Politics 101, Prediction Markets Win, Apoorva on Instacart's Acq, FOGO, Alex Spiro Joins
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.
- Quinn Emanuel trial partner Alex Spiro argues that the human brain cannot decipher the modern surge of digital noise, bots, and deliberate disinformation. Read →
- Traversal builds an AI site reliability engineer that diagnoses system collapses at Fortune 500 enterprises like American Express and PepsiCo. Read →
- 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 →
- Voters passed data center moratoria in 43 out of 44 local ballot measures during the 2026 midterms, locking up permitting nationwide. Read →