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In Good Company (Nicolai Tangen)

IBM CEO Arvind Krishna explains the company's strategic pivot from declining hardware and services to a hybrid cloud and AI software model, detailing the $34 billion Red Hat acquisition rationale, the spin-off of IT infrastructure services, and warning that the current AI infrastructure buildout represents a bubble that only two or three large model providers will survive.

Conversations with Tyler (Tyler Cowen)

India faces a constitutional crisis over parliamentary representation frozen to 1971 census data, creating severe malapportionment where high-population northern states are under-represented compared to southern states, while delayed censuses and political gridlock prevent resolution.

Adam Taggart | Thoughtful Money

Housing analyst Melody Wright predicts a foreclosure 'dam break' in Q4 2025 as national home prices show their first spring decline since 2011, with inventory surges spreading from the Sun Belt to the Midwest and Northeast while distress sales overtake conventional transactions.

Reuters

Secretary of State Marco Rubio detailed 'Project Freedom,' a defensive U.S. military operation to escort commercial ships and rescue 23,000 stranded civilians from the Iranian-blocked Strait of Hormuz, paired with crippling economic sanctions aimed at forcing Iran to abandon its nuclear program and reopen the critical waterway.

Latent Space

Physicist Alex Lubyansky discusses how GPT-5 and reasoning models like o3 have achieved superhuman capabilities in theoretical physics, solving the year-long mystery of single minus gluon tree amplitudes and reproducing complex research in minutes rather than months.

Bloomberg Technology

Apple is exploring U.S.-based chip manufacturing with Intel and Samsung to reduce reliance on TSMC amid geopolitical tensions, while major AI firms expand government oversight agreements and Pinterest demonstrates success with specialized, cost-efficient AI models.

The David Lin Report

Portfolio manager Tomasz Nadrowski warns that China's dominance over critical mineral refining—controlling up to 99% of some materials—creates an immediate supply chain crisis for the West, requiring urgent reshoring of processing capacity and tariff-protected price mechanisms to break dependence accumulated over three decades.

Joe Rogan Experience

Chamath Palihapitiya argues that societal unrest stems from a structural economic imbalance where capital gains are taxed less than labor, enabled by technology that extracts value without workers, while contemporary debates about AI and UAPs distract from this core issue; Rogan counters that government incompetence and waste make taxation-based solutions untenable.

Jordan Peterson

Jordan Peterson explores Jean Piaget's discovery that morality develops through children's cooperative play, where unconscious behavioral patterns become conscious ethical frameworks, while examining how humans navigate between nature's devouring chaos and culture's symbolic order through sacrifice and transformative crisis.

Reuters

President Trump signs a proclamation reinstating the Presidential Fitness Test alongside Health Secretary Robert F. Kennedy Jr. and athletes Bryson DeChambeau and Gary Player, while defending recent military strikes on Iran and touting stock market records.

Yahoo Finance

This market analysis covers steady economic data suggesting gradual labor market cooling, Palantir's post-earnings decline despite strong growth as investors question its AI differentiation, and IBM's Gary Cohn predicting Fed Chair candidate Kevin Warsh would aggressively shrink the Fed's balance sheet while returning the institution to its core monetary mandate.

a16z Podcast

Tony James details his 25-year journey transforming Donaldson, Lufkin & Jenrette from a struggling five-person team into a $29 billion Wall Street powerhouse through merchant banking and high-yield debt, while sharing insights from early investments in Costco and Starbucks and the decision to sell at the 2000 market peak.