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Logan Allin discusses how size becomes the enemy of venture returns, why private markets are changing, and how Fin Capital is building a full-lifecycle platform focused on enterprise software by taking a contrarian approach and finding inefficient market opportunities.
Netflix wins the bidding war for Warner Bros. Discovery in a $72 billion deal, sparking antitrust concerns and potential regulatory challenges.
Brad Gerstner discusses the new "Trump accounts" program, which will provide $1,000 to every child born between 2025 and 2028, with Michael Dell contributing $6 billion to extend the program to children under 10, aiming to create universal private ownership and help address economic inequality.
Scott Galloway and Ed Elson discuss the red flags at OpenAI, potential financial challenges for the company, and the broader implications for the AI bubble, highlighting Sam Altman's defensive response to questions about the company's massive spending commitments.
A deep dive into the week's top tech and venture capital stories, including Navan's IPO, Harvey's $8B valuation, Sam Altman's response to Brad Gerstner, the state of big tech stocks like Amazon and Meta, and the critical importance of AI adoption for startups.
A deep dive into OpenAI's potential trillion-dollar IPO, the systemic risks of the AI bet, and Apple's iPhone 17 revival, exploring the company's path to going public, the potential pitfalls of massive AI investments, and the surprising resurgence of iPhone sales.
Jason and Alex explore the potential of AI companies like OpenAI, discuss the financial risks and opportunities in the AI sector, and delve into emerging technologies like space-based computing and legal AI startups, all while providing insights into startup management and investor relations.
A candid conversation between Brad Gerstner, Satya Nadella, and Sam Altman explores the transformative OpenAI-Microsoft partnership, diving deep into AI's potential to revolutionize technology, business, compute infrastructure, and global economic productivity.
A deep dive into the AI bubble, stablecoin boom, and Bill Gurley's upcoming book "Running Down a Dream," exploring emerging technologies, financial innovations, and career development.