The Frontier Curator
Your sources. Your signal. Your price.
All-In with Chamath, Jason, Sacks & Friedberg
3 episodes this week
Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome
Mar 3, 2026
- Dalio argues democracy struggles to support effective leadership.
- He connects modern issues to historical cycles of decline.
- The need for swift, efficient governance complicates political stability.
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
Feb 28, 2026
- Markets have shifted from asking "when" AI disrupts cash flows to "if" they survive at all, collapsing software valuations
- A viral Substack fanfiction post about a 2028 AI "death spiral" triggered Monday's rout, revealing how fragile sentiment has become
- SaaS companies face an existential repricing as investors demand massive margins of safety, crushing the stock-based comp model that powers tech talent
Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
Feb 20, 2026
- The arrest of Prince Andrew raises questions about elite accountability.
- Different perspectives reveal the complexity of the Epstein narrative.
- The interplay of finance, technology, and elite networks is critical to understanding Epstein's power.