Software may be flashy, but the physical semiconductor is the real power behind modern life. Author Chris Miller reveals why these tiny silicon chips are the world's most vital resource, driving everything from basic appliances to the future of artificial intelligence.
Indices are at all-time highs, yet investors feel dread. Robyn Grew and Christina Hooper join TCAF to discuss the disconnect between AI growth, consumer spending, and why active management is making a comeback in today's fragile economic landscape.
April brings a massive shift to finance. With escalating Middle East tensions, the disruption of China's DeepSeek V4 AI, and the anticipated US Clarity Act, the crypto landscape is changing. See why experts believe this month marks the end of the old market cycle.
Ben Horowitz and Peter Diamandis dissect Silicon Valley's tectonic shifts. They discuss xAI executive departures, Apple's AI crisis, 'garage-scale' computing, and AI-crypto convergence. Learn how AI recursive self-improvement signals a permanent exit from the industrial age, marking the 'singul
Boris Cherny, Head of Claude Code at Anthropic, discusses the profound transformation in software development as AI increasingly authors 100% of code. He envisions a future where "coding is largely solved," redefining roles, product development, and societal implications in an AI-powered world.
The crypto world buzzed with regulatory showdowns over prediction markets as the CFTC clashed with states. Explore major Layer 2 shifts (Base leaves Optimism), continued institutional engagement with digital assets, and AI's impact on Web3. Dive into the week's key developments.
Is the SaaS model facing an existential crisis? Amidst AI's rise and market shifts, many predict a 'SaaS apocalypse.' This article cuts through the hype to analyze AI's real impact on software development, market dynamics, and the strategic imperatives for founders and investors in this transfo
The crypto world transforms from wild west to institutional maturity. A talent exodus, resilient VCs, AI's role in payments, and prediction markets facing regulation define this dynamic shift. Discover the challenges and opportunities in this evolving landscape.
The crypto landscape is transforming: Base pivots from Optimism, and Zora moves to Solana, signaling fragmentation in L2s. This dynamic period also sees AI breakthroughs with autonomous agents & LayerZero Labs launching its own blockchain for institutional demand. Explore these critical shifts
In a thought-provoking Joe Rogan Experience episode, Michael Malice discusses modern society's complexities. They tackle the internet's dark corners, misinformation, global politics, and the ethical concerns of AI. A candid exploration of an era defined by rapid technological shifts and ideolog
Renée James, former Intel President & Ampere Computing founder, delves into the semiconductor industry – the silent architect of AI. She shares her candid perspective on the monumental challenges and profound opportunities, revealing if this critical sector truly is the most expensive business
OpenAI is nearing the finalization of a new funding round projected to secure over $100 billion, potentially elevating its valuation to $850 billion post-money. Strategic investments from Amazon, SoftBank, NVIDIA, and Microsoft underscore the intensifying global race for AI dominance and its im
Anthropic CEO Dario Amodei forecasts AI models surpassing human cognition within years, discussing profound opportunities and significant risks. He announced Anthropic's strategic expansion into India, including a new Bengaluru office and partnerships to both foster AI benefits and address its
Meta Platforms is set to deploy 'millions' of Nvidia processors in a massive multi-year AI initiative, as reported by Bloomberg Tech. This move coincides with Apple's push into AI wearables and Meta CEO Mark Zuckerberg's upcoming testimony in a social media addiction trial, highlighting rapid t
Andrew Baglino, former Tesla VP, raises $140M for Heron, his energy tech startup. Funded by Andreessen Horowitz, Heron will develop advanced power semiconductors to modernize the U.S. grid, meet AI data center demands, and integrate renewables, replacing outdated mechanical components.
Morgan Stanley warns AI fears are causing an "indiscriminate" selloff in AI-exposed stocks, overlooking a projected $10 trillion capital expenditure investment cycle. This cycle promises significant global productivity gains and reveals numerous undervalued opportunities beyond traditional tech
