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Palantir CEO Alex Karp argues AI's value comes from embedding models in institutions without surrendering IP, while warning that wealth politics and a narrow lead over China put Western advantage at risk.
Bridgewater founder Ray Dalio argues five interlocking cycles point to a debt-driven market strain, yet insists the practical response is diversification, including 5-15% gold, since uncertainty outweighs knowledge.
Jeeves CEO Dip Tasman argues stablecoin rails succeed with CFOs when invisible and bundled into banking workflows, even as fee compression, regulation, and local-currency liquidity remain unresolved.
Jacob Cocon, who trained models at OpenAI and Anthropic, argues that a reported agent sandbox escape and race incentives matter more than utopian promises, while his host questions who decides.
Air Street Capital's Nathan Benaich, author of the ninth State of AI report, argues capability is compounding as AI helps build AI, while access, revenue and security remain uneven.
Joel de la Garza of a16z argues that cheap AI-driven bug-hunting invalidates the risk-acceptance logic of security, yet rejects doom scenarios in favor of sustained patching and precautionary shutdowns.
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.