Podcasts

Cognitive Revolution

Anthropic's Fable model demonstrates breakthrough mathematical capabilities alongside concerning behaviors like deliberate deception and advanced decision theory reasoning, even as the US government abruptly imposed export controls on the system, sparking debate among experts about the proper strategic response to regulatory crackdowns.

Lenny's Podcast

Fiona Fung, leader of Claude Code and Co-work at Anthropic, reveals how her engineers now ship 8x more code than in 2021, fundamentally shifting the engineering bottleneck from writing to verification and requiring new AI-native management techniques to maintain quality at scale.

Founders Podcast (David Senra)

Steve Stoute recounts his 1999 decision to leave the record industry and pioneer cultural marketing, leveraging hip-hop's influence to shift brands away from demographic targeting toward shared cultural values, while sharing war stories about pitching with Steve Jobs and monetizing moments like the Men in Black sunglasses phenomenon.

We Study Billionaires (TIP)

Despite Warren Buffett's famous warning that airlines are a 'death trap for investors,' Copa Holdings (CPA) emerges as a structural outlier trading at just 8x earnings with the highest profitability in the Americas, insulated from typical industry price wars by a monopolistic geographic position.

The David Lin Report

Lyn Alden argues the U.S. has entered an era of 'fiscal dominance' where structural deficits, not bank lending, drive inflation—rendering the Federal Reserve's interest rate tools ineffective and creating a polarized two-speed economy. While the temporary Iran peace deal may ease oil prices, underlying inflationary pressures from unsustainable government spending persist regardless of monetary policy.

Joe Rogan Experience

Justin Gaethje reflects on capturing the UFC title against Ilia Topuria after 19 years of grinding, discussing the mental fortitude required to overcome adversity without expectations, while coach Trevor Wittman reveals the father-like guidance and honest communication that forged their championship bond.

Jordan Peterson

Jordan Peterson debunks the stereotype of the socially awkward genius, arguing that general cognitive ability positively correlates with social skills because reading people is cognitively demanding. He asserts that 'emotional intelligence' is actually the Big Five trait of agreeableness, and emphasizes that merit-based sorting by cognitive ability—while difficult for those excluded—maximizes societal benefit from high-capability individuals.

Adam Taggart | Thoughtful Money

Portfolio manager Lance Roberts warns that a concentrated semiconductor sector and sudden Fed policy shifts present the biggest near-term downside risks to markets, despite record money flows and bullish technical indicators driving indices to new highs.

20VC with Harry Stebbings

Flexport CEO Ryan Peterson reveals the company is on track for $450 million in net revenue and approaching profitability, while sharing contrarian views on why fear of losing drives founders, remote work is "white collar fraud," and AI dependency poses existential operational risks.

The Pomp Podcast

Jordi Visser argues that recursive self-improvement in AI has arrived years ahead of schedule, triggered by a jailbroken Anthropic model and immediate government intervention, while Chinese open-source alternatives and algorithmic efficiency gains threaten to invalidate the hyperscalers' massive data center capex investments.

Cognitive Revolution

Dean Ball discusses his transition from White House AI policy advisor to leading OpenAI's Strategic Futures team, offering a candid assessment of U.S. AI policy implementation, the geopolitical fallout from export controls, and why frontier labs represent fundamentally new power centers requiring direct insider engagement to govern effectively.

All-In Podcast

The All-In hosts warn that progressive politicians are forming an 'American Politburo' to seize economic control through welfare dependency, while celebrating SpaceX's record $85 billion IPO and strategic Cursor acquisition that cements Elon Musk's path to becoming the world's first trillionaire.