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Episode Guide 9 min read

Episode Guide: Fable 5: Migrates two months of code in a day

Fable 5 showcases AI's ability to perform large-scale code migrations, highlighting the shift towards AI as a reasoning partner in software development.

Avi Savar · Jun 14
Critical Thinkers 13 min read

Mycoskie: Mycoskie confessed inner struggle despite TOMS success

TOMS founder Blake Mycoskie opens up about his battle with depression despite outward success. He's not alone. It's part of a broader shift in leadership from external validation to internal meaning.

Avi Savar · Jun 12
Episode Guide 1 min read

Episode Guide: Mycoskie confessed inner struggle despite TOMS success

Explore Blake Mycoskie’s personal battle with depression despite TOMS’s success, and how leaders are redefining success by prioritizing internal well-being…

Avi Savar · Jun 11
Business Intelligence 12 min read

80% of code written by AI changes SaaS valuation models.

AI is bifurcating the value chain; infrastructure consolidates at scale while application-layer AI commoditizes, shifting differentiation to brand.

Avi Savar · Jun 11
Episode Guide 10 min read

Episode Guide: Infrastructure Wins, SaaS Moats Die: AI Remodels Value.

The AI value chain is bifurcating: infrastructure and compute are consolidating at scale, but application-layer AI is rapidly commoditizing.

Avi Savar · Jun 10
Market Signals 12 min read

AI Boom Outpaces 2005 Housing Peak; CoreWeave's $10B Backlog

The AI boom is not just redefining markets; it's outstripping the 2005 housing peak and fueling CoreWeave's massive $10B backlog, signaling a dramatic shift in capital.

Avi Savar · Jun 10
Episode Guide 8 min read

Episode Guide: AI Boom Outpaces 2005 Housing Peak; CoreWeave's $10B Backlog

The AI boom is reshaping capital markets, surpassing the 2005 housing peak, driving CoreWeave's $10B backlog, and influencing central bank mandates.

Avi Savar · Jun 9
Business Intelligence 12 min read

Private Markets Eat Public: SpaceX, Anthropic Defy IPOs

The private stock market is eating the public one, with liquidity and valuations defying traditional IPO logic.

Avi Savar · Jun 9
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