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Episode Guide 12 min read

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

Explore how the 6% unemployment rate for young adults signals AI's impact on entry-level jobs and the future of the workforce.

Avi Savar · Mar 24
Business Intelligence 9 min read

The S&P 500 AI Trap, Kalanick’s Atoms, and PE’s Debt Reckoning

Passive indexing is now an active risk, forcing a return to 'Atoms-based' alpha and debt-free PE.

Avi Savar · Mar 24
Episode Guide 8 min read

Episode Guide: S&P 500: An AI Concentration Bet

The S&P 500 is now a concentrated bet on AI, changing the game for LPs and GPs in portfolio diversification strategies.

Avi Savar · Mar 23
AI & Technology 14 min read

Meta Cuts 20%+ for AI. Half of VC Goes to AI Startups.

The narrative around AI is shifting from speculative potential to tangible impact, particularly concerning labor and business models. This week's conversations reveal a consensus: we're past the "beginning" of the AI revolution and are firmly in the...

Avi Savar · Mar 23
Episode Guide 11 min read

Episode Guide: Meta Cuts 20%+ for AI. Half of VC Goes to AI Startups.

Meta plans massive layoffs to fund AI. Half of all venture funding now goes to AI-native companies. AI is reshaping jobs and accelerating growth.

Avi Savar · Mar 22
Critical Thinkers 13 min read

60% of Career Regrets Are About Inaction

Bill Gurley's insight into career regrets reveals a significant leaning towards "boldness regrets" over mistakes, challenging traditional career advice and emphasizing the need for calculated risks.

Avi Savar · Mar 20
Episode Guide 10 min read

Episode Guide: 60% of Career Regrets Are About Inaction

Explore Bill Gurley's finding that 60% of career regrets stem from inaction, not mistakes, and learn how to foster environments that encourage bold career moves.

Avi Savar · Mar 19
Business Intelligence 13 min read

Anthropic vs. Pentagon: AI Nationalization Risk

Palantir CEO Alex Karp warns: "If AI companies don't make common cause with the defense establishment, nationalization becomes the politically obvious move." The zero-sum AI race pits tech against the state.

Avi Savar · Mar 19
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