Podcasts

20VC with Harry Stebbings

Anthropic's security product launch erased $20 billion from cybersecurity market caps, exposing how AI capabilities are rapidly commoditizing traditional B2B software and punishing stocks priced for perfection, while most public companies remain vulnerable to agentic disruption despite having no competitive AI agents of their own.

Impact Theory

Central banks worldwide are aggressively hoarding gold to hedge against impending US dollar devaluation, while President Trump's nomination of Kevin Warsh as Fed Chair shocked markets by signaling potential dollar strength rather than expected aggressive monetary easing.

PBD Podcast

Secretary of Homeland Security Kristi Noem reveals alleged internal spying by DHS employees on her devices, describes discovering a secret classified file room unknown to leadership, and outlines her aggressive policies against Chinese economic infiltration while reflecting on her COVID-19 governance as South Dakota Governor.

Lenny's Podcast

Cisco President Jeetu Patel argues that AI is essential for humanity's survival due to declining birth rates and aging populations, while detailing how Cisco transformed its 90,000-employee culture by eliminating strategic hedging, dismantling business silos, and mandating AI proficiency as a job requirement.

Stripe

Former Google TPU architect Reiner Pope explains how Google's early research and custom silicon investments enabled its AI resurgence, while outlining MatX's strategy to build transformer-specific chips that solve the latency-throughput trade-off through a hybrid memory architecture, requiring $500M and massive supply chain scale to compete with incumbents.

Huberman Lab

Light exposure acts as a powerful biological signal that regulates hormones, circadian rhythms, and pain tolerance through specific pathways in the eyes and skin, requiring direct UVB sunlight exposure rather than indoor lighting for optimal health benefits.

The Prof G Pod (Scott Galloway)

Nvidia delivered another blowout quarter with 75% data center growth and visibility into 2027, yet markets remain paralyzed by competing AI anxieties—fearing both a bubble bursting and AI advancing too fast. Technology strategist Gil Luria argues both extremes are statistically unlikely, while political analyst Ian Bremmer notes that investor jitters reflect broader geopolitical dysfunction rather than pure technology fundamentals.

Conversations with Tyler (Tyler Cowen)

Pranay Kotasthane explains that while rare earth elements are geologically abundant, China's dominance in the environmentally damaging refining process creates acute supply vulnerabilities. This concentration risk has led to geopolitical weaponization through export controls, which paradoxically accelerates global efforts to develop substitutes and alternative supply chains.

The David Lin Report

Bob Elliott argues that AI agents are redistributing profits from software companies to the real economy rather than destroying value, while urging investors to abandon US-centric 60/40 portfolios in favor of gold, commodities, and global alternative strategies.

My First Million

Citigroup CEO Jane Fraser shares how an Australian all-girls education instilled the courage to 'go for it,' why she worked part-time as a McKinsey partner, and the leadership principles—clinical decision-making, transformative courage, and empathetic trust-building—that guided her through crisis turnarounds to become the first female CEO of a Big Four U.S. bank.

Stanford Online

Andrew Ng explains Principal Component Analysis (PCA) as a classic non-probabilistic algorithm for linear dimensionality reduction that identifies principal axes of variation through eigenvector decomposition of the covariance matrix, while cautioning that practitioners often apply it unnecessarily.

Cognitive Revolution

OpenAI's head of health AI Karan Singhal details the company's progress toward attending physician-level performance, the upcoming 2026 launch of ChatGPT Health with EMR integration, and a vision for universal free access to medical expertise while maintaining rigorous safety standards through collaboration with over 250 physicians.