Issue No. 29Sunday, July 19, 2026250 episodes · 1007 articles
The Throughline ↓
The Podcast Summary.

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The Throughline · Issue 29

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Issue No. 29 · Sunday, July 19, 2026AI · Tech · Business · Science · Culture · Private Equity · Archive
21 episodes this week · 82 articles across 13 shows
★ The Throughline · Issue 29

The $600K SaaS Replacement, AI's Physical Limits, and Agent Supervisors

Founders are canceling massive enterprise software contracts for custom AI builds, while physical energy constraints quietly put a ceiling on the hype.

01Custom AI agents are slaughtering traditional enterprise SaaS
02Energy and hardware constraints are quietly capping the AI boom
03AI is shifting human roles toward abstraction and supervision
Read the full Throughline · 6 min
6 min read · 9 podcasts · 61 articles · Sunday, July 19, 2026
★ Longitudinal Report · Quarter

The State Of: Q2 2026

What 15 top podcasts converged on and fought about in Q2 2026.

Read the report · 11 min
11 min read · 719 episode write-ups
ScienceHuberman Lab

How to Improve Your Memory & Cognitive Function at Any Age | Dr. Alan Castel

Andrew Huberman and Dr. Alan Castel discuss the reconstructive nature of memory and effective learning strategies, emphasizing the role of mistakes and active engagement. They explore the nuanced changes in memory across the lifespan, highlighting the impact of mindset, physical…

Andrew Huberman7 articlesJul 19

The rest of this week.

BusinessTBPN

Stripe x PayPal, Codex Micro, Saagar Enjeti Joins

This episode analyzes Stripe's rumored $53 billion bid for PayPal, examining its strategic rationale, cultural integration challenges, and other potential bidd…

Private EquityHow I Invest

Who Will Actually Make Money From AI?

Lucas Swisser, co-head of growth investing at CO2, discusses where value will accrue in the AI stack, between foundational models and application layers. He ch…

Private EquityM&A Science

M&A Playbook for High-Volume Acquisitions

Sean Rodri, an M&A and corporate development consultant with over 220 acquisitions, shares his practical operating model for scaling high-volume M&A programs.…

Private EquityHow I Invest

Why Billionaires Quietly Abandoned 60/40

This episode features Scott Abu Khair, CIO of Pinkus Capital Management, who discusses the complexities of calculating after-tax returns and how traditional in…

From last week's issue.

Issue No. 28 · Week of Sunday, July 12, 2026