Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
Simon Dixon argues that three industrial complexes—financial, military, and technological—operate above national governments to extract real assets through a debt-based monetary Ponzi scheme, deliberately cycling through empires as fiat currencies collapse and reset.
French tech leaders reflect on the ecosystem's transformation from early 2000s corporate culture to today's AI-driven renaissance, highlighting how reduced capital barriers and improved infrastructure are reshaping entrepreneurship.
This lecture explains why RLHF hits overoptimization limits with learned reward models, and how RLVR (Reinforcement Learning from Verifiable Rewards) enables unlimited compute scaling on verifiable tasks like math and coding through simpler algorithms like GRPO.
This lecture explains how post-training transforms raw pre-trained models like GPT-3 into instruction-following systems like ChatGPT through supervised fine-tuning and reinforcement learning, emphasizing that high-quality data curation matters more than algorithmic sophistication.
This lecture details the pre-training data pipeline, covering the transformation of raw HTML and PDFs into linear text and classifier-based filtering strategies to curate domain-specific datasets, while emphasizing the strategic trade-off between data quality and training duration.
Sachin Katti, OpenAI's head of industrial compute, details the infrastructure economics driving the AI supercycle, explaining how the company plans to scale to 30 gigawatts by 2030 while navigating the shift from training to inference-heavy agentic workloads and managing massive energy and supply chain constraints.
Google DeepMind researcher Vivek Natarajan discusses the development of Co-Scientist, an AI system designed to act as a collaborative partner for scientific discovery by moving beyond fast System 1 thinking to rigorous System 2 reasoning, emphasizing that true scientific AI requires the generality of human cognition rather than narrow specialization.
Google's infrastructure lead Amin Vahdat argues that AI's critical constraint is not raw gigawatts but value delivered per unit of power, requiring a shift from five-nines reliability to throughput-optimized systems where 99.9% uptime is acceptable if it doubles usable capacity.
VanEck CEO Jan Van Eck identifies distressed opportunities in private credit markets, outlines a strategic approach to gold allocation amid deficit concerns, and explains why Bitcoin's rising correlation with tech stocks is stalling institutional adoption despite long-term supply mechanics.
John D'Agostino argues that traditional bond returns offer '100% certainty' of failing to fund adequate retirements, forcing investors into risk assets, while stablecoins and tokenization represent historic opportunities to modernize financial infrastructure and democratize access to yield.
Alex Rives demonstrates how the 'bitter lesson' of AI scaling applies to protein biology, showing that massive transformer models trained on billions of evolutionary sequences develop emergent world models capable of predicting structure, function, and designing novel antibodies without prior biological knowledge.
John McCarthy and Josh Thompson join Joe Rogan to discuss how refereeing restrictions silence valuable commentary, the dangerous patchwork of MMA rules across state commissions, and detailed technical breakdowns of Pride FC legends including Fedor Emelianenko and Mirko Crocop.