Episodes
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Why AI Might Actually Create More Work for Lawyers
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The Korean Levered ETFs Shaking Markets All Around the World
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One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending
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These Are the Sharps Actually Making Money on Prediction Markets
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How a Major Grocery Store Chain Can Dramatically Lower the Cost of Food
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What Dan Wang Saw on His Last Trip to China
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Baidu's CFO on How It Became a Full-Stack AI Player
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How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms
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Rory Johnston on Why His $200 Oil Prediction Didn't Turn Out Right
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How the 1994 World Cup Transformed the Business of Football Forever
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Grace Shao on What the World Should Know About Chinese AI
China’s AI development is currently focused on pragmatic, market-driven models, leveraging open-source ecosystems and manufacturing strengths.
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How Substack Creators Are Covering This Strange Markets Era
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Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier
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Jeremy Grantham on How to Tell If a Bubble Is About to Burst
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The Iran War’s Lasting Scars Across Asia
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Carmen Li's Plan to Build a Futures Market for Compute
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Anjney Midha's Plan to Radically Lower the Price of Compute
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How a Vibecoded Newsletter Is Making the Hay Market More Transparent
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Why Tomatoes Are the Most Expensive They've Been in Four Decades
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How CoreWeave Sees the Market for Compute Right Now
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