"Upstream" with Erik Torenberg

On today's Upstream, Erik interviews Itay Vinik to get an overview of the markets and current macro environment, learn frameworks for adjusting an investing strategy based on rising or falling interest rates, and debunk common investment myths. They cover the Federal Reserve's role in a globalized economy, discuss the strategies that stabilize markets, and evaluate different asset classes during economic shifts. Upstream is sponsored by Shopify: https://shopify.com/torenberg for a $1/month trial period.Itay Vinik is the Co-Founder & Chief Investment Officer at Equi (https://www.equi.com/), an alternative investment platform that brings investment strategies to accredited investors.-RECOMMENDED PODCAST: History 102 with WhatifAltHistEvery week, creator of WhatifAltHist Rudyard Lynch and Erik Torenberg cover a major topic in history in depth -- in under an hour. This season will cover classical Greece, early America, the Vikings, medieval Islam, ancient China, the fall of the Roman Empire, and more.Subscribe on Spotify: https://open.spotify.com/show/36Kqo3BMMUBGTDo1IEYihmApple: https://podcasts.apple.com/us/podcast/history-102-with-whatifalthists-rudyard-lynch-and/id1730633913YouTube: https://www.youtube.com/@History102-qg5oj–We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.–SPONSORS: BEEHIIV | SHOPIFYHead to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.SHOPIFY: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all e-commerce in the US. And Shopify’s the global force behind Allbirds, Rothy’s, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one e-commerce platform, to their in-person POS system – wherever and whatever you’re selling, Shopify’s got you covered. With free Shopify Magic, sell more with less effort by whipping up captivating content that converts – from blog posts to product descriptions using AI. Sign up for $1/month trial period: https://shopify.com/torenberg–X / TWITTER:@vinikitay@eriktorenberg@upstream__pod@turpentinemedia–TIMESTAMPS:(00:00) Intro(04:57) Understanding Alternative Investments(12:21) The Impact of Interest Rates on Investments(14:00) Sponsors: Shopify(17:59) Understanding the Role of the Fed(23:52) Investing Strategies for Different Economic Conditions(33:52) Debunking the Inverse Correlation of Stocks and Bonds(35:44) Stock Market vs. Real Economy(42:24) Predicting a Potential Recession(42:34) The Fed's Track Record and the Possibility of a Rate Hike(44:03) The Consequences of Increasing Rates(44:50) Understanding Quantitative Easing and Tightening(47:10) The Role of the Fed in Money Creation(01:10:19) The Impact of Globalization on the Fed's Decisions(01:13:22) Understanding China's Currency Manipulation(01:14:37) The Debate on Passive vs Active Investing(01:20:09) The Power of Real Estate in Wealth CreationThis show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On today's Upstream, we're sharing a recent episode where Balaji Srinivasan joins Nathan Labenz to discuss the future of AI: polytheistic AI and AI gods, human-AI symbiosis, and how AI will be controlled. Upstream is sponsored by Shopify: https://shopify.com/torenberg for a $1/month trial period.This episode is a feed drop of The Cognitive Revolution, where Nathan Labenz and Erik Torenberg interview builders on the edge of AI and explore its dramatic shift over the next decades. Listen and subscribe everywhere you get your podcasts: https://www.cognitiverevolution.ai/-RECOMMENDED PODCAST: History 102 with WhatifAltHistEvery week, creator of WhatifAltHist Rudyard Lynch and Erik Torenberg cover a major topic in history in depth -- in under an hour. This season will cover classical Greece, early America, the Vikings, medieval Islam, ancient China, the fall of the Roman Empire, and more.Subscribe on Spotify: https://open.spotify.com/show/36Kqo3BMMUBGTDo1IEYihmApple: https://podcasts.apple.com/us/podcast/history-102-with-whatifalthists-rudyard-lynch-and/id1730633913YouTube: https://www.youtube.com/@History102-qg5oj–SPONSOR :Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.SHOPIFY: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all e-commerce in the US. And Shopify’s the global force behind Allbirds, Rothy’s, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one e-commerce platform, to their in-person POS system – wherever and whatever you’re selling, Shopify’s got you covered. With free Shopify Magic, sell more with less effort by whipping up captivating content that converts – from blog posts to product descriptions using AI. Sign up for $1/month trial period: https://shopify.com/torenberg–X / TWITTER:@labenz (Nathan)@balajis (Balaji)@eriktorenberg (Erik)@upstream__pod (Upstream)@TurpentineMedia@CogRev_Podcast (Cognitive Revolution)--TIMESTAMPS:(00:00) Intro(01:41) Exploring the Concept of AI in the Context of Evolution(02:34) Technical Aspects of AI and its Future(05:25) Challenges in AI: Time Varying and Rule Varying Systems(05:54) AI in Practical Utility and Jobs(07:11) AI Progress and Uncertainties in the Near Future(08:17) AI and the Concept of Generative Intelligence(08:25) Adversarial Input(10:36) Sponsor: Shopify(25:11) Offense and Defense(25:48) Sponsor: Shopify(40:49) Impact on Blue America(45:39 AI Regulation and the Concept of Software FDA(48:45) The Future of AI(49:00) The Role of AI in the Tech Industry(50:18) Exploring the Potential of AI Technology(53:57) The Mathematical Constraints of AI(55:23) The Future of AI: Cryptography and Chaos(57:16) The Impact of AI on Human Evolution(57:19) The Practical Difficulties of AI Implementation(01:02:34) The Future of AI: Amplified Intelligence(01:05:11) The Future of AI: Man-Machine Symbiosis(01:09:09) The Future of AI: Polytheistic AI(01:17:53) Amplified Intelligence Revisited(01:29:02) The Future of AI: The Impact on Blue America(01:30:14) AI in Healthcare(01:30:34) The Role of Human Intelligence in AI Development(01:31:24) The Impact of AI on Job Market and Environment(01:32:27) The Role of AI in Robotics and Training(01:33:50) The Actuator Concept in AI(01:35:06) The Impact of AI on Cryptography(01:37:54) Data Analysis(01:41:00) The Role of AI in Bridging Different Modalities(01:45:28) The Future of AI in a Global Context(01:59:56) The Future of AI in a Tribal Perspective(02:04:26) The Future of AI in a Global Perspective Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, in a departure from Upstream's usual format, Erik sits downs with friends Nick DeWilde, Sean Linehan, and Justin Mares to exchange startup ideas in a new format called "Request for Startups." Please note that this episode contains some vulgar humor and won't be for everyone.--RECOMMENDED PODCAST: History 102 with WhatifAltHistEvery week, creator of WhatifAltHist Rudyard Lynch and Erik Torenberg cover a major topic in history in depth -- in under an hour. This season will cover classical Greece, early America, the Vikings, medieval Islam, ancient China, the fall of the Roman Empire, and more.Subscribe on Spotify: https://open.spotify.com/show/36Kqo3BMMUBGTDo1IEYihmApple: https://podcasts.apple.com/us/podcast/history-102-with-whatifalthists-rudyard-lynch-and/id1730633913YouTube: https://www.youtube.com/@History102-qg5oj--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.--RECOMMENDED PODCAST: Live Players with Samo BurjaJoin host Samo Burja and Erik Torenberg as they analyze the mindsets of today's most intriguing business leaders, investors, and innovators through the lens of their bold actions and contrarian worldviews. You'll come away with a deeper understanding of the development of technology, business, political power, culture and more. Listen to Live Players: https://link.chtbl.com/liveplayers.--SPONSOR:Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. With free Shopify Magic, sell more with less effort by whipping up captivating content that converts – from blog posts to product descriptions using AI. Sign up for $1/month trial period: https://shopify.com/torenberg.--X / TWITTER:@jwmares (Justin)@seanlinehan (Sean)@nick_dewilde (Nick)@eriktorenberg (Erik)@upstream__pod@turpentinemedia--TIMESTAMPS:(00:00) Preview(01:25) Intro(02:03) Fake jobs for rich families(06:59) Ending San Fransisco burglaries(10:50) Better prenups(13:13) Brunch x Benihana(15:44) Sponsor: Shopify(19:40) Fit Club(24:40) Justin's story from being a janitor at LA Fitness(26:49) Generative AI applications(37:26) Holistic fertility treatment(42:31) Combining workspaces with other services(44:58) Retraining software engineers(47:15) Quora for people(49:57) Wrap--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]: Sam KaufmanEditor: Graham BessellieuFor guest or sponsorship inquiries please contact [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Erik sits down with Noor Siddiqui, founder and CEO of Orchid. They discuss Orchid's recent breakthrough in embryo whole genome sequencing, the fertility crisis, parenting, dating, and more.--RECOMMENDED PODCAST: History 102 with WhatifAltHistEvery week, creator of WhatifAltHist Rudyard Lynch and Erik Torenberg cover a major topic in history in depth -- in under an hour. This season will cover classical Greece, early America, the Vikings, medieval Islam, ancient China, the fall of the Roman Empire, and more.Subscribe on Spotify: https://open.spotify.com/show/36Kqo3BMMUBGTDo1IEYihmApple: https://podcasts.apple.com/us/podcast/history-102-with-whatifalthists-rudyard-lynch-and/id1730633913YouTube: https://www.youtube.com/@History102-qg5oj--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.--RECOMMENDED PODCAST: Live Players with Samo BurjaJoin host Samo Burja and Erik Torenberg as they analyze the mindsets of today's most intriguing business leaders, investors, and innovators through the lens of their bold actions and contrarian worldviews. You'll come away with a deeper understanding of the development of technology, business, political power, culture and more. Listen to Live Players: https://link.chtbl.com/liveplayers.--SPONSOR:Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. With free Shopify Magic, sell more with less effort by whipping up captivating content that converts – from blog posts to product descriptions using AI. Sign up for $1/month trial period: https://shopify.com/torenberg.--LINKSOrchid: https://www.orchidhealth.com/--X / TWITTER:@noor_siddiqui_ (Noor)@eriktorenberg (Erik)@upstream__pod@turpentinemedia--TIMESTAMPS:(00:00) Preview(01:06) Intro(01:26) What is Orchid?(04:13) Genome sequencing for embryos: What Orchid has accomplished(07:00) The breakthrough that enabled Orchid's genome sequencing(08:32) The impact and significance of the polygenic risk score(11:59) What is IVF(15:19) Sponsors: Shopify(20:04) Concerns and stigmas around reproductive technology(26:10) On the Gattaca future where parents create perfect children(27:54) Moral panic around longevity(30:32) Anything that can improve things can be used in very hostile ways(33:30) What are the norms around having kids going to be 30-40 years from now(36:55) Noor's thoughts on declining fertility rates(42:13) Matchmaking and dating(48:21) Is the decline of men a real thing?(50:20) Increasing fertility rates, moving the culture, and the negative effects of fertility collapse(1:07:37) Trying out Orchid and how the test works(1:09:16) Wrap--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]: Sam KaufmanEditor: Graham BessellieuFor guest or sponsorship inquiries please contact [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Beff Jezos, the anonymous co-founder of the effective accelerationism movement (also known as "e/acc") recently had his identity revealed by Forbes reporters. He gives the inside story to Erik Torenberg, Antonio Garcia Martinez, Dan Romero, his e/acc cofounder Bayeslord, and The Cognitive Revolution podcast host Nathan Labenz. Make informed decision for high impact donations with GiveWell, which is offering Upstream listeners donation matching up to $100. To claim your match, go to https://www.givewell.org ➡️ pick “Podcast” and enter "Upstream with Erik Torenberg" at checkout.--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.--RECOMMENDED PODCAST: LIVE PLAYERSJoin host Samo Burja and Erik Torenberg as they analyze the mindsets of today’s most intriguing business leaders, investors, and innovators through the lens of their bold actions and contrarian worldviews. You’ll come away with a deeper understanding of the development of technology, business, political power, culture and more. Listen and subscribe everywhere you get your podcasts: https://link.chtbl.com/liveplayers.