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Analyst RoundTable: IPOs, AI, BTC- OXD37
Jun 15, 2026
Analyst Roundtable: GTC, AI, Social Media in Court, War-time Supply Chain, BTC Bubbles – OXD36
Apr 6, 2026
Analyst Roundtable: BTC Bubbles, AI Agents, Super Bowl – OXD35
Feb 20, 2026
Analyst Roundtable: AI, Social Media, Bitcoin, Quantum – OXD34
Dec 29, 2025
Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD33
Nov 16, 2025
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/15/26 |  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. | — | ||||||
| 4/6/26 | Analyst Roundtable: GTC, AI, Social Media in Court, War-time Supply Chain, BTC Bubbles – OXD36✨ | technologyAI+4 | Adrian CockcroftStephen Perrenod+2 | NemotronNematron+5 | — | GTCAI+6 | — | — | |
| 2/20/26 | 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. | — | ||||||
| 12/29/25 | 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. | — | ||||||
| 11/16/25 | 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. | — | ||||||
| 9/7/25 | 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. | — | ||||||
| 8/12/25 | 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. | — | ||||||
| 7/8/25 | 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. | — | ||||||
| 6/5/25 | 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. | — | ||||||
| 4/28/25 | 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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| 4/8/25 | Analyst Roundtable: GPUs, AI, Quantum, Bitcoin, China – OXD27 | Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering recent advances in, and impacts of: GPUs, including a post-view of the GTC conference, AI DataCenters, Quantum Computing, Bitcoin, and China. [audio mp3="https://orionx.net/wp-content/uploads/2025/04/OXD027_ART_GPUs_Quantum_Crypto_China_20250408.mp3"][/audio] The post Analyst Roundtable: GPUs, AI, Quantum, Bitcoin, China – OXD27 appeared first on OrionX.net. | — | ||||||
| 3/10/25 | Analyst Roundtable: Chips, AI, Search, Quantum, Bitcoin, Fusion – OXD26 | Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering recent advances in, and impacts of: Chips, AI, Search, Quantum Computing, Bitcoin, and Fusion energy. [audio mp3="https://orionx.net/wp-content/uploads/2025/03/OXD026_AR_Chips-AI-Search-Quantum-Bitcoin-Fusion_20250310.mp3"][/audio] The post Analyst Roundtable: Chips, AI, Search, Quantum, Bitcoin, Fusion – OXD26 appeared first on OrionX.net. | — | ||||||
| 12/17/24 | SC24, Supercomputing, CryptoSuper500, Quantum, RISC-V Summit – OXD25 | We have a full house with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan with a "postview" of the SC24 conference, the latest CryptoSuper500 list, a snapshot of quantum computing, and the RISC-V Summit. They also discuss Bitcoin, AI vs. HPC, HPC in the cloud, liquid cooling, InfraTech, Interconnects, Optical Computing, OpenMP, PCIe, CXL, GPUs, CPUs, and energy efficiency and ESG. [audio mp3="https://orionx.net/wp-content/uploads/2024/12/OXD025_SC24-Postview_CryptoSuper500_Quantum_RISCV-Summit_20241216.mp3"][/audio] The post SC24, Supercomputing, CryptoSuper500, Quantum, RISC-V Summit – OXD25 appeared first on OrionX.net. | — | ||||||
| 8/19/24 | SimOps with Peter Ungaro and Burak Yenier of Simr | Peter Ungaro, one of the most celebrated captains of the supercomputing and AI industry, formerly the CEO of Cray, SVP and General Manager of HPC, AI, Mission Critical Systems, Edge, and HP Labs at HPE, and a board member of Simr, and Burak Yenier, CEO & Co-Founder of Simr, join Shahin Khan to discuss SimOps, an important shift in the industry and a parallel to DevOps but for digital product design and scientific discovery. [audio mp3="https://orionx.net/wp-content/uploads/2024/08/OXD024_SimOps-Simr_Peter-Ungaro_Burak-Yenier_20240818.mp3"][/audio] The post SimOps with Peter Ungaro and Burak Yenier of Simr appeared first on OrionX.net. | — | ||||||
| 1/30/24 | Bitcoin ETF, Bitcoin Halving, CBDCs – OrionX Download Podcast | Bitcoin ETF and Bitcoin halving have fueled renewed excitement in the cryptocurrency world and it is time to catch up with the state of the market again. Dr. Stephen Perrenod joins Shahin Khan to go over the latest hot topics: Wall Street entering the Bitcoin market with about a dozen Bitcoin Exchange Traded Funds (ETF), the upcoming halving of newly minted Bitcoins, and the state of Central Bank Digital Currencies (CBDC). [audio mp3="https://orionx.net/wp-content/uploads/2024/01/OXD023_TCrypto-update_Halving_ETF_CBDC_20240129.mp3"][/audio] The post Bitcoin ETF, Bitcoin Halving, CBDCs – OrionX Download Podcast appeared first on OrionX.net. | — | ||||||
| 7/31/23 | Technopolitics, a Technology Lens to Guide Policy – OrionX Download Podcast | Why is technopolitics a good lens? Technology has always had a big impact on geopolitics and global competitiveness. What's special now? [audio mp3="https://orionx.net/wp-content/uploads/2023/07/OXD022_Techno-Politics_20230731.mp3"][/audio] The post Technopolitics, a Technology Lens to Guide Policy – OrionX Download Podcast appeared first on OrionX.net. | — | ||||||
