🎙️ Podcasts

20VC with Harry Stebbings

Accel's Miles Clements breaks down how to evaluate AI investments using a 'time-to-value versus durability-of-value' framework, defends Cursor's explosive growth against skeptics by highlighting market expansion dynamics, and argues that successful growth investing requires balancing hyper-growth outliers with disciplined vertical SaaS rather than flocking to extremes.

Impact Theory

Iran conflict has created unprecedented oil market disruption, cutting 20 million barrels per day through Strait of Hormuz closure—4-5x larger than historic oil crises—triggering massive supply chain risks for semiconductors, fertilizers, and food production that could impact civilization-level infrastructure.

Huberman Lab

Dr. Alex Marson explains how the convergence of gene editing, AI, and molecular biology enables scientists to reprogram immune cells—particularly through CAR-T therapy—to cure cancers, representing a fundamental shift from treating disease with drugs to engineering living cells with DNA instructions.

The Prof G Pod (Scott Galloway)

Despite US-Iran military escalation and the killing of Iranian leadership, markets remain surprisingly calm with a flat S&P and climbing Treasury yields, suggesting investors price the conflict as short-lived and contained—though the hosts warn this complacency ignores risks of regional destabilization and eroding US global leadership.

The David Lin Report

Economist Steve Hanke argues that while current oil supply disruptions pose less structural risk than the 1979 crisis due to improved US energy independence and lower oil intensity, the market faces greater danger from an existing stock market bubble and accelerating money supply growth that threatens persistent inflation regardless of oil prices.

Bankless

Technical analyst Ahmed warns that Bitcoin could drop to $60K-$58K if it loses the $65.6K support level, emphasizing a structured bearish setup where traders should avoid shorting breakdowns and instead wait for relief pumps to enter positions, while highlighting that Ethereum and altcoins are too fragile to withstand such a move.

Latent Space

NVIDIA engineers discuss securing AI agents through the 'two of three' capability rule, the evolution of Brev from startup to NVIDIA's developer experience layer, and how DGX Spark bridges local and cloud GPU workflows for a broader developer audience.

Cognitive Revolution

Former YC founder Jesse Genet, despite having no prior coding experience, built a team of five specialized AI agents running on local Mac Minis to manage her homeschool curriculum, finances, and content creation, freeing her to spend more time engaged with her four young children.

Jordan Peterson

Peterson argues that personality transformation through voluntary 'death and rebirth' of outdated structures is more vital than static traits, while warning that conscientiousness becomes pathological when extreme, and that deceit distorts memory into pathology.

TED

Legendary songwriter Jason "Poo Bear" Boyd explores music's technological evolution from reel-to-reel to AI, arguing that while artificial intelligence serves as a valuable creative tool, the irreplaceable human soul ensures authentic artistry will always cycle back to analog warmth and live performance.

Lenny's Podcast

Applied Intuition CEO Qasar Younis discusses how his $15 billion company powers autonomous vehicles across industries from farming to defense, arguing that AI will reduce net human suffering through abundance while urging people to understand the technology's limitations to overcome misplaced fears.

We Study Billionaires (TIP)

Duolingo trades at a surprisingly reasonable valuation of 20x free cash flow despite 30% growth, but investors are divided on whether its gamified learning model can overcome high user churn and limited fluency outcomes to capture a trillion-dollar education market.