--SPONSORS: SHOPIFYHead to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. With free Shopify Magic, sell more with less effort by whipping up captivating content that converts – from blog posts to product descriptions using AI. Sign up for $1/month trial period: https://shopify.com/torenberg.--X / TWITTER:@BasedBeffJezos (Beff)@bayeslord (Bayeslord)@dwr (Dan)@antoniogm (Antonio)@eriktorenberg (Erik)@upstream__pod@turpentinemedia--TIMESTAMPS:(00:00) Episode Preview(02:23) The inside story(05:28) How did Beff's identity get revealed by these reporters?(12:27) Why should journalists get to decide who gets to be anon?(16:13) Beff's academic background in quantum computing(18:33) Why Beff started the anon account(20:52) Sponsor: Shopify(22:30) What's next for e/acc(27:37) Overcentralization of AI(29:56) Where the alpha is(35:42) Sponsor: Givewell(42:12) Decels and the rebellion(48:37) Why is big tech so bad & 2024 elections(51:00) AI Leaderboards(53:44) Crypto and AI crossover(58:08) Decentralizing the AI supply chain(01:04:24) Hardware & Extropic technology(01:09:24) Utility of e/acc(01:14:52) What is the e/acc gospel(01:22:20) What is the near term for AI?--Upstream is a production from TurpentineProducer: Sam KaufmanEditor: Michelle PorehFor guest or sponsorship inquiries please contact [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Erik sits down with Samo Burja, political scientist and founder of Bismarck Analysis. They discuss Samo's term "live player" and today's live players, including Sam Altman, Elon Musk, Peter Thiel, and George Soros.--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.--RELATED PODCASTJoin host Samo Burja and Erik Torenberg as they analyze the mindsets of today's most intriguing business leaders, investors, and innovators through the lens of their bold actions and contrarian worldviews. You'll come away with a deeper understanding of the development of technology, business, political power, culture and more. Listen to Live Players: https://link.chtbl.com/liveplayers.--SPONSORS:Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. With free Shopify Magic, sell more with less effort by whipping up captivating content that converts – from blog posts to product descriptions using AI. Sign up for $1/month trial period: https://shopify.com/torenberg.--X / TWITTER:@SamoBurja (Samo)@eriktorenberg (Erik)@upstream__pod@turpentinemedia--TIMESTAMPS:(00:00) Episode Preview(01:50) What are "live players?"(05:05) Samo’s worldview(10:35) Reflections on the energy transition(15:35) Sponsor: Shopify(18:40) Sam Altman as a live player(22:25) OpenAI’s culture vs Microsoft’s culture(25:45) Sam Altman vs Elon Musk vs Peter Thiel(30:35) Sponsor: Oracle(32:40) Understanding different perspectives on capitalism(33:45) The role of live players in society(38:05) Can we train live players?(43:20) The evolution of live players(48:10) Philanthropists as live players: Bill Gates, the Kochs, etc(55:50) The paradox of open society advocates--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]: Sam KaufmanEditor: Graham BessellieuFor guest or sponsorship inquiries please contact [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Erik is joined by Byrne Hobart, author of tech and finance newsletter The Diff, to discuss Sam Altman's ousting from OpenAI, Microsoft's role in the story, and the new competitive landscape for AI companies.--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.--RELATED PODCASTEvery week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriff.--SPONSORS:Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. With free Shopify Magic, sell more with less effort by whipping up captivating content that converts – from blog posts to product descriptions using AI. Sign up for $1/month trial period: https://shopify.com/torenberg.--X / TWITTER:@ByrneHobart (Byrne)@eriktorenberg (Erik)@upstream__pod@turpentinemedia--TIMESTAMPS:(00:00) Episode Preview(01:00) Non-obvious thoughts about governance and legal structures(03:45) Could the board have found out something about Sam?(04:40) Tech’s online coordination and choosing sides(06:25) Why haven’t the OpenAI board shared their reasoning?(12:20) Are they going to bring Sam back?(15:10) What should OpenAI’s pivot be?(17:30) Sponsor: Shopify(20:30) Analyzing Microsoft's moves and the sweetheart deal(23:50) Satya's succession plans(27:15) OpenAI's unique governance structure(30:00) Sponsor: Oracle(32:15) Why Byrne is long Microsoft(40:10) What explains Microsoft's turnaround?(42:15) Meta and Google(48:10) Which of these companies Byrne would short: Apple, Amazon, Google, Facebook, Microsoft(50:20) Was this a coup from the Effective Altruism movement?--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]: Sam KaufmanEditor: Graham BessellieuFor guest or sponsorship inquiries please contact [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today on Upstream we’re dropping a special episode of Age of Miracles which dives into the rise and fall of nuclear power in the 20th century, and what we can learn about pushing nuclear into the 21st century.--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.--RELATED PODCASTTo hear the next episodes of Age of Miracles, a narrative show that explores the complex industries that will play an important role in creating an abundant future for humanity, subscribe at https://link.chtbl.com/ageofmiracles or check out the series on YouTube; https://www.youtube.com/@age-of-miracles--RECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriff--SPONSORS:Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries.From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. With free Shopify Magic, sell more with less effort by whipping up captivating content that converts – from blog posts to product descriptions using AI. Sign up for $1/month trial period: https://shopify.com/torenberg--X / TWITTER:@packym (Packy)@juliadewahl (Julia)@eriktorenberg (Erik)@upstream__pod@turpentinemedia--TIMESTAMPS:(00:00) Episode Preview(00:50) Erik introduces Age of Miracles(03:03) Two narratives of nuclear energy(06:43) Nuclear’s early history and rise(12:26) The start of the fall(15:20) Sponsors: Shopify | Oracle(23:08) Five key factors that led to nuclear’s decline(23:30) Factor #1: the AEC(29:00) Factor #2: good old-fashioned economics(30:30) Sponsor: Shopify(34:21) Factor #3: regulation(46:25) Factor #4: the environmentalists(54:05) Factor #5: the nuclear disasters(57:53) Recap of the historical lessons(1:02:49) Wrap--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]: Sam KaufmanEditor: Graham BessellieuFor guest or sponsorship inquiries please contact [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Balaji Srinivasan returns to Upstream for an unfiltered conversation about recent events: SBF's conviction and the conflict in the middle east.--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.--SPONSORS:Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries.From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. With free Shopify Magic, sell more with less effort by whipping up captivating content that converts – from blog posts to product descriptions using AI. Sign up for $1/month trial period: https://shopify.com/torenberg--RECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriff--X / TWITTER:@balajis (Balaji)@eriktorenberg (Erik)@upstream__pod@turpentinemedia--TIMESTAMPS:(00:00) Episode Preview(01:20) Why should we still care about the SBF story(05:17) An uncensored Twitter exposed the crimes(08:25) Why the system got an F on SBF(11:30) Why the network succeeded over the state(15:10) Sponsors: Shopify | GiveWell(18:00) Actual crimes vs political crimes(20:00) Did the press coverage force the indictment?(22:00) Why didn’t the state move faster if all the pieces were there?(29:30) Political fallout(30:30) Sponsor: Oracle(40:00) Progressive Muslim alliance(42:40) Pro Middle Eastern tech(47:50) Support for anti-Israel is where support for gay marriage was in 2000s(48:20) TikTok is global public opinion minus India and China(50:35) Should America intervene in the Middle East?(52:30) The six regimes(55:30) War with China(57:00) Retribalization of society This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Erik is joined by Sam Lessin, General Partner at the early-stage VC firm Slow Ventures, essayist, and former VP of Product at Facebook.--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.--SPONSORS:Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. With free Shopify Magic, sell more with less effort by whipping up captivating content that converts – from blog posts to product descriptions using AI. Sign up for $1/month trial period: https://shopify.com/torenberg.Vanta: https://www.vanta.com/upstream Compliance doesn’t have to be complicated. In fact, with Vanta it can be super simple. Vanta automates the pricey, time-consuming process of prepping for SOC 2, ISO 27001, HIPAA, and more. With Vanta, you can save up to 400 hours and 85% of costs. Vanta scales with your business, helping you successfully enter new markets, land bigger deals, and earn customer loyalty. Bonus? Upstream listeners get $1000 off Vanta. Just go to https://www.vanta.com/upstream --TIMESTAMPS:(00:00:00) Episode Preview(00:01:00) On Screenshot Essays, writing, and being OK with being wrong(00:03:54) Sam’s thesis on the factory system of venture capital(00:07:18) What does venture look like when the factory line is over?(00:10:10 Sam’s bearishness on YC and a16z(00:-) What are the best firms going to look like in the future?(00:15:08) Sponsor: GiveWell | Oracle Cloud Infrastructure(00:17:47) The future state of company building and venture(00:19:16 On the fake unicorns in the past decade and what the next 10 years of unicorns might look like(00:23:15) The biggest factors of luck in life and company building(00:24:29) Sam’s thesis on constellation software(00:28:01) Thoughts on the studio model of venture(00:30:20) Team Shares and why that’s Sam’s most bullish investment(00:33:06) Sponsors: Vanta(00:34:31) Why Sam is bullish on crypto(00:39:47) The different models of finance and investing in creators(00:43:11) Sam’s advice for future investors in 2040(00:46:16) Is the LP landscape going to change significantly?(00:48:10) On consumer social(00:50:20) On VC firms and indexing(00:52:54) Lower variance founders(00:57:16) Kardashians and the future of media / celebrity(00:58:48) Sam on Balaji’s protech and anti-journalist class(00:59:50) What could have made Twitter a $100b company?(1:02:17) How can we represent social capital on the internet?(1:03:48) On the end of capitalism(1:07:24) Slow Ventures today and where they expect to go in the futureThis show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Erik Torenberg sits down with Aaron Ginn, the CEO and co-founder of Hydra Host and the co-founder of the Lincoln Network (now Foundation for American Innovation). They discuss tech and politics, US-China relations, the GPU revolution, and foreign policy predictions. Upstream is proudly sponsored by Vanta. Get $1000 off Vanta with https://www.vanta.com/upstreamUpstream is a part of the Turpentine podcast network. Learn more: www.turpentine.co–We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com. –SPONSORS: BEEHIIV | SHOPIFY | MERCURY | VANTAHead to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.Looking to give your startup a competitive edge? Meet Mercury: https://mercury.com/ Mercury is banking for ambitious companies—a modern partner that can provide you with the tools and resources you need to turn your startup into the best version of itself. It’s software built to help you scale, with safety and stability, when you need to — whether you're a team of two, or a team of 1,000. Join more than 100,000 startups on Mercury, the powerful and intuitive way for ambitious companies to bank. Mercury is a financial technology company, not a bank. Banking services are provided by Choice Financial Group and involve bank and trust members FDIC. Compliance doesn’t have to be complicated. In fact, with Vanta it can be super simple. Vanta automates the pricey, time-consuming process of prepping for SOC 2, ISO 27001, HIPAA, and more. With Vanta, you can save up to 400 hours and 85% of costs. Vanta scales with your business, helping you successfully enter new markets, land bigger deals, and earn customer loyalty. Bonus? Upstream listeners get $1000 off Vanta. Just go to https://www.vanta.com/upstream –Timestamps:(00:00) Episode Preview(01:55) Aaron's background(07:23) Aaron's journey on his moral idea maze(11:30) Innovation and progress in the human experiment(15:09) Sponsors: Mercury | Vanta(17:15) Can a right wing parallel economy for everything happen?