Rauch says coding agents validated Vercel's decade-long headless bet
Vercel CEO Guillermo Rauch argues that agents reward API-first infrastructure and verification loops, while insisting humans must keep understanding and judgment as autonomy grows.
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Eisman sees AI capex chain hinging on OpenAI and Anthropic
Steve Eisman, who bet against subprime, argues the AI capex behind half of US growth depends on two money-losing companies, while private credit risks look painful but not systemic.
AI is solving open math problems faster than humans understand
Theorist Scott Aaronson argues AI is clearing career-defining problems, leaving humans to interpret results, choose questions and supervise unaligned systems, though he doubts any such role is permanent.
Behavior can't settle whether AI is conscious; interpretability might
Cameron Berg argues that scaled neural networks may already have functional emotions, and that AI safety and AI welfare share one unresolved root: nobody knows what these systems are.
Marvell–Lumentum is a vertical integration bet, not a laser grab
Signal AI analysts Andrew Smith and Scott Wilkinson argue that Marvell's reported Lumentum bid is about owning the whole optical stack, even though it would mean competing with Marvell's own DSP customers.
Diversified seed investing beats concentration, argues Box Group's David Tisch
David Tisch of Box Group defends his 150-company, low-ownership seed model against a host who once doubted it, arguing larger outcomes and thinner dilution have rewritten venture math.
Handful of giants mask bear market in most US stocks
Economist Felix Nicholas Pin argues that midterm clarity, digested AI spending and rising liquidity create a rare buying window, but his case leans on historical patterns and unquantified assertions.