Podcasts

Lenny's Podcast

Caitlin Kalinowski argues that as AI software capabilities saturate, the next inevitable frontier is physical AI—robotics and manufacturing—leveraging decades of VR/AR sensor technology, though hardware's brutal constraints around limited iterations, supply chains, and safety pose formidable barriers to scaling.

Founders Podcast (David Senra)

Strauss Zelnick recounts executing a unprecedented no-money hostile takeover of Take-Two Interactive and shares his philosophy on embracing technological disruption, drawing from his rapid ascent through Columbia Pictures, Vestron, and 20th Century Fox to build a video game empire.

We Study Billionaires (TIP)

Formula 1 Group operates a capital-light monopoly holding exclusive commercial rights to the sport until 2110, generating 24%+ free cash flow margins through only 24 annual events while traditional sports franchises trade as trophy assets with poor cash flow economics.

Adam Taggart | Thoughtful Money

Portfolio manager Mike Green argues that record passive capital flows—driven by systematic rebalancing and retirement contributions—have mechanically propelled markets to all-time highs, but demographic shifts and AI-driven employment disruptions may soon threaten this liquidity engine.

AI Engineer

Marlene Mhangami presents data showing GitHub code creation accelerating to 14 billion projected commits in 2026, driven by AI agents. She argues that true productivity gains require clean codebases and advocates for behavior-driven test development using Playwright with AI agents, where developers focus on refactoring while AI handles test generation and initial code implementation.

Bankless

Despite Bitcoin dropping to the 78K support level, the trader maintains a strong bullish bias and is waiting for a reclaim of 78.5K+ to enter new long positions, targeting 86K while emphasizing a probabilistic approach of staying 'right for a month and wrong once' rather than constantly flip-flopping on market direction.

Jordan Peterson

Jordan Peterson critiques Carl Jung's psychological theories for reflecting a creative, introverted bias while overlooking other personality pathways to meaning, analyzes mass violence through the lens of existential resentment and literary archetypes, and explains how IQ and specific personality traits serve as primary predictors of life success.

20VC with Harry Stebbings

Abridge founder Shiv Rao details the company's five-year desert period before achieving product-market fit and a $5.3B valuation, explaining how unwavering conviction in their healthcare conversation thesis combined with flexible execution allowed them to capitalize on the 2023 LLM wave and clinician burnout crisis.

The Pomp Podcast

Jordy Visser warns that despite stock market all-time highs driven by AI speculation, the rally masks severe underlying weakness as inflation mounts a V-shaped recovery, supply chains face structural constraints from energy to trucking, and the Fed remains trapped between rising prices and $1.2 trillion in annual debt service costs.

All-In Podcast

The All-In Podcast discusses Trump's historic summit with Xi Jinping, analyzing the strategic implications of US-China cooperation through economic entanglement rather than conflict, while exploring geopolitical trade-offs and business opportunities.

Cognitive Revolution

Tasklet CEO Andrew Lee reveals a complete architectural rebuild shifting from workflow automation to a general-purpose AI agent platform, emphasizing file-based context management and aggressive summarization to control token costs, while outlining a strategic pivot toward becoming a horizontal platform capable of integrating any frontier model as competition intensifies with API providers like Anthropic.

The David Lin Report

Blockchain pioneer W. Scott Stornetta, the most cited author in the Bitcoin whitepaper, explains how his work on immutable digital records laid the groundwork for Bitcoin, discusses the unintended speculative volatility of crypto, and argues that stablecoins and hybrid blockchains represent the technology's progression into its third or fourth inning.