🎙️ Podcasts

Dwarkesh Patel

Elon Musk argues that terrestrial power constraints will make Earth-based AI data centers economically unviable at scale within 36 months, predicting that orbital data centers powered by space-based solar will become the cheapest solution due to unlimited energy availability, higher solar efficiency, and regulatory arbitrage, requiring massive investments in Starship launches and domestic chip manufacturing.

Adam Taggart | Thoughtful Money

Chance Finucane warns that the S&P 500's free cash flow multiple has stretched to nearly 30x (vs. 20x historical average) as big tech spends heavily on AI with uncertain returns, positioning 2026 as a likely year of rotation from overvalued hyperscalers toward commodities and diversified sectors with significant volatility expected.

Bankless

Bitcoin's crash to $68,000 represents a strategic accumulation opportunity as the asset tests its 2021 all-time high support, with technical indicators suggesting a floor between $58,000 (production cost/200 WMA) and $49,000 worst-case, while extreme fear and $650M in liquidations signal potential capitulation.

20VC with Harry Stebbings

The SpaceX-XAI merger at $1.25T signals the end of the 'stay private forever' era, as AI's insatiable compute demands exhaust private capital and force mega-companies toward IPOs, while traditional SaaS stocks collapse amid existential doubts about recurring revenue durability.

Interesting Times with Ross Douthat

Ross Douthat interviews pro-life activist Lila Rose about the movement's trajectory post-Roe, where she argues abortion constitutes murder of distinct human life from conception while critiquing feminism's reliance on the sexual revolution, and insists that abolishing abortion requires robust government support for pregnant women.

Impact Theory

Despite coordinated fear-mongering campaigns by effective altruists and AI companies seeking regulatory capture, current large language models are technically plateauing rather than achieving true AGI. However, the rise of multi-step 'functional AGI' coding agents is creating a 'vibe coding' revolution that will displace resistant software engineers while empowering adaptable knowledge workers and enabling a new decentralized entrepreneurial class.

Huberman Lab

Ido Portal reframes movement as an open, decentralized system of self-inquiry that extends far beyond exercise, emphasizing sensory awareness, breaking habitual postures, and introducing playfulness to unlock physical and cognitive freedom.

This Week in Startups (Jason Calacanis)

Aspiring AI researchers should build small language models from scratch to master fundamentals, then specialize deeply in narrow areas like RLHF or character training, while carefully weighing the trade-offs between academia's intellectual freedom and frontier labs' high compensation but intense 996 work culture.

The Prof G Pod (Scott Galloway)

Google's plan to nearly double capital expenditures to $180 billion reignited market fears over AI infrastructure costs, while software stocks cratered on existential business model concerns and the GLP-1 weight-loss market saw Eli Lilly surge as rival Novo Nordisk collapsed.

My First Million

Joe Tsai recounts Alibaba's journey from rejected startup to global giant, emphasizing the importance of finding complementary co-founders, maintaining mission-driven focus despite investor skepticism, and his 2023 return to streamline the company around core e-commerce and AI cloud infrastructure.

The David Lin Report

Clem Chambers predicts gold will continue grinding toward $6,000-$8,000 while silver corrects its parabolic bubble back toward gold's trend line; copper is poised to begin its own explosive 'hockey stick' move as capital rotates from precious metals to industrial commodities and eventually energy.

The Pomp Podcast

Jeff Park argues Bitcoin has structurally decoupled from global liquidity and entered a bear market, proposing that the asset's next bull run will depend on its emergence as a 'positive real' hedge against sovereign debt crises and monetary system breakdown rather than traditional QE-driven dynamics, catalyzed by potential Fed restructuring under Kevin Warsh.