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Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
A speculative Catrini Research blog post titled "The 2028 Global Intelligence Crisis"—imagining AI-driven mass unemployment and a 38% market crash—caused real selloffs in software and private credit stocks, revealing a dangerous decoupling of market volatility from fundamentals while creating buying opportunities for disciplined investors.
Veteran resource investor Rick Rule explains why he liquidated his physical silver position before the recent 30% single-day crash, distinguishing between gold as a savings asset and silver as speculation, while warning that oil prices could spike dramatically if Iran disrupts the Strait of Hormuz.
A crypto trader explains executing a pre-planned Bitcoin long position at $65.8k during a Sunday retest of the anchored VWAP, emphasizing that this was a specific technical setup rather than bullish conviction, while warning against chasing the move after the bounce occurred.
Jenny Wen, Head of Design at Claude, explains how AI coding tools have killed the traditional design process, forcing designers to shift from creating perfect mocks to supporting rapid engineering execution and setting shorter-term directional vision.
Brian Armstrong details Coinbase's decision to proactively sue the SEC to prevent the unlawful suppression of the crypto industry, explaining the political motivations behind regulatory ambiguity while advocating for long-term mission focus over short-term market reactions.
Cohere co-founder Nick Frost explains why his company focuses exclusively on enterprise AI infrastructure, detailing the immense resource barriers that limit foundational model development to roughly 10 global players while tracing the current AI revolution to Geoffrey Hinton's decades-long persistence with neural networks and the consumer accessibility of transformer technology.
Geoffrey Irving, Chief Scientist at the UK AI Security Institute (AISI), outlines a sobering threat landscape encompassing biological weapons, cyber attacks, and loss of control, while warning that current empirical safety methods lack theoretical foundations and cannot provide the high reliability guarantees needed for advanced AI systems.
Lyft trades at a $7 billion market cap but could be worth 3x or more to tech giants like Amazon or Alphabet, who would pay a premium for its 30% North American market share and Flex Drive fleet management capabilities to accelerate autonomous vehicle deployment.
Music educator Rick Beato explores the spiritual power of iconic guitar solos, traces jazz evolution from Django Reinhardt to bebop, and explains the neuroscience behind perfect pitch, while offering practical frameworks for ear training and guitar technique that emphasize daily practice and physical fundamentals.
Pulsia, an AI platform founded by Ben, reached $1M ARR in one month by acting as an autonomous 'AI CEO' that builds and operates companies overnight—handling coding, marketing, sales, and strategy while sending users daily morning briefings. The platform currently manages over 1,000 concurrent businesses, demonstrating a shift from AI as a tool to AI as a full-stack operator.
In this speculative 2026 scenario, political risk expert Ian Bremmer analyzes the US-Israeli decapitation strike against Iran's Supreme Leader, explaining Trump's strategic motivations while cautioning that removing leadership without ground forces or organized opposition likely leaves the IRGC's domestic repression apparatus intact.
Bitcoin's drop below $66K signals potential further downside to $60K unless reclaimed, with traders advised to avoid reacting to geopolitical news and instead wait for confirmed technical setups at key resistance levels.