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Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
AI has created a unique capital flywheel where frontier model companies raise billions pre-monetization to buy compute, convert dollars directly into capabilities via scaling laws, and vertically integrate into applications—potentially outspending and absorbing the entire ecosystem built on top of them.
Venture capital is concentrating unprecedented capital into frontier AI as Anthropic raises $30 billion at a $380 billion valuation while achieving historically unmatched 10x annual growth rates, while traditional SaaS companies face a 'gravity well' of declining valuations as Corporate America mandates AI adoption regardless of immediate ROI.
Senator Katherine Cortez Masto, a moderate Democrat and former attorney general, explains her decision to support withholding funding from the Department of Homeland Security, citing ICE's transformation into an unaccountable force that violates constitutional rights and targets non-criminals including families of local police officers.
As India becomes the world's most populous nation and fastest-growing major economy, it is pursuing a complex multi-alignment strategy—balancing historic ties with Russia, new trade deals with Europe, and fraught relations with the U.S.—to secure recognition as a great power rather than dominance like China.
Peter St-Onge advocates for simple investment theses while positioning the current AI boom at a 1997-1998 growth stage rather than a 2000 bubble peak, and explains how Austrian economics reveals that Federal Reserve interest rate manipulation—not random "animal spirits"—creates predictable boom-bust cycles that drive recession timing.
Boris Cherny, Head of Claude Code at Anthropic, reveals that AI agents now write 100% of his code and predicts the software engineering profession will be completely transformed within a year, with traditional developer titles disappearing as coding becomes universally accessible through natural language.
Jeff Cavaliere joins Andrew Huberman to detail science-based exercise optimization, covering the ideal 60/40 split between strength and conditioning, the importance of mind-muscle connection through his 'cramp test,' objective recovery monitoring via grip strength, and strategic timing for flexibility work.
Elon Musk claims AI will make retirement savings obsolete within 10-20 years by providing universal services, but Anthony Pompliano argues this is reckless advice. Instead, Pompliano warns of an imminent 'AI arms race' where rapid automation will eliminate jobs, insisting individuals must harness AI now to generate passive income before traditional employment becomes worthless.
Economist Steve Hanke argues that Iran's partial Strait of Hormuz closure is merely a warning shot with limited market impact, while a full closure could spike oil to $120, though military action remains unlikely due to new Chinese radar and Iran's refusal to surrender nuclear capabilities. Despite rumors of Russia returning to dollar settlements, Hanke maintains the greenback remains unchallenged as the world's dominant reserve currency.
Colin and Samir analyze how AI-generated 'slop' and exponentially increasing content volume have created an 'abundance era' where supply drastically exceeds audience demand, threatening individual creators' ability to stand out while blurring the line between human and artificial content.
New 'agentic' AI coding tools like Claude Code and OpenAI's Codex now allow non-programmers to build complex software and websites through simple conversation, potentially displacing entry-level developers while the technology begins improving itself recursively.
Harmonic co-founders Vlad Tenev and Tudor Achim discuss their AI system Aristotle, which achieved IMO Gold performance using formally verifiable Lean proofs rather than chain-of-thought reasoning, and outline a vision for mathematical superintelligence that could usher in an era of theoretical abundance and trustworthy AI through verifiable outputs.