(19:51) NVIDIA versus the public cloud(28:55) Status of GPUs 6 months to a year from now(34:19) Kinetic interaction with China(42:05) GPUs: Foreign policy concerns and predictions(51:20) Comparison of Biden's and Trump's foreign policy –LINKS:Hydra Host: https://hydrahost.com/Book: The Terrible Truth About Liberalshttps://en.wikipedia.org/wiki/The_Terrible_Truth_About_Liberals –X/ TwitterAaron @aginntErik: @ErikTorenbergUpstream : @upstream__pod--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Erik Torenberg sits down with Michael Guimarin, a Silicon Valley operator and educator who helps people hone their information diets, to discuss the divide between institutions and networks and how to shift from consensus to resonance. We're proudly sponsored by Vanta. Get $1000 off Vanta with https://www.vanta.com/upstreamUpstream is a part of the Turpentine podcast network. Learn more: www.turpentine.co--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.–SPONSORS: BEEHIIV | SHOPIFY | MERCURY | VANTAHead to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.Looking to give your startup a competitive edge? Meet Mercury: https://mercury.com/ Mercury is banking for ambitious companies—a modern partner that can provide you with the tools and resources you need to turn your startup into the best version of itself. It’s software built to help you scale, with safety and stability, when you need to — whether you're a team of two, or a team of 1,000. Join more than 100,000 startups on Mercury, the powerful and intuitive way for ambitious companies to bank. Mercury is a financial technology company, not a bank. Banking services are provided by Choice Financial Group and involve bank and trust members FDIC.Compliance doesn’t have to be complicated. In fact, with Vanta it can be super simple. Vanta automates the pricey, time-consuming process of prepping for SOC 2, ISO 27001, HIPAA, and more. With Vanta, you can save up to 400 hours and 85% of costs. Vanta scales with your business, helping you successfully enter new markets, land bigger deals, and earn customer loyalty. Bonus? Upstream listeners get $1000 off Vanta. Just go to https://www.vanta.com/upstream–LINKS:Michael's newsletter: https://theinfodiet.com/ (Course is currently sold out)–TWITTER:Michael: @MichaelGuimarinErik: @ErikTorenbergUpstream : @upstream__pod–TIMESTAMPS:(00:00) Episode Preview(02:10) How decisionmaking outcomes are based on information inputs(04:40) How we understand reality is defined by generational access to technology(05:45) Economics of distributing information(08:50) Michael Guimarin's approach vs Jordan Hall or Daniel Schlac(10:41) Before Google: Consensus(11:00) After Google: Resonance(13:50) Framework: The four estates(16:35) Sponsors: Mercury | Vanta(18:35) The divide between institutions and networks(21:00) Why humans can't predict step changes(25:00) Painting a future which links authority and responsibility(29:00) Where Michael differs from Balaji on decentralization(33:20) Sponsor: NetSuite(34:25) Shifting from consensus to resonance(36:00) The timeline for resolving these issues is over two generations(40:00) Longevity(45:25) The information diet as a war(48:15) Artificial Intelligence(50:50) Do we concede too easily when we get power over institutions?(01:01:00) A top 1% to the top .001% information diet: emotional mastery(01:05:00) How should you adjust the inputs?(01:07:30) Information trillionaires Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Writer and political scientist Richard Hanania is back on Upstream to discuss Trump, Vivek Ramaswamy, the Republican establishment, the sexual revolution, immigration, and his ideological differences with Curtis Yarvin. We're proudly sponsored by Vanta. Get $1000 off Vanta with https://www.vanta.com/upstreamUpstream is a part of the Turpentine podcast network. Learn more: www.turpentine.co–SPONSORS: BEEHIIV | SHOPIFY | MERCURY | VANTAHead to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.Looking to give your startup a competitive edge? Meet Mercury: https://mercury.com/ Mercury is banking for ambitious companies—a modern partner that can provide you with the tools and resources you need to turn your startup into the best version of itself. It’s software built to help you scale, with safety and stability, when you need to — whether you're a team of two, or a team of 1,000. Join more than 100,000 startups on Mercury, the powerful and intuitive way for ambitious companies to bank. Mercury is a financial technology company, not a bank. Banking services are provided by Choice Financial Group and involve bank and trust members FDIC.Compliance doesn’t have to be complicated. In fact, with Vanta it can be super simple. Vanta automates the pricey, time-consuming process of prepping for SOC 2, ISO 27001, HIPAA, and more. With Vanta, you can save up to 400 hours and 85% of costs. Vanta scales with your business, helping you successfully enter new markets, land bigger deals, and earn customer loyalty. Bonus? Upstream listeners get $1000 off Vanta. Just go to https://www.vanta.com/upstream–RECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriff–TWITTER:Richard: @RichardHananiaErik: @ErikTorenbergUpstream : @upstream__pod–TIMESTAMPS:(00:00) Episode Preview(02:12) Attempted cancellation(05:00) Gender Differences(07:45) Racial Profiling(15:30) Law and Culture: How should conservatives reorient their approach(20:00) Sponsors: Mercury | Vanta(26:15) Richard’s views on dismantling the administrative state(31:00) Are the elites governing the US doing a bad job on public health and law enforcement?(34:15) Sponsor: NetSuite(35:15) Where Richard overlaps with classical liberalism(37:00) How Richard thinks of the Republican establishment(42:35) Richard’s perspective on the recent Bari Weiss debate on the impact of the sexual on women.(48:00) How to increase fertility and the quality of the population(53:00) Richard’s evolution on immigration(58:00) Should a country determine its demographics?(01:02:00) How important is inequality?(01:05:30) Debating Curtis Yarvin(01:16:00) What comes after liberalism – and who cares?(01:21:00) Balaji’s Gray tribe Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Robin Hanson, economist, author ,and futurist, sits down with Erik Torenberg to discuss Robin’s ideas about status, truth, and the obstacles for innovation. Upstream is proudly sponsored by Vanta. Get $1000 off Vanta with https://www.vanta.com/upstreamUpstream is a part of the Turpentine podcast network. Learn more: www.turpentine.co–SPONSORS: BEEHIIV | SHOPIFY | MERCURY | VANTAHead to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.--Looking to give your startup a competitive edge? Meet Mercury: https://mercury.com/ Mercury is banking for ambitious companies—a modern partner that can provide you with the tools and resources you need to turn your startup into the best version of itself. It’s software built to help you scale, with safety and stability, when you need to — whether you're a team of two, or a team of 1,000. Join more than 100,000 startups on Mercury, the powerful and intuitive way for ambitious companies to bank. Mercury is a financial technology company, not a bank. Banking services are provided by Choice Financial Group and involve bank and trust members FDIC.Compliance doesn’t have to be complicated. In fact, with Vanta it can be super simple. Vanta automates the pricey, time-consuming process of prepping for SOC 2, ISO 27001, HIPAA, and more. With Vanta, you can save up to 400 hours and 85% of costs. Vanta scales with your business, helping you successfully enter new markets, land bigger deals, and earn customer loyalty. Bonus? Upstream listeners get $1000 off Vanta. Just go to https://www.vanta.com/upstream–RECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriff –TIMESTAMPS:(00:00) Episode Preview(05:38) How Robin developed his theory of the Sacred(09:07)The Sacred binds people together(17:17) Elites (19:00) Sponsors: Mercury | Vanta(37:20) Gossip networks(38:00) Sponsor: NetSuite(39:13) Proposal to fix academia(45:37) Falsehoods(01:05:12) Double agents in our minds(01:08:36) What is cringe?(01:12:31) Therapy(01:17:02) How falling fertility will affect innovation(01:23:49) Social change strategies for reviving fertility rates--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]: Natalie TorenEditor: Graham BessellieuFor inquiries about guests or sponsoring the podcast, please email [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ben Horowitz, co-founder of Andreessen Horowitz (a16z) and one of the most influential venture capitalists of the last decade, sits down with Erik for Turpentine VC. They shed light on how Ben thinks about firm-building and where the future is going. We're proudly sponsored by Vanta. Get $1000 off Vanta with https://www.vanta.com/upstream--Subscribe to Turpentine VC to hear upcoming episodes with top VC minds: Alfred Lin of Sequoia, Elad Gil, and partners at Benchmark: https://www.podpage.com/turpentinevc/--Join our free newsletter to get Erik's top 3 insights from each episode every week:https://turpentinevc.substack.com/--SPONSORS: BEEHIIV | SHOPIFY | MERCURY | VANTAHead to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.--Looking to give your startup a competitive edge? Meet Mercury: https://mercury.com/Mercury is banking for ambitious companies—a modern partner that can provide you with the tools and resources you need to turn your startup into the best version of itself. It’s software built to help you scale, with safety and stability, when you need to — whether you're a team of two, or a team of 1,000. Join more than 100,000 startups on Mercury, the powerful and intuitive way for ambitious companies to bank. Mercury is a financial technology company, not a bank. Banking services are provided by Choice Financial Group and involve bank and trust members FDIC.--Compliance doesn’t have to be complicated. In fact, with Vanta it can be super simple. Vanta automates the pricey, time-consuming process of prepping for SOC 2, ISO 27001, HIPAA, and more. With Vanta, you can save up to 400 hours and 85% of costs. Vanta scales with your business, helping you successfully enter new markets, land bigger deals, and earn customer loyalty. Bonus? Upstream listeners get $1000 off Vanta. Just go to https://www.vanta.com/upstream--TIMESTAMPS:(01:00) Episode Preview(03:55) Ben on what allows the legendary VC firms to be great for multi-decades(05:05) a16z’s unique product-first, investor-second approach(06:20) YC as a16z’s closest spiritual analog(09:40) Ben on why venture firms should stay private(11:40) How a16z scaled their fund sizes to market opportunities(12:40) Why a16z chose to go bigger than Benchmark or USV on fund size(14:20) “Spreadsheet” VCs vs. people-first VCs(16:00) a16z’s customer-focused strategy(17:28) The firm’s unique approach to governance(17:50) Sponsor: Mercury, Vanta(19:55) Shared economics and centralized control(21:20) Ben’s view on the future of venture(24:00) How Ben thinks about riding trends like AI, crypto, etc.(27:00) a16z’s AI strategy(32:00) Will a16z expand into multi-asset firms like BlackRock?(33:00) How a16z thinks about their LPs differently from other firms(35:28) Sponsor: NetSuite(38:00) Peacetime vs. Wartime VCs--LINKS:Why Software Is Eating the World: https://a16z.com/why-software-is-eating-the-world/--X / TWITTER:@bhorowitz (Ben)@eriktorenberg (Erik)@TurpentineVC Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Erik Torenberg sits down with Jon Askonas to look at the impact of disruptive technology in important areas like the media, religion, culture, and politics. Jon is an assistant professor of politics at Catholic University, a senior fellow at the Foundation for American Innovation and a writer for publications like The New Atlantis and Compact. We are proudly sponsored by Vanta. Get $1000 off Vanta with https://www.vanta.com/upstream--Please support our sponsors: Beehiiv | Shopify | Mercury | Vanta Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.