Jonathan Thomas on the circular AI capex financing risk.

Jason Lemkin on the real agent threat to SaaS, not vibe-coding but autonomous build decisions.

Amelia Lerutte on Marketo's API being unfit for agentic workloads.

Jason Lemkin on the new bottleneck after build costs collapsed.

Jonathan Thomas on the active ETF secrecy myth being disproved.

Amelia Lerutte on the new leverage customers have over SaaS vendors after LLM-driven migrations.

David Hoffman on the buy-and-burn model's track record across leading 2026 projects.

Ray Dalio on talent vs. capital in investing.

Amjad Masad on cancellation as a choice rather than a fate.

Ray Dalio on his frugality despite immense wealth.

Sam Altman concedes that AI has been net job creating so far, against his own prior expectations.

Rory O'Driscoll on CFO pushback against doubling tech budgets without headcount reduction.