Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
Macro strategist Jim Welsh maintains his bearish S&P 500 outlook, predicting a further drop to 6,000-6,200 driven by unresolved Middle East escalation and technical downtrend patterns, while advising investors to stay defensive and raise cash ahead of volatile oil and gold price swings.
As the U.S. wages war against Iran without consulting NATO allies, European nations are refusing to join offensive operations due to strategic skepticism and Iraq-era trauma, even as they are economically dragged into the conflict through skyrocketing energy costs and the blocked Strait of Hormuz.
Anduril CEO Trey Stephens and Palantir's Sean Sankar argue that rebuilding America's defense requires moving away from specialized defense contractors toward a dual-use industrial model that leverages Silicon Valley's product-led approach and private capital to close dangerous manufacturing gaps with China.
Dr. Dacher Keltner explains how awe provides measurable health benefits like reduced inflammation and improved vagal tone, while exploring the expansion of emotion science from six basic facial expressions to over twenty distinct states, and the complex relationship between emotional feelings, motor patterns, and language.
Jordan Peterson argues that adopting universal ideological 'isms' constitutes a pathological escape from individual authenticity. He contrasts the terrifying responsibility of meaningful existence with the deceptive comfort of nihilism, while critiquing postmodernism and Marxism as intellectually bankrupt systems that enable societal brutality.
Money manager Michael Pento warns that a 'triumvirate of bubbles' in stocks, credit, and real estate combined with the Iran war oil shock has pushed recession odds above 50%, prompting a defensive shift in his proprietary model to protect against impending demand destruction.
Anthropic grew from $1B to $19B ARR in just 14 months by prioritizing model excellence over traditional marketing, with the growth team spending 70% of their time firefighting 'success disasters' while using Claude itself to automate experimentation through their 'CASH' initiative.
This episode analyzes Constellation Software's smaller spinoffs and copycats—including Topicus, Lumine Group, Signity, and Aiko Poland—as potential 'next 10-baggers' that replicate the vertical market software (VMS) acquisition playbook without facing the law of large numbers constraining their parent company.
Joseph Nelson, CEO of Roboflow, explains that computer vision is roughly three years behind language models in capability, facing unique challenges due to the chaotic, heterogeneous nature of the physical world that demands specialized low-latency edge deployment rather than cloud-only inference.
Hims & Hers CEO Andrew Dudum defends going public after just 36 months, explaining how quarterly accountability drives performance, why he hires for grit over credentials, and how the $4.3B company operates as a venture incubator managing diverse healthcare bets rather than a single-category weight-loss business.
Jordy Visser argues that despite investor confusion over mixed economic signals, the market is correctly pricing a structural shift driven by AI disruption and persistently higher oil prices. With the Fed unable to fight inflation aggressively due to a weak labor market and housing sector, investors should focus on long scarcity trades like Bitcoin and hardware while avoiding software and abundance plays.
Partiful CEO Shrea Murthy discusses how the company launched at the start of the pandemic to combat a 50% decline in teen face-to-face socializing, evolving from a utility into a cultural phenomenon used by millions across 100+ countries.