Jun 18, 2026

Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan

Intel CEO Lip Bu Tan shares his strategic vision for turning around the tech giant, focusing on cultural transformation, strengthening the balance sheet with key investments (including the US government and Nvidia), and driving innovation in foundry, advanced packaging, and new materials. He discusses collaborations like Terafab with Elon Musk, the profound impact of AI on the semiconductor supply chain, and his investment philosophy for the evolving industry, aiming to position Intel for agentic and physical AI at the edge and client, not just centralized compute.

May 22, 2026

Why Good Companies Go Bad (And How to Stop It)

Eric Ries, author of "The Lean Startup", discusses his new book, "Incorruptible". He argues that the modern doctrine of shareholder primacy is a value-destroying trap for founders and explains the legal and governance structures—from Public Benefit Corporations to industrial foundations—that can be used to build mission-controlled companies designed to last for generations, using historical examples like Costco and modern case studies like Anthropic.

May 13, 2026

Paul Graham, Founder of Y Combinator, Live from Stockholm

Paul Graham discusses the strategic importance for startup founders to immerse themselves in Silicon Valley's unique ecosystem and how this temporary migration is the key to fostering a thriving startup hub in Stockholm, potentially making it the "Silicon Valley of Europe".

Feb 26, 2026

How Capital is Powering the AI Infrastructure Buildout with Magnetar Capital's Neil Tiwari

Neil Tiwari of Magnetar Capital explains the creative debt structures and financial innovations fueling the multi-trillion dollar AI infrastructure buildout. He debunks the myths around GPU collateral, revealing that the real security lies in contracted cash flows from investment-grade partners, and details how the industry's bottlenecks are shifting from chips to power distribution, steel, and specialized labor.

Feb 19, 2026

From SaaS to AI-First: How Companies Are Reshaping Innovation

Hosts Sarah and Elad discuss the "SaaS-apocalypse," arguing that while AI is fundamentally changing software, the death of SaaS is overstated in the short term. They explore the unprecedented speed of revenue growth and collapsing token costs in the AI era, the new challenges in engineering management like "coding slop," and the strategic imperatives for founders to build durable, multi-product companies in a rapidly changing landscape.

Feb 09, 2026

AI Markets: Deep Dive with a16z's David George

David George of a16z analyzes the AI market, revealing that AI companies grow 2.5x faster than SaaS counterparts with lower sales spend, driven by immense market pull. He discusses the rise of 'Model Busters' that defy growth expectations, the critical 'adapt or die' moment for incumbents, and the massive, fundamentally sound infrastructure buildout, highlighting that we are still in the early innings of a major technological cycle.