This week on the Konvoy Newsletter audio edition, host Jackson Vaughan examines the growing impact of AI on the job market—and the narrative tug-of-war between mass automation and human resilience. With fears of widespread job loss competing with the promise of productivity, this episode cuts through the hype to provide a historically grounded, economically sound view of what’s really happening.

Jackson unpacks new insights from Anthropic’s latest report, drawing connections between past waves of automation and the roles AI is already beginning to reshape. From copywriters to coders, we explore who’s at risk, who’s adapting, and what this means for the future of work.

What You’ll Learn in This Episode:

• Why AI’s effect on jobs echoes past automation cycles—but also breaks new ground
• How economic principles like Marginal Productivity Theory explain rising wages amid tech adoption
• What Anthropic’s data reveals about the top professions already using AI today
• Why mid-to-high-salary roles may be more exposed this time around
• The difference between job “automation” and “augmentation,” and why it matters
• What long-term optimism looks like, even as short-term disruption looms
• How founders, investors, and workers can navigate the shifting job landscape

Whether you're building AI tools, investing in the future of work, or simply curious about your own career path, this episode offers a pragmatic yet hopeful lens on how AI will shape the labor economy moving forward.

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This week on the Konvoy Newsletter audio edition, host Jason Chapman dives into the rise of AI-generated social media—and the growing tension between creativity, attention, and authenticity. With Meta’s new Vibes platform and OpenAI’s Sora leading the charge, the next generation of short-form content is being created not by people, but by machines.

Jason explores how this shift could reshape everything from user engagement to mental health, and why AI’s integration into the attention economy may deepen the very challenges social platforms have struggled with for years.

• How Meta’s Vibes and OpenAI’s Sora are redefining the social media landscape
• Why AI-generated content might amplify issues like burnout, misinformation, and loneliness
• The economic incentives driving the race toward infinite, personalized feeds
• What “soulless” AI content means for creativity and cultural connection
• How deepfakes, likeness rights, and consent challenges are reshaping trust online
• Why understanding AI’s role in attention-based business models is critical for the next decade
• What this evolution means for founders, investors, and the broader digital ecosystem

Whether you’re investing in consumer platforms, studying the future of digital media, or just curious about where AI-driven creativity is heading, this episode breaks down the technologies, risks, and opportunities defining the next chapter of social media.

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This week on the Konvoy Newsletter audio edition, host Josh Chapman unpacks the resurgence of consumer health hardware, sparked by Oura’s $875M Series E round. From smart rings to medical-grade wearables, the health and wellness market is evolving fast—and it’s not just about fitness anymore. Jackson explores how workplace wellness programs, enterprise contracts, and next-gen tech like on-device AI and XR are shaping the next chapter for both startups and incumbents like Whoop, Garmin, and Apple.

With hardware startups finding new momentum and software-only players like Calm and Headspace facing engagement headwinds, this episode looks at what’s driving sustained growth—and what risks still linger beneath the hype.

What You’ll Learn in This Episode:

• Why Oura’s latest fundraise signals more than just strong consumer demand
• How B2B sales and corporate wellness programs are fueling growth in wearables
• What sets Oura and Whoop apart—and why Garmin is far from out of the race
• Why software-only wellness platforms are struggling to hold user attention
• How on-device AI, XR, and longevity science are reshaping wearables
• The risks of over-reliance on enterprise adoption in a crowded market
• What’s next in personalized, privacy-first, tech-enabled health

Whether you’re investing in healthtech, tracking enterprise adoption, or curious about the future of wearable wellness, this episode offers a detailed look at where the space is headed—and who’s leading the way.

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This week on the Konvoy Newsletter audio edition, host Jackson Vaughan unpacks the rise of the local gig economy in Latin America — from the early ride-hailing boom to today’s delivery platforms, migration-driven labor shifts, and the next wave of platform opportunities. Over the past decade, the region has seen explosive growth in ride-sharing, food delivery, and last-mile logistics, with players like Uber, Rappi, iFood, and Didi reshaping urban economies. Now, with immigration fueling worker supply and consumers demanding faster, cheaper services, the LatAm gig economy is evolving into a durable and recession-resilient force.

Looking ahead, the biggest opportunities may not just be in ride-hailing or delivery, but in new service categories and supporting businesses designed for the unique needs of LatAm gig workers.

