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David Mattin, founder of the New World Same Humans newsletter, joins Maggie Lake to discuss the AI and super-computing power race between the U.S. and China, its impact on chip manufacturing, and what happens when two AI leaders come together.
You can find more of David's work her ... Show More
Oct 22
The GENIUS Act Is Here — What Changes for Stablecoins? w/ Jonathan Gould, U.S. Comptroller of the Currency
Ash Bennington sits down with Jonathan Gould, U.S. Comptroller of the Currency, to break down the OCC’s final rule implementing its portion of the GENIUS Act. Gould explains how the new federal framework will regulate payment stablecoin issuers, including reserve requirements, re ... Show More
24m 53s
Oct 19
Is Inflation About to Derail the Rally? with Andreas Steno | Macro Mondays - Oct. 19, 2026
Andreas Steno of Steno Research is flying solo on this week's Macro Mondays, breaking down the latest inflation signals and what they mean for the market outlook. With energy prices and input costs rising, is another inflation shock on the horizon — and could Kevin Warsh be focus ... Show More
31m 55s
Jul 2024
20VC: LLMs Are Reaching a Stage of Diminishing Returns: What is the Next S Curve | The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities | How AI Changes the Future of War & How Agents Will Reshape Society with Matt Clifford @ EF
<p><!-- wp:paragraph --></p> <p>Matt Clifford is the Co-Founder of Entrepreneur First (EF), the leading global talent investor and incubator. EF has incubated startups worth over $10bn, including Cleo, Tractable and Aztec Protocol. Matt is also Chair of ARIA, the UK's Advanced Re ... Show More
1h 2m
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
40m 29s
Apr 2024
The Large Language Model Race with Pete Huang, Founder of The Neuron
Episode 4: How is AI impacting the future of creativity and the workplace? Matt Wolfe (https://twitter.com/mattwolfe) and Nathan Lands (https://twitter.com/NathanLands) tap into the insights of Pete Huang (https://twitter.com/petehuang), founder of The Neuron, a daily newsletter ... Show More
51m 16s
Nov 2025
The Man Leading Trump’s AI Charge Against China
At WSJ’s Tech Live, Jessica Mendoza sits down with Michael Kratsios, Director of the White House Office of Science and Technology Policy to discuss the pivotal moment in the U.S.-China AI race, how he thinks AI should be regulated, and whether or not the AI boom might be a bubble ... Show More
20m 54s