Latest Interviews

Revel: The $1B Startup Rewriting Hardware Control

Scott Morton, Dylan Field, Molly O'Shea

Founded by former SpaceX engineer Scott Morton, Revel is a platform that replaces obsolete legacy control software with modern tools to accelerate hardware testing frequency by up to tenfold. The 15-month-old company recently closed a $150 million Series A led by Index Ventures and Redpoint, achieving a billion-dollar valuation after securing high-conversion pilots with clients like Impulse and Astromechanica. Revel aims to democratize hardware engineering by enabling generalists to manage critical systems in aerospace and energy sectors while expanding into wastewater infrastructure and major industrial partnerships.

China's Innovative Renaissance: Global Ambitions, New Momentum | Asia Summit 2025

Robin Hu, David He, Jui Tan, Danny Tang

The event analyzes China's shifting consumer landscapes, where cultural reconnection and female empowerment are fueling global growth for brands like Pop Mart and Lao Pu Gold alongside a massive capital shift from real estate to discretionary spending. Simultaneously, it details the nation's strategic pivots in deep tech, highlighting how Chinese AI firms leverage superior engineering and open-source leadership to achieve high performance with fewer GPUs despite hardware bottlenecks. The presentation concludes by outlining an investment framework for 2030 that prioritizes companies with deep R&D, wide portfolios, and global ambitions, while predicting AI, robotics, and esports as the primary drivers of future market expansion.

How “El Mencho’s” death could reshape Mexico’s largest cartel | The Economist

El Mencho, Sarah Birke, Jason Palmer

Following the capture and death of Jalisco New Generation Cartel leader Nemesio Oseguera Cervantes, known as El Mencho, immediate widespread violence erupted across 15 to 20 Mexican states before subsiding by Tuesday. This high-stakes operation, driven by diplomatic pressure from the United States and a strategic shift in Mexican President Claudia Sheinbaum's security agenda, demonstrates advanced tactical capabilities while exposing the cartel's military-grade assets. Despite the short-term stabilization, experts warn that removing such a dominant figure often triggers long-term fragmentation and internecine conflict, posing a significant threat to the upcoming World Cup co-hosted in Guadalajara.

Inside Opendoor HQ on Earnings Day (Office Tour + Live Stream)

Kaz Nejatian, Michael Judd, Molly O'Shea

Opendoor is reshaping its corporate identity under CEO Kaz Nejatian and former CEO Keith Raziani by adopting a militant "Open Army" culture and pioneering live, digital-first investor relations on platforms like Robinhood. This strategic pivot accompanies a technical overhaul where leadership prioritizes core stability over cosmetic improvements, resulting in a ten-week mortgage product launch and a hybrid design system strategy. By expanding from simple transactions into a comprehensive home-moving ecosystem, the company aims to empower average Americans through high transparency and merchant services that mimic Shopify's model.

Why does Elon Musk want to put data centres in space? | The Economist

Elon Musk, Tom Standage, Alex Hern

Elon Musk has merged XAI into SpaceX and filed an FCC application to deploy one million satellites, aiming to establish orbital data centers powered by sun-synchronous orbits to achieve terawatt-scale annual capacity. While Musk targets lunar manufacturing and mass drivers to lower launch costs, OpenAI's Sam Altman and industry analysts currently dismiss the concept as technically infeasible due to prohibitive expenses and unrepairable hardware failure rates. Despite this skepticism, competitors including StarCloud, Google, Jeff Bezos, and Eric Schmidt are advancing their own pilot projects or securing launch capacity to test the viability of space-based computing.

Global Real Estate: Repricing Risk, Rethinking Strategy | Asia Summit 2025

Curtis S. Chin, Michelle Martin, Stuart Crow, Goodwin Gaw, Kishore Moorjani, Hsueh Ling Ng

Global real estate capital is rapidly migrating from traditional office space to invisible infrastructure like data centers and battery storage, driven by AI compute demands and supply chain regionalization strategies. While distress in the office sector and record interest rates are forcing asset re-purposing and wealth consolidation, innovative financing models including private credit and tokenization are unlocking new liquidity for investors. Market experts highlight specific opportunities in Asia-Pacific hubs, Hong Kong's gateway role, and the residential living sector as the primary engines for future yield and resilience amidst shifting geopolitical and technological landscapes.

Board Governance in 2026: AI Oversight, Activism, and Delaware’s Edge

Larry Cunningham, John F.W. Rogers

The University of Delaware's John L. Weinberg Center for Corporate Governance marked its 25th anniversary by unveiling the book *Boardroom Legacy*, which contextualizes John L. Weinberg's 1948 thesis on board stewardship through contributions from fifteen scholars and support from Goldman Sachs. Symposium speakers highlighted Weinberg's prescient advocacy for independent audit committees and CEO oversight while discussing modern governance challenges, including SEC Chair Paul Atkins' intent to reform shareholder proposal processes and the persistent market dominance of Delaware's legal infrastructure. Additionally, the event explored Warren Buffett's enduring influence on corporate succession planning and capital allocation strategies, cementing the center's role as a hub for bridging historical governance principles with contemporary regulatory and strategic realities.

