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Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
Dylan Patel explains that Big Tech's $600B CapEx represents multi-year pre-purchases of power and data centers through 2029, while AI labs face an immediate crunch where Anthropic's conservative compute strategy forces them to pay massive premiums on spot markets compared to OpenAI's aggressive long-term contracting.
Pulitzer Prize-winning author Louise Erdrich discusses her decades-long process of crafting short stories for "Python's Kiss," revealing how writing serves as her primary means of processing experience and why she embraces the mystery of creation rather than controlling it.
Apollo Chief Economist Torsten Sløk warns that the Iran conflict has driven oil to $118/barrel, adding 0.7% to headline inflation and likely forcing the Fed to hold rates higher for longer with zero cuts expected in 2026, while the US benefits from energy exports as import-dependent Asian and European markets suffer.
Former Deutsche Bank risk manager Eric Ben-Artzi and ex-Kleiner Perkins partner Ellen Pao share their experiences exposing accounting fraud and gender discrimination, revealing how institutional power structures in law and media often inflict greater costs on whistleblowers than the original misconduct.
Anthony Scaramucci argues that Donald Trump maintains an inexplicably deferential relationship with Vladimir Putin—suggesting potential compromising information—while opponents counter that institutional checks prevent pro-Russian policies and adversaries actually fear Trump's unpredictability.
Geopolitical strategist Peter Zeihan warns that the US-Iran war has already triggered a global energy recession by blocking the Strait of Hormuz, while America's lack of strategic goals and Iran's asymmetric drone advantage threaten to permanently remove Persian Gulf oil from global markets within days.
Gary Vaynerchuk argues that 'social media' died four years ago, replaced by algorithm-driven 'interest media' that rewards voluminous organic content creation over follower-based distribution. In an era where AI commoditizes information, building a genuine brand—whether personal or corporate—is the only defensible long-term arbitrage for entrepreneurs.
The TED Idea Search in Lagos brings together African innovators competing for the main stage in Vancouver, showcasing how the platform amplifies underrepresented voices while providing rigorous coaching to transform raw ideas into global movements.
Analyst Rob Bruggeman argues that unsustainable government debt and geopolitical fragmentation are driving a multi-year commodities supercycle, with gold potentially doubling from current levels as central banks diversify away from the US dollar ahead of an inevitable fiscal crisis.
Michael Pollan discusses the enduring mystery of consciousness, from the failed scientific quest to locate its neural origins to the therapeutic potential of psychedelics and the possibility of plant awareness, ultimately warning against surrendering our interior mental lives to modern distractions.
Anthropic faces an existential dilemma as the Pentagon designates it a supply chain risk, threatening billions in B2B revenue and forcing a legal battle where the company may win on First Amendment grounds but likely must politically acquiesce to survive, while Meta's absorption of Oracle/OpenAI's surplus data center capacity suggests AI infrastructure demand remains insatiable despite cooling expansion plans.
Chris Irons warns that private credit markets are experiencing severe stress with major funds gating redemptions, while broader equity markets remain dangerously overvalued due to quantitative easing distortions that may have permanently reset historical valuation norms higher.