Today's Top Episodes
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
Will AI kill SaaS or transform advertising? Ben Thompson breaks down the seismic shifts coming to tech and media.
The Secret Plan to End U.S. Climate Regulations
Uncover the secret plan to dismantle U.S. climate protections – a move poised to reshape our environmental future.
Essentials: The Science of Love, Desire & Attachment
Ever wonder what really happens in your brain when you fall in love? Huberman Lab reveals the science behind desire and attachment.
“Engineers are becoming sorcerers” | The future of software development with OpenAI’s Sherwin Wu
OpenAI's Sherwin Wu predicts engineers will become 'sorcerers' – discover how AI is creating a golden age for solo entrepreneurs.
#2453 - Evan Hafer
From extreme mastery to the Epstein scandal and the AI revolution – Rogan and Hafer dive deep into the most intense aspects of human experience and our future.
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The programming language after Kotlin – with the creator of Kotlin
- Kotlin has evolved from a startup project to a comprehensive technology ecosystem, driven by community feedback and a focus on developer productivity and enjoyment.
- The language's versatility spans multiplatform, mobile, server-side, web, cloud development, data science, and machine learning, with significant integration into everyday applications.
- Kotlin's success is attributed to its community-driven development, the preservation of its core spirit, and its ability to foster a more thoughtful and productive developer experience.
How I Built My 10-Agent OpenClaw Team
- The podcast discusses setting up a secure, isolated Mac Mini server to run an AI employee named Jerry, emphasizing the importance of separating AI assets from personal and company accounts.
- The AI employee, Jerry, is capable of creating and managing other AI agents, installing new skills, and executing complex tasks like sales outreach, demonstrating significant AI autonomy.
- The integration of AI agents evolved from an unwieldy Notion database to real-time interactions via Slack channels, allowing for better collaboration and oversight of AI outputs.
Santiago Santos: My New Crypto Investing Playbook
- Many crypto tokens are not designed to capture and compound value like traditional equities, leading to a disconnect between adoption and token value appreciation.
- Companies that leverage crypto infrastructure in the public markets, such as Visa or Stripe, are likely to outperform crypto tokens themselves due to their ability to generate revenue and compound value.
- A key structural issue in crypto is that tokens often distribute fees without a direct mechanism for reinvestment into the protocol or compounding value for long-term holders, unlike equity in traditional companies.
Why Bitcoin Developers Are Not Incentivized to Talk About the Quantum Threat
- A powerful quantum computer could crack current cryptography, posing a severe risk to all digital systems and global security.
- The primary response to this threat involves every computer scientist worldwide upgrading existing cryptography to resist quantum attacks.
- This challenge is not exclusive to specific technologies like Bitcoin but represents a fundamental issue for the entire human race.
#2453 - Evan Hafer
- The discussion delves into the intense dedication and almost obsessive pursuit of mastery in various fields, from extreme sports and combat to comedy and professional billiards, highlighting the sacrifices and mental fortitude required.
- A significant portion of the conversation explores the dark underbelly of human nature, touching upon serial killers, the Epstein scandal, and troubling societal trends, with a particular focus on the disturbing details emerging from newly released files.
- The rapid advancement of artificial intelligence is presented as a potentially world-altering phenomenon, raising concerns about job displacement, the nature of consciousness, and the future of humanity in an AI-dominated landscape.
Building the Next-Gen Perps Engine on Solana | Tristan Frizza
- Bullet is launching as a specialized execution layer, akin to a ZK rollup, that offloads processing from Solana L1 for enhanced derivatives trading performance.
- The platform integrates spot, lending, and futures trading into a single engine, enabling capital efficiency and novel trading strategies like the "unliquidatable basis trade" by allowing users to collateralize with various assets.
- Bullet is targeting a "prosumer" audience with sophisticated trading tools and performance guarantees, aiming to bridge the gap between decentralized finance and traditional high-frequency trading venues on Solana.
E158: Avichal Garg, Electrical Capital CoFounder: Why Bitcoin Hitting $10 Million Is Less Crazy Than You Think
- The perceived value and future potential of Bitcoin are influenced by its ability to capture market share from gold and expand its total addressable market by being accessible via smartphones.
- Entrepreneurial success, particularly in tech and crypto, is more about deep-seated self-belief, adaptability, and authenticity than innate genius, with early life experiences significantly shaping these traits.
- The future of digital assets hinges on addressing cognitive biases that hinder intuitive understanding of exponential growth and low-probability events, leading to a better appreciation of long-term value and "missionary" investors who are driven by belief rather than short-term gains.
You Can't Eat Risk-Adjusted Returns | AQR's Pete Hecht on Portable Alpha's Capital Efficient Edge
- Portable alpha allows investors to gain exposure to unconstrained active management strategies while maintaining a desired market beta, effectively solving the problem of "funding" alternative strategies by avoiding the sale of existing core holdings.
- The "turnkey" approach to implementing portable alpha, where a single manager handles both the alpha generation and beta overlay, is crucial for mitigating operational and cash management risks, especially for less sophisticated investors.
- Implementing portable alpha requires careful consideration of the alpha strategy's liquidity and correlation to the market, with strategies like equity market neutral and trend following being suitable, while illiquid assets like private credit are generally not.
“Engineers are becoming sorcerers” | The future of software development with OpenAI’s Sherwin Wu
- Engineers are increasingly becoming tech leads and managers of AI agents, akin to wizards casting spells with high leverage.
- The rapid evolution of AI models means building for future capabilities rather than current ones is crucial, as "this is the worst the models will ever be."
- The rise of the "one-person billion-dollar startup" implies a potential golden age of B2B SaaS and a boom in smaller, specialized startups supporting this trend.
How developer platforms fail (and how yours won’t) with Russ Miles
- Developer platforms should function as a habitat supporting engineers, not just a factory for producing code.
- The core goal of platform engineering is to optimize cognitive burden by tuning what developers need to consider, rather than simply reducing it.
- Effective feedback loops, or UDAL loops, are crucial for enabling developers to make timely decisions and take actions, especially by shifting signals closer to the development moment.