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.
Joined July 2026
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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.
In today's Ethmos brief:
Jensen Huang on BG2: NVIDIA now gets ~40% of the big clouds' capex, up from single digits six years ago.
Greg Brockman on No Priors: OpenAI pulled ~25% of its production engineers off their projects to hunt vulnerabilities.
The briefs from the video, plus Mark Zuckerberg on Cheeky Pint and AWS CEO Matt Garman on The a16z Show, with deep dives: ethmos.ai/brief/oct-16.html
Try Ethmos free for 14 days.
Ethmos retweeted
It’s funny because we said 3 months ago the future hedge fund analyst job will be to collect esoteric information
This is another step forward to automate that part of the job
My theory is that relationships and access to semi-private information will be all the alpha up for grabs in a few years
🤝 Paid partnership
Ethmos retweeted
I have a funny story that wouldn't have been so funny if this software was a thing back when I was a banker.
We were running a sale process for a company on the smaller side of our coverage. COO was an older guy who had been at the company for decades.
Couple weeks into the process, he attends an industry conference where on a panel he (accidentally and implicitly) stated that the next 2 quarters for his company were going to be much worse than expected, and that the broader industry was going to see some declines.
We find out about this and are freaking out. VP has me thinking of ways to spin his comments as less bearish than they were in reality.
Over the next few weeks, we're waiting for a sponsor to reach out and ask about what he said, but not a single one did.
The transcript was out there if you knew where to look, but nobody did. Nowadays it would be in your inbox the next day.
First reporting package post close was pretty ugly, but they recovered. COO almost costed him and the rest of the old management team a couple million though.
🤝 Paid partnership
Ethmos retweeted
OKAY, THIS IS THE KIND OF THING I’D WANT AI TO HANDLE FOR ME!
Ethmos is launching research agents that track the companies you follow and find their executives on podcasts, including smaller shows you might never come across.
You get a brief each morning with the key points and links to the episodes. So beyond earnings calls, you have more conversations to dig into and learn from, without having to find them all yourself.
🤝 Paid partnership
Last week alone: 100+ appearances by people from 50+ companies across 70+ shows, from CNBC to niche trade podcasts.
Tell Ethmos the companies you cover. Every morning you get a brief on what their executives said: who said it, on which show, when, and a link to listen.
Try it free for 14 days: ethmos.ai/?ref=x-launch
Ethmos retweeted
Last month, we launched TMTB Podcast Intel, powered by Ethmos.
More and more tech alpha lives in podcasts. Ethmos agents listen to every episode in our coverage and write briefs; TMTB curates the highest-signal ones.
Out almost daily to paid TMTB subs.
Snippet from yday's:
An Ethmos agent wrote this brief from the episode; the deep dive is behind the link. Ethmos agents listen to podcasts, read newsletters and scan X for the names you follow, and file briefs every morning: ethmos.ai/s/azwl1k1rm7bxup?r…
Listen to the full episode on Capital Allocators: tedseides.libsyn.com/nancy-z…
NVIDIA's Jensen Huang on Squawk Pod: OpenShell, the company's new open-source containment system for AI agents, launched with more than 100 partners, including Anthropic, Microsoft, JPMorgan, CrowdStrike and Hugging Face. OpenAI is not on the list.
Five items:
An Ethmos agent wrote this brief from the episode; the deep dive is behind the link. Ethmos agents listen to podcasts, read newsletters and scan X for the names you follow, and file briefs every morning: ethmos.ai/s/6smq4ebcqwg9nf?r…
