Stripe's Unbundling Strategy, What AI Means for Education, and 24-Hour Markets

On this week's episode of The Riff, Erik and Byrne discuss AI & education, Stripe's shift towards unbundling, and the possibility of 24 hour markets. Get Harmonic: Head to bit.ly/harmonicturpentine and make sure to mention Turpentine during your demo.
---
This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture - all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors - if you think that might be you and your company, email us at [e-mail].
---
SPONSORS: Harmonic | beehiiv
Harmonic: Learn why Craft, Bedrock, NEA and 100s more trust Harmonic’s data to source deals. Harmonic is the most complete startup database, finding new companies as soon as they incorporate and tracking them through IPO. Head to bit.ly/harmonicturpentine and make sure to mention Turpentine during your demo.
beehiiv: Head to beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝 Head to beehiiv.com and use code "MOZ" for 20% off your first three months
---
RECOMMENDED PODCAST: Autopilot explores the adoption and rollout of AI in the industries that drive the economy and the dynamic founders bringing rapid change to slow-moving industries. From law, to hardware, to aviation, Will Summerlin interviews founders backed by Benchmark, Greylock, and more to learn how they're automating at the frontiers in entrenched industries.
Listen on Spotify: open.spotify.com/show/6YQZkKH...
Listen on Apple: podcasts.apple.com/ca/podcast...
---
LINKS:
Byrne’s writing: thediff.co
---
X / TWITTER:
/ eriktorenberg (Erik)
/ byrnehobart (Byrne)
/ turpentinemedia (Turpentine)
---
For guest or sponsorship inquiries please contact [e-mail]
--
TIMESTAMPS:
(00:00) Intro
(00:22) The Impact of AI on Education
(02:50) Exploring AI's Role in Self-Directed Learning and Research
(05:39) Innovative Education Models and the Future of Schooling
(17:03) Sponsor: Harmonic | Beehiiv
(20:52) The Economics of Media: Paying for Content Consumption
(25:02) Meta's Metaverse Bet and Its Financial Implications
(30:31) Exploring the Complex Dynamics between OpenAI and Microsoft
(31:19) From the Printing Press to Android vs. Apple
(32:37) Data in AI Development and the Role of Open Source
(35:13) The Future of Ad-Supported Services and the Economics of Attention
(41:12) Unpacking the Potential and Challenges of Email Newsletter Ad Networks
(43:43) Investment Strategies and the Search for Asymmetric Opportunities
(50:39) Understanding the Unbundling Strategy in Business Models
(55:03) The Debate on 24-Hour Markets and Its Implications
(59:32) Wrap

[@raunakchhatwal5350]

Byrne's take on AI education is spot on. Interest and IQ are the bottleneck in math education and AI tutoring is not going to solve this.