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1009 Minutes Unpack Our Biggest Self-Imposed Barriers
Our biggest limitations often stem from self-imposed ceilings on what we believe we deserve. The nervous system, it turns out.
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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Authenticity Wins, Plastic Corporate Speak Fails in AI World
Founders and investors must now navigate a world where authentic, personal brands eclipse corporate speak and the US government begins regulating AI based on…
2008 All Over Again? An AI Credit Event Is Looming
Equity markets are calm, but geopolitical "high-value pauses" reshape energy markets, and an AI credit crisis brews. This means your cost of capital is likely higher than it appears.
The 'Miracle of SaaS' is Dead. What Now?
The AI honeymoon is over. Smart money is scrutinizing the real costs of
Thomson Reuters Bets on 100% Accurate Vertical AI
This week’s conversations highlight a crucial shift from foundational models to specialized applications.
The 'SaaSpocalypse' Is Over, but Only for AI-Native Startups
AI is silently reshaping the venture landscape, forcing a reckoning for traditional software. Founders are building multi-billion dollar companies with minimal headcount, setting a new standard for lean, AI-first operations.
SpaceX Is Worth 10x Its Revenue — Why Investors Pay Up
SpaceX's soaring valuation, despite lower revenue, spotlights a new era where capital markets prioritize transformative potential over traditional financial metrics.
Nikesh Arora Bets on AI Applications as Analytical SaaS Dies
The AI narrative is cracking as operators separate signal from noise, forcing a re-evaluation of where real value accrues.
Fable 5: AI Migrates Two Months of Code in a Day
Fable 5, an AI model, migrated two months of code in a single day, demonstrating AI's growing autonomy in software development.
Velocity Meter Dear Brain Performance
Mycoskie’s Inner Struggle: Beyond TOMS Success
TOMS founder Blake Mycoskie opens up about his battle with depression despite outward success. He's not alone. It's part of a broader shift in leadership from external validation to internal meaning.
AI Code Impact on SaaS Valuations
AI is bifurcating the value chain; infrastructure consolidates at scale while application-layer AI commoditizes, shifting differentiation to brand.
AI Boom Outpaces 2005 Housing Peak; CoreWeave's $10B Backlog
The AI boom is not just redefining markets; it's outstripping the 2005 housing peak and fueling CoreWeave's massive $10B backlog, signaling a dramatic shift in capital.
Private Markets Eat Public: SpaceX, Anthropic Defy IPOs
The private stock market is eating the public one, with liquidity and valuations defying traditional IPO logic.
From subsidies to token scarcity. Uber hits a wall.
The AI gold rush is over; welcome to the infrastructure build-out. Verifiable identity, token efficiency, and robust, secure systems are the new gold.
Velocity Meter Dear Brain Performance
Fermilab, AI, & 'cheat codes': What if reality's been hacked?
New insights from physics, AI, and psychology suggest our understanding of reality is incomplete, offering new opportunities.
Anthropic’s $559M Profit, $10B Exits, & The AI Bubble Debate
Anthropic is projecting $559M in Q2 operating profit, but a new debate rages on whether AI valuations reflect genuine growth or speculative excess. VCs struggle with application layer defensibility, and enterprises question ROI. This edition...