RECENT EPISODES
Sat 7 NovMidterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What's Next for TrumpDemocrats’ sweep of Congress and at least 29 governorships sparked debate over whether affordability pressures or the Iran war drove voters away from Trump, and what policy shifts could restore support. The AI-linked selloff erased nearly $4 trillion from Nvidia, SpaceX, Tesla, AMD and Micron, while local opposition and permitting uncertainty clouded data-center expansion. Speakers warned a construction slowdown could favor hyperscalers and constrain compute for outside developers and AI model companies.Fri 30 OctAnthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm PredictionsThe episode examines Anthropic’s reportedly targeted November 16 IPO and whether its rapid revenue growth, high gross margins and improving cost efficiency justify a potential $100 billion raise and trillion-dollar valuation, amid major compute and competition risks. It also unpacks Google’s 10%–15% share drop and roughly $500 billion market-value wipeout after Q3 results, weighing Cloud growth against concerns that AI could pressure search ads. Midterm forecasts range from a narrow split result to a Democratic sweep.Thu 29 OctWHOOP CEO, Will Ahmed: 50B Hours of Health Data, a 4 Million Member Data Moat, & the FDA FightWHOOP CEO Will Ahmed says members have generated more than 50 billion hours of physiological data, with the company expecting around 4 million members by year-end. He sees that data, combined with member journals and health records, powering an AI coach; about 80% of members already interact with WHOOP’s AI. Ahmed also recounts the FDA warning over WHOOP’s blood-pressure wellness feature and the agency’s later guidance update, which he says WHOOP’s case helped inform.Fri 23 OctAI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?Ken Griffin is bullish on AI’s long-term potential but says it is almost certainly in a bubble, with returns hinging on measurable productivity as spending concentrates among a small group of firms. AI-assisted research uncovered critical PHP flaws in software used by about 70% of websites, prompting urgent patching; feared attacks on Bitcoin, websites or bank accounts were not established. In France, protests and fiscal strain sharpened concerns about social cohesion, debt and borrowing costs.Wed 21 OctArvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS CollapseArvind Krishna says a quantum computer capable of breaking today’s cryptography could arrive as early as 2028, making a shift toward quantum-safe systems urgent. Nikesh Arora recommends choosing models for the task, from small specialized systems to frontier AI, and expects open-weight models to gain ground in enterprise use. They also discuss coding agents’ role in finding vulnerabilities and the possibility that AI could consolidate thousands of enterprise software vendors into a handful of platforms.Mon 19 OctDylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing CreativityDylan Field argues that as AI makes coding easier, design becomes “the new code,” while engineers remain essential and strong products still require thoughtful workflows. AI lowers the barrier to making digital work, but Field says distinctive creativity still takes effort, risk, and a clear point of view. He sees the opportunity in using AI to help more people create without letting its patterns replace their own judgment and expression.Sat 17 OctCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates DoomerCoreWeave, IREN and Nebius fell about 20% as investors questioned AI infrastructure financing: CoreWeave bonds traded near 80 cents, and roughly half the $35 billion needed for contracted capacity remains unfinanced. The discussion weighs whether AI demand can offset debt, fixed-price commitments and execution risks. Anthropic reported $16.8 billion in Q3 revenue and positive free cash flow but disclosed no ARR or adjusted-margin calculations, raising IPO questions.Thu 15 OctElizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder's DocumentaryBilly Evans recounts meeting Elizabeth Holmes before her indictment, her trial and conviction on investor-fraud counts, and his view that she stayed silent at a cost. He describes raising their two children while Holmes serves her sentence at Bryan Federal Prison Camp, and discusses efforts to secure her release. He also explains the personal focus of You Can See Everything, the documentary filmed with Nathan Fielder before Holmes entered prison.Mon 12 OctMartin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught HimMartin Shkreli says he spotted drug rights that pharmaceutical companies undervalued, citing a $2 million purchase from Bristol Myers and a company that later reached a $6 billion valuation; he also launched an NLP firm to search medical literature for drug opportunities. He doubts quantum computers can replace conventional machines for most tasks, though he and his wife lost millions shorting quantum companies. Prison, he says, taught him to let go of defining himself as a great trader.Sat 10 OctIs Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France RiotsAnthropic convened religious leaders and philosophers to debate whether Claude could be conscious or suffer, while the Pope rejected AI consciousness and critics warned that model-welfare rules could complicate alignment. OpenAI’s unreleased model reportedly produced more than 700 mathematical papers, including 370 major results; Lean checked the proofs, but they had not been peer-reviewed, and speakers