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Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
MiniMax researcher Olive Song details how their 10B-parameter M2 model achieves state-of-the-art coding and agentic performance through interleaved thinking patterns, systematic environment perturbations, and tight feedback loops with in-house expert developers.
Constellation Software (CSU) has experienced its largest drawdown ever, falling 50% amid AI disruption fears, creating a potential buying opportunity in a high-quality compounder often called the "Berkshire Hathaway of software." The company operates a decentralized model acquiring over 1,000 niche vertical market software businesses with a permanent capital mindset under founder Mark Leonard, who recently stepped down due to health concerns.
Frank Giustra argues gold's recent rally to $5,000 was merely a catch-up to fundamentals, with the true parabolic spike still ahead, while warning Bitcoin is a manipulated pump-and-dump scheme destined to crash to $10,000-$20,000 as leveraged corporate treasuries unwind. He recommends avoiding crypto hype and instead buying unloved energy stocks paying 7-10% dividends while preparing for potential geopolitical chaos from an Iran conflict.
The analyst outlines an active Bitcoin trading plan centered on a long position initiated at $66.6K, explaining how recent reclaiming of volume-based support levels and higher low formations signal local bullish momentum, while detailing a strategy to hold for $72K resistance or scalp a potential fake-out at $69K.
Market technicals have reset to neutral levels supporting potential new highs, while the Supreme Court's ruling against IEEPA-based tariffs merely shifts the administration to alternative legal frameworks with Iran tensions now posing the greater volatility risk.
OpenAI Codex Product Lead Alexandros Birbilis argues AI will augment rather than replace software engineers, predicting a 'compression of the talent stack' toward full-stack generalists while identifying human typing speed and validation work—not compute—as the primary bottleneck to AGI.
Jordi Visser argues that AI-driven deflation is triggering a historic deleveraging of the $800 trillion fiat system, causing capital to rotate from software stocks into scarce assets like Bitcoin as the traditional liquidity correlation between tech and crypto breaks down.
The Supreme Court ruled that President Trump's IEEPA tariffs unconstitutionally usurped congressional revenue authority, forcing a pivot to temporary Section 122 measures while affirming emergency embargo powers; simultaneously, one-third of the US Navy is massing near Iran ahead of a 10-day deadline for nuclear negotiations that could trigger military strikes and oil market shocks.
Guillermo del Toro discusses his lifelong obsession with Mary Shelley's 'Frankenstein,' which he first read at age 11 and identified with the creature's profound loneliness, culminating in an Oscar-nominated adaptation that uses the 1818 text to explore themes of paradox, suffering, and humanity through operatic visuals and meticulously researched period dialogue.
Saagar Enjeti and Michael Tracey debate the significance of Prince Andrew's arrest and Jeffrey Epstein's true nature, contrasting views of Epstein as a sophisticated financial intelligence asset operating above the law versus Tracey's skepticism of what he terms 'Epstein mythology' driven by media sensationalism.
Market veteran Peter Grandich warns that the U.S. debt trajectory has reached an unsustainable tipping point that will force dramatic lifestyle changes within 5-10 years, while predicting the stock market has already peaked and gold enters a consolidation phase before resuming its bull run.
Joe Rogan and comedian Matt McCusker discuss biohacking strategies from creatine loading to fermented foods, examine how algorithms exploit outrage through facial tracking, and analyze suspicious details surrounding Jeffrey Epstein's death and Prince Andrew's legal troubles.