--Looking to give your startup a competitive edge? Meet Mercury: https://mercury.com/Mercury is banking for ambitious companies—a modern partner that can provide you with the tools and resources you need to turn your startup into the best version of itself. It’s software built to help you scale, with safety and stability, when you need to — whether you're a team of two, or a team of 1,000. Join more than 100,000 startups on Mercury, the powerful and intuitive way for ambitious companies to bank. Mercury is a financial technology company, not a bank. Banking services are provided by Choice Financial Group and involve bank and trust members FDIC.--Compliance doesn’t have to be complicated. In fact, with Vanta it can be super simple. Vanta automates the pricey, time-consuming process of prepping for SOC 2, ISO 27001, HIPAA, and more. With Vanta, you can save up to 400 hours and 85% of costs. Vanta scales with your business, helping you successfully enter new markets, land bigger deals, and earn customer loyalty. Bonus? Upstream listeners get $1000 off Vanta. Just go to https://www.vanta.com/upstream--TIMESTAMPS:(01:00) Episode Preview(03:00) Jon’s thesis: The end of consensus reality(04:20) What people have underestimated and overestimated since the 70s(06:00) What comes after the nation state?(07:00) The role of military technology in the next era(09:45) What inputs are most important in determining a country’s dominance(11:00) Countering Bali’s theory of the decline of the US dollar(13:00) What has happened to our consensus reality? (16:49) Sponsors: Mercury, Vanta, and NetSuite(18:50) Social Media is a red herring. The internet itself was the disruptor(21:30) Why solving the problems of social media won’t return the world to sanity(26:20) Fragmentation is a good thing(29:25) 2nd order effects of AI(30:30) E/acc vs EA (32:50) Creating a religion out of AI(40:00) The problem with conservatives and technology(46:25) Conservatives ignoring the culture(52:00) Future of the right?(57:00) How do we make sense of a world where we can’t determine a fact?(59:10) Believing science, experts, and Sam Harris--X/ TWITTER:Erik’s Twitter: @eriktorenbergJon’s Twitter: @JonAskonasPodcast Twitter: @Upstream__Pod--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Balaji Srinivasan joins Erik Torenberg and Moment of Zen co-host Dan Romero to share his new theory of the Tribal Lens, why cognitive territories will gain increasingly more power than land-defined territories, why the US is no longer a beacon in the world, and Balaji strategy to fix San Francisco. We're proudly sponsored by Vanta. Get $1000 off Vanta with https://www.vanta.com/zen--Please support our sponsors: Beehiiv | Shopify | Mercury | VantaShopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.--Looking to give your startup a competitive edge? Meet Mercury: https://mercury.com/Mercury is banking for ambitious companies—a modern partner that can provide you with the tools and resources you need to turn your startup into the best version of itself. It’s software built to help you scale, with safety and stability, when you need to — whether you're a team of two, or a team of 1,000. Join more than 100,000 startups on Mercury, the powerful and intuitive way for ambitious companies to bank. Mercury is a financial technology company, not a bank. Banking services are provided by Choice Financial Group and involve bank and trust members FDIC.--Compliance doesn’t have to be complicated. In fact, with Vanta it can be super simple. Vanta automates the pricey, time-consuming process of prepping for SOC 2, ISO 27001, HIPAA, and more. With Vanta, you can save up to 400 hours and 85% of costs. Vanta scales with your business, helping you successfully enter new markets, land bigger deals, and earn customer loyalty. Bonus? Upstream listeners get $1000 off Vanta. Just go to https://www.vanta.com/zen--RECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriff--TIMESTAMPS:(00:30) Episode Preview(09:55) Cloud Cartography: If you don't control the cognitive territory. you don't control the lands(14:44) Sponsors: Mercury, NetSuite(18:30) Why people don't take the internet seriously?(23:00) The US is not a nation state(25:10) A civilization state(26:00) Why Americans should learn about India's history / India and the US are converging(33:25) Why a civil war doesn't seem realistic to people now(40:00) Where else should a talented person move?(41:20) Asia is the new global center,(48:20) Internet first, not America first(01:03:25) Software vs. Hardware(01:05:25) Elon and the Grey Strategy(01:17:15) Israel is looking away from the US for partners(01:20:25) The Tribal lens integrates both domestic and foreign politics(01:21:25) Will blue always win?(01:24:25) Making sense of the China meltdown story(01:36:15How to fix San Francisco(01:51:25) Irrationality is an advantage(02:06:25) Dan and Erik debrief--X / Twitter@balajis (Balaji)@dwr (Dan)@eriktorenberg (Erik)@MOZ_Podcast Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Upstream, Emad Mostaque, founder of Stability AI, and Sam Lessin, GP of Slow Ventures and former VP Product at Facebook, discuss how paradigm shifting AI will be for different sectors of the global economy, whether startups or incumbents have the edge, and whether AI is actually a good investment for Venture Capital. Topics covered in this debate span: the attention and information economy, SaaS markets, how AI-created entertainment will impact society and our relationships, porn, and AI disruption of highly-regulated industries. Erik Torenberg and The Cognitive Revolution AI podcast host Nathan Labenz serve as moderators, asking questions towards the end. We're proudly sponsored by Vanta. Get $1000 off Vanta with https://www.vanta.com/zen--Please support our sponsors: Beehiiv | Shopify | Mercury | Vanta Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.--Looking to give your startup a competitive edge? Meet Mercury: https://mercury.com/Mercury is banking for ambitious companies—a modern partner that can provide you with the tools and resources you need to turn your startup into the best version of itself. It’s software built to help you scale, with safety and stability, when you need to — whether you're a team of two, or a team of 1,000. Join more than 100,000 startups on Mercury, the powerful and intuitive way for ambitious companies to bank. Mercury is a financial technology company, not a bank. Banking services are provided by Choice Financial Group and involve bank and trust members FDIC.--Compliance doesn’t have to be complicated. In fact, with Vanta it can be super simple. Vanta automates the pricey, time-consuming process of prepping for SOC 2, ISO 27001, HIPAA, and more. With Vanta, you can save up to 400 hours and 85% of costs. Vanta scales with your business, helping you successfully enter new markets, land bigger deals, and earn customer loyalty. Bonus? Upstream listeners get $1000 off Vanta. Just go to https://www.vanta.com/zen--TOPICS DISCUSSED:(01:00) Episode Preview(03:20) AI as an extender rather than a deck shuffler(07:45) Is AI a disruptive or sustaining innovation? (09:13) What is intelligence?(11:47) The attention and information economy(16:43) Storytelling, the stock market, and the economy(18:13) Sponsors: Mercury, Vanta, NetSuite(25:30) Startups vs incumbents(27:40) Disrupting highly-regulated industries(28:47) AI in education: an AI tutor for every child(31:40) AI as StackOverflow 2.0 for engineers(33:45) Regulatory Arbitrage(36:20) The oracle problem(38:00) Apple as the weakest live player in AI(42:15) AI in communities and the future of social media(43:00) Replika on Valentine’s Day and AI-generated porn(50:10) How does the market for inference shape up? Inference vs. cloud(52:30) What are the most likely incumbents to be disrupted?(53:25) Will big tech continue to opensource? (55:30) Birth rate in US in the future given AI(57:00) Can any AI leader sustain high gross margins in the future?(58:00) Stability’s business model Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Erik Torenberg sits down with Vivek Ramaswamy, the Republican presidential candidate rapidly rising in the polls. Vivek recorded this interview with us in late march. Given the attention from his performance at the first GOP debate this week, we decided to re-run it. We go deeper on many of the soundbites that have been popping up this summer, including his ideas about the culture war, affirmative action, and climate science. We also cover his ambitious transformation from Silicon Valley founder to political candidate, and discuss his radical policy proposals. We're proudly sponsored by Vanta. Get $1000 off Vanta with https://www.vanta.com/zen--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.--Please support our sponsors: Beehiiv | Shopify | Vanta Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.--Compliance doesn’t have to be complicated. In fact, with Vanta it can be super simple. Vanta automates the pricey, time-consuming process of prepping for SOC 2, ISO 27001, HIPAA, and more. With Vanta, you can save up to 400 hours and 85% of costs. Vanta scales with your business, helping you successfully enter new markets, land bigger deals, and earn customer loyalty. Bonus? Upstream listeners get $1000 off Vanta. Just go to https://www.vanta.com/zen--X/TWITTER:Erik's Twitter: @eriktorenbergVivek's Twitter: @VivekGRamaswamyPodcast Twitter: @Upstream__PodErik's Substack: eriktorenberg.substack.com--TIMESTAMPS(00:00) Episode Preview(03:03) When Vivek set his sights on running for president(09:02) Vivek’s presidential platform: Affirmative action, Climate, Fed, Drug crisis (15:35) Sponsors: Vanta, NetSuite(16:36) Where Vivek overlaps/differs with Silicon Valley: free speech, DEI, SVB(24:19) How Vivek conceptualizes a meritocracy(30:25) How to remove politics from corporations(41:00) Silicon Valley should empathize more with the rest of the country?(42:24) Cultural otherness(55:06) Defining “woke”(56:22) What’s it like to run a presidential campaignThis show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Samuel Hammond is a Canadian-born, DC-based senior economist for the Foundation for American Innovation, a think tank focused on bridging the cultures of Silicon Valley and DC. His research focuses on innovation and the institutional impact of disruptive technologies. He is an unconventional thinker and writer (Substack: https://www.secondbest.ca/) who participates in nuanced dialogue with different thinkers across economics, tech, policy, and philosophy. In this conversation we discuss Sam’s views on AI, mental models for his worldview, polarization, and how political influence really works. We're proudly sponsored by Vanta. Get $1000 off Vanta with https://www.vanta.com/zen--Please support our sponsors: Beehiiv | Shopify | Vanta Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.--Compliance doesn’t have to be complicated. In fact, with Vanta it can be super simple. Vanta automates the pricey, time-consuming process of prepping for SOC 2, ISO 27001, HIPAA, and more. With Vanta, you can save up to 400 hours and 85% of costs. Vanta scales with your business, helping you successfully enter new markets, land bigger deals, and earn customer loyalty. Bonus? Upstream listeners get $1000 off Vanta. Just go to https://www.vanta.com/zen--RECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriff--LINKS:thefai.orghttps://www.secondbest.ca/--X/ TWITTER:@hamandcheese@joinfai@eriktorenberg (Erik)@upstream__pod--TIMESTAMPS(01:00) Episode Preview(03:00) How Sam characterizes his worldview(07:25) The great founder theory(11:47) Between AI safety concerns and e/acc beliefs, here does Samuel fall on AI?(15:24) What would Sam say to libertarians?(16:00) Sponsor: NetSuite(18:11) What can we learn from Mormonism about AI risks and regulations?(21:19) AI is leveling the playing field(25:00) Instead of libertarian, AI is communitarian(27:10) Lessons of Mormonism for adapting to technological revolutions(30:00) Do right or left beliefs qualify as a religion, with their own institutions?(40:57) Humanism, grey goo, and why waste is good(44:40) Mental model for government dysfunction(48:09) The think tank ecosystem and how influence really works in DC?