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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.
Joel Morrow of Mallard Bay, a software platform for outdoor outfitters, argues AI can expand a niche market's value, while investors split on whether niche markets deserve capital.
Hamlet founder Sunil Rajaraman argues AI-indexed local meetings reveal nuanced community sentiment, even as selling that data to developers forces a constant balance with his civic mission.
Wabi CEO Eugenia argues that personal agents trapped in single text threads lack moats, and that proactive, app-building agents embedded in group messengers will create network effects.
Yuval Noah Harari, interviewed by The Economist, argues that AI's mastery of trust, intimacy and finance is shifting power away from humans, yet insists the outcome remains a political choice.
MG Siegler of Spyglass walks through the personal AI assistant war: who has the edge, why trust and integrations decide it, and why Google is missing.
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.