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June, founder of Simile, argues that simulating individuals can replace costly research, but the claim rests on separating what people say from what optionality leads them to do.
Journalist Kevin Roose, author of The AGI Chronicles, and Decoder host Eli Patel debate whether scaled language models can reach AGI, and whether the idealists building them can survive the pressure.
An investor-focused analysis of Google weighs whether its search profits can survive the AI transition while a roughly $200 billion capex buildout bets that cloud demand never overshoots supply.
Creator Marina Mogilko argues that AI's practical gains come from narrow task automation, not job replacement, and that without organized data and human judgment it merely accelerates bad decisions.
Council on Foreign Relations economist Ben Steil tells Steve Eisman that the dollar's lack of alternatives masks a weakening buyer base, while the Fed and Treasury struggle to respond.
Browserbase growth engineer Kyle Jong argues computer-use agents improved by writing code against accessibility trees, while the harder unsolved problem is proving to websites that an agent deserves access.
Sophon CEO Thomas Ebrahimi argues that mapping each tumor's biology from existing pathology slides can deliver useful cancer care sooner than AI-designed drugs, though clinical validation remains pending.