Latest episode · 05 NOV 2026
Why the AI Shovel Seller Looks Cheaper Than the AI Labs
Why does the AI shovel seller look cheaper than the AI labs buying its shovels?
Watch and read →Bet The Decade
One company. One decade. One bet.
We tell the story of a company, then fast-forward ten years. Every number has a source and a date.
How we research →Companies
Most covered
- SpaceXMedicine Made in Space: The 2035 Vision5 episodes
- NvidiaWhy the AI Shovel Seller Looks Cheaper Than the AI Labs4 episodes
- Cerebras SystemsEveryone Wants to Escape Nvidia. They All Use the Same Factory.2 episodes
- Constellation EnergyWhy Washington Is Betting Up to $5B on Old Nuclear Reactors2 episodes
- TeslaTerafab: Why Musk Needs His Own Chip Factory2 episodes
Themes
Where the decade is built
AI Power
AI runs on electricity. Who builds it, who pays for it, who gets paid.
EXPLORE → · 7 EPISODESChips & Fabs
The factories and parts that set the pace of the AI decade.
EXPLORE → · 6 EPISODES
Space
Rockets, satellites and what becomes possible when orbit gets cheap.
EXPLORE → · 5 EPISODES
Biotech
Gene editing, AI drug discovery and new ways to measure the body.
EXPLORE → · 5 EPISODES
Quantum
Can quantum computers be built like chips?
EXPLORE → · 1 EPISODESRecent episodes
Latest bets
- 05 NOV 2026Why the AI Shovel Seller Looks Cheaper Than the AI LabsChips & Fabs
- 04 NOV 2026Why Did the FDA Expand This Bladder Cancer Drug Early?Biotech
- 04 NOV 2026Why Unfinished Data Centers Look So Profitable on PaperAI Power
- 03 NOV 2026Why Is Healthcare Turning Into a Subscription?Biotech
- 03 NOV 2026Medicine Made in Space: The 2035 VisionSpace
- 03 NOV 2026Everyone Wants to Escape Nvidia. They All Use the Same Factory.Chips & Fabs
Follow the bet
New bets every week
Long films on YouTube, short takes on X.