All posts
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Inside Anthropic, the $965 Billion AI Juggernaut: Dario and Daniela Amodei on Claude, Claude Code, and the AI Arms Race
In this episode of The Circuit, Bloomberg goes inside Anthropic, the AI lab that started as an underdog and is now valued at nearly a trillion dollars. The…
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The AI Layoff Trap: Why Competing Firms Over-Automate, Destroy Their Own Customers, and How a Pigouvian Automation Tax Could Break the Arms Race
A new economics paper called The AI Layoff Trap, by Brett Hemenway Falk of the University of Pennsylvania and Gerry Tsoukalas of Boston University, makes an argument that…
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Claude Fable 5 and Claude Mythos 5: Anthropic Ships Its First Generally Available Mythos-Class AI Model With New Safeguards
Anthropic has launched Claude Fable 5 and Claude Mythos 5, the first Mythos-class models offered beyond a tiny circle of cyber defenders. Fable 5 is the generally available…
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Whale Rock Capital Founder Alex Sacerdote on S-Curve Investing, Why Anthropic Is His Highest Conviction Bet, and the Decommoditization of AI Hardware
Alex Sacerdote built Whale Rock Capital into one of the most respected technology hedge funds in the world by treating markets through a single disciplined lens: the technology…
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Elon Musk Announces SpaceX AI Satellites, Starship Mass to Orbit, and a Moon Mass Driver to Climb the Kardashev Scale
Elon Musk sat down with the SpaceX Starlink team for a wide ranging update that connects every recent SpaceX move into one thesis: harness far more of the…
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Thomas Laffont of Coatue on the $4 Trillion AI IPO Wave: SpaceX, Anthropic, OpenAI, and Why the New Unicorn Economy Is Healthier
Thomas Laffont, co-founder of the $55 billion hedge fund Coatue Management, made his All-In Podcast premiere with a data-dense walk through what he calls a once-in-a-generation moment for…
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Why Trees Fell Over in Biosphere 2: How Wind, Stress Wood, and Thigmomorphogenesis Build Tree Strength and Human Resilience
In the early 1990s, scientists running one of the most ambitious ecological experiments ever attempted noticed something strange. Inside Biosphere 2, a giant sealed glass structure in the…
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Paul Graham and Jessica Livingston on Resilience at Y Combinator: Founder Mode, Cockroaches, Sticking to Your North Star, and Why AI and Climate Keep Them Up at Night
For the very first episode of Disaster Proof, the conversation goes to a garage in Palo Alto to sit down with Paul Graham and Jessica Livingston, the founders…
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Bill Ackman on Investment Strategy, What the Market Is Missing, and How AI Breaks Businesses
Bill Ackman, founder and CEO of Pershing Square, joined the All-In Podcast for a conversation about how his investment approach has shifted toward permanent, long-term ownership, why he…
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Uber CEO Dara Khosrowshahi on AI, Autonomous Vehicles, Robotaxis, Drones, and the Future of Transportation
Uber CEO Dara Khosrowshahi sat down with Patrick O’Shaughnessy on the Invest Like the Best podcast for a long, candid conversation about the forces remaking transportation. There is…
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The AI Industrial Revolution: Naval, Guillermo Rauch, Blake Scholl, and Max Hodak on Software Factories, Vibe Coding Hardware, AI Regulation, Healthcare Economics, and What Humans Can Uniquely Do
This is the full episode of Naval Ravikant’s conversation with three frontier founders: Guillermo Rauch of Vercel, Blake Scholl of Boom Supersonic, and Max Hodak of Science. The…
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Tim Ferriss, Chris Williamson, and George Mack Go Down the Rabbit Hole: Japanese Immersion, Memory and Forgetting, Brain Stimulation, AI Interfaces, and the Search for Meaning
This is the third installment of the freewheeling “Rabbit Hole” roundtable from Chris Williamson’s Modern Wisdom, and the cast is stacked: Tim Ferriss, writer George Mack, and the…