🎙️ Podcasts

We Study Billionaires (TIP)

Despite Meta trading at a significant discount to tech peers (22x forward PE) and improving its core ad business with AI, the market is pricing in skepticism about $100B annual AI investments. The Reality Labs division has burned $70B with limited success in VR, and Meta faces steep competition from Google's Android XR ecosystem in the AR glasses race, raising questions about whether this massive capex will generate returns or simply dilute the core business.

The Pomp Podcast

The video argues that silver is being repriced as a critical technology mineral for AI and drones, triggering a capital rotation from gold to silver that will soon mirror in crypto with Ethereum leading Bitcoin higher. A massive short squeeze in Bitcoin is expected this year as the two-year whale redistribution phase ends, making current prices the final opportunity to enter before a parabolic breakout above $100,000.

Stanford Online

This seminar outlines research on resilient autonomy for robots in degraded environments like underground mines and caves, emphasizing unified perception models that process pixels once for multiple geometric tasks, multi-modal sensor fusion (thermal, IMU, radar), and novel representations enabling long-range semantic reasoning without depth.

The Pomp Podcast

Opendoor CEO Carrie Wheeler argues that housing affordability is crushed by friction costs (now 10% of transactions) rather than just supply shortages, proposing that AI-native mortgages and integrated services can reduce closing times from months to days and effectively create the equivalent of 5 million new homes through efficiency gains alone.

My First Million

True leadership agility comes from abandoning rigid plans and shadow stories in favor of present-moment awareness that treats mistakes and constraints as 'offers'—environmental gifts that, when accepted rather than blocked, unlock more creative and adaptive solutions than original plans could provide.

Joe Rogan Experience

Telecommunications engineer Filippo Biondi details using satellite radar tomography to detect massive spiral-column structures extending 600 meters beneath the Giza pyramids, leading to 80-meter cubic chambers—a discovery validated by over 200 cross-confirmed scans that challenges established archaeological timelines.

Latent Space

Yi Tay returns to Google DeepMind Singapore to lead the Reasoning and AGI team, explaining the shift toward on-policy reinforcement learning as the dominant paradigm for model reasoning and sharing the technical story behind Gemini's IMO Gold achievement using an end-to-end text approach.

Machine Learning Street Talk

Mazviita Chirimuuta argues that AI's assumption of discoverable mathematical "source code" underlying messy reality repeats Plato's idealism, warning that scientific abstraction is a practical tool for limited human cognition rather than a window into eternal truths about mind or mechanism.

Cognitive Revolution

Fine-tuning has become largely unnecessary as modern base models can handle most tasks through advanced prompting, while new safety research reveals the technique can trigger unpredictable generalized misalignment that modifies model personality rather than just task performance.

Joe Rogan Experience

Comedian Ehsan Ahmad joins Rogan to debunk political narratives surrounding Austin's comedy scene, analyze ICE enforcement statistics and border policy impacts, and discuss the legal roadblocks preventing full disclosure of Jeffrey Epstein's files.

Interesting Times with Ross Douthat

Contrary to revival narratives, American secularization has plateaued at 30% religiously unaffiliated since 2020, driven by a gender reversal where Gen Z women leave churches faster than men, and an educational divide where upper-middle-class professionals remain more religious than the working class.

Huberman Lab

Dr. Paul Conti explains that trauma overwhelms coping mechanisms and alters brain function, creating cycles of guilt, shame, and repetition compulsions that dominate present life; true healing requires externalizing these experiences through trusted communication to unlock their grip, while clinical psychedelics offer promising tools to bypass cognitive defenses and access self-compassion.