Citrini Memo Reactions, Kim K Enters Energy Drinks, Jane Street Sued | Patrick & John Collison, Bill Gurley, James Cadwallader, Scott Wu, Ivan Zhao, Stefano Ermon, Rune Kvist, Reiner Pope, Devansh Pandey

The hosts dissect the Citrini report's implications on AI's impact, contrasting short-term fears with long-term adjustments and the role of independent research in shaping market narratives. They analyze Ben Thompson's critique of the DoorDash doomsday scenario and debate the potential for AI to disintermediate real estate agents. The conversation explores the funding boom in AI-native SaaS, the challenges of open-source CRM adoption, and the balance between individual empowerment through vibe coding and the need for robust AI-enabled products. Guests include John and Patrick Collison from Stripe, who share insights on economic trends, agentic commerce, and the future of software development, and Bill Gurley, who discusses career paths and the rapid integration of AI into public consciousness. The hosts also touch on the potential for insider trading and the rise of AI-driven customer service.