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Podcast Notes Playlist: Latest Episodes

Podcast Notes Playlist: Latest Episodes

Podcast Notes

61 episodesEN

Show overview

Podcast Notes Playlist: Latest Episodes has been publishing since 2024, and across the 2 years since has built a catalogue of 61 episodes. That works out to roughly 10 hours of audio in total. Releases follow a fortnightly cadence.

Episodes typically run twenty to thirty-five minutes — most land between 16 min and 26 min — though episode length varies meaningfully from one episode to the next. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Podcasting show.

The show is actively publishing — the most recent episode landed 1 weeks ago, with 36 episodes already out so far this year. The busiest year was 2026, with 36 episodes published. Published by Podcast Notes.

Episodes
61
Running
2024–2026 · 2y
Median length
20 min
Cadence
Fortnightly

From the publisher

We take notes on the best podcasts so you don't have to. Subscribe to this playlist in your podcast app to automatically get all the episodes we've taken notes for along with the notes themselves!

Latest Episodes

View all 61 episodes

Everything You Know is About to Collapse - David Friedberg - #1084

May 7, 2026

A Return to Code

May 2, 2026

Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]

May 1, 2026

Martin Shkreli on AI, Pharma, and What Actually Matters

Apr 26, 2026

Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.467]

Apr 23, 2026

Hard truths about building in the AI era | Keith Rabois (Khosla Ventures)

Apr 15, 2026

The 3 Signs of Human Genius • Leonardo da Vinci's Annunciation (Video)

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.

Mar 29, 2026

The Book of Elon with Eric Jorgenson

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

Mar 26, 2026

Terence Tao – Kepler, Newton, and the true nature of mathematical discovery

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

Mar 22, 2026

1297: Iran | Out of the Loop

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.

Mar 18, 2026

#414 How SpaceX Works

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.

Mar 14, 2026

Andrew Huberman: Peptides, Sleep Tech, and the End of Obesity

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 --------- Daisy Wolf speaks with Dr. Andrew Huberman, professor of neurobiology and ophthalmology at Stanford University and host of the Huberman Lab podcast. They discuss how the pandemic sparked a consumer health revolution, the emerging peptide and GLP landscape, what the science actually says about focus drugs, and the neurotechnologies Huberman believes will let us write to our own biology within the next five years. Resources: Follow Andrew Huberman on X: https://twitter.com/hubermanlab Follow Daisy Wolf on X: https://twitter.com/daisydwolf 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.

Mar 11, 2026

John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

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 John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat with the best perspective, the most information, the best systems.. John has been closely watching China's convergence in robotics, AI, and EVs, and shares his perspective from his recent trip to the country. We talk about the state of energy markets today – the misaligned goals and incentives, the NIMBYism that prevents building in America, and what he actually thinks about the wave of nuclear energy startups that everyone seems excited about. John is also one of the most innovative philanthropists working today, applying that same analytical rigor to diagnosing structural failures across America — in healthcare, criminal justice, education, and beyond 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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai. ----- 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 (00:02:43) Episode Intro (00:03:43) Learnings from John’s Trip to China (00:06:28) The EV Industry in China (00:08:43) How Subsidies Create Intense Competition (00:10:54) US-China Relationship (00:12:42) The Cost of Greatness (00:14:52) Creating the Best Seat in the Market (00:19:30) Baseball Card Arbitrage (00:23:03) Trading Natural Gas Futures (00:24:59) Energy Market Making Explained (00:27:11) Why Energy is Exciting Again (00:31:14) Meeting the Increased Demand for Energy (00:32:53) Why Policy is the Biggest Threat to Progress (00:36:28) Fixing Energy Infrastructure in the US (00:39:29) Advanced Nuclear Technology (00:42:05) The Prospects of Energy Startups (00:43:44) Input Costs in Solar & Batteries (00:47:54) Geothermal Energy: The Most Exciting Sector (00:50:57) Housing Reform in the US (00:53:39) The Role of Philanthropic Foundations (00:57:00) Reforming the Criminal Justice System (01:03:48) Social Outcomes Downstream of Education (01:07:20) Misaligned Incentives in the Healthcare System (01:12:08) Journalism as a Public Good (01:14:17) The Kindest Thing

Mar 8, 2026

The Power of Introverts (with Susan Cain)

Econtalk: 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 --------- Introverts are underrated. So says Susan Cain in her conversation with EconTalk's Russ Roberts about her book, Quiet. She explains why introversion isn't the same thing as shyness and she speaks of the many benefits of solitude and silent contemplation. They also discuss why modern schools and workplaces' obsession with extroversion is problematic, and the reasons for the shift from a culture of character to our current culture of personality. Cain concludes by sharing how the book has changed her own life and helped other introverts navigate a world that can't seem to stop talking.