(50:53) Samuel’s interesting disagreements with: Balaji Srinivasan, Robin Hanson, Tyler Cowen, Bryan Caplan(52:27) What’s the best argument for pluralism?(52:48) Ezra Klein and Chris Caldwell actually make the same argument about polarizationThis show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Biotech founder and investor Martin Shkreli joins Erik Torenberg and his co-host Jesse Genet on In The Arena podcast to dissect his controversies and crises through the lens of leadership. Martin goes deep into the leadership decisions and regulatory environment that led to him serving time in prison, the lessons he took away about tech and founding startups, and how he believes there is a hero’s journey arc up ahead. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/upstreamIn The Arena is a part of the Turpentine podcast network. If you loved listening, subscribe at the podcast platform of your choice: https://link.chtbl.com/MwjyhPC5Upstream and In The Arena are part of the Turpentine podcast network. Learn more: www.turpentine.coRECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriffTIMESTAMPS:(00:00) Episode Preview(01:52) Reliving Martin's most stressful moment(06:09) How the lawsuit impacted Martin's team(09:52) How the government handled Shkreli’s case(11:22) The day Martin was taken by authorities(14:28) Sponsor: NetSuite(19:10) Hedge funds’ relationships with the law compared with venture(25:57) The price hike and pharma industry norms(32:22) Explanation of charges(41:15) The new CEO(44:36) New trope of private equity pharma(48:57) The demise of trust in the media and Pharma Bro(57:11) Regrets and anger(59:45) The epidemic of criminal injustice(01:02:58) Being sued by the FTC under the Sherman Act (monopoly law)(01:06:03) Shkreli and Silicon Valley(01:08:31) Entrepreneurship post-indictment(01:15:40) Martin’s time in prison(01:21:48) Martin reflects on being a repeat founder, and where his passions lie now.X / TWITTER:@wagieeacc (Martin)@jessegenet (Jesse)@eriktorenberg (Erik)@inthearena_podPlease support our sponsors: Beehiiv | Shopify Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bryan Caplan is a writer and professor of economics at George Mason University, as well as the author of four books, including The myth of the Rational Voter, and The Case Against Education. His upcoming book is on Feminism. In this conversation, we talked about Bryan's views on sex and relationships, innovative approaches to boost birth rates, homeschooling, and his theories on what actually divides the left and the right. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAM--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.RECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriffTIMESTAMPS(00:00) Episode Preview(03:00) Identifying trends that are technically correct but not politically correct(05:20) Why are humans having less kids(13:37) The best ways to not conform(15:28) Sponsor: NetSuite(16:59) Feminism(21:12) Homeschooling(23:25) Dating markets, hook ups, and standard-lowering(32:51) Bryan’s dating advice(41:51) Agency and mental illness(46:58) El Salvador’s approach to crime(56:27) Immigration(01:02:05) Ukraine(01:03:33) What really divides the left and the right?LINKS:Bryan Caplan, The Case Against Education https://www.amazon.com/Case-against-Education-System-Waste/dp/0691174652Bryan Caplan, Selfish Reasons To Have More Kids https://www.amazon.com/Selfish-Reasons-Have-More-Kids/dp/0465028616/ref=sr_1_2?qid=1691043786&refinements=p_27%3ABryan+Caplan&s=books&sr=1-2&text=Bryan+CaplanBryan Caplan, Open Borders https://www.amazon.com/Open-Borders-Science-Ethics-Immigration/dp/1250316960/ref=sr_1_1?qid=1691043816&refinements=p_27%3ABryan+Caplan&s=books&sr=1-1&text=Bryan+CaplanBryan Caplan, The Myth of the Rational Voter https://press.princeton.edu/books/paperback/9780691138732/the-myth-of-the-rational-voterX:Bryan's Twitter: @Bryan_CaplanErik's Twitter: @eriktorenbergUpstream : @upstream__podPlease support our sponsors: Beehiiv | Shopify Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Marc Andreessen of Andreessen Horowitz sits down with Erik Torenberg and his Moment of Zen co-hosts Dan Romero and Antonio Garcia Martinez to discuss AI, religion, San Francisco politics, Eric Voegelin, and life extension. Subscribe to Moment of Zen: https://link.chtbl.com/mozIf you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/upstream--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.--RECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriffLINKS:Check out Upstream's first interview with Marc, about Marc's Intellectual Education :Spotify: https://open.spotify.com/episode/0bYfnuju3PhHFtSGgiMmoz?si=ecLDCrn_TLaYa7Bh8Q50qgApple: https://podcasts.apple.com/us/podcast/marc-andreessen-on-his-intellectual-journey-the-past/id1678893467?i=1000605668194Marc Andreessen, Fighting https://pmarca.substack.com/p/fightingMarc Andreessen, Why AI Will Save The World. https://pmarca.substack.com/p/why-ai-will-save-the-worldEric Voegelin, https://en.wikipedia.org/wiki/Eric_VoegelinBook: Regime Change by Patrick J. Deneen https://www.amazon.com/Regime-Change-Toward-Postliberal-Future/dp/0593086902TIMESTAMPS:(00:00) Episode preview(02:30) The evolution of human entertainment from epic poetry to NPC Tiktoks(07:50) Violence is a choice(12:00) True democracy mandates military service as a virtue(16:05) Sponsor: NetSuite(17:22) Can San Francisco be fixed?(28:03) Marc's empirical argument for AI(31:45) Where Sam Harris gets it wrong(35:35) Eric Voegelin's concept of Immanetizing the Eschaton(41:40) What happens to religion after AI(48:54) What would Nietzsche say?(49:44) LLMs are already the subject of a religious war(53:28) What comes after liberalism(01:03:03) Based on Zuck's recent PR success, are alpha males back?(01:07:23) Men’s tailoring and the stripping of masculinity(01:09:50) Is Twitter’s influence the real world? Alana Newhouse on MOZ: https://www.youtube.com/watch?v=HmgtPetHBVw&t=349s(01:13:25 ) Is Left vs Right the central conflict of our time?(01:18:30) Life extensionTWITTER:@pmarca (Marc)@eriktorenberg (Erik)@upstream__pod.Please support our sponsors: Beehiiv | Shopify Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We're excited to introduce Upstream listeners to Econ 102 from Turpentine. In episode 1, Noah Smith and Erik Torenberg discuss the highs and lows of Biden's first term, Biden's policies in comparison to previous presidents and other leaders, as well as China - its real estate sector, industrial and manufacturing industries, and its views on tech. If you're looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAMSubscribe to Econ 102 at the podcast platform of your choice: https://link.chtbl.com/Econ102Econ 102 is a part of the Turpentine podcast network. To learn more: www.turpentine.co--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.RECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriffTIMESTAMPS:(00:00) Episode Preview(01:54) Overview of Biden's first term(03:08) The most important thing Biden's done (12:35) What are the chances of Trump returning?(14:03) In the 1970s once again(14:50) Sponsor: NetSuite(17:26) Noah's ideal foreign policy(17:46) Japan's importance in foreign policy(19:29) Main foreign policy concerns in the next cycle(20:46) The ideal containment strategy(22:05) China(26:23) Getting to 1 billion Americans as a foreign policy measure(27:24) Real estate in China(31:02) Comparing and contrasting Chinese and American industrial policy(38:05) China's stomp on the IT industry to encourage manufacturing(39:15)The difference in Chinese and American views of manufacturing (43:18) Revitalizing American manufacturing (47:16) The services industry(49:09) A shortage of human truckers LINKS MENTIONED:Real Estate is China's Economic Achilles Heel: https://www.noahpinion.blog/p/real-estate-is-chinas-economic-achillesWhy is China Smashing its Tech Industry: https://www.noahpinion.blog/p/why-is-china-smashing-its-tech-industryNoah Smith's newsletter: https://www.noahpinion.blog/Erik Torenberg's newsletter: https://eriktorenberg.substack.com/TWITTER:@noahpinion (Noah)@eriktorenberg (Erik)Please support our sponsors: Beehiiv | Shopify Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Erik sits down with Agnes Callard to discuss her views on disagreement and progress, her inclination to question and operate outside of accepted societal structures, and why empathy is not always positive. Agnes Callard is a philosopher and essayist who specializes in ancient philosophy, ethics, and Socratic communication. If you're looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAMUpstream is part of the Turpentine podcast network. To learn about sponsorships, email [email protected] or head to www.turpentine.coRECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriffTIMESTAMPS(00:00) Episode Preview(02:45) Progress in philosophy(05:13) Tensions between academic and public philosophy(07:56) Does philosophy make the world a better place?(09:11) Consulting philosophers(11:42) Why don't we go to philosophers instead of therapists?(15:28) Sponsor: NetSuite (16:56) Making the case for philosophy(19:22) Sometimes the more you know ain't so(23:46) Benefit of self-delusion(26:05) What do people misunderstand about Socrates? (27:23) Benefits of conceptual literacy (30:02) Irony in today's culture(35:10) Status games(37:30) Being Straussian vs being sincere(44:15) Is Tyler Cowan Straussian?(46:00) Agnes' investment into the biggest cultural war issues of our time (48:28) Why is John Mill's conception of free speech worn out?(50:12) Free speech is the freedom to listen(52:34) How do we justify hierarchy?(56:59) Equality is not a moral principle (58:14) Darwinian morality(01:01:02) Dark empathy (01:07:11) Intellectual masturbation(01:09:28) Love, marriage, and living philosophically(01:15:48) What are the questions Agnes wants to find answers to?(01:17:20) Did we just do philosophy for the past hour?TWITTER:Agnes' Twitter: @AgnesCallardErik's Twitter: @eriktorenbergUpstream : @upstream__podPlease support our sponsors: Beehiiv | Shopify Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Erik sits down with writer and political scientist Richard Hanania. This extended discussion encompasses Richard’s intellectual education and views on how the world works, including affirmative action, the dynamic divide between conservatives and liberals, government overreach, geopolitics, and intellectual contemporaries worth reading. If you’re looking for SOC 2, ISO 27001, GDPR or HIPAA compliance, head to Vanta: https://www.vanta.com/1000--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.--Please support our sponsors: Beehiiv | Shopify | Vanta Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.Compliance doesn’t have to be complicated. In fact, with Vanta it can be super simple. Vanta automates the pricey, time-consuming process of prepping for SOC 2, ISO 27001, HIPAA, and more. With Vanta, you can save up to 400 hours and 85% of costs. Vanta scales with your business, helping you successfully enter new markets, land bigger deals, and earn customer loyalty. Bonus? Upstream listeners get $1000 off Vanta. Just go to https://www.vanta.com/zen--RECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriff--LINKS:Richard’s new book: The Origins of Woke: Civil Rights Law, Corporate America, and the Triumph of Identity Politics Richard Hanania’s Substack: https://www.richardhanania.com/--TIMESTAMPS:(00:00) Episode preview(05:40) Richard on Vivek Ramaswamy(07:20) Diversity and corporate interest(12:10) Wokeness is subsidized by government(18:00) Wokeness as a paper tiger(22:00) Liberal media and Conservative media(31:00) What should the Republican strategy be?(40:00) What is a positive vision rooted in conservative values?(48:00) What are the winning issues for conservatives?(51:00) Crime(01:10:00) Blank Slatism, Charles Murray, and the EA movement(01:14:00) Richard’s geopolitical worldview(01:25:00) Physiognomy of Conservatives and Liberals(01:28:00) Why are we polarized?