Invest Like The Best

Why Every AI Lab Will Become a Biotech Company | Andrew Huberman

Inside the Personal AI Assistant Growing 10% a Day | Instinct Founder

Personal AI agents are fundamentally reshaping how individuals interact with technology by moving from task-specific applications to proactive, goal-oriented assistance. Instinct, a personal assistant platform, operates through existing communication channels like text and email, eliminating the friction of traditional...

Why OpenAI and Anthropic Won't Win Finance

Former Sequoia Chairman Michael Moritz on Steve Jobs, Elon Musk, and the Price of Greatness

Why the World Order Is Collapsing and American Power Is Rising

She Knows the 250 People Building AI. Here's What They Actually Believe.

Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper

Making AI token inference as cheap as possible requires a full-stack approach that optimizes software, hardware, and energy usage. Neil Movva, founder of SAIL Research, argues that the future of intelligence lies in background, long-horizon agents rather than latency-sensitive chatbots. By adopting a "scavenger strateg...

What Happens When the AI Boom Runs Out of Money

The AI race presents significant geopolitical and economic risks, as US dominance could incentivize adversarial responses like the destruction of critical semiconductor infrastructure. The current shift toward massive capital expenditure in AI compute and power mirrors historical industrial bubbles, where the primary c...

Everyone Is Still Undersizing the AI Market | Eric Vishria

Why the Markets Are Pricing AI Wrong | Gavin Baker

AI infrastructure demand is accelerating despite recent market volatility, driven by a fundamental disconnect between spot and contract GPU pricing. While market sentiment suggests over-earning, hyperscalers and AI-native companies continue to scale compute capacity, as token demand remains robust across both frontier ...

Sam Altman on AGI, Compute, and Human Agency

The rapid advancement of artificial intelligence centers on the strategic accumulation of compute and the pursuit of a "genie-like" technology capable of granting diverse creative wishes. OpenAI prioritizes building a platform that makes intelligence as abundant and cost-effective as electricity, empowering individuals...

Why Natural Gas Will Be AI’s Next Great Shortage

The United States faces an impending, historic deficit in natural gas supply as surging demand from AI data centers collides with existing LNG export commitments. While current market pricing remains complacent, structural constraints in production, processing, and pipeline infrastructure suggest that supply will fall ...

How to Raise a Few Billion Dollars

Everything in Capital Markets is Downstream of Algorithms

The Two Harvard Dropouts Who raised $800M to take on NVIDIA

Investing a $120 Billion Balance Sheet with No Outside Investors

Clay’s Unusual Path to Building a Multi-Billion Dollar Company

How Losing Everything Shaped Uber’s CEO

Why the AI Boom Is Just Getting Started

Technology adoption follows S-curves, where identifying the inflection point of exponential demand enables superior investment returns. Alex Sacerdote, founder of Whale Rock Capital, emphasizes that predicting long-term earnings power requires understanding these adoption cycles alongside rigorous analysis of competiti...

Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation

Uber CEO Dara Khosrowshahi navigates the company’s evolution from a chaotic startup to a global logistics powerhouse by applying engineering principles to complex, multi-dimensional problems. The discussion centers on the transformative role of AI, which functions as both an internal efficiency tool and a catalyst for ...