Will your favourite pharma players suffer greatly because of Trumps' proposed massive pharma tariffs?

Will embodied AI bring China ahead in the AI race vs the West?

Can Palantir's monster results continue or is the market already pricing in perfection with this company?

Michelle Martin and Arun Pai discuss geopolitics, innovation, and valuations.

From Trump’s jaw-dropping plan to slap 250% tariffs on pharmaceutical imports, to the growing rift in AI strategy with open vs closed models.

Michelle Martin and Arun Pai from Monk’s Hill Ventures connect the dots; Will Trump’s pharma gamble squeeze margins—or spark opportunity?

Is the AI Cold War creating investible divergence?

And is Palantir’s AI-fueled surge still worth chasing after a record-breaking quarter?

Plus, how Mark Cuban’s Cost Plus Drugs is rewriting the pharma playbook with radical price transparency.