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The speaker argues that markets are entering a structural regime shift driven by AI, commodities, energy constraints, inflation and a deteriorating credit cycle. · They favor scarce assets and hardware themes, expect continued multiple compression and volatility, and describe selling rallies as the…

Jordi Visser / VisserLabs · 47:29 min · 29 de March de 2026

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Claire Vo describes moving from skepticism about OpenClaw, after an install deleted her family calendar, to relying on a team of specialized agents for family logistics, sales, podcast preparation, and course management. · She recommends setting agents up on a separate machine with carefully grante…

Lenny's Podcast · 1:46:35 min · 29 de March de 2026

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TeraFab Initiative: Elon Musk's Terafab aims to produce one terawatt of AI compute annually, representing a radical shift in global infrastructure and potentially unifying his ecosystem. · Market Disruption & Risk: AI automation is driving a "great reshuffling," threatening traditional business mod…

Peter H. Diamandis · 129:58 min · 27 de March de 2026

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The hosts discuss Anthropic’s rapid product and revenue growth, OpenAI’s strategic choices, and why reported revenue figures may not be directly comparable. · They debate how AI could reshape company valuations, business durability, consumer services, and investment opportunities; Friedberg says he…

All-In Podcast · 1:20:11 min · 27 de March de 2026

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Bryan Johnson describes trying 5-MeO-DMT as part of his longevity work, reporting a profound subjective change and hypothesizing that psychedelics may affect brain aging and psychological flexibility. · He connects that interest to earlier psilocybin observations, while acknowledging that the 5-MeO…

All-In Podcast · 37:57 min · 26 de March de 2026

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Jack Mallers · 2:04:45 min · 24 de March de 2026

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The speakers describe AI as a historic, rapidly accelerating shift, with reasoning agents already changing software work while recursive self-improvement remains unproven. · They discuss constraints and opportunities in computing hardware, electricity, data centers, robotics, and competition with C…

Moonshots / Peter Diamandis · 43:50 min · 24 de March de 2026

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The interviews present AI infrastructure demand as a long-term opportunity, while emphasizing that financing, power, memory, construction, data governance and customer contracts shape how quickly it can grow. · CoreWeave’s CEO describes a GPU cloud business built around long contracts and ring-fenc…

All-In Podcast · 1:37:39 min · 23 de March de 2026

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San Jose Mayor Matt Mahan presents his run for California governor as a bid to make government focus on measurable results, spending accountability, and core concerns such as housing, public safety, schools, and energy costs. · He argues that excessive process, regulation, and influence from organi…

All-In Podcast · 1:17:13 min · 23 de March de 2026

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Lex Fridman interviews Nvidia CEO Jensen Huang about the company’s shift from chip design to co-designed computing systems, the decisions and organizational practices behind CUDA, and his views on AI scaling, agents, and infrastructure. · Huang argues that AI will increase demand for computation an…

Lex Fridman · 2:25:59 min · 23 de March de 2026

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The speaker sees a steady market decline amid weakening credit, rising inflation expectations and rates, little job creation, and limited signs of investor capitulation. · They advise a more volatile, trading-oriented approach while remaining constructive on AI infrastructure and selected commoditi…

Jordi Visser / VisserLabs · 55:05 min · 22 de March de 2026

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Jessica Fain argues that influencing executives is part of product work: understand their goals and context, learn from their expertise, and connect proposals to company and user outcomes. · She recommends tailoring communication, presenting alternatives, following up quickly, building trust throug…

Lenny's Podcast · 1:33:33 min · 22 de March de 2026

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The hosts discuss Nvidia’s GTC announcements and OpenClaw’s rapid adoption, then debate AI’s falling costs, enterprise use, competition among frontier labs, chip supply, robotics, and space-based computing. · They also cover nuclear power, employment and economic change, UHI and UBI, an open-source…

Moonshots / Peter Diamandis · 2:17:03 min · 21 de March de 2026

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Jensen Huang presents Nvidia as an AI infrastructure company spanning GPUs, CPUs, networking, storage, software, and specialized processors, arguing that agentic AI and inference will expand demand and make full systems more valuable than standalone chips. · He forecasts large opportunities in phys…

All-In Podcast · 1:06:06 min · 19 de March de 2026

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John Fetterman says he remains a Democrat but will vote according to his conscience and put country over party. · He strongly supports Israel and the campaign against Iran’s regime, while arguing that the goals and exit path remain questions for others to answer; he also favors a simple voter ID re…

All-In Podcast · 45:27 min · 18 de March de 2026

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Travis Kalanick introduces Atoms, a company built around automating physical industries through manufacturing, real estate and logistics, with food and mining operations and a pending Pronto acquisition. · He argues that specialized physical automation has broad potential, while acknowledging unres…

All-In Podcast · 1:15:56 min · 17 de March de 2026

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Jack Mallers · 1:33:28 min · 16 de March de 2026

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The speaker argues that the oil disruption could keep inflation and rates elevated, adding to risks already visible in financial stocks, private credit, labor markets, and market volatility. · They expect multiple compression despite their view that GDP, earnings, and the AI trade can remain strong…

Jordi Visser / VisserLabs · 50:32 min · 15 de March de 2026

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Jacob Warwick argues that compensation negotiation works best as a collaborative, information-gathering process that starts before an offer. · He recommends understanding the employer’s needs and decision-makers, avoiding early salary anchors, slowing down, and discussing sensitive points by video…

Lenny's Podcast · 1:54:54 min · 15 de March de 2026

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Raoul describes how his upbringing and career shaped his willingness to operate outside his comfort zone, then recounts two impressive macro trades he observed and two of his own mistakes. · He says the strongest trades combine a clear causal view, a suitable instrument and time horizon, discipline…

Real Vision · 1:16:05 min · 14 de March de 2026