Insights

Edited long-form conversations from the Mossfire podcast: investor Raymond talks to founders, researchers and investors about what is actually happening inside frontier technology companies.

September 4, 2026

AI and Robots Will Change the World. Who Pays for It?

August 29, 2026

The Secondary-Private Market: Underwater Deals, LLM Shares, and 321 Companies Begging to Be Bought

August 28, 2026

Who Builds Anthropic and OpenAI? The AI Wave Behind 20,000 Résumés

August 24, 2026

Relay Stations · Cyber Smuggling?

August 17, 2026

After July, Interrogating the Last AI Bull

August 3, 2026

The Office Agent Wars: Why Can't Big Tech Build a Good AI Product?

August 1, 2026

The Golden Boy's Multi-Billion Blowup: AGI Faith Meets the Margin Call

July 21, 2026

The Open-Source Kill Line Has Risen; Passing Fable Is Only a Matter of Time

July 12, 2026

The AI Giants Are Buying Up Your Screen Recordings

June 28, 2026

Why Anthropic Won't Acquire Cursor

June 23, 2026

Saylor Started MicroStrategy's Fire Himself

June 10, 2026

You're Not Buying a Company, You're Buying a Ticket to Mars

June 2, 2026

The World Now Studies China the Way China Once Studied America

May 24, 2026

From Dollar Funds to RMB Funds: A New Paradigm for Tech Investing?

March 24, 2026

Are Exported Tokens Cyber Power Theft? And Why Can't America Build a Grid?

February 2, 2026

In the AI Era, Taste May Be Venture Capital's Last Line of Defense

July 7, 2025

Tomorrow's Technology Is in China, Tomorrow's Market Is in Africa