Why No Company Will Win the AI War: The "Rebel Alliance" Thesis | Nick Grossman
Nick Grossman is a General Partner at Union Square Ventures. In this conversation, we break down his "Rebel Alliance" thesis for AI — why he believes the industry is too big for one or two companies t...
20 Jul 51min
Bitcoin's Next Move Depends On One Fed Decision | Jordi Visser
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI stock slowdown, why China's new Kimi K3 mode...
18 Jul 50min
Why Elon Wants to Put Data Centers in Space | Ramez Naam
Ramez Naam is an investor at Planetary VC and a longtime clean energy and AI expert. In this conversation, we break down the energy bottleneck constraining AI growth — from gas turbines and batteries ...
16 Jul 43min
Chief Economist: Inflation Has Peaked — Here's What Happens To Bitcoin Next | Stephanie Roth
Stephanie Roth is the Chief Economist at Wolfe Research. In this conversation, we break down whether inflation has peaked, why tariffs, AI chip shortages, and the Iran war are driving short-term price...
15 Jul 45min
Jake Paul's Business Partner on Bitcoin, AI & the Next Trillion-Dollar Trade | Geoff Woo
Geoff Woo is the co-founder and managing partner of Anti Fund and a co-founder of Ketone-IQ and Archive. In this conversation, we break down choke points and information asymmetry — how smart money hu...
13 Jul 1h 29min
Has Bitcoin Hit The Bottom? | Jordi Visser
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why he thinks the AI mid-cycle slowdown is over, why h...
11 Jul 52min
INSANE Examples of Tech Invading Our Lives | Kevin Clancy
Kevin Clancy, better known as KFC, is one of the original voices of Barstool Sports and former host of KFC Radio. In this conversation, we break down how technology and AI are quietly reshaping everyd...
9 Jul 1h 22min
How To Invest In OpenAI and Anthropic Before They Go Public | Ankur Nagpal
Ankur Nagpal is the GP of USVC, a publicly accessible venture capital fund. In this conversation, we break down how retail investors can now access private markets like OpenAI, Anthropic, and SpaceX f...
7 Jul 43min
