@nicholas/things-i-like
In 2010, the U.S. and China were at parity in electricity generation. Today, China boasts triple our capacity. We’re at the vanguard of the AI revolution but falling dangerously behind in energy production. Scott Nolan has identified a key bottleneck in nuc...
Demis Hassabis, co-founder and CEO of Google DeepMind and 2024 Nobel laureate in chemistry for AlphaFold, joins Sequoia partner Konstantine Buhler at AI Ascent 2026 for a wide-ranging conversation about the path to AGI and what comes after. He explains why...
Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The N...
Sequoia Capital partners Pat Grady, Sonya Huang, and Konstantine Buhler make the case that the AI wave isn't just a revolution in communication like the internet or mobile, but a revolution in computation. Not faster horses, but cars—and the cars have final...
Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after. Described by The N...
Alex Zhang (Website, X, Instagram) is a cultural curator, community builder, and creative director. Currently, he's Chief Creative Officer of Powder Mountain, a where he's working with Reed Hastings to create a globally unique ski experience that combines art, architecture, and lots of fresh tracks.Alex loves people and curating spaces and experiences for them: whether that means parties, music festivals, or mountain towns. He joined Summit Series out of school, throwing large scale events around the world and working on Powder Mountain, a Utah mountain resort the ownership group had acquired.
Steph Ango aka Kepano (Website, X) is a designer, writer, entrepreneur,and toolmaker, best known as the CEO of Obsidian, a powerful and flexible writing and thinking tool. Steph's education is in biology and industrial design, but he is true multi-hyphenate creative, working across mediums including software, hardware, supply chain and packaging, words, wood, furniture, ink, color schemes, open-source systems, video, podcasts, and more. Above all, he makes tools—deeply opinionated ones—designed to reduce friction for himself and others in the act of creating. Steph joined Obsidian after initia
The UpshotIn this article, we review:US Economy and Job MarketLong Bond Yields: Secular Meets CyclicalTariff Revenue & Bond YieldsThe Housing Unlock?The Trump Admin’s Plan for Mortgage RatesMacro Trades IdeasIn our last Macro Memo, we predicted:The US economy and job market will continue to slow without breaking. [Yes]Overall inflation flat or lower despite tariff effects on goods prices. [Half Right]“The Powell Struggle” leads to fiscal - monetary convergence.Tariff uncertainty resolves [Half Right]The Fed to signal openness to rate cuts [Yes]Falling long yields to unlock ho
The UpshotIn this piece, we will cover:US Macro Reacceleration:AI productivity outweighs job cutsPro-growth policy and fiscal impulse ahead of midtermsLiquidity injections alleviate funding pressuresPowell claps backGlobal Instability Breeds Opportunity:Long oil & tankersDon-roe Doctrine winnersChina’s long march towards recoveryAnd of course… Our New Macro TradesUS Macro: Running HotWe find few reasons to be bearish on the US economy. The two biggest concerns of 2025 (tariffs and job creation) haven’t led to a broader slowdown. Rather, consumption and overall GDP data is acc
