Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
China is rapidly advancing in physical AI and robotics, with a Chinese startup beating Nvidia's models for the first time, while producing 90% of global humanoid robots and leveraging massive industrial capabilities to dominate this emerging frontier.
GraniteShares CEO Will Rhind analyzes the recent tech selloff triggered by Broadcom's earnings guidance and previews SpaceX's historic $1.8 trillion IPO, highlighting the tension between Starlink's profitability and XAI's potential versus extreme valuation concerns, while announcing leveraged ETFs to trade both directions.
Fund manager Bill Smead argues that the 40-year bull market in bonds has ended, creating conditions for a severe crash in AI and chip stocks as interest rates normalize, while predicting capital will rotate into energy and real assets.
Palo Alto Networks CEO Nikesh Arora reveals that AI tool Mythos discovered 5 years of security vulnerabilities in just 6 weeks at low cost, declaring analytical SaaS 'dead' while warning that sophisticated AI cyber capabilities will be available to attackers within months, creating a critical race between defense and offense.
Jordan Peterson critiques intellectual arrogance as the barrier between elites and working classes, presents evolutionary psychology data on status and mating, and explains his theological position of acting 'as if God exists' while examining the metaphorical and literal dimensions of resurrection.
Nebius co-founder Roman Chernin argues AI infrastructure is not a bubble but in its infancy, with enterprise adoption at roughly 1% and demand proving highly price elastic—as compute costs drop, consumption expands to solve more complex tasks rather than contract, creating room for both frontier and open-source models.
Benedict Evans compares today's AI landscape to the internet in 1997, arguing that agentic coding has emerged as the first true product-market fit use case while the industry grapples with severe infrastructure scarcity and an uncertain future where foundation models risk becoming commoditized infrastructure rather than value-capturing platforms.
Dr. Marie-Pierre St-Onge explains the bidirectional relationship between sleep and metabolism, revealing how even modest sleep restriction increases daily calorie intake by 250-300 calories through sex-specific hormonal mechanisms, while dietary fiber enhances deep sleep and saturated fats impair sleep quality.
Former Wall Street analyst Nomi Prins argues that supply chain disruptions from the Iran war and structural shortages in critical minerals are creating significant upside opportunities in copper and silver, while central bank interventions continue to create 'permanent distortions' that prop up equity markets despite geopolitical crises.
Wix stock presents a controversial, asymmetric value opportunity trading at 4-5x free cash flow after a 30% post-earnings crash, where investors potentially get a thriving backend business ecosystem and fast-growing AI platform Base 44 for free if the company survives the generative AI transition.
Secondary markets have doubled 2021 volume to become a primary exit avenue rivaling IPOs, offering necessary liquidity for employees and VCs but creating risks around inflated valuations, predatory SPV fees, and the loss of public market accountability that once corrected strategic errors like Facebook's HTML5 mistake.
Dat Ngo from Arize AI explains how modern AI systems require reimagined observability and evaluation patterns built on OpenTelemetry to manage non-deterministic agents, emphasizing that the future of AI engineering lies in automated experimentation flywheels that eliminate manual dashboard work.