James van Geelen on His Viral AI Doom Scenario
Something very unusual happened in the market in the last week of February. It sold off, in part, thanks to an article on Substack. James van Geelen is the founder of Citrini Research, which published...
28 Helmi 43min
The Scramble Is On for Businesses to Get Their Tariff Refund Checks
Earlier this month, the Supreme Court ruled that Trump's "Liberation Day" tariffs were illegal. And now basically every importer who paid those tariffs will be rushing to get their refunds. But will b...
27 Helmi 44min
How Insurance Costs Make NYC Construction So Expensive
It's hard to imagine New York City becoming significantly more affordable as long as it remains so expensive to build things. Whether we're talking about new housing or transportation, the city is a f...
26 Helmi 47min
Alison Roman's Plan to Conquer the Tomato Sauce Market
Alison Roman is a cult figure in the world of food media. She's written multiple hit cookbooks and several of her recipes have gone viral. And her newsletter is incredibly popular. Now, she's putting ...
23 Helmi 53min
Jamee Moudud on the Intellectual Roots of Zohranomics
NYC Mayor Zohran Mamdani has certain ideas that make mainstream economists' head explode. Anything in the ballpark of rent control, specifically, is widely derided by defenders of the orthodoxy. But h...
21 Helmi 55min
A16Z's David George on How Private and Public Markets Fused Into One
This year could be a big one for IPOs. From Anthropic to SpaceX to OpenAI, we could see some gigantic companies hit the public market. But of course, the big story is that big, thriving companies feel...
20 Helmi 48min
Jared Sleeper on Which Software Companies Will Survive the "SaaSpocalypse"
The start of the year has been an absolutely brutal one for software companies. There’s a big fear that the rise of AI and advanced coding models will pull the rug out from this industry. But even bef...
19 Helmi 49min
Ray Wang on How AI Is Causing DRAM Prices to Surge
For years, DRAM -- or Dynamic Random Access Memory -- was kind of a sleepy, commoditized aspect of chip industry. Growth was steady, but modest, and prices just generally drifted lower. Suddenly all t...
16 Helmi 45min