What You’ll Learn in This Episode:

• How the LatAm gig economy evolved from early ride-hailing launches to massive delivery networks
• The pandemic’s impact on ride-sharing vs. delivery services
• Why intra-regional migration has fueled the growth of gig work
• How Rappi’s “dark store” model is reshaping delivery economics
• Where GDP penetration suggests the most room for growth across LatAm markets
• The next frontiers for gig platforms: home, personal, and creative services
• Adjacent opportunities in fintech, insurance, compliance, and workforce management for gig workers

Whether you’re tracking consumer adoption, exploring emerging platforms, or evaluating the supporting ecosystem, this episode offers a deep dive into the forces shaping LatAm’s gig economy — and where the next wave of growth may come from.

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The dynamic world of gaming is ripe with both immense opportunity and formidable challenges, especially in emerging markets like India. While many international investors and entrepreneurs initially overlooked India's potential, Nitish Mittersain uniquely envisioned building a thriving industry from the ground up despite limited infrastructure, low monetization, and evolving regulatory landscapes.

Defying expectations through strategic pivots, global thinking, and innovation, his company, Nazara Technologies, leveraged telco partnerships and navigated economic busts to achieve legendary success. Along the way, Nitish has transformed his childhood passion into India's only publicly listed gaming empire, demonstrating unconventional and adaptable strategies crucial for any entrepreneur scaling in uncertain terrains.

CHAPTERS:

00:00 - Nazara Snapshot: India’s Public Gaming Powerhouse

00:49 - Early Gaming Spark: Atari SeaQuest & Lifelong Passion

01:26 - Founding Nazara at 19 with Family Backing

04:10 - Betting Early on India’s Gaming Potential

07:48 - Pivotal Moments in Nazara’s Journey

14:43 - “Friends of Nazara” M&A + Profit-First Discipline

24:06 - Nazara’s Dual Strategy in Home and International Markets

27:39 - Real-Money Gaming: GST Shock, PokerBaazi Bet, Awaiting Supreme Court Clarity

33:15 - Offline Social Gaming to Counter Loneliness (Funky Monkey)

38:55 - Founder Wisdom: 3Ps - Passion, Perseverance, Positivity

🔗 CONNECT WITH NITISH MITTERSAIN:

• LinkedIn: https://www.linkedin.com/in/mittersain/

• Nazara Technologies: https://www.nazara.com/

#IndiaGaming #NazaraTechnologies #NitishMittersain

This week on the Konvoy Newsletter audio edition, host Jason Chapman explores why version control for AI prompts is becoming a critical piece of modern software development. As AI becomes deeply embedded in everyday workflows, teams are discovering that prompts evolve just like code — and need new systems to track, evaluate, and optimize them.

From guiding AI outputs with precision to managing prompt history across teams, the future of software development will require tools purpose-built for this new workflow. Just as Git transformed how developers collaborate on code, new platforms are emerging to do the same for AI prompts — with evaluation data serving as the ultimate moat.

What You’ll Learn in This Episode:

• What prompt engineering is and why it matters
• How prompt version control differs from code version control
• Why non-technical users need a different collaborative workflow
• The role of evaluation frameworks like “negative examples” and “LLM as judge”
• How new tools can centralize API management, testing, and cost monitoring
• Why evaluation data could become the key differentiator in this market

Whether you’re building with AI, investing in next-gen infrastructure, or just trying to keep pace with the future of development, this episode breaks down the emerging world of prompt version control — and why the teams who get this right will gain a lasting advantage.

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This week on the Konvoy Newsletter audio edition, host Josh Chapman explores the tradeoffs between running AI locally on-device versus in the cloud. As the cost of inference has fallen 1,000x in just three years, developers and enterprises now face a strategic choice: prioritize privacy, control, and real-time performance with local AI — or embrace scalability, accessibility, and low entry costs in the cloud.

From healthcare diagnostics to autonomous vehicles, from generative chatbots to fraud detection, the future of AI won’t be one-size-fits-all. Instead, it’s about matching infrastructure to use case — and increasingly, hybrid approaches like Apple’s “Private Cloud” are bridging the gap.

