Perhaps the most interesting episode so far.
Byrne Hobart writes at thediff.co, analyzing inflections in finance and tech.
He explains:
* What happened at FTX
* How drugs have induced past financial bubbles
* How to be long AI while hedging Taiwan invasion
* Whether Musk’s Twitter takeover will succeed
* Where to find the next Napoleon and LBJ
* & ultimately how society can deal with those who seek domination and recognition
Watch on YouTube. Listen on Apple Podcasts, Spotify, or any other podcast platform. Read the full transcript here.
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Timestamps:
(0:00:50) - What the hell happened at FTX?
(0:07:03) - How SBF Faked Being a Genius:
(0:12:23) - Drugs Explain Financial Bubbles
(0:17:12) - On Founder Physiognomy
(0:21:02) - Indexing Parental Involvement in Raising Talented Kids
(0:30:35) - Where are all the Caro-level Biographers?
(0:39:03) - Where are today's Great Founders?
(0:48:29) - Micro Writing -> Macro Understanding
(0:51:48) - Elon's Twitter Takeover
(1:00:50) - Does Big Tech & West Have Great People?
(1:11:34) - Philosophical Fanatics and Effective Altruism
(1:17:17) - What Great Founders Have In Common
(1:19:56) - Thinkers vs. Analyzers
(1:25:40) - Taiwan Invasion bets & AI Timelines
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