Week ending 2026-06-28 — Every featured conversation linked and timestamped below. Click a show name to go to the full episode, or jump directly to the clip.

Featured Conversations

Economic Security Megapod!

Guest: Lt. Col. Jahara Matasek

Core new framing: the mine-to-missile cycle as China's economic leverage; introduces the five-step value chain and the f

"Surge capacity. That is the framework. Peacetime efficiency was the goal of the post-Cold-War economy. Make everything just-in-time. Push the price down. Leave nothing in inventory. Matasek's argument is that the same optimization is what makes the United States brittle in a real crisis. Iran closed"

Full episode: https://pscrb.fm/rss/p/traffic.megaphone.fm/CHTAL6888536958.mp3

Why the Frontier Ecosystem Must Be Open — Matei Zaharia and Reynold Xin (Databricks)

Guest: Matei Zaharia and Reynold Xin (Databricks)

Reynold's core falsifiable claim — multi-party ecosystems at different speeds REQUIRE open protocols by design — paired

"The argument is technical, which is exactly the point. They are not making the open-AI case for ideological reasons. They are saying that when many parties move at different speeds, the only coordination layer that has ever scaled at internet speed is an open protocol. Walmart and its suppliers. A c"

Full episode: https://api.substack.com/feed/podcast/203293676/dd012c693ce8a0df476abdb30707f110

#538 — Lyn Alden: Is The War Really Over and What's Next for Markets?

Guest: Lyn Alden

Identifies the critical gap in AI dominance — not chips but energy infrastructure — and articulates why China's power-ah

"That is the chord. Energy is the bottleneck. China spent a decade building heat and power for heavy industry, and now has the slack to put it under data centers. The United States is trying to build both at once on an accelerating timeline. And the political part is the part to watch. Alden says, al"

Full episode: https://dts.podtrac.com/redirect.mp3/mcdn.podbean.com/mf/web/mabdxq4y6aw89w25/Ma

Own or Be Owned: Why Every Company Needs Its Own AI Model — Yash Patil (Applied Compute)

Guest: Yash Patil

Articulates the core 'own or be owned' thesis with problem setup ('model-less company is sitting on shifting sand'), fal

"That is the founder's argument for a new market category. If the frontier labs can quietly degrade a capability, for any reason at all, companies serious about AI need to own a model of their own. Patil's twist is that he is charitable about why Anthropic does it. He says they sincerely worry about "

Full episode: https://api.substack.com/feed/podcast/202350588/22e461d3043d5335cc7d7979969ddc17

The Iran War Is Ending. Everybody Lost.

Guest: Derek Thompson

Three-minute Thompson monologue delivers the full episode narrative — attack → failure → ironic finale of handing Iran t

"Thompson lands on the deepest irony. Trump withdrew from Obama's nuclear deal in 2018 and called it the worst ever negotiated. The deal he just signed gives Iran something Obama's deal never did. De facto control of a choke point that carries about twenty percent of the world's oil and natural gas. "

Full episode: https://traffic.megaphone.fm/GLT7036760567.mp3

Joanne Paul on Thomas More and the Tudor World

Guest: Joanne Paul

Reframes a well-known historical moment (More's execution) as state-anxiety vs principled refusal, with concrete details

"State anxiety, not conscience. That is the move. We remember Thomas More as the man who chose principle over life. That is true. But Joanne Paul's contribution is the part we have forgotten. The regime that killed him knew exactly how bad the optics were. They scheduled his execution to avoid the fe"

Full episode: https://traffic.libsyn.com/secure/cowenconvos/CWT-281-JoannePaul-Audio-Final.mp3

Week ending 2026-06-21 — Every featured conversation linked and timestamped below. Click a show name to go to the full episode, or jump directly to the clip.

Featured Conversations

World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

Guest: David Sacks

Sacks delivers his firsthand White House readout of the Fable shutdown — the Treasury Secretary calling Dario, Dario ref

"That blog post from Dario, the one trying to sort good jailbreaks from bad ones, became the cleanest evidence the White House had that this wasn't being taken as seriously as Anthropic's own framing had insisted. Sacks calls the letter a reaction, not a policy. But the unspoken half of his argument "

Full episode: https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason

Vice President JD Vance: No One Saw This Coming, The Ceasefire Is Real!

