI Says We’re Entering the AGI Era · 2026-09-14Look, I think that the business is a huge area that I think we're not done yet with really upleveling every part of execution. So I think there's a lot more to do there. But I also think we are moving into a new phase of AI development, right? I call this and we call this that we're now in the AGI era. And I think that that is something that you can debate. Is it this model, previous model, next model? It doesn't matter. The point is that we are in a new phase where Safety, security alignment, really thinking about these things, not just at deployment time, but all the way back at development time evaluation. It's objective. This is critical. It must happen. This is core to our mission. This is core to what we need to do. And so a lot of what I spend my time thinking about is making sure, do we have all the right processes? Are we talking about the right things? Do we have plans that really at an operational level, at a practical level, lead us to the kind of security invariance and the kinds of safety guarantees that we view as core to our mission, what we need to do. And so I think that, again, the theme of OpenAI, certainly for the past 5 years, has been deeper co-design, deeper intertwining across these functions that are maybe on the surface very disparate, right? All the way from go-to-market to long-term research to chip design. By building these in a coherent way where everyone has context, right? They kind of understand, how do I fit into the overall picture? What are we trying to do? And What is the end outcome we want to achieve? Like, that is what has to happen. So I think that the areas that I will focus on, I think will be dictated by the areas that most need that intertwining. And I think that I see us moving more and more in concert in lockstep as time goes on.
Greg Brockman · The a16z Show · Greg Brockman on Why OpenAI Says We’re Entering the AGI Era · 2026-09-14