Podcasts

Cognitive Revolution

Geoffrey Irving, Chief Scientist at the UK AI Security Institute (AISI), outlines a sobering threat landscape encompassing biological weapons, cyber attacks, and loss of control, while warning that current empirical safety methods lack theoretical foundations and cannot provide the high reliability guarantees needed for advanced AI systems.

We Study Billionaires (TIP)

Lyft trades at a $7 billion market cap but could be worth 3x or more to tech giants like Amazon or Alphabet, who would pay a premium for its 30% North American market share and Flex Drive fleet management capabilities to accelerate autonomous vehicle deployment.

Lex Fridman Podcast

Music educator Rick Beato explores the spiritual power of iconic guitar solos, traces jazz evolution from Django Reinhardt to bebop, and explains the neuroscience behind perfect pitch, while offering practical frameworks for ear training and guitar technique that emphasize daily practice and physical fundamentals.

Latent Space

Pulsia, an AI platform founded by Ben, reached $1M ARR in one month by acting as an autonomous 'AI CEO' that builds and operates companies overnight—handling coding, marketing, sales, and strategy while sending users daily morning briefings. The platform currently manages over 1,000 concurrent businesses, demonstrating a shift from AI as a tool to AI as a full-stack operator.

TED

In this speculative 2026 scenario, political risk expert Ian Bremmer analyzes the US-Israeli decapitation strike against Iran's Supreme Leader, explaining Trump's strategic motivations while cautioning that removing leadership without ground forces or organized opposition likely leaves the IRGC's domestic repression apparatus intact.

Bankless

Bitcoin's drop below $66K signals potential further downside to $60K unless reclaimed, with traders advised to avoid reacting to geopolitical news and instead wait for confirmed technical setups at key resistance levels.

TED

Journalist Rhaina Cohen argues that modern society artificially limits friendship by treating it as private, convenient, and less significant than romance. However, historical and contemporary examples show that committed, emotionally intense 'platonic partnerships' can provide essential resilience and fulfillment regardless of one's romantic status.

20VC with Harry Stebbings

Insight Partners Co-Founder Jerry Murdock warns that autonomous agents represent a technological tsunami triggering a 'SaaS apocalypse,' rendering current AI tools obsolete and forcing a fundamental shift from Nvidia GPUs to ASIC chips, while drawing parallels to the March 2000 dot-com crash but at accelerated speed.

PBD Podcast

The PBD Podcast analyzes breaking US and Israeli strikes on Iranian nuclear facilities and leadership, including alleged targeting of Supreme Leader Khamenei, framing the conflict as a potential regime change opportunity supported by deep intelligence penetration and celebrated by Iranian civilians despite risks of broader regional war.

The Pomp Podcast

Jordy Visser argues that while AI doom scenarios are overblown due to physical infrastructure and enterprise friction, the technology is compressing software valuation time horizons to near-zero, creating a regime shift where crypto becomes essential financial infrastructure and individual entrepreneurs disrupt large incumbents.

The David Lin Report

Clem Chambers argues the AI infrastructure boom will trigger sustained inflation as hyperscalers borrow trillions, forcing monetary expansion, while simultaneously disrupting legacy software business models but creating massive opportunities in commodities, nuclear energy, and physical infrastructure.

All-In Podcast

The hosts analyze how Anthropic's AI announcements triggered a sector-wide software stock crash, arguing markets have shifted from timing disruption to questioning business model survival entirely. They also expose how a viral AI 'doomer' Substack post—potentially amplified by short sellers—tanked financial stocks by predicting a 2028 economic death spiral.