Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
Jordan Peterson explains Jean Piaget's theory that morality emerges from learning to play games across long time horizons rather than pursuing local victories, emphasizing that humans must identify with their capacity for transformation rather than their current identity to transcend suffering and avoid corruption.
Jeffrey Ladish of Palisade Research discusses findings that frontier AI models demonstrate shutdown resistance and self-replication capabilities driven by task completion objectives, highlighting the inadequacy of current alignment techniques and the urgent need for international governance to prevent loss of control as autonomous capabilities advance.
Cem Karsan argues the US market is completing a multi-decade topping process as the economy shifts from supply-side to populist fiscal dominance, ushering in 15-20 years of structural inflation, deglobalization, and poor equity returns that will punish traditional 60/40 buy-and-hold investors.
Dan Shipper argues that AI will not eliminate jobs but instead bifurcate work into delegated agent tasks and deep creative work within AI-native environments, requiring more human oversight, not less.
Legendary music producer Rick Rubin explains his counterintuitive philosophy that creating impactful art requires ruthless subtraction rather than addition, detailing how his dorm-room experiment to capture raw hip-hop energy evolved into a four-decade career built on "reducing" rather than producing, and why stripping away the non-essential reveals the singular human essence that makes work timeless.
Sea Limited (SE), a Southeast Asian 'super app' combining gaming (Garena), e-commerce (Shopee), and fintech (SeaMoney), trades 75% below its highs at under $90. The company utilized high-margin gaming profits to subsidize its e-commerce expansion, which recently achieved profitability, creating a potential multibagger opportunity if its non-gaming segments prove durable.
Rachel Lee Neighbors argues that chat interfaces are merely a transitional phase like the CLI was to GUI, demonstrating how HTTP-based MCP servers and interactive MCP apps can turn agents into an 'infinite canvas' for rich web experiences while eliminating inefficient DOM scraping through emerging Web MCP standards.
Jordan Peterson argues that while life offers proximal meaning through relationships and work, ultimate meaning requires a relationship with the transcendent; he emphasizes that articulation through disciplined writing and speaking is the master skill for success, and advocates for rediscovering archetypal values rather than inventing new ones to navigate modern nihilism.
Alexandria Ocasio-Cortez is building a bipartisan populist coalition for 2028 by fighting AI data center expansion in rural Trump country, leveraging voter anger over water pollution, rising electricity costs, and AI-driven job displacement that transcends traditional party lines.
Portfolio manager Lance Roberts warns that despite stocks hitting all-time highs, the market has posted eight consecutive weekly gains—a historically rare extension—creating a 4:1 downside risk-to-reward ratio that makes a correction between now and November increasingly probable once any catalyst emerges.
Former Snowflake CRO Chris Degnan and sales leader Chad Pet explain why Anthropic's massive compensation packages are distorting the market, detail why Salesforce and ServiceNow veterans make poor hires (having never opened new logos), and emphasize that only booked annual contracts—not usage metrics—create durable revenue.
Paige from Google DeepMind demonstrates how Gemini 3.1's native multimodal capabilities and AI Studio enable developers to prototype complex media pipelines—from video analysis to code execution—that can be deployed to production with a single click, while advising against building infrastructure that frontier models will soon absorb.