What should a fund manager read this month?
A month-by-month library of the AI videos, podcasts and articles worth your time, picked by the Levercon founders. Choose a month, then filter by format.
What matters in June, so far.
The month is still running. These are the pieces worth your time from the first stretch of June.
The SpaceX IPO, Fable 5 and an AI Capex Update
BG2 Pod with Gavin Baker, Andrew Fox & Clark TangAtreides' Gavin Baker and the BG2 crew mark the market on the SpaceX IPO, the Fable 5 release and the AI capex cycle in one sitting. The fortnight's biggest events, read from a fund manager's seat.
Apple WWDC 2026: Introducing Siri AI and more
AppleThe keynote unveiling Gemini-powered Siri and an Extensions system that lets iPhone users pick ChatGPT, Gemini or Claude. AI assistants are becoming default infrastructure.
The AI Investment Boom: When Will It Pay Off?
Goldman Sachs, with Jim CovelloGoldman's head of global equity research argues the enterprise payoff from trillions in AI spend has moved further away over two years, not closer. The institutional bear case, on the record.