The Leverage Podcast

it all comes down to Elon Musk.

Subscribe to my Substack: http://www.gettheleverage.com [http://www.gettheleverage.com]SpaceX is one of the most ambitious and historically important companies ever built… and a potentially wildly overvalued stock investment. In this episode, we explore the history of SpaceX and what you need to understand about their IPO.TIMESTAMPS:00:00 SpaceX Vision vs Stock04:36 Grit Becomes Culture05:47 S1 Fantasy Markets08:09 The Business Breakdown10:17 Why It Might Work?13:06 The Muskian Multiple14:54 AI Hype And Vibes17:09 Key Man Risk

What Happened to Designers Is Coming for Every Knowledge Worker

Subscribe to my Substack: http://www.gettheleverage.comDesigners used to be the monarchs of software. Now they're being squeezed out of existence. It's not just them.In this episode, I break down how AI has automated both sides of the design workflow, what that's done to hiring, and what this means for every knowledge worker right now.YouTube Chapters:00:00 — Designers Used to Run the Show01:15 — How AI Automated Both Sides of Design02:30 — The Data: Design Hiring Has Flatlined03:57 — The Three AI Workflow Paradigms06:06 — Node-Based Systems and the New Design Stack07:08 — "Designers Are Basically Just Cops Now"08:23 — What AI-Native Companies Actually Want From Designers09:05 — The Real Question: Could This Happen to You?09:40 — The Two Roles That Survive: Junior Execution and Taste Executive12:20 — Evan's Personal Fear and Why He Made This Video12:56 — The Only Choice You Have Left

Tim Cook is Out As Apple CEO... Here's What Everyone Is Misunderstanding.

Subscribe to my Substack: http://www.gettheleverage.com [http://www.gettheleverage.com]There's a great contradiction of Tim Cook as maybe the best CEO of the last decade, and also maybe the one who has set Apple up to fail.He just announced his retirement. He's gonna step down in September. You're going to see two types of commentary about Tim Cook. One is that he is a genius who created so much value. The other is that Apple's product was bad and never innovated. What I'm here to tell you is that both of these people are actually wrong. The answer is weirder than you might think. Timestamps: 00:00 Tim Cook Is Retiring 01:36 Apple Silicon Masterstroke 02:43 Where Apple Thrived 05:33 Tim Cook Is An Operator, Not A Visionary 06:05 Apple Car and the Vision Pros 10:20 Where Apple Intelligence Went Wrong 12:13 Why Apple Lost the Narrative 14:24 The Next CEO's Opportunity

The Real Reason Claude Mythos Should Alarm You

Every law, every investment thesis, every AI-related career is built around the assumption that we can forecast where these models are going to go, that we'll be able to control them, understand them, and therefore build and invest appropriately.But Claude Mythos shows that the more capable these models get, the worse we are at understanding what is going on. So we need to talk about what the model is and what it can do before we can talk about the implications of it. Subscribe to my Substack: http://www.gettheleverage.com Timestamps00:00 Hype Versus Reality 00:49 Meet Mythos Model 01:48 Cybersecurity Shockwave 02:44 Benchmarks Are Breaking 04:49 Model Taste And Vibes 05:49 Why Mythos Improved 07:09 Recursive Acceleration Fears 08:55 Career Impact Syndrome 10:59 Company Productivity Bottlenecks 12:32 Prepare For The Shift

Google's New AI Model Changes Who Actually Controls AI

https://www.gettheleverage.com/ [https://www.gettheleverage.com/]- Update your information diet and perspective on technology markets with my weekly newsletter.Within two years, your laptop will run an AI as smart as the one that you're paying $200 a month for. That changes the power dynamics of who makes money in the AI industry, what power individual consumers have, and even how computing itself works. Timestamps: 00:00 The Future of AI 01:22 Gemma 4's Breakthrough 02:45 TurboQuant Memory Compression 04:07 From Data Centers To Devices 06:02 Who Wins Economically? 07:38 Cloud Providers Still Matter 08:56 Privacy And Sensitive Use 10:23 The Risk 12:15 Final Thoughts