Mar 6, 2026

Martin Shkreli: From Most Hated Man to Optical Computing Visionary – Curiosity & Defiance

James Altucher 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 --------- A Note from James:Is he the most hated man in America? I don’t think so.Martin Shkreli was notorious for various reasons that you’ll hear about in this episode—there are some crazy stories—but I’ve come to know Martin over the past few months as both a friend and business partner.Let’s just hear his stories and explanations. I think you’ll agree with me that this is one of the smartest people I’ve ever had on the podcast.Episode Description:Martin Shkreli became one of the most controversial figures in business history—labeled “the most hated man in America,” prosecuted, imprisoned, and publicly vilified.In this conversation, he tells his side of the story.Part 1 focuses on how media narratives form, why conviction and risk-taking matter in entrepreneurship, and the deeper mechanics behind the pharmaceutical controversy that made him famous. He explains the economics of drug pricing, insurance systems, neglected medications, and why public perception diverged so dramatically from what patients actually experienced.The episode also explores learning across disciplines, intellectual courage, prosecutors’ incentives, and how public scandals evolve into legal consequences.Whether you agree with him or not, the discussion raises uncomfortable questions about business, regulation, media, and reputation.What You’ll Learn:Why media narratives can shape public opinion more than factsThe real economics behind pharmaceutical pricing and insurance coverageHow entrepreneurs learn complex industries without formal trainingWhy conviction and risk tolerance are essential in investing and businessHow incentives within legal and political systems influence outcomesTimestamped Chapters:[00:02:00] “Most Hated Man in America” — Media Narratives & Reputation[00:03:11] A Note from James[00:03:45] Humor vs. Backlash: Handling Public Criticism[00:06:39] Conviction, Investing & Standing Your Ground[00:09:00] Optimism, Forgiveness & Business Relationships[00:12:08] The Pharma Controversy Begins[00:14:52] From Hedge Funds to Biotech CEO[00:17:40] Learning New Industries from Scratch[00:19:00] Staying Curious & Avoiding Fear of Complexity[00:21:00] Borrowing Knowledge Across Domains[00:23:06] How People Actually Learn Complex Skills[00:29:00] Entrepreneurship, Ego & Motivation[00:31:20] The Daraprim Pricing Decision Explained[00:34:00] Neglected Drugs & Pharma Economics[00:37:00] Profit Motive vs. Public Good[00:41:13] Why He Became the Target[00:45:00] Prosecutors, Incentives & Legal Strategy[00:47:00] Hedge Funds, Technical Violations & Trials[00:50:00] High-Profile Cases & Selective Enforcement[00:53:00] Media Attention & Personal DecisionsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 28, 2026

Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]

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 Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages over $30B across both public and private markets, with investments in SpaceX, OpenAI and Anthropic, and a public portfolio of names you may never have heard of. Dan shares the story of the short case he wrote on Orthodontic Centers of America and posted on Value Investors Club, which crashed the stock, and helped him land his first job. He shares why he backed Anthropic at a moment when many people told him it was the Lyft to OpenAI’s Uber, what reading Dario Amodei’s essays reminded him of Jeff Bezos, and how he thinks about LLM business models through the lens of Netflix and Spotify. We spend time on the extraordinarily stressful moment in early 2021 when GameStop hit the firm, and what Dan believes is the single biggest tail risk facing the global economy right now. 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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- 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 (00:02:43) Intro: Dan Sundheim (00:03:58) The State of Public & Private Investing (00:07:32) Investing in OpenAI and Anthropic (00:10:22) LLMs Business Model (00:14:13) How LLMs are like Netflix and Spotify (00:17:08) Focus v. Scope (00:22:43) The Bear Case for Hyperscalers (00:26:36) The Software Sell-Off (00:31:08) If Scaling Laws Stopped (00:32:18) Advice to a 12-Year-Old Investor (00:33:54) GameStop: D1’s Darkest Hour (00:37:14) The Pivotal Dinner with LPs (00:40:56) Staying Calm and Confident (00:42:08) Economic Optimism vs. Societal Uncertainty (00:44:26) Investing on SpaceX and Rivian (00:48:09) Why Dan Loves Shorting (00:48:51) Sources of Inefficiency in Today’s Markets (00:51:45) The Importance of Loyalty (00:53:11) Dan’s Group Chat for Founders (00:55:39) What Motivates Dan (00:57:28) Posting on Value Investors Club (01:01:46) What Dan Learned at Viking (01:04:22) The Beauty of Art (01:06:49) Under-appreciated Parts of the Global Economy (01:08:00) The US-China-Taiwan Collision Course (01:12:10) Good Leaders vs. Good Businesses (01:13:15) The Kindest Thing

