AI Voices
Nicholas Carr
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Cassie Kozyrkov
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Linas Beliunas
- Turn Claude Sonnet 4.6 Into Financial Analyst That Never Sleeps 📊
- Coinbase in 2025: crypto’s toll booth operator is building a highway, but the traffic is cyclical 📈📉; Turns out, the real moat in AI Agents isn’t the model. It’s the insurance policy 🤖🛡️
- The Android of Commerce - How Google Is Building the Interface Between AI & Money 🤖💸
- Stripe just turned HTTP 402 into a cash register for AI Agents 🤖💳; Grab bought a US FinTech for $0.63 on the dollar, and both sides are celebrating 🤷♂️📈
- The First One-Person Unicorn and the Race to Own the AI Agent Layer 🤖🦄
- Stripe’s $140B price tag is IPO replacement, not IPO preview 🤑📈; The CFTC quietly made stables valid collateral for futures 😳🪙; MrBeast bought a bank for pennies on the dollar 🏦🐯
- Robinhood: the $4.5 billion revenue dark horse Wall Street still underestimates 🤷♂️📉; Shopify is the commerce OS that prints cash while building the rails for AI’s shopping revolution 🤖🛍️
- What to Build in 2026 🚀
Azeem Azhar
- 🫵 You already have an AI agent.
- Are we in charge of our AI tools, or are they in charge of us?
- 🔮 Entering the trillion-agent economy
- 📈 Data to start your week
- 🔮 Exponential View #561: Token scaling; frontier revenues; Spotify engineers; century bonds, T-cells vs Alzheimer’s & glass replaces silicon++
- 🎯 Magnitudes of intelligence
- 🔮 Building with agents
- 🔮 X-raying OpenAI’s unit economics