Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next. Tech is the everything cycle. Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the…↗

Super fun to do this again with @patrick_oshag Randomly ran into Patrick in Palo Alto last Tuesday and recorded this on Wednesday when the AI complex was 35-40%ish off its June highs.↗

New Max Agency with @FactoryAI CTO & Co-Founder @EnoReyes. This was a particularly fun one. Since we're both building harnesses, we nerded out pretty deep. Awesome conversation on why the harness matters more than the model running underneath it, how Factory built Missions, + m…↗

episode 0 of the next token. listen to rhys, sunil, and and i yap about ai and software engineering↗

MAFIA EP 001↗

My conversation with @RickRubin 0:00 Less Is More But Harder 2:00 Def Jam From The Dorm Room 4:00 Capturing Club Energy On Record 6:00 Going Deep On Influences 12:30 Why Reduced By Rick Rubin 14:00 Beatles Structure Meets Rap 16:00 The Ruthless Edit 19:30 Eminem: The Most Obsess…↗

Automation is a lie. CLIs are over. The SaaSpocalypse is dumb. A year ago @danshipper came on the podcast to predict where AI was heading. He was remarkably right—including the call that everyone was sleeping on Claude Code. Dan has a unique lens into where things are going bec…↗

This conversation with @RickRubin is special. Here's a 2 minute preview that I’ve watched 15 times. The episode will be out tomorrow:↗

Krishna Rao is the CFO of Anthropic, and this is his first podcast appearance. He joined the company two years ago when run-rate revenue was about $250M. Today it is $30B. He has helped raise ~$75B and is responsible for the procurement and allocation of compute. I feel lucky w…↗

“What’s your investment approach” is a question that comes up now and then. I think this convo with @jacksondahl is the most true-to-myself answer I could put on the public record (from @DialecticPod)↗

Welcome to the FIRST EPISODE of TBPNN (Theo & Ben Podcast News Network) jkjk we're calling it Nerd Snipe. Available on Youtube, Spotify, and coming to all your favorite podcast networks soon™↗

- YouTube: youtu.be/BRcVDhOkij4 - Spotify: open.spotify.com/episode/0LYFIW… - Apple: podcasts.apple.com/us/podcast/the…↗