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Silvia CEO Anthony Pompliano argues businesses will migrate from rented frontier models to owned, specialized intelligence, but his evidence comes from one personal finance product and one cost comparison.
AJ Scaramucci of Solari Capital pairs a bet that AI and biology will create abundance with a conviction that scarce assets will capture outsized value.
Science founder Max Hodak, a Neuralink co-founder, argues that neural engineering can outperform drug discovery, while conceding that implants remain surgically demanding and will be many products, not one.
Bill Gates argues the nearest AI danger is human misuse, not rogue systems, and that self-regulation, liability and job-market optimism all fall short of the moment.
Intel CEO Lip-Bu Tan, a quiet nuclear engineer turned investor, explains how a collaborative temperament coexists with high-stakes risk, from venture investing to a contested Intel turnaround.
Palantir CEO Alex Karp argues AI's value comes from embedding models in institutions without surrendering IP, while warning that wealth politics and a narrow lead over China put Western advantage at risk.
Bridgewater founder Ray Dalio argues five interlocking cycles point to a debt-driven market strain, yet insists the practical response is diversification, including 5-15% gold, since uncertainty outweighs knowledge.