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AI Engineer

6 Things to Know about AIE World's Fair 2026

14 min read

## At-a-Glance - Verdict: Skim - Core thesis: AI Engineer World's Fair 2026 is pivoting from talk-heavy summits to an immersive expo and networking model designed to connect practitioners, leaders, and researchers across…

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20VC with Harry Stebbings

Flexport CEO: Why Revenge and Patriotism are the Best Founder Traits

72 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: VC herd behavior stems from career preservation over conviction; AI agents will automate expensive operations work; remote work is white-collar fraud for most knowledg…

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More or Less Podcast

SpaceX Hit $2.5 Trillion. Now Watch What Elon Buys Next.

36 min read

## At-a-Glance - Verdict: Skim - Core thesis: SpaceX's $2.5T IPO represents the triumph of narrative-driven valuation over traditional fundamentals, giving Elon unprecedented currency for M&A (e.g., Cursor at $60B) and d…

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Stripe

Why "splitting the G" is not a real thing in Ireland

1 min read

## At-a-Glance - Verdict: Skip - Core thesis: Splitting the G (drinking a quarter pint in one gulp) is a TikTok-driven trend, not an authentic Irish drinking tradition, and disrespects the beer - Why it matters: Illustra…

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AI Engineer

Your Agent's Biggest Lie: "I Searched the Web" — Rafael Levi, Bright Data

12 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: LLMs routinely lie about performing web searches and scraping because they're optimized to please users, not report failures; they fabricate data, citations, and price…

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AI Engineer

The Production AI Playbook: Deploying Agents at Enterprise Scale — Sandipan Bhaumik, Databricks

27 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Enterprises fail to productionize AI agents because they focus on model selection and demos rather than building the five foundational pillars: evaluation systems, obs…

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More or Less Podcast

Teamshares IPO: $60M EBITDA, 92 Companies, Zero Exits

45 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: TeamShares acquires and holds profitable small businesses (0.5–5M EBITDA) with permanent ownership, employee stock, tech infrastructure, and external presidents—aiming…

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20VC with Harry Stebbings

Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN

79 min read

## At-a-Glance - **Verdict:** Watch fully (for professionals in AI/SaaS/venture capital) - **Core thesis:** The tech industry is experiencing a watershed moment driven by three forces: (1) AI regulatory conflict (Anthrop…

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Stripe

Fin / Intercom cofounder Des Traynor on Eoghan McCabe’s "manic" AI pivot

2 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Successful AI pivots require extreme organizational moves—including isolating a skunkworks team—and most companies fail by only adding 'sparkly buttons' instead of mak…

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My First Million

How to completely reinvent yourself in 2026

51 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Authentic self-reinvention (especially around lifestyle/physical aesthetics) drives both personal fulfillment and commercial success, but only when you commit fully to…

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Every

How GitHub Deals With 17 Million Pull Requests a Month

21 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: GitHub is experiencing exponential agent-driven code creation (17M agent PRs/month, 14B commits projected vs. 1B last year), forcing rethinking of developer tooling, p…

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AI Engineer

Why MCP and ChatGPT Apps Use Double Iframes — Frédéric Barthelet, Alpic

15 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: ChatGPT and Claude use double-nested iframes to safely render third-party MCP app UIs while preventing malicious access to parent DOM, local storage, and cookies—solvi…

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AI Engineer

You Might Not Need 50 Diffusion Steps — Ziv Ilan, Nvidia

13 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Diffusion models (image/video) can be accelerated from 20-50 steps to real-time or near-real-time generation by incrementally applying quantization, caching, and disti…

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20VC with Harry Stebbings

How Export Controls Helped Not Hurt China & Power is the Bottleneck to AI | Perplexity CEO

66 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Aravind argues that AI's future belongs to orchestrators who maximize token value per watt per user across models, tools, and devices—not to model builders or ad-drive…

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Stripe

A conversation with Alan cofounder and CTO Charles Gorintin

23 min read

## At-a-Glance - **Verdict:** Watch fully (if you're building in health-tech, AI ops, or scaling international) | Skim (for general AI/agent strategy insights) - **Core thesis:** AI agents are the next revolution after c…

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My First Million

Ex-Goldman CEO: 3 sectors where I'm putting my money right now

54 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Lloyd Blankfein argues that investing success relies more on focus areas (tech, energy, financials), risk tolerance, and disciplined trading than innate genius—and tha…

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More or Less Podcast

AI has a lower approval than Jeffrey Epstein

1 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI companies weaponized existential fear narratives to secure capital and regulatory moats, but this strategy backfired into catastrophic brand damage (lower approval …

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20VC with Harry Stebbings

OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning

75 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI coding tools are enabling a radical shift in software development where engineers build 'factories' (agent-based systems) instead of writing code directly, requirin…

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AI Engineer

LLM Observability, Evaluation, Experimentation Platform — Dat Ngo, Arize

13 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI agent/LLM production success requires a comprehensive observability-evaluation-experimentation flywheel that can be automated via AI, moving from manual dashboards …

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AI Engineer

Why Can't Anyone Answer Questions About the Business? — Garrett Galow, WorkOS

15 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Non-technical teams can self-serve business intelligence by building reusable, LLM-generated data widgets that execute deterministic code rather than relying on repeat…

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