(01:33:00) Dynamic divide between liberals and conservatives(01:34:00)Richard on Elon(01:40:00) Feminism(02:00:00) Richard on other contemporary intellectuals, including Tyler Cowen, Robin Hanson, Scott Alexander, and more--TWITTER:Richard: @RichardHananiaErik: @ErikTorenberg--Upstream : @upstream__podThis show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Erik sits down with Balaji Srinivasan to discuss the Fiat Crisis, geopolitics, conspiracies, and the signs of decline for a hyperpower. Balaji is an angel investor, tech founder, philosopher, and author of The Network State. He was formerly the CTO of Coinbase. This riveting conversation is, in many aspects, a follow-up to his appearance on Moment of Zen (see links below). If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAMUpstream is part of the Turpentine podcast network. To learn about sponsorships, email [email protected] or head to www.turpentine.co--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.ICYMI: Moment of Zen w/ Balaji Srinivasan: https://open.spotify.com/episode/6tk6DbkVhBlDp1hh8wzIEM?si=NA-oZU6NT7iNTKhX1ixoCQTIMESTAMPS:(00:00) Episode Preview(01:40) What is happening with the Fiat Crisis?(08:52) Balaji’s equivalent premises(11:07) God, State, Network(12:45) Irrational adherence to principles(15:12) Sponsors: Secureframe(16:16) Hyperpower wars 1991-2021(20:05) Economic conclusions(23:12) Blue America is at war with the world(28:30) Cancellation is a weak form of warfare(32:35) Red vs Blue vs Grey America (38:00) Make America states again(39:47) America and India parallels in reverse(43:10) Can America turn around after the next election?(44:25) America and China and Russia | Microsoft and Facebook and Google(46:55) How people react to Balaji’s China stance(52:00) History between Russia and Japan(57:25) Conspiracies(01:04:35) Balaji’s predictions for 2024 & the Fed(01:11:41) Replacing the Dollar networkTWITTER:Balaji’s Twitter: @balajisErik’s Twitter: @eriktorenbergUpstream : @upstream__podSPONSOR:Please support our sponsors: Beehiiv | Shopify | Secureframe Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.Secureframe https://secureframe.com/Secureframe is the leading all-in-one platform for security and privacy compliance. Get SOC-2 audit ready in weeks, not months. I believe in Secureframe so much that I invested in it, and I recommend it to all my portfolio companies. Sign up for a free demo and mention UPSTREAM during your demo to get 20% off your first year. Secureframe has just released Secureframe Trust, a new product that lets you showcase your organization's security posture to build customer trust. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week our guest is Kevin Kelly, the founding executive editor of Wired magazine, technologist, and author. We go into Kevin’s predictions for AI, interspeciation, and how humans need to be having more children. We also talk about practical and unpretentious advice for succeeding, communicating, and being good members of society. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAMUpstream is a part of the Turpentine podcast network. Learn more: Turpentine.co--TIMESTAMPS:(00:00) Preview(01:29) Introduction(03:06) Kevin's advice for living and 'advice as a category'(15:55) Sponsors: Secureframe | Mercury(17:00) Virtue of Natalism(20:42) Future of sentience(26:13) AI safety(31:26) What technology wants(38:03) New mythologies(41:20) Global governance(45:14) Demoralizing FailureLINKS:Kevin Kelly's book: Excellent Advice for Living https://www.amazon.com/Excellent-Advice-Living-Wisdom-Earlier/dp/0593654528TWITTER:Kevin's Twitter: @kevin2kellyErik's Twitter: @eriktorenbergSPONSORS:Please support our sponsors: Beehiiv | Shopify | Secureframe | Mercury Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.-Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.- Secureframe: https://secureframe.com/Secureframe is the leading all-in-one platform for security and privacy compliance. Get SOC-2 audit ready in weeks, not months. I believe in Secureframe so much that I invested in it, and I recommend it to all my portfolio companies. Sign up for a free demo and mention UPSTREAM during your demo to get 20% off your first year. Secureframe has just released Secureframe Trust, a new product that lets you showcase your organization's security posture to build customer trust.- Mercury: https://mercury.com/Now more than ever, startup founders need a safe place to put their cash. Mercury protects your money and also provides the streamlined user experience that great founders expect through partner banks and their sweep networks. Mercury offers up to $5 million in FDIC insurance, which is 20 times the per-bank limit. They also make it easy to invest any cash above the FDIC-insured amount in a money market fund, a hundred thousand startups trust Mercury with their finances. I've been a happy Mercury customer and have found their team incredibly helpful and responsive.Mercury is a financial technology company, not a bank. Banking services are provided by Choice Financial Group and involve bank and trust members FDICThis show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected] to Graham Bessellieu for production. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today, we have a special new show to share. The Hill & Valley is a podcast that offers an inside look into how tech and the US government are starting to move closer together and pave the future of American technological leadership and national security. The show is hosted by author and commissioner of the U.S.-China Economic and Security Review Commission Jacob Helberg, Varda Space Industries Founder Delian Asparouhov, and Principal at 137 Ventures Christian Garrett. Palmer Luckey is the founder of defense technology company Anduril Industries and Oculus VR. Palmer discusses the future of China-US relations, breakthroughs in DefenseTech, and working with the Department of Defense.--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.Timestamps:(00:00) Episode Preview(03:10) Shifting dynamics between the government and Silicon Valley since Palmer started Anduril Industries(07:30) Biggest factors contributing to new demand for defense technology(13:42) Working with the U.S. Department of Defense(19:00) Sponsors: Secureframe | Mercury(20:00) Exporting strategic technology to China: patents, AI, sensor fusion(26:00) Lobbying(27:00) Building Anduril Industries on first principles(40:30) Can the US pull off a second Cold War victory with China?(45:00) Immigration reform and supply chain disruption(54:20) Palmer’s picks for the most impactful strategic technology on the horizonSPONSORS:Please support our sponsors: Beehiiv | Shopify | Mercury Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months.-Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.- Mercury: https://mercury.com/Now more than ever, startup founders need a safe place to put their cash. Mercury protects your money and also provides the streamlined user experience that great founders expect through partner banks and their sweep networks. Mercury offers up to $5 million in FDIC insurance, which is 20 times the per-bank limit. They also make it easy to invest any cash above the FDIC-insured amount in a money market fund, a hundred thousand startups trust Mercury with their finances. I've been a happy Mercury customer and have found their team incredibly helpful and responsive. Mercury is a financial technology company, not a bank. Banking services are provided by Choice Financial Group and involve bank and trust members FDIC.--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Erik Torenberg sits down with Tim Urban, writer of the popular blog Wait But Why, and author of the 2023 book What’s Our Problem? where he offers a framework for thinking about our chaotic political landscape. In this discussion, Erik and Tim discuss liberalism, why heresy is important, and the notion of equality. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAMUpstream is part of the Turpentine Network. You can learn more at turpentine.co--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.TIMESTAMPS:(00:00) Episode Preview(02:37) The story of Tim Urban’s new book “What’s Our Problem?”(09:01) Existential threat, technological innovation, and heresy(14:09) Why the left and the right aren’t respecting liberalism(16:51) Sponsor: Secureframe(19:42) Social justice fundamentalism vs liberal social justice(26:13) Social justice fundamentalism as a religion(29:39) Freedom vs Equality(50:42) Equality and specificity(55:08) What would change if Tim wrote the book in the next few years?TWITTER:Tim’s Twitter: @waitbutwhyErik’s Twitter: @eriktorenbergUpstream : @upstream__podSPONSORS:Please support our sponsors: Beehiiv | Shopify | Secureframe Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months-Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.- Secureframe: https://secureframe.com/Secureframe is the leading all-in-one platform for security and privacy compliance. Get SOC-2 audit ready in weeks, not months. I believe in Secureframe so much that I invested in it, and I recommend it to all my portfolio companies. Sign up for a free demo and mention UPSTREAM during your demo to get 20% off your first year. Secureframe has just released Secureframe Trust, a new product that lets you showcase your organization's security posture to build customer trust.--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Erik Torenberg sits down with Katherine Boyle, a general partner at Andreessen Horowitz where she invests in companies that promote American dynamism. Erik and Katherine discuss the private sector versus the public sector, the American dream in conflict with the rise of therapeutic culture, and how to reinstill a love of public service. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAMIf you enjoyed this podcast you listen to Katherine's recent Moment of Zen episode next, where she discusses founder mentality, Twitter, SpaceX, and more ( https://link.chtbl.com/moz)--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.TIMESTAMPS:(00:00) Episode preview(03:21) What is American Dynamism?(05:49) How should VC’s view China?(08:03) We aren’t seeing China as an ally anymore(10:19) Private vs public sector(13:23) Why the public sector won’t build the next SpaceX(16:35) Sponsors: Secureframe | Marketerhire(20:00) Tradeoffs with privatization(26:20) How to reinstill a love for public service(31:02) Where Katherine differs from Balaji(33:39) What can we learn from China(36:13) Building is a political philosophy(35:56) Katherine’s family background(38:47) America is where you can escape your past(40:29) We are a nation of families moreso than individuals(42:40) What Katherine learned from being an au pair(44:48) The rise of therapeutic culture(50:38) What to do about struggling men(59:32) The problems of delaying adulthood(1:07:42) The problems of optionality(1:11:07)How religion informs her work and lifeTWITTER:Katherine’s Twitter: @KTmBoyleA16z’s Twitter: @a16zErik’s Twitter: @eriktorenbergUpstream : @upstream__podLINKS:American Dynamism: https://a16z.com/american-dynamism/Please support our sponsors: Beehiiv | Shopify | Secureframe Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months-Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.- Secureframe: https://secureframe.com/Secureframe is the leading all-in-one platform for security and privacy compliance. Get SOC-2 audit ready in weeks, not months. I believe in Secureframe so much that I invested in it, and I recommend it to all my portfolio companies. Sign up for a free demo and mention UPSTREAM during your demo to get 20% off your first year. Secureframe has just released Secureframe Trust, a new product that lets you showcase your organization's security posture to build customer trust.--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Erik sits down with Sam Harris, an author, neuroscientist, podcaster, and philosopher. Sam is known for having crucial conversations about morality, religion, rationality, and the pursuit of truth. This discussion covers Sam’s concerns about populism, polarization, and inequality. We also discuss why Sam is hated by the left and the right. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAM--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.LINKS:Sam's work: https://www.samharris.org/Sam's podcast Making Sense: https://www.samharris.org/podcastsTIMESTAMPS:(00:00) Episode preview(03:00) Sam’s life’s work(05:00) Sam’s concerns around the marketplace of ideas(12:25) Sam is a mistake theorist(16:45) Sponsors: Secureframe(21:00) Why Sam is hated by both the left and the right(23:30) Fundamental conflict between the left and the right(32:00) Navigating group disparities(42:00) Individual rights vs group rights(48:00) Is wokeness the new religion?