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Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next
Alex Rampell, Erik Torenberg, Mike Cannon-Brookes
The presentation distinguishes between SaaS models based on whether their value is tied to outcomes, processes, or a hybrid of both, noting that AI agents threaten seat-based revenue streams by performing work autonomously rather than merely storing data. It argues against replacing core business systems with "vibe coding," instead advocating for AI that serves as extensible front-ends to established "systems of record" while preserving decades of embedded logic and governance. Finally, the discussion highlights Atlassian's strategy of embedding AI directly into existing workflows like Jira to ensure human oversight and iterative refinement, prioritizing predictable value delivery over uncontrolled consumption-based pricing.
Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7
Thomas Lafont and the Kotu firm, managing over $100 billion in assets, predict that private AI giants like OpenAI and Anthropic will dominate the next major market indices as SaaS valuations face re-rating pressures from decelerating growth. While anticipating significant IPOs within 24 months and a shift toward "Big Fucking Ideas" that expand total addressable markets, Lafont argues that AI will enhance engineering productivity rather than reduce headcount, following a historical model of market expansion similar to the introduction of ATMs. The firm actively applies these insights by integrating coding-first AI tools into their due diligence while advocating for democratized access to private equity to capture the exponential growth of early adopters like Clock Code.
- All-In Podcast1h 23m
War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
Emil Michael, Jason, Friedberg, Chamath Palihapitiya, David Sacks
The United States and Israel launched "Operation Epic Fury" against Iran, resulting in the death of Supreme Leader Ali Khamenei and the elimination of key regime officials, an operation explicitly framed by the Trump administration as a strategic strike to dismantle nuclear capabilities rather than a regime change effort. This military campaign leveraged a vast arsenal of AI-driven autonomous drones and relaxed rules of engagement to neutralize Iranian defenses while simultaneously severing China's access to vital oil supplies to create maximal leverage for an anticipated trade deal. Concurrently, the Pentagon restructured its defense industrial base by canceling contracts with firms like Anthropic over ideological constraints, prioritizing unfiltered AI providers such as Grok, and deploying a $200 billion lending facility to domesticate critical supply chains for future conflict.
Nominal Hits $1B as Founders Fund Leads $80M B-2 Acceleration Round
Cameron McCord, Trae Stephens, Molly O'Shea
Following a breakout year, Nominal has secured an $80 million Series C led by Founders Fund to scale its workforce from 125 to over 220 employees and accelerate product development in the software-defined hardware sector. The company leverages this capital to pursue strategic acquisitions and expand partnerships with four of the five largest defense prime contractors, aiming to replace legacy manual workflows with agentic AI that reduces testing costs by up to 60%. Positioned by investors as essential infrastructure comparable to GitHub's impact on software, Nominal seeks to disrupt entrenched industrial vendors by modernizing government procurement cycles and transitioning toward a 1-to-1 human-to-hardware operational ratio.
- Goldman Sachs13 min
$120 Oil Ahead?
Goldman Sachs' Jerome Dortmans warns that the Iran conflict has disrupted 20% of global oil and LNG output, creating unhedgeable supply shortages that could deplete strategic reserves within days. He forecasts prices will surge toward $100–$120 per barrel if the disruption persists beyond three days, with diesel and jet fuel facing the most severe immediate constraints. Dortmans cautions that market complacency is dangerous, predicting material inflationary impacts that will primarily affect major importers like China and India as geopolitical priorities shift away from Western refining systems.
- Goldman Sachs31 min
Lloyd Blankfein on His Memoir, Risk Management and Leadership
Lloyd Blankfein, David Solomon
Former Goldman Sachs Chairman and CEO Lloyd Blankfein details his tenure from 2006 to 2018, contrasting the firm's unique partnership culture with post-IPO public market pressures while outlining specific strategies that enabled survival during the 2007–2008 financial crisis. He attributes this resilience to rigorous mark-to-market accounting and a proactive risk-management focus on tail events, rather than predictive foresight, alongside a leadership philosophy centered on "managing down" to foster collective ownership. Blankfein's memoir, "Streetwise," further examines his journey from Brooklyn public housing to Wall Street, the firm's expansion into philanthropy through 10,000 Women, and the deliberate preservation of Goldman Sachs' distinctive internal culture amidst structural evolution.
- Milken Institute27 min
Conversation with SEC Chairman Paul Atkins and CFTC Chairman Michael Selig | Future of Finance 2026
Paul Atkins, Michael Selig, Michael Piwowar
SEC Chairman Atkins and CFTC Chairman Selig are dismantling a fragmented regulatory landscape by establishing a joint taxonomy and "truce" to clearly distinguish tokenized securities from digital commodities while preventing duplicative enforcement. The agencies are simultaneously modernizing capital formation through disclosure streamlining, approving perpetual crypto futures, and accelerating on-chain settlement to reverse declining IPO trends. These collaborative initiatives aim to provide statutory durability in a post-Loper Bright environment by fostering a single primary regulator framework that retains global liquidity and innovation.
- The Economist8 min
Will the Iran war spread across the Middle East?
