A Return to Code

Naval's Podcast and Periscope Sessions: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- A Return to Coding 00:15 The Personal App Store 03:08 Vibe Coding Is a Video Game with Real-World Rewards 06:12 Pure Software Is Uninvestable 10:23 A Place for Each Model 14:09 AI Is Eager to Please 17:44 Why Math and Coding? 21:58 The Beginning of the End of Apple's Dominance 24:04 Coding Agents As Customer Service Reps 27:43 -- Transcript: http://nav.al/code

Invest Like the Best: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- My guest today is Paul Tudor Jones. Paul is the founder of Tudor Investment Corporation and one of the greatest macro traders of all time, known for calling and profiting from the 1987 crash and compounding capital at extraordinary rates over more than four decades. Paul is also one of the most entertaining and interesting people I have ever met. He is full of stories and hard-earned lessons from a lifetime in markets that feels like several lifetimes compressed into one. In this conversation, he shares how he thinks about trading as a constant battle of risk management and patience, why he still wakes up in the middle of the night to watch global markets, and how he identifies the rare moments where he can take a truly big swing. We discuss whether we are in a bubble, why he sees AI as one of the greatest risks in history, and why he believes Bitcoin is the best inflation hedge. We also spend time on the difference between trading and investing, the importance of passion and discipline, and the ideas that have shaped his life both inside and outside of markets. Please enjoy this conversation with Paul Tudor Jones. This conversation was recorded in mid-February 20, 26 weeks before the geopolitical conflicts now shaping the global economy. Please enjoy this great conversation with Paul Tudor Jones.  For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp’s⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Episode Intro: Paul Tudor Jones (00:04:44) Paul’s Incredible Kindest Thing Story (00:06:50) Discovering a Passion for Philanthropy (00:13:12) Paul's Commencement Speech Address (00:15:24) Trading v. Investing (00:19:23) Lessons from Warren Buffet (00:23:48) The AI Industry Lacks Proper Risk Management (00:26:54) The One Regulation AI Needs (00:28:51) What Paul Learned from Eli Tullis (00:30:39) Why Trading is Like Boxing (00:32:16) The Bull Case for the Yen (00:34:30) Why Bitcoin is the Best Inflation Hedge (00:36:06) Lessons from Historical Bubbles (00:38:57) Are We in a Bubble? (00:42:10) Paul's Daily Routine (00:44:12) Managing Information Overload (00:45:35) What Exquisite Execution Means (00:46:37) Paul’s Love of Games (00:48:13) The Secret to Longevity (00:50:51) Starting Robin Hood After the 1987 Crash (00:55:33) The Importance of Studying Journalism (00:57:12) Communicating Effectively in Today's World (00:59:13) The Four Components of a Great Life (01:01:10) Paul’s Relationship with God and Nature (01:03:53) Kill ‘Em With Kindness

A16z Podcast: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Erik Torenberg speaks with Martin Shkreli, American investor and businessman, about how he sees the AI landscape, from OpenAI to Anthropic, and what actually matters beyond the hype. They also talk through the future of computing, the limits of “vibe coding,” and why biotech and pharma remain some of the toughest industries to get right.   Resources: Follow Martin on X: https://x.com/MartinShkreli   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Invest Like the Best: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- My guest today is Alex Karnal. Alex is the co-founder and managing partner of Braidwell, a life sciences investment firm he built after spending 15 years at Deerfield Management. The frame we use throughout the episode is the health stack. Alex talks about how most of the diseases that will claim most of our lives are already addressable with medicines that exist today. We work through the five layers of what a defensive health strategy looks like, why GLP-1 medicines represent the first commercial proof that people are ready to be proactive about their health, and why PCSK9 inhibitors may ultimately be the more important drug class even though they get far less attention. We also get into the science and business of drug discovery itself — why most of the published literature that AI companies are training on cannot be replicated, what it would mean to have a truly agentic scientific lab running 24 hours a day, and why Alex believes we are now on a deterministic curve toward scientific superintelligence in biology. