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Artwork for The Next Big Thing: A Megatrends Podcast

The Next Big Thing: A Megatrends Podcast

WisdomTree
Artificial Intelligence
Quantum Computing
Cybersecurity
European Defense
Nuclear Energy
Geopolitics
A.I.
Bitcoin Mining
Fincantieri
Rheinmetall
NVIDIA
Google
Web3
Gaming Industry
Cloud Mining
Indra
Physical AI
Energy Addition
European Infrastructure
Lithium

Megatrends are changing our world. We’ve seen the internet and smartphones transform our lives and, more recently, have seen artificial intelligence touted as ‘the next big thing’, with the emergence of software like ChatGPT. So, what’s next?

PublishesTwice monthlyEpisodes53Founded3 years ago
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Artwork for The Next Big Thing: A Megatrends Podcast

Latest Episodes

Mining is becoming one of the first industries to deploy physical AI at scale, offering a glimpse into how AI could transform heavy industry.

In this episode of The Next Big Thing, we speak with Yudong Liu from Eacon about how physical AI is transf... more

For decades, space has been about exploration, satellites and rockets. But what if its biggest opportunity is manufacturing?

In this episode of The Next Big Thing, we explore how space is becoming a new frontier for industrial production. We speak ... more

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Artificial intelligence is transforming industries around the world. But beneath every AI model sits an increasingly complex infrastructure stack powering it all.

In this episode of The Next Big Thing, we speak with Dylan Patel, founder of SemiAnal... more

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Rare earths are no longer just a niche mining story.

They sit at the centre of some of the most important trends shaping the global economy, from electric vehicles and robotics to AI infrastructure, drones and defence systems. Yet the real challeng... more

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As breakthroughs continue across the industry, the focus is increasingly shifting towards how quantum technologies can be deployed to solve real-world problems.

In this episode of The Next Big Thing, we explore the software, algorithms and platforms... more

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Quantum computing is often discussed as a future technology. But what if parts of that future are already here? In this episode of The Next Big Thing, we speak with Nathan Mason from BQP about the growing convergence between quantum computing, artifi... more

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Lithium sits at the heart of the energy transition, but the story is evolving.

In this episode of The Next Big Thing, Mobeen Tahir and Christopher Gannatti are joined by Ana Cabral, CEO of Sigma Lithium, to explore the shifting dynamics of the lithi... more

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Europe is entering a new phase, one defined by defence spending, infrastructure investment and a renewed focus on strategic autonomy.

In this episode of The Next Big Thing, Mobeen Tahir is joined by Aneeka Gupta and Baoqi Zhu to unpack two of the mo... more

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Recent Guests

Jacques Fossey
CTO of BioOrbit
BioOrbit
Episode: Space is becoming the world's next factory | The Next Big Thing
Dylan Patel
Founder of SemiAnalysis, research group
SemiAnalysis
Episode: Dylan Patel on the infrastructure powering the AI revolution | The Next Big Thing
Simon Fried
Executive at Classic, focused on quantum software
Classic
Episode: The software behind the quantum revolution | The Next Big Thing
Nate Mason
Quantum computing executive focused on quantum-inspired algorithms at BQP
BQP
Episode: Quantum computing, AI and the future of problem solving
Ana Cabral
CEO and Co-Founder, Chairperson of Sigma Lithium
Sigma Lithium
Episode: From EVs to data centres: the growing demand for lithium | The Next Big Thing
Aneeka Gupta
Director of Macroeconomics Research
WisdomTree
Episode: Europe’s structural shift: defence and infrastructure in focus | The Next Big Thing
Baoqi Zhu
Associate Director of Quantitative Research and Multi-Asset Solutions
WisdomTree
Episode: Europe’s structural shift: defence and infrastructure in focus | The Next Big Thing
Blake Heimann
Frequent contributor on AI and software themes
Episode: From chatbots to robots: the rise of physical AI | The Next Big Thing
Dr. Alexander Sagel
CEO of RENK
RENK
Episode: How RENK is scaling mobility for the next generation of defence platforms | The Next Big Thing

Hosts

Chris Gennatti
Global Head of Research focusing on megatrends and thematic investing
Mobeen Tahir
Director of Macroeconomics and Thematic Research, co-host for global megatrend discussions

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Talking Points

Recent interactions between the hosts and their guests.

Space is becoming the world's next factory | The Next Big Thing
Q: How did you end up becoming the CTO of BioOrbit and what inspired the intersection of space and biology?
The guest describes a long, passion-driven journey through space engineering, a shift toward BioOrbit after meeting the founder, and how the potential of producing drugs in space hooked him because it could benefit people on Earth.
Dylan Patel on the infrastructure powering the AI revolution | The Next Big Thing
Q: How should companies think about balancing AI model choice and cost in a world of increasingly powerful yet expensive memory resources?
Businesses should segment workloads into AI-augmented processes and broader AI-enabled tasks, favoring newer, more token-efficient models for frequent tasks to reduce total token generation. For high-value, latency-sensitive work, invest in faster cores and optimized architectures to minimize token counts and time, rather than simply chasing cheaper models.
Dylan Patel on the infrastructure powering the AI revolution | The Next Big Thing
Q: What are the core drivers of the current AI infrastructure cost structure, and how does memory fit into that picture?
Memory, especially the KV cache and memory bandwidth in reasoning and agentic workloads, is becoming a dominant cost driver alongside compute. While GPUs and special AI accelerators matter, memory capacity, availability, and elasticity are what determine sustained AI performance and price-per-token over time.
Rare earths: rebuilding the supply chains powering the future | The Next Big Thing
Q: Could you introduce yourself to our audience and share how you gravitated toward MP Materials?
Ryan explains his finance background and how he shifted toward mining and MP Materials, highlighting the opportunity to build the full US supply chain from Mountain Pass onwards and the strategic importance for national and economic security.
Quantum computing, AI and the future of problem solving
Q: What are some concrete examples of quantum-enabled benefits today?
Examples include quantum-inspired methods that increase GPU utilization, breakthrough speedups in space-domain propagation (250x faster) with edge-ready models under a megabyte, and significant model-size reductions enabling on-device inference.

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Frequently Asked Questions About The Next Big Thing: A Megatrends Podcast

What is The Next Big Thing: A Megatrends Podcast about and what kind of topics does it cover?

This show continuously tracks megatrends shaping markets and technology, with a focus on how AI, quantum computing, energy transitions, and defense/infrastructure themes create investment opportunities and strategic shifts for businesses. Episodes feature candid conversations with investors, corporate leaders, and technologists who unpack near-term applications, policy drivers, and ecosystem dynamics, often highlighting how large-scale hardware, software, and data center needs intersect with capital markets. Noteworthy is the emphasis on practical timelines and real-world use cases—from lithium and sustainable mining to physical AI and quantum-ready infrastructure—offering listeners a clear read on where opportunities may emerge next across... more

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Which podcasts are similar to The Next Big Thing: A Megatrends Podcast?

These podcasts share a similar audience with The Next Big Thing: A Megatrends Podcast:

1. SemiAnalysis Weekly
2. Training Data
3. Sourcery
4. Invest Like the Best with Patrick O'Shaughnessy
5. The a16z Show

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The Next Big Thing: A Megatrends Podcast launched 3 years ago and published 53 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Next Big Thing: A Megatrends Podcast?

Recent guests on The Next Big Thing: A Megatrends Podcast include:

1. Jacques Fossey
2. Dylan Patel
3. Simon Fried
4. Nate Mason
5. Ana Cabral
6. Aneeka Gupta
7. Baoqi Zhu
8. Blake Heimann

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