Cliff Sosin on the limits of intelligence: "Superintelligence arrived. You probably didn't notice, because it turned out to be kind of incr...

Cliff Sosin on why you want to own the complements to cheap intelligence, like Meta does: "I've found it helpful to assume everyone has rea...

Cliff Sosin (@CliffordSosin) is one of my favorite people to call, ask some big questions, and then shut up and listen. This conversation i...

A list of stats from the Anthropic S-1: - NDR is ~900% - Revenue per employee is over $6.6M, up from about $1.4M a year earlier - Revenue...

Christina Cacioppo on high growth v. high margins: "I think in the fullness of time, an 80% growth business with 80% margins will actually ...

Christina Cacioppo on competing for talent, and why employees expect tenders as part of their comp: "The thing I care a bunch about is the ...

Christina Cacioppo on why Vanta is eating its token costs: "If you try to charge people based on tokens, they are very quick to say, 'Oh, y...

Christina on why Vanta pays its top people 10x what it did five years ago "Should I adjust the pitch and be like 'Inevitably the baseline h...

Christina Cacioppo on why French software companies have stopped building on American models: "I was very surprised to learn a lot of the F...

My second conversation with Christina Cacioppo (@christinacaci), Vanta's cofounder and CEO. Charlie Songhurst says the best returns come fr...

David Vélez on why stablecoins could save the US dollar: "There are about 190 currencies around the world. My view is that in 10-20 years f...

Jeremy Giffon (@jeremygiffon) on how X is still underrated and how the timeline dictates policy and capital: "X is the global newspaper. Al...

David Vélez on how AI let him go from one direct report to 20, and cut Nubank's layers of management in half: "AI creates the opportunity f...

The most important lesson David has learned as a founder: "How to quickly ignore the imposter syndrome. The fact that you are the person t...

David Vélez on why AI makes remote work less valuable: "AI also in a perhaps counterintuitive way, increases the argument to spend time i...

My conversation with David Vélez (@velez_david), founder and CEO of Nubank. The last time we did this was five years ago, and Nubank had 35...

Andrew Huberman on how Silicon Valley changed after Steve Jobs: "What's unique about the Bay Area is that people care about the past, but i...

Andrew Huberman on @neuralink, and the next frontier for brain-computer interfaces: "Getting people who are in locked-in syndrome to speak,...

Very fun one w/ @altcap , out next week

Andrew Huberman on why Meta, OpenAI, and Anthropic are all going to become biotech companies. "Dario came up through neuroscience. Sam, I'v...