This week we dig into how much of the economy is built on friction, and what happens when AI agents start removing it. Also: why students are so gloomy about AI, Vanity Fair’s New Establishment list and who gets to confer legitimacy on tech, a vibe-coded Adobe replacement, the race for the new home page, and Troy comes around on Kia.
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Chapters:
01:25 Vanity Fair and Tech Legitimacy
07:46 Students Fear the AI Future
27:28 Software Moats and Copycat Culture
34:28 Friction Economy Disrupted
41:37 One Agent New Homepage
49:28 Distillation China
54:48 Good Product
