What happens to the economy when population growth slows and productivity has to pick up the slack?
@MosesSternstein , Founder and CEO of Random Walk , joins Matei Zatreanu for a wide-ranging conversation on demographics, AI and automation, where all the infrastructure spending is going, how venture capital is changing, and what investors might be getting wrong about housing.
In this clip, they get into another side of the AI shift: as writing code gets easier, actually knowing how to code may become more valuable, not less.
Watch the full episode of The System2 Podcast: youtube.com/watch?v=2Za7jM0_…
Aug 17, 2026 · 5:58 PM UTC
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