SHOW DIRECTORY
Cheeky Pint
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
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Muse Wonder: Zuckerberg and Wang's $100B AI
John CollisonMark ZuckerbergAlexandr Wang
Meta is making a $100 billion-scale infrastructure wager to return to the frontier with Muse Wonder, a larger model optimized for personal and professional agents, active memory, long-horizon focus and multimodality.Paid access, APIs, enterprise distribution, commerce and existing-business growth must fund the buildout, while resale or internal use partly hedges downside if models or AI disappoint.
What comes after smartphones, with Evan Spiegel of Snap
Snap enters 2026 near 1 billion monthly active users and net-income profitability, with consumer Specs launching after 12 years of investment to pair normal-glasses wearability with spatial-computer capabilities.With over two-thirds of new code AI-written, 25 million Snapchat+ subscribers, and direct revenue above $1 billion, cheaper software may increase the value of Snap’s distribution and proprietary hardware.
The world of voice AI, with Mati Staniszewski of ElevenLabs
John CollisonMati Staniszewski
ElevenLabs is building a more sales-led enterprise business, making the shift in customer mix a key signal for the company’s next phase.Its potential moat combines model architecture with proprietary prosody data, while cascaded agents may anchor complex workflows until conversational orchestration improves enough to support broader deployment.