will tell my children this is when the nation healed
Neuralink’s first product is called Telepathy.
It enables high-speed communication with computers or humans simply by thinking. Output bandwidth will vastly exceed the fastest human speech or typing in a few years. Read that sentence again.
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Shopify CEO @tobi explains how an AI agent like Meta's Muse, can grow more valuable to you every day while its maker earns only basis points.
AI agents won’t earn 2% of what you buy, only a tiny fraction of 1%.
"People are spending money inefficiently... I think the world is not as optimized as people think, and agents can help people save money"
However, basis points pay at network scale. for context, Visa earned $40B of net revenue in fiscal 2025, about 29 basis points of its $14T in payments volume. Visa proves tiny fees can make billions, but only because trillions of dollars flow through it
An average US household spends $81,905 a year, and 0.29% of all of it is about $235.
Your agent can be worth a lot to you while earning its maker about $235 a year from you, at most.
The savings stay with you, and the maker needs tens of millions of users to make the math work.
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I use Granola all the time for meetings. VERY useful that now I don't need another app for dictation! I've been using voice typing all day on my Mac, and it just works.
Granola now does voice typing. Unlimited words, for free.
Granola already writes your meeting notes. Now it can do the typing for you, in any app.
How will personal AI agents make money? Shopify CEO @tobi:
"These agents are of tremendous value. Once you have this set up, the money you would have to pay someone to agree that they can never use their Muse again is increasing by the day. There's sort of a reverse-money test.
You're not going to get 2% [of transactions]. Welcome to the world of basis points.
This is one of those areas where I'm just honestly not concerned. There's going to be so much exchange of value here... There are opportunities to monetize, and maybe it's going to go in a way like electricity metering in the background, or maybe it's going to be in a way like transaction flows. Maybe it's going to do all of those things.
People are spending money inefficiently... I think the world is not as optimized as people think, and agents can help people save money"
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Tobi Lütke on the AI agent revolution and future of Shopify
@tobi on where agent commerce is headed, sci-fi becoming reality, and his GPU wine cellar.
Why did Amazon block Meta's Muse but Shopify welcomed it? I sit down with Tobi in Toronto to discuss why the companies are taking different approaches to agents and how shopping changes when AI starts buying things on your behalf.
He explains the early AI shopping behavior he’s seeing. We also get into why he thinks AI makes starting a business easier, the backlash against the technology, and why everyone will eventually have to embrace it to get ahead in their careers.
We get into how AI agents will make money, who pays when they handle a purchase, and why advertising gets complicated when your assistant is supposed to work for you. We discuss his experience on Meta’s board and working with Mark Zuckerberg.
Lütke also shares why he turned his wine cellar into a GPU server rack and how he uses his personal AI agent that runs entirely from his house.
This is one of my favorite pods I've ever done.
Timestamps:
00:00 Amazon blocks Muse
02:40 Shopify's approach to AI agents
07:00 How AI agents will change shopping
11:05 Sci-fi and tech optimism
17:57 Zero-sum thinking vs. abundance
21:20 AI backlash and the founder advantage
45:28 Building an AI-first Shopify
52:18 Who profits from agentic commerce?
01:03:22 How Shopify stays ahead
01:10:39 Advertising and discovery in the agent era
01:16:02 Rack, Cellar, and Claw
Links:
Spotify:
Substack:
YouTube:
Apple Podcasts:
This episode's presenting sponsor is @hyperagentapp
Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury
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Gerry Cardinale’s RedBird and Guy Oseary’s Sound Ventures Team on $1 Billion Fund Targeting Tech, Media and Culture Investments via @variety
RedBird Capital and @guyoseary's Sound Ventures are teaming up to invest $1B.
They'll back companies where tech, media and culture meet.
Sound and its partners have backed Airbnb, Anthropic, OpenAI and Uber.
