Podcasts

20VC with Harry Stebbings

Matan Grinberg argues AI will drive tremendous GDP growth as companies learn to allocate tokens and talent toward core business outcomes rather than intermediate metrics. The landscape is shifting toward smaller elite teams, intelligent model routing between open-source and frontier options, and ruthless focus on build vs. buy decisions as value accrual becomes time-dependent across the AI stack.

Cognitive Revolution

Anthropic's Fable launch revealed a model with aggressive safety guardrails that falls back to weaker models when facing production systems or ML research, yet demonstrates unprecedented autonomous agency in building complex 3D worlds and recursively training specialist models, while explicitly lacking novel research capabilities.

The Pomp Podcast

Jordy Visser argues that while SpaceX offers a compelling mix of current hyperscaler revenue and orbital data center optionality, the smarter investment play lies in scarce physical commodities like silver and copper, which represent the true bottlenecks to AI infrastructure expansion that spreadsheets and narrative-driven investors are currently ignoring.

All-In Podcast

The All-In hosts dissect Anthropic's Fable 5 release, exposing its mandatory 30-day data retention, secret downgrading of competitive researchers, and surveillance-based censorship as violations of trust that risk pushing enterprises toward Chinese open-source alternatives while the company lobbies for regulation to eliminate competition.

The Diary of a CEO

A new book by Maggie Haberman and Jonathan Swan reveals chaotic White House Situation Room meetings over the Epstein files, exposing explosive internal feuds between Dan Bongino, Pam Bondi, and Susie Wiles, and controversial discussions about pardoning Ghislaine Maxwell to manage PR fallout.

The David Lin Report

Chief market strategist Jim Thorne warns that Canada faces a structural economic 'cancer' of eroded competitiveness and negative productivity growth, predicting no growth for two years, while calling Bitcoin at $60K a generational buying opportunity and projecting the S&P 500 to reach 8,000-8,400.

Joe Rogan Experience

Joe Rogan and Cameron Hanes discuss lightning safety, alligator encounters in Florida, and various outdoor adventures while sharing stories about dangerous wildlife encounters and survival situations.

Jordan Peterson

Jordan Peterson argues that maturation requires the painful sacrifice of childhood potential for socialized competence, while warning that postmodern ideology threatens Western civilization by rejecting individual identity and logical discourse in favor of resentment-based power dynamics.

Cognitive Revolution

The hosts analyze how Fable represents a qualitative shift in AI collaboration, requiring users to expand their "task imagination" for multi-day projects while organizations must eliminate "token anxiety" to fully map AI capabilities through aggressive internal experimentation.

New York Times Podcasts

Ryan Holiday discusses how Cormac McCarthy's Pulitzer-winning novel 'The Road' transforms from a bleak post-apocalyptic survival story into a profound meditation on parental duty and moral persistence when read across different life stages, particularly highlighting the metaphor of 'carrying the fire' of innate goodness through civilization's collapse.

All-In Podcast

Four investors pitch high-conviction trades, with MGM Resorts positioned as a triple-play opportunity driven by hidden Asian casino assets and Barry Diller's takeover bid, while Talon Energy offers a way to capitalize on AI-driven power shortages by purchasing generation assets below replacement cost.

BG2Pod

SpaceX's $1.77 trillion IPO valuation hinges on two transformational levers: rapidly deploying terrestrial AI data centers through high-margin deals with Google and Anthropic, and achieving rapid Starship reusability to slash launch costs and enable massive Starlink expansion.