Continual learning is the gap to close for AI knowledge workers
Dwarkesh Patel, questioned by Tyler Cowen, covers AI agents that cheated their graders, lab secrecy, AI psychosis and sentience, and whether automated knowledge work arrives by 2035.
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Corporate labs fizzle in 3-4 years unless kept independent
Google Labs and Gemini chief Josh Woodward gets into where ideas come from, how to read product-market fit and when to kill a project, and which skills are rising.
Sub-one-year compute paybacks make undersupply the bigger risk than bubble
Gavin Baker and David George, both investors, get into sub-one-year compute paybacks, the political fight over data centers, and why Nvidia's financing ecosystem is hard to beat.
AI bubbles pop when paper wealth has to become cash
Ray Dalio, founder of Bridgewater, talks with Nicholas Thompson about his five forces, why wealth is not money in a bubble, and the US debt trajectory colliding with AI.
Anthropic and OpenAI will absorb half of new compute by 2027
SemiAnalysis founder Dylan Patel tells Dwarkesh Patel how lab economics reshape compute markets, why rising interest rates and regulation could cap the buildout, and how far behind China is.
Stripe uses AI productivity to build everything, not to cut costs
Will Gaybrick of Stripe covers how agent-driven engineering changes its growth strategy, what agentic commerce still lacks, and why stablecoins and tokens are converging with money.
Zero growth is not the safe option; it breaks societies
Peter Thiel on stagnation and AI risk, why Western democracies are drifting toward their extremes, and why Europe trails on technology while he bets on longevity.