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Podcasts

Long-form interviews and conversations with tech, AI, and finance leaders (30min+)

Claude AI Co-founder Publishes 4 Big Claims about Near Future: Breakdown
22:13
AI Explained AI Explained

Claude AI Co-founder Publishes 4 Big Claims about Near Future: Breakdown

Anthropic CEO Dario Amodei's new essay predicts AI will automate entire professions within 1-2 years, potentially creating a 50% underclass while enabling totalitarian surveillance states, though the narrator questions the timelines and notes potential conflicts of interest in Amodei's policy recommendations.

5 months ago · 9 points
Bill Winters - CEO of Standard Chartered | Podcast | In Good Company
45:16
In Good Company (Nicolai Tangen) In Good Company (Nicolai Tangen)

Bill Winters - CEO of Standard Chartered | Podcast | In Good Company

Bill Winters details Standard Chartered's unique 'connector bank' model bridging emerging markets and global finance, while recounting his decade-long turnaround from regulatory crisis and massive write-downs to restored credibility, emphasizing that prioritizing regulators over shareholders and rebuilding team integrity were essential to saving the franchise.

5 months ago · 9 points
The NFL (2026 Update)
4:17:17
Acquired Acquired

The NFL (2026 Update)

The NFL evolved from a violent 19th-century college ritual into America's most valuable media property by strategically legitimizing professional play through strict separation from amateur football and pioneering equal revenue sharing, while modern streaming deals and private equity investment continue to reshape the league.

5 months ago · 9 points
The Biggest Bottlenecks For AI: Energy & Cooling
1:03:41
a16z Podcast a16z Podcast

The Biggest Bottlenecks For AI: Energy & Cooling

AI infrastructure deployment is unprecedented with $400B in annual capex from tech giants, while input costs have plummeted 99% and user adoption occurs 5x faster than previous tech cycles. However, energy availability and cooling technology will become the critical bottlenecks constraining growth over the next five years, even as business models evolve to capture value through price discrimination and high retention rates.

5 months ago · 10 points
Science & Tools of Learning & Memory | Dr. David Eagleman
2:24:12
Huberman Lab Huberman Lab

Science & Tools of Learning & Memory | Dr. David Eagleman

Dr. David Eagleman explains that neuroplasticity allows the human brain to constantly reconfigure its 86 billion neurons throughout life, emphasizing that maintaining this flexibility requires continuously seeking novel challenges rather than repeating mastered skills, while modern tools like AI can enhance critical thinking when leveraged through curiosity-driven inquiry.

5 months ago · 9 points
Tyler Muir on How to Understand the Fed's Quantitative Easing
55:43
Conversations with Tyler (Tyler Cowen) Conversations with Tyler (Tyler Cowen)

Tyler Muir on How to Understand the Fed's Quantitative Easing

Tyler Muir explains that Quantitative Easing operates primarily as a state-contingent commitment that backstops financial intermediary balance sheets during crises, challenging traditional "Wallace neutrality" by demonstrating that asset prices are set by constrained intermediaries rather than representative households, creating immediate market impacts through policy announcements alone.

5 months ago · 7 points
If You Can't See Inside, How Do You Know It's THINKING? [Dr. Jeff Beck]
46:57
Machine Learning Street Talk Machine Learning Street Talk

If You Can't See Inside, How Do You Know It's THINKING? [Dr. Jeff Beck]

Dr. Jeff Beck argues that agency cannot be verified from external behavior alone, requiring instead evidence of internal planning and counterfactual reasoning, while advocating for energy-based models and joint embedding architectures as biologically plausible alternatives to standard function approximation.

5 months ago · 10 points
Valuing Meta (META): Undervalued AI Bet?
1:20:35
We Study Billionaires (TIP) We Study Billionaires (TIP)

Valuing Meta (META): Undervalued AI Bet?

Despite Meta trading at a significant discount to tech peers (22x forward PE) and improving its core ad business with AI, the market is pricing in skepticism about $100B annual AI investments. The Reality Labs division has burned $70B with limited success in VR, and Meta faces steep competition from Google's Android XR ecosystem in the AR glasses race, raising questions about whether this massive capex will generate returns or simply dilute the core business.

5 months ago · 8 points

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