100,000 Robinhood customers already let AI agents trade for them
Robinhood CEO Vlad Tenev on launching Robinhood Agents, why retail ownership of AI companies could ease the backlash, and why tokenizing every asset is inevitable.
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Consumer AI is a power-user game: 4.5% pay, 10% fund most
Olivia Moore and Josh Elman of a16z, with host Elena Burger, cover the seventh top-100 consumer AI report: concentrated spending, personal agents, and the case for ads beyond subscriptions.
Silicon Valley only talks to people it pays, Chesky warns
Airbnb CEO Brian Chesky, speaking to Semafor's CEO Signal, covers Airbnb's pivot to community and hotels, the housing-supply argument, and his warning that AI is outrunning society.
Every measure of how long AI can work is now saturated
Wharton professor Ethan Mollick tells Derek Thompson why AI's economic impact lags its capability, how four paradoxes erode expertise and effort, and why agents break friction-based systems.
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.
Meta wrote a $100 billion check before seeing Muse Wonder
Mark Zuckerberg and Alex Wang tell a Stripe-hosted podcast how Meta built Muse Wonder, why the model is the product, and how they justified a $100 billion-plus compute bet.
Ambition, not model capability, is now the bottleneck for AI users
OpenAI co-founder Greg Brockman on proactive agents, why domain expertise stays defensible as models improve, and why an entrepreneurship boom is coming within 1 to 2 years.