Apple's stores were built to erase fear, not sell
Ron Johnson, who built Apple's retail stores, explains how designing around fear of technology drove their success and why the same conviction faltered at J.C. Penney without employee buy-in.
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Instinct's founder bets agents will monetize transactions, not attention
The founder of Instinct, a personal agent growing 10% daily, argues frictionless agents expand commerce, but must reconcile merchant-paid take rates with user alignment and compute bought months ahead.
Google will forgo cloud revenue to stay at AI's frontier
Alphabet CEO Sundar Pichai argues frontier models are non-negotiable even as capacity shortages, imperfect alignment, and overbuilding risk test how Google allocates scarce compute.
Google's real search threat is agentic AI, not chatbots
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.
Within 5 years, your agent will decide what data to share
Jean Denise, founder of Town and former Plaid CTO, covers agent-to-agent network effects, the margin trap of competing with frontier labs, and why speed no longer protects startups.
Young people exist to be heretics, and college beats it out
Replit founder Amjad Masad talks with the Academy's founders about redesigning college, why early startup funding can be predatory, and how AI is changing both learning and the shape of companies.
Every payments challenger has lost to the card; agents may not
Affirm's Max Levchin and Alex Rampell trace 25 years in fintech, covering why payments innovation stalls, how Affirm found product market fit in mattresses, and why agentic payments beat agentic shopping.