All posts
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Why the Markets Are Pricing AI Wrong: Gavin Baker on the July 2026 Selloff, GPU Spot Prices, Memory LTAs, and Nvidia’s Credit Wrapper
Gavin Baker of Atreides Management returned to Invest Like the Best with Patrick O’Shaughnessy days after one of the strangest months the AI trade has ever produced. AI…
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OpenAI’s Astra Model Just Solved Ten Open Math Problems for $2,000: Sphere Packing, Connes’s Rigidity Conjecture, Non-Sofic Groups and Seven More
On August 1, 2026, OpenAI published Ten advances in mathematics and theoretical computer science, a 249-page collection of research results produced by an internal version of Astra, its…
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Chip Stocks Crash, Leopold Aschenbrenner’s $20B Fund Gets Margin Called, Frontier Labs Beg Washington to Slow Down AI, and Mamdani’s City-Owned Grocery Stores
The besties open this episode on a genuine market event: a legendary AI trade unwinding in real time, taking a 25-year-old’s $20 billion hedge fund with it. From…
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Ray Dalio on the AI Bubble, the End of the 80-Year Big Cycle, Why Cash Is Not Safe, Gold Over Bitcoin, and What He Would Tell a 16-Year-Old Now
Ray Dalio built Bridgewater Associates from a two-bedroom apartment into the world’s largest hedge fund, produced roughly $53 billion in cumulative net gains for investors, and was one…
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David Senra on the 14 Patterns Behind the World’s Greatest Minds: Rick Rubin the Lazy Workaholic, Chips on Shoulders, Wisdom Is Prevention, and Why Your Life Is Your Relationships
David Senra has read something like 425 biographies and autobiographies of history’s greatest entrepreneurs, and he now spends his weeks sitting across from living ones. This conversation with…
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Tim Ferriss Q&A on Male Friendship, Reinvention in the Age of AI, Mini Retirements, One-Day TMS, and the One Habit He Would Keep for Cognitive Health
Tim Ferriss sat outside with a laptop and a live chat and answered a few dozen reader questions in about seventy minutes, and the result is one of…
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Elon Musk’s Full Economist Interview: Superintelligence in 5 Years, Why Money Won’t Matter by 2036, a Peer Review Plan for Frontier AI, China’s Electricity Edge, and a Fiery Clash Over Europe
Sitting down with The Economist at Tesla’s Texas Gigafactory for a full-length interview, Elon Musk lays out the most concentrated version yet of his worldview: superintelligence within roughly…
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Sam Altman on How to Start a Startup in the AI Era: Exponentials, Chaos, Compute Bottlenecks, and the Fight Against AI Authoritarianism
More than a decade after his famous Stanford lectures on how to start a startup, Sam Altman sits down for a wide-ranging conversation about what has changed. His…
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OpenCode CEO Jay V on 20x Growth in 6 Months: 13 Million Users, 7 Trillion Tokens a Day, the Anthropic Block That Backfired, and the 16-Year Road to Overnight Success
In this episode of Y Combinator’s Lightcone podcast, Jay V, founder and CEO of OpenCode, the open-source coding agent that works with any model, walks through one of…
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Jensen Huang Joins X and His First Post Is a Manifesto: Inside the Open Weights and American AI Leadership Letter Signed by NVIDIA, Microsoft, Meta, and 20+ Tech Giants
Jensen Huang, the CEO of NVIDIA and arguably the most influential person in the AI hardware world, has never been a social media guy. That changed on July…
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Jensen Huang Says the AI Apocalypse Is ‘Complete Nonsense’: NVIDIA’s CEO on AI Jobs, China, Open Source Models, the AI Bubble, and the Trillion-Agent Future (Axios Behind the Curtain)
Sitting on the floor of a brand new chip factory in Fort Worth, Texas, NVIDIA CEO Jensen Huang gave Axios reporter Mike Allen one of his most combative…
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Can the AI Industry Regulate Itself? All-In on Demis Hassabis’s SRO Proposal, Stripe’s PayPal Bid, Apple vs OpenAI, and New York’s Data Center Ban
The besties open on the biggest live question in artificial intelligence policy: can the AI industry regulate itself before the government does it for them? Jason Calacanis, Chamath…