Engines That Move Markets

20VC: Sequoia's David Cahn on The Winners and Losers in AI | The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead? | The Future of Defence: Who Wins and Who Loses | How to Analyse Margins and Growth Rates in a World of AI

Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble

The New Cold Peace

Is Founder Mode Insightful? Plus AI Valuations, Unrealized Gains Tax, and Putin's Telegram

Unemployed Value Degen on Abacus ($ABX), Newell Brands ($NWL) and Ramaco Resources ($METC) | S08 E04

Freestyle Fridays - What Does AI Do to The Craft of Dev and Engineering?

E55: Keith Rabois, Logan Bartlett, Kevin Ryan, and Zach Weinberg Dissect the Current Funding Climate

496. How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned (Jacob Effron)

Phil Ordway on the Market Environment, Red Flags, Opportunities, and More