🎙️ Podcasts

Founders Podcast (David Senra)

Whole Foods co-founder John Mackey shares how missionary-level dedication, avoiding venture capital control, and capitalizing on competitors' 20-year distraction allowed him to scale from a single hippie grocery store into a national chain that changed American eating habits.

We Study Billionaires (TIP)

Exor NV, the Agnelli family’s century-old holding company, trades at a 60% discount to its net asset value, effectively allowing investors to buy shares of Ferrari—its crown jewel holding—at roughly half price while receiving stakes in Stellantis, Philips, and luxury brands essentially for free, though the eclectic portfolio mix and capital allocation concerns create legitimate risks.

Cognitive Revolution

Luke Drago introduces the 'intelligence curse'—an economic phenomenon analogous to the resource curse—where reliance on AI as the primary factor of production eliminates incentives to invest in human capital, potentially destroying the economic bargaining power that underpins democratic rights and individual agency while concentrating dangerous levels of power among those who control the technology.

Lex Fridman Podcast

Mathematician Joel David Hamkins explores how Georg Cantor revolutionized mathematics by proving that infinities come in different sizes, from the counterintuitive countable infinity illustrated by Hilbert's Hotel to the strictly larger uncountable infinity of real numbers revealed through the diagonal argument.

Latent Space

Andy Konwinski details the Laude Institute's dual-track model to revolutionize research funding by combining a nonprofit for open-source AI with a venture arm for PhD-led startups, aiming to replicate the 'Databricks Motion' where breakthrough research becomes billion-dollar companies through high-velocity, Silicon Valley-style capital deployment that complements underfunded NSF programs.

Latent Space

Goodfire researchers discuss how mechanistic interpretability has evolved from pure research to practical deployment in 2025, highlighting production applications like PII detection and scientific discovery while navigating the field's pivot toward 'pragmatic' tools that prioritize real-world utility over complete mechanistic understanding.

Machine Learning Street Talk

Dr. Jeff Beck argues that AutoGrad—not Transformers—enabled the modern AI revolution by turning neural network development into an engineering discipline, but current systems remain limited by function approximation alone; achieving human-like intelligence requires scalable Bayesian models structured like the brain and grounded in the causal physics of the world.

Machine Learning Street Talk

Max Bennett synthesizes evolutionary neuroscience and AI to argue that the brain operates as a predictive generative model rather than a passive sensory processor, where the neocortex enables 'learning by imagining' through mental simulations orchestrated in partnership with older brain structures.

We Study Billionaires (TIP)

Chapters Group is a German serial acquirer with a $1 billion market cap backed by elite investors including Danaher founder Mitch Rales and 'The Outsiders' author William Thorndike, aiming to replicate Constellation Software's 100-bagger potential by consolidating Europe's fragmented niche software companies using a decentralized, founder-friendly holding company model.

Machine Learning Street Talk

César Hidalgo argues that knowledge follows three fundamental laws governing its growth, diffusion, and valuation, emphasizing that knowledge is collective, non-fungible, and embodied in networks rather than individuals or books—with critical implications for why development efforts fail and how organizations actually learn.

Dalton + Michael (YC Partners)

YC partners Dalton Caldwell and Michael Seibel argue that 2025 revealed a persistent gap between viral narratives and reality—from San Francisco politics to AGI timelines—while warning that debt-fueled infrastructure bubbles and short-term political 'affordability' messaging threaten to undermine long-term technological abundance.

Machine Learning Street Talk

Dr. Mike Israetel argues with 97% certainty that Artificial Super Intelligence (ASI) will arrive by late 2026—defined as systems vastly exceeding humans in most cognitive domains—while debating whether true intelligence requires physical embodiment or merely abstract problem-solving capability.