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The OrionX Research team and guests discuss Big Ideas in Tech, covering major trends and products that can impact your investment decisions and change the technology options you consider.
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Episodes
Analyst RoundTable: IPOs, AI, BTC- OXD37 15.06.2026
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...
Analyst Roundtable: GTC, AI, Social Media in Court, War-time Supply Chain, BTC Bubbles – OXD36 06.04.2026
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 - Nem o tron vs Nem a tron - 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 [...
Analyst Roundtable: BTC Bubbles, AI Agents, Super Bowl – OXD35 20.02.2026
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/2...
Analyst Roundtable: AI, Social Media, Bitcoin, Quantum – OXD34 29.12.2025
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...
Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD33 16.11.2025
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 - A...
Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD32 07.09.2025
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 blockch...
Analyst Roundtable: AI Coding, Bitcoin Treasury Companies, U.S. AI Action Plan – OXD31 12.08.2025
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 .
Analyst Roundtable: AI Agent Swarm Coding, PCIe, UEC, BTC – OXD30 08.07.2025
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_202...
Analyst Roundtable: AI HPC Cloud Quantum Crypto Fusion – OXD29 05.06.2025
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...
Analyst Roundtable: Tariffs, AI Chips, BTC Reserve, AI Pricing, DC Carbon – OXD28 28.04.2025
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...
Analyst Roundtable: GPUs, AI, Quantum, Bitcoin, China – OXD27 08.04.2025
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,...
Analyst Roundtable: Chips, AI, Search, Quantum, Bitcoin, Fusion – OXD26 10.03.2025
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,...
SC24, Supercomputing, CryptoSuper500, Quantum, RISC-V Summit – OXD25 17.12.2024
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...
SimOps with Peter Ungaro and Burak Yenier of Simr 19.08.2024
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 produc...
Bitcoin ETF, Bitcoin Halving, CBDCs – OrionX Download Podcast 30.01.2024
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...
Technopolitics, a Technology Lens to Guide Policy – OrionX Download Podcast 31.07.2023
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 .
OrionX Download Podcast: Future System Architecture 30.03.2023
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 .
OrionX Download Podcast: Crypto Winter, SBT, CBDC 13.02.2023
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/O...
OrionX Download Podcast: Fintech Update, CryptoSuper500, CBDC, NFT, DeFi, Regulations 07.08.2022
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/OXD...
Crypto Mining Rankings, NFT, CBDC 28.11.2021
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]...
@HPCpodcast-2: TOP500 at SC21 17.11.2021
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_20...
@HPCpodcast-1: HPC and AI Chips and Accelerators 16.11.2021
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...
Cryptocurrency FUD, Fact or Fiction? 15.11.2021
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...
Cryptocurrency State of the Market and Short History 28.12.2020
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...
Edge Computing, with Tensor Networks CTO 28.10.2020
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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