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.
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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.
Coding agents now drive 60% of Vercel deployments, up from 3%
Vercel CEO Guillermo Rauch on Sorcery covers agent-first web design, why 80% of tokens on Vercel's gateway go to open models, and how to contain rogue agents.
Musk expects AI to outthink all humanity within 5 years
Elon Musk talks to The Economist about AI abundance, a lab-to-lab model testing scheme, and a heated dispute over Europe, DOGE and his political influence.
Microsoft's AI chief: telling Claude it may be conscious is dangerous
Mustafa Suleyman, Microsoft AI chief, talks with Rory Stewart about Anthropic's AI-welfare constitution, the Hugging Face agent incident, and how to pace frontier labs and keep countries sovereign.
Frontier labs are only a quarter of Nvidia's compute demand
Jensen Huang tells two investors why the AI buildout doesn't hinge on OpenAI and Anthropic, how zero trust contains agents, and why land, power and shell cap supply.
Thiel says AI doomers risk delivering a totalitarian one-world government
Peter Thiel talks with Walter Isaacson about the AI backlash, why he rejects a pause, and why he fears a one-world government as much as extinction.