Leo Kelion
speaker
268 appearances
3 recordings
1 series
first heard Jun 2026
last heard 4 Aug
Leo Kelion’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.
Appearances
I imagine for many investors, that might have been a leaping off point to thinking about AI as an entropic force.
You instead decided to focus on US culture.
Why?
And I think Dr. McCracken came up with a metaphor, he compared it to the North Sea, and we can actually hear him in his own words explaining that.
McCracken paints a vivid picture of, in his own words, instability and pandemonium.
But can you make this concrete for us and just explain how those forces have affected U.S.
culture?
And then in your paper, you talk about the fact that this transformation is leading to new consumer behaviors, one of which you define as the decline of wellness.
Can you just unpack that?
Because that phrase is probably going to surprise some in our audience.
So what does that mean for a company like Lululemon?
Lululemon isn't one of your portfolio companies.
I want to spend our remaining time looking at how the entropy framework applies to the companies that you do hold and some of the signals that you look for as well.
Let's start with one of those signals, agility.
Why is agility important in a high entropy world?
And can you point to a company that proves it?
Let's stick with Shopify because I know your team has had the privilege of spending substantial time with Toby Lutke.
And if I just take us back to that story I mentioned at the beginning of the podcast about AMP being caught out by changes in shopping habits, we can see another one coming on the horizon in agentic commerce.
This is AI bots going out and doing at least some of the purchases on our behalf.
How might that affect Shopify?
Showing 221–240 of 268 · page 12 of 14
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