Apple’s New CEO & Mayor Mamdani’s Business Council 9/1/26
Anthropic has secured a $35 billion deal with Nvidia-backed Lambda for a Texas data center, and today Apple welcomes its new CEO John Ternus, after Tim Cook’s 15 years on the job. NYC Mayor Zohran Mam...
1 Sep 38min
The G20, Spider-Man, & OpenAI’s Call on Cursor 8/31/26
In the first attack since July, the U.S. struck Iran at Larak Island. CNBC’s Dan Murphy reports on the latest exchanges from Dubai. OpenAI will end access to Cursor after SpaceX’s acquisition of the A...
31 Aug 32min
Affirm’s Q4 & Big Tech in Court: Meta & Anthropic Rulings 8/28/26
After reporting a strong Q4, Affirm’s stock surged. Affirm CEO Max Levchin discusses his view of the consumer and the economy, from his position in buy-now, pay-later platform that also offers credit ...
28 Aug 34min
Nvidia’s Blowout & an E-Shaped Economy 8/27/26
Nvidia reported a blowout quarter, issuing optimistic revenue guidance that’s pushing the stock higher. CNBC’s Kristina Partsinevelos discusses CEO Jensen Huang’s comments after the report and the res...
27 Aug 37min
Angles of AI: Flexible Power, AI in Op-Eds, & Top Talent Moves 8/26/26
Labor Secretary under President Clinton Robert Reich discusses the tariffs between the U.S. and Canada and AI’s impact on the workforce, as well as wealth taxes, the rise of populism in the U.S., and ...
26 Aug 46min
Canada’s Side of Tariffs, DoD Drones, & The Bond Market Speaks 8/25/26
Legendary investor Stanley Druckenmiller has penned a sharp op-ed criticizing Treasury Secretary Scott Bessent’s new bond buyback strategy. In “Operation Economic Outcast,” President Trump is attempti...
25 Aug 41min
USTR Jamieson Greer & a GPU Lifecycle 8/24/26
After the U.S. treasury yields surged to levels not seen in nearly 20 years, U.S. Treasury Secretary Scott Bessent announced that the Treasury would double the size of its government debt repurchases....
24 Aug 42min
Debating a California Wealth Tax & Adding AI to Therapy 8/21/26
Proposition 40, a proposed wealth tax in California, has sparked heated debate among investors, tech founders, and billionaires. Venture capitalist Ben Narasin argues that the tax and the solutions pu...
21 Aug 35min
