Mother's Day Gift Guide, Rorra in WSJ, Morgan Housel, Mehul Nariyawala, Sonya Huang, Stanford Review, Will Quist, Aidan Dewar, George Maloney

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May 9, 2025

Guest

Morgan Housel, a partner at Collaborative Fund, dives into behavioral finance and long-term investing. Sonya Huang from Sequoia Capital shares insights on AI's role in tech investments. Will Quist discusses innovative business models for early-stage tech companies. Aidan Dewar highlights his telehealth platform that connects patients with dietitians, tackling nutrition's impact on chronic conditions. Listeners