This Is The Point

Sheel Mohnot, Alex Kantrowitz
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News is everywhere. The point is harder to find. Each week, Founder/VC Sheel Mohnot and journalist Alex Kantrowitz break down the biggest stories in technology and business—helping industry leaders understand how to think about the stories shaping our world. Alex Kantrowitz is the founder of Big Technology, a newsletter that goes behind the scenes of Silicon Valley’s most powerful giants. He is the author of Always Day One: How The Tech Titans Plan To Stay On Top Forever. Sheel Mohnot is the co-founder and general partner of Better Tomorrow Ventures, an early-stage venture capital firm focused on fintech. Previously, he founded 500 Fintech and built multiple companies, including FeeFighters, which was acquired by Groupon. His investments include Ramp, Flexport, Albert, Unit, Kin, and Mercury.

Episodes

  1. 23 hrs ago

    OpenAI's $1.5 Trillion Plan Depends on Replacing You

    Two AI companies are about to be worth $3.5 trillion. So why does the math only work if AI replaces you? Live from HubSpot's Unbound conference in Boston, journalist Alex Kantrowitz and investor Sheel Mohnot dig into the IPO math behind the biggest numbers in tech: OpenAI at a $1.5 trillion valuation, Anthropic at $2 trillion — on a fraction of Meta's revenue. Sheel's case for why those prices pencil rests on one uncomfortable belief: to be worth trillions, these companies have to take budget from human labor, at scale. Smart bet, or bubble? Then: the OpenAI model that rewrote its own personality to stop answering to humans, the researcher warning the labs have quietly stopped reading their own code, why the people building AI are the ones most afraid of it, recursive self-improvement, robots and the return of "you'll have everything and be happy," whether China is really racing without brakes, the end of credit card points — and the debut of Aura Rankings, where Alex and Sheel rank the entire AI field by vibes. Watch the video version on YouTube: https://youtu.be/oHeW35L8SEI Follow the Hosts Alex Kantrowitz - https://x.com/Kantrowitz Sheel Mohnot - https://x.com/pitdesi Follow us Website: https://thisisthepoint.co/ X: https://x.com/thisisthepoint_ Instagram: https://www.instagram.com/thisisthepointpod/ New episode every Monday! This is the Point is a HubSpot Original Podcast Brought to you by HubSpot Media Production by Third Mind Editing by Ezra Bakker Trupiano

  2. Sep 14

    AI's Biggest Problem Isn't Intelligence. It's Trust.

    We have the smartest technology ever built — so why hasn't the economy moved? In the first episode of This is the Point, journalist Alex Kantrowitz and investor Sheel Mohnot go head-to-head on the biggest disconnect in tech: AI can solve Millennium Prize problems and pull $100B in revenue, but GDP growth is stuck at 1.7%. One critical take, one bullish take, and a running fight about what actually deserved your attention this week. In this episode: - The $100B AI revenue vs. flat GDP paradox - The Ramp data: are AI spenders really growing faster? - The AI jobs boom — 1M created vs. 200K lost - The Anthropic researcher who resigned: "gambling with our lives" - A conspiracy theory about why the doom talk keeps coming - Would a superintelligent AI even need us? - Meta's AI trust problem - Instinct's $2.5B bet and Google's fumble - Resy declares war on booking bots - Two stories the press got wrong: the Kenya outsourcing piece and the folding iPhone New episode every Monday. In partnership with HubSpot. Follow us: Website: https://thisisthepoint.co/ X: https://x.com/thisisthepoint_ Instagram: https://www.instagram.com/thisisthepointpod/ Hosts: Alex Kantrowitz — https://x.com/Kantrowitz Sheel Mohnot — https://x.com/pitdesi This is the Point is a HubSpot Original Podcast Brought to you by HubSpot Media Production by Third Mind Editing by Ezra Bakker Trupiano

  3. Sep 11 ·  Bonus

    The AI Job Apocalypse is Postponed. Here’s Why.

    The AI job apocalypse was supposed to be here by now. It isn't. In this first clip from "This Is The Point", tech journalist Alex Kantrowitz and VC Sheel Mohnot dig into the numbers everyone expected to show mass layoffs -- and found the opposite. "The Economist" estimates AI has created around 1 million jobs while destroying roughly 200,000. So is the apocalypse cancelled, or just postponed? Alex and Sheel don't agree on the answer. This Is The Point: We break down the week's news, giving you perspectives and analysis at the intersection of tech journalism and venture capital. Further Reading: https://www.economist.com/finance-and... Follow Us! Website: https://thisisthepoint.co/ X: https://x.com/thisisthepoint_/status/... Alex Kantrowitz X: https://x.com/Kantrowitz Sheel Mohnot X: https://x.com/pitdesi This is the Point is a HubSpot Original Podcast // Brought to you by HubSpot Media

  4. Sep 8

    Introducing... This Is The Point

    News is everywhere. The point is harder to find. Each week, Founder/VC Sheel Mohnot and journalist Alex Kantrowitz break down the biggest stories in technology and business—helping industry leaders understand how to think about the stories shaping our world.

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About

News is everywhere. The point is harder to find. Each week, Founder/VC Sheel Mohnot and journalist Alex Kantrowitz break down the biggest stories in technology and business—helping industry leaders understand how to think about the stories shaping our world. Alex Kantrowitz is the founder of Big Technology, a newsletter that goes behind the scenes of Silicon Valley’s most powerful giants. He is the author of Always Day One: How The Tech Titans Plan To Stay On Top Forever. Sheel Mohnot is the co-founder and general partner of Better Tomorrow Ventures, an early-stage venture capital firm focused on fintech. Previously, he founded 500 Fintech and built multiple companies, including FeeFighters, which was acquired by Groupon. His investments include Ramp, Flexport, Albert, Unit, Kin, and Mercury.

Information

  • Creator
    Sheel Mohnot, Alex Kantrowitz
  • Years Active
    2026
  • Episodes
    4
  • Rating
    Explicit