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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
AI & Technology 12 min read

80% of Enterprise AI Fails: The Context Engine Fix

AI agents are failing in 80% of complex enterprise tasks due to a lack of organizational understanding, highlighting the critical need for a "context engine" to provide internal knowledge and legacy system integration.

Avi Savar · Mar 30
Episode Guide 9 min read

Episode Guide: 80% of Enterprise AI Fails: The Context Engine Fix

Explore why 80% of enterprise AI agents fail and how a "context engine" provides the internal knowledge needed for success in complex tasks.

Avi Savar · Mar 29
Critical Thinkers 14 min read

9 Minutes of "Exercise Snacks" Cuts Mortality 40%

Short bursts of activity yield significant health gains, while NVIDIA’s Jensen Huang details the future of integrated AI infrastructure and the critical role of group identity in shaping reality.

Avi Savar · Mar 27
Episode Guide 13 min read

Episode Guide: 9 Minutes of "Exercise Snacks" Cuts Mortality 40%

Discover how 9 minutes of exercise daily can cut mortality by 40%. Explore NVIDIA’s strategic AI shift and the impact of group identity on perception for leaders.

Avi Savar · Mar 26
Business Intelligence 10 min read

Anduril’s $20B Army Contract vs. Nvidia’s Muted Growth

The market is shifting rapidly beyond pure software to tangible, defensible assets in robotics and defense tech, exemplified by Anduril's $20 billion Army contract and Zipline's drone delivery dominance. Meanwhile, Nvidia's AI growth gets a subdued...

Avi Savar · Mar 26
Episode Guide 9 min read

Episode Guide: Anduril’s $20B Army Contract vs. Nvidia’s Muted Growth

Explore why the smartest money is moving into defense tech and physical goods, where AI creates new competitive moats, not just software features.

Avi Savar · Mar 25
Market Signals 13 min read

6% Young Adult Unemployment. AI’s New Target?

The unemployment rate for 22-27 year olds is now significantly higher than the overall rate—a trend unseen before. AI is displacing entry-level jobs rather than leading to mass layoffs across the board, creating a bottleneck for new talent. Discover...

Avi Savar · Mar 25
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