Collection

Library

Browse your videos and channels

Video Assets

919

Tracked Channels

30

Videos 919 Channels 30

Stripe

Ramp founder Eric Glyman on the many ways AI is changing corporate spending

58 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI is turning corporate finance platforms from systems that record spending into context-aware operating layers that review transactions, perform financial work, optim…

Unread

More or Less Podcast

Hype vs Reality: Our 2026 Predictions for Tech, Media, and Culture

43 min read

## At-a-Glance - Verdict: Skim - Core thesis: The panel expects 2026 to shift AI from infrastructure hype toward personalized agents, generated software interfaces, model consolidation, and labor and regulatory consequen…

Unread

Sweat Equity

Become a Dangerously Good Writer in 55 Minutes w/ Sam Parr

55 min read

## At-a-Glance - Verdict: Skim - Core thesis: Effective copy moves the right prospect toward action by combining a targeted headline, unresolved curiosity, simple rhythmic prose, story-driven desire, proof, and systemati…

Unread

orenmeetsworld

Why some creators make way more than others (content niches ranked)

27 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Creator income depends less on raw audience size than on the commercial value of the audience, with business, finance, and medical niches commanding far more than comm…

Unread

Lenny's Podcast

The most rational take on AI you’ll hear this year

71 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI is a platform shift on the scale of the internet or mobile, but its eventual products, winners, labor effects, and value distribution remain radically uncertain and…

Unread

AI Engineer

An AI Agent Became the #1 Contributor in OpenAI's Hiring Challenge — Zhengyao Jiang, Weco

8 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Autonomous research agents can already outperform individual ML engineers at sustained implementation and experimentation, but their value depends heavily on human-sup…

Unread

Stripe

Stripe’s 2025 annual letter

22 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Stripe argues that AI is accelerating company formation, global distribution, and machine-led commerce, while payments, stablecoins, interoperable protocols, and capit…

Unread

More or Less Podcast

Founders Beware: Illiquid Valuations vs. Real‑World Taxes

48 min read

## At-a-Glance - Verdict: Skim - Core thesis: A proposed California tax on fortunes above $1 billion could create severe liabilities for founders whose paper wealth comes from illiquid, aggressively valued startup equity…

Unread

Sweat Equity

The $1.2B Funnel Strategy Every Brand Should Steal in 2026

19 min read

## At-a-Glance - Verdict: Skim - Core thesis: Fast-growing subscription brands use persona-specific ads, congruent advertorial or quiz funnels, aggressive introductory offers, and habit-building retention to accept weak …

Unread

orenmeetsworld

Nike is collapsing... and it's bigger than sneakers

22 min read

## At-a-Glance - Verdict: Skim - Core thesis: Nike's deterioration is presented as an operating-model failure: mediocre product, legacy agency processes, scarcity-driven customer hostility, and slow centralized marketing…

Unread

Lenny's Podcast

Tony Fadell: How to build real taste (and why AI makes it matter more)

79 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: As AI makes implementation cheap and abundant, durable differentiation shifts toward human taste: choosing the right pain, imposing a coherent system architecture, ref…

Unread

AI Engineer

Imagination Engineering — Eve Bouffard, Head of Design, Y Combinator

12 min read

## At-a-Glance - Verdict: Skim - Core thesis: As capable models make software execution nearly instantaneous, the differentiating skill shifts from implementation to capturing unconventional ideas and giving agents enoug…

Unread

Stripe

Reiner Pope of MatX on accelerating AI with transformer-optimized chips

59 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: MatX is betting that transformer-specific co-design—combining HBM and SRAM, a large partitionable systolic array, and mixed low-precision arithmetic—can deliver both s…

Unread

More or Less Podcast

SaaS Companies Beware: AI Is The New UI (Anthropic's Claude Code and Cowork)

49 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Desktop agents such as Anthropic's Claude Code and Cowork are turning AI into a user-generated interface and control layer over existing systems, eroding standalone Sa…

Unread

Sweat Equity

Watch Me Build a $100M Brand Right In Front of Your Eyes

33 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: The speaker proposes building Steady, a nervous-system gummy brand, by combining a large wellness market, habit-forming subscriptions, high-volume creator-led acquisit…

Unread

orenmeetsworld

How Dupes are Exposing Luxury (LARP economy explained)

21 min read

## At-a-Glance - Verdict: Skim - Core thesis: As high-quality dupes make luxury aesthetics cheap and ubiquitous, status signals lose credibility and create an opening for brands that deliver comparable or better quality …

Unread

Lenny's Podcast

The hidden pattern behind successful products | Mark Pincus (FarmVille, Words with Friends, & more)

70 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Successful products usually preserve what is already proven for a specific audience and platform, add an indisputable incremental improvement, and test multiple novel …

Unread

AI Engineer

Closing Keynote: Garry Tan, Y Combinator

15 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI-native companies achieve extreme leverage not merely by using better models, but by encoding organizational capabilities as reusable agent skills, routing work deli…

Unread

20VC with Harry Stebbings

Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO

73 min read

## At-a-Glance - Verdict: Skim - Core thesis: AI economics are shifting from model benchmarks and token prices toward routed, governed workflows measured by completed-task cost, while the resulting spend is pressuring fr…

Unread

AI Engineer

Forward Deployed Engineering at Cursor — Pauline Brunet

17 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: A forward deployed engineering function creates the most value when senior, technically credible engineers co-build strategically important customer workflows with mea…

Unread