Jamee Moudud on the Intellectual Roots of Zohranomics

NYC Mayor Zohran Mamdani has certain ideas that make mainstream economists' head explode. Anything in the ballpark of rent control, specifically, is widely derided by defenders of the orthodoxy. But how did the orthodoxy become the orthodoxy? And how did the heterodoxy become the heterodoxy? On thi…

A16Z's David George on How Private and Public Markets Fused Into One

This year could be a big one for IPOs. From Anthropic to SpaceX to OpenAI, we could see some gigantic companies hit the public market. But of course, the big story is that big, thriving companies feel less and less pressure to go public. In a different era, private giants like Databricks and Stripe…

Jared Sleeper on Which Software Companies Will Survive the "SaaSpocalypse"

The start of the year has been an absolutely brutal one for software companies. There’s a big fear that the rise of AI and advanced coding models will pull the rug out from this industry. But even before these AI fears, software companies were seeing their growth slow. So how does the business actu…

Ray Wang on How AI Is Causing DRAM Prices to Surge

For years, DRAM -- or Dynamic Random Access Memory -- was kind of a sleepy, commoditized aspect of chip industry. Growth was steady, but modest, and prices just generally drifted lower. Suddenly all that's changed. AI has created voracious demand for DRAM and consumer facing companies are being for…

The Sixth Bureau, Episode 1: Your Friend From Nanjing

It’s an open secret that the Chinese government has engaged in a global campaign to acquire intellectual property from foreign rivals. At the center of that campaign is the Ministry of State Security, China’s elusive intelligence agency. The US has apprehended hundreds of people accused of giving i…

Why Adam Posen Thinks Inflation Will Surge Back to 4%

The future is always tough to predict, but generally when it comes to inflation, a lot of the debate is about how long it will take the Federal Reserve to get back to its 2% target. In other words, people generally agree on the direction, but disagree on the speed. But our guest on this episode vio…

New CFTC Chairman Michael Selig on How to Regulate Prediction Markets

We are rapidly entering a world in which there are odds on virtually everything. During the recent Super Bowl, the big prediction market platforms didn't just offer bets on the game itself, but also on more exotic facets, such as the first song that Bad Bunny would sing, even who would join Bad Bun…

Ricardo Hausmann Explains How the Venezuelan Economy Collapsed

Ricardo Hausmann is a professor at the Harvard Kennedy School and the director of Harvard's Growth Lab. We've talked to him multiple times in the past about the necessary preconditions for economies to grow and thrive. But in addition to his academic work, Hausmann was previously a policymaker in V…

Evolving Money: The Tokenization Tipping Point (Sponsored Content)

In less than three years, the amount of tokenized real-world assets has grown eightfold, to more than $30 billion across equities, fixed income, private assets, real estate and more. And that’s just the start of the tokenization revolution, experts predict, because of four main drivers:  Increased …

Lots More With Charlie McElligott on This Week's SaaSpocalypse

This week has been a pretty wild one in markets. Some of the most popular trades of recent years — like going long software, crypto, or gold — suddenly collapsed. Of course, there are plenty of things you can point to as the proximate cause of the selloff. AI is now an existential threat to SaaS. B…