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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 15 of 15

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 15 of 15

How to Raise a Few Billion Dollars | 14 Jul 2026 | Invest Like The Best

> "Money moves at the speed of trust." - John [[00:01:44](https://www.youtube.com/watch?v=zHvY9wzhjpA&t=1m44s)] > "Belief is like I believe you... trust is very different... I don't have faith in it, I don't trust it." - John [[00:02:38](https://www.youtube.com/watch?v=zHvY9wzhjpA&t=2m38s)] > "The more fearful somebody is and the more trust you can develop, the less desire they need." - John…

Jul 15, 2026·Alternatives
How to Raise a Few Billion Dollars | 14 Jul 2026 | Invest Like The Best

He Risked Everything To Warn You: No One Is Ready For What's Coming, And The AI Companies Know It! | 13 Jul 2026

> "The scary open secret in the AI industry right now is that it's possible that we'll end up essentially creating a new species that ends up ruling the world with a 70% chance that this goes horribly wrong like human extinction." - **Dan Kokotajlo** [[00:00:00](https://youtu.be/_g4l7YkDQwA?t=0h0m0s)] > "I basically told my wife like let's not have any more kids. It's too uncertain. I don't think they'll ever join…

Jul 14, 2026
·AI
He Risked Everything To Warn You: No One Is Ready For What's Coming, And The AI Companies Know It! | 13 Jul 2026

WisdomTree: Dylan Patel on the infrastructure powering the AI revolution | 9 Jul 2026 | The Next Big Thing

> "For four years I traveled all around the world and I went to every conference in the world I was going to 40 conferences a year... You go to a conference three times you actually know the language now you know people there... and I would call it before anyone else on the street before any hedge fund before anyone." - **Dylan Patel** [[00:04:56](https://www.youtube.com/watch?v=lHnxU9f-rwc&t=4m56s)] > "Jensen I…

Jul 11, 2026·AI
WisdomTree: Dylan Patel on the infrastructure powering the AI revolution | 9 Jul 2026 | The Next Big Thing

Gavin Baker - Managing Partner of Atreides Management | 8 Jul 2026 | Generating Alpha Podcast

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** Investing is an ultimate game of skill and chance that requires finding an investment philosophy and quantitative risk process that perfectly aligns with your unique emotional makeup, allowing you to remain rational and make high-quality decisions during severe drawdowns. In navigating tectonic technological shifts like generative artificial intelligence,…

Jul 9, 2026·Markets & Investments
Gavin Baker - Managing Partner of Atreides Management | 8 Jul 2026 | Generating Alpha Podcast

Goldman Sachs: How Will AI Impact the Labor Market? | 2 Jul 2026 | Exchanges

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** Artificial intelligence will significantly reshape the labor market through task automation, driving a projected 15% increase in aggregate productivity over the next decade. Rather than causing a widespread job apocalypse, this technological shift will trigger a manageable 10-year structural labor reallocation where the pace of new job creation can fully…

Jul 3, 2026·AI
Goldman Sachs: How Will AI Impact the Labor Market? | 2 Jul 2026 | Exchanges

Goldman Sachs: An AI Job Apocalypse? | Jul 2, 2026 | Top of Mind

**Executive Summary** - The report addresses growing fears that rapid advancements in artificial intelligence will trigger large-scale, structural job losses before 2030. The overarching consensus among top economists and Goldman Sachs analysts is that a sudden "job apocalypse" is unlikely. Instead, the labor market is experiencing a "rising tide" of structural churn—where AI-driven job destruction is largely…

Jul 3, 2026·AI
Goldman Sachs: An AI Job Apocalypse? | Jul 2, 2026 | Top of Mind

Palantir CEO Alex Karp says 'something has gone completely wrong' with how AI is sold | 1 Jul 2026 | CNBC TV

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** The current generative AI sales ecosystem is fundamentally broken because frontier labs charge for tokens while failing to deliver enterprise value and risking the theft of corporate intellectual property (IP). By shifting away from opaque, closed ecosystems toward partnerships focused on compute control and open-source stacks, enterprises can leverage…

Jul 3, 2026·AI
Palantir CEO Alex Karp says 'something has gone completely wrong' with how AI is sold | 1 Jul 2026 | CNBC TV

Ford CEO Jim Farley on China, tariffs, and the quest for a $30,000 EV | 25 Jun 2026 | Decoder

