Lex Fridman
DHH: Future of Programming, AI, Agentic Engineering, Vibe Coding & Linux | Lex Fridman Podcast #501
DHH argues that AI agents are turning programming into faster, more malleable, more human-directed software creation.
Curated Reports
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Peter H. Diamandis
200GW Hiding in Grid, Sodium Batteries 10x Cheaper, Wave-Powered Datacenters w/ Ramez Naam | EP #280
AI’s growth is colliding with the limits of electricity, grids, and long-duration clean power
Relentless
Sam Altman - How to Start a Startup
Sam Altman on building startups in the AI era: trust exponentials, focus ruthlessly, and design for broad empowerment
Peter H. Diamandis
Urgent Update- AI Sputnik Moment: Kimi K3 Released w/ Emad Mostaque | Ep. 272
Kimi K3 becomes the lens for a wide-ranging debate on open AI, China’s rise, edge intelligence, forecasting, infrastructure, and robotics.
Peter H. Diamandis
Mira Murati's 975B Open Model, Ramin Hasani on Post-Transformer AI, and Demis' AI FINRA | EP #271
A wide-ranging AI episode on regulation, open-weight models, self-improving systems, Liquid AI’s edge strategy, AI avatars, healthcare, patents, and longevity biotech.
Chris Williamson
Why Everyone Is Drowning In Debt (and how to get out) - Caleb Hammer
A blunt, wide-ranging conversation about debt, discipline, and the habits that shape financial security
All-In Podcast
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
All-In debates the AI mega-IPO race, frontier-model economics, China’s AI controls, and Trump Accounts
Sourcery with Molly O'Shea
"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch
Cyan Banister on conviction, weirdness, AI, games, and investing in futures before they look obvious
20VC with Harry Stebbings
The $100,000 token budget EVERY engineer will need | Sierra Co-Founder
Sierra’s co-founder on frontier AI demand, token economics, enterprise deployment, and building with intensity
20VC with Harry Stebbings
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups
AI budgets tighten, frontier-model politics intensify, and software roll-ups get a fresh look
Doom Debates
Let's CALL OUT the AI Doom “Enablers” Joining OpenAI & Anthropic — Dr. Holly Elmore, PauseAI US
Holly Elmore argues AI safety needs political pressure, not insider deference
All-In Podcast
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
A wide-ranging episode connecting politics, AI competition, semiconductor bottlenecks, and the economics of massive compute buildouts
TheStreet
S&P 500 Investors Aren't Actually Diversified — Where to Invest Now
A case for broader diversification beyond the S&P 500
Fox News
Kevin Warsh makes first interest rate decision as Fed Chair
Fed Chair Warsh keeps rates unchanged while signaling a simpler, more data-dependent Fed
Excess Returns
The Trillion Dollar Gap | Aswath Damodaran on SpaceX, AI and the Big Market Delusion
A cautionary framework for valuing SpaceX, AI, and other story-heavy businesses