Today's Top Episodes
Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
Ever wondered how to truly fix the Fed and use tariffs strategically? This episode lays out a bold vision for America's economic future.
Why Americans Are Falling Behind on Auto Loans At Their Highest Level Ever
Your car loan might be riskier than you think. Discover why Americans are falling behind on auto payments at historic levels and what it means for the economy.
Transform Pain & Trauma Into Creative Expression | David Choe
Can pain truly be transformed into power? Explore how trauma can fuel profound creative expression and personal healing in this captivating conversation.
How to get rich with stocks (without math, charts or models)
Forget the charts and complex models. Learn a radical new way to get rich in stocks by simply observing the world around you.
OpenAI’s Potential, Google’s Speedy Model, Copilot Hits Turbulence
The AI race is heating up! Discover OpenAI's next big move, Google's game-changing model, and why Microsoft's Copilot is struggling against the competition.
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Julia DeWahl of Antares on building nuclear reactors for the US military
Duration: 00:45:17
November 25, 2025
- The US regulatory environment for nuclear power is rapidly evolving, with new policies and pathways, such as the Department of Energy's test reactor program, being established to streamline development and licensing.
- Antares is developing micro-reactors for critical infrastructure, primarily targeting the military for energy resilience and off-grid applications, leveraging lessons learned from companies like SpaceX and Opendoor regarding customer focus and operational efficiency.
- There is renewed public and governmental support for nuclear energy, driven by climate concerns and energy security needs, leading to shifts in policy and increased investment in both existing nuclear plants and advanced reactor technologies.
Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
Duration: 01:18:51
November 18, 2025
- The conversation highlights the ongoing challenge for companies to effectively organize and leverage their vast amounts of data for AI, despite decades of effort and advancements like semantic embedding and AI models.
- A significant theme is the underlying shift in software paradigms from structured data models to neural networks and the importance of external components like memory and entitlements for AI agents to function effectively within an enterprise.
- The discussion emphasizes the transition from a "cloud-first" to an "AI-first" strategy, with organizations needing to build both infrastructure ("token factories") and applications ("agent factories") to drive business outcomes and demonstrate value per token.
Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Duration: 02:05:15
November 11, 2025
- Eli Lilly is leveraging AI with a massive on-premise supercomputer for proprietary drug discovery, aiming to co-invent and co-develop novel chemical structures beyond human intuition.
- The company is disrupting traditional pharmaceutical sales by selling directly to consumers online via LillyDirect, offering treatments like Mounjaro and Zepbound directly to patients' doors.
- Eli Lilly's significant investment in R&D, exemplified by its GLP-1 drugs, is focused on addressing unmet needs and expanding into new therapeutic areas, potentially redefining the company's franchise value beyond traditional patent cycles.
Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
Duration: 01:14:09
November 4, 2025
- Stablecoins are emerging as crucial infrastructure for global payments and financial innovation, enabling cheaper, faster cross-border transactions and new financial product offerings.
- Companies are increasingly looking to issue their own stablecoins to control infrastructure, access underlying economic benefits, and gain greater financial flexibility.
- The development of specialized blockchains and layered solutions is critical for optimizing stablecoins for payments use cases, addressing scalability and user experience challenges.
Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
Duration: 01:16:07
October 28, 2025
- Solar Maximalism: The discussion emphasizes a worldview where solar energy is expected to dominate and outperform other energy sources due to its exponential technological advancement and cost reductions.
- Industrialist Mindset and Hardware Innovation: The conversation highlights the underappreciated contributions of historical figures like Henry Kaiser and the importance of ambitious, hands-on entrepreneurs tackling complex hardware challenges, contrasting this with a perceived overemphasis on software.
- Synthetic Fuels and Energy Abundance: A significant theme is the potential for synthetic fuels produced from sunlight and air to create energy abundance, enable zero-carbon transportation (including aviation), and shift carbon sourcing from the crust to the atmosphere.
Dan Sundheim of D1 Capital on the art of public market investing
Duration: 01:38:08
October 22, 2025
- D1 Capital's investment strategy focuses on fundamental analysis with a three-to-five-year horizon for both public and private companies, emphasizing deep research into business models and company prospects.
- The hedge fund industry has faced significant challenges with factors like retail-driven short squeezes, impacting risk management strategies and leading to more diversified short positions.
- The narrative around private markets suggests they are becoming increasingly attractive and potentially problematic for public markets, with some companies preferring to remain private due to public market volatility and a more controlled growth environment.
How to build a $16B car company with RJ Scaringe, founder of Rivian
Duration: 01:08:48
October 14, 2025
- Rivian is focusing on a a software-defined vehicle architecture with a zonal design to reduce complexity and enable rapid updates.
- The company is strategically positioned with its R2 model to address a gap in the market for compelling, more affordable electric SUVs, aiming to significantly increase market share.
- Rivian's business model extends beyond vehicle sales to include technology licensing, a direct-to-consumer service network, and future growth potential in the used car market.
Tobi Lütke is still captivated by internet commerce, 20 years later
Duration: 01:42:55
October 6, 2025
- Shopify's founder reflects on how the company addresses the challenge of measuring R&D by emphasizing team communication and tracking project progress in a centralized system, despite the inherent difficulties in quantifying software development output.
- The conversation highlights the inversion of e-commerce quality, where smaller businesses using platforms like Shopify now often provide better online shopping experiences than larger, more established retailers due to accessible and powerful tools.
- A key theme is the symbiotic relationship between software and business evolution, as Shopify's founder expresses his conviction that companies should leverage adaptable software (including custom-built solutions when necessary) to subtly shape the environment and, in turn, the direction of the company.
Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
Duration: 02:07:56
October 1, 2025
- Understanding if the market is in a “bubble” is not necessarily possible, and those who continuously predict crashes often lack predictive ability.
- VC firms with reliable LPs are better positioned to keep investing even at the bottom of the market.
- The "Elon Method" of company management—characterized by direct engineer communication, bottleneck resolution, a legal department focused on lawsuits, and a cult of personality—is understudied due to tribalism and emotional reactions.
Des Traynor on reinventing Intercom twice and the “four horsemen” of good AI companies
Duration: 01:18:20
September 24, 2025
- Intercom has shifted from a general SaaS platform to a customer service focus, now positioning itself as an AI-first company with its Fin chatbot product resolving over a million conversations weekly.
- A key element in Intercom's success is the development of a deep AI stack, investing in custom models and architecture tuned for customer service rather than relying solely on general-purpose LLMs.
- The move to usage-based pricing for Fin, charging per resolution, aligns revenue with actual AI work performed, incentivizing product improvement and creating a clear value proposition for customers.