Jul 10, 2026
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2 min read
Ads Rule Everything, Introducing X Money, Ecomm + Prediction Market? Plus why companies don't get beaten, they just become irrelevant
Jun 19, 2026
SpaceX's $2.4T IPO, Cursor's $60B acquisition, Fox-Roku's $20B deal, and new banking systems have us convinced this is a new era of capital and leverage. Let the money flow.
Jun 12, 2026
Plus: Apple's AI bet (finally), Alphabets $80B capital strategy, and the one Meta stat you need to see this week
May 18, 2026
1 min read
"Codex, go build me an ad manager with all the things." Plus: Shopify is a Headless Walled Garden, and why Gen Z doesn't subscribe to anything.
May 8, 2026
Meta, Shopify, Mercury & Spotify went full blown agentic. Parker Card vanished leaving thousands of brands stranded. Stripe is 2x-ing new business growth. And more.
May 1, 2026
PE firms are snapping together AI APIs to clone entire companies, token pricing mirrors mobile data's playbook, SpaceX backs Cursor at $60B, Anthropic's $400K events hire, and China just blocked Manus. All in this week's rundown.
Apr 28, 2026
Sequoia's 'sell work not software' thesis, Snap's 20% layoffs, the tokenmaxxing era, Block's Moneybot, OpenAI's ad inventory problem, and Tim Cook's exit. All in this week's rundown.
Apr 18, 2026
Julia Knight (beehiiv, Citizen, Rilla), Masters takeaways, Meta's back in the AI race, and Diplo's take. All in this week's episodes.
Apr 11, 2026
9 min read
OpenAI’s path to $100B in ads and their $9-figure TBPN acquisition, Elon Forcing Grok Into Wall Street, and the Era of Ads Built for Agents (read: Why APIs Are Suddenly the Only Thing That Matters)
Apr 3, 2026
7 min read
Distribution is still king. How to save Snapchat. Why Tokens are replacing salaries. And other chaos in tech, AI, and monetization that you missed.
Mar 27, 2026
Andrew Chen set off a hot debate about ads, why it's time to go long on AI forward CEOs, hiring vs. tech investment, and much more.
Mar 20, 2026
6 min read
Travis Kalanick’s Founder Pump-up Speech, and Why 40 Is Not the Deadline, It’s the Starting Line.
