The Peel with Turner Novak

15 Hot Takes on VC and AI from the 2026 Allocate Beyond Summit

Building Got Easy. This Startup Solves What to Build | Alfred Wahlforss, Listen Labs

Inside the AI Sprint, Understanding Anthropic's Strategy | Tomasz Tunguz, Theory Ventures

Tomasz Tunguz, founder of Theory Ventures, characterizes the current AI landscape as an all-out sprint, with infrastructure spending on data centers and GPUs projected to reach $1.2 to $1.4 trillion this year. This rapid growth mirrors historical infrastructure booms like the national highway system, yet the industry f...

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Cursor + Kalshi Seed Investor on Spotting Outlier Talent | Ali Partovi, Neo

How a Hilbilly in Nevada Bootstrapped a $140M ARR Manufacturing Company | Jim Belosic, SendCutSend

The $5B Venture Growth Buyout Playbook | Alex Israel, Metropolis

Inside Michigan’s New Institute for Agentic Computing, How AI Has Changed Science and Universities | Karthik Duraisamy at the University of Michigan

How US Healthcare Actually Works, the WWII Tax Loophole that Broke it Forever, and How AI Can Fix it | Nikhil Krishnan, Out of Pocket

Sophia Amoruso on Bootstrapping Nasty Gal to $120M Revenue, Turning Down $400M, Declaring Bankruptcy, Public Failure, Starting Trust Fund to Back Other Founders

Footwork’s Secret Sauce | Mike Smith and Nikhil Basu Trivedi

Inside Hanover Park: Building an AI-Native Service Business, Growing to $15B in Assets

Inside Canada’s Fastest Growing AI Company | Spellbook, Scott Stevenson

Spellbook transforms the $30 trillion legal contract market by integrating generative AI directly into Microsoft Word, enabling lawyers to draft and review documents with unprecedented efficiency. Unlike top-down enterprise solutions, this platform prioritizes bottom-up adoption, functioning as an "electric bicycle" fo...

Benchmark’s Chetan Puttagunta on the Past, Present & Future of Software

The conversation centers on the evolution of software investing, particularly the shift from on-premise to cloud and now to AI-native applications. Chetan Puttagunta from Benchmark discusses the firm's investment in Manus, highlighting its rapid growth to $100 million ARR and subsequent acquisition by Meta, driven by i...

Inside Serval: Building the System of Intelligence for IT | Jake Stauch

Garry Tan on the Past, Present, and Future of YC

The Health Metric No One Tracks | Miranda Nover, Co-founder of Fort Health

How Duo Security went Zero to $1B ARR in Ann Arbor | Dug Song, Jon Oberheide

How to Build Real-Time Data Streaming for AI | Jacqueline Cheong, Co-founder and CEO of Artie

The State of AI: Rise of Reasoning, Surge in Chinese Open Source, Sovereign AI , Investing in AI Today | Nathan Benaich, Air Street Capital