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp’s⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit ⁠vanta.com/invest⁠.  ----- ⁠WorkOS⁠ is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit⁠⁠ ⁠WorkOS.com⁠⁠⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- ⁠Rogo⁠ is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like the Best (00:02:29) Intro: Alex Karnal (00:03:15) State of the Union: GLP1s and Life Sciences (00:07:01) The Health Stack Framework (00:12:49) Breaking Down the 5 Defensive Layers (00:21:18) GLP-1: What's Driving the Inflection (00:28:28) Diet vs. Drugs: Is Food Enough? (00:31:15) Barriers to Access: Complexity, Cost & Compliance (00:35:04) PCSK9: The Closest Thing to a Free Lunch (00:44:10) Alzheimer's & Neurodegenerative Disease (00:46:59) Cancer: Early Detection & New Treatments (00:54:49) Body Imaging & Diagnostic Trade-offs (00:56:31) How Drugs Are Discovered (01:02:39) AI in Drug Discovery (01:10:57) The Automated Lab of the Future (01:13:05) Peptides & Citizen Pharmacology (01:16:45) Alex's Background (01:28:25) Braidwell's Investment Approach (01:30:39) The Kindest Thing

Lenny's Podcast: Product | Growth | Career ✓ Claim : Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Keith Rabois was an early executive at PayPal (part of the famous PayPal Mafia), COO at Square, VP of Corporate Development at LinkedIn, and an early investor in Stripe, DoorDash, Airbnb, YouTube, Ramp, and Palantir. Currently he’s managing director at Khosla Ventures. Also, he hasn’t touched a computer since September 2010 (he does everything from an iPad).In our in-depth conversation, Keith shares:1. The barrels vs. ammunition hiring framework (and how to spot barrels)2. Why talking to customers is actively harmful for consumer products3. How to identify undiscovered talent4. Why the PM role is dying5. The three traits of the best-performing companies right now6. The specific interview question he asks every senior candidate7. Why CMOs (not engineers) are becoming the #1 consumer of tokens—Brought to you by:WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUsVanta—automate compliance, manage risk, and accelerate trust with AI—Episode transcript: https://www.lennysnewsletter.com/p/hard-truths-about-building-in-the-ai-era—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Keith Rabois:• X: https://x.com/rabois• LinkedIn: linkedin.com/in/keith• Website: https://www.khoslaventures.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Keith Rabois(01:59) Why Keith hasn’t used a computer since 2010(04:52) The team you build is the company you build(07:40) How Keith learned to identify talent at PayPal(10:05) Tactics for getting better at hiring(15:31) The barrels vs. ammunition framework(18:52) What makes someone a barrel(22:36) How to attract the best talent(26:18) Building companies on undiscovered talent(27:53) Why better performance requires more pressure(32:36) Career advice in the age of AI(35:14) The future of the product triad(41:03) Why design and code are merging(49:35) What practicing law taught Keith about entrepreneurship(51:22) Contrarian takes on customer feedback(1:02:33) Identifying great AI opportunities(1:05:13) Advice for evaluating statrups (1:12:36) Criticizing in public vs. private(1:15:05) Failure corner(1:17:29) Lightning round—Referenced:• Square: https://squareup.com• Jack Dorsey on X: https://x.com/jack• Head of Claude Code: What happens after coding is solved | Boris Cherny: https://www.lennysnewsletter.com/p/head-of-claude-code-what-happens• Simon Willison’s Weblog: https://simonwillison.net• Vinod Khosla on X: https://x.com/vkhosla• Peter Thiel on X: https://x.com/peterthiel• Max Levchin on X: https://x.com/mlevchin• David Sacks on LinkedIn: https://www.linkedin.com/in/davidoliversacks• Tony Xu on X: https://x.com/t_xu• David Sze on X: https://x.com/davidsze• Faire: https://www.faire.com• Max Rhodes on X: https://x.com/MaxRhodesOK• Jeffrey Kolovson on LinkedIn: https://www.linkedin.com/in/jeffreykolovson• Uncapped | Comparative Advantages w/ Keith Rabois: https://www.khoslaventures.com/posts/uncapped-comparative-advantages-w-keith-rabois• Lattice: https://lattice.com• Taylor Francis on LinkedIn: https://www.linkedin.com/in/taylor-francis-4ba49640• Building product at Stripe: craft, metrics, and customer obsession | Jeff Weinstein (Product lead): https://www.lennysnewsletter.com/p/building-product-at-stripe-jeff-weinstein• The art of hiring: insights from Khosla Ventures, Airbnb, Ramp and Traba: https://ramp.com/velocity/the-art-of-hiring-insights• Eric Glyman: Seek out super individual contributors (ICs): https://ramp.com/velocity/the-art-of-hiring-insights#Eric-Glyman:-Seek-out-super-individual-contributors-(ICs)• Eric Glyman on X: https://x.com/eglyman• Mike Moore on LinkedIn: https://www.linkedin.com/in/mike-moore-802223177• Brian Chesky’s new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Why you should work much harder RIGHT NOW: https://marginalrevolution.com/marginalrevolution/2026/03/why-you-should-work-much-harder-right-now.html• Opendoor: https://www.opendoor.com• The Craft of Early Stage Venture | Peter Fenton, General Partner at Benchmark | Uncapped with Jack Altman: https://www.youtube.com/watch?v=vRiblwiXt-Q• Lovable: https://lovable.dev• The rise of the professional vibe coder (a new AI-era job) | Lazar Jovanovic (Professional Vibe Coder): https://www.lennysnewsletter.com/p/getting-paid-to-vibe-code• Building Lovable: $10M ARR in 60 days with 15 people | Anton Osika (co-founder and CEO): https://www.lennysnewsletter.com/p/building-lovable-anton-osika• Marc Andreessen: The real AI boom hasn’t even started yet: https://www.lennysnewsletter.com/p/marc-andreessen-the-real-ai-boom• Jeremy Stoppelman on X: https://x.com/jeremys• The design process is dead. Here’s what’s replacing it. | Jenny Wen (head of design at Claude): https://www.lennysnewsletter.com/p/the-design-process-is-dead• Andy Warhol: https://en.wikipedia.org/wiki/Andy_Warhol• Curation and Algorithms: https://stratechery.com/2015/curation-and-algorithms• Ernest Hemingway: https://en.wikipedia.org/wiki/Ernest_Hemingway• William Shakespeare: https://en.wikipedia.org/wiki/William_Shakespeare• Evan Moore on X: https://x.com/evancharles• Andrew Mason on X: https://x.com/andrewmason• Read Taylor Swift’s Full Viral Speech After Record-Breaking Awards Sweep: https://www.newsweek.com/entertainment/read-taylor-swift-full-acceptance-speech-record-breaking-awards-sweep-11745941• The Chainsmokers: Stories Behind the Songs, AI’s Impact on Music, and Venture Investing | Uncapped with Jack Altman: https://www.youtube.com/watch?v=9GMSC-2pYnw&list=PLtpH7YnTL8ihy0nR2BV32n5VkRtqlDAS1&index=16• How to spot a top 1% startup early: https://www.lennysnewsletter.com/p/how-to-spot-a-top-1-startup-early• David Weiden on LinkedIn: https://www.linkedin.com/in/davidweiden• Alfred Lin on LinkedIn: https://www.linkedin.com/in/linalfred• Keith’s post about vertical integration on X: https://x.com/rabois/status/870673635375104000• Jon Chu on X: https://x.com/jonchu• Kanu Gulati on X: https://x.com/KanuGulati• Rogo: https://rogo.ai• Profound: https://www.tryprofound.com• Basis: https://www.getbasis.ai• Spellbook: https://www.spellbook.legal• Roelof Botha on X: https://x.com/roelofbotha• Delian Asparouhov on LinkedIn: https://www.linkedin.com/in/delian-asparouhov-87447742• Lessons From Keith Rabois, Essay 1: How to become a Venture Capitalist: https://delian.io/lessons-1• Velocity over everything: How Ramp became the fastest-growing SaaS startup of all time | Geoff