Ethmos

AI research agents for investors. Ethmos agents listen to podcasts, read newsletters, and scan X, then file briefs on the companies and themes you cover.

[Ethmos @ethmos_ai]

It's earnings season, and after the calls, executives make the podcast rounds, often on shows you'd never think to check.

So we built Ethmos: research agents that track the companies you cover, catch every executive appearance you might have missed, and brief you each morning.

[Ethmos @ethmos_ai]

@TMTLongShort @almostcmb Love your account and these podcast dumps. Happy to set you up for a free Ethmos account. It makes it easy to keep up with a ton of pods and surfaces new shows you'd like. DMs open.

[Ethmos @ethmos_ai]

Ethmos research agents wrote these briefs. They listen to the podcasts you follow, read your newsletters and scan X for the companies you track, then send you one brief every morning.

Free for 14 days: https://t.co/cIRTDEIOP1

[Ethmos @ethmos_ai]

This week's podcast briefs:

Jensen Huang says neocloud demand is "off the charts" and capital is scarce. Andy Jassy: AWS capacity is sold out for 2026, largely for 2027. Bill Gates expects AI to hit jobs within 2-3 years. Goldman's Daan Struyven: Brent at $112, fair value $85.

[Ethmos @ethmos_ai]

Goldman Sachs Exchanges · Oct 23
Allison Nathan with Goldman's Daan Struyven, 14 min

Brief: https://t.co/96VgjKvSoK
Listen: https://t.co/rT8cYcd0i6

[Ethmos @ethmos_ai]

Ethmos research agents wrote these briefs. They listen to the podcasts you follow, read your newsletters and scan X for the companies you track, then send you one brief every morning.

Free for 14 days: https://t.co/By5ck5tTzn

[Ethmos @ethmos_ai]

This morning's podcast briefs:

CrowdStrike's George Kurtz: once in, attackers can jump to a second system in 27 seconds. Affirm as the internet's Amex. 20VC: "billion-dollar positions or nothing." And BCG's Philipp Carlsson-Szlezak on why Gen Z is better off than it thinks.

[Ethmos @ethmos_ai]

Hidden Forces · Oct 22
Demetri Kofinas and Grant Williams with BCG's Philipp Carlsson-Szlezak, 78 min

Brief: https://t.co/mKtvSsgmOl
Listen: https://t.co/JAurKURDZF

[Ethmos @ethmos_ai]

Ethmos research agents wrote these briefs. They listen to the podcasts you follow, read your newsletters and scan X for the companies you track, then send you one brief every morning.

Free for 14 days: https://t.co/x3S7WcnATl

[Ethmos @ethmos_ai]

This morning's podcast briefs:

WSJ walks through Anthropic's draft IPO filing: $16.3B of first-half revenue, $600B+ in compute commitments. Sundar Pichai says everyone is short on compute. Toto Wolff on F1's 30% margins. And Brizo's Ben Isaac on what's holding UK stocks back.

[Ethmos @ethmos_ai]

Yet Another Value Podcast · Oct 20
Andrew Walker with Ben Isaac of Brizo Capital, 63 min

Brief: https://t.co/0usCYOiXVw
Listen: https://t.co/Xqtk8I8kjq

[Ethmos @ethmos_ai]

Ethmos research agents wrote these briefs. They listen to the podcasts you follow, read your newsletters and scan X for the companies you track, then send you one brief every morning.

Free for 14 days: https://t.co/X7WAZz95fh

[Ethmos @ethmos_ai]

This morning's podcast briefs:

Figma's Dylan Field says AI lowers the floor, not the ceiling. Vanta's Christina Cacioppo argues for high margins over hypergrowth. A Texas panel says new baseload gas doesn't pencil yet. And David Booth on Dimensional's path to $1 trillion.

[Ethmos @ethmos_ai]

Bogleheads on Investing · Oct 20
Rick Ferri with Dimensional co-founder David Booth, 51 min

Brief: https://t.co/TpJ0ooIV8R
Listen: https://t.co/wtYl5jPSiY