Podcasts

Machine Learning Street Talk

Dr. Jeff Beck argues that AutoGrad—not Transformers—enabled the modern AI revolution by turning neural network development into an engineering discipline, but current systems remain limited by function approximation alone; achieving human-like intelligence requires scalable Bayesian models structured like the brain and grounded in the causal physics of the world.

Machine Learning Street Talk

Max Bennett synthesizes evolutionary neuroscience and AI to argue that the brain operates as a predictive generative model rather than a passive sensory processor, where the neocortex enables 'learning by imagining' through mental simulations orchestrated in partnership with older brain structures.

We Study Billionaires (TIP)

Chapters Group is a German serial acquirer with a $1 billion market cap backed by elite investors including Danaher founder Mitch Rales and 'The Outsiders' author William Thorndike, aiming to replicate Constellation Software's 100-bagger potential by consolidating Europe's fragmented niche software companies using a decentralized, founder-friendly holding company model.

Machine Learning Street Talk

César Hidalgo argues that knowledge follows three fundamental laws governing its growth, diffusion, and valuation, emphasizing that knowledge is collective, non-fungible, and embodied in networks rather than individuals or books—with critical implications for why development efforts fail and how organizations actually learn.

Dalton + Michael (YC Partners)

YC partners Dalton Caldwell and Michael Seibel argue that 2025 revealed a persistent gap between viral narratives and reality—from San Francisco politics to AGI timelines—while warning that debt-fueled infrastructure bubbles and short-term political 'affordability' messaging threaten to undermine long-term technological abundance.

Machine Learning Street Talk

Dr. Mike Israetel argues with 97% certainty that Artificial Super Intelligence (ASI) will arrive by late 2026—defined as systems vastly exceeding humans in most cognitive domains—while debating whether true intelligence requires physical embodiment or merely abstract problem-solving capability.

BG2Pod

Databricks and Glean executives argue that while 95% of enterprise AI projects currently fail, this reflects necessary experimentation in a market where LLMs have become commodities and true competitive advantage comes from leveraging proprietary data through learning-based systems rather than brittle automation.

AI Explained

2025 delivered breakthrough reasoning models like Gemini 3 Pro and playable world generators like Genie 3, yet simultaneously saw AI slop fool millions and benchmark gaming proliferate. The year revealed an industry advancing rapidly on technical metrics while struggling with trust, measurement reliability, and intensifying competition from open-source Chinese models.

Machine Learning Street Talk

Despite consuming hundreds of billions of operations per token, current large language models fail at reliable arithmetic and algorithmic reasoning, revealing a fundamental limitation that tool use cannot fix; the path forward requires categorical deep learning to provide the unifying theoretical framework that geometric deep learning cannot.

We Study Billionaires (TIP)

Despite reaching nearly 1 billion monthly users and capturing 75% of the 13-34 demographic across 25 countries, Snapchat has destroyed shareholder value since its IPO through a toxic combination of zero-vote share structures, relentless unprofitability, and misguided strategic pivots, trading at one-third of its IPO price while insiders extracted nearly as much wealth as the company has lost.

AI Explained

Google DeepMind leadership predicts "minimal AGI" by 2028 through converging language, image, and world models, but exponential scaling faces imminent constraints from compute costs, data scarcity, and the need to divert resources from research to serving current users.

We Study Billionaires (TIP)

The Intrinsic Value portfolio achieved 9% returns in its first year despite carrying 25% cash, with Google and Reddit as standout winners, while the hosts discuss holding winners long-term and evaluating new positions like Copart and Ferrari through holding company Exor.