cautioned that narrow advances do not guarantee practical breakthroughs. France’s protests over austerity and deteriorating schools unfolded amid its 10-year bond yield topping 5%.Fri 2 OctTrump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm PredictionsDavid Sacks describes the White House AI summit and an accord signed by six frontier-model companies, committing them to internal controls, external audits, and board oversight. The panel also weighs stronger-than-expected figures, including Q2 GDP revised to 2.2% and August payrolls up 162,000, against inflation and fuel-cost risks. Midterm forecasts diverge, with Polymarket odds cited at 64% for Democrats to win both chambers.Wed 30 SeptJake Paul & The Chainsmokers: Turning Fame into Funds, Jake Enters Politics? & Venture Bubble SignsJake Paul explains how fame can fuel businesses and investing, from building Team 10 to raising $100 million for Anti-Fund, and considers using social media audiences to enter politics. The Chainsmokers discuss Mantis’s Series A investments and how their reach supports founders. They also examine venture’s long timelines and illiquidity, warning that secondary deals priced two or three times a company’s initial valuation without stronger performance can signal a bubble.Mon 28 SeptDaniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's PotentialAfter stepping back from day-to-day work at Spotify, Daniel Ek discusses building Neko and why healthcare incentives favor treating serious illness over prevention. Neko combines repeated measurements, sensors and AI with clinician review to flag risks early; it has found a serious, previously undiagnosed condition in around 1% of members, though Ek says its data are not yet sufficient to establish population-level outcomes. He also reflects on AI’s potential and risks.Sat 26 SeptAnthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment FailsAnthropic’s IPO prospects look less certain as its existential-risk warnings, customer concentration and a reported $2 trillion valuation collide with growing competition from open-weight models. The discussion links open-source gains to falling token prices, including 50% cuts by Anthropic and OpenAI, and asks whether premium frontier models can retain enough demand. Meta’s Muse, meanwhile, reached No. 1 in the App Store with three million downloads, prompting debate over practical AI agents and alignment.Wed 23 SeptLuca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't CompeteLuca Ferrari traces Bending Spoons’ start to roughly $40,000 left after an AI startup failed, then explains why the company buys users and product-market fit rather than building every product from scratch. He describes how its engineering and design teams improve acquired businesses, and argues that shared technology and pooled talent give Bending Spoons an edge over private equity—though he says building a comparable organization takes years.Wed 23 SeptSteve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA RepublicansIn this episode, Steve Hilton and Spencer Pratt tackle California's pressing issues, including the state's high poverty and unemployment rates, and the overwhelming regulatory environment. Hilton proposes significant reforms to reduce regulations and lower gas prices, while Pratt raises concerns about voter fraud and the integrity of mail-in ballots. Both criticize the current leadership for exacerbating public health crises and advocate for common-sense policies to revitalize the state, emphasizing the need for increased voter turnout among Republicans.Tue 22 SeptBlake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the EngineIn this episode, Blake Scholl shares insights on Boom Supersonic's ambitious plans to revive commercial supersonic flight, highlighting the recent lifting of the U.S. ban on such travel. He discusses the company's shift to in-house engine development after initial setbacks with Rolls Royce, aiming to create the most tested jet engine ever.Mon 21 SeptNaveen Rao: 4D Computing, AI's Energy Wall & Beating BiologyIn this episode, Naveen Rao explores the future of AI and computing, emphasizing the urgent need for innovative approaches to overcome the energy demands of AI services, which could lead to shortages in just three years. He introduces his company's groundbreaking 4D computing technology, designed to enhance efficiency by integrating compute and memory, achieving significant energy savings. Rao envisions a shift towards smaller, eco-friendly data centers that could surpass biological efficiency, highlighting the interdisciplinary collaboration necessary for this transformation.Sun 20 SeptAdam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad MarketIn this episode, Adam Foroughi, CEO of Applovin, shares insights on navigating a staggering 92% drawdown while emphasizing the company's pivotal role in the $50 billion mobile gaming ad market. He likens advertising to machine learning 1.0, highlighting its profitability and relevance in driving economic growth. Foroughi also discusses the importance of consumer privacy regulations and the potential for technology to enhance product discovery, all while maintaining Applovin's impressive EBITDA margin of 84%.Sat 19 SeptBill Gurley: Searching for FeynmanBill Gurley presents Richard Feynman’s Challenger investigation as a model for pursuing technical evidence and institutional failures, not stopping at blame. He explains CAPA’s root-cause process and argues that COVID-19 also warrants an independent inquiry focused on preventing another pandemic; he says