John Gruber, Kyle Kuzma, Brad Gerstner
This episode features in-depth discussions on Blue Origin's rocket failure, the complexities of enterprise AI adoption and its ROI, and Apple's strategic approach to AI with John Gruber. It also includes an interview with NBA champion Kyle Kuzma on his investment philosophy in tech and American Dynamism, and Brad Gerstner's market outlook on AI and semiconductors, concluding with a detailed look at his 'Invest America Act' to foster universal capital ownership.
- Enterprise AI costs are surging. Uncover how Jevons Paradox and Goodhart's Law reveal why your company's token spend might be out of control. Read →
- Brad Gerstner's Invest America Act, passed into law last July 4th, provides capital ownership accounts for 35 million children under 10, launching this July 4th. Read →
- Apple intentionally delays its entry into new technology categories, prioritizing being the "best" over being the "first," a strategy CEO Tim Cook has publicly affirmed. Read →
- Inspired by Kobe Bryant, Kyle Kuzma pivoted from traditional conservative financial advice to private market investments, seeking long-term equity over short-term endorsement deals. Read →