Solutions with Henry Blodget

Bill Gurley, veteran venture capitalist behind early bets like Uber and Zillow and author of Running Down a Dream. He recounts pivoting from engineering to finance and the curiosity that drove his career. He explains spotting exceptional founders, why Uber’s network effects mattered, and why AI may become a winner-take-all battleground. Practical career wisdom and big tech strategy collide in lively conversation.

Paul Kedrosky, venture capitalist and tech-cycle analyst, predicts an imminent AI crash that reshapes infrastructure and markets. He explores parallels to past booms, why frontier model firms may lose while builders sometimes win, collapsing token economics, fragile data‑center finance, and long‑term hopes for cheap cognition. Short, sharp takes on who and what could survive the turmoil.

In this discussion, economist Eswar Prasad, a professor at Cornell and author of The Doom Loop, dives into the complexities of globalization and its consequences. He explains the 'doom loop'—a negative cycle driven by economic disparities and rising populism. Prasad critiques solutions like tariffs and emphasizes the need for strong social safety nets and institutional reforms. He offers a hopeful vision for escaping this cycle through civic engagement and cooperation, arguing that a balanced global economy can promote stability despite current tensions.

Nita Farahany, a professor of law and philosophy at Duke University, dives into the implications of neurotechnology in our daily lives. She reveals how devices can track our brain waves and what that means for privacy. Explaining the balance between innovation and risks, Nita highlights chilling real-world applications, such as in education and workplaces. She also discusses cognitive liberty as a vital principle for protecting our thoughts and explores necessary regulations in the tech industry. Prepare for a thought-provoking conversation about the future of mental privacy!

In this discussion, Andrew Ross Sorkin, a renowned journalist and author of '1929: The Inside Story of The Greatest Crash in Wall Street History', connects the dots between the 1929 crash and today's AI boom. He highlights signs of a potential bubble, compares historical practices with modern government responses, and warns against FOMO and unchecked speculation. Sorkin emphasizes the unique risks of today's markets, the need for transparency in private credit, and suggests cautious investment strategies to navigate these tumultuous times.

Nicholas Bloom, a Stanford University economics professor renowned for his research on remote work, shares compelling insights on the benefits of hybrid work models. He reveals that companies adopting remote strategies see increased productivity and employee retention. Bloom discusses the optimal balance of three in-office days per week, challenges the reasoning behind CEO mandates for full office returns, and emphasizes the economic advantages of flexibility. Plus, he explains how hybrid work transforms city landscapes and promotes leisure activities.

Join Scott Galloway, a best-selling author and NYU professor, as he discusses his new book, tackling the struggles of modern men. He passionately argues that men should 'protect, provide, and procreate,' questioning the implications for women in today's evolving society. Galloway highlights the alarming decline in young men's attachment to work and relationships, linking this to rising loneliness and societal instability. Additionally, he proposes reimagining the 'provider' role in families and emphasizes the importance of men's emotional contributions.

Umair Irfan, a Vox correspondent specializing in energy policy, joins to discuss skyrocketing electricity prices in the U.S. He explains how pandemic effects, regulatory delays, and aging infrastructure contribute to rising bills. Umair highlights the significant demand from data centers and AI while emphasizing the potential of renewables as a financially advantageous issue for Democrats. The conversation also covers the impact of tariffs on grid upgrades and the optimism surrounding cheap renewables for an easier energy transition.

Jamie Heller, Editor-in-chief of Business Insider and former Wall Street Journal journalist, discusses the publication's groundbreaking embrace of AI. They explore how AI is used for drafting articles, emphasizing a cautious yet innovative approach. Heller talks about the essential skills that AI can't replicate, such as in-person reporting and sourcing. The conversation highlights the vibrant future of journalism, with a growing demand for talented writers and the significance of original reporting in an AI-dominated landscape.

John Harris, co-founder and editor-in-chief of Politico, shares his unique perspective on American politics post-Trump. He argues that powerful passions drive historical change, questioning the idea of a rational centrist candidate. Harris discusses the structural reasons behind America’s two-party system and why third parties struggle to thrive. He explores the future leadership of both parties, noting the need for a strong Democratic figure to unify diverse factions. With a mix of short-term pessimism and long-term optimism, he believes democracy will eventually find its way back.