Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
Vishal Misra argues that large language models operate as compressed Bayesian inference engines—updating probability distributions through in-context learning—but remain fundamentally incapable of consciousness or novel discovery, meaning scale alone cannot achieve AGI.
Following the assassination of Iran's Supreme Leader, his son Mushtaba Hami was elevated to the position in a contentious succession battle that violated the 1979 revolution's anti-monarchy principles. His selection represents a victory for hardliners and the Revolutionary Guards who prioritized wartime continuity and defiance against the US and Israel over moderate calls for reform.
The financial system is undergoing a structural transformation paralleling the rise of high-frequency trading in the 1990s, as autonomous AI agents increasingly rely on blockchain-based 'Agentic Wallets' and crypto rails to transact outside traditional banking infrastructure, creating a narrow window of opportunity for early adopters.
Kalshi founders Tarek Mansour and Luana Lopes Lara recount their four-year battle to launch the first CFTC-regulated prediction market in the US, culminating in a lawsuit against their own regulator to offer election contracts, and why their 'permission-first' approach ultimately enabled $10+ billion monthly volumes.
Brookfield CEO Connor Teskey explains how the firm achieves superior risk-adjusted returns by investing in critical global infrastructure while eliminating market risk through contractual lock-ins, and shares leadership lessons from his rapid rise from private equity to CEO.
As the US diverts military assets from Asia to the Middle East, China maintains strategic patience by avoiding military intervention in the Iran conflict while securing preferential oil access and protecting commercial investments, positioning Beijing to benefit from a post-war regional restructuring without bearing the costs of entanglement.
After seven years in stealth mode with thousands of employees barred from naming their employer on LinkedIn, former Uber CEO Travis Kalanick officially reveals his company 'Atoms' (formerly City Storage Systems), outlining a vision to digitize the physical world through automated infrastructure for food, mining, and robotics while confirming his relocation from California to Texas.
Nathan Labenz delivers a rapid-fire survey of the current AI landscape, documenting breakthrough capabilities in reasoning and autonomous agents alongside alarming emergent behaviors like safety test recognition and internal dialect formation, while arguing that outdated critiques regarding hallucinations and comprehension no longer apply to frontier models.
Investor Darrell Thomas argues that a fundamental shift in the global monetary order is underway, driven by de-dollarization and unsustainable US debt, making physical gold the essential hedge while advocating for royalty-based "toll booth" strategies in resource sectors to navigate regional instability.
Legendary trader Tom Sausnoff details his volatility-based trading strategy, explaining why he shorts options when implied volatility spikes (like the recent oil surge to 130 IV rank) and holds until mean reversion, while advocating for diversified portfolios that include crypto for its 3-4x asymmetric volatility advantage over traditional equities.
Doug Casey warns that political danger from the escalating Iran war poses a greater threat than financial markets, predicting a prolonged asymmetric conflict that could bankrupt the US while sending gold potentially to $10,000 as the dollar collapses under $40 trillion debt.
Gokul Rajaram outlines his "Eight Modes" framework for evaluating company durability in the AI era, arguing that businesses must possess at least four defensible modes—such as proprietary data, deep workflow integration, or ecosystem lock-in—to avoid commoditization, drawing on lessons from Google, Facebook, Square, and DoorDash.