Charles (VP of Product): https://www.lennysnewsletter.com/p/velocity-over-everything-how-ramp• Nuremberg on AppleTV+: https://tv.apple.com/us/movie/nuremberg/umc.cmc.3sg4y0382byupy76bfy7307k4• Eight Sleep: https://www.eightsleep.com• “NO DAYS OFF”—Bill Belichick on X: https://x.com/SNFonNBC/status/829036279069364224—Recommended books:• Creativity, Inc.: Overcoming the Unseen Forces That Stand in the Way of True Inspiration: https://www.amazon.com/Creativity-Inc-Overcoming-Unseen-Inspiration/dp/0812993012• The Jordan Rules: The Inside Story of One Turbulent Season with Michael Jordan and the Chicago Bulls: https://www.amazon.com/Jordan-Rules-Sam-Smith/dp/0671796666• The Upside of Stress: Why Stress Is Good for You, and How to Get Good at It: https://www.amazon.com/Upside-Stress-Why-Good-You/dp/1101982934—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email [email protected].—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Creative Codex: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Discover the 3 Signs of Genius through a journey into the mind of Leonardo da Vinci. What made Leonardo so brilliant? We will venture deeper than anyone else to find out through the most comprehensive analysis of Leonardo da Vinci's first masterpiece: Annunciation.Support the Creative Codex vision and get access to exclusive episodes (Kurt Cobain, Jung's Red Book, Creativity Tips, etc.) by joining my Patreon: https://www.patreon.com/c/mjdorianCreator's Note: No A.I. was used in the production of this video. This includes: no image generation, no text generation, and no music generation. ALL of the art imagery was made by human artists and is credited accordingly throughout the video on the lower right side of the screen. All research, writing, and music is by MJDorian with no assistance from generative A.I. at any point in the production process.Audio Editor: Erik TexterAnimation: Michael PisanoConnect with Michael Pisano: https://www.michaeljamespisano.com/  Instagram: https://www.instagram.com/papa_pisanoInstagram: https://www.instagram.com/thatmakesmesadWritten & Produced by MJDorianMusic by MJDorianConnect with MJDorian:Instagram: https://www.instagram.com/mjdorianYouTube: https://youtube.com/@creativecodex?si=To9hmuUQmuPlb8gNCopyright 2026All rights reserved.

David Senra: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Eric Jorgenson is an investor, author, and the CEO of Scribe Media — best known for his mission to distill the ideas of the world's most consequential thinkers into books anyone can read. Obsessed with the idea that the best way to understand a great mind was to read everything they'd ever said, Jorgenson spent years compiling Naval Ravikant's writing, podcasts, and interviews into a single coherent volume. The result — The Almanack of Naval Ravikant — was released for free, spread virally, and has been read by millions of people around the world. He never charged a dollar for it. That project established a model. Rather than waiting for great thinkers to write their own books, Jorgenson would do it for them — hunting down every interview, essay, and conversation, finding the signal in the noise, and shaping it into something permanent. The Book of Elon followed. Drawing on decades of interviews, Jorgenson assembled the most complete portrait of Musk's thinking ever put in one place — how he reasons, how he recruits, how he sets goals that seem insane until they aren't. His work sits at a rare intersection: rigorous enough for serious students of business, accessible enough to hand to anyone. In an era of content overload, Jorgenson's instinct runs the opposite direction — that the most valuable thing you can do is take a lifetime of wisdom and make it impossible to ignore. Show notes: https://www.davidsenra.com/episode/eric-jorgenson The Book of Elon giveaway: https://elonbookgiveaway.com Made possible by Ramp: ⁠https://ramp.com⁠ Deel: https://deel.com Axon by AppLovin: https://axon.ai HubSpot: https://hubspot.com Chapters (00:00:00) Book Reveal (00:00:39) Build Useful Things (00:02:19) Engineering