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 Humans can absorb multiples more audio content than written. To that end, this podcast is for absorbing as much intelligence as possible as the catch-all for interesting articles, research reports, or podcast summaries. I hope you enjoy the knowledge as much as we do.© 2026 The Team Développement personnel Economie Finances privées Réussite personnelle
Épisodes
  • CITRINI — Peak Cap Ex Growth and the Late-Cycle Rotation

    CITRINI — Peak Cap Ex Growth and the Late-Cycle Rotation
    Nov 5 2026
    Citrini Research's 10th State of the Themes: peak cap ex growth in AI, a frozen AI-financing channel, and a late-cycle expansion that argues for lower beta, pairs, and real-economy rotation — not a crash call.
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    8 min
  • Sequoia's AI Ascent — The Cognitive Revolution

    Sequoia's AI Ascent — The Cognitive Revolution
    Nov 4 2026
    Guillermo Flor's summary of Sequoia Capital's AI Ascent event — a gathering of 150+ top AI minds, including Demis Hassabis, Andrej Karpathy, Greg Brockman, Boris Cherny, Dmitri Dolgov, and Jim Fan. The core thesis: AI is not another software wave but a new foundation layer — a computation revolution, not a communication revolution — and the biggest, fastest wave in the sequence from semiconductors to mobile. Three inflections frame the moment: ChatGPT (2022), reasoning models, and long-horizon agents. Commercial AGI is defined as a system that can be dispatched to a job, recover from failure, and persist to completion, delivering 10-40x improvements rather than 10-40%. Also covered: Pat Grady's calibration (waves are additive; roughly $10 trillion of services potentially addressable by machines, with US legal services alone around $400 billion); moats rebuilt around customer intimacy and workflow integration, with the diffusion gap between fast lab capability and slow enterprise adoption; Sonya Huang's agents framework (2026 as the agents story, from tab autocomplete through background agents to dark factories; services as the new software); and Constantine Buhler's cognitive revolution — the forecast that machines could perform 99.9% of cognition within a generation, closing on Protagoras: value concentrates in human experience, relationships, and attention. Source: Guillermo Flor (@guilleflorvs) on X, Nov 2, 2026. Full breakdown: "Sequoia AI Ascent 2026: The future of AI" at theaiopportunities.com (AI MARKET FIT).
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    11 min
  • Every AI Crash Call, Traced — What the Callers Are Selling

    Every AI Crash Call, Traced — What the Callers Are Selling
    Nov 4 2026
    A writer on X who goes by Henrikh took the loudest AI crash calls of this cycle and traced each one to its source: what the caller had for sale when they made the call, and what happened the last times they made it. In this summary episode, Alex and Jordan cover the pattern he found across bears and bulls alike, the track-record problem behind the famous names, and the simple filter and posture the article recommends. Source: Henrikh, 'I traced EVERY big AI crash CALL to its source: what they sell, and who was right,' X, October 21, 2026 — https://x.com/henrikhinai/status/2112910366522892521
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    9 min
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