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We decode tech & market signals together - so you can operate, invest, & decide better.
Every week, we pick one topic - a company or startup everyone's talking about, a technology reshaping an industry, or a shift in how things are being built or bought. Bring your laptop.
Here's how it works:
6 pm - check-in. We kick off at 6.15 pm.
15-20 minutes - decode solo. Quiet research time. Dig into the news, the product, the tech stack, the data. No talking, just thinking.
35-40 minutes - decode together. We open the floor. What did you find? Where do you disagree? What's convincing, what's overhyped, what would change your mind? This is where judgment actually gets built - not from reading alone, but from testing your read against someone else's.
Last few minutes - wrap up.
You'll leave with a sharper read on the topic than you walked in with, & a few new perspectives you hadn't considered. That's the whole point.
This week's topic: a16z's new 'Machine Age' fund & AI hardware
a16z just launched a $1.1 billion "Machine Age" fund, betting that AI's next bottleneck isn't models - it's the physical stuff underneath them: chips, memory, data centers, robotics. We're decoding whether this is a smart contrarian shift for a software-focused firm, or a sign the AI hardware trade is getting crowded & late.
Come as you are - operator, investor, builder, or just someone who reads too much tech or business news & wants to discuss with smart people.
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