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  1. The Economist8 min

    Britain’s chancellor: closer relations with the EU are in our national interest

    Rachel Reeves, Rachana Shanbhogue

    The UK government has formalized a strategy for broader regulatory alignment with the EU to unlock an estimated 8% GDP boost, moving beyond previous sectoral deals in areas like food and energy to mitigate isolation risks from global protectionism. Led by the Chancellor and recently discussed with European Commission President Ursula von der Leyen, this approach prioritizes functional market integration while explicitly rejecting a return to the EU or Customs Union to avoid political division. European partners have welcomed these concrete commitments, viewing the UK's shift as a pragmatic step toward shared economic growth and security that leverages the nation's position as a G7 growth leader.

  2. a16z47 min

    The New Media Playbook with Marc Andreessen & Ben Horowitz

    Marc Andreessen, Ben Horowitz, Erik Torenberg

    The firm fundamentally redefines media strategy by replacing the defensive posture of traditional journalism with an offense-oriented approach that prioritizes speed, founder-led personal branding, and content saturation to control narratives within a 24-hour cycle. By treating viral posts as the primary medium and leveraging an OODA loop of rapid observation and action, the organization enables portfolio companies to generate immediate engagement through direct CEO communication rather than abstract corporate messaging. This ecosystem now functions as a comprehensive launch service and talent development pipeline, positioning the firm as the definitive standard for "New Media" roles while advising leaders to embrace controversy as a necessary signal of power in a landscape where old media acts only as a lagging indicator.

  3. Goldman Sachs15 min

    Emerging Markets: Stirred, But Not Yet Shaken

    Kamakshya Trivedi, Alison Nathan

    Goldman Sachs analysts observe that risky assets recently reversed gains following an Iran conflict-driven oil spike, shifting market expectations from rate cuts to an inflation shock that has strengthened the US dollar through favorable terms of trade. While traditional hedges have underperformed, the firm maintains a positive outlook for emerging market equities, projecting 10–12% upside driven by robust earnings and structural trends like the AI semiconductor supply chain rather than multiple expansion. This bullish stance assumes the energy crisis remains short-duration; however, a prolonged conflict threatening physical supply shortages could force a re-evaluation of growth estimates and trigger significant market damage.

  4. All-In Podcast45 min

    John Fetterman: 'I'm the Only Democrat in Congress Saying This'

    John Fetterman, David Friedberg

    Senator John Fetterman positions himself as a fiscally conservative Democrat who rejects the party's progressive label and current leadership while maintaining full support for recent military strikes against Iran and strict voter ID measures. He argues for prioritizing national security over partisan loyalty, citing concerns over non-citizen voting and the need to counter China's technological rise, though he simultaneously criticizes his party's base for adopting policies that alienate working-class voters. Despite acknowledging internal party dysfunction, Fetterman remains open to a future presidential run as he seeks to bridge ideological divides on issues ranging from immigration enforcement to AI development.

  5. Milken Institute22 min

    Global Economic Outlook: A Conversation with Dan Katz | Future of Finance 2026

    Dan Katz, Greg Ip

    The IMF warns that escalating Gulf conflict introduces significant inflation and growth risks by disrupting energy markets and straining fragile economies, necessitating cautious monetary responses based on the duration of the instability. Simultaneously, the Fund highlights excessive global external imbalances, specifically criticizing the United States' large current account deficit and China's reliance on weak domestic consumption, while urging structural shifts to reduce trade tensions. In parallel, the IMF addresses the emerging stablecoin ecosystem, noting its potential for financial inclusion alongside risks of banking disintermediation, and reaffirms the US dollar's enduring central role in the international monetary system despite recent market deleveraging.

  6. Y Combinator1 min

    This Is The Holy Grail Of AI

    Ian Fischer

    Poetic is advancing a recursively self-improving AI system that autonomously enhances its own intelligence at a fraction of the cost and time required by major competitors like Anthropic, OpenAI, and Google. Unlike industry standards that demand hundreds of millions of dollars and months of effort to train new Large Language Models from scratch, Poetic's proprietary method accelerates these cycles significantly. This speed and efficiency advantage allows Poetic to potentially outpace rivals who remain constrained by the prohibitive expenses and long timelines of traditional retraining approaches.

  7. Jane Street1h 48m

    Why Testing Is Hard and How to Fix It with Will Wilson

    Will Wilson, Ron Minsky

    Antithesis CEO Will Wilson founded the company to solve the non-determinism and state-space explosion challenges that plague traditional testing in complex distributed systems. The platform utilizes hypervisor-level emulation to create deterministic simulations of unmodified software, enabling exhaustive state-space exploration without the need for extensive manual test definitions. This approach has attracted major institutional users like Jane Street, which serves as both a customer and a Series A investor to validate the tool's efficacy in finding critical concurrency bugs and accelerating AI-driven development cycles.

  8. a16z47 min

    Why Scale Will Not Solve AGI | Vishal Misra - The a16z Show

    Vishal Misra, Martin Casado

    Researchers have mathematically validated that Large Language Models function as "Bayesian wind tunnels," where in-context learning precisely updates token probability distributions in real-time rather than relying solely on statistical correlation. Despite demonstrating this capability through the open-sourced "TokenProbe" tool and reproducing results across transformer architectures, current models remain fundamentally limited by their frozen weights and inability to perform causal reasoning or discard established axioms. Bridging the gap toward Artificial General Intelligence therefore requires a new architectural approach to implement true continual learning and move from association to simulation, as identified in recent work comparing LLM behavior to Judea Pearl's causal hierarchy.

