Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
Benedict Evans compares today's AI landscape to the internet in 1997, arguing that agentic coding has emerged as the first true product-market fit use case while the industry grapples with severe infrastructure scarcity and an uncertain future where foundation models risk becoming commoditized infrastructure rather than value-capturing platforms.
Dr. Marie-Pierre St-Onge explains the bidirectional relationship between sleep and metabolism, revealing how even modest sleep restriction increases daily calorie intake by 250-300 calories through sex-specific hormonal mechanisms, while dietary fiber enhances deep sleep and saturated fats impair sleep quality.
Former Wall Street analyst Nomi Prins argues that supply chain disruptions from the Iran war and structural shortages in critical minerals are creating significant upside opportunities in copper and silver, while central bank interventions continue to create 'permanent distortions' that prop up equity markets despite geopolitical crises.
Wix stock presents a controversial, asymmetric value opportunity trading at 4-5x free cash flow after a 30% post-earnings crash, where investors potentially get a thriving backend business ecosystem and fast-growing AI platform Base 44 for free if the company survives the generative AI transition.
Secondary markets have doubled 2021 volume to become a primary exit avenue rivaling IPOs, offering necessary liquidity for employees and VCs but creating risks around inflated valuations, predatory SPV fees, and the loss of public market accountability that once corrected strategic errors like Facebook's HTML5 mistake.
Dat Ngo from Arize AI explains how modern AI systems require reimagined observability and evaluation patterns built on OpenTelemetry to manage non-deterministic agents, emphasizing that the future of AI engineering lies in automated experimentation flywheels that eliminate manual dashboard work.
Jordan Peterson warns that victimhood narratives historically precede genocide and societal collapse, using the Soviet deculacization as a cautionary tale, while arguing that personal resentment corrupts even simple work and that free speech is essential because discovering truth requires the freedom to be wrong.
Lawrence Lepard argues the U.S. is at 'Defcon 2' financially, with debt growing faster than GDP making a massive monetary expansion ('The Big Print') mathematically inevitable within 1-2 years, likely forcing the Fed into emergency measures despite current hawkish posturing.
Tony Fadell shares lessons from building the iPod and iPhone, arguing that creating category-defining products requires resisting AI-driven cognitive surrender, embracing opinion-based decision-making for 1.0 versions, and micromanaging critical details while maintaining ruthless focus on customer pain points and storytelling.
Spotify Co-CEO Gustav Söderström details the company's unique three-year leadership transition and their shift from 'divide and conquer' to a 'synchronized swimming' model, where 14 senior leaders meet weekly to prevent organizational silos from fragmenting Spotify's unified super app experience.
Grab transformed from a cash-burning ride-hailing startup into Southeast Asia's dominant super-app by defeating Uber through hyper-local adaptation—including cash payments, tuk-tuks, and custom mapping—while building a profitable fintech ecosystem serving over 600 million people across eight diverse countries.
Cerebras CEO Andrew Feldman and Planet Labs CEO Will Marshall reveal the administrative realities of going public versus the operational status quo, while outlining transformative infrastructure shifts—moving data centers to space as launch costs plummet, and rebuilding silicon architectures for the AI era—that signal a record IPO wave ahead.