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Geopolitical Chaos and Robinhood's AI: The High Cost of Human Bias
Foreign policy, personal fulfillment, relationships — all are being re-evaluated through human psychology. A reckoning is here.
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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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White-Collar Reckoning & $20B Wipeout
The AI tsunami moves from AGI hype to agentic reality, causing a $20 billion market wipeout in cybersecurity and predicting universal basic income within two years. Are you ready for the white-collar reckoning?
Cem Karsan’s Volatility Warning & Lyft’s $7B Buyout Bait
The market is entering a "topping process" driven by options flows and capital deployment, rather than a genuine economic re-rating. We dive into the mechanics distorting valuations, the illusion of stability, and why AI's insatiable energy demands.
The 20% Efficiency Trap: Calacanis on SaaS Decay & Sundheim’s 5-LLM Bet
AI is decimating software valuations but creating massive, concentrated opportunities in foundational models. Traditional SaaS faces existential threats, while private capital chases a few dominant LLM players.
Pentagon AI Deal Sparks 'Security Theater' Fears
The Pentagon's aggressive stance against Anthropic for refusing unchecked AI use, and OpenAI's subsequent deal, raises concerns about precedent-setting and the true ethical boundaries of AI.
Velocity Meter Dear Brain Performance
“Targeted Towards Other Women” – Society’s Deepest Divides
What if the deepest drivers of societal trends, from birth rates to institutional shifts, are rooted in ancient evolutionary behaviors? This week, we explore how female intrasexual competition may be quietly shaping our collective future,...
AI Agents: Shipping Code, Not Ready for Mainstream
AI is augmenting, not automating, engineers, allowing them to ship 10-30 pull requests daily. This shift leads to a resurgence of "dumb apps" and new investment strategies, but open-source agents struggle with mainstream adoption due to complexity.
SCOTUS cripples Trump tariffs: Is your supply chain ready?
The Supreme Court just crippled Trump’s tariff playbook, but don't mistake a legal defeat for a policy pivot; the next administration will simply find new avenues to weaponize trade, forcing companies to bake in perpetual geopolitical risk.
The ‘Unnatural’ Alpha: Pacific Avenue's Carve-out Play and the 40% Unicorn Gap
This week, we dive into the "unnatural owner" playbook, the "SaaSpocalypse" driven by AI, and why 40% of private unicorns are a ticking time bomb. Plus, learn how strong reputations translate to $7 trillion in shareholder value.
Ring’s “Crime-Free” Dream vs. OpenClaw’s 150 Features/Week
While Ring envisions AI-powered surveillance for a "crime-free" world, OpenAI’s OpenClaw now ships 100-150 features a week. This duality highlights a critical choice for leaders: augmenting control or embracing genuine AI self-improvement.
Velocity Meter Dear Brain Performance
Elites’ “Moral Ambition” or Epstein’s Network: Which Wins?
Do wealth and power inherently corrupt, or do they merely amplify existing flaws? This week, we explore this tension through the lens of Jeffrey Epstein's network and Nicolai Tangen's vision for ethical finance, revealing the subtle erosion of ethical judgment in high-stakes environments.
Klarna Cut 7,000 to 3,000 Staff Using AI, SaaS Multiples Keep Falling
Mike Cannon Brooks reveals Atlassian's 1000x AI cost reduction while Klarna slashes workforce by 4,000 using AI. Undifferentiated SaaS valuations face severe pressure, potentially plummeting to utility-like 1-2x multiples. Is your portfolio optimized?
AI Collapses Software Costs: "$300B Valuation Wipe" Looms
AI is collapsing software costs, threatening traditional SaaS pricing models and sparking a "$300 billion valuation wipe".
29,000 Companies Stuck: PE Exit Bottleneck Worsens
The long-anticipated "normalization" of private markets might not be happening. Instead, we're witnessing a structural shift with 29,000 unsold companies, representing $3.6 trillion in unrealized value, and holding periods often exceeding five years. This isn't a temporary blip.
AI Judges Are Coming. Plus Creative Output Just Scaled 20x.
AI is quietly overhauling the legal system, with former Chief Justice Bridget McCormack highlighting increased predictability and efficiency. This shift signals massive opportunities for any business dealing with complex, document-driven processes.
Velocity Meter Dear Brain Performance
The Universe as a Neural Network. Your Strategy as a Learning Loop.
From cosmologists redefining space-time as a learning algorithm to why Harvard researchers say vulnerability is a power play, this week's intelligence.