Talent Edge (00:04:26) Wired for War (00:06:47) Tip of the Spear (00:08:47) Burn the Boats (00:13:13) Facing Fear (00:15:16) Origin Story Myths (00:18:19) Know Business A to Z (00:22:17) Simplify and Fail Fast (00:25:35) Reality and Physics (00:28:18) The Algorithm Begins (00:30:34) Delete and Simplify (00:34:25) Starlink War Room (00:36:52) Repetition as OS (00:38:18) Step Three Simplify Optimize (00:38:43) Question Every Requirement (00:39:13) Tesla Battery Pack Delete (00:40:43) Repetition Installs Ideas (00:42:02) Step Four Accelerate (00:43:26) Design Org for Speed (00:46:06) Step Five Automate (00:46:29) Control and Clean Sheet (00:48:54) Vertical Integration and Costs (00:50:47) SpaceX Incentives and Mars (00:57:11) Frontier Unlocks Starlink (01:00:26) Time as True Currency (01:03:58) Speed Triage and Bottlenecks (01:10:11) Internalized Responsibility (01:12:56) Avoid Serialized Dependencies (01:14:31) Aligning the Team (01:15:07) Time Is the Constraint (01:16:00) One Metric Focus (01:18:03) Directional Predictions (01:19:06) We Must Make Stuff (01:25:39) Manufacturing as Moat (01:26:23) Speed and Direct to Customer (01:28:41) SpaceX Feasibility Study (01:33:07) Edge of Sanity Leadership (01:37:10) Bottlenecks and Integration (01:40:01) Design and Simplify (01:45:15) Catch the Rocket (01:48:14) Capitalism and Closing Learn more about your ad choices. Visit megaphone.fm/adchoices

The Lunar Society: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- We begin the episode with the absolutely ingenious and surprising way in which Kepler discovered the laws of planetary motion.People sometimes say that AI will make especially fast progress at scientific discovery because of tight verification loops.But the story of how we discovered the shape of our solar system shows how the verification loop for correct ideas can be decades (or even millennia) long.During this time, what we know today as the better theory can actually make worse predictions.And the reasons it survives this epistemic hell is some mixture of judgment and heuristics that we don’t even understand well enough to actually articulate, much less codify into an RL loop. Hope you enjoy!Watch on YouTube; read the transcript.Sponsors- Jane Street loves challenging my audience with different creative puzzles. One of my listeners, Shawn, solved Jane Street’s ResNet challenge and posted a great walk-through on X. If you want to try one of these puzzles yourself, there’s one live now at janestreet.com/dwarkesh.- Labelbox can get you rubric-based evals, no matter your domain. These rubrics allow you to give your model feedback on all the dimensions you care about, so you can train how it thinks, not just what it thinks. Whatever you’re focused on—math, physics, finance, psychology or something else—Labelbox can help. Learn more at labelbox.com/dwarkesh.- Mercury just released a new feature called Insights. Insights summarizes your money in and out, showing you your biggest transactions and calling out anything worth paying attention to. It’s a super low-friction way to stay on top of your business. Learn more at mercury.com/insights.Timestamps(00:00:00) – Kepler was a high temperature LLM(00:11:44) – How would we know if there’s a new unifying concept within heaps of AI slop?(00:26:10) – The deductive overhang(00:30:31) – Selection bias in reported AI discoveries(00:46:43) – AI makes papers richer and broader, but not deeper(00:53:00) – If AI solves a problem, can humans get understanding out of it?(00:59:20) – We need a semi-formal language for the way that scientists actually talk to each other(01:09:48) – How Terry uses his time(01:17:05) – Human-AI hybrids will dominate math for a lot longer Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

