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.