> "The Chinese are you know the 700 lb gorilla in our industry for EVs There's no real competition from Tesla GM or Ford with what we've seen from China" - **Jim Farley** [[00:09:52](http://www.youtube.com/watch?v=PGiCc48olnk&t=0h9m52s)] > "Everyone's going to have affordable EVs The question is if you sell an affordable EV in the US for $30,000 but it cost you 50 to make it you could say you have an affordable…

Jun 29, 2026·China
Ford CEO Jim Farley on China, tariffs, and the quest for a $30,000 EV | 25 Jun 2026 | Decoder

The Revolt Against Technology | 24 Jun 2026 | Jared Henderson

> "The Egyptians will be hearers of many things and will have learned nothing, and that they will have the show of wisdom but not the reality." - **Thamus / Socrates** [[00:02:12](https://youtu.be/vhYS1diXZMM?si=YCtR1yW5y4LzEHlF&t=0h2m12s)] > "Technology has an ecological impact. It's not only that technology adds something to our lives, it's that it transforms the environment around us." - **Neil Postman / Jared…

Jun 27, 2026·Knowledge Bytes
The Revolt Against Technology | 24 Jun 2026 | Jared Henderson

Building a Data Warehouse From Scratch with Jacob Baskin | 24 Jun 2026 | Signals & Threads Podcast

**Introduction & Jacob’s Background** - Jacob Baskin's father taught him BASIC when he was seven years old [[00:00:26](http://www.youtube.com/watch?v=EnsZazeC1h4&t=0h0m26s)]. - At Brown University, Baskin originally intended to major in psychology before shifting to computer science [[00:00:31](http://www.youtube.com/watch?v=EnsZazeC1h4&t=0h0m31s)]. - His university thesis explored mechanism design and the…

Jun 25, 2026·AI
Building a Data Warehouse From Scratch with Jacob Baskin | 24 Jun 2026 | Signals & Threads Podcast

Anyone Can Build Software. What Happens Next? Ft. Sridhar Ramaswamy (Snowflake CEO) | 18 Jun 2026 | The McKinsey Podcast

- The episode features Eric Kutcher (McKinsey & Company North American Managing Partner) interviewing Sridhar Ramaswami (CEO of Snowflake) [[00:00:03](http://www.youtube.com/watch?v=Epi-GQUoNrg&t=0m3s)]. - Ramaswami spent 16 years at Google. He joined as an engineer when Google was inventing what is now cloud computing, and eventually transitioned from an Individual Contributor (IC) to leading a team of over 10,000…

Jun 18, 2026·AI
Anyone Can Build Software. What Happens Next? Ft. Sridhar Ramaswamy (Snowflake CEO) |  18 Jun 2026 | The McKinsey Podcast

Nobel laureate Philippe Aghion | The Power of Creative Destruction: Rethinking Capitalism | 28 May 2026 | CERGE-EI

> "At the heart of this paradigm there is a contradiction because on the one hand you need the innovation rents... to motivate innovation investments but on the other hand yesterday's innovators are tempted to use their rents to prevent subsequent innovations." - **Philippe Aghion** [[00:09:14](https://www.youtube.com/watch?v=uDRdJizU17E&t=9m14s)] > "If you are a very backward economy no big deal if you don't have…

Jun 3, 2026·Knowledge Bytes
Nobel laureate Philippe Aghion | The Power of Creative Destruction: Rethinking Capitalism | 28 May 2026 | CERGE-EI

The quantum realm, the cosmological realm, and the multiverse, in 69 minutes | 22 May 2026 | Hakeem Oluseyi | Big Think

> "quantum particles are the fundamental constituents of matter that come together to build up the world around us so protons and neutrons are made up of fundamental quantum particles called quarks" - **Hakeem Oluseyi** [[00:00:54](https://youtu.be/pyhB7B3JWts?si=rno_bMHBbdwGBv9U&t=54s)] > "we are a symphony of musical notes in quantum fields... if I zoom in and look at that string really closely you'll see that…

May 27, 2026·Knowledge Bytes
The quantum realm, the cosmological realm, and the multiverse, in 69 minutes | 22 May 2026 | Hakeem Oluseyi |  Big Think

Inside the Mind of a Tech Investor with Gavin Baker | Sohn Investment Conference 2026

> "If you like the store or you like the product, you're going to love the stock." - **Gavin Baker** [[00:02:07](https://youtu.be/2Ryr95iiYNk?si=MYe3thnco9yYaqoK&t=00h02m07s)] > "Be very, very careful of high leverage because the company was just too levered." - **Gavin Baker** [[00:04:52](https://youtu.be/2Ryr95iiYNk?si=MYe3thnco9yYaqoK&t=00h04m52s)] > "You can either be a slugging percentage player or you can…

