The Most Interesting Thing in AI

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The Case Against the AI Bubble - Azeem Azhar with Nicholas Thompson

September 23, 2026

Among the many eye-popping numbers of the AI industry—from trillions in investments to billions in spending—one stands out: $0 in profit among leading AI companies. According to Bloomberg, “never before has so much money been spent so rapidly on a technology that, for all its potential, remains largely unproven as an avenue for profit-making.” That imbalance, and the industry’s reliance on circular financing, has led to fears of a bubble. But those concerns are overblown, according to Azeem A...

The Future of Economic Power - Circle’s Jeremy Allaire with Nicholas Thompson

September 16, 2026

Technological waves often arrive with a promise. The internet was going to democratize information. Blockchain was going to decentralize power. Now, AI's boosters say it will bring unprecedented prosperity. Few people are better positioned to speak to that possibility than Jeremy Allaire. As the CEO of the fintech company Circle—issuer of the USDC stablecoin—and a longtime internet entrepreneur, Allaire has been at the center of the first two technological waves. With AI, he says we’re going...

The Race to Superintelligence - Richard Socher with Nicholas Thompson

September 09, 2026

As AI’s capabilities improve, reports of “rogue” agents and misaligned systems are becoming more frequent. In response, some activists, academics, and politicians have called for a pause in development, warning of the dangers that superintelligent AI could pose. But Richard Socher, the CEO of AI startup Recursive as well as the AI search engine You.com, sees another path. In his new book, The Eureka Machine, Socher lays out his vision for how self-improving AI could lead to breakthroughs in s...