SpaceX is buying Cursor for $60 billion, one of SBF's old FTX-era bets, which raises an uncomfortable question: was a convicted fraudster also the greatest VC of all time? Andrew's monthly ramble across the things he can't stop thinking about: AI as a force multiplier instead of a job killer, why deep expertise gets more valuable as the world fills with AI slop, whether legacy brands gain power in an AI world, why a long time horizon is rarely the edge people claim it is, and the cracks showing up in Polymarket and prediction markets.
This podcast is sponsored by my upcoming AI webinar with AlphaSense
This month’s episode is sponsored by my upcoming AI webinar with AlphaSense. The AI landscape has never been more crowded or more confusing: everyone is telling you to adopt AI, but almost nobody is asking which tools actually give you an edge. I’m sitting down with Dave Wang of Wall Street Prompt and Ben Collins of AlphaSense to break down the modern AI stack for investors, from horizontal platforms like OpenAI and Claude to agentic workflows and finance-specific intelligence tools, and where each one actually fits in a real research process. Join us on June 25th. Register here.
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Transcript for paid subs begins below (The initial transcript is AI-generated and is replaced with a professionally edited version when available)
Disclaimer: Nothing on this podcast or on this blog is investing or financial advice; please see our full disclaimer here. The transcript below is from a third party transcription service; it’s entirely possible there are some errors in the transcript.
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