May 16, 2026·AI
Inside the Mind of a Tech Investor with Gavin Baker | Sohn Investment Conference 2026

Peter Diamandis on The Singularity & AI's exponential development | Two in a Pod, with Su Shan Ep 2 | DBS

> "the old social contract was you work hard in high school you go to good college and you get a degree and you get a job that's going away and it's scaring a lot of people" - **Peter Diamandis** [[00:00:07](http://www.youtube.com/watch?v=CSN9I7oQRBc&t=0h0m7s)] > "the average age of entrepreneurs starting billion dollar companies is dropped from mid30s to early 20s" - **Peter Diamandis**…

May 16, 2026·PE/VC
Peter Diamandis on The Singularity & AI's exponential development | Two in a Pod, with Su Shan Ep 2 | DBS
Source
AlternativesPE/VCPodcast
+11 more tag
Technology

How to Raise a Few Billion Dollars | 14 Jul 2026 | Invest Like The Best

"Money moves at the speed of trust." - John [00:01:44]

"Belief is like I believe you... trust is very different... I don't have faith in it, I don't trust it." - John [00:02:38]

"The more fearful somebody is and the more trust you can develop, the less desire they need." - John…

View Full Article
UJ
Jul 15, 2026
Source
AIPodcastTechnology

He Risked Everything To Warn You: No One Is Ready For What's Coming, And The AI Companies Know It! | 13 Jul 2026

"The scary open secret in the AI industry right now is that it's possible that we'll end up essentially creating a new species that ends up ruling the world with a 70% chance that this goes horribly wrong like human extinction." - Dan Kokotajlo [00:00:00]

"I basically told my wife like let's not have any more kids. It's too uncertain. I don't think they'll ever join…

Source
AIPE/VCPodcast
+11 more tag
Technology
Source
Markets & InvestmentsPE/VCPodcast
+11 more tag
Technology
Source
AIGoldman SachsPodcast
+11 more tag
Technology
Source
AIMarkets & Investments
Source
AIOutlook / UpdateTechnology

Palantir CEO Alex Karp says 'something has gone completely wrong' with how AI is sold | 1 Jul 2026 | CNBC TV

1. Executive Briefing (TL;DR)

  • The Core Thesis: The current generative AI sales ecosystem is fundamentally broken because frontier labs charge for tokens while failing to deliver enterprise value and risking the theft of corporate intellectual property (IP). By shifting away from opaque, closed ecosystems toward partnerships focused on compute control and open-source stacks, enterprises can leverage…
Source
ChinaPE/VCPodcast
+11 more tag
Technology
Source
Knowledge BytesPodcastTechnology

The Revolt Against Technology | 24 Jun 2026 | Jared Henderson

"The Egyptians will be hearers of many things and will have learned nothing, and that they will have the show of wisdom but not the reality." - Thamus / Socrates [00:02:12]

"Technology has an ecological impact. It's not only that technology adds something to our lives, it's that it transforms the environment around us." - **Neil Postman / Jared…

Source
AIMarkets & InvestmentsPodcast
+11 more tag
Technology
Source
AIPodcastTechnology

Anyone Can Build Software. What Happens Next? Ft. Sridhar Ramaswamy (Snowflake CEO) | 18 Jun 2026 | The McKinsey Podcast

  • The episode features Eric Kutcher (McKinsey & Company North American Managing Partner) interviewing Sridhar Ramaswami (CEO of Snowflake) [00:00:03].
  • Ramaswami spent 16 years at Google. He joined as an engineer when Google was inventing what is now cloud computing, and eventually transitioned from an Individual Contributor (IC) to leading a team of over 10,000…
Source
Knowledge BytesMacro / EconomicsPodcast
+11 more tag
Source
Knowledge BytesOthersPodcast
+11 more tag
Technology
Source
AIPE/VCPodcast
+11 more tag
Technology
Source
PE/VCPodcastTechnology

Peter Diamandis on The Singularity & AI's exponential development | Two in a Pod, with Su Shan Ep 2 | DBS

"the old social contract was you work hard in high school you go to good college and you get a degree and you get a job that's going away and it's scaring a lot of people" - Peter Diamandis [00:00:07]

"the average age of entrepreneurs starting billion dollar companies is dropped from mid30s to early 20s" - Peter Diamandis…