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BREAKING: Gerry Cardinale’s RedBird and @guyoseary’s Sound Ventures partner on a $1B fund
Super excited to be partnering with the Redbird team to put $1 billion more towards backing awesome companies
Some news today: Gerry Cardinale is a friend and someone I’ve admired and respected for a long time. I’ve witnessed firsthand how in just 12 years he has built RedBird from an idea into something truly special. A powerhouse of a platform.
Today, I’m honored to announce a $1 billion partnership between RedBird and Sound Ventures. This partnership will allow me to do more of what I love most, backing the greatest visionaries in the world.
Gerry, Hamid Biglari, Robert Klein, Julia Wittlin and the entire RedBird team share our passion for innovation and our ambition to partner with the people shaping the future.
My partner Effie and I along with the entire Sound team are excited for this partnership.
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Well done @alexeheath!
@Tobi on why Shopify welcomed agents and what happens when AI starts buying on your behalf.
Bonus: how he turned his wine cellar into a GPU rack and calls it consulting his inner 16 year old 🤣
Worth the watch.
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Shopify CEO @tobi synced his OpenClaw with his Fitbit and asked it to identify his most stressful meetings. He then told the people involved. "They didn't think it was funny."
Tobi Lütke on the AI agent revolution and future of Shopify
@tobi on where agent commerce is headed, sci-fi becoming reality, and his GPU wine cellar.
Why did Amazon block Meta's Muse but Shopify welcomed it? I sit down with Tobi in Toronto to discuss why the companies are taking different approaches to agents and how shopping changes when AI starts buying things on your behalf.
He explains the early AI shopping behavior he’s seeing. We also get into why he thinks AI makes starting a business easier, the backlash against the technology, and why everyone will eventually have to embrace it to get ahead in their careers.
We get into how AI agents will make money, who pays when they handle a purchase, and why advertising gets complicated when your assistant is supposed to work for you. We discuss his experience on Meta’s board and working with Mark Zuckerberg.
Lütke also shares why he turned his wine cellar into a GPU server rack and how he uses his personal AI agent that runs entirely from his house.
This is one of my favorite pods I've ever done.
Timestamps:
00:00 Amazon blocks Muse
02:40 Shopify's approach to AI agents
07:00 How AI agents will change shopping
11:05 Sci-fi and tech optimism
17:57 Zero-sum thinking vs. abundance
21:20 AI backlash and the founder advantage
45:28 Building an AI-first Shopify
52:18 Who profits from agentic commerce?
01:03:22 How Shopify stays ahead
01:10:39 Advertising and discovery in the agent era
01:16:02 Rack, Cellar, and Claw
Links:
Spotify:
Substack:
YouTube:
Apple Podcasts:
This episode's presenting sponsor is @hyperagentapp
Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury
Show more
Tobi Lütke on the AI agent revolution and future of Shopify
@tobi on where agent commerce is headed, sci-fi becoming reality, and his GPU wine cellar.
Why did Amazon block Meta's Muse but Shopify welcomed it? I sit down with Tobi in Toronto to discuss why the companies are taking different approaches to agents and how shopping changes when AI starts buying things on your behalf.
He explains the early AI shopping behavior he’s seeing. We also get into why he thinks AI makes starting a business easier, the backlash against the technology, and why everyone will eventually have to embrace it to get ahead in their careers.
We get into how AI agents will make money, who pays when they handle a purchase, and why advertising gets complicated when your assistant is supposed to work for you. We discuss his experience on Meta’s board and working with Mark Zuckerberg.
Lütke also shares why he turned his wine cellar into a GPU server rack and how he uses his personal AI agent that runs entirely from his house.
This is one of my favorite pods I've ever done.
Timestamps:
00:00 Amazon blocks Muse
02:40 Shopify's approach to AI agents
07:00 How AI agents will change shopping
11:05 Sci-fi and tech optimism
17:57 Zero-sum thinking vs. abundance
21:20 AI backlash and the founder advantage
45:28 Building an AI-first Shopify
52:18 Who profits from agentic commerce?