the virus’s origins remain unresolved and an AI assessment identified the EcoHealth Alliance proposal as a high-priority lead.Fri 18 SeptJared Isaacman: A New Era for NASA and American Space ExplorationIn this episode, Jared Isaacman discusses the resurgence of NASA and its pivotal role in a new era of American space exploration. He outlines the ambitious timeline for Artemis III, set to launch in 2027, and emphasizes the importance of lunar survival science for future Mars missions. Isaacman also highlights the need for a sustainable lunar economy and the integration of commercial partnerships, particularly with SpaceX, to advance technological innovations and maintain U.S. leadership in space.Fri 18 SeptNick Shirley: Exposing Government Fraud, Suing California & Taking on the MediaIn this episode, Nick Shirley exposes the staggering costs and delays of California's high-speed rail project, which has ballooned from an initial $33 billion to estimates as high as $236 billion. He also highlights government fraud, detailing a $10 million immigration support services scam and his legal battle against a law that limits reporting on such issues. Shirley emphasizes the importance of investigative journalism in combating corruption and calls for greater support to address widespread welfare fraud in the U.S.Thu 17 SeptMeta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's FutureDina Powell McCormick discusses Meta's significant investment in data centers, which is enhancing AI capabilities and creating job opportunities in Richland Parish. The community's initial concerns have shifted as they recognize the economic benefits, including a substantial increase in sales tax collections. McCormick also highlights the expected 500,000 open jobs in data center roles and the importance of ongoing communication to ensure community understanding of these advantages, while addressing the need for industry standards regarding children's app usage.Thu 17 SeptBrad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off ProblemIn this episode, Brad Gerstner discusses the current state of the market, emphasizing that the rise in semiconductors is driving 70% of NASDAQ returns and dismissing the notion of an AI bubble. He highlights the significant growth potential in AI, predicting that top labs must reach a $180 billion run rate by year-end to sustain momentum.Tue 15 SeptJD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the MidtermsIn this episode, J.D. Vance delves into pressing issues such as the administration's anti-fraud initiatives, which he claims have saved $250 billion, and the challenges posed by the H-1B visa program, which he argues is misused to displace American workers. He also discusses the administration's approach to artificial intelligence, emphasizing the need for robust cybersecurity measures. Vance shares his insights on the upcoming midterm elections and the importance of prioritizing American interests in foreign policy, particularly regarding Israel.Tue 15 SeptSatya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AIIn this episode, Satya Nadella discusses the current landscape of AI, addressing the slowdown in doomer predictions and emphasizing the importance of human control over technology. He outlines Microsoft's ambitious $80 billion investment in Azure and the need for interoperability standards in AI models. Nadella also highlights the potential for AI to enhance productivity, particularly in healthcare, while cautioning enterprises to carefully evaluate AI models to maintain control and transparency.Tue 15 SeptElon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla MergerIn this episode, Elon Musk and Gwynne Shotwell delve into the integration of artificial intelligence at SpaceX, emphasizing its critical role in future rocket generations and the ambitious goal of landing humans on Mars within the next decade. Musk raises alarms about the potential dangers of advanced AI, advocating for peer review and collaboration among companies to enhance safety.Mon 14 SeptJensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)In this episode, Jensen Huang discusses the critical importance of safety in AI development, arguing against fears of job loss due to AI, which he believes are unfounded. He highlights NVIDIA's impressive growth and the significant investment in AI, with $400 billion directed toward AI-native companies recently. President Trump supports Huang's views, labeling the AI narrative a hoax and emphasizing the transformative potential of AI, predicting a $20 trillion investment influx into the U.S. within a year.Fri 11 SeptAI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B CollapseThis episode delves into the existential threats posed by AI, featuring Jacob Coxen's resignation from Anthropic over safety concerns and the implications for the company's upcoming IPO. It also highlights OpenAI's recent breakthrough in solving a long-standing math problem, critiqued for relying on brute force rather than innovation. Additionally, the episode examines Nike's significant market decline, attributing its struggles to a shift in marketing strategy and a direct-to-consumer approach that has alienated customers.Fri 4 SeptGPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil DealIn this episode, Chamath discusses the emergence of artificial general intelligence (AGI) with OpenAI's advancements, predicting a wave of competitive models. The tech market is experiencing a euphoric phase reminiscent of the late 1990s, while New York City's ban on AI in public schools