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Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
Ian Bremmer analyzes the widening rift between UAE and Saudi Arabia following the former's shock OPEC exit, while explaining how Iran's unexpected military resilience has trapped the Trump administration in a war with no viable exit strategy despite mounting domestic pressure and fraying alliances.
Chris Vermeulen warns a devastating market correction is inevitable long-term but remains aggressively long equities short-term based purely on bullish technical signals and money flows, demonstrating a disciplined price-following strategy that ignores macro news noise.
A researcher from Physical Intelligence argues that while robots now excel at short, dexterous tasks, true utility requires long-horizon autonomy for complex jobs like cleaning apartments or assembling server racks. The talk introduces MEM (Multiscale Embodied Memory), a system that uses compressed visual and linguistic memory to solve the latency and distribution shift problems that have historically prevented robots from tracking progress over extended time periods.
Former Yukon Premier Ranj Pillai argues that Canada's resource sector is primed for explosive growth amid $4,600 gold prices and a 180-degree federal policy reversal, despite the Bank of Canada remaining the only G7 nation with zero gold reserves and facing 15-year permitting bottlenecks.
John Collison and Emily Sans present Stripe's economic data revealing a surge in AI-driven business dynamism, debunking myths about a K-shaped recovery while showing how solopreneurs scale faster than ever and commerce shifts toward autonomous agents.
Joe Rogan and Ari Shaffir discuss Ari's seven-month South American travels, share intense stories about unregulated psychedelic experiences revealing human nature, and explore Texas's groundbreaking $100 million Ibogaine initiative for treating addiction and veteran PTSD.
Brent Johnson argues that despite narratives of US decline, America's military dominance remains unmatched and the Iran conflict reinforces global dollar demand through swap lines, while the shift to an "America First" foreign policy marks the end of the globalization era.
Google DeepMind engineers Thor Schaeff and Philipp Schmid demonstrate building conversational agents using the new Gemini Interactions API, a unified interface that supports both direct model inference and complex autonomous agents like Deep Research with server-side state management and asynchronous execution.
The video explores how AI agents—rather than humans—will increasingly select LLMs and software vendors, fundamentally disrupting enterprise software valuations and competitive moats, while also covering OpenAI's recent stumbles, Anthropic's $45B raise, and Thoma Bravo's $5.1B Medallia loss.
Transportation expert Andrew Miller predicts self-driving taxis will become as common as Uber in North American cities by 2035, potentially eliminating most of the 40,000 annual road deaths and reclaiming millions of hours of human attention, but success depends on resolving manufacturer liability and reconciling urban planning efficiency goals with American preferences for private transportation.
Susan Kokinda argues that a British imperial system combining monarchical 'soft power,' City of London finance, and intelligence networks has orchestrated US presidential assassinations and global conflicts since 1900 to suppress the 'American System' of economic sovereignty, with recent attempts on Donald Trump's life representing the latest battle in this centuries-old war between national development and financial extraction.
David Gomes from Cursor details how they replaced 15,000 lines of complex git work tree management code with a 200-line markdown skill using agent primitives, drastically reducing maintenance while enabling multi-repo support and flexible model comparisons, though requiring new approaches to ensure agent isolation.