(52:00) Sam’s critique of populism(59:00) Sam’s defenses of experts/institutions(1:12:00) The right doesn’t sufficiently appreciate luck(1:17:45) Polarization is better than a one-party state(1:22:00) Global governanceTWITTER:Erik’s Twitter: @eriktorenbergUpstream : @upstream__podMaking Sense Podcast: @MakingSenseHQPlease support our sponsors: Beehiiv | Shopify | Secureframe Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months-Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.- Secureframe: https://secureframe.com/Secureframe is the leading all-in-one platform for security and privacy compliance. Get SOC-2 audit ready in weeks, not months. I believe in Secureframe so much that I invested in it, and I recommend it to all my portfolio companies. Sign up for a free demo and mention UPSTREAM during your demo to get 20% off your first year. Secureframe has just released Secureframe Trust, a new product that lets you showcase your organization's security posture to build customer trust.--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We're excited to introduce Upstream listeners to Moment of Zen, a weekly podcast hosted by Erik Torenberg, Dan Romero, Antonio Garcia Martinez, and additional guests. This episode features special guest Mike Solana, Editor in Chief of Pirate Wires (https://www.piratewires.com/) in conversation with Erik and Dan. They cover the recent AI congressional hearings, The Culture War's evolution, Twitter under Elon, and much more. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAMLISTEN AND SUBSCRIBE TO "MOMENT OF ZEN"Podcast: https://link.chtbl.com/mozYouTube: https://www.youtube.com/@MomentofZenPodcastMoZ's first episode from Dec '22 featured Marc Andreessen and other guests who have appeared on MoZ include: Balaji Srinivasan, Katherine Boyle, Amjad Masad, Nic Carter, Noah Smith, Michelle Tandler, Byrne Hobart, and more.TIMESTAMPS:(00:00) Introduction to this episode of Moment of Zen(00:48) On what Mike Solana would say to Congress about AI(08:00) Contrasting Zuck, Brian Armstrong, and Sam Altman’s approach to regulation(14:20) Sponsor: Secureframe(16:30) AI doomerism is just marketing for big AI(26:00) Elon’s wins and losses so far as Twitter CEO(38:00) Taylor Lorenz Mythology(40:00) Twitter’s regime change // How the tables have turned. Muahahaha.(50:00) Evolution of polarization(58:00) Silver lining of polarization(1:07:00) Distinguishing Elon’s antics from his philosophy(1:18:00) The right is adopting woke tactics(1:24:00) Social media and depression follow up(1:28:00) Is half of Gen Z non-straight?(1:32:00) Ellen Pao(1:34:30) Is Pirate Wires conservative media? (No)TWITTER:@MOZ_Podcast@micsolana (Mike)@piratewires@eriktorenberg (Erik)@dwr (Dan)@antoniogm (Antonio)Please support our sponsors: Beehiiv | Shopify | NetSuite | Secureframe Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months-Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.-NetSuite: http://netsuite.com/upstream NetSuite provides financial software for all your business needs. More than thirty-six thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you’re looking for an ERP platform -> NetSuite: http://netsuite.com/upstream and defer payments of a FULL NetSuite implementation for six months.-Secureframe https://secureframe.com/Secureframe is the leading all-in-one platform for security and privacy compliance. Get SOC-2 audit ready in weeks, not months. I believe in Secureframe so much that I invested in it, and I recommend it to all my portfolio companies. Sign up for a free demo and mention UPSTREAM during your demo to get 20% off your first year. Secureframe has just released Secureframe Trust, a new product that lets you showcase your organization's security posture to build customer trust.--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Erik sits down with independent analyst Benedict Evans for a wide-ranging discussion of predictions and frameworks spanning the vast realm of technology - where we’ve been, where we’re going, and what really matters. AI scout and podcast host Nathan Labenz (The Cognitive Revolution) joins for the last 20 minutes to deepen the discussion on AI. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAM--RECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriffTIMESTAMPS:(00:00) Episode preview(02:47) Benedict’s annual presentations and frameworks for “the next thing”(08:00) Are Netflix and Tesla tech companies?(13:59) Why hasn’t software ‘eaten’ certain industries and fields?(15:47) Sponsors: Secureframe(19:30) Preconditions for predictions(25:30) Overhyped/underappreciated aspects of Web3 and Crypto(29:25) Blockchain, and Benedict’s prediction for decentralization(35:00) Building the next Twitter(44:33) Predictions for metaverse and VR(50:52) Consumer surplus and business models(52:37) AI predictions(56:22) Opportunities in AI(01:02:58) Bundling and unbundling lens on AI(01:07:35) Future of jobs(01:16:00) Predictions for Benedict’s next presentationLINKS:Presentations: https://www.ben-evans.com/Book recommendation: Reminiscences of a Stock Operator by Edwin Lefèvre https://www.amazon.com/Reminiscences-Stock-Operator-Edwin-Lef%25C3%25A8vre/dp/0471059684#:~:text=First%2520published%2520in%25201923%252C%2520Reminiscences%2520of%2520a%2520Stock%2520Operator%2520is,recommended%2520investment%2520book%2520ever%2520written?&_encoding=UTF8&tag=turpentine-20&linkCode=ur2&linkId=19fa33d3202c6df062385946b9ec3743&camp=1789&creative=9325TWITTER:Erik’s Twitter: @eriktorenbergBenedict’s Twitter:@benedictevansPlease support our sponsors: Beehiiv | Shopify | Secureframe Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months-Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.- Secureframe: https://secureframe.com/Secureframe is the leading all-in-one platform for security and privacy compliance. Get SOC-2 audit ready in weeks, not months. I believe in Secureframe so much that I invested in it, and I recommend it to all my portfolio companies. Sign up for a free demo and mention UPSTREAM during your demo to get 20% off your first year. Secureframe has just released Secureframe Trust, a new product that lets you showcase your organization's security posture to build customer trust.--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Erik sits down with political scientist Samo Burja ( @SamoBurja ) who founded Bismarck Analysis, a consulting firm that analyzes institutions (ranging from governments to companies). Samo is one of the most interesting and wide-ranging thinkers today. In this episode, they discuss the current state and future state of America, China, Russia, Ukraine, energy, the US dollar, AI, and more. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAM--RECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriffTIMESTAMPS:(00:00) Episode preview(03:05) Who’s right: Balaji, Zeihan, or Olson?(07:18) Why China’s prospects aren’t as bad as Zeihan thinks(09:46) What have we learned one year out after Ukraine?(13:12) Future of The U.S. dollar(15:19) Sponsors: Secureframe(17:03) Balaji’s Bet(17:42) Future of America(22:06) Why Brazil hasn’t panned out(26:34) Is AI communist and crypto libertarian(29:37) Evolution of elites(33:40) Comparing Elon and SBF(36:12) Economics of automation and AI(41:28) How intellectual culture has changed(43:39) America exporting Western values(47:42) America and China converging(50:00) Startup cities vs incumbents(52:54) Samo’s consultancy(55:35) Samo’s upcoming research interestsTWITTER:Erik’s Twitter: @eriktorenbergSamo's Twitter: @samoburjaPlease support our sponsors: Beehiiv | Shopify | SecureframeHead to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months -Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.- Secureframe: https://secureframe.com/Secureframe is the leading all-in-one platform for security and privacy compliance. Get SOC-2 audit ready in weeks, not months. I believe in Secureframe so much that I invested in it, and I recommend it to all my portfolio companies. Sign up for a free demo and mention UPSTREAM during your demo to get 20% off your first year. Secureframe has just released Secureframe Trust, a new product that lets you showcase your organization's security posture to build customer trust.--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andrew Yang is a former founder of Venture for America and former candidate for president of the United States. Yang is now focused on introducing a third party to our two-party political system. He sits down with Erik to talk about why politics is broken and how to fix it, the current political landscape gearing into the 2024 elections, an inside look as to what's actually involved in running for president, and reflections on what he would've done differently. We also talk about universal basic income, fixing California, and fixing media polarization. If you’re looking for an ERP platform, check out our sponsor NetSuite: http://netsuite.com/upstream--We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.RECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriffTIMESTAMPS:(00:00) Preview of the episode(03:46) When Andrew Yang realized the two-party system is broken(08:37) How third parties can cure the system(11:09) What’s the relationship between money and laws changing?(16:10) How the “the last election” plays out(16:58) Sponsors: Secureframe(18:54) Andrew Yang’s prediction for 2024(20:58) Introducing competition to one party state California(25:26) Institutionalization of the DNC(27:58) Manufacturing the “presidential quality”(29:12) Andrew Yang on Vivek Ramaswamy(33:05) Self-interest in politics(34:52) How to get more talented people to be in politics(37:39) Andrew Yang’s reflections on his candidacy(40:07) What it’s like to run for president(46:10) Trumpism is not over(47:10) Future of disunity?(49:39) Media environment(52:32) UBI and AISOCIAL LINKS:Erik’s Twitter: @eriktorenbergAndrew’s Twitter: @andrewyangForward Party Twitter: @fwd_PartyPodcast Twitter: @Upstream__PodErik’s Substack: eriktorenberg.substack.comPlease support our sponsors: Beehiiv | Shopify | Secureframe Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months-Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.-Secureframe: https://secureframe.com/Secureframe is the leading all-in-one platform for security and privacy compliance. Get SOC-2 audit ready in weeks, not months. I believe in Secureframe so much that I invested in it, and I recommend it to all my portfolio companies. Sign up for a free demo and mention UPSTREAM during your demo to get 20% off your first year.--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Vivek Ramaswamy is a 2024 Republican presidential candidate who founded biotech company Roivant Sciences, now public. He has written books about what he sees as the excesses of woke capitalism and started an asset management firm called Strive, meant to be a right-wing competitor with BlackRock. With his presidential campaign, Vivek challenges conventional orthodoxy on several core issues, including affirmative action and climate change. Regardless of what you may think about his policies or him, it's worth understanding how he stands to influence our upcoming election and inject his views into the mainstream. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/upstream--RECOMMENDED PODCAST: Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriffTIMESTAMPS: (00:00) Preview of the episode(04:10) When Vivek changed from founder to presidential candidate(11:47) Vivek’s presidential platform: Affirmative action, Climate, Fed, Drug crisis(16:34) Sponsors: Secureframe(17:58) Where Vivek overlaps/differs with Silicon Valley: DEI, Free speech, SVB(25:51) Meritocracy above all else?(32:32) How to remove politics from corporations(40:26) Silicon Valley should empathize more with the rest of the country?(56:56) Defining “woke”(58:14) What’s it like to run a presidential campaignSOCIAL LINKS:Erik’s Twitter: @eriktorenbergVivek’s Twitter: @VivekGRamaswamyPodcast Twitter: @Upstream__PodErik’s Substack: eriktorenberg.substack.comPlease support our sponsors: Beehiiv | Shopify | Secureframe Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months-Shopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg.