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Conversations with Tyler (Tyler Cowen)

Former OFR Director Richard Berner warns that global liquidity has become increasingly fragile due to a fundamental mismatch between surging sovereign debt issuance and shrinking market-making capacity, while the shift to collateralized finance and looming fiscal dominance risks threaten to amplify future financial stress.

Founders Podcast (David Senra)

Tobi Lütke explains that companies are primitive social technologies allowing entrepreneurs to test counterfactual visions against reality, but Shopify nearly failed when he tried to "cosplay" as a traditional CEO after the IPO—only surviving COVID by personally canceling 60% of projects and rederiving the company from first principles.

Cognitive Revolution

Cybersecurity veteran Daniel Miessler presents his Personal AI Infrastructure (PAI) framework designed to activate human agency rather than replace it, while predicting that scaffolding tools like Claude Code will enable corporations to converge toward single-owner structures staffed by AI agents—rendering most traditional knowledge work obsolete by 2027.

We Study Billionaires (TIP)

Churchill Downs (CHDN) operates the iconic Kentucky Derby while generating consistent profits through a unique ecosystem of Historical Racing Machines and B2B gambling technology, delivering 17% annual returns over the past decade—a rare combination of trophy asset prestige and viable business economics.

Machine Learning Street Talk

The video argues that every historical model of the brain—from hydraulic pumps to modern computers—represents a "fallacy of misplaced concreteness" where useful technological metaphors are mistaken for literal biological reality, advocating instead for epistemic humility regarding whether nature is truly simple or merely intelligible through necessary human simplifications.

The Pomp Podcast

Jordi Visser argues that AI-driven deflation will crush abundant digital assets (like Big Tech software) while dramatically increasing the value of scarce assets like Bitcoin, which he views as the ultimate hedge against technological abundance rather than just inflation.

Latent Space

Brex CTO James Reggio details how the company is executing a three-pillar AI strategy—corporate adoption, operational automation, and product innovation—to transform into an agentic finance platform, achieving 5x growth with 99% burn reduction by deploying a hybrid architecture that pairs internal LLM infrastructure with a custom multi-agent framework.

My First Million

A.G. Sulzberger recounts stewarding The New York Times through existential digital disruption and unprecedented political attacks, detailing how radical transparency about business threats, a leaked innovation report, and clarifying unchanging core values enabled cultural transformation while maintaining editorial independence.

Stanford Online

This seminar introduces a robot motion planning framework that embeds physics-based PDE priors (specifically the Eikonal equation) into neural networks, achieving real-time inference in high-dimensional spaces while eliminating the need for weeks of expert data gathering required by conventional data-driven methods.

Interesting Times with Ross Douthat

Francisco Segovia, executive director of Minneapolis nonprofit COPAL, describes training hundreds of residents as 'constitutional observers' to legally document ICE arrests without obstructing agents, operating amid a tense street environment where residents use whistles to warn communities and armed encounters have recently turned fatal.

Stanford Online

Drawing on the Computers Are Social Actors (CASA) framework, this seminar explores how large language models function as uniquely anthropomorphic social agents, examining user privacy behaviors with AI companions and arguing for HCI interventions that address the asymmetrical risks of these corporate-owned yet socially-intimate relationships.

Huberman Lab

Dr. Wendy Suzuki reveals how aerobic exercise creates a 'neurochemical bubble bath' that stimulates BDNF, grows new hippocampal neurons, and sharpens prefrontal function, with research showing that just 2-3 weekly cardio sessions can significantly enhance memory and potentially add nearly a decade of healthy cognition later in life.