Caterpillar

All-In's 2026 Predictions

All-In Podcast

Construction and mining equipment manufacturer, mentioned in the context of capital equipment benefiting from accelerated depreciation.

NVIDIA CEO Jensen Huang GTC 2026 Full Keynote

Yahoo Finance

A heavy equipment manufacturer mentioned as a partner for robotic implementations.

E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more

All-In Podcast

Mentioned in the context of a company having to fire an employee due to mob pressure.

The Man Who Proved Speed Kills Slow Companies | George Stalk Jr.

The Knowledge Project Podcast

E110: 2023 Bestie Predictions!

All-In Podcast

Mentioned as an equipment company benefiting from infrastructure spending tesis, independent of economic conditions.

Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits

All-In Podcast

Used as an example of a company with a lower price-to-earnings multiple.

Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Building AI Factories

Stanford Online

Has a company called Solar that manufactures gas turbines, mentioned in the context of the limited expansion of production capacity.

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

All-In Podcast

Manufacturing company mentioned as expanding capacity for power generation components.

Asking 3 young millionaires how they make $1.8M, $5M, & $12M/year

My First Million

A large industrial competitor in the backup generator market that Nick's company competes against.