🎙️ Podcasts

Impact Theory

Tom Bilyeu dissects Attorney General Pam Bondi's chaotic congressional testimony on the Epstein files, warning that partisan theatrics are obscuring the urgent need for transparency and accountability regarding elite crimes, while also touching on Russia's potential dollar pivot, Netherlands' proposed unrealized gains tax, and existential AI safety concerns.

The David Lin Report

Economist David Woo warns markets face a 'deadly combination' of slowing growth and higher rates, while the AI trade crumbles as investors punish capex increases and Trump stimulus hopes collide with Fed independence and Congressional constraints.

Latent Space

Jeff Dean explains Google's strategy of 'owning the Pareto frontier' by developing both frontier-capable AI models (Pro/Ultra) and highly efficient variants (Flash) through distillation, enabling massive-scale deployment across Google's products while pushing boundaries in long context and multimodality.

PBD Podcast

The PBD Podcast hosts analyze newly released documents revealing the FBI destroyed the master copy of Jeffrey Epstein's prison surveillance footage in 2024, debating whether this represents systemic incompetence or deliberate cover-up, while also discussing economic volatility and faith-based resilience.

The Prof G Pod (Scott Galloway)

Wharton professor Ethan Mollick argues that while AI CEOs catastrophize about future existential risks to justify funding, the immediate disruption is already here—half of American workers secretly use AI for 3x productivity gains, particularly in coding and writing, yet companies fail to capture this value because they haven't redesigned workflows to handle the output.

Joe Rogan Experience

Evan Hafer and Joe Rogan explore the discipline required for elite archery, the technical evolution of coffee culture through four distinct waves, and the unique challenges of hunting Hawaiian axis deer.

Invest Like the Best

Cloudflare processes over 20% of global web traffic by operating as a unified reverse proxy that combines security, speed, and content delivery into a single network. The company differentiated itself from legacy vendors through a product-led growth strategy targeting the long tail of websites, while leveraging commodity hardware and strategic ISP peering relationships to build a highly defensible, scalable infrastructure.

20VC with Harry Stebbings

Mike Cannon-Brookes argues that AI won't kill software but will redistribute enterprise budgets, with product and engineering tools thriving while support software declines, requiring massive TAM expansion to justify Anthropic's $150B ARR projections.

Interesting Times with Ross Douthat

Anthropic CEO Dario Amodei envisions AI creating a "country of geniuses" that could cure cancer and generate 10-15% GDP growth within a decade, but warns the disruption will happen so fast that society may struggle to adapt, particularly in software engineering and entry-level white-collar jobs.

New York Times Podcasts

The Trump administration is moving to repeal the 2009 "endangerment finding," the legal foundation for all federal climate regulations, following a years-long covert campaign by conservative lawyers who secured funding and drafted the executive orders now being implemented.

The Pomp Podcast

Mike Novogratz joins Anthony Pompliano at Bitcoin Investor Week to discuss why veteran macro investors face their toughest decade ahead, why Bitcoin has consolidated after its $100k milestone exhaustion, and how AI-driven productivity may allow the Fed to keep rates low despite a fraying dollar reserve system.

Impact Theory

The post-WWII global order was designed to contain the USSR through a security-for-trade bargain, but it became structurally obsolete after the Cold War ended; now, irreversible demographic decline is collapsing the economic foundations of globalism, with Trump merely officiating the inevitable break rather than causing it.