| 3/30/23 | OrionX Download Podcast: Future System Architecture | Adrian Cockcroft, Stephen Perrenod, and Shahin Khan get together in a free-flowing coffee-shop style discussion of future system architecture in supercomputing. [audio mp3="https://orionx.net/wp-content/uploads/2023/03/OXD021_Supercomputing-Arch_12-Myths_20230329.mp3"][/audio]   The post OrionX Download Podcast: Future System Architecture appeared first on OrionX.net. | — | ||||||
| 2/13/23 | OrionX Download Podcast: Crypto Winter, SBT, CBDC | The crypto winter arrived but a lot continues to happen in the cryptocurrency industry. Stephen and Shahin cover the current state of things, from some of the causes of significant failures, to Bitcoin's recent rise, new developments in Central Bank Digital Currencies (CBDC), and self-sovereign identity (SSI) and Soul-Bound Tokens (SBT). [audio mp3="https://orionx.net/wp-content/uploads/2023/02/OXD020_Crypto-Winter_CBDC_SBT_20230213.mp3"][/audio] The post OrionX Download Podcast: Crypto Winter, SBT, CBDC appeared first on OrionX.net. | — | ||||||
| 8/7/22 | OrionX Download Podcast: Fintech Update, CryptoSuper500, CBDC, NFT, DeFi, Regulations | The OrionX Download podcast is back with a new episode on the latest in Fintech and Crypto with Shahin Khan and Stephen Perrenod. From Stephen's newly released CryptoSuper500 report to the latest on CBDCs, NFTs, DeFi, and regulations, the team offers the same realistic perspective and analysis that have made previous episodes so popular. [audio mp3="http://orionx.net/wp-content/uploads/2022/08/OXD019_Crpto-Update-Regulations-8th-CryptoSuper_NFT_CBDC_20220806.mp3"][/audio] The post OrionX Download Podcast: Fintech Update, CryptoSuper500, CBDC, NFT, DeFi, Regulations appeared first on OrionX.net. | — | ||||||
| 11/28/21 | Crypto Mining Rankings, NFT, CBDC | Which coins actually use the "Proof of Work" algorithms, the "mining" process, and how do they rank? Why CBDCs, why not just stablecoins? What are NFTs, what is real? Stephen Perrenod and Shahin Khan discuss these topics and a few more FUD items left-over from the last podcast. Join in! [audio mp3="http://orionx.net/wp-content/uploads/2021/11/OXD018_7th-CryptoSuper_NFT_CBDC_20211126.mp3"][/audio] The post Crypto Mining Rankings, NFT, CBDC appeared first on OrionX.net. | — | ||||||
| 11/17/21 | @HPCpodcast-2: TOP500 at SC21 | TOP500 at SC21 was highly anticipated but failed to ignite. Rumored high-end systems opted not to play while entering the conversation anyway. However, the list is about more than the TOP10 or whether there are systems that should be there and those that should not. Looking at the whole list, we saw a few surprises. [audio mp3="http://orionx.net/wp-content/uploads/2021/11/002@HPCpodcast_TOP500_20211116.mp3"][/audio] The post @HPCpodcast-2: TOP500 at SC21 appeared first on OrionX.net. | — | ||||||
| 11/16/21 | @HPCpodcast-1: HPC and AI Chips and Accelerators | Welcome to the @HPCpodcast where Shahin Khan and Doug Black discuss supercomputing technologies and the applications, markets, and policies that shape them. In this inaugural episode we cover HPC and AI chips and accelerators, startups, and unicorns, topics that are sure to reappear frequently. [audio mp3="http://orionx.net/wp-content/uploads/2021/11/001@HPCpodcast_Chips_20211115.mp3"][/audio] The post @HPCpodcast-1: HPC and AI Chips and Accelerators appeared first on OrionX.net. | — | ||||||
| 11/15/21 | Cryptocurrency FUD, Fact or Fiction? | There is recurring "Fear, Uncertainty, and Doubt" leveled at Bitcoin and cryptocurrencies in general. Steve Perrenod and Shahin Khan go over the list to demystify. On the menu: intrinsic value, energy usage, slow transactions, China, etc. [audio mp3="http://orionx.net/wp-content/uploads/2021/11/OXD017_Crypto-FUD_20211115.mp3"][/audio] The post Cryptocurrency FUD, Fact or Fiction? appeared first on OrionX.net. | — | ||||||
| 12/28/20 | Cryptocurrency State of the Market and Short History | What's behind Bitcoin's recent price hike? Shahin Khan and Steve Perrenod look at the Cryptocurrency market and its history over the past decade. They run through and explain the major new concepts that were introduced and take stock of their progress. [audio mp3="http://orionx.net/wp-content/uploads/2020/12/OXD016_Crypto-State-of-Market-History-20201228.mp3"][/audio] The post Cryptocurrency State of the Market and Short History appeared first on OrionX.net. | — | ||||||
| 10/28/20 | Edge Computing, with Tensor Networks CTO | In this era of "Too Much Data", it is imperative to understand and have a plan for Edge Computing. We discuss it all with Bill Walker, CTO of Edge Computing pioneer Tensor Networks. [audio mp3="http://orionx.net/wp-content/uploads/2020/10/OXD015_Edge-Computing_20201025.mp3"][/audio] The post Edge Computing, with Tensor Networks CTO appeared first on OrionX.net. | — | ||||||
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