Skip to main content

Explore Discussions

Join conversations that matter to you

Start a Discussion
Economy

Dan Dreyfus: America's Critical Minerals Crisis is Here

(0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from critical minerals (8:18) Copper's Rise: The next 18 years need as much as the last 10,000 (12:00) Dollar Debasement: $140T in debt and why hard assets win (13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis (19:10) How to invest in the commodity supercycle Follow Dan: https://x.com/dreyfd ...

United States
Join Discussion
Technology

Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage

(0:00) Bill Maris joins the Besties! (0:33) Four critical lessons from a career in technology (5:58) Building Google Ventures with data and machine learning (9:51) Why small VC funds beat big ones on average (14:36) OpenAI's valuation problem and the AI price war (19:09) AI's "Atari Stage": what comes next? (25:23) VC's broken incentives and the future of deep tech Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to cons...

United States
Join Discussion
Technology

Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what survives the AI wave? (14:06) If models become a utility, where will the money be made? (20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI (28:22) Palo Alto's M&A playbook and the path to $1 trillion Thanks to our partners for making this ...

United States
Join Discussion
Technology

Want to get a data center online quickly? Give it some flex.

At the end of a tense and scoreless first half of a soccer match between the English men’s team and rival Germany, millions of Brits let out a collective sigh and did what they so often do in moments of stress: They made tea. That wave of electric kettles clicking on, however, caused a different…

United Kingdom
Join Discussion