Politics 101, Prediction Markets Win, Apoorva on Instacart's Acq, FOGO, Alex Spiro Joins
John Coogan and Jordi Hays react to the 2026 midterms and how well prediction markets called them, then talk with Instacart's Apoorva Mehta, lawyer Alex Spiro, Traversal's Anish Agarwal and writer Derek Blasberg.
The gist
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Kalshi was 81% accurate three months out and 95% when polls opened, as data center bans went 43 to 1.
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Coogan credits Pangram, now expanding into AI image and video detection, with flagging a fake mullet cat image he fell for.
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Apoorva Mehta says Instacart already saves people hours, so agents add more value as long-running assistants that learn context, mostly in enterprise for now.
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Alex Spiro expects AI to cut pointless middle litigation, and advises people to ignore online noise unless it causes real-world harm.
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Derek Blasberg argues in-person, touchable things like exhibits, coffee table books and live sports are gaining value as AI imagery spreads.
John Coogan uses it
"Pangram is expanding into image and video detection. They already saved me because I fell for the cat with a mullet, but Pangram was to the rescue and had identified that it was an AI."
▶ Play at 39:23What they recommend · 1 pick
"Pangram is expanding into image and video detection. They already saved me because I fell for the cat with a mullet, but Pangram was to the rescue and had identified that it was..."
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