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Recent Newsletters


China's Robot Boom, Claude Fable 5, & AI for Everyone

Jun 12, 2026

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5 min read

China's Robot Boom, Claude Fable 5, & AI for Everyone

China's robot race, Claude's tiered AI, public AI ownership, OpenAI's price war, Anthropic's AI jobs push, and Claude's policy reversal.

Matthew Berman
Nick Wentz
Matthew Berman, +1

Future of Work

+1

How Nancy Pelosi Got Me into AI Trading

Jun 11, 2026

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7 min read

How Nancy Pelosi Got Me into AI Trading

What happened when a complete investing newb let apps, politicians, and chatbots explain and trade the market.

Jonah Lipsitt
Jonah Lipsitt
AI Runaway Risks, SpaceX IPO, & Orbital Data Centers

Jun 11, 2026

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4 min read

AI Runaway Risks, SpaceX IPO, & Orbital Data Centers

Runaway AI sparks control fears, SpaceX bets on orbital AI and faces IPO scrutiny, AI satellites scale up, and China targets U.S. AI.

Matthew Berman
Nick Wentz
Matthew Berman, +1

Recent Interviews


Original

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
Matthew Berman
Nick Wentz, +1

Original

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
Nick Wentz
Matthew Berman, +1

Original

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
Nick Wentz
Matthew Berman, +1

Original

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
Nick Wentz
Matthew Berman, +1

Original

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
Nick Wentz
Matthew Berman, +1

Original

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
Nick Wentz
Matthew Berman, +1