01:03:22 How Shopify stays ahead
01:10:39 Advertising and discovery in the agent era
01:16:02 Rack, Cellar, and Claw
Links:
Spotify:
Substack:
YouTube:
Apple Podcasts:
This episode's presenting sponsor is @hyperagentapp
Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury
Show more
Sundar Pichai on the future of Waymo and the possibility of ever selling Waymo cars directly to people:
"We are so far from a zero-sum construct. It's so early, and the opportunity space seems so vast to me, with so many applications for autonomous driver technology. I expect Waymo to work in a myriad of ways, including with other partners, and I expect those partners to do very well as companies on their own too. I'm very, very bullish on all of that.
The Waymo team is very, very focused on scaling up what they are doing. We just crossed half a million paid rides per week, and the team is razor-focused on scaling that up. The Toronto launch is coming, along with 10 new cities this year.
The next 12 months are going to be more of it in international markets, in other weather conditions, on highways, and everywhere. We are scaling up with this high safety bar we already have, driving with 95% fewer serious crashes compared to regular driving.
The underlying technology we are building is so general that it has all the option values you're talking about built on top of it... If you've looked at us as a company, you've seen us build Android and mobile, even in the AI ecosystem, where we partner with a wide variety of companies. I think we will always work with the ecosystem, and I think there'll be plenty of growth for everyone."
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Sundar Pichai on Gemini 4 and the AI compute crunch
Even Google can’t get enough compute. I sit down with Google and Alphabet CEO @sundarpichai shortly after the wider release of Gemini 4 Argon to discuss its early reception, where he still wants the model to improve, and what it takes to keep Google at the frontier of AI.
Pichai explains the recent leadership shakeup at Google DeepMind and why building frontier models has become an “all-consuming” job. We also get into Google’s answer to the personal agent race, how he predicts Gemini will do more work on your behalf, and whether agents will finally bring Search, Gmail, and Gemini together.
I ask him about Google turning free cash flow negative, the risks in the AI infrastructure buildout, and how he plans for demand years before knowing what the models will be capable of. He explains the signals giving him confidence to keep spending and how he uses AI agents to follow model development and compute usage inside Google.
Timestamps:
00:00 Gemini Argon launch reception
01:49 Model access and safety
06:20 The AI model race
08:35 Agentic breakthroughs and 2027
11:34 Recursive self-improvement
15:41 DeepMind leadership changes
19:52 Google's AI compute investments
25:20 Is AI spending sustainable?
33:18 How Sundar uses AI agents
35:35 Gemini's personal agent plans
38:37 How AI agents change the web
43:52 Google's space data centers
47:38 Waymo's expansion strategy
50:26 Wing's drone delivery plans
51:36 AI safety and regulation
55:58 Google's quantum computing bet
YouTube:
Spotify:
Substack:
Apple Podcasts:
This episode's presenting sponsor is @hyperagentapp. Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury.
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@vladtenev sat down with @alexeheath on Sources two weeks before @RobinhoodApp reports tonight. 3 lines that stuck with me:
1. on stock tokens with no voting rights: "the cat's out of the bag. this is not reversible."
2. stock tokens are live in 120+ countries. his pitch to issuers: it "creates net new buying of their stock from a global market."
3. 100,000+ customers already onboarded to robinhood's ai agent trading.
what i'm watching on tonight's call:
- does robinhood chain get its own line, or stay a footnote
- stock token count and volume, vs ~200 tokens he cited last month
- a real usage number for agent trading
what would you ask vlad?
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Peter is not only a good human and product builder but also an above average shitposter
Amazing news for this app!
I’m joining the team at @X to lead Product.
I am a huge believer in @SpaceX's mission to extend human consciousness to the stars, so it’s time to make shitposting multiplanetary.
X is the best way to find out what’s happening in the world right now and talk about it. The team has been working tirelessly to make X a better place and product for the people who love it, and many have noticed the recent momentum. My goal is to help accelerate that momentum for our community, new users, and businesses globally by continuing to make this product beautiful and useful.