  9. Sourcery with Molly O'Shea1h 12m

    Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares Growth Playbook

    Alex Bouaziz, Molly O'Shea, Shuo Wang, Micky Malka

    Deel, co-founded by Alex and Shuo, has grown its annual recurring revenue from $800 million to over $1.4 billion, securing a $17 billion valuation through a funding round led by Rivet Capital. This fully remote organization now serves over 40,000 global clients by providing integrated HR infrastructure across 120 countries while maintaining profitability and raising minimal external capital prior to its Series A. With a strategic focus on IPO readiness, a $100 billion valuation target, and the productization of internal AI tools, the company continues to expand its ecosystem through specialized acquisitions and brand partnerships.

  10. Sequoia Capital44 min

    Greetings, Earthlings: Philip Johnston of Starcloud on Data Centers in Space

    Philip Johnston, Sonya Huang, Pat Grady

    StarCloud founder Philip Johnson is deploying a Low Earth Orbit constellation designed to host data centers that will eventually outpace terrestrial alternatives in cost and scale, aiming for 50% of new AI compute capacity to be space-based within a decade. Leveraging SpaceX Starship launches, the company plans to deliver 10-megawatt satellite clusters by 2028 that prioritize thermal management over radiation shielding to support high-density inference workloads for hyperscalers and government clients. This infrastructure model targets critical market gaps in edge computing and downlink bandwidth while positioning space-based hardware as a neutral, scalable alternative to traditional cloud providers.

  11. All-In Podcast1h 16m

    Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas

    Travis Kalanick, Michael Dell, Friedberg, Brad Gerstner

    At the All-In Summit, Travis Kalanick officially ended the seven-year stealth phase of his new physical AI venture, Adams, by unveiling a platform that treats atoms like bits to revolutionize food production and mining automation. Concurrently, Michael Dell detailed the explosive growth of his AI infrastructure business and championed the bipartisan Invest America Act, a capital account initiative designed to seed $1,000 for every U.S. child to foster broad-based ownership. Both leaders emphasized a strategic pivot toward Texas as a pro-growth hub for industrial scaling while advocating for aggressive AI integration and open-source collaboration to drive future economic abundance.

  12. 20VC with Harry Stebbings1h 18m

    Gokul Rajaram on the 8 Moats Companies Need & Why Dropouts are "AI Maxing" the World

    Gokul Rajaram, Harry Stebbings

    Gokul Rajaram introduces an "Eight Modes" framework to evaluate software defensibility, arguing that companies must transcend single-product models to survive the AI-driven commoditization of basic coding and data portability. He forecasts a market correction driven by the obsolescence of traditional brand moats, urging investors to prioritize net revenue retention and physical or scale-based advantages over mere top-line growth. Rajaram concludes that future winners will emerge from founders with deep industry experience who target non-consumption markets and full-stack operational control rather than relying on incremental software improvements.

  13. Y Combinator40 min

    AI Is Unlocking Millions Of New Builders

    Mukund, Madhav Jha

    Led by twins Mukund and Madhav Jar, Emergent is a YC Summer 2024-funded platform that empowers non-technical users to generate production-ready software through AI agents, having already built seven million apps across 190 countries. The company differentiates itself by utilizing a custom Kubernetes infrastructure and multi-agent architecture to solve the "it works on my machine" problem, while its core team achieved top-tier status on the SWE-bench benchmark within two months. By pivoting from automated testing to full-stack application development, Emergent has democratized software creation, allowing solopreneurs to launch functional products for thousands of dollars instead of the traditional half-million-dollar cost.

  14. Goldman Sachs28 min

    Europe’s Opportunity, AI, and Market Volatility with Goldman Sachs International's Co-CEOs

    Anthony Gutman, Kunal Shah, Allison Nathan

    Goldman Sachs navigates Middle East geopolitical instability while reinforcing its regional foothold through a new Riyadh wealth license and a $25 billion partnership with the Qatar Investment Authority. Strategically, the firm capitalizes on resilient Asian markets and European growth pockets in Spain and Poland, targeting infrastructure financing and private wealth expansion despite short-term currency volatility. Driven by robust corporate balance sheets and AI-fueled efficiency, leaders maintain a positive long-term economic outlook and anticipate continued M&A activity and capital market issuance as markets differentiate between structural trends and event-driven shocks.

  15. The Diary Of A CEO2h 3m

    Daniel Priestley: AI Will Make Plumbers Earn More Than Lawyers! (2029 PREDICTION)

    Daniel Priestley

    The analysis projects a near-future economic shift where AI disrupts white-collar professions while elevating the value of blue-collar trades, simultaneously triggering a predicted $650 billion data center infrastructure bubble slated for a 2029 financial collapse. Amidst these macroeconomic risks, the event outlines a strategic pivot toward small, defensible lifestyle businesses that leverage human connection and physical interaction to create moats against "AI slop" and algorithmic content saturation. Furthermore, it advocates for an entrepreneurial mindset centered on deep reflection, generalist skills, and the validation of real-world experiences to navigate a landscape where government intervention and potential UBI implementations may coexist with talent flight and systemic market distortions.