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TWS #036: AI Construction Boom / Prediction Markets / OAI's Code Red
+ The Intelligence Utility Problem and much more...
Dec 6
•
Barry Winata
1
2
The Intelligence Utility Problem
How to build when IQ is now on tap
Dec 5
•
Barry Winata
4
3
Why Storytelling is Alpha
A few months ago, I was speaking to a founder who was telling me everything that seemed textbook correct. The deck was super polished, the TAM was…
Dec 1
•
Barry Winata
1
1
November 2025
TWS #035: Waymo going exponential / Anthropic’s divergence / Genesis Mission / Renewables becomes the norm
+ why storytelling is alpha
Nov 28
•
Barry Winata
1
1
Beating NVIDIA, AI chips, and high-performing teams -- Peter Buckingham | #40
Peter Buckingham is the Senior VP of Software at D-Matrix - their aim is to complement AI chip giants such as Nvidia, whose chips are used to train AI…
Nov 23
•
Barry Winata
2
1:04:18
TWS #034: Gemini 3 Pro takes lead (for now) / Buffett’s final letter / AI‑cyber espionage / Blue Origin landing / Apple pivots to super…
+ the fragile future of AI apps and more...
Nov 21
•
Barry Winata
2
The Fragile Future of AI Apps
and what to do about it...
Nov 20
•
Barry Winata
1
3
Community Pulse Check #1
Thanks for joining us on this journey
Nov 19
•
Barry Winata
2
1
1
Garmin: Inside the strategy that brought a legacy brand back from near death
How does a company progressively increase in value year-on-year (minus a few pullbacks) into becoming a category definer, despite all the headwinds and…
Nov 16
•
Barry Winata
8
2
2
Are you Maker or a Taker?
I spent an hour (and maybe more) last night on my phone, and I can’t tell you a single thing I learned or really remembered from that hour.
Nov 14
•
Barry Winata
3
3
TWS #033: Is Apple floundering?; Are you a maker or taker?; Softbank unloads $$$ on Nvidia
+ DD: Garmin's strategic comeback, the rise of prediction markets, and spatial intelligence
Nov 14
•
Barry Winata
1
2
How Nvidia became Unstoppable
The subtle and early strategies that forged its path towards the most valuable company on Earth
Nov 9
•
Barry Winata
2
2
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