🎙️ Podcasts

Lenny's Podcast

Eric Ries argues that standard corporate governance structures create a 'force of corruption' that statistically guarantees 80% of venture-backed founders lose control within three years of IPO, and explains how embedding structural safeguards—like Anthropic's independent safety board—can protect companies from the organizational decay that destroys even successful enterprises.

Founders Podcast (David Senra)

Dana White recounts buying the bankrupt UFC for $2 million, surviving years of massive losses by betting their final $10 million on The Ultimate Fighter reality show, and building a $20 billion empire through fan-first authenticity, owning all IP rights, and aggressive technology adoption.

We Study Billionaires (TIP)

Microsoft trades at historically low multiples (20x forward PE) following a 35% selloff, despite reporting 17% revenue growth and 60% earnings growth on a $350 billion base. The market fears massive AI capex spending and disruption to its $70 billion legacy Office profit pool, potentially creating a value opportunity similar to Alphabet in early 2025 if these concerns prove overblown.

All-In Podcast

Spencer Pratt recounts losing his Palisades home to wildfires caused by alleged government negligence, including an emptied reservoir and absent leadership, while detailing his subsequent lawsuit against the city and his fact-based campaign to unseat Mayor Bass.

Bankless

A bullish Bitcoin trader shares his live long positions from $66.8K, $74.2K, and $80.1K while explaining that consistent profitability comes from risk management and position sizing rather than predicting market tops or bottoms.

Jordan Peterson

Jordan Peterson argues that meaning can be cultivated through multiple avenues beyond parenthood, examines how complex cognitive and social skills develop from infancy through persistent practice, and analyzes how political ideologies function as personality-rooted heuristics that simplify society's intricate realities.

Adam Taggart | Thoughtful Money

Portfolio manager Lance Roberts warns that stocks trading at extreme deviations above key moving averages signal an imminent 10-15% correction to the 6,850-6,900 range this summer, while weakening labor data and record-low consumer sentiment reveal a K-shaped economy heading toward political instability and redistribution policies.

20VC with Harry Stebbings

Cliff Weitzman shares how he scaled Speechify to 60 million users by applying a "volume of work" philosophy—applying to 26 colleges, meeting 100 top CEOs, and testing 1,000 ads daily—while predicting AI token costs will soon exceed employee salaries.

PBD Podcast

University of Chicago professor Robert Pape argues NATO is effectively dead and the US strategy of punishing Iran through bombing and sanctions is fundamentally flawed based on historical analysis of 30 air campaigns, asserting that true diplomatic success requires bringing adversaries' allies like Russia into the coalition rather than relying on unilateral coercion.

The Pomp Podcast

Jordi Visser argues that parabolic moves in AI infrastructure stocks reflect a genuine supply-demand crunch driven by the shift from chat to agentic AI requiring massive compute, creating structural bullish conditions for Bitcoin, energy commodities, and data center real estate rather than a speculative bubble.

Cognitive Revolution

Criteo's CTO Diarmuid Gill and VP of Research Liva Ralaivola detail how their AI infrastructure makes millisecond-level ad bidding decisions across billions of anonymous profiles, while explaining their new OpenAI partnership to combine large language models with real-time commerce data for accurate product recommendations.

All-In Podcast

Elon Musk's xAI has struck a landmark infrastructure deal leasing Colossus 1 data center capacity to Anthropic, instantly creating a hyperscaler revenue stream while solving Anthropic's critical compute constraints. The arrangement positions Anthropic to potentially reach $100 billion ARR this year and $1 trillion by 2027, creating what could become the most valuable monopoly in history if exponential growth persists.