The show is now solo. The current run works through Fatal Abstraction one chapter at a time — the argument, the evidence behind it, and what it changes about decisions you are making now. Earlier episodes take on the biggest stories in business, finance, and AI, with the analytical depth most commentary skips.

Latest Episodes

Fatal Abstraction · Ch. 1

The Oldest Strategy Question: From Eden to AI

Every civilization has had to answer the same questions: what causes the outcomes we can’t fully explain, and what do we do about it?

Fatal Abstraction · Introduction

Why AI Changes Strategy

Why data without a causal model is just noise, how managing exclusively to a P&L destroys long-term value, and why executives must learn to think like AI — probabilistically and without ego.

Ep. 16

OpenAI's $21B Loss, the Anthropic Crackdown, and a Live AI Startup Teardown

OpenAI's $21B loss, the Anthropic crackdown, and a live AI startup teardown.

Ep. 15

SpaceX's Record IPO, Anthropic's Banned AI, and Apple's Next Gen AI Siri

SpaceX's record IPO, Anthropic's banned AI, and Apple's next-gen Siri.

Ep. 14

Anne T. Griffin: Sycophant CEOs, the SaaSpocalypse & AI Slop

A guest interview with Anne T. Griffin on sycophant CEOs, the SaaSpocalypse, and AI slop.

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