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Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
Max Welling traces his career from quantum gravity to founding CuspAI, explaining how physics underpins modern AI architectures and why the field of AI for science is attracting billions in investment to solve foundational materials problems—from carbon capture to next-generation GPUs—by treating nature as a computational "Physics Processing Unit."
President Trump delivered the longest State of the Union in history at 1 hour and 47 minutes, using the address to paint a rosy economic picture, attack Democrats as 'crazy' obstructionists, and assert unilateral authority over tariffs while glossing over brewing military tensions with Iran.
A viral Substack post predicting AI-driven economic collapse by 2028 triggered a massive sell-off in software stocks, accelerating a rotation toward "HALO" (Heavy Assets Low Obsolescence) investments like utilities and industrials, while Blue Owl Capital's gating of private credit fund withdrawals exposed hidden liquidity risks in the booming private credit market.
Reid Hoffman argues that AI represents the most significant technological platform shift in our lifetimes, surpassing previous cycles in speed and societal impact, and warns that organizations must aggressively deploy AI tools now while navigating risk aversion and geopolitical threats to Western innovation dominance.
This lecture covers approximate offline methods for solving POMDPs when exact solutions are computationally impossible, focusing on QMDP—a technique that solves the problem as a fully observable MDP and executes policies by weighting pre-computed Q-values with current belief states represented as alpha vectors.
Sam Lee, CEO of North Isle Copper and Gold, argues the global economy has entered a 'wartime' scenario driving unprecedented government stockpiling of critical minerals. He details how his company's 629% stock surge reflects a strategic 'gold-to-copper' financing model and why institutional investors are now forced to chase leverage in junior miners to catch up on commodity performance.
Doug O'Laughlin describes Claude Code as a capable but imperfect 'junior analyst' that amplifies expert productivity rather than replacing human judgment, while recounting his journey from value investing to semiconductor analysis through his early conviction that Moore's Law was ending.
Joe Rogan and Jim Breuer dissect inconsistencies in Jeffrey Epstein's autopsy records and death circumstances, while Breuer shares insider claims about rampant steroid use in professional baseball and they discuss how reality TV and AI technology manufacture false realities.
MIRI researcher Max Harms argues that developing artificial superintelligence poses an existential risk because intelligence and goals are orthogonal—we cannot guarantee alignment, and misalignment could trigger human extinction without the possibility of iteration or recovery.
China is capitalizing on Trump's tariff rollbacks while the IMF pushes for economic rebalancing, but experts believe China will continue its export-driven model as domestic consumption remains constrained by the ongoing property crisis.
Director Clint Bentley discusses adapting Dennis Johnson’s novella "Train Dreams" by balancing fidelity to the book’s spirit with the necessity of cinematic expansion, transforming a stream-of-consciousness narrative about an early 20th-century logger into an Oscar-nominated meditation on time, grief, and the epic quality of ordinary working-class life.
Brent Johnson argues that stablecoins represent the most significant monetary evolution since the end of the gold standard, with the U.S. government now co-opting this private innovation to potentially control a new parallel financial system worth hundreds of trillions, accelerating global dollarization while triggering a high-stakes battle between banks, tech giants, and private issuers for dominance.