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Forbes

Venture capitalist Bill Gurley argues that chasing "fascination"—not just passion—drives outsized career success, as those endlessly curious about their field accumulate deeper expertise and move faster, especially in the AI era. Drawing from his book "Running Down a Dream," he explains how to avoid climbing the wrong ladder through tactical career experiments and peer co-learning.

Forbes

Legendary venture capitalist Bill Gurley discusses his book "Running Down a Dream," arguing that sustainable career success comes from pursuing "fascination" (endless curiosity that drives deep work) rather than prestige or generic passion, while warning that AI is exponentially widening the gap between the obsessed and the merely grinding.

Reuters

President Trump addressed the media after being evacuated from the White House Correspondents' Dinner due to an armed security breach, praising Secret Service for swiftly subduing the suspect and announcing the event will be rescheduled within 30 days.

We Study Billionaires (TIP)

CoStar Group, the dominant commercial real estate data company with an unassailable 37-year data moat and 59 consecutive quarters of double-digit growth, has invested $5 billion to enter the residential market with Homes.com, sparking a 50% stock selloff and activist investor revolt over concerns of capital misallocation.

Bankless

The presenter maintains a bullish Bitcoin outlook with targets at $80K-$88K but emphasizes avoiding FOMO by using lower timeframe 'fake out and reclaim' entry strategies during pullbacks rather than buying at local tops, while simultaneously hedging with profitable short positions to manage risk.

Jordan Peterson

Jordan Peterson argues that achieving deep engagement in meaningful work requires radical truth and discipline, while warning that pathological avoidance destroys psychological health; sustainable high performance demands protecting relationships and scheduling genuine recovery across manageable time horizons.

Y Combinator

Replit CEO Amjad Msad explains how the $9 billion startup evolved from a browser IDE into an AI-native 'vibe coding' platform that eliminates traditional coding entirely, enabling non-technical domain experts to build production-grade software through natural language and visual interfaces.

20VC with Harry Stebbings

Replit CEO Amjad Masad argues that coding models are approaching a performance plateau, creating a strategic window for companies to pivot from 'learning to code' to 'vibe coding' via agentic AI while navigating a complex multi-model stack that prioritizes speed over margins.

The Pomp Podcast

Jordi Visser argues Bitcoin is decisively decoupling from deflationary software stocks to become a beneficiary of both inflationary manufacturing bottlenecks and deflationary innovation trends, positioning it as the optimal asymmetrical growth asset regardless of macro direction.

The David Lin Report

Jay Singh warns that the Iran war and a looming private credit crisis may force unprecedented global monetary stimulus, creating a bifurcated market where record S&P earnings clash with collapsing software valuations and geopolitical supply chain chaos.

All-In Podcast

David Sacks reports on meeting President Trump to discuss pro-AI infrastructure policies, contrasting the administration's approach with Biden-era regulatory battles, while the hosts analyze SpaceX's structured $60 billion acquisition offer for Cursor as a strategic vertical integration play combining massive GPU infrastructure with specialized coding AI ahead of SpaceX's anticipated IPO.

Adam Taggart | Thoughtful Money

Portfolio manager Lance Roberts argues the current market rally is not a bull trap, as improving technical breadth, resilient earnings growth, and record U.S. energy exports provide fundamental support, though he warns against chasing overbought semiconductor stocks.