Bitso's $12B secret: most of it is remittances, not trading

Cursor's 30,000-engineer claim and Nvidia's telling silence

A two-year-old startup valued at $9.9 billion claims nearly every Nvidia engineer uses its AI code editor. Nvidia has said nothing to confirm it. The episode examines what unverifiable marketing claims reveal about the AI coding tool gold rush and the fragile economics of developer tooling. More episodes at d33ply.xyz

Forbes and the mogul myth: 20 interviews, 100 years, zero hard questions

From Henry Ford in 1928 to Elon Musk in 2003, Forbes has offered America's wealthiest entrepreneurs a platform to craft origin myths unchallenged. An examination of how access journalism doubles as a credentialing machine — and who absorbs the cost. More episodes at d33ply.xyz

Bitso's $12B secret: most of it is remittances, not trading

Bitso has processed over $12B in transactions across Latin America, but the bulk of its volume comes from cross-border remittances and currency hedging — not speculation. An examination of how a Mexico City crypto exchange became financial infrastructure for a region where 57% of adults lack bank accounts, and whether that parallel system can hold. More episodes at d33ply.xyz

OpenAI's conscience was a nonprofit. Now it's a Pentagon contractor.

Between 2023 and 2025, OpenAI deleted its weapons prohibition, appointed a former NSA director to its board, and deployed ChatGPT on classified military networks. The trajectory from AI safety nonprofit to defense partner traces a $40 billion incentive structure that made each step feel inevitable. More episodes at d33ply.xyz

Artemis and the case for the Moon as Mars rehearsal

NASA's Artemis program frames the Moon not as a rival destination to Mars but as a prerequisite — a proving ground three days from Earth where life-support failures remain survivable. The logic rests on physics, biology, and resource engineering that Mars-first advocates tend to underestimate. More episodes at d33ply.xyz