# avory co (podcasts) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover avory co. Page: Feed: --- ## [Debrief: 4 things we learned from Meta.](https://share.transistor.fm/s/22ef8dca) _2026-07-29 · Avory & Co. · Avory - Markets and Investing_ Sean Emory of Avory & Co. debriefs Meta's July 29, 2026 earnings call, framing four key questions: AI monetization, open vs closed source strategy, enterprise AI, and the CapEx path into 2027 and 2028. Chapters 00:00 Meta Earnings Debrief 01:14 Show Intro & Disclosures 01:55 Revenue & Guide Highlights 02:55 AI Monetization Flywheel 06:49 Open Versus Closed Models 08:46 Enterprise AI On WhatsApp… [Listen](https://media.transistor.fm/22ef8dca/22cd8934.mp3) ## [Humans Buy Platforms. AI Buys Capabilities.](https://share.transistor.fm/s/5490fba5) _2026-07-21 · Avory & Co. · Avory - Markets and Investing_ Sean Emory of Avory & Co. explores how AI could change software competition if agents become buyers, not just users, shifting value from platform suites to composable, standalone capabilities. He frames three eras of software: individual tools, integrated platforms, and an emerging era where AI orchestration acts like a new operating system that selects the best capability for a task regardless of… [Listen](https://media.transistor.fm/5490fba5/22d3a9d0.mp3) ## [Prediction Markets Aren't Really About Betting... Maybe?](https://share.transistor.fm/s/d2c2cc48) _2026-07-08 · Avory & Co. · Avory - Markets and Investing_ Welcome to Avory Around the Desk Podcast... Sean Emory, Founder and CIO of Avory & Co., asks whether prediction markets like Kalshi are really about betting, or whether they could expand society's capacity to transfer risk. Using Florida's hurricane insurance crunch, the Generac hedge, and AI-enabled micro-insurance, he argues insurance is capacity, and technology may finally be able to expand it.… [Listen](https://media.transistor.fm/d2c2cc48/1abc3e63.mp3) ## [Five Questions for the Second Half of 2026](https://share.transistor.fm/s/33fbb16a) _2026-07-02 · Avory & Co. · Avory - Markets and Investing_ Avory’s Mid-2026 View Luis Alvarez and Avory Chief Investment Officer Sean Emory review the first half and outline Avory’s second-half views through five questions: 00:00 Five Big Questions 00:36 Show Format And Macro Setup 01:35 Market Bifurcation And AI Trade 05:00 Laggards, Ceasefire And Rotation 07:45 Is AI Really Macro Immune 10:44 Hyperscaler CapEx Reality Check 12:53 Trim Infrastructure And… [Listen](https://media.transistor.fm/33fbb16a/1b240417.mp3) ## [6 Questions on Meta: Burden Today, Moat Tomorrow](https://share.transistor.fm/s/b7015e78) _2026-06-26 · Avory & Co. · Avory - Markets and Investing_ Burden Today or a Moat for Tomorrow. On the Avory Around the Desk podcast, Sean Emory of Avory & Company discusses why Meta may be misunderstood despite being the cheapest of the Mag 7, the second-fastest grower behind Nvidia, and having the highest gross margins in the group. He frames the key debate around whether Meta’s aggressive AI and infrastructure CapEx is a near-term free cash flow burden… [Listen](https://media.transistor.fm/b7015e78/b45a898f.mp3) ## [Narratives, AI, and Durable Investment Bets](https://share.transistor.fm/s/61e3dd26) _2026-06-12 · Avory & Co. · Avory - Markets and Investing_ AI narrative momentum, durable value, and why Zoom and Roblox stand out | Around the Desk Ep. 85 Sean Emory, founder and CIO of Avory & Co., on the "AI on, AI off" market: where durable value actually accrues, why models may commoditize as open source catches up, and why ecosystem and context end up mattering more than the model itself. Plus a look at Zoom (Avory's top holding) for its cash,… [Listen](https://media.transistor.fm/61e3dd26/968bee7a.mp3) ## [What Data Says About Oil Spike, Vix Spike, and AI](https://share.transistor.fm/s/dfe27afb) _2026-03-13 · Avory & Co. · Avory - Markets and Investing_ In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through several market signals that stood out this week. Markets are seeing multiple spikes simultaneously: • Oil prices jumping sharply • Volatility surging • Corporate insider buying rising in financials • Massive AI infrastructure spending from hyperscalers Rather than reacting to headlines, we step back and ask… [Listen](https://media.transistor.fm/dfe27afb/aa62564b.mp3) ## [What did we learn from NVIDIA and Software this Week?](https://share.transistor.fm/s/3f61da04) _2026-02-27 · Avory & Co. · Avory - Markets and Investing_ AI vs SaaS: Seat + Consumption Can Coexist Salesforce, Workday, Nvidia, Zoom, Block | Around the Desk This week on Around the Desk, Sean Emory breaks down a pivotal week for AI and enterprise software. Are seat-based models being replaced? Or is AI expanding the value of platforms? Using earnings and data from Salesforce, Workday, Nvidia, Zoom, and Block, Sean argues AI is enhancing durable… [Listen](https://media.transistor.fm/3f61da04/0e5bc739.mp3) ## [Are we closing in on a Software Bottom or No?](https://share.transistor.fm/s/43465f95) _2026-02-20 · Avory & Co. · Avory - Markets and Investing_ In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through the key market signals this week and asks a central question: Are we getting close to a bottom in software? Insiders are buying. Business formations are surging. Software job postings are rising. App creation is accelerating. Yet sentiment remains stretched. We break down what the data is actually saying.… [Listen](https://media.transistor.fm/43465f95/b77c951d.mp3) ## [Find what they just said (Sponsored)](https://crawlproof.com/a/97SwYQX8ZaHk) _2026-02-20 · **Sponsored**_ Surface recent public signals so you can send policy-aware, relevant outreach ## [The AI Scare Trade: Jensen Says Its Illogical - We Agree](https://share.transistor.fm/s/8b43760a) _2026-02-13 · Avory & Co. · Avory - Markets and Investing_ In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down the recent software selloff and the broader AI scare trade. Inflation is cooling. Jobs are stable. Earnings are holding up. Yet parts of software are trading as if AI is about to eliminate entire business models. Does that make sense? Chapters: 00:00 Welcome + Disclaimer 00:40 Software Selloff vs AI Boom… [Listen](https://media.transistor.fm/8b43760a/a72567eb.mp3)