🎙️ Podcasts

Long-form interviews and conversations with tech, AI, and finance leaders (30min+)

Search
Mercado Libre Stock Analysis: Undervalued or Overrated?
1:32:15
We Study Billionaires (TIP) We Study Billionaires (TIP)

Mercado Libre Stock Analysis: Undervalued or Overrated?

Mercado Libre is the only public company to deliver 30%+ revenue growth for 27 consecutive quarters, yet trades at its lowest valuation ever despite expanding operating profits 30-fold over five years while the stock rose only 30%, creating a potential opportunity as Latin American e-commerce penetration sits at just 14%.

2 months ago · 9 points
AMA Part 1: Is Claude Code AGI?  Are we in a bubble?  Plus Live Player Analysis
1:54:30
Cognitive Revolution Cognitive Revolution

AMA Part 1: Is Claude Code AGI? Are we in a bubble? Plus Live Player Analysis

The host shares a cautiously optimistic update on his son's cancer treatment, which achieved remission with help from AI-suggested minimal residual disease testing, while offering practical advice for leveraging AI in high-stakes scenarios and tempering expectations about Claude Opus 4.5 constituting AGI.

3 months ago · 9 points
Artificial Analysis: The Independent LLM Analysis House — with George Cameron and Micah Hill-Smith
1:18:15
Latent Space Latent Space

Artificial Analysis: The Independent LLM Analysis House — with George Cameron and Micah Hill-Smith

Artificial Analysis co-founders George Cameron and Micah Hill-Smith detail their journey from a side project to becoming the presumptive independent standard for LLM evaluation, revealing how they maintain objectivity through 'mystery shopper' protocols while navigating the shift from an OpenAI-dominated market to a fragmented, globally competitive landscape.

3 months ago · 9 points
DSPy: The End of Prompt Engineering - Kevin Madura, AlixPartners
1:13:13
AI Engineer AI Engineer

DSPy: The End of Prompt Engineering - Kevin Madura, AlixPartners

Kevin Madura from AlixPartners demonstrates how DSPy shifts AI development from manual prompt engineering to declarative programming, enabling developers to build modular, optimizable Python systems that treat LLMs as first-class citizens while remaining robust to model changes.

3 months ago · 9 points
Michael Bloomberg - Founder of Bloomberg L.P. & Former NYC Mayor | Podcast | In Good Company
33:42
In Good Company (Nicolai Tangen) In Good Company (Nicolai Tangen)

Michael Bloomberg - Founder of Bloomberg L.P. & Former NYC Mayor | Podcast | In Good Company

Michael Bloomberg shares his journey from a laid-off Salomon Brothers partner to building a financial data empire, emphasizing that success comes from solving real problems, outworking competitors, and taking care of people—principles he applied equally to business, 12 years as NYC Mayor, and giving away over $20 billion in philanthropy.

3 months ago · 9 points
Build a Prompt Learning Loop - SallyAnn DeLucia & Fuad Ali, Arize
52:08
AI Engineer AI Engineer

Build a Prompt Learning Loop - SallyAnn DeLucia & Fuad Ali, Arize

SallyAnn DeLucia and Fuad Ali from Arize demonstrate how iterative "prompt learning"—combining automated evaluations with human explanatory feedback—can improve AI agent performance by 15% without fine-tuning, outperforming traditional optimization methods while reducing costs significantly.

3 months ago · 8 points
Building & Scaling the AI Safety Research Community, with Ryan Kidd of MATS
1:55:02
Cognitive Revolution Cognitive Revolution

Building & Scaling the AI Safety Research Community, with Ryan Kidd of MATS

Ryan Kidd of MATS discusses high uncertainty around AGI timelines (median 2033), the paradoxical state of AI safety where frontier models display both surprising ethical alignment and concerning deception capabilities, and why MATS employs a portfolio strategy to develop talent across diverse research agendas—including long-term bets that could be compressed by future AI labor.

3 months ago · 10 points