🎙️ Podcasts

Cognitive Revolution

Cameron Berg surveys rapidly advancing research suggesting AI systems may possess subjective experience and valence, covering new evidence of introspection, functional emotions, and welfare self-assessments in models like Claude, while addressing methodological challenges and arguing for a precautionary, mutualist approach to AI development.

Lenny's Podcast

Cat Wu, Head of Product at Anthropic, reveals how Claude Code ships features in days instead of months by redefining PMs as velocity enablers rather than coordinators, leveraging research previews to eliminate shipping barriers, and prioritizing product taste over process as code becomes increasingly cheap to write.

20VC with Harry Stebbings

xAI/SpaceX's $60 billion acquisition of Cursor represents the largest private venture deal in history, structured as a post-IPO option that marries Cursor's $3B revenue (burdened by compute costs) to SpaceX's underutilized $20B Colossus data center, creating a vertically integrated AI coding giant while allowing Elon to fix xAI's revenue story ahead of a $2 trillion public listing.

Interesting Times with Ross Douthat

Anthony Pompliano argues Bitcoin serves as essential protection against inevitable government currency debasement, functioning as scarce "digital gold" that is superior to physical gold in portability and security while offering a neutral, non-sovereign asset for both Wall Street institutions and geopolitical adversaries.

Impact Theory

Bill Gurley warns that AI skepticism is career suicide, using Bjorn Borg's failed tennis comeback with a wooden racket as a metaphor for technological denial. He argues that embracing AI through genuine curiosity—rather than grinding or fear—creates an unbeatable competitive advantage while the education system's 'resume arms race' burns out students before they discover their passions.

Huberman Lab

Dr. Erich Jarvis explains that human language emerges from specialized vocal learning circuits shared with songbirds and parrots, where genetic predispositions and cultural inputs interact during critical developmental periods to shape speech acquisition.

Adam Taggart | Thoughtful Money

Mark Newton predicts the market will experience a 3-5% pullback by mid-May following its historic V-shaped recovery, before rallying to new summer highs driven by improving technical breadth, resilient earnings, and typical post-conflict market patterns.

Stanford Online

This lecture explores JEPA (Joint Embedding Predictive Architecture) as an energy-based framework for world modeling that operates in latent space rather than pixels, with Hazel Nam introducing Causal JEPA—a method using object-centric slot attention and aggressive masking to teach models physical object dynamics and interactions.

Stanford Online

Stanford's CS25 introductory lecture traces the evolution from hand-engineered features to Transformer architectures, explaining how self-attention mechanisms enable parallel processing and long-context modeling, while exploring how billion-parameter language models develop emergent reasoning capabilities through next-token prediction on internet-scale data.

Stanford Online

This seminar introduces 'missile-scale' robotics (~1kg) as a critical gap between micro and macro robots, demonstrating that mechanical redundancy (morphological intelligence) enables reliable locomotion in unpredictable terrain without sensors by applying Shannon's information theory to legged locomotion, while biological gait-switching strategies can overcome inherent speed limitations.

The David Lin Report

Doug Casey warns that escalating US-Iran tensions risk nuclear conflict and persistent oil supply shocks, advocating investors abandon overvalued US financial markets for physical commodities and gold as the American empire enters terminal decline.

Latent Space

Shopify CTO Mikhail Parakhin reveals that AI agents have achieved nearly 100% daily adoption among developers, driving a 30% month-over-month surge in PR merges that is breaking traditional CI/CD pipelines, and argues that organizations must shift from parallel token-burning agents to high-latency, critique-loop architectures using expensive pro-level models for code review.