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Episode Guide 11 min read

Episode Guide: Beyond the Noise: Obsession, Empathy, and the Hidden Drivers of Human Behavior

Explore Harvey Friedman's groundbreaking work on reverse mathematics, which questions the provability of fundamental mathematical statements within standard…

Avi Savar · May 21
Business Intelligence 12 min read

New VC Playbook: Browder's Four Seasons vs. Graham's Valley

Josh Browder's "one-man accelerator" highlights founder grit, while AI fuels a hardware boom and reshapes industries from self-driving tech to vertical AI. Discover how these shifts are rewriting the venture playbook.

Avi Savar · May 21
Episode Guide 9 min read

Episode Guide: Browder's Four Seasons vs. Graham's Valley: New VC Playbook

Josh Browder's 'One-Man Accel' disrupts traditional venture capital, emphasizing founder grit and deep problem connection beyond Silicon Valley.

Avi Savar · May 20
Market Signals 12 min read

Economic Resilience, Inflation, and AI Drive Market Dynamics

The global economy is showing surprising resilience amidst persistent inflation and mechanical flows. AI continues to drive valuation discussions as markets recalibrate for a new economic regime.

Avi Savar · May 20
Episode Guide 10 min read

Episode Guide: Economic Resilience, Inflation, and AI Drive Market Dynamics

Explore how 'dilution rates' offer a more accurate valuation of gold's role amid persistent fiscal deficits and a strong dollar.

Avi Savar · May 19
Business Intelligence 11 min read

The SaaSpocalypse: Why Enterprise Software Valuations Are Shifting

China's geopolitical shifts and military purges are reshaping global supply chains, while the enterprise software market faces a

Avi Savar · May 19
Episode Guide 6 min read

Episode Guide: The SaaSpocalypse: Why Enterprise Software Valuations Are Shifting

Explore the recent purges within the PLA, the implications of 'water missiles,' and what it means for the likelihood of a Taiwan conflict.

Avi Savar · May 18
AI & Technology 13 min read

Genspark's $250M ARR; Google's 15x cheaper AI; Abridge saves 20 hrs

Genspark hits $250M ARR with AI-written code; Google offers 15x cheaper AI; Abridge saves doctors 20 hours weekly.

Avi Savar · May 18
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