- Secureframe: https://secureframe.com/Secureframe is the leading all-in-one platform for security and privacy compliance. Get SOC-2 audit ready in weeks, not months. I believe in Secureframe so much that I invested in it, and I recommend it to all my portfolio companies. Sign up for a free demo and mention UPSTREAM during your demo to get 20% off your first year.--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Joe Lonsdale is the founder of Palantir, 8VC, a number of other unicorns he’s incubated, and Cicero Policy Institute. In this episode we focus mostly on his policy, breaking down what are the real problems in healthcare, education, crime/police, homelessness and what are the solutions he recommends to fix them. We talk about how the right is focused on the culture war when fixing accountability will actually be a more effective way to change the culture. We talk about the future for the right, why wealth inequality is the wrong metric to measure, and what it means to believe in America in 2023. This episode was recorded in February 2023. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAM--TIMESTAMPS:(3:10) How Joe Lonsdale maximizes his impact (5:10) The focus of Joe’s public policy org, Cicero(7:58) Why institutional reform is more effective than fighting the culture war (10:11) Misunderstandings about education (12:56) government unions shouldn’t exist(15:02) Misunderstandings about prison reform and crime(18:31) Misunderstandings about homelessness(21:13) Sponsors(26:52) Explaining our healthcare problems(32:53) When to reform vs start new institutions(38:00) What’s the power of a presidency / State reform vs federal reform(40:54) The frontier vs the core(43:40) Draining the swamp(43:50) Wealth inequality (47:20) Equality of opportunity is a myth(49:00) Appreciating billionaires(52:00) Peter Thiel isn’t really focused on politics(54:00) The future of the right(58:42) Why be an American optimistSOCIAL LINKS:Erik’s Twitter: @eriktorenbergJoe’s Twitter: @JTLonsdalePodcast Twitter: @Upstream__PodErik’s Substack: eriktorenberg.substack.comJoe’s Substack: blog.joelonsdale.comPlease support our sponsors: Beehiiv | Shopify | Secureframe Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three monthsShopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. With free Shopify Magic, sell more with less effort by whipping up captivating content that converts – from blog posts to product descriptions using AI. Sign up for $1/month trial period: https://shopify.com/torenberg.- Secureframe: https://secureframe.com/Secureframe is the leading all-in-one platform for security and privacy compliance. Get SOC-2 audit ready in weeks, not months. I believe in Secureframe so much that I invested in it, and I recommend it to all my portfolio companies. Sign up for a free demo and mention UPSTREAM during your demo to get 20% off your first year.--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Sacks is known as a CEO/investor in multiple unicorns, and most recently a media mogul with All-In. In this episode, we trace David’s intellectual and political history from his days fighting student activism at Stanford to now. We cover the political and cultural changes in the last 30 years of silicon valley, how the real distinction today is between the college-educated and the not, and how even though 2⁄3 of the country didn’t go to college, their views are not represented in our institutions today. This episode was recorded in December 2022 but is just as relevant today. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAM--TIMESTAMPS:(00:00) Episode Preview(03:18) How did tech become less free speech oriented?(04:30) Why is PayPal so woke?(09:25) Corporations and governments collaborating to censor(10:30) Tracing political history in Silicon Valley (18:45) College educated vs. not is the biggest difference in US(24:50) Sponsors: Secureframe(27:22) David’s experience with student activism in the 1990s(29:00) David’s evolution on foreign policy (32:15) U.S. Russiaphobia(35:45) Why David supports big-tech regulations(49:00) Is classical liberalism a dead end?(54:00) Elon’s character arc and political journey(01:06:33) Employee entitlement was a bull-market phenomenon(01:11:15) Accountability for elites is the solutionPlease support our sponsors: Beehiiv | Shopify | Secureframe | Mercury Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three monthsShopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. With free Shopify Magic, sell more with less effort by whipping up captivating content that converts – from blog posts to product descriptions using AI. Sign up for $1/month trial period: https://shopify.com/torenberg.- Secureframe: https://secureframe.com/Secureframe is the leading all-in-one platform for security and privacy compliance. Get SOC-2 audit ready in weeks, not months. I believe in Secureframe so much that I invested in it, and I recommend it to all my portfolio companies. Sign up for a free demo and mention UPSTREAM during your demo to get 20% off your first year.- Mercury: https://mercury.com/Now more than ever, startup founders need a safe place to put their cash. Mercury protects your money and also provides the streamlined user experience that great founders expect through partner banks and their sweep networks.Mercury offers up to $5 million in FDIC insurance, which is 20 times the per-bank limit. They also make it easy to invest any cash above the FDIC-insured amount in a money market fund, a hundred thousand startups trust Mercury with their finances. I've been a happy Mercury customer and have found their team incredibly helpful and responsive. Mercury is a financial technology company, not a bank. Banking services are provided by Choice Financial Group and involve bank and trust members FDIC.--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ezra Klein, journalist, political analyst, and podcaster, sits with Erik Torenberg to go deeper into the intellectual movement of supply-side progressivism and what Silicon Valley misses about politics. This conversation was recorded in early February 2023, but is even more relevant today. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAM--TIMESTAMPS:(00:00) Preview of Ezra discussing Elon Musk(02:16) Unpacking supply side liberalism and the abundance agenda(07:55) Contrasting Ezra’s Buildism with Marc Andreessen and Tyler Cowen(12:20) Why we can't build(16:36) Sponsors: Secureframe | Mercury | MarketerHire(18:47) Unions(21:06) Ezra on what Silicon Valley misunderstands about politics(24:15) Abundance agenda is bipartisan, but will polarize(27:05) Ezra on immigration and free trade(31:08) Reinterpreting Ezra’s book Why We’re Polarized in 2023(34:30) Institutional distrust(39:10) Davos elite v. Tech Elite v. Crypto Elite(47:10) What makes Elon right wing?(51:50) Chris Caldwell’s theory of polarization(01:00:15) What the president can actually do(01:07:00) Where he differs from Patrick Collison(01:10:15) Equality of opportunity vs a sufficient floor(01:16:55) Elon and the era of the trickster god(01:20:30) Ezra’s book recommendationPlease support our sponsors: Beehiiv | Shopify | Secureframe | Mercury Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three monthsShopify: https://shopify.com/torenberg for a $1/month trial periodShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. With free Shopify Magic, sell more with less effort by whipping up captivating content that converts – from blog posts to product descriptions using AI. Sign up for $1/month trial period: https://shopify.com/torenberg.- Secureframe: https://secureframe.com/Secureframe is the leading all-in-one platform for security and privacy compliance. Get SOC-2 audit ready in weeks, not months. I believe in Secureframe so much that I invested in it, and I recommend it to all my portfolio companies. Sign up for a free demo and mention UPSTREAM during your demo to get 20% off your first year.- Mercury: https://mercury.com/Now more than ever, startup founders need a safe place to put their cash. Mercury protects your money and also provides the streamlined user experience that great founders expect through partner banks and their sweep networks.Mercury offers up to $5 million in FDIC insurance, which is 20 times the per-bank limit. They also make it easy to invest any cash above the FDIC-insured amount in a money market fund, a hundred thousand startups trust Mercury with their finances. I've been a happy Mercury customer and have found their team incredibly helpful and responsive. Mercury is a financial technology company, not a bank. Banking services are provided by Choice Financial Group and involve bank and trust members FDIC.--This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Balaji Srinivasan, author of The Network State and co-founder of Counsyl, talks to Erik Torenberg about his past and future predictions, the future of the left and right, and why tech will never be able to escape politics. -- TIMESTAMPS: (00:00) Preview of episode (02:30) Why are the scariest words in the English language “Balaji was right” (07:06) When to reform vs start a new institution (09:50) Are ideas weapons? (15:30) You don’t start with a tech company anymore, you start with a tech community (18:58) Internet nationalism (22:06) What "political" means (26:20 ) Activist movements are like “pump and dumps” (29:40) What the sovereign individual misses (41:03) Bitcoin is still the flag of technology (45:38) Democrats will move to the right on immigration (57:20) Tech America vs Woke America (58:00) Why are tech people so woke? (1:03:39) The left will flip on diversity (1:05:00) The left is shifting from wokeism to statism (1:15:17) Bitcoiners will take over the right wing party (1:21:28) Elon Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Marc Andreessen of a16z sits with Erik Torenberg to go deeper into his intellectual and political journey, and his quest to find out how the world works. Upstream with Erik Torenberg is part of the Turpentine podcast network. To learn more: turpentine.co. Check out Shopify: https://shopify.com/torenberg for a $1/month trial period -- TIMESTAMPS: (00:00) Intro (04:25) How much has Marc changed vs the world changed? (07:55) How much do ideas matter? Who drives society — the elite or the masses? (10:56) People respond to interests more than ideas (13:08) Mental models for the left and the right (17:53) The road to hell is paved with good intentions (19:40) Master morality and slave morality (24:20) Unpacking Elon’s quote “Wokeness is the mind-virus” (27:00) Is classical liberalism sustainable and how it leads to wokeness (36:00) James Burnham’s worldview (43:50) How the left captured the institutions (46:20) Elon as the return to entrepreneurial capitalism (49:03) The experiments Elon is running (55:50) The billionaire mindset toward politics (58:30) We live in an oligarchy, not a democracy (01:07:00) Larry Page is the contrarian billionaire (01:08:30) Effective Altruism’s blind spots (01:11:36) Effective altruists think they can play god (01:12:16) SBF’s roll-the-dice philosophy (01:14:23) Aristocratic vs Meritocratic elite (01:22:48) Elites are insulated from the consequences of their policies (01:24:53) Why global governance is a nerd trap (01:28:16) Global governance is anti-diversity (01:31:42) Tech people are politically homeless (01:32:37) Elites can’t be removed, they can only be replaced (01:36:02) Advice for counter-elites (01:49:21) Reasons to be optimistic SOCIAL LINKS: Erik’s Twitter: @eriktorenberg Marc’s Twitter: @pmarca Podcast Twitter: @Upstream__Pod Erik’s Substack: Erik Torenberg Marc’s Substack: Marc Andreessen Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Upstream is where Erik Torenberg interviews the world's most foundational thinkers to map the constellation of ideas that matter across tech, culture, and politics. You'll hear topics here first, and in the mainstream months later.Ask yourself, what’s upstream of what you believe?Interviewed for this season of Upstream: Marc Andreessen, David Sacks, Ezra Klein, Balaji Srinivasan, Katherine Boyle, Joe Lonsdale, and more luminary thinkers who are changing the world. Follow the podcast wherever you listen so you never miss an episode. Email feedback to the show to [email protected]'re hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.