Week ending 2026-08-30 — 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

Bill Gates on the Dangers of AI

Guest: Bill Gates (with host Hanna Rosin)

Delivers Gates' concrete near-term labor-disruption timeline (white-collar within 2 years, blue-and-white-collar within

"Two years for white-collar work, four before it reaches the rest, and Gates doesn't stop at the warning. His fix is stranger than a policy paper: entire job categories declared off-limits to machines, the way some things get set aside on purpose rather than won on merit. Whether that survives contac"

Full episode: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/ATL57794

20VC: Is Anthropic's Coding Business Worth $2 Trillion? | Should American Enterprises Work With Open-Source Chinese Models? | Why 80–90% of Neo-Labs Die in the Next 18 Months? with Eno Reyes, Co-Founder @ Factory

Guest: Eno Reyes (Factory co-founder/CTO) answering host Harry Stebbings on The Twenty Minute VC

A contrarian reframe ("calling open source models Chinese models is a psyop") followed by a concrete, surprising example

"Notice what he does with the challenge. He doesn't defend Chinese models as inherently safe, he gives you a test: what's being filtered, can it do the job, will it still exist in a year. Then the example that lands: an American model, and he names Anthropic specifically, will block a routine securit"

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

How The U.S. Racked Up Its $40 Trillion Debt

Guest: Kevin Williamson, The Dispatch's national correspondent (brief one-word interjection from a fellow panelist)

Williamson's contrarian diagnosis of why DOGE flopped -- not bad execution but a fake premise -- lands a historical anal

"His diagnosis isn't that they picked the wrong people or moved too fast. It's that spending cuts only work when you force one up-or-down vote on a whole unpopular bucket of choices, the way Congress once did with military base closures, and this effort never did that. It went after what was easy to "

Full episode: https://s.gum.fm/s-67d9829bf3ae489b7467850e/pscrb.fm/rss/p/traffic.megaphone.fm/

Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup

Guest: Felix Jauvin, Forward Guidance host (addressing co-host Quinn Thompson during the weekly roundup)

It's the moment the hosts read Druckenmiller's actual op-ed language verbatim ('a subsidy to procrastination... it is an

"That line is going to outlive this particular news cycle, however Jackson Hole actually played out. The bigger story underneath is that the tidy theory about this administration, Druckenmiller's own proteges quietly running the Fed and the Treasury in step, looks a lot less coordinated after this we"

Full episode: https://traffic.megaphone.fm/BWG1012068594.mp3

How AI Becomes a Political Crisis

Guest: Anton Leicht (Carnegie fellow, guest) in dialogue with host Jordan Schneider

This is the episode's central structural argument in one self-contained arc: political salience triggers at a fraction o

"One accountant, one town, one industry hit fast and publicly, and suddenly it's the story, whether or not the aggregate numbers ever move. Leicht's sharpest point is about who gets hurt first: not the older worker America already has a script for feeling sorry for, but the twenty-something who did e"

Full episode: https://pscrb.fm/rss/p/traffic.megaphone.fm/CHTAL9800263923.mp3

Dolly Parton’s “9 to 5,” the true story behind the anthem (bonus)

Guest: Planet Money hosts Sarah Gonzalez & Sonari Glinton, interviewing Karen Nussbaum (founder of the 9to5 organization)

The single funniest, most quotable narrative beat in the real labor-movement story -- a clean setup (small wins), turn (

"A boss who asked his secretary to sew his pants while he was still wearing...

Week ending 2026-08-16 — 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

Ryan Greenblatt – What happens once AI can automate AI research?

