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Volatility Signals: AI Boom or Bust? | ITK With Cathie Wood

Volatility Signals: AI Boom or Bust? | ITK With Cathie Wood

Market turbulence is creating distinct opportunities. Cathie Wood explores how algorithmic trading drives volatility, masking the fundamental shifts of the AI revolution. Discover why this technological transformation creates deep value for high-conviction investors.

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Complicated Geneva talks. Ukraine trusteeship plan

Complicated Geneva talks. Ukraine trusteeship plan

High-stakes diplomacy returns to Geneva involving Steve Witkoff and Jared Kushner. As delegations discuss the Ukraine trusteeship plan and 2022 Istanbul agreements, critics question the chaotic schedule that also includes parallel Iran negotiations in a single afternoon.

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Android 17 Bumpy Launch - Android Faithful Episode #136

Android 17 Bumpy Launch - Android Faithful Episode #136

Google initiates the Android 17 cycle with Beta 1, enforcing strict large-screen mandates. We also cover significant Pixel 10a battery leaks and rumors of a new Nvidia Shield TV model. Tune in to Android Faithful #136 for the full breakdown of Google's chaotic launch week.

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Volatility Signals: AI Boom or Bust? | ITK With Cathie Wood

Volatility Signals: AI Boom or Bust? | ITK With Cathie Wood

Market turbulence is creating distinct opportunities. Cathie Wood explores how algorithmic trading drives volatility, masking the fundamental shifts of the AI revolution. Discover why this technological transformation creates deep value for high-conviction investors.

Members Public
Is SaaS Dead? | The Brainstorm EP 119

Is SaaS Dead? | The Brainstorm EP 119

The "growth at all costs" era is over. As AI rises and code becomes commoditized, investors ask: Is SaaS dead? We explore why this isn't an industry death, but a violent business model reset requiring a re-evaluation of pricing power and traditional moats.

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Anthropic's Super Bowl Lies | Sharp Tech with Ben Thompson

Anthropic's Super Bowl Lies | Sharp Tech with Ben Thompson

Ben Thompson blasts Anthropic’s Super Bowl ads as deceptive attacks on OpenAI. The analyst argues the campaign relies on falsehoods about ads in AI responses. OpenAI CEO Sam Altman responds, defending ad models as a tool for democratization.

Members Public
Is SaaS Dead? | The Brainstorm EP 119

Is SaaS Dead? | The Brainstorm EP 119

The "growth at all costs" era is over. As AI rises and code becomes commoditized, investors ask: Is SaaS dead? We explore why this isn't an industry death, but a violent business model reset requiring a re-evaluation of pricing power and traditional moats.

Members Public
Anthropic's Super Bowl Lies | Sharp Tech with Ben Thompson

Anthropic's Super Bowl Lies | Sharp Tech with Ben Thompson

Ben Thompson blasts Anthropic’s Super Bowl ads as deceptive attacks on OpenAI. The analyst argues the campaign relies on falsehoods about ads in AI responses. OpenAI CEO Sam Altman responds, defending ad models as a tool for democratization.

Members Public
Dario Amodei — “We are near the end of the exponential”

Dario Amodei — “We are near the end of the exponential”

Anthropic CEO Dario Amodei predicts the end of the exponential curve, foreseeing a "country of geniuses in a data center." We analyze his views on scaling laws, trillion-dollar compute clusters, and the rapid evolution from high-school intelligence to Nobel-worthy discovery.

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Volatility Signals: AI Boom or Bust? | ITK With Cathie Wood

Volatility Signals: AI Boom or Bust? | ITK With Cathie Wood

Market turbulence is creating distinct opportunities. Cathie Wood explores how algorithmic trading drives volatility, masking the fundamental shifts of the AI revolution. Discover why this technological transformation creates deep value for high-conviction investors.

Members Public
Is SaaS Dead? | The Brainstorm EP 119

Is SaaS Dead? | The Brainstorm EP 119

The "growth at all costs" era is over. As AI rises and code becomes commoditized, investors ask: Is SaaS dead? We explore why this isn't an industry death, but a violent business model reset requiring a re-evaluation of pricing power and traditional moats.

Members Public
Anthropic's Super Bowl Lies | Sharp Tech with Ben Thompson

Anthropic's Super Bowl Lies | Sharp Tech with Ben Thompson

Ben Thompson blasts Anthropic’s Super Bowl ads as deceptive attacks on OpenAI. The analyst argues the campaign relies on falsehoods about ads in AI responses. OpenAI CEO Sam Altman responds, defending ad models as a tool for democratization.

Members Public
The New Trend that Terrifies Netflix | Cal Newport

The New Trend that Terrifies Netflix | Cal Newport

The gap between independent creators and legacy media is closing. "Micro-streamers" are now producing content that rivals major studios like Netflix. This shift moves the economy away from algorithms toward community-funded, high-quality art.

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The Quest to Cure Alzheimer's | Sacha Schermerhorn, Babylon Bio

The Quest to Cure Alzheimer's | Sacha Schermerhorn, Babylon Bio

Billions have been poured into failed Alzheimer's trials. Sacha Schermerhorn of Babylon Bio argues the answers lie in fragmented literature. By using LLMs to synthesize existing research, he aims to rewrite the playbook on neurodegenerative disease and solve the biological puzzle.

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Thrive Backs Startup Building Optical Data Center Tech

Thrive Backs Startup Building Optical Data Center Tech

Mesh Optical, founded by ex-SpaceX engineers, exits stealth with Thrive Capital backing. The startup is building 1.6 Tbps optical interconnects to power next-gen AI GPU clusters, aiming to shift critical manufacturing from China to the US by 2027.

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The Quest to Cure Alzheimer's | Sacha Schermerhorn, Babylon Bio

The Quest to Cure Alzheimer's | Sacha Schermerhorn, Babylon Bio

Billions have been poured into failed Alzheimer's trials. Sacha Schermerhorn of Babylon Bio argues the answers lie in fragmented literature. By using LLMs to synthesize existing research, he aims to rewrite the playbook on neurodegenerative disease and solve the biological puzzle.

Members Public
Joe Rogan Experience #2455 - Donnell Rawlings

Joe Rogan Experience #2455 - Donnell Rawlings

Comedian Donnell Rawlings joins Joe to discuss his "Kill Tony" redemption, the physical realities of aging, and navigating success. They also dive into diet debates, the dangers of sugar versus red meat, and the predatory nature of state lotteries.

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Volatility Signals: AI Boom or Bust? | ITK With Cathie Wood

Volatility Signals: AI Boom or Bust? | ITK With Cathie Wood

Market turbulence is creating distinct opportunities. Cathie Wood explores how algorithmic trading drives volatility, masking the fundamental shifts of the AI revolution. Discover why this technological transformation creates deep value for high-conviction investors.

Members Public