Jordan Harbinger Show: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Protests, missiles, and a regime on the ropes — Iran is at a turning point. Ryan McBeth explains the forces driving one of the world's most complex crises.Welcome to what we're calling our "Out of the Loop" episodes, where we dig a little deeper into fascinating current events that may only register as a blip on the media's news cycle and have conversations with the people who find themselves immersed in them.Full show notes and resources can be found here: jordanharbinger.com/1297On This Episode of Out of the Loop:Iran is an ancient civilization stretching back 5,000 years — but most Americans only know the post-1979 version, which is like judging Rome entirely by the fall of its empire and missing the aqueducts, art, and architecture that came before.The 1953 CIA-backed coup that toppled Iran's democratically elected government planted the seeds for the 1979 Islamic Revolution — a theocratic regime that crushed dissent, built a proxy empire through Hezbollah, Hamas, and the Houthis, and turned the IRGC into its enforcer.Iran's proxy strategy is devastatingly cheap and effective — rather than build a navy, they fund groups like the Houthis to launch missiles based on Iranian targeting intel, giving Tehran plausible deniability while disrupting global shipping and oil markets.AI-generated war footage and disinformation are rapidly becoming a frontline weapon — fake videos of captured soldiers and fabricated attacks spread faster than fact-checkers can respond, and producing convincing deepfakes now costs as little as $12 per video.Despite decades of repression, Iranian citizens continue to protest and push for change — and experts suggest that if the regime falls, Iran's strong collective national identity makes a Libya-style collapse unlikely, offering real hope for a democratic future.And much more!Connect with Jordan on Twitter, on Instagram, and on YouTube. If you have something you'd like us to tackle here on an Out of the Loop episode, drop Jordan a line at [email protected] and let him know!Connect with Ryan McBeth at his website, Twitter, Instagram, and on YouTube. If you’d like to stay on top of what’s happening in the world, subscribe to Ryan’s Substack!And if you're still game to support us, please leave a review here — even one sentence helps! Sign up for Six-Minute Networking — our free networking and relationship development mini course — at jordanharbinger.com/course!Subscribe to our once-a-week Wee Bit Wiser newsletter today and start filling your Wednesdays with wisdom!Do you even Reddit, bro? Join us at r/JordanHarbinger!This Episode Is Brought To You By Our Fine Sponsors: Bombas: Go to bombas.com/jordan to get 20% off your first orderGusto: Three months of free payroll: gusto.com/jordanSimpliSafe Home Security: 50% off + 1st month free: simplisafe.com/jordanThe President's Daily Brief: Listen here or wherever you find fine podcasts!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Founders ✓ Claim : Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- SpaceX is one of the most dominant companies on the planet and their performance gap just keeps getting bigger. In 2025, SpaceX launched more mass to orbit than every other provider on Earth combined. MUCH MORE: every payload from China, Russia, Europe, and all American launchers wasn’t even a fifth of what SpaceX put into orbit. They’re the only company producing rockets at an industrial scale. The practices that made SpaceX dominant aren’t unique to rockets. They’re a blueprint for building anything hard. This episode — and the essay it is based on — explores How SpaceX Works. Read the full essay here. Make sure you add your email so you are notified when the book —SpaceX Foundation— is released. Episode sponsors: Ramp⁠⁠⁠⁠⁠⁠⁠ gives you everything you need to control spend, watch your costs, and optimize your financial operations —all on a single platform. Make history's greatest entrepreneurs proud ⁠⁠⁠by going to Ramp.com to learn how they can help your business save time and money.⁠⁠⁠ Automate compliance, security, and trust with Vanta.⁠ ⁠⁠⁠Vanta helps you win trust, close deals, and stay secure—faster and with less effort⁠⁠⁠⁠. ⁠⁠⁠Find out how increased security leads to more customers by going to Vanta⁠⁠⁠. Tell them David from Founders sent you and you'll get $1000 off.