Why the AI Boom Is Just Getting Started
A long-view case that AI is still early, with the biggest opportunities shifting from models to infrastructure and workflow integration.
The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
Benedict Evans argues AI’s most durable near-term value is concentrating in coding, application layers, and enterprise workflows, while foundation models themselves risk commoditization.
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute
Nebius argues AI infrastructure is still early, demand for compute is elastic, and the real moat is moving up the stack.
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
A wide-ranging IPO panel on public listings, AI infrastructure, and the next frontier in space data
Anthropic Files $965B IPO, Trump Signs AI Executive Order, and ChatGPT Crosses 1B Users | EP #262
A wide-ranging AI, policy, and longevity conversation focused on frontier labs, public ownership, and the next wave of biotech
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
Dan Loeb on the return of short selling, durable moats, and the limits of automation
Stop Chasing AI - Here’s Where to Invest Right Now
A cautious case for broadening beyond AI-heavy leadership
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic
AI capital intensity, software repricing, and the changing social contract of startups
The Memory Pioneer: Sanjay Mehrotra on SanDisk, Micron, and the AI Infrastructure Boom
Sanjay Mehrotra on memory, AI demand, and the personal values behind semiconductor leadership
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
A sweeping case for AI-driven market concentration, massive private-company winners, and a looming IPO wave
Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation
Uber’s CEO on rebuilding a crisis company, betting on AI and autonomy, and expanding into travel
Ray Kurzweil on Why We’re Living in the Singularity | EP #261
Ray Kurzweil maps the road from today’s AI boom to AGI, singularity, and a reorganized society
Bill Ackman: Here's What the Market is MISSING
Bill Ackman lays out a high-conviction case for durable businesses, AI-era disruption, and long-duration compounding
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
OpenAI’s CFO frames IPOs, rivalry, and infrastructure as part of a long-term scaling strategy
Full Episode: The AI Industrial Revolution
A wide-ranging conversation on how AI is reshaping software, hardware, regulation, and creative work