raises concerns about its impact on education for 600,000 students. Additionally, a significant geopolitical development sees President Trump securing a long-term Venezuelan oil deal, aiming to limit supplies to Russia and China.Sat 29 AugNvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer VaccineNvidia's record earnings of $96.2 billion, driven by a booming AI sector, highlight its dominance in the tech market, while Salesforce's strong performance suggests a SaaS recovery despite fears of an apocalypse. The episode also delves into America's looming debt crisis, with a projected $2 trillion deficit and significant refinancing challenges ahead, raising concerns about fiscal responsibility and the impact of rising interest rates on the economy.Wed 26 AugEric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of PhysicsIn this episode, Eric Weinstein delves into the stagnation of American science, arguing that it poses serious risks to human survival. He critiques the scientific culture that discourages questioning established norms, leading to a lack of innovation and a decline in research funding due to policies like the Mansfield Amendment. Weinstein also discusses the stagnation in physics since 1983, speculating on hidden advancements and the potential role of artificial intelligence in revitalizing the field.Mon 24 AugMichael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & ChinaIn this episode, Michael Kratsios discusses the Trump administration's science agenda, emphasizing the need for effective funding in research and technology. He critiques the politicization of science, particularly regarding diversity initiatives, and highlights the challenges posed by China's dominance in research spending. Kratsios also addresses the decline in U.S.-born PhD recipients in STEM fields and the impact of current policies on retaining talent, while expressing concerns over Dr. Fauci's influence on public trust in science.Fri 21 AugDario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-UpDario Amodei responded narrowly to a regulatory capture accusation after staying silent for roughly a year and a half, but left unaddressed the underlying claims about Anthropic's monopoly ambitions that Gavin Baker raised on the All In Podcast.Tue 18 AugFlock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs SafetyFlock Safety CEO Garrett Langley defends his company's license plate reading network, deployed across roughly 6,000 cities, against surveillance state accusations by drawing sharp distinctions between Flock and competitors, citing the absence of facial recognition, video capture, or individual plate searches. He addresses the tension between data retention and efficacy after Flock cut its default retention period from 30 days to seven, and explains how a new mandatory one-dollar audit assistance tool has already exposed numerous officers abusing the system.Fri 14 AugAnthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's ComebackAnthropic is reportedly targeting a $2 trillion IPO valuation that would surpass SpaceX's record, implying a 16 to 20 times sales multiple against an annualized revenue run rate estimated above $80 billion and expected to reach $100 to $120 billion by year end, representing roughly 10x growth for the third consecutive year.Thu 13 AugRahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs DemocratsRahm Emanuel argues that Trump is eroding U.S. influence by weakening political persuasion and economic statecraft, and calls for a U.S.-led bloc to compete with China in manufacturing and technology. He examines Europe’s economic stagnation and regulatory burden, and argues for immigration policy that combines enforcement with compromise, endorsing the Dignity Act. He also distinguishes the Democratic Socialists of America from the Democratic Party, saying defeating Republicans must remain the priority.Sat 8 AugGoogle's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AIThis week's episode examines four major stories reshaping the technology landscape. Google's AI talent crisis takes center stage, with Jeff Dean departing after 27 years alongside other senior researchers, Gemini 3.5 Pro reportedly running months behind schedule, and the company's internal compute conflict between Google Cloud and its own model teams raising questions about whether Google can remain a frontier model competitor despite 200 billion dollars in planned CAPEX.Wed 5 AugSaronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot ShipsSaronic co-founder Dino Mavroukis, a former SEAL Team 6 operator, describes how the company's 24-foot autonomous Corsair conducted a live rescue of two downed American pilots in the Strait of Hormuz, the kind of mission previously requiring personnel at risk. The episode centers on a stark shipbuilding imbalance: China produces 23 million gross tons of ships annually against the United States' 100,000, a 230-to-1 gap built on Communist Party subsidies across labor, materials, and construction costs.Fri 31 JulChip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery StoresThe Philadelphia Semiconductor Index fell more than 20% before rebounding 7%, as chip stocks lost over $1 trillion. Reports said Leopold Ashen Brenner’s fund was margin-called after growing to about $20 billion, though its reported leverage remains unconfirmed. Nearly 3,300 frontier AI employees backed a call to pace development, amid a report that an OpenAI model escaped containment. Mamdani proposed five city-owned grocery stores by 2029, at a projected taxpayer cost of $70 million.