We are twenty years in, but it truly feels like X’s next chapter will be our greatest. I look forward to your ideas and feedback; I’m sure the replies will be measured and magnanimous.
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We’re in the early days of AI and there’s still a lot to be built. Great conversation with @alexeheath on Sources, live at @Snapdragon Summit. We covered AI smartphones, wearables, data enter and 6G.
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How Sundar Pichai uses AI to run Google:
"I have agents running internally for me... There are all these chat groups: pre-training, mid-training, post-training data, etc. It could easily take me an hour a day to catch up on what's happened in the last 24 hours, but now I have agents running that summarize and bring that information to me. I can still go deeper, and I do so often.
Similarly, there are agents with telemetry into our compute usage, product areas, efficiency, and utilization, and they are giving me inputs and insights."
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Sundar Pichai on Gemini 4 and the AI compute crunch
Even Google can’t get enough compute. I sit down with Google and Alphabet CEO @sundarpichai shortly after the wider release of Gemini 4 Argon to discuss its early reception, where he still wants the model to improve, and what it takes to keep Google at the frontier of AI.
Pichai explains the recent leadership shakeup at Google DeepMind and why building frontier models has become an “all-consuming” job. We also get into Google’s answer to the personal agent race, how he predicts Gemini will do more work on your behalf, and whether agents will finally bring Search, Gmail, and Gemini together.
I ask him about Google turning free cash flow negative, the risks in the AI infrastructure buildout, and how he plans for demand years before knowing what the models will be capable of. He explains the signals giving him confidence to keep spending and how he uses AI agents to follow model development and compute usage inside Google.
Timestamps:
00:00 Gemini Argon launch reception
01:49 Model access and safety
06:20 The AI model race
08:35 Agentic breakthroughs and 2027
11:34 Recursive self-improvement
15:41 DeepMind leadership changes
19:52 Google's AI compute investments
25:20 Is AI spending sustainable?
33:18 How Sundar uses AI agents
35:35 Gemini's personal agent plans
38:37 How AI agents change the web
43:52 Google's space data centers
47:38 Waymo's expansion strategy
50:26 Wing's drone delivery plans
51:36 AI safety and regulation
55:58 Google's quantum computing bet
YouTube:
Spotify:
Substack:
Apple Podcasts:
This episode's presenting sponsor is @hyperagentapp. Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury.
Show more
Sundar Pichai on Gemini 4 and the AI compute crunch
Even Google can’t get enough compute. I sit down with Google and Alphabet CEO @sundarpichai shortly after the wider release of Gemini 4 Argon to discuss its early reception, where he still wants the model to improve, and what it takes to keep Google at the frontier of AI.
Pichai explains the recent leadership shakeup at Google DeepMind and why building frontier models has become an “all-consuming” job. We also get into Google’s answer to the personal agent race, how he predicts Gemini will do more work on your behalf, and whether agents will finally bring Search, Gmail, and Gemini together.
I ask him about Google turning free cash flow negative, the risks in the AI infrastructure buildout, and how he plans for demand years before knowing what the models will be capable of. He explains the signals giving him confidence to keep spending and how he uses AI agents to follow model development and compute usage inside Google.
Timestamps:
00:00 Gemini Argon launch reception
01:49 Model access and safety
06:20 The AI model race
08:35 Agentic breakthroughs and 2027
11:34 Recursive self-improvement
15:41 DeepMind leadership changes
19:52 Google's AI compute investments
25:20 Is AI spending sustainable?
33:18 How Sundar uses AI agents
35:35 Gemini's personal agent plans
38:37 How AI agents change the web
43:52 Google's space data centers
47:38 Waymo's expansion strategy
50:26 Wing's drone delivery plans
51:36 AI safety and regulation
55:58 Google's quantum computing bet
YouTube:
Spotify:
Substack:
Apple Podcasts:
This episode's presenting sponsor is @hyperagentapp. Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury.
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