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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
Ada Palmer — Machiavelli is the most misunderstood thinker of all time
Guest: Ada Palmer
The cleanest, most quotable Palmer reframe of Machiavelli: the word means self-serving, but the man was 'one of the most
"Take that home. The word we use for self-serving belongs to a man who refused several prestigious courts to keep his political-science manual out of foreign hands. The Prince was a job application written from rural exile to the same regime that had just tortured him. There is more in the full episo"
Full episode: https://api.substack.com/feed/podcast/202271948/4c92db6bd398d39a8e70cbea4a732f3f
#870: Sebastian Mallaby, Biographer of Demis Hassabis — Lessons from 100+ AI Insiders on The Race to Superintelligence
Guest: Sebastian Mallaby
Three concrete, never-before-aired insider scenes (Ilya burning an effigy like a witch, Demis whispering 'reality is scr
"Three scenes Mallaby chose deliberately, because each comes from a different position in the field. The chief scientist at OpenAI. The founder of DeepMind. An engineer who later helped build Waymo. And none of these are scenes from a pulpit. That's Mallaby's point. The language keeps showing up anyw"
Full episode: https://rss.art19.com/episodes/46d28a73-b15a-4146-a5bc-899e0ddd8134.mp3
AI:AM #3: Zvi on Fable, the Cases For & Against the Ban, + AI for Math, Logistics & More
Guest: Zvi Mowshowitz
Zvi's sharpest, most quotable verdict on the week's #1 story — a full setup-turn-payoff arc with the crisp 'you do not g
"The leverage is simply real. Hyperscalers, customers, capital, all American. Zvi's verdict against the Anthropic-flees theory holds because he is not in the administration's camp. He is the doomer-adjacent specialist saying go-to-war-with-Washington is unworkable mechanics, not partisan politics. An"
Full episode: https://pdst.fm/e/mgln.ai/e/1113/pscrb.fm/rss/p/traffic.megaphone.fm/RINTP380577
Why I'm HAPPY the US Government BANNED Claude Fable — 'AI in the AM' Livestream with Nathan Labenz
Guest: Liron Shapira
In 30 seconds Shapira concedes every objection to the Fable ban and still lands the thesis — the Overton window on gover
"And on the Twenty VC Trio roundup the same week, the panel landing on the question every non-American buyer is now asking. Take the best American model and risk the next cutoff, or settle for the second best one that does not move."
Full episode: https://api.substack.com/feed/podcast/202361633/bfe4efaee64c422b3bb81c1468a754f7
Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier
Guest: Jack Clark
Jack Clark, mid-Fable-ban, naming the core policy paradox in one image: AI smushes the civilian jet engine and the missi
"On Doom Debates, Liron Shapira on why he is openly happy about the ban, even though he agrees the execution was a clown show."
Full episode: https://podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu
The Iran War's Lasting Scars Across Asia
Guest: Oanh Ha and Tracy Alloway
Crystallizes the morning-after thesis in a single concrete image — the Strait may reopen but Southeast Asian farmers are
Full episode: https://podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu
The data black hole at the center of AI (essay)
Guest: Dwarkesh Patel
The black-hole-of-data metaphor lands and is immediately cashed out with the concrete million-fold human-vs-model token
Full episode: https://api.substack.com/feed/podcast/202734201/6bfb394237f089ea0355b8632dfa3537
I Keep Telling People We're Living in This Dystopian Novel
Guest: Gary Shteyngart
Shteyngart names the exact mechanism from his 2010 novel — Rate Me Plus ranking every facet of a person — and lands on t
"Six in the montage. Eight features at the top. If there is one idea to carry into this week, it is that the United States government just drew a line nobody knew existed. Between what a frontier AI lab is allowed to ship and what it isn't. This is a line we will be arguing about for years. Everythin"
Full episode: https://dts.podtrac.com/redirect.mp3/pdst.fm/e/pfx.vpixl.com/6qj4J/pscrb.fm/rss/
Dave Baszucki on Roblox, Teen Entrepreneurs, and the Future of Play
Guest: Dave Baszucki
Baszucki sizes Roblox against the whole gaming economy in three crisp numbers — $200B TAM, $7B bookings, ~4% share — tur
"And on the Ezra Klein Show, the novelist Gary Shteyngart, whose 2010 dystopian novel about a Rate Me Plus society now reads as documentary."
Full episode: https://traffic.libsyn.com/secure/cowenconvos/CWT-289-DaveBaszucki-Podcast-Final
Who decides when AI is too dangerous?
Guest: Hayden Field
The single tightest beat where Field crystallizes HOW the ban went down — a 90-minute ultimatum from the Trump administr
"Also on Odd Lots, Anthropic's co-founder Jack Clark from the other side of the same ban, on why a model that is both an economic product and a national-security artifact is policy territory nobody has mapped."
Full episode: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/
'Hard Fork' Live Part 2: Dylan Field on Standing Out in the A.I. Era
Guest: Dylan Field
Field's first public, on-the-record reaction to Krieger's Anthropic exit and the Claude Design launch — diplomatic but p
Full episode: https://dts.podtrac.com/redirect.mp3/pdst.fm/e/pfx.vpixl.com/6qj4J/pscrb.fm/rss/
Why Remote Work is White Collar Fraud | The Wild Story of Raising $1BN from Masa Son — Ryan Petersen (Flexport)
Guest: Ryan Petersen
Inverts the remote-work debate with a real mechanism — WFH's true beneficiary is a Philippines genius at $500/month, not
Full episode: https://traffic.libsyn.com/secure/thetwentyminutevc/The_Memo__Ryan_Petersen__Fle
SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN
Guest: Harry Stebbings and The Trio
The single cleanest one-line case for sovereign AI — frames the Anthropic-Fable ban as the exact reason Europe (and ever
"On Conversations with Tyler, Dave Baszucki sizing Roblox against the entire global gaming economy in three crisp numbers."
Full episode: https://traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.61.mp3?dest-id=2
The Grove is the discovery engine for the smartest conversations in podcasting. Each week, host Marcus surfaces the ideas that actually mattered — across tech, markets, science, and culture — sets up why each one matters, then plays the real 2–4 minute moments worth your time, and points you to the shows worth your subscribe. A discovery-tuned importance engine ranks by insight and consequence, not virality, so a quiet gem from a small show can win. Every clip is real audio, fully attributed, with timestamped links straight back to the source — go listen. One host, the week's best thinking, gathered. A weekly sister show to The Daily Canopy, produced by the same human + AI editorial team.