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Michael Lewis explores the lasting financial consequences of the 2008 crisis with Bloomberg columnist Matt Levine, discussing shifts in Wall Street's power dynamics, the rise of Bitcoin, and how risk has moved from traditional banks to alternative financial institutions.
Lyn Alden discusses the current state of the U.S. economy, AI investment, Bitcoin, and the potential for an AI bubble, highlighting the two-speed economy driven by AI capital expenditure and fiscal deficits while expressing a moderate bullish outlook on AI's long-term transformative potential.
Amjad Masad discusses the future of software creation, predicting that AI agents will dramatically transform how software is developed, with Replit working to create infrastructure that enables agents to autonomously write, test, and deploy code. He envisions a world where anyone can generate complex software with a single prompt, fundamentally changing the software market, business structures, and how individuals create value through technology.