What I Am Reading:

The AI Dollar Thesis
 This article explores the convergence of AI and the U.S. dollar, discussing how U.S. tech companies exporting AI globally may reinforce the dollar's dominance. It offers an interesting thesis that blends macroeconomics and innovation, highlighting why software (especially AI) might become America's most important export.

Economic Uncertainty Has Never Felt This Uncertain
 A Bloomberg Opinion piece that dissects the layered complexities of today’s economy. It breaks down why markets feel off balance even when data points appear solid and how uncertainty itself is being redefined.

What I Am Listening to:

To Make Better Decisions, Think Like a Venture Capitalist
 This HBR IdeaCast episode discusses the decision-making frameworks used by VCs and how those methods can help anyone—whether running a business or managing a career—make smarter, more objective choices.

Garry Tan on The Knowledge Project
 Garry Tan, President and CEO of Y Combinator, shares his path from founder to investor, his views on startup grit, and how to build resilient companies. A deep dive into lessons from Silicon Valley and beyond.

Let Me Convince You to Save Money
 Morgan Housel makes a compelling case for long-term saving and financial patience in this solo episode. It’s a blend of storytelling and timeless advice around behavioral finance and personal discipline.

What I Am Watching:

The Physical Turing Test: Jim Fan
Nvidia's Director of AI Jim Fan introduces the concept of the Physical Turing Test and explains how simulation at scale will unlock the future of robotics. Learn about digital twins, digital cousins, and digital nomads in this groundbreaking talk from AI Ascent 2025.

For First Time, Researchers Use Artificial Intelligence to Build a Robot
 CBS reports on a scientific breakthrough where AI was used not just to control but to design a working robot from scratch. It’s a glimpse into the future of AI-driven engineering and physical automation.

Bloomberg: The China Show
 A data-driven analysis on the state of China’s tech economy, manufacturing shifts, and global influence. This Bloomberg segment is a valuable lens on China’s evolving strategic posture.

Uncapped: Josh Kopelman
Josh co-founded First Round Capital, which has invested at the earliest stages in companies like Square, Uber, and Roblox. Some of Josh’s more recent investments include Notion, Pomelo Care, Loyal, and Perpay. Since First Round’s inception in 2004, Josh has invested in 500+ startups and has frequently made the Forbes “Midas List” which ranks the top 100 tech investors.