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Mega-funds need $1 billion positions, so profitable startups go unfunded

Harry Stebbings, Jason Lemkin and Rory O'Driscoll dissect venture's capital concentration, CoreWeave's debt-fuelled fragility, and Anthropic's slowing growth ahead of a possible $1.5 trillion IPO.

Published 23 Oct 2026Free

Nadella saw search advertising early, then gave up on it

Satya Nadella and Ali Partovi trade confessions: how empathy was learned, why he stayed silent in a 2008 review, and why he regrets giving up on search advertising.

Published 23 Oct 2026Free

GLP-1 drugs out-earn OpenAI and Anthropic combined, pulling labs into biotech

Alex Colville of Age1 covers the four-part framework for aging interventions, why AI labs are moving into biotech, and why China, not AI, has reshaped drug development.

Published 23 Oct 2026Free

AI bubbles pop when paper wealth has to become cash

Ray Dalio, founder of Bridgewater, talks with Nicholas Thompson about his five forces, why wealth is not money in a bubble, and the US debt trajectory colliding with AI.

Published 22 Oct 2026Free

Zero growth is not the safe option; it breaks societies

Peter Thiel on stagnation and AI risk, why Western democracies are drifting toward their extremes, and why Europe trails on technology while he bets on longevity.

Published 22 Oct 2026Free

Specialized robots, not humanoids, will automate one industry at a time

Uber co-founder Travis Kalanick talks to the host of the Founders podcast about winning and losing at Uber, how to run fundraising as an auction, and why Adams builds specialized robots.

Published 22 Oct 2026Free

Altman admits he still works the old way despite Codex

OpenAI CEO Sam Altman talks with a history-obsessed podcast host about adoption inertia, why he killed Sora and Atlas, and how iterative deployment, not isolation, makes AI safe.

Published 22 Oct 2026Free