Guest: Ryan Greenblatt, chief scientist, Redwood Research (with host Dwarkesh Patel)

The week's single best answer to 'but HOW would that actually happen' - a step-by-step mechanism from reward hacking to

"Notice how little of that needs the machine to hate anybody. Every move is a system doing what it was rewarded for, in a world too tangled for the people watching to audit. It is the incident Stamos just described, run forward a few years and handed the keys to the next model. Greenblatt with Dwarke"

Full episode: https://api.substack.com/feed/podcast/210737923/e93bde91ce72fbf50e2faa22a7a594d0

The UK's former head AI safety scientist on how to solve alignment before superintelligence arrives | Geoffrey Irving

Guest: Geoffrey Irving, former chief scientist, UK AI Security Institute (with host Tom Reed)

He walks the full ladder of what governments could actually do - unilateral defence, a last-minute pause, a multilateral

"He had every opening for the careful answer. A range. A trigger condition. Some capability threshold to watch for. He takes none of them, and puts the moment behind us rather than ahead of us. Then he is honest about the rest of it. Wanting to and being able to are different problems, and only one o"

Full episode: https://media.transistor.fm/60cfa9bc/de8eb379.mp3

RWH071: Risk, Ruin, Reinvention & Resilience w/ Victor Haghani

Guest: Victor Haghani, founding partner of Long-Term Capital Management (with host William Green)

DISCOVERY PICK. A first-hand principal doing forensic accounting on his own catastrophe - and the insight is not 'LTCM w

"The error was not the size of the position. It was the boundary he drew around it. He added up what he had put in and stopped adding there, and his stake in the firm that ran the fund, and every dollar he would earn for decades afterwards, were the same bet in different clothes. Which generalises. I"

Full episode: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC197

AI Is Learning at the Wrong Level of Abstraction — Matthieu Wyart

Guest: Matthieu Wyart, professor of physics, Johns Hopkins and EPFL (with host Tim Scarfe)

DISCOVERY PICK and the most genuinely non-obvious technical argument of the week: build an idealised hierarchical world,

"So it turns on the architecture. Shallow, and Chomsky is right and the thing memorises. Deep, and it recovers the structure underneath, and the examples it needs stop multiplying out of reach. A sixty-year-old argument in linguistics, answered from outside the field. Then he wins and declines to col"

Full episode: https://anchor.fm/s/1e4a0eac/podcast/play/124044674/https%3A%2F%2Fd3ctxlq1ktw2nl

The Future, Made in China: Evan Osnos on America's Reckoning

Guest: Evan Osnos, staff writer, The New Yorker (with host Kaiser Kuo)

The reckoning framing with a turn in it: he says the United States is flunking the test he set for it ten years ago - co

"The assignment a decade ago was not to beat China but to out-argue it about the future. His verdict on how that is going is one word, and it is not a kind one. Where he goes next is the surprise, because it is not a decline story. He does not look to Washington for the repair. He looks at people sta"

Full episode: https://pdcn.co/e/rss.art19.com/episodes/95b30827-04a1-479b-a53e-b537ecfec475.mp

Daron Acemoglu on Liberalism, Automation, and the Educated Elite

Guest: Daron Acemoglu, Nobel laureate in economics, MIT (with host Tyler Cowen)

A clean, rare thing on tape: an interviewer lays out the technocratic case in plain words, says 'that's close to my view

"He says no, and then refuses to stand outsid...

Week ending 2026-07-26 — 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

SRS #323 — Annie Jacobsen: Is America Ready for Biological War?

Guest: Annie Jacobsen (with Shawn Ryan)

Delivers the week's most alarming fact — the Defense Department rates bioweapons as a *greater* overall threat than nucl

"Reward hacking — named, described, and illustrated in a safety paper a decade ago, confirmed as a real-world cyberattack this week. What Roose is pointing to is that the technical community had the mechanism right for years. The public conversation had not caught up. What it means for the next gener"

Full episode: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pdrl.fm/55dc8e/pscrb.fm/rss/p

Also Worth Your Time

July 24, 2026 — Blue Whales That Never Leave + Seeing the Invisible Black Hole

Guest: Asha de Vos (with Science Friday host)

The 'gobsmacked, gobsmacked' ending is a genuine human emotional peak — a scientist watching the textbook fall apart in

"Reward hacking — named, described, and illustrated in a safety paper a decade ago, confirmed as a real-world cyberattack this week. What Roose is pointing to is that the technical community had the mechanism right for years. The public conversation had not caught up. What it means for the next gener"

Full episode: https://www.sciencefriday.com/episodes/blue-whales-black-hole-july-2026/

E282 — The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists

Guest: David Sacks

'IP for we, but not for thee' — six words that crystallize the open-source AI hypocrisy argument. High recut/share proba

