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Shopify CEO: agent monetization will follow value, not take rates

Shopify founder Toby Lütke sees agents expanding entrepreneurship and monetizing through value, yet concedes it is too early to know whether agentic commerce favors merchant platforms over ad-funded aggregators.

Published 29 Oct 2026Free

Code fell fast because it was verifiable; Warp wants chemistry next

Warp CTO Manohar, until weeks ago a Meta VP, argues frontier AI needs verifiable physical feedback loops to keep improving, while conceding closed labs will likely keep leading on capability.

Published 25 Oct 2026Free

Zuckerberg: widely distributed AI is safer than restricted frontier models

Mark Zuckerberg, Meta CEO, on his 15-page manifesto, the Muse personal agent with its confidential VM, and why Meta's rebuilt lab is chasing the frontier with Watermelon.

Published 23 Oct 2026Free

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.

Published 22 Oct 2026Free

Meta built Muse in 7 months with under 200 people

Alexandr Wang, who runs Meta Superintelligence Labs, covers the Muse personal agent, why Meta bet on consumer over coding, and how he rebuilt the lab as a flat, talent-dense team.

Published 22 Oct 2026Free