Podcasts

Impact Theory

Global markets experienced a severe risk-off event driven by twin fears that AI is simultaneously disrupting traditional software business models while failing to deliver returns on massive infrastructure investments, compounded by weakening labor data that suggests a structural 'jobless growth' decoupling where GDP expands without proportional employment gains.

This Week in Startups (Jason Calacanis)

Recent AI breakthroughs in reasoning models stem from Reinforcement Learning with Verifiable Rewards (RLVR), which trains models by rewarding accurate solutions to objectively checkable problems like math and coding, enabling scalable performance gains through iterative trial-and-error rather than human preference optimization.

PBD Podcast

Rep. Jared Moskowitz discusses the Clinton-Comer Epstein hearing dispute, warning Republicans that hauling in former presidents sets a dangerous precedent that could backfire when Democrats regain power.

The Diary of a CEO

Hillary Clinton has publicly challenged House Oversight Chairman James Comer to hold televised hearings regarding Epstein-related investigations, rejecting private depositions after six months of negotiations over scope and format. The confrontation highlights growing fears of political escalation, with Trump surprisingly defending the Clintons—likely out of self-preservation concerns that targeting former presidents could lead to retaliatory investigations against his own family members.

Bankless

Following a historic $350 billion liquidation event that tested Bitcoin at $60,000, the market faces continued midterm-year cyclical headwinds despite bouncing from critical technical supports, while Ethereum's breakdown to $1,700 presents both tactical risk and long-term accumulation opportunities amid extreme fear sentiment.

NVIDIA AI Podcast

SGLang achieves breakthrough LLM serving performance on NVIDIA GB200 through PD disaggregation, mixed-precision kernels (FP8/NVFP4), and zero-overhead speculative decoding, delivering up to 1.9x speedups over H100 while maintaining accuracy and eliminating GPU idle bubbles.

This Week in Startups (Jason Calacanis)

The conversation contrasts the "AI 2027" report's milestone-based path to AGI (superhuman coder → researcher → ASI by 2031) with the "jagged capabilities" view, concluding that while AI will automate significant software development tasks within months, fully autonomous research and general computer use remain distant due to specification challenges and uneven capability profiles.

The Prof G Pod (Scott Galloway)

Neera Tanden and Scott Galloway analyze how the Trump administration's tariff policies and contradictory housing stance worsen affordability, while big tech platforms like Uber hike prices post-consolidation, creating an economic squeeze where first-time homebuyers now average age 40 and healthcare costs remain inflated by opaque middlemen.

In Good Company (Nicolai Tangen)

Mala Gaonkar, founder of SurgoCap Partners, details her concentrated investment strategy focused on identifying rare businesses with durable competitive advantages across four verticals, emphasizing that every company is a technology business and that small teams combined with data science create an edge in identifying how legacy technologies disrupt traditional industries.

How I Built This (NPR)

NPR's Olympic team reports from Italy on the dramatic storylines heading into the 2026 Winter Olympics, from Lindsey Vonn's ACL tear comeback to rising stars and political tensions affecting Team USA.

The David Lin Report

CPM Group's Jeff Christian analyzes the simultaneous crash in stocks, Bitcoin, and precious metals as a symptom of weakening US labor markets and persistent inflation, arguing that the Fed faces an impossible choice between cutting rates to prevent recession or holding firm to fight inflation, while extreme volatility in gold and silver reflects massive safe-haven flows into dangerously small markets.

The Prof G Pod (Scott Galloway)

Derek Thompson argues that despite living in a 'golden age of longevity' where murders, overdoses, suicides, and obesity are simultaneously declining for the first time in history, Americans feel miserable due to algorithm-driven negativity bias and toxic social comparison, while AI tools like Claude Code are poised to fundamentally reshape white-collar work by making every employee an AI manager.