Publications
PodStreet WeeklyThe whole network, once a week
Velocity MeterCapital, markets, AI and tech
CX-OLeadership, finance, operations
Cult of BrandsBrand, consumer, CMO thinking
Growth GliderGTM, sales, revenue operations
Dear BrainNeuroscience and performance
Browse every topic →
Desks
PodStreet Weekly
A PodStreet desk
89 podcasts across capital, markets and technology — five briefings a week. Deal flow, fund performance, and what's actually shipping in AI.
Subscribe — free
Opendoor’s strategy to prioritize transaction velocity over static asset holdings signals a disruptive shift for B2B SaaS, real estate, and financial services. This week, we examine how AI is forcing operators to optimize for speed of capital...
Anthropic's revenue reportedly doubles every six weeks, while Google shutters Projects due to high compute costs. This split signal highlights the new battleground for AI value.
Velocity Meter Dear Brain Performance
The fear of oversharing sabotages relationships and careers. A Harvard Business School professor reveals why radical transparency wins.
The AI gold rush shifts from model size to real-world deployment, revealing capital-intensive AI infrastructure is causing massive profit compression and investor skepticism, while new models emerge.
The AI boom is masking unprecedented geopolitical turmoil, with capital shifting into energy, metals, and consumer staples. Brent crude above $90/barrel indicates sustained inflation.
Private equity is ditching quick IRR wins for long-term value. Firms now prioritize operational transformations, low-debt, and founder alignment.
Generative AI makes "pretty good" ubiquitous, forcing re-evaluation of what stands out. Human
Velocity Meter Dear Brain Performance
Anthropic faces the Department of War over AI ethics, while Socrates’ principled refusal to escape death offers a radical lesson in integrity. Two critical perspectives on freedom, obligation, and leadership tradeoffs.
Anthropic hits $1 trillion secondary valuation, while Elon Musk’s xAI makes a $60BN bid for Cursor. The capital race for AI is now undeniably real.
The nature of market operations is shifting from organic economic response to active, geopolitical orchestration. This demands a radical shift in how executives assess risk and allocate capital, impacting M&A, refinancing, and asset inflation.
As PE operating partners hit 21%, AI capabilities double every four months. This rapid pace reshuffles playbooks, forcing a re-evaluation of software, hardware, and corporate governance.
Anthropic has surpassed OpenAI in annualized revenue run rate, hitting $30 billion as new research reveals AI safety training weakens model capabilities. This and more on the dual-lane AI economy.
Velocity Meter Dear Brain Performance
OpenAI's AI takes over coding, while George Ellis declares reductionism 'utter nonsense.' This paradigm shift forces a re-evaluation of systems, from physics to company culture.
The AI market is fracturing: consumer AI faces prohibitive inference costs, enterprise grapples with a "60% solution" dilemma. Founders and investors must re-evaluate.
The Strait of Hormuz closure is creating a massive disconnect between oil futures and physical prices, with some regions seeing crude at $286/barrel. The true supply disruption hasn't hit yet.
Boardroom Salon’s 36% churn reduction and Givaudan’s 'royalty' margins show why operational grit is the only hedge against a volatile global oil supply floor.
