Alex Spiro: Ignore Online Outrage Until Real Money Moves
Alex Spiro explains why founders must ignore social media outrage unless it causes measurable damage like lost revenue or executive walkouts.
Politics 101, Prediction Markets Win, Apoorva on Instacart's Acq, FOGO, Alex Spiro Joins
With John Coogan, Jordi Hays, Apoorva Mehta, Alex Spiro, Anish Agarwal, Derek Blasberg · Thursday, November 5, 2026
John Coogan and Jordi Hays break down the fallout of the 2026 midterms, prediction market accuracy, data center moratoriums, and Elliott Management's warning of market FOGO. They interview Instacart co-founder Apoorva Mehta on building durable marketplaces and AI hedge fund Abundance, Quinn Emanuel partner Alex Spiro on high-stakes litigation and social media crisis management, Traversal CEO Anish Agarwal on AI site reliability engineering, and Derek Blasberg on photographer Richard Avedon's enduring fine art legacy.
Key takeaways
- Quinn Emanuel trial partner Alex Spiro argues that the human brain cannot decipher the modern surge of digital noise, bots, and deliberate disinformation. Read more →
- Traversal builds an AI site reliability engineer that diagnoses system collapses at Fortune 500 enterprises like American Express and PepsiCo. Read more →
- Elliott Investment Management, an $80 billion fund led by Paul Singer, warned in an October investor letter that nearly every alarm bell for a substantial bear market is ringing. Read more →
- Voters passed data center moratoria in 43 out of 44 local ballot measures during the 2026 midterms, locking up permitting nationwide. Read more →
4 articles from this episode
Anish Agarwal on Why Coding Agents Are Breaking Production
Traversal CEO Anish Agarwal explains why AI coding agents cause enterprise outages and how causal machine learning finds the real point of failure.
Paul Singer Warns Markets Face FOGO
Elliott Management warns that extreme debt and AI valuation hype could trigger an abrupt shift from FOMO to FOGO. Here is what founders should know.
Data Center Bans Hand AI Compute Share to Amazon
Data center bans swept the 2026 midterms 43 to 1. As credit tightens, neoclouds falter while Amazon expands AI compute.
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