May 22, 2026
Hosts debate looming AI IPOs (OpenAI, Anthropic) vs. SpaceX, Google's AI strategy, the industry's unsustainable 'tokenomics,' and public hate.
May 15, 2026
From biohacking with Oura to Google's AI-first laptops and Meta's employee data collection, this episode explores tech's impact on our lives.
May 8, 2026
This episode covers the Met Gala's anti-tech vibe, the Elon vs. OpenAI trial, and the rise of Chinese AI models, debating public sentiment.
May 1, 2026
Musk vs. OpenAI trial unfolds as Anthropic surges. The AI model space faces commoditization, with value shifting to cloud infrastructure & open source.
April 24, 2026
Tim Cook's Apple transition, Musk vs. OpenAI, and the AI data gold rush. This episode unpacks tech leadership shifts and AI's societal impact.
April 17, 2026
AI mania hits tech. Allbirds pivots to data centers, SpaceX targets a $1.5T IPO, and seed rounds skyrocket to $175M valuations.
April 10, 2026
Vercel CEO reveals AI agents now drive 70% of docs traffic, up from 10% last year, signaling a massive shift to 'agentic infrastructure'.
April 3, 2026
AI agents threaten internet security by using untrusted code, yet also empower anyone to create software. Plus: ClawCon Tokyo & OpenAI's $852B.
March 27, 2026
Founders from Audos and Polsia discuss the new startup stack: one founder plus AI agents, creating an economy of solo-run, million-dollar firms.
March 20, 2026
Nvidia's GTC spotlights OpenClaw's rise as the OS for agents. Plus, Apple blocks vibe-coding apps & Meta's rogue AI raises security alarms.
March 13, 2026
Anthropic's developer-focused bet is working, challenging OpenAI's consumer model. Is AI a commodity, or is the value in what's built on top?
March 6, 2026
This week: Sam Altman is trending again, software engineers face an existential threat, and AI's future might just be a bubble built on narrative.
February 27, 2026
AI is commoditizing software, threatening Silicon Valley's core advantage and sparking debate: Will it crush profit margins or ignite a new era of productivity?
February 20, 2026
The personal agent wars heat up with OpenClaw, Meta & OpenAI. The hosts debate the future of software engineers & the commoditization of AI.
February 6, 2026
Hosts discuss the SpaceX/xAI merger as a narrative play, urge Bezos to sell the Washington Post, and explore the "dead internet" via AI agents.
January 30, 2026
Agentic AI like Moltbot will automate the web, potentially breaking internet economics, while a narrative of infinite demand drives AI investment.
January 23, 2026
The AI bubble's impact on valuations and talent, the rise of scriptable AI like ClawdBot, and how it could disrupt SaaS business models.
January 16, 2026
AI is the new UI. Tools like Clawbot and Claude Code enable rapid software creation, rendering traditional SaaS business models obsolete and raising massive security concerns.
January 9, 2026
This episode explores 2026 power laws, from trillionaire wealth and AI's societal impact to the end of software as a defensible business.
December 19, 2025
2026 Forecast: Tech faces major layoffs and a mega-IPO, AI agents become ubiquitous, and a cultural push for 'third spaces' emerges.
December 12, 2025
Media mergers, Zoox vs. Waymo, SpaceX's space data centers, and Highway 101 billboards as the ultimate AI bubble indicator.
December 5, 2025
From OpenAI's 'Code Red' to the VC creator economy, this episode covers AI strategy, tech culture, and autonomous driving advancements.
November 28, 2025
AI wars heat up as Google's Gemini challenges OpenAI, shifting market narratives. The discussion covers business models, marketing, and hardware's future.
November 21, 2025
This week: A recap of "Britcella," social media detox lessons, and the escalating AI war between Google, OpenAI, and Meta.
November 14, 2025
This episode explores AI wearables, Apple's hardware strategy, humanoid robot hype, and the rising legal threats crippling journalism.
November 7, 2025
Tech's new era: Etiquette trumps arrogance, Apple partners with Google for Siri, Sequoia changes stewards, and a meme coin surges.
October 31, 2025
Seneca CEO Stuart Landesberg on using autonomous drone strike teams to fight wildfires early, tackling a trillion-dollar problem with new tech.
October 24, 2025
This episode debates AI's role in creating 'work slop,' the highbrow vs. lowbrow cultural reaction to tech, and the end of generic swag.
October 17, 2025
Dave Morin & Jessica Lessin discuss the gap between AI's potential and its current "slop," the future of consumer apps, and decoding Gen Alpha.
October 10, 2025
The crew debates the AI investment bubble, comparing massive capex to historical manias, while covering SF Tech Week and Barry Weiss's CBS move.
October 3, 2025
This episode dissects OpenAI's Sora, questioning if polished AI "slop" can create real engagement and exploring the limits of current AI models.
September 26, 2025
Power is shifting from open markets to strategic 'trade routes' brokered by kingmakers like Musk & Altman, with NVIDIA & Starlink as key assets.
September 19, 2025
The crew debates TikTok's hazy US deal, Meta's new AR glasses, and a controversial 'etiquette school' for YC founders.
