Hours of listening, one page a week. Each issue is written from the week's structured episode records — who said what, where the shows collide, what went on the record — and every quote carries its receipt: speaker, episode, timestamp. Quiet weeks read quiet; nothing is inflated, nothing invented.
A one-episode week that extends last issue's euphoria arc from Nvidia's print to the model layer: OpenAI rolls out GPT-6 with Greg Brockman declaring the AGI era, Chamath backdates AGI to the start of the year and gives the boom three more years, and the besties spend most of the show arguing that the OpenAI agent-swarm incident at Hugging Face was a misconfigured sandbox, not a breakout, and that the hysteria around it is a regulatory play.
The week after a sales-process issue, the tape snaps back to power and money: SemiAnalysis's Dylan Patel says Anthropic and OpenAI already outbid the world for watts,…
Jen Abel's route to a six-figure close is not a march through five CRM stages.
Redwood Research's chief scientist walks a self-described skeptic through why automating AI research could compress four or five years of progress into one, and why that…
In a single deep conversation with Steven Bartlett, Ray Dalio walks through why AI stocks show every classic bubble tell, sketches how a downturn plays out, and calls…
Mark Cuban and Alex Hormozi separately argue AI still can't replace real judgment, while two shows converge on energy: Matthew Smith warns the AI boom's true bottleneck…
Last week's fight over confident narratives reached AI's central question.
Last week's economics-of-intelligence arc hardened into a reckoning.
Two shows converged on the economics of intelligence: Etched raced to make AI inference cheap enough to eat a chunk of global GDP, while All-In's panel urged enterprises…
Jeremy Grantham says AI is the biggest investment bubble in history and US tech should be sold; a day later Gavin Baker priced Anthropic at $3 trillion while David Sacks…
The ceasefire with Iran arrived on two shows at once — JD Vance selling its terms from inside the administration, the All-In panel scoring it four days later — in the…
A twelve-episode week whose throughline was AI turning concrete: an offensive security tool (Mythos, five to seven years of vulnerabilities found in six weeks), a…
A week ruled by capital.
Dan Loeb says oil and AI now trump every traditional macro signal and has the bulk of Third Point's capital in the AI complex — the same week the All-In panel argues…
Gavin Baker worked both sides of the street this week — solo on Invest Like the Best, then in the guest chair on All-In — pushing one thesis twice: SpaceX puts compute…
Anthropic's CFO opened the books on the boom — run-rate revenue up from roughly $9B at the start of the year to $30B, net dollar retention over 500% — the same week Marc…
A WSJ report says OpenAI missed both its billion-weekly-user and 2025 revenue targets — and the miss became the week's real argument: is AI's binding constraint demand,…
Every episode is diarized at ingest into attributed claims, dated predictions, and verbatim quotes. The digest is written from those records — never from memory, never from the news.
When a week's ingest lands, one pass writes the issue: a headline, the stories where shows collide, the signals worth a line. It cites as it goes — speaker, episode, timestamp.
A grounding gate greps every quoted word against the episode records before the page can build. If a quote isn't verbatim, the issue doesn't ship. Each issue is also plain JSON — receipts included.