Collection

Library

Browse your videos and channels

Video Assets

916

Tracked Channels

30

Videos 916 Channels 30

More or Less Podcast

Apple’s New Siri, SpaceX’s $300B IPO & the AI Company Killing Its Own Brand

36 min read

## At-a-Glance - Verdict: Skim - Core thesis: Apple's WWDC prioritized consumer AI features over developer tools, signaling a strategic bet on consumer experience while overlooking the generative coding revolution; meanw…

Unread

Stripe

Privy Founder Henri Stern on why stablecoins only matter if they deliver real user value

2 min read

## At-a-Glance - Verdict: Skim - Core thesis: Privy sold to Stripe because bootstrapping wallet infrastructure + fiat orchestration takes too long alone, and stablecoins only matter if they deliver measurable user value,…

Unread

My First Million

The most simplified breakdown of the SpaceX IPO on the internet

57 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: SpaceX's $1.75T IPO is priced for an Elon Musk moonshot: if Starship works and space data centers become viable, it redefines compute infrastructure; otherwise, it's a…

Unread

AI Engineer

GPU Cloud Deployment Without Leaving Your IDE — Audry Hsu, RunPod

12 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: RunPod Flash eliminates Docker/Git iteration cycles by letting developers deploy GPU workloads directly from their IDE using a Python decorator, charging only for actu…

Unread

AI Engineer

How to Keep Shipping When You Walk Away from Your Desk — Zack Proser, WorkOS

23 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI coding tools enable unprecedented productivity but risk rapid burnout; sustainable developer workflows now require signal layers, voice-first flows, remote control …

Unread

AI Engineer

The agent-ready web: Simplify user actions with WebMCP — Tara Agyemang, Google

14 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: WebMCP is a proposed web standard from Google Chrome that lets websites define structured tools/capabilities (like a menu) for AI agents instead of forcing agents to p…

Unread

20VC with Harry Stebbings

SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR

63 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: SpaceX's $75B IPO at $1.77T valuation using fixed pricing is high-risk but iconic; OpenAI and others rushing public as capital markets enable mega-exits; efficiency wa…

Unread

20VC with Harry Stebbings

SpaceX Launches Largest EVER IPO

1 min read

## At-a-Glance - Verdict: Skip - Core thesis: A teaser/intro segment listing upcoming discussion topics with minimal substantive analysis or detail - Why it matters: It does not: this is a show intro or chapter preview w…

Unread

Stripe

Barney Hussey-Yeo in conversation with John Collison

34 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Deep vertical AI assistants that own full product stacks and take autonomous actions will beat frontier-model wrappers; organizational structure must flatten radically…

Unread

My First Million

Lloyd Blankfein's Retirement Portfolio Got Him Roasted Live

1 min read

## At-a-Glance - Verdict: Skim - Core thesis: Lloyd Blankfein (former Goldman CEO) admitted to day-trading ~70% of his multi-billion net worth in retirement, which Barry Ritholtz publicly criticized as poor risk-adjusted…

Unread

Every

My Slack Feedback Now Ships Itself

5 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Claude Sonnet 4 (Fable) enables a fully automated feedback-to-PR pipeline where Slack feedback is ingested, structured, batch-fixed by AI, and merged overnight without…

Unread

AI Engineer

Self Driving Products: Product Signals to Pull Requests — Joshua Snyder, PostHog

12 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: PostHog is building a pipeline that converts product observability signals (errors, replays, logs, Slack) directly into reviewed, green PRs instead of requiring manual…

Unread

AI Engineer

Sovereign Escape Velocity: Ownership w Open Models — Gus Martins, & Ian Ballantyne, Google DeepMind

17 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Gemma 4 open models (2B–31B) achieve frontier-class performance per parameter, enabling full ownership and sovereignty while running on local hardware from phones to s…

Unread

AI Engineer

Stop Making Models Bigger, Make Them Behave — Kobie Crawdord, Snorkel

17 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: A 4B parameter model fine-tuned with RL on high-quality tool-use data can outperform a 235B parameter model on financial analysis tasks for under $500 in training cost…

Unread

My First Million

60 minutes with the man who predicted the 2008 crash

40 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Barry Ritholtz argues that beating the market is nearly impossible for most people; the best strategy is low-cost indexing, behavioral discipline, and humility about f…

Unread

Every

How Anthropic Uses Claude Fable 5 With Mike Krieger

48 min read

## At-a-Glance - **Verdict:** Watch fully - **Core thesis:** Claude Fable 5 represents a fundamental shift from "code assistant" to "trusted teammate," enabling multi-day autonomous work with unprecedented follow-throug…

Unread

Uncapped with Jack Altman

Mike Volpi on Why AI Breaks Traditional Venture Capital | Ep. 52

48 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI fundamentally breaks traditional venture capital assumptions—software creation costs plummet, capital-intensive labs dominate, stage boundaries collapse, and founde…

Unread

AI Engineer

2026 AI Engineer Vibe Reel

1 min read

## At-a-Glance - Verdict: Skip - Core thesis: No substantive thesis is present; the transcript consists only of repeated “Outro Music.” - Why it matters: The source contains no usable information on AI engineering, syste…

Unread

AI Engineer

From Transcription to Live Music: Gemini's Audio Stack — Thor Schaeff, Google DeepMind

13 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Google DeepMind has built a unified audio stack on Gemini 2 that integrates deep audio understanding (transcription + nuance), voice direction (30 base voices modifiab…

Unread

AI Engineer

RAG is dead, right?? — Kuba Rogut, Turbopuffer

10 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Traditional one-shot RAG (vector search → LLM) is being replaced by iterative, multi-tool agentic retrieval that combines semantic search, full-text search, and file-s…

Unread