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
The Sixth Bureau, Episode 1: Your Friend From Nanjing
It’s an open secret that the Chinese government has engaged in a global campaign to acquire intellectual property from foreign rivals. At the center of that campaign is the Ministry of State Security,...
15 Helmi 12min
Why Adam Posen Thinks Inflation Will Surge Back to 4%
The future is always tough to predict, but generally when it comes to inflation, a lot of the debate is about how long it will take the Federal Reserve to get back to its 2% target. In other words, pe...
13 Helmi 56min
New CFTC Chairman Michael Selig on How to Regulate Prediction Markets
We are rapidly entering a world in which there are odds on virtually everything. During the recent Super Bowl, the big prediction market platforms didn't just offer bets on the game itself, but also o...
12 Helmi 49min
Ricardo Hausmann Explains How the Venezuelan Economy Collapsed
Ricardo Hausmann is a professor at the Harvard Kennedy School and the director of Harvard's Growth Lab. We've talked to him multiple times in the past about the necessary preconditions for economies t...
9 Helmi 49min
Evolving Money: The Tokenization Tipping Point (Sponsored Content)
In less than three years, the amount of tokenized real-world assets has grown eightfold, to more than $30 billion across equities, fixed income, private assets, real estate and more. And that’s just t...
8 Helmi 22min
Lots More With Charlie McElligott on This Week's SaaSpocalypse
This week has been a pretty wild one in markets. Some of the most popular trades of recent years — like going long software, crypto, or gold — suddenly collapsed. Of course, there are plenty of things...
6 Helmi 33min
