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Critical Thinkers 13 min read

10x faster learning, love on Ozempic, and the dark matter myth

New research suggests GLP-1 medications may inadvertently dampen romantic desire by altering brain regions associated with reward and addiction. This unexpected side effect has significant implications for health tech, pharmaceuticals, and even...

Avi Savar · Apr 3
Episode Guide 9 min read

Episode Guide: 10x faster learning, love on Ozempic, and the dark matter myth

Explore the unexpected side effect of GLP-1 drugs on romantic desire and its impact on the health tech and pharmaceutical industries.

Avi Savar · Apr 2
Business Intelligence 13 min read

73% of New Enterprise AI Spend: Not OpenAI

New data reveals a significant shift in enterprise AI spending, with Anthropic capturing the lion's share. This signals a new competitive dynamic.

Avi Savar · Apr 2
Episode Guide 14 min read

Episode Guide: 73% of New Enterprise AI Spend: Not OpenAI

Ramp data shows Anthropic now accounts for 73% of new enterprise AI spending, challenging OpenAI's market dominance.

Avi Savar · Apr 1
Market Signals 14 min read

The 5% yield breaking point, private credit traps, and a helium crisis

The cost of capital is now the critical choke point, testing illiquid private debt and forcing enterprises to reassess financing assumptions. Geopolitical events are delaying Fed rate cuts, and AI valuations face increased scrutiny.

Avi Savar · Apr 1
Episode Guide 10 min read

Episode Guide: The 5% yield breaking point, private credit traps, and a helium crisis

Private credit faces a stress test as the US 10-year Treasury yield nears 5%, driven by rising rates and geopolitical tensions. Learn how this impacts financing and valuations.

Avi Savar · Mar 31
Business Intelligence 11 min read

Software’s credit crunch, CoreWeave’s $35B edge, and the 9-cent LLM

Private credit is signaling a correction in SaaS loans, driven by AI's impact and asset-liability mismatches. This isn't 2008, but investors are hedging and stress-testing exposures as valuations fall.

Avi Savar · Mar 31
Episode Guide 9 min read

Episode Guide: Software’s credit crunch, CoreWeave’s $35B edge, and the 9-cent LLM

Private credit markets show signs of a major correction in SaaS loans due to AI disruption and asset-liability mismatches. Learn what it means for your portfolio.

Avi Savar · Mar 30
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