What You’ll Learn in This Episode:

• Why local AI is gaining traction after years of hardware and complexity barriers

• The unique advantages of on-device inference: privacy, latency, and offline reliability

• How cloud AI powers scalability, collaboration, and data-heavy applications

• The hybrid strategies big tech players are adopting to balance both worlds

• Which industries are best positioned for local AI vs. cloud AI adoption

• The key tradeoffs between cost, control, and scale that every team must weigh

Whether you’re building AI-driven products, investing in next-gen infrastructure, or tracking how enterprises adopt new technologies, this episode unpacks the future of AI deployment — and what it means for both consumers and businesses.

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This week on the Konvoy Newsletter audio edition, host Jackson Vaughan unpacks how mobile web shops are breaking Apple and Google’s stranglehold on payments. What started as a regulatory experiment in South Korea and Europe has exploded into a global shift — and by 2025, 72% of top-grossing mobile games now run their own direct-to-consumer storefronts.

With turnkey platforms like Xsolla, Stash, and Appcharge making setup easier than ever, publishers from Playtika to Stillfront are already seeing up to 40% of revenue flow through web shops. The payoff is higher margins, better conversion, and deeper customer relationships — but also new responsibilities around fraud, compliance, and refunds.

What You’ll Learn in This Episode:

• How regulation forced Apple and Google to open up payment systems

• Why web shops now outperform app stores in personalization and conversion

• Which genres and publishers are leading adoption — and who’s falling behind

• How public gaming companies are reporting 20–40% of revenue from direct sales

• The risks and responsibilities developers now carry when going direct

• Why web shops, not web apps, are the real industry breakthrough

Whether you’re building games, investing in the mobile economy, or tracking platform regulation, this episode reveals how web shops went from fringe experiments to industry standard — and what that means for the future of mobile gaming.

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This week on the Konvoy Newsletter audio edition, host Jason Chapman unpacks India’s sweeping ban on all online real-money gaming — a dramatic policy shift drawing comparisons to America’s Prohibition era. In just three days, lawmakers passed a bill that effectively wiped out a $23 billion industry, raising urgent questions about regulation, innovation, and investor confidence in one of the world’s fastest-growing digital economies.

Behind the ban are concerns about suicide prevention, algorithmic manipulation, and national security. But does the data actually support these claims? And why has the government targeted online gaming while leaving social media — with its far stronger links to youth mental health issues — untouched?

From the cultural history of gambling in India to the sudden collapse of companies like Dream11 and MPL, and the stark contrast with America’s gambling boom, this episode examines whether prohibition will truly protect society — or drive the industry underground while damaging India’s global reputation.

What You’ll Learn in This Episode:

• Why India’s government views real-money gaming as a “big evil” — and how that rhetoric echoes past prohibition movements

• The real data behind India’s suicide crisis, and whether online gambling is a major driver

• How cultural factors and social shame shape the country’s gambling debate

• The devastating economic fallout for companies, workers, and investors

• How America’s regulatory approach differs, and what it means for the future of global gaming policy

• Possible paths forward as Indian states and courts explore regulated alternatives

Whether you’re building in gaming, investing in emerging markets, or tracking global regulation, this episode explores how one policy decision reshaped an entire industry overnight — and what it signals about the future of gaming in India.

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This week on the Konvoy Newsletter audio edition, host Josh Chapman explores the rapidly evolving world of digital gatekeeping — and why age verification is becoming one of the defining challenges of the modern internet.

Once marked by anonymity and minimal oversight, the online world is now facing sweeping regulations designed to protect children and teens from adult content, predatory behavior, and high-risk features like online gambling. From U.S. state laws to the EU’s Digital Services Act, governments are shifting from simple honor-system checkboxes to strict, enforceable verification requirements — fundamentally reshaping how platforms onboard and engage users.

For gaming, social media, streaming, and beyond, these changes bring both risk and opportunity: compliance costs are rising, user experiences are being redesigned, and new business models are emerging around parental consent, family accounts, and privacy-preserving digital identities.

What You’ll Learn in This Episode:

• Why online age verification has become a global priority for regulators

• The key U.S. state and international laws reshaping digital platforms

• How compliance costs and friction are influencing platform business models

• The evolving role of parents, families, and consumers in age-gated environments

• Why digital identity solutions could unlock both safety and seamless access

Whether you’re building in gaming, consumer tech, or digital infrastructure, this episode unpacks how stricter age rules are transforming the online economy — and what it means for platforms navigating the trade-off between safety, privacy, and usability.

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