20VC with Harry Stebbings
The $100,000 token budget EVERY engineer will need | Sierra Co-Founder
Sierra’s co-founder on frontier AI demand, token economics, enterprise deployment, and building with intensity
Curated Reports
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20VC with Harry Stebbings
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups
AI budgets tighten, frontier-model politics intensify, and software roll-ups get a fresh look
Doom Debates
Let's CALL OUT the AI Doom “Enablers” Joining OpenAI & Anthropic — Dr. Holly Elmore, PauseAI US
Holly Elmore argues AI safety needs political pressure, not insider deference
All-In Podcast
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
A wide-ranging episode connecting politics, AI competition, semiconductor bottlenecks, and the economics of massive compute buildouts
TheStreet
S&P 500 Investors Aren't Actually Diversified — Where to Invest Now
A case for broader diversification beyond the S&P 500
Fox News
Kevin Warsh makes first interest rate decision as Fed Chair
Fed Chair Warsh keeps rates unchanged while signaling a simpler, more data-dependent Fed
Excess Returns
The Trillion Dollar Gap | Aswath Damodaran on SpaceX, AI and the Big Market Delusion
A cautionary framework for valuing SpaceX, AI, and other story-heavy businesses
Andrew Huberman
The Mental Frame & Specific Daily Actions to Succeed | Andy Stumpf
A wide-ranging conversation on discipline, risk, resilience, and finding clarity through hard choices
The Compound
Preparing for the Next Capital Loss Cycle | TCAF
PIMCO’s Dan Iverson on the new macro regime, AI, and why credit losses may be normalizing
20VC with Harry Stebbings
How Export Controls Helped Not Hurt China & Power is the Bottleneck to AI | Perplexity CEO
Perplexity CEO Aravind Srinivas on why AI’s next fight is agents, orchestration, power, and physical infrastructure
20VC with Harry Stebbings
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning
A wide-ranging conversation about how AI is reshaping enterprise spending, software development, and team structure
All-In Podcast
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
The hosts connect AI safety backlash, public-control proposals, inflation anxiety, and California election disputes into a broader argument about trust in institutions.
The Compound
Why the Knockout Punch Never Comes | TCAF 246
A market conversation about crowded AI leadership, broadening participation, and why investors keep waiting for the next crash
All-In Podcast
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
A live investing pitch contest spanning casinos, power, biotech, and crypto infrastructure
Bg2 Pod
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang
SpaceX’s IPO, AI compute ambitions, and the scale of the coming AI buildout dominate a bullish, infrastructure-heavy market discussion.