Google’s $80 billion raise became a fight over AI’s real economics: revolution, hype, or both. The speakers argue over capex, adoption, and who captures the next layer of value.

Andreessen lega sicurezza, tasse e AI in una tesi unica: chi blocca infrastrutture e imprese prepara declino economico e politico.

Graham explains why founders should spend time in Silicon Valley and why Stockholm may benefit if they return.

Anthropic, OpenAI, and the Pentagon: the video tells the story of the fight over who controls military AI and where human responsibility ends.

Brian Chesky says AI will flatten companies, reward founders who stay close to the work, and force Airbnb to reinvent itself around people.

Palihapitiya collega AI, disuguaglianza e potere delle piattaforme in una tesi unica: il problema centrale è chi controlla attenzione, denaro e narrazione.