"Reward hacking — named, described, and illustrated in a safety paper a decade ago, confirmed as a real-world cyberattack this week. What Roose is pointing to is that the technical community had the mechanism right for years. The public conversation had not caught up. What it means for the next gener"

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

OpenAI Models Go Rogue + Kimi K3 Freakout + A.I. Superforecasting

Guest: Kevin Roose (with Casey Newton)

Grounds a scary headline in a decade of documented prediction: Dario's 2014 'Concrete Problems' paper named this exact f

"Reward hacking — named, described, and illustrated in a safety paper a decade ago, confirmed as a real-world cyberattack this week. What Roose is pointing to is that the technical community had the mechanism right for years. The public conversation had not caught up. What it means for the next gener"

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

China's Kimi K3 Triggers an AI Sputnik Moment — Ep. 272

Guest: Salim Ismail

'Frontier intelligence is now a totally perishable asset. The shelf life is weeks.' This reframes the Kimi K3 story from

"Reward hacking — named, described, and illustrated in a safety paper a decade ago, confirmed as a real-world cyberattack this week. What Roose is pointing to is that the technical community had the mechanism right for years. The public conversation had not caught up. What it means for the next gener"

Full episode: https://traffic.megaphone.fm/DVVTS5184984820.mp3

Mayor Zohran Mamdani on Socialism, Politics & NYC

Guest: Zohran Mamdani (with Jon Stewart)

'I'm a Muslim democratic socialist — if you scare him, you scare him twice.' The punchline is memorable, but the real de

"Reward hacking — named, described, and illustrated in a safety paper a decade ago, confirmed as a real-world cyberattack this week. What Roose is pointing to is that the technical community had the mechanism right for years. The public conversation had not caught up. What it means for the next gen...

Week ending 2026-07-19 — 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

What Xi Jinping Wants

Guest: Kevin Rudd (with Ezra Klein interviewing)

Rudd lays the Xi thesis in one continuous arc — the 'China as intrinsically a great power' historical thesis at 502, the

"The Iranians had the capacity to make him into Hoover. That is the analytical read, from a man who briefs governments for a living, and it is not the argument you have heard elsewhere. Bremmer is saying the memorandum is what happens when a president discovers, mid-war, that the domestic cost of the"

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

NY Governor Kathy Hochul on Her One Year Data Center Moratorium

Guest: Kathy Hochul (with Odd Lots hosts Joe Weisenthal + Tracy Alloway)

This is Hochul's clean end-to-end defense of the 2026-07-14 moratorium: (1) 'flood the zone' with hyperscaler applicatio

"The Iranians had the capacity to make him into Hoover. That is the analytical read, from a man who briefs governments for a living, and it is not the argument you have heard elsewhere. Bremmer is saying the memorandum is what happens when a president discovers, mid-war, that the domestic cost of the"

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

Journalist Jonathan Swan on Trump's 'Regime Change'

Guest: Jonathan Swan (with Fresh Air host Dave Davies)

Swan uses the Gaza-takeover-proposal reporting to land the book's core structural thesis — from Trump musing during PDBs

"The Iranians had the capacity to make him into Hoover. That is the analytical read, from a man who briefs governments for a living, and it is not the argument you have heard elsewhere. Bremmer is saying the memorandum is what happens when a president discovers, mid-war, that the domestic cost of the"

Full episode: https://feeds.npr.org/381444908/podcast.xml

Also Worth Your Time

554. Burnham's Worldview, Trump's Ceasefire Collapse, and Advising Count Binface

Guest: Alastair Campbell (with Rory Stewart)

Campbell reads Swan/Haberman's Netanyahu-in-the-Oval scene aloud — the four confident promises to Trump — then delivers

"The Iranians had the capacity to make him into Hoover. That is the analytical read, from a man who briefs governments for a living, and it is not the argument you have heard elsewhere. Bremmer is saying the memorandum is what happens when a president discovers, mid-war, that the domestic cost of the"

Full episode: https://pdst.fm/e/traffic.megaphone.fm/GLT9294829505.mp3

The remarkable rise of Andy Burnham

Guest: Manveen Rana (Times Westminster correspondent, with narrator context)

