🎙️ Podcasts

a16z Podcast

AI infrastructure deployment is unprecedented with $400B in annual capex from tech giants, while input costs have plummeted 99% and user adoption occurs 5x faster than previous tech cycles. However, energy availability and cooling technology will become the critical bottlenecks constraining growth over the next five years, even as business models evolve to capture value through price discrimination and high retention rates.

Huberman Lab

Dr. David Eagleman explains that neuroplasticity allows the human brain to constantly reconfigure its 86 billion neurons throughout life, emphasizing that maintaining this flexibility requires continuously seeking novel challenges rather than repeating mastered skills, while modern tools like AI can enhance critical thinking when leveraged through curiosity-driven inquiry.

Conversations with Tyler (Tyler Cowen)

Tyler Muir explains that Quantitative Easing operates primarily as a state-contingent commitment that backstops financial intermediary balance sheets during crises, challenging traditional "Wallace neutrality" by demonstrating that asset prices are set by constrained intermediaries rather than representative households, creating immediate market impacts through policy announcements alone.

Cognitive Revolution

Dominic Williams outlines the Internet Computer as a 'sovereign cloud' enabling tamperproof, unstoppable applications built by AI through natural language prompts, representing a fundamental reimagining of cloud computing that intersects with critical debates around AI safety and decentralized control.

Machine Learning Street Talk

Dr. Jeff Beck argues that agency cannot be verified from external behavior alone, requiring instead evidence of internal planning and counterfactual reasoning, while advocating for energy-based models and joint embedding architectures as biologically plausible alternatives to standard function approximation.

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.