Podcasts

Go-to-market engineering done right: why the winners use AI to build an intelligence layer instead of blasting thousands of automated emails.

Intelligence is becoming a commodity and the margin sits in the workflow. What that means for middle-market companies, and why owning your data now matters.

A $200 AI subscription can cost up to $8,000 to serve. The subsidy war, record acquisitions, and why the model is the most commoditized layer.

Inside companies deploying AI, real efficiency gains are closer to 18–25%. Why we’d rather own the companies capturing that than the model makers.

The AI infrastructure trade is running at full mania. We run the valuation math on why we’re short the rally and where the durable opportunity sits when the cycle turns.

Tariffs, inflation, Bitcoin’s divergence from traditional markets and the AI hype cycle: how investors can prepare for a changing world order.

Why the web is built for humans not AI agents, whether MCP becomes the new interface, and where robotics investment is heading.

The gap between the AI agent and crypto communities, open source, how agents are trained, and the current state of agentic systems.

Hamiz Awan and Brad Herman on why traditional consulting is struggling and why the operating partner model moves from advice to action.

Unexpected uses of blockchain, from supply chains to space, the hurdles to adoption, and pairing it with AI.

Blockchain fundamentals and how retail, trade, healthcare and finance use it to improve security, transparency and efficiency.

How AI tools help financial advisors escape outdated systems, compliance load and admin, and get back to clients.

Hamiz and Brad on what keeps a business stable long term: financial discipline, growth strategy and AI’s role in cutting costs.

With Liz of SweetBot: history keeps rewarding those who move first, and what that means for AI and blockchain today.

The return to in-person work, hiring in a changing tech market, and what AI coding tools mean for entry-level roles.

From early tools to AI and blockchain: the inflection points in human progress and why early adopters gain the edge.

The growing pains of scaling a startup: leadership, tough conversations, culture and decisive execution.

Finding contrarian investments, screening talent with AI, and why startups should compete on pace rather than demos.

Apple Intelligence, the Apple and OpenAI partnership, and why privacy and user choice will shape the AI market.

AI meets decentralized data, Ethereum and Bitcoin ETFs, crypto regulation, OpenAI’s and Google’s latest launches, and San Francisco’s struggles.

Robotics and embodied AI, the data problem behind them, and how AI will reshape jobs, production and the creator economy.

What AI agents can really do today: perception, reasoning and action, the memory problem, and why evaluation matters.

NFL offensive tackle Kelvin Beachum on moving into angel investing, his thesis on data infrastructure and fintech, and STEAM education.

The SEC’s approval of Bitcoin ETFs, the Republican primaries, and Javier Milei’s Davos speech on free markets.

Elliot Roth of Deep Science Ventures on building a biomanufacturing startup, founder conflict, and the future of biotech funding.

Eight big themes from 2023, from AI adoption to geopolitics and alternative assets, and what they mean for 2024.

OpenAI’s Dev Day, LLM hallucinations and context windows, the compute race, and an investor’s view of AI startups.

What makes a consumer brand worth investing in, and how AI and blockchain are reshaping consumer technology.

Longevity investing, the ethics of extending life, and whether longevity becomes the next speculative cycle.

With guest Lindsey Mignano: where the defensibility of AI startups really lies, technology versus distribution, and shifts in venture capital.

AI, quantum and blockchain in national defense, why private firms are becoming RIAs, and how defense tech meets venture capital.

How founders, investors and operators should think about restructuring, bankruptcy and M&A, and which companies are still raising capital.

Meta’s Threads launches as a direct challenger to Twitter. How network effects, public controversy and investor confidence shape the battle.

The commingling of assets after the FTX bankruptcy, and whether traditional finance and regulators are reshaping crypto.

Our first episode: separating AI hype from reality, the state of quantum computing, and the FTX versus IRS fight.