The Feed & The Thread - March 27, 2026
We confront the uncomfortable reality that design debt is now as crippling as technical debt, a point Arin Bhowmick makes by showing how legacy decisions silently shape user belief in AI products. While Eoghan McCabe argues that vertical models offer durable differentiation, we also wrestle with th…
The 5 Companies Apple Must Buy
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Today’s show:
Wall Street suspects new Apple CEO John Ternus may do something predecessor Tim Cook almo…
Justin Kan & Brian Chesky: The Rejections That Built Twitch and Airbnb | E2344
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Today’s show:
Google once interviewed the entire Justin.tv (now Twitch) team and then walked away from an acqui…
From Nearly Bankrupt to $5B+ Revenue, with Ring Founder Jamie Siminoff
Jamie Siminoff built the first WiFi video doorbell in his garage, got rejected on Shark Tank, and nearly went bankrupt "at least four times" while growing Ring into one of the largest consumer hardware businesses in the world.
We talk about the $1.15B sale to Amazon, coming back to lead Ring after…
Inside The Startup Building Uncensored AI (Abliteration AI) | EP 2345
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Today’s show:
What can AI do with the guardrails OFF? Devon Thomas of Abliterati…
The Ex-DeepMind Researcher Taking On China’s Open Source AI
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Today’s show:
Misha Laskin of Reflection AI joins Jason to explain why big companies are done renting their AI from closed labs. Enterprises want to ke…
Flying Cars, OpenAI Spies, Why AI Isn’t Sticking (Superhuman CEO)
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Today’s show:
Today’s college grads are showing up to work at Jason’s company unable t…
Anthropic’s Money Machine, “Slop” Degrees & the Meat Proxy | TWiAI Ep 37
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Today’s show:
Anthropic’s S-1 is finally out and it’s a beast: $16.3 billion in revenue in the first half of this year, up from $1.2 billion in 2025. Plus a $1.6 billion adjusted operating profit!
Anthropic’s already at the…
Binance Hacked $6.3B Stolen, DoorDash Buys Instacart For $17B, Jake Newfield from Hermetiq, + More!
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Today’s show:
Binance lost an estimated $6.3 billion in the biggest…
Why a Do-Nothing Congress could be great for markets | E2359
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Today’s show:
Democrats took the House and Senate, and overnight trading suggested a huge market…
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