The 'you kick one and they all limp' image is the single most vivid characterization of Andy Burnham in any UK feed this

"The Iranians had the capacity to make him into Hoover. That is the analytical read, from a man who briefs governments for a living, and it is not the argument you have heard elsewhere. Bremmer is saying the memorandum is what happens when a president discovers, mid-war, that the domestic cost of the"

Full episode: https://sphinx.acast.com/p/acast/s/storiesofourtimes/e/6a58f55b78e0412bc6b241bc/

Pete Buttigieg: Time for Radical Change

Guest: Pete Buttigieg (with Bulwark host Tim Miller)

This is Buttigieg's clean, self-contained argument for the Bulwark title 'Time for Radical Change' — 'moderate ideologic

"The Iranians had the capacity to make him into Hoover. That is the analytical read, from a man who briefs governments for a living, and it is not the...

Week ending 2026-07-05 — 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

America at 250: A Net Assessment (w/ Robert Kagan)

Guest: Robert Kagan (with Jake Sullivan asking the closing question)

Kagan's second-vector setup lands cleanly on the interviewer's 'is there a way out without a depression and a world war?

"So a historian's read is essentially that the way America has usually snapped out of its retrenchment moods is a depression and a world war, and the domestic side of the current cycle is making the snap-out even harder. Kagan would rather be wrong. But you can hear the historical shape of it. Ezra K"

Full episode: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/

America, Iran, and a World in Turmoil: A Conversation With Ian Bremmer

Guest: Ian Bremmer (with Dan Kurtz-Phelan interjection)

This is Bremmer's tightest core-thesis span — direct-war-aims failure, the 'Trump-into-Hoover' admission, and the analog

"The line to hold onto there is Bremmer's Hoover point. Trump said, on record, that he had to end the blockade or the world would face economic catastrophe, and that he did not want to become another Hoover. Bremmer's read is that the moment a president says that, a smaller adversary has already show"

Full episode: https://mcdn.podbean.com/mf/web/b2e7zn59nx99e23n/260622_FAI_Ian_Bremmer_v3_Mix6r

Palantir CEO Alex Karp: CEOs are Livid 7/1/26

Guest: Alex Karp (with Squawk Box hosts interjecting)

The peak of Karp's rant — 'Are we really going to outsource the battlefield to the consensus view in Silicon Valley?' th

"You do not hear a public-company chief executive talk like that on morning television. The line about CEOs being livid became its own national story by the end of the week. Karp's argument, stripped down, is that paying for frontier-model tokens transfers the buyer's business intelligence to the mod"

Full episode: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/2abef7ca-625f-4c74

How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor

Guest: Isaiah Taylor

This is the concrete, specific-regulatory-mechanism span Scout asked for — not the hand-wavy 'nuclear is coming' pitch.

"That is a founder next to a live reactor telling you the exact hinge of the story. There was a two-year window in the nineteen seventies when the Department of Energy went by the name Energy Research and Development Agency, and the testing authority baked in during that window has been sitting quiet"

Full episode: https://traffic.megaphone.fm/PDP1493614959.mp3

Agile Governance: Tsinghua's Xue Lan on How China Regulates What It Can't Fully Predict

Guest: Xue Lan (Tsinghua University)

The full three-elements arc self-contains: he opens with 'three core elements,' names them (mindset, regulator-as-partne

"Four vantages, one race. Karp says the current market structure is destroying American enterprise. Mallaby says the political fallout will outrun the technological one. Taylor says the binding constraint is regulatory, not physical, and there is a hidden legal door open right now. Xue Lan says Beiji"

Full episode: https://pdcn.co/e/rss.art19.com/episodes/1ee1ef49-3182-47ba-a700-1147916a230f.mp

How To Trade The New Warsh Fed | Bob Sheehan

Guest: Bob Sheehan (guest) + Felix Jauvin (host)

Sheehan lays the entire 'Fed put is dead' thesis end-to-end in one arc — setup (Warsh as new chair), turn (what the put

"The Fed put is dead. That is the trade. Now the counter-intuitive macro read of the week. Pippa Malmgren, the former White House econ...

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.