View Full Article
UJ
Jul 14, 2026

WisdomTree: Dylan Patel on the infrastructure powering the AI revolution | 9 Jul 2026 | The Next Big Thing

"For four years I traveled all around the world and I went to every conference in the world I was going to 40 conferences a year... You go to a conference three times you actually know the language now you know people there... and I would call it before anyone else on the street before any hedge fund before anyone." - Dylan Patel [00:04:56]

"Jensen I…

View Full Article
UJ
Jul 11, 2026

Gavin Baker - Managing Partner of Atreides Management | 8 Jul 2026 | Generating Alpha Podcast

1. Executive Briefing (TL;DR)

  • The Core Thesis: Investing is an ultimate game of skill and chance that requires finding an investment philosophy and quantitative risk process that perfectly aligns with your unique emotional makeup, allowing you to remain rational and make high-quality decisions during severe drawdowns. In navigating tectonic technological shifts like generative artificial intelligence,…
View Full Article
UJ
Jul 9, 2026

Goldman Sachs: How Will AI Impact the Labor Market? | 2 Jul 2026 | Exchanges

1. Executive Briefing (TL;DR)

  • The Core Thesis: Artificial intelligence will significantly reshape the labor market through task automation, driving a projected 15% increase in aggregate productivity over the next decade. Rather than causing a widespread job apocalypse, this technological shift will trigger a manageable 10-year structural labor reallocation where the pace of new job creation can fully…
View Full Article
UJ
Jul 3, 2026
Report, Blogs & Insights
+11 more tag
Technology

Goldman Sachs: An AI Job Apocalypse? | Jul 2, 2026 | Top of Mind

Executive Summary

  • The report addresses growing fears that rapid advancements in artificial intelligence will trigger large-scale, structural job losses before 2030. The overarching consensus among top economists and Goldman Sachs analysts is that a sudden "job apocalypse" is unlikely. Instead, the labor market is experiencing a "rising tide" of structural churn—where AI-driven job destruction is largely…
View Full Article
UJ
Jul 3, 2026
View Full Article
UJ
Jul 3, 2026

Ford CEO Jim Farley on China, tariffs, and the quest for a $30,000 EV | 25 Jun 2026 | Decoder

"The Chinese are you know the 700 lb gorilla in our industry for EVs There's no real competition from Tesla GM or Ford with what we've seen from China" - Jim Farley [00:09:52]

"Everyone's going to have affordable EVs The question is if you sell an affordable EV in the US for $30,000 but it cost you 50 to make it you could say you have an affordable…

View Full Article
UJ
Jun 29, 2026
View Full Article
UJ
Jun 27, 2026

Building a Data Warehouse From Scratch with Jacob Baskin | 24 Jun 2026 | Signals & Threads Podcast

Introduction & Jacob’s Background

  • Jacob Baskin's father taught him BASIC when he was seven years old [00:00:26].
  • At Brown University, Baskin originally intended to major in psychology before shifting to computer science [00:00:31].
  • His university thesis explored mechanism design and the…
View Full Article
UJ
Jun 25, 2026
View Full Article
UJ
Jun 18, 2026
Technology

Nobel laureate Philippe Aghion | The Power of Creative Destruction: Rethinking Capitalism | 28 May 2026 | CERGE-EI

"At the heart of this paradigm there is a contradiction because on the one hand you need the innovation rents... to motivate innovation investments but on the other hand yesterday's innovators are tempted to use their rents to prevent subsequent innovations." - Philippe Aghion [00:09:14]

"If you are a very backward economy no big deal if you don't have…

View Full Article
UJ
Jun 3, 2026

The quantum realm, the cosmological realm, and the multiverse, in 69 minutes | 22 May 2026 | Hakeem Oluseyi | Big Think

"quantum particles are the fundamental constituents of matter that come together to build up the world around us so protons and neutrons are made up of fundamental quantum particles called quarks" - Hakeem Oluseyi [00:00:54]

"we are a symphony of musical notes in quantum fields... if I zoom in and look at that string really closely you'll see that…

View Full Article
UJ
May 27, 2026

Inside the Mind of a Tech Investor with Gavin Baker | Sohn Investment Conference 2026

"If you like the store or you like the product, you're going to love the stock." - Gavin Baker [00:02:07]

"Be very, very careful of high leverage because the company was just too levered." - Gavin Baker [00:04:52]

"You can either be a slugging percentage player or you can…

View Full Article
UJ
May 16, 2026
View Full Article
UJ
May 16, 2026