Podcast
Never Sell
Conversations with founders, builders, and investors about durable companies, markets, and long-term ownership.
Original sourceScuttleslops, OpenAI valuation, Ryan Specialty
This episode starts with a debate over Scuttle Slops, an AI-assisted summary product, and the ethics of using AI in public writing. It then moves into a detailed OpenAI valuation model and a deep dive on Ryan Specialty, specialty insurance cycles, and whether AI threatens insurance brokerage moats.
Big Tech earnings, S&P and Moody’s, AI
The episode examines how AI may reallocate enterprise budgets, compress labor demand, and reshape productivity measurement, with token usage proposed as an emerging proxy. It also digs into Big Tech earnings, hyperscaler bargaining power, and an AI-defensibility framework for Moody’s and S&P.
AI Doom, Veeva, Research and Writing
The episode examines AI disruption risk in software, with a focus on why Veeva may be better insulated than generic SaaS names. It also turns into a practical discussion of writing craft, arguing that human voice and judgment still matter more than AI-generated polish.