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What Happens When Bureaucracy Kills Opendoor Efficiency?
The deepest risks often hide in plain sight or masquerade as solutions. Shaunie, former CEO of Opendoor.
A PodStreet desk
Velocity Meter
89 podcasts across capital, markets and technology — five briefings a week. Deal flow, fund performance, and what's actually shipping in AI.
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$0 in Foundational AI, New Enterprise Value Emerges
The AI market is rapidly bifurcating. While foundation models become commoditized infrastructure.
The Market Lost Its Tolerance for Company Spending
The market's narrative is unraveling as persistent inflation and energy tightness clash with AI's promised productivity.
Legacy Legal Firms Lose to AI, Not Due to Data Moats but Adaptation
AI is disrupting the legal sector, unseating entrenched firms who, despite data moats, are struggling to adapt to new operating models and profit pools.
601 Minutes of Intelligence Analyzed Fuels Agentic Awakening
The intensifying AI arms race is forcing a fundamental re-evaluation of how businesses manage their most critical assets: data and compute.
Why Did Tech Worker Burnout Jump 11 Points in a Year?
A recent survey shows tech worker burnout is surging, with over half of respondents feeling the strain.
Man Group Ramps up AI Token Consumption by 86x
The investment landscape is shifting from broad AI enthusiasm to a sharp focus on its tangible costs and ROI.
86x Token Growth Shows Man Group’s AI Application Maturity
Hedge fund Man Group's AI token consumption surged 86x, reflecting a focus on complex, chained AI processes that build entire application features.
AWS: 4 SEV1 Outages in 90 Days
AWS reported four SEV1 outages after deploying coding agents, highlighting the critical security risks of AI agents. Enterprises face increasing pressure to adopt AI, outpacing secure deployment, with widespread operational disruptions from...
$19B in New AUM Proves AI Vertical Integration Works
A significant contrarian thesis is emerging that challenges the prevailing SaaS wisdom. To deliver a differentiated, end-to-end experience.
S&P Trades at 21x Earnings, but EM Growth Is Just as Strong
The US is quietly rewriting the rules of capitalism by acting as an implicit guarantor for massive capital expenditures, particularly in AI infrastructure.
KKR’s Pete Stavros: $14B in Wealth. Ops Over Financial Eng.
With interest rates up, PE firms shift from financial engineering to operational excellence. KKR’s Pete Stavros highlights how employee ownership programs creating $14B in wealth are driving returns.
Coinbase Cut Its AI Bill in Half with Open-Source Models
While policymakers debate frontier models, a quiet revolution is happening in enterprise AI. Companies are choosing pragmatism over politics.
OpenAI Builds Chips, but the Real AI Bottleneck Is a Permit
While OpenAI builds custom chips, Marc Andreessen argues the real AI bottleneck is US regulatory friction.
The AI Gold Rush Is Over, Now CFOs Demand ROI
The AI gold rush created a massive spending cycle, but now the bill is due. With memory costs soaring and CapEx expected to double.
Anthropic’s AI Writes 65% of Its Code. The US Bans Its AI. Why?
Anthropic is generating 65% of its code with AI, while the US government bans its models. Is intelligence commodifying faster than we can verify it?