Guest: JD Vance

The sitting US VP walks through the entire Iran ceasefire term sheet on the day it went public — Strait of Hormuz reopen

"The deep bet inside that term sheet is the part to listen for. Iran trades a sanctions regime for a totally different economic relationship, if the inspections actually hold. Vance frames it as a behavior swap, not a one-time deal. And the most interesting tell is the casual venture-capital vocabula"

Full episode: https://pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/1390/claritaspod.com/measure/p.podder

'Hard Fork' Live, Part 3: Differing Visions of an A.I. Future

Guest: Sayash Kapoor and Daniel Kokotajlo

Sayash reframes recursive self-improvement as a 60-year-old process already underway, then both debaters land their prec

"The disagreement is named, and so is the agreement. The moment normal-technology stops being a useful frame is the moment AI can do what a top professional human can do at a computer. Recursive self-improvement, in Kapoor's reading, has been the entire history of computing. Compilers all the way dow"

Full episode: https://dts.podtrac.com/redirect.mp3/pdst.fm/e/pfx.vpixl.com/6qj4J/pscrb.fm/rss/

Jeremy Grantham on How to Tell If a Bubble Is About to Burst

Guest: Jeremy Grantham

Grantham names a single, falsifiable bubble-burst tell — the previous year's high-flyers declining inside a still-rising

"So the question to walk around with this week. What are the previous year's high-flyers, and how are they trading right now? Grantham's whole forensic system points at that one number. The greatest primal scream the market ever makes, in his words. Underneath it sits the famous Chuck Prince line fro"

Full episode: https://podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu

Micron Will Be More Valuable Than Meta | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging — with Aravind Srinivas

Guest: Aravind Srinivas

Continuous setup-turn-payoff laying out two signature theses (power is THE bottleneck, export controls accidentally forc

"Four in ten of the data centers Aravind says the country needs are not getting built. The reason is public resistance. Not capital, not chips. That is the bottleneck under the bottleneck. The kicker is the twenty to thirty percent probability he gives a DeepSeek-style architecture upset. Leaner by d"

Full episode: https://traffic.libsyn.com/secure/thetwentyminutevc/Aravind_Srinivas__Perplexity

This week, five conversations across five corners of the world — and two more worth your time. Everything is linked below; if one becomes your new favorite show, go subscribe and tell them The Grove sent you.

This week's features

1. Putting a Price on the Future — My First Million
   Sam Parr & Shaan Puri work through the SpaceX IPO and land on the cleanest version of the bull case: the whole thing is a bet on becoming the low-cost provider of computing power for the world — "the Saudi Arabia of compute," but in space. Episode: "The most simplified breakdown of the SpaceX IPO on the internet."
2. The Plumbing Under the Boom — Odd Lots
   CoreWeave co-founder Brannin McBee tells Joe Weisenthal & Tracy Alloway what's really bottlenecking the AI buildout — not chips, but "powered shells," transformers, and electricians you can't scale — and why the gap between paper power and billable GPU-hours is the real moat. Episode: "How CoreWeave Sees the Market for Compute Right Now."
3. How It's Actually Built — Invest Like the Best
   Patrick O'Shaughnessy talks with Clay founder Kareem Amin, who explains explosive growth with almost no jargon: pick three things you truly believe, point everything at them — and then "courage." Episode: "Kareem Amin — The Unusual Approach to Company Building."
4. What the System Leaves Behind — Conversations with Tyler
   Historian Katja Hoyer on why East Germans still hold almost none of the country's top jobs decades after reunification — not a conspiracy, but the invisible machinery of careerism: "I didn't even have a concept of networking." Episode: "Katja Hoyer on Weimar, the GDR, and the German Character."
5. Life in the Clouds? — Science Friday
   MIT astrophysicist Sara Seager on why scientists keep asking whether something is alive in Venus's temperate clouds — and the "billion-dollar question" of where you draw the line in chemistry between what nature makes and what only life could. Episode: "Looking for life in the clouds of Venus."

Also worth your time

• Pekingology (CSIS) — what China actually wants from North Korea, and how much leverage it really has.
• The Dwarkesh Podcast — two economists on the strangest question in AI: what stays scarce when intelligence itself becomes cheap.

The Grove is a weekly companion to The Daily Canopy. Produced by a human + AI editorial team; all clips are short, attributed excerpts used to send you to the original shows.