Podcasts

Machine Learning Street Talk

Beth Barnes and David Rein expose critical flaws in current AI benchmarks—such as data contamination, shortcutting, and adversarial selection bias—and propose the 'Time Horizon' framework, which measures AI progress by the length of economically relevant tasks models can complete, providing a more stable foundation for forecasting capabilities and risks.

AI Engineer

Cormac Brick from Google AI Edge introduces Tiny LLMs (TLMs) and on-device agent capabilities powered by LiteRT-LM and the new Gemma 4 models, demonstrating how fine-tuned small models (100M-4B parameters) can now deliver sophisticated AI experiences—including multimodal reasoning and tool use—directly on mobile phones, laptops, and even Raspberry Pis without cloud dependency.

Jordan Peterson

Jordan Peterson argues that reality is fundamentally Darwinian rather than Newtonian—mutable, multi-layered, and understood through embodied survival rather than objective analysis—and that psychological health requires integrating the full "organismic" self into conscious awareness to reduce incongruence.

Bankless

A technical trader outlines a bullish Bitcoin setup targeting 80K, emphasizing the importance of waiting for retracements to 78K or 77.5K for long entries rather than FOMO-buying, while explaining a high-risk short strategy at the 80K liquidity zone and the critical importance of stop-loss discipline.

AI Engineer

Peter Werry argues that as AI agents move toward autonomous 'YOLO mode' execution, simple RAG and MCP connections fail to provide adequate organizational context, creating bottlenecks and 'satisfaction of search' failures where agents stop at superficial answers instead of understanding the historical 'why' behind code decisions.

Adam Taggart | Thoughtful Money

Steven Bavaria argues his 'Income Factory' strategy targeting 9-10% yields through credit instruments offers equity-like returns with bond-like safety, and believes high-quality BDCs are currently undervalued due to overblown private credit fears, creating rare bargain opportunities for income investors.

Founders Podcast (David Senra)

Adam Foroughi recounts how AppLovin executed one of corporate history's most successful buybacks by deploying $6 billion to repurchase shares at a $3.8 billion market cap valuation, ultimately creating $50-60 billion in value. He also details the company's pivot from failed consumer apps to becoming a mobile advertising giant by leveraging early insights into the desktop-to-mobile transition.

We Study Billionaires (TIP)

OTC Markets Group operates as a quasi-monopoly infrastructure provider for over 12,000 over-the-counter securities, serving as the essential 'picks and shovels' play for small-cap capital markets. The company has generated exceptional shareholder returns through a capital-light model that has compounded free cash flow at 14% annually for a decade while maintaining zero debt and operating margins exceeding Alphabet.

The David Lin Report

Gareth Soloway warns the S&P's record highs mask a late-stage bull market deteriorating beneath the surface, with software stocks already down 20% and technical resistance suggesting a major top could form within weeks; he is short both the S&P and Bitcoin while positioning for long-term gold upside.

AI Engineer

Liam McGarrigle demonstrates building AI agents in n8n using visual workflows, emphasizing transparent orchestration over black-box automation through configurable memory, chat triggers, and tool integration for practical business applications.

Bankless

Bitcoin has reclaimed the critical $78K level, confirming bullish continuation with a high-probability target of $80K, but traders should avoid chasing the current pump and instead hold existing longs from lower levels while waiting for retracements to enter new positions.

Jordan Peterson

Jordan Peterson explores how neurobiological 'sub-personalities' structure perception and argues that adopting a phenomenological approach—treating dreams and subjective experiences as real problems requiring active solutions—transforms individuals from passive recipients into active co-creators of reality.