Greg, Anshul, Adam, Pete Hexeth
Experts warn that regional chaos in Iran could trigger a prolonged conflict, spiking energy prices and threatening the security models of Gulf states like Saudi Arabia and Qatar. While historically neutral, these nations are shifting toward military alignment with the US and abandoning diplomatic restraint as Iranian strikes backfire by uniting regional populations against Tehran. This escalation occurs amidst a US strategy driven by legacy considerations rather than broad public support, aiming to transform Iran's political landscape while balancing fears of a quagmire against the need to signal power to global rivals like China.
- Goldman Sachs14 min
Oil Market Impacts from Iran
Daan Struyven, Alison Nathan, Don Stroivind
A U.S. and Israeli military campaign against Iran resulted in the death of Supreme Leader Ayatollah Ali Khamenei, triggering a significant disruption to oil flows through the Strait of Hormuz and causing Brent crude prices to surge 25% year-to-date. While Goldman Sachs forecasts a base case of no sustained supply interruptions with prices stabilizing by late 2026, the market currently prices in a risk premium for a potential one-month closure that could drive costs to triple digits. As global spare capacity remains trapped by the blockade and U.S. Strategic Petroleum Reserve levels remain low, the situation presents immediate inflationary risks and elevated geopolitical tail risks for Gulf Cooperation Council infrastructure.
- All-In Podcast49 min
Ray Dalio: "AI Is Eating Everything - and It Might Eat Itself"
Ray Dalio, Dave, Chamath, Jason, Friedberg
Ray Dalio identifies the United States as being in Stage 5 of a long-term cycle, marked by a $2 trillion deficit, 600% debt-to-GDP ratio, and deepening political polarization that necessitates a bipartisan "3% solution" to stabilize the economy. He argues that traditional fiscal tools are insufficient, recommending a strategic 5% to 15% allocation to gold as the only reliable store of value against the impending erosion of fiat currency and geopolitical trade conflicts. Ultimately, Dalio warns that systemic recovery requires a strong leader to enforce structural reforms, manage the transition away from unsustainable trade deficits, and ensure national productivity amid rising technological and social instability.
- The Economist10 min
Will the Iranian regime collapse? | The Economist
US and Israeli forces are executing a decapitation strategy against the Islamic Republic of Iran's security apparatus, targeting senior figures like General Vahidi while neutralizing half of Tehran's ballistic missile capabilities. Despite inflicting significant damage on command structures and nuclear research sites, the conflict faces logistical risks as regional air defenses may deplete after a week of intense retaliation and accidental strikes have already resulted in American casualties. Ultimately, the war's trajectory hinges on whether the regime collapses under pressure or if political constraints force a reversal of the stated goal of regime change.
$1.9B AUM. 200+ Investments. 54 Exits. Inside M13
Courtney Reum, Carter Reum, Molly O'Shea
M13, led by founders Courtney Cowan and Carter Walden, executes a disciplined early-stage strategy across Future Work, Health, Commerce, and Money by out-executing competitors through a $1 million annual operating platform and a 1% daily improvement philosophy. The firm leverages a team of operator backgrounds to secure 20% ownership in portfolio companies, driving Series B valuations 25% higher than the market median and achieving 54 exits including early stakes in Ring and Pinterest. While prioritizing the second and third waves of AI disruption to avoid capital arms races with giants, M13 applies asymmetrical risk/reward logic to build a top-decile fund utilizing Los Angeles as a primary hub for creator and consumer innovation.
- The Economist7 min
What's China really up to in the Arctic? | The Economist
China aims to establish itself as a "polar great power" by 2030 through its "Polar Silk Road" initiative, which seeks to leverage the retreating Arctic ice to secure economic advantages via the Northern Sea Route and access natural resources. While Beijing has deepened cooperation with Russia and attempted infrastructure projects in Greenland and Nordic countries, these efforts face mounting resistance from NATO members who suspect military-civil fusion and demand prioritized security over scientific engagement. The inclusion of Sweden and Finland into the alliance has further complicated China's strategic goals by shifting the regional balance toward defense, thereby hindering Beijing's ambitions to expand its footprint in the Arctic.
- All-In Podcast1h 21m
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
Trump, Friedberg, Jason Calacanis, Chamath Palihapitiya, David Sacks
The event analyzes a dramatic market shift where Anthropic's AI announcements triggered significant stock declines across legal, security, and computing sectors, signaling a transition from debating AI's timeline to questioning the survival of current business models. Concurrently, the discussion contrasts this volatility with a labor paradox where rising AI tool costs drive higher engineering demand, while highlighting structural constraints in energy infrastructure and a Supreme Court ruling that temporarily stalled executive tariff powers. The session concludes by examining breakthrough medical trials for aging reversal and noting a political climate where legislative polarization has deepened despite moments of rare bipartisan agreement.
- The Economist9 min
What would be the point of an American strike on Iran? | The Economist
Edward Carr, Ed, Shashank, Greg
Two US aircraft carrier strike groups and over 100 fighter jets, including F-22s landed in Israel, have assembled in the Gulf and Mediterranean to execute high-intensity strikes without establishing a large-scale ground presence in Saudi Arabia or the UAE. Analysts warn that the undefined strategic aim—ranging from punitive punishment to coercive diplomacy or regime change—fundamentally determines the conflict's duration and feasibility. Negotiations remain deadlocked over specific nuclear constraints, as Washington seeks a permanent agreement eliminating sunset clauses while Iran resists total uranium enrichment restrictions.