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Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
David Rosenberg warns that silver's parabolic chart mirrors the 1987 pre-crash setup and stocks are in a bubble with negative equity risk premiums, while gold remains in a secular bull market driven by relentless central bank accumulation despite near-term overbought conditions.
Neuroscientist Tommy Wood explains that 45-70% of dementia cases are preventable through lifestyle, arguing that cognitive decline follows a 'use it or lose it' pattern where modern lifestyles leave us overstimulated by digital noise yet critically understimulated by meaningful mental challenges, accelerating preventable brain atrophy.
Jordan Peterson explores how minor neglected decisions accumulate into existential chaos, how biological mechanisms like scent detection and the orienting reflex govern behavior beneath consciousness, and how mythological knowledge transmits through embodied mimicry rather than explicit instruction.
Global markets experienced a severe risk-off event driven by twin fears that AI is simultaneously disrupting traditional software business models while failing to deliver returns on massive infrastructure investments, compounded by weakening labor data that suggests a structural 'jobless growth' decoupling where GDP expands without proportional employment gains.
Recent AI breakthroughs in reasoning models stem from Reinforcement Learning with Verifiable Rewards (RLVR), which trains models by rewarding accurate solutions to objectively checkable problems like math and coding, enabling scalable performance gains through iterative trial-and-error rather than human preference optimization.
Rep. Jared Moskowitz discusses the Clinton-Comer Epstein hearing dispute, warning Republicans that hauling in former presidents sets a dangerous precedent that could backfire when Democrats regain power.
Hillary Clinton has publicly challenged House Oversight Chairman James Comer to hold televised hearings regarding Epstein-related investigations, rejecting private depositions after six months of negotiations over scope and format. The confrontation highlights growing fears of political escalation, with Trump surprisingly defending the Clintons—likely out of self-preservation concerns that targeting former presidents could lead to retaliatory investigations against his own family members.
Following a historic $350 billion liquidation event that tested Bitcoin at $60,000, the market faces continued midterm-year cyclical headwinds despite bouncing from critical technical supports, while Ethereum's breakdown to $1,700 presents both tactical risk and long-term accumulation opportunities amid extreme fear sentiment.
SGLang achieves breakthrough LLM serving performance on NVIDIA GB200 through PD disaggregation, mixed-precision kernels (FP8/NVFP4), and zero-overhead speculative decoding, delivering up to 1.9x speedups over H100 while maintaining accuracy and eliminating GPU idle bubbles.
The conversation contrasts the "AI 2027" report's milestone-based path to AGI (superhuman coder → researcher → ASI by 2031) with the "jagged capabilities" view, concluding that while AI will automate significant software development tasks within months, fully autonomous research and general computer use remain distant due to specification challenges and uneven capability profiles.
Neera Tanden and Scott Galloway analyze how the Trump administration's tariff policies and contradictory housing stance worsen affordability, while big tech platforms like Uber hike prices post-consolidation, creating an economic squeeze where first-time homebuyers now average age 40 and healthcare costs remain inflated by opaque middlemen.
Mala Gaonkar, founder of SurgoCap Partners, details her concentrated investment strategy focused on identifying rare businesses with durable competitive advantages across four verticals, emphasizing that every company is a technology business and that small teams combined with data science create an edge in identifying how legacy technologies disrupt traditional industries.