Feb 26, 2026

The Future is Rural: Reclaiming Food Sovereignty through Farming Clubs? with Jason Bradford

The Great Simplification with Nate Hagens ✓ 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 --------- With grocery prices skyrocketing and supply chain disruptions becoming more frequent, the average person has more and more incentive to get involved in growing their own food – but how does one even get started? For most people, the time, money, knowledge, and land remain out of reach in order to learn even the basics of agriculture. What kind of options are available for individuals who want to reclaim their food sovereignty – and subsequently become more connected with the Earth and like-minded people? In this episode, Nate is joined by biologist and farmer Jason Bradford, to discuss his 'Farming Club,' which offers hands-on learning for ecologically based agriculture, where members also get to take home food and build a relationship with the land. Jason explains why industrial agriculture, optimized for financial returns and machine efficiency while ignoring ecological costs, makes it almost impossible to become a successful small-scale farmer in today's economy. The Farming Club's model provides a way for people to maintain their jobs while building the knowledge, skills, and community connections needed for a lower-throughput future. How could reinvigorating farming culture provide an avenue to real skills and purpose to the next generation, especially for young men? How could the farming club model be replicated across the country, sparking small rural movements everywhere? And how could thousands of ideas and initiatives like these act as safety nets for individuals and communities as we transition to a more simplified society? (Conversation recorded on December 4th, 2025) About Jason Bradford: Jason co-manages a Community Supported Agriculture program with the Organic Growers Club at Oregon State University, where he practices land stewardship methods and cultivates community rooted in ecologically-based agricultural practices. Prior to his switch to agriculture, he was a research biologist studying evolution, ecology, and global change. Additionally, Jason has been affiliated with the Post Carbon Institute since 2004, first as a Fellow and then as Board President. He is currently a co-host of the Crazy Town podcast, as well as a writer for Resilience.org. Additionally, in 2019, he authored The Future is Rural: Food System Adaptations to the Great Simplification. Show Notes and More Watch this video episode on YouTube Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie. --- Support The Institute for the Study of Energy and Our Future Join our Substack newsletter Join our Hylo channel and connect with other listeners

Feb 20, 2026

Sequoia CEO coach: Why it’s never been easier to start a company, and never been harder to scale one | Brian Halligan (co-founder, HubSpot)

