People vs Algorithms The Charisma Dividend
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Nov 7, 2025 The hosts dive into the recent New York mayoral race, highlighting Zoran Mamdani's charismatic appeal to voters. They explore the hype surrounding AI, debating whether it's a bubble or a transformative force for job shifts and company structures. The discussion shifts to the Great Compression affecting ad agencies, questioning their future viability. Lastly, they analyze the New York Times' successful subscription model and what other publishers can learn from its strategic advantage.
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Simplicity Beats Policy Complexity
- Populist communicators win by offering simple narratives that resonate emotionally rather than detailed policy plans.
- Zoran Mamdani and figures like Nick Fuentes succeed because they master platform grammar and project authenticity.
AI Is A Story-Driven Bubble
- The AI boom shows classic bubble behavior driven by narratives of massive future value and easy fundraising.
- Skeptics warn the path to AGI is long and that current models have clear limits despite impressive progress.
Don't Expect Platforms To Own All Value
- Expect platform creators to capture less downstream value than the ecosystem they enable.
- Don't assume builders of infrastructure will automatically own the trillion-dollar outcomes they help produce.
