Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
![STOCKS ARE COLLAPSING.... [BITCOIN WARNING]](https://i.ytimg.com/vi/qucASV7o4j0/hqdefault_live.jpg)
Bitcoin faces severe downside risk toward $60k or lower by Q4 2025 as bear flag patterns mirror 2014 and 2021-2022 cycles, while stocks crash and regulatory clarity finally emerges for altcoins.
Palantir's Shyam Sankar argues that America's defense industrial base has become isolated and uncompetitive after post-Cold War consolidation, and now faces a 'late-1930s' geopolitical moment requiring urgent whole-country mobilization led by founders and institutional 'heretics' to rebuild deterrence.
Gary Vaynerchuk argues that brands must operate as media companies first, deploying massive organic content across emerging platforms to capture 'interest media' algorithms, while maintaining authentic operational integrity without compromising on culture or product quality.
The Trump administration is considering lifting sanctions on 140 million barrels of Iranian oil to flood global markets and suppress prices amid active military conflict, revealing a strategic paradox where the U.S. may financially empower its enemy to prevent domestic economic backlash and global recession.
Economist Ed Yardeni explains why he raised his recession probability to 35% due to oil price shocks and geopolitical instability, while analyzing why markets remain surprisingly calm despite growing risks to consumer spending and private credit markets.
Andy Weir discusses his evolution from 'The Martian' to 'Project Hail Mary,' revealing how his programming background informs an engineering approach to narrative tension, character likability, and making hard science accessible through humor.
Energy analyst Josef Schachter warns that attacks on Qatar's LNG facilities and the effective closure of the Strait of Hormuz have shattered global oil supply chains, driving Brent crude to $113 and pushing product prices above $200 per barrel, setting the stage for a sustained 5-8% inflation cycle that could trigger recession if oil exceeds $125.
Nicole Perlroth explains how AI is collapsing the barrier to entry for sophisticated cyberattacks by automating zero-day discovery and ransomware operations, while warning that startups recklessly adopting AI coding tools are expanding attack surfaces with insecure code that fails basic security standards.
President Trump faces diplomatic isolation after failing to rally allies to secure the Strait of Hormuz, while NPR correspondents report from Iraq on the humanitarian catastrophe in Iran and the military impossibility of unilateral maritime security against asymmetric warfare.
New York Times CEO Meredith Kopit Levien explains how sustained investment in original journalism drove record growth (13 million subscribers, $3B revenue) while detailing a dual AI strategy of aggressive copyright lawsuits and strategic partnerships to protect intellectual property, insisting that human reporting remains irreplaceable at the core of the craft.
Zvi Moshkowitz argues we have entered the 'middle game' of AI development where recursive self-improvement is accelerating and economic disruption is becoming measurable, with the competitive field consolidating around three major labs while mainstream optimism about S-curve limits provides dangerous psychological comfort.
Jensen Huang details Nvidia's transformation from GPU vendor to AI factory operator, emphasizing disaggregated inference architectures, the heterogeneous computing required for agentic AI, and trillion-dollar opportunities in physical AI and digital biology.