Tüm Bölümler
My outlook for 2026: orchestration, the human edge and the AI bubble
In this episode, I share my outlook for 2026 and explain why AI tools now feel genuinely different. I explore how the act of making has been transformed, why authenticity and meani...
AI, markets, and power: A conversation with Paul Krugman (2025 re-run)
In this episode, Nobel Prize-winning economist Paul Krugman and I discuss how a strong US economy, high asset valuations, and rapid AI adoption are sitting in uneasy tension. We ex...
Reflecting on 2025 (the K-shaped economy, AI's impact on work and human judgement, energy bottlenecks)
What made 2025 special? 🎊 We recorded this to publish after Christmas, but demand for year‑end reflections prompted an early release - so if you hear me say Christmas has passe...
What I learned from the world's leading minds in 2025
In this episode, I’ve distilled a year of extraordinary dialogue into one 20-minute briefing. I’ve spent 2025 in conversation with the architects of our future - the builders and t...
What it will take for AI to scale (energy, compute, talent)
In this episode, I look at the next 24 months of AI. The technology is improving rapidly – so what could hold back widespread transformation of how we work and live? I dig into the...
The method of invention, AI's new clock speed and why capital markets are confused
In this episode, I reflect on the third anniversary of ChatGPT's launch as a marker of where we are in the exponential age. As a product, ChatGPT captures the speed of technologica...
Why the AI productivity gains haven’t arrived - yet
The AI industry is sending mixed signals, with markets turning red while teams report real productivity gains. In this session I explore why we are living in a split reality, where...
Where did all the entry-level jobs go? (With Revelio CEO Ben Zweig)
Junior roles in AI-exposed fields are disappearing fast. The obvious culprit is AI rapidly automating entry-level jobs. And yet, this isn't quite right. What is driving the drop ...
The demand for infinite compute
The AI boom isn’t just about chatbots. In this video, I explain why cloud companies and chipmakers are exploding in value: we’re moving into an economy where computation becomes a...
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)
In this episode, I speak with Jordan Schneider, creator of Chinatalk, to explore the new phase of US–China competition. Both countries are using trade policy, export controls and i...
Inside the collapse of the internet economy (and what comes next)
This conversation is a practical map of how AI “answer engines” upend the web’s traffic-funded model – and what could replace it. Matthew Prince (co-founder and CEO of Cloudflare) ...
Why China builds while America debates, with Dan Wang
In this episode, I spoke with Dan Wang, author of “Breakneck: China’s Quest to Engineer the Future”. We unpacked a bold thesis: China is not merely a competitor in AI and tech, but...
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