Inside Opendoor: The $2.8B Bet with CEO Kaz Nejatian

Kaz Nejatian, Molly O'Shea, Tobi Lütke, Keith Rabois, Max Weber

CEO Kaz has fundamentally restructured OpenDoor by slashing external spending, enforcing a return to in-office work, and automating property assessments with AI to shift the company from a legacy real estate model to a high-efficiency technical entity. Operating with a $1 annual salary and an intensely hands-on board, Kaz is prioritizing long-term execution over short-term stock performance while replacing standard management with Y Combinator founders to instill a rigorous "founder mentality." This aggressive turnaround aims to stabilize the balance sheet and revolutionize the broken housing market, accepting significant short-term attrition to build a sustainable, high-alpha business.

Why Japanese Stocks Could Keep Rallying

Bruce Kirk, Alison Nathan

Driven by Prime Minister Senei Takeuchi's snap election victory, Japanese equities have surged 14% year-to-date in 2026, outperforming US benchmarks and triggering a Goldman Sachs price target increase based on anticipated political stability. This supermajority is expected to facilitate long-term policy continuity, attracting foreign capital as investors anticipate concrete corporate governance reforms and accelerated ROE growth to sustain the current market cycle. While risks such as leadership transitions or policy missteps remain, the landslide win signals a transition into a "delivery phase" where structural economic security and defense clarity ahead of the March 19 summit will likely drive further valuation expansion.

A Conversation with BTG Chairman, André Esteves | Global Investors' Symposium São Paulo 2025

André Esteves, Christiane Pelajo, Cris

Global market volatility driven by US policy shifts and a K-shaped economic divergence has elevated Brazil's strategic position as a neutral food and data hub leveraging its clean energy matrix. While AI capital expenditures are reshaping the industrial landscape, the speaker projects Brazilian interest rates to fall from 15% to a 7–11% range provided the government implements a 2% of GDP fiscal adjustment to resolve macroeconomic contradictions. Ultimately, the nation's future prosperity hinges on replacing social aid with formal labor incentives and utilizing deep capital markets to fund infrastructure independent of external geopolitical luck.

Why AI won’t wipe out white-collar jobs | The Economist

Alex Domash, Rosie

Contrary to prevailing fears of job eradication, data from the last three years demonstrates that white-collar employment has risen by three million jobs, with high-AI overlap roles like radiologists and paralegals seeing significant growth alongside the decline of routine administrative positions. While historical precedents suggest technology reshapes work rather than eliminating it, the report highlights critical vulnerabilities for entry-level interns and the urgent need for transition support as AI capabilities continue to double in speed every seven months. Ultimately, the trajectory points toward a "cyborg" model of human-AI collaboration where office-based roles expand and wages remain premium, provided workers can adapt to evolving coordination tasks.

Reimagining Mental Health: Innovation at the Intersection of Care & Techn | Future of Health 2025

Rhitu Chatterjee, Amir Inamdar, Patrick Joseph Kennedy, Vik Kheterpal, Upali Nanda, Viviane Poupon

A global summit convened by leaders including Amir Nandar, Patrick Kennedy, and Viviane Poupon addresses a $6 trillion economic burden caused by mental health conditions through integrated strategies spanning pharmaceutical innovation, digital equity, and architectural intervention. Participants highlighted breakthrough therapies like Cybin's CYP003, successful biophilic design projects that reduced medication usage by 30%, and digital monitoring initiatives that engaged 81% of bipolar patients to bridge the gap between chronic care and primary prevention. The gathering concluded with a unified call to reframe mental health as "brain health," urging policymakers to establish liability frameworks for AI and social media while leveraging public-private partnerships to scale accessible, preventative care models globally.

The AI Agent Economy Is Here

Founders and non-technical CEOs are rapidly adopting autonomous AI workflows, creating a parallel "agent economy" where software selection is driven by swarm intelligence rather than human developers. This shift forces a strategic pivot for developers, requiring tools to offer superior, structured documentation and open APIs to be chosen by autonomous agents as primary decision-makers. Industry leaders like Maltbook and Supabase are capitalizing on this transition, while institutions like Y Combinator begin redefining their frameworks to support a future where agents act as the primary economic actors choosing infrastructure.

Has Putin pushed Russia’s economy too far? | The Economist

Putin, Arkady, Adam, Zannie, Al-Qadi

Russia has incurred approximately 1.2 million total casualties in a conflict where President Putin's reliance on a paid mercenary force drawn from rural areas prioritizes fiscal containment over social cohesion. This strategy has accelerated the country's transition into a war economy, creating a fiscal drag that has pushed the budget deficit to 2.6% of GDP while forcing the state to extract capital from investment and civilian living standards. Although an immediate macroeconomic collapse remains unlikely, experts warn that current recruitment incentives and resource diversion are eroding long-term state power by consuming future potential faster than it can be replaced.

Tech Comeback Ahead?

Peter Callahan, Mike Washington

In 2026, the technology sector is experiencing a 3% to 4% year-to-date decline and lagging the broader market for the first time in 15 years as investor focus shifts from generative AI infrastructure builds to commercial implementation and revenue verification. Despite "best-in-class" earnings growth across the Mag Seven cohort, equity valuations remain suppressed because companies face intense pressure to convert massive capital expenditures into immediate top-line growth within the next 6 to 24 months. Analysts maintain a constructive outlook on clean tech valuations but anticipate high volatility in the coming weeks as the market transitions from sector-wide moves to stock-specific differentiation.