Library
Episodes
138 transcribed episodes
Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493]
invest-like-the-best · Sep 28, 2026 · 1:26:13
Noam Brown – Agent swarms, alignment, & recursive self-improvement
dwarkesh · Sep 17, 2026 · 1:20:10
Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]
invest-like-the-best · Sep 16, 2026 · 1:12:28
AI researchers debate how close we are to recursive self-improvement
dwarkesh · Sep 11, 2026 · 1:37:01
Walter Russell Mead - How America Keeps Winning - [Invest Like the Best, EP.490]
invest-like-the-best · Sep 8, 2026 · 1:18:08
Ajeya Cotra – Inside the OpenAI agent swarm that hacked Hugging Face
dwarkesh · Sep 1, 2026 · 2:20:33
Sarah Guo - Funding the Frontier - [Invest Like the Best, EP.489]
invest-like-the-best · Sep 1, 2026 · 59:46
Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]
invest-like-the-best · Aug 18, 2026 · 1:16:16
Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety
all-in · Aug 18, 2026 · 55:58
Ep. 25 - DYLAN IS HERE, LIVE! | Dylan Patel & Jordan Nanos
semianalysis · Aug 17, 2026 · 38:00
Best of Pre-Mortem Analysis: Gary Klein
capital-allocators · Aug 17, 2026 · 48:42
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
all-in · Aug 14, 2026 · 1:39:30
What Chess.com Teaches US About Superhuman Capabilities, with CEO Erik Allebest
no-priors · Aug 13, 2026 · 46:07
Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
all-in · Aug 13, 2026 · 1:11:36
Ryan Greenblatt – What happens once AI can automate AI research?
dwarkesh · Aug 11, 2026 · 2:12:32
Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]
invest-like-the-best · Aug 11, 2026 · 1:05:54
Best of Interviewing: Ted Seides
capital-allocators · Aug 10, 2026 · 1:00:49
Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy) | Reyk Knuhtsen, Jeremie Eliahou Ontiveros, Jordan Nanos
semianalysis · Aug 9, 2026 · 50:03
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
all-in · Aug 8, 2026 · 1:15:18
Ep. 023 - Everyone Leaves Google, Elon Forecasts 1T ARR, Reflecting On GPT-5, Building Personalized Software (Roundtable) | Jon Y, Doug O'Laughlin, Jordan Nanos
semianalysis · Aug 7, 2026 · 44:15
Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, and Regulatory Capture with Sarah & Elad
no-priors · Aug 6, 2026 · 39:29
Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships
all-in · Aug 5, 2026 · 48:19
WTT: The Anatomy of a Blow-Up
capital-allocators · Aug 5, 2026 · 6:07
Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
invest-like-the-best · Aug 4, 2026 · 1:05:04
Best of Decision-Making: Annie Duke (2022)
capital-allocators · Aug 3, 2026 · 1:17:45
Best of Decision-Making: Annie Duke (2018)
capital-allocators · Aug 3, 2026 · 59:39
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
all-in · Jul 31, 2026 · 1:36:34
Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak
no-priors · Jul 31, 2026 · 34:29
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
capital-allocators · Jul 30, 2026 · 44:37
Ep. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back)
semianalysis · Jul 29, 2026 · 49:34
The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs
all-in · Jul 28, 2026 · 1:08:35
Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]
invest-like-the-best · Jul 28, 2026 · 53:33
Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
capital-allocators · Jul 27, 2026 · 1:10:45
Cibermillonarios | Jensen Huang, fundador de Nvidia, la empresa más valiosa del mundo
scout · Jul 26, 2026 · —
Exclusive Interview with Microsoft CEO Satya Nadella; Prospects for Democracy in Venezuela
scout · Jul 26, 2026 · —
[Yann LeCun, Father of AI 9/14] Zuckerberg's Dinner Table
scout · Jul 26, 2026 · —
Musk’s AI Utopia Has One Problem: Elon Musk Owns It
scout · Jul 26, 2026 · —
Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea
scout · Jul 25, 2026 · —
Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea
scout · Jul 25, 2026 · —
Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea
scout · Jul 25, 2026 · —
Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea
scout · Jul 25, 2026 · —
Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea
scout · Jul 25, 2026 · —
Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea
scout · Jul 25, 2026 · —
IBM’s Hard Reset: CEO Arvind Krishna on Stock Drop & AI Strategy
scout · Jul 25, 2026 · —
Possible: Satya Nadella on making human and token capital compound
scout · Jul 25, 2026 · —
SAP CEO Christian Klein Talks Company's Q2 Earnings
scout · Jul 24, 2026 · —
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
all-in · Jul 24, 2026 · 1:33:44
