Semafor

FCC Chairman Brendan Carr on the NFL's Streaming Push, Iran Coverage, and Media M&A

You're trying to see where is the market going rather than taking a very static snapshot of where it is today.

The a16z Show

Marc Andreessen on AI Winters and Agent Breakthroughs

the messy reality of 8 billion people means both AI utopians and doomers are too optimistic about the pace of change

The Prof G Pod – Scott Galloway

Nvidia Says $1T Is Coming — The Market Isn’t Buying It | Prof G Markets

Investors don't believe the great data center build that will continue into next year. The market is now telling us that it is expecting 2026 to be the peak year in the data center buildout.