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June 6, 2026
Lucy Guo Built Scale AI to $26 Billion. The Playbook Started With Neopets Bots in Second Grade.
Scale AI's co-founder on Thiel Fellowship arbitrage, manually labeling datasets in client boardrooms to win enterprise contracts, and why the creator economy's next phase is entirely synthetic.
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June 6, 2026
Ray Dalio Says America Has Already Passed the Fiscal Point of No Return
On Bloomberg Television, Dalio maps the mechanics of a slow-motion fiscal reckoning — connecting a $2 trillion annual deficit to yield curve distortions, financial repression, semiconductor choke points, and an AI bubble approaching 1929-level concentration.
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June 5, 2026
Elon Musk and Jamie Dimon on Orbital AI, the Tera Fab, and Why Space Is the Only Answer to Earth's Energy Ceiling
In a JP Morgan investor session, Musk explains why SpaceX is going public, reveals a New York chip fab to end America's memory manufacturing deficit, and makes the case that space-based solar is the only viable path past the energy bottleneck blocking frontier AI.
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June 5, 2026
Dara Khosrowshahi on Fixing Uber, the AV Aggregation Play, and Why the Real Threat to Self-Driving Is Political
The Uber CEO tells Invest Like the Best how he stabilised a governance crisis, why physical marketplaces grow by aggregating supply not chasing demand, and why Uber's AV strategy is a marketplace infrastructure bet — not a technology bet.
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June 5, 2026
David George and David Clark on AI's Compressed Power Law, the Non-Bubble, and Why Defensibility Has a Half-Life
The a16z GP and VenCap CIO explain why AI companies are scaling to $32B+ in under six years, why 40% of the Forbes AI 50 churns annually, and why physical infrastructure scarcity proves this cycle is nothing like the dot-com bubble.
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June 5, 2026
Andrej Karpathy on Vibe Coding, Software 3.0, and Why Human Value Has Moved Entirely Up the Stack
The former Tesla and OpenAI AI chief tells Sequoia Capital why LLMs are a new class of computer, what separates vibe coding from real agentic engineering, and why understanding — not intelligence — is the final human bottleneck.
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June 5, 2026
Jon Gray on the Hilton Bet, Blackstone's $1.3 Trillion Playbook, and Why Good Neighborhoods Beat Good Prices
Blackstone's President tells Bloomberg Podcasts how a $26B buyout marked down 71% became a $14B profit, and why picking the right macro neighbourhood matters more than negotiating the right price.
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June 5, 2026
Dan Loeb on Third Point's Evolution, Quant-Driven Alpha, and Why the Capital Stack Is the Investment
The Third Point founder tells Invest Like the Best how quant-driven forced selling creates recurring alpha, why the capital stack is the primary unit of analysis, and what the Twitter and xAI debt trades reveal about where multi-strategy funds have a permanent edge.
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June 5, 2026
Bill Ackman on Permanent Capital, the AI Barbell, and Why Howard Hughes Is His Berkshire Blueprint
The Pershing Square CEO tells All-In how he evolved from door-knocking activist to permanent capital architect — and why converting Howard Hughes into a Berkshire-style insurance compounder is his most ambitious structural bet yet.
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June 4, 2026
Marc Rowan on Building Apollo to $1 Trillion, the Private Credit Revolution, and Why SaaS Is the Next Casualty of AI
The Apollo CEO tells a16z how private credit works at scale, why 30% of PE capital deployed over the last decade is sitting on an AI-lit fuse, and what four decades of clean-sheet thinking actually looks like.
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June 4, 2026
Demis Hassabis on DeepMind's AGI Timeline, Drug Discovery, and Why the Agent-First Era Has Already Begun
The DeepMind CEO tells Rowan Cheung that AGI is on track for 2029–2031, explains why drug discovery is AI's most important near-term proof point, and names the three unsolved problems still standing between here and AGI.
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June 4, 2026
The Physics of AI: Why Compute is the New Oil and the Bottleneck Has Moved to Watts
Anthropic added $11B in ARR in a month, TSMC is deliberately preventing a bubble, and the only application-layer survivors are those doing something physically too hard to copy.
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June 4, 2026
OpenAI's CFO on the Race for Compute, the Ad Play, and Why the IPO Timing Doesn't Matter
Sarah Friar on 900 million users, a 97% drop in token costs, why there's no compute available until 2027, and the case for AI-subsidised advertising.
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June 3, 2026
Ray Kurzweil Still Thinks AGI Arrives in 2029 — and He's Running Out of People to Argue With
For twenty years his timeline was dismissed. Now the field is moving toward him. Kurzweil on what's left to solve, what comes after AGI, and the achievement he's proudest of.
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June 3, 2026
The Week AI Stopped Being Speculative: Karpathy, $45B Contracts, and a Market That's Actually Working
Karpathy joins Anthropic, Anthropic signs a $45B compute deal with SpaceX, and the AI market quietly closes in on $400B in annual revenue.
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June 3, 2026
Mo Gawdat's Warning: We Built Something We Can't Control, and We're Not Ready
The former Google AI chief on the gap between what the public sees and what's actually happening in the labs — and why the real danger isn't a rogue machine.
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June 3, 2026
Jamie Dimon's Playbook: Paranoid by Design, Profitable by Discipline
A pocket list, a board that meets without him, and stress tests built for the unthinkable — the management philosophy behind the world's most profitable bank.
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June 3, 2026
IBM's Second Act: How Arvind Krishna Bet the Company on AI and Won
A series of hard calls — what to sell, what to kill, and where to bet — quietly turned one of tech's most storied names into a serious AI company.
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June 2, 2026
In 36 Months, the Cheapest Place to Put AI Will Be Space
Earth's power grids are full and its permitting regimes are paralyzed. Elon Musk makes the case that orbit is quietly becoming the most practical place to run frontier AI.
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June 2, 2026
Claude Meets Satellite Data — Planet and Anthropic Are Building a Queryable Earth
Planet photographs the entire Earth every day. Anthropic builds the AI to reason about it. Their new partnership wants to make three decades of planetary imagery searchable by anyone.