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 --------- Brian Halligan co-founded HubSpot, ran it as CEO for about 15 years, and now coaches Sequoia’s fastest-growing founders as their in-house CEO coach.We discuss:1. His LOCKS framework for evaluating founders2. Why you should build your team like the 2004 Red Sox3. Why hiring “spicy” candidates beats consensus picks4. Why enterprise sales will be the last white-collar job AI replaces5. Some of my favorite “Halliganisms”—Brought to you by:Sentry—Code breaks, fix it faster: http://sentry.io/lennyDatadog—Now home to Eppo, the leading experimentation and feature flagging platform: https://www.datadoghq.com/lennyWorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUs: https://workos.com/lenny—Episode transcript: https://www.lennysnewsletter.com/p/sequoia-ceo-coach-why-its-never-been—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Brian Halligan• X: https://x.com/bhalligan• LinkedIn: linkedin.com/in/brianhalligan• Delphi: https://www.delphi.ai/bhalligan• Podcast: https://sequoiacap.com/series/long-strange-trip—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 Brian Halligan(03:56) The perpetual state of constructive dissatisfaction(05:25) Coaching CEOs(07:49) The art of interviewing and hiring(11:21) Getting the most out of reference calls(13:10) Homegrown talent vs. big company hires(16:31) Traits of successful CEOs(19:40) Brian’s LOCKS framework for evaluating founders(21:34) Are great CEO’s born or made?(23:41) Giving effective feedback(25:54) The future of go-to-market strategies(31:56) Understanding forward deployed engineers(34:17) How the CEO role has evolved over the last 20 years(38:10) Halliganisms(01:01:18) The CEO’s role in scaling a company(01:02:41) Lightning round and final thoughts—Referenced:• Dev Ittycheria on LinkedIn: https://www.linkedin.com/in/dittycheria• HubSpot: https://www.hubspot.com• Parker Conrad on LinkedIn: https://www.linkedin.com/in/parkerconrad• McKinsey & Company: https://www.mckinsey.com• Brian Chesky’s new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Jensen Huang on LinkedIn: https://www.linkedin.com/in/jenhsunhuang• Winston Weinberg on LinkedIn: https://www.linkedin.com/in/winston-weinberg• James Cadwallader on LinkedIn: https://www.linkedin.com/in/jsca• Gabriel Stengel on LinkedIn: https://www.linkedin.com/in/gabestengel• He saved OpenAI, invented the “Like” button, and built Google Maps: Bret Taylor on the future of careers, coding, agents, and more: https://www.lennysnewsletter.com/p/he-saved-openai-bret-taylor• Scaling Entrepreneurial Ventures: https://orbit.mit.edu/classes/scaling-entrepreneurial-ventures-15.392• OpenClaw: https://openclaw.ai• Ruth Porat on LinkedIn: https://www.linkedin.com/in/ruth-porat• Mike Krzyzewski: https://goduke.com/sports/mens-basketball/roster/coaches/mike-krzyzewski/4159• Dalai Lama’s 18 Rules for Living: https://www.prm.nau.edu/prm205/Dalai-Lama-18-rules-for-living.htm• Zigging vs. zagging: How HubSpot built a $30B company | Dharmesh Shah (co-founder/CTO): https://www.lennysnewsletter.com/p/lessons-from-30-years-of-building• Kareem Amin on LinkedIn: https://www.linkedin.com/in/kareemamin• Glassdoor: https://www.glassdoor.com• Tobi Lütke’s leadership playbook: Playing infinite games, operating from first principles, and maximizing human potential (founder and CEO of Shopify): https://www.lennysnewsletter.com/p/tobi-lutkes-leadership-playbook• Katie Burke on LinkedIn: https://www.linkedin.com/in/katie-burke-965767a• Jerry Garcia: https://en.wikipedia.org/wiki/Jerry_Garcia• Bob Weir: https://en.wikipedia.org/wiki/Bob_Weir• Phil Lesh: https://en.wikipedia.org/wiki/Phil_Lesh• Ron “Pigpen” McKernan: https://en.wikipedia.org/wiki/Ron_%22Pigpen%22_McKernan• Marc Andreessen: The real AI boom hasn’t even started yet: https://www.lennysnewsletter.com/p/marc-andreessen-the-real-ai-boom• The American Revolution: https://www.pbs.org/kenburns/the-american-revolution• Delphi: https://www.delphi.ai• Sonos: https://www.sonos.com• Yamini Rangan on LinkedIn: https://www.linkedin.com/in/yaminirangan• The Boston Red Sox: https://www.mlb.com/redsox—Recommended book:• Marketing Lessons from the Grateful Dead: What Every Business Can Learn from the Most Iconic Band in History: https://www.amazon.com/Marketing-Lessons-Grateful-Dead-Business/dp/0470900520—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

Feb 19, 2026

#411 Tortured Into Greatness: The Life of Andre Agassi

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 --------- Andre Agassi's autobiography is a brutally honest story about a tennis legend who hated the game that made him famous. Agassi traces his journey from a harsh, obsessive childhood training regimen to superstardom, burnout, rebellion, and eventual redemption—revealing the psychological cost of greatness, the search for identity beyond winning, and how he ultimately found purpose on his own terms. This book was as good as everyone says it is. You should read it. 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 and learning 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. ⁠⁠⁠ Make sure you go to VANTA.COM/FOUNDERS and you'll get $1000 off. Collateral⁠⁠ transforms your complex ideas into compelling narratives. Collateral crafts institutional grade marketing collateral for private equity, private credit, real estate, venture capital, family offices, hedge funds, oil & gas companies, and all kinds of corporations. Storytelling is one of the highest forms of leverage and you should invest heavily in it.

Feb 8, 2026

Elon Musk on Space GPUs, AI, Optimus, and his manufacturing method

Cheeky Pint: 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 --------- John Collison and Dwarkesh Patel sit down with Elon Musk to discuss why the future of AI isn’t on Earth, but in the "always sunny" vacuum of space. Between pints, they discuss the brutal physics of scaling—from the "farcically cheap" solar cells coming out of China to switching Starship from carbon fiber to stainless steel—as well as the “infinite money glitch” of humanoid robots, China, and DOGE.Timestamps00:00:23 Space GPUs00:35:39 Alignment00:58:48 xAI01:15:01 Optimus01:28:03 China01:40:46 Management02:16:38 DOGE02:34:58 Space GPUs redux

Feb 7, 2026