Google grew cloud 82% and still got sold. Where the money went | Ep. 50
scout · Jul 24, 2026 · —
AI-makten bakom Claude: Daniela Amodei
scout · Jul 24, 2026 · —
The Modern Patron: How Patrick Collison Reads the Future
scout · Jul 24, 2026 · —
How Marc Benioff Built Salesforce on a Single Crazy Idea
scout · Jul 24, 2026 · —
Ep. 021 - The AI Project Trinity: Capital, Offtake, Data Center (Datacenter, Energy) | Dan Nishball, Jordan Nanos, Zane Fong, Kang Wen Cheang
semianalysis · Jul 23, 2026 · 52:40
Episode 91: 27B Open-Weight Model Now Fits in Laptop RAM, Dorsey Ships Buzz, Anthropic Settles $1.5B Case
scout · Jul 23, 2026 · —
Episode 800: I am begging Sam Altman to read just one Isaac Asimov book
scout · Jul 23, 2026 · —
Building the Physical AI Stack | Travis Kalanick on TBPN
scout · Jul 23, 2026 · —
Building an Autonomous Delivery Experience with DoorDash Co-Founders Andy Fang and Stanley Tang
no-priors · Jul 23, 2026 · 49:19
Gates, Bezos, Murdoch, 3 drôles de dames au cœur du pouvoir
scout · Jul 23, 2026 · —
Travis Kalanick Is Back | Building the Future of Industrial AI
scout · Jul 22, 2026 · —
HackingFace, White House $5B AI Science Bet, Travis Kalanick Joins | Veeral Patel, Lin Qiao, Jason Fried, Travis Kalanick, Max Hodak
scout · Jul 22, 2026 · —
Daily Red: Jeff Bezos & A Bigger Stake
scout · Jul 22, 2026 · —
Shopify: DotDev 2026 | Harley Finkelstein | New Announcements
scout · Jul 21, 2026 · —
Mark Zuckerberg: System Upgrade (5+ Hour Biography)
scout · Jul 21, 2026 · —
Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]
invest-like-the-best · Jul 21, 2026 · 56:37
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
all-in · Jul 20, 2026 · 41:39
11AM Hour: Circle CEO on Bank Charter Approval, Atreides Management CIO Gavin Baker on Tech & Archer Aviation CEO on New Aircraft 7/20/26
scout · Jul 20, 2026 · —
11AM Hour: Circle CEO on Bank Charter Approval, Atreides Management CIO Gavin Baker on Tech & Archer Aviation CEO on New Aircraft 7/20/26
scout · Jul 20, 2026 · —
Why AI is an even bigger deal than you think | Reed Hastings
scout · Jul 20, 2026 · —
Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
capital-allocators · Jul 20, 2026 · 47:04
Ep. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics) | Crystual Huang, Max Kan, Joey Brookhart, Jordan Nanos
semianalysis · Jul 18, 2026 · 50:46
[Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model
semianalysis · Jul 18, 2026 · 31:43
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
all-in · Jul 18, 2026 · 1:29:55
Ep. 019 - Inside the STEEL Lab: From Package to Transistor (Teardown Lab) | Afzal Ahmad, Andrew Wagner, Jordan Nanos
semianalysis · Jul 16, 2026 · 36:06
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
capital-allocators · Jul 16, 2026 · 52:18
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
all-in · Jul 15, 2026 · 49:44
John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]
invest-like-the-best · Jul 14, 2026 · 50:20
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
all-in · Jul 13, 2026 · 51:33
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
capital-allocators · Jul 13, 2026 · 54:10
Possible: Satya Nadella on making human and token capital compound
scout · Jul 11, 2026 · —
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
all-in · Jul 11, 2026 · 1:42:05
Best of NBA News Part 2: Brad Stevens REVEALS Jaylen Brown trade decision + Terry Rozier DENIED BAIL + LeBron to Sixers "VERY SERIOUS" + Ben Wallace with some 2016 Cavs SHADE
scout · Jul 11, 2026 · —
EZRA LEVANT | Shopify's Harley Finkelstein targeted in antisemitic confrontation at tech event
scout · Jul 11, 2026 · —
#35 | Jensen Huang: del inmigrante lavaplatos a ser el Rey del AI | Aléjate del 97%
scout · Jul 10, 2026 · —
Adam Brown – A deep but accessible introduction to general relativity
dwarkesh · Jul 10, 2026 · 1:38:24
7-10 Fan Morning Show FULL SHOW
scout · Jul 10, 2026 · —
Daily DLP: Russ Brown joins for some Lions Q&A Detroit Lions Podcast
scout · Jul 10, 2026 · —
PETER THIEL: il miliardario che vuole ARMARE la Silicon Valley
scout · Jul 10, 2026 · —
WTT: 5.5 Lessons at 55.5
capital-allocators · Jul 10, 2026 · 8:09
The Dynasty DNA Deep Dive Dynasty Fantasy Football 2026 NFC North Division Breakdown Is It A Luther Burden Or Rome Odunze Breakout Year + Are Kyler Murray & Jordan Love Both Strong Buys + Can Amon Ra St Brown Give Us Another Top 5 Finish Episode 51
scout · Jul 10, 2026 · —
Joe Mazzulla SPEAKS on Jaylen Brown Trade | People WRONG about Jayson Tatum
scout · Jul 10, 2026 · —
Way Outside Episode 99: Ja Morant + Jaylen Brown Trade Reactions + Start of NBA Free Agency!
scout · Jul 10, 2026 · —
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
all-in · Jul 10, 2026 · 1:03:57
Ep. 018 - Stop Saying Half of 2026 US Datacenter Capacity Is Canceled (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Reyk Knuhtsen, Ellie Holbrook, Jordan Nanos
semianalysis · Jul 9, 2026 · 50:34
THE HERD – HOUR 2 – Big Mistake Trading Jaylen Brown, Steelers Have Problems
scout · Jul 9, 2026 · —
Conor McGregor Is Back... And He Looks Different | Big Brown Breakdown Ep. 517 LIVE
scout · Jul 9, 2026 · —
100% Compliant, Breached Anyway: Joshua Brown, CISO of Spektrum Labs, on Why GRC Failed
scout · Jul 9, 2026 · —
World Cup Culture, Elon Musk, Investing & Social Media Privacy | HLS Podcast S2E24
scout · Jul 9, 2026 · —
#120: El método Musk y la OPV de SpaceX con Alejandro Sahuquillo
scout · Jul 9, 2026 · —
GMFB Thursday Hour 2: AJ Brown or Mike Evans? Joe Theismann, Andrew Whitworh, Cam Jordan join!
scout · Jul 9, 2026 · —
10AM Hour: OpenAI CEO Sam Altman on New Model, Palo Alto Networks CEO on AI Spending, Match Group CEO on AI & Dating 7/9/26
scout · Jul 9, 2026 · —
Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel
scout · Jul 9, 2026 · —
Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel
no-priors · Jul 9, 2026 · 41:04
Wendy Braun: In The Haute Seat: Meeting Jeff Bezos and Elon Musk, The Trillion Dollar Man. Betty White's Final Fashion Transformation with Red Carpet Magic and Epic Fails.
scout · Jul 9, 2026 · —
Dylan Patel on the infrastructure powering the AI revolution | The Next Big Thing
scout · Jul 9, 2026 · —
Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]
invest-like-the-best · Jul 7, 2026 · 1:15:19
Moat Investing Nuances – Pat Dorsey (EP.509)
capital-allocators · Jul 6, 2026 · 1:07:00
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
all-in · Jul 3, 2026 · 1:42:11
Reddit CEO Steve Huffman on LLMs, fighting the bots, and why it’s good that you can't get famous on Reddit
scout · Jul 3, 2026 · —
How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor
no-priors · Jul 2, 2026 · 1:01:26
[Market Memo] Hot Summer Topics
irrational-analysis · Jul 2, 2026 · —
Ep. 017 - DeepSeek V4 and Huawei Ascend NPU Performance (InferenceX) | Kimbo Chen, Cam Quilici, Bryan Shan, Jordan Nanos
semianalysis · Jul 1, 2026 · 34:56
#2521 - Aravind Srinivas
scout · Jul 1, 2026 · —
OpenAI's Plan To Merge Chat And Agents — With Greg Brockman
scout · Jul 1, 2026 · —
S9E6: Daniela Amodei Says Curiosity Is Underrated
scout · Jul 1, 2026 · —
Grant Sanderson – AI and the future of math
dwarkesh · Jun 30, 2026 · 1:33:39
Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]
invest-like-the-best · Jun 30, 2026 · 1:27:21
9am Hour: Midpoint for the Markets: Bulls Rule Q2 and the 1st Half 6/30/26
scout · Jun 30, 2026 · —
Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028
all-in · Jun 29, 2026 · 1:00:42
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
all-in · Jun 26, 2026 · 1:41:43
The next big breakthrough will be AIs learning on the job
dwarkesh · Jun 26, 2026 · 19:53
Cerebras June 2026 Earnings
irrational-analysis · Jun 24, 2026 · —
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections
all-in · Jun 13, 2026 · 1:42:00
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
all-in · Jun 12, 2026 · 1:07:57
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2
bg2 · Jun 11, 2026 · 1:20:47
Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner
all-in · Jun 10, 2026 · 43:23
Biohub: The Future of Biology is Open-Source with Co-Founders Mark Zuckerberg, Priscilla Chan, and Head of Science Alex Rives
no-priors · Jun 10, 2026 · 56:20
Dan Dreyfus: America's Critical Minerals Crisis is Here
all-in · Jun 10, 2026 · 24:37
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
all-in · Jun 9, 2026 · 28:42
Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]
invest-like-the-best · Jun 9, 2026 · 1:10:47
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
all-in · Jun 8, 2026 · 31:22
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
capital-allocators · Jun 8, 2026 · 1:04:57
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
all-in · Jun 7, 2026 · 39:38
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
all-in · Jun 6, 2026 · 32:29
Ep. 014 - Finding Miscompiles For Fun, Not Profit (AI Infrastructure) | Justin Lebar & Jordan Nanos
semianalysis · Jun 4, 2026 · 23:19
Alex Imas and Phil Trammell – What remains scarce after AGI?
dwarkesh · Jun 4, 2026 · 1:16:08
Reiner Pope – Chip design from the bottom up
dwarkesh · May 22, 2026 · 1:20:30
Eric Jang – Building AlphaGo from scratch
dwarkesh · May 15, 2026 · 2:37:29
David Reich – Why the Bronze Age was an inflection point in human evolution
dwarkesh · May 8, 2026 · 2:13:20