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Recent Newsletters

Dell's AI Surge, SpaceX Spending, & SoftBanks's New Play

Jun 1, 2026

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4 min read

Dell's AI Surge, SpaceX Spending, & SoftBanks's New Play

Dell rides AI server demand, SpaceX pours billions into AI, NVIDIA backs home data centers, Groq fundraises, UK tests AI age checks, Uber weighs AI ROI.

Matthew Berman, +1

May 31, 2026

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8 min read

How To Build a SOTA Agent in 2026

“Tools are words. The agent is the bookwriter.”

Ethan Wang

May 29, 2026

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4 min read

AI Philanthropy, Wealth Taxes, & Claude Opus 4.8

AI philanthropy debate, Warren's AI tax push, Claude 4.8 reliability gains, Siri's AI overhaul, Google search-data betting case, AI film at Tribeca.

Matthew Berman, +1

Recent Interviews

Interviews

Thomas Dohmke on the Future of Coding Agents and Just-in-Time Software

Jun 16, 2025

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31 min read

Thomas Dohmke on the Future of Coding Agents and Just-in-Time Software

Why GitHub Copilot is now open source, and what comes next for developers in an agent-first world

Nick Wentz, +1

Interviews

Sundar Pichai on the Future of Google, Gemini, and Agent Memory

Jun 2, 2025

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12 min read

Sundar Pichai on the Future of Google, Gemini, and Agent Memory

Google CEO Sundar Pichai joins Matthew Berman to discuss the future of Gemini, self-improving AI, open agent protocols, and why smart glasses might be the ideal interface for personal intelligence.

Matthew Berman, +1

Interviews

Satya Nadella on the Future of AI, Agents, and the End of SaaS

May 22, 2025

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11 min read

Satya Nadella on the Future of AI, Agents, and the End of SaaS

Microsoft CEO Satya Nadella joins Matthew Berman to discuss the collapse of SaaS, rise of AI agents, the new software stack, and why intelligence is becoming a zero-cost commodity.

Matthew Berman, +1

Interviews

Inside GPT‐5: OpenAI’s Mark Chen on Reasoning, Synthetic Data, and the Future of General Intelligence

Aug 19, 2025

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5 min read

Inside GPT‐5: OpenAI’s Mark Chen on Reasoning, Synthetic Data, and the Future of General Intelligence

The Head of Research opens up about GPT‐5’s architecture, the role of synthetic data, and what comes next for OpenAI.

Matthew Berman, +1

Interviews

AWS CEO Matt Garman on Agents, Infrastructure, and the Future of AI Engineering

Aug 31, 2025

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17 min read

AWS CEO Matt Garman on Agents, Infrastructure, and the Future of AI Engineering

From custom silicon to agent workflows, Garman reveals how AWS is preparing for an AI-first future—without leaving humans behind.

Matthew Berman, +1

Interviews

Perplexity CEO on Building Comet Browser, Beating Google, and the Future of AI Agents

Jul 29, 2025

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24 min read

Perplexity CEO on Building Comet Browser, Beating Google, and the Future of AI Agents

The startup's bold move into browsers could reshape how we interact with the web, and challenge Google's dominance.

Matthew Berman, +1