Building programmable financial services. Advancing ideas for progress.
The conversation centers on the application of aggregation theory to AI, questioning whether AI apps will become the new aggregators of value. Thompson argues that AI consumer apps should adopt Meta's advertising model, focusing on user profiling rather than prompt-related ads to avoid conflicts of interest. They explo...
In this interview podcast, John interviews Satya Nadella, CEO of Microsoft, discussing a wide range of topics including Microsoft's AI strategy, the future of enterprise AI, and the evolution of software development. Nadella shares insights on Microsoft's approach to AI, emphasizing the importance of diffusing AI withi...
In a panel-style discussion, John Collison hosts Zach Abrams and Henri Stern to discuss stablecoins, their current applications, and future potential. They explore use cases like cross-border payments, treasury management for companies like SpaceX, and the emergence of neobanks leveraging stablecoins. The conversation ...
In this interview, Dan Sundheim, a top hedge fund manager at D1 Capital, discusses his investment strategies and experiences with John Collison and Daniel Gross. He shares insights into D1's investment approach, which combines fundamental analysis with a long-term horizon in both public and private markets. Sundheim re...
Shopify's Tobi Lütke discusses the evolution and future of e-commerce, emphasizing the importance of internal tools, embracing change, and focusing on solving problems rather than perfecting solutions. Tobi highlights Shopify's internal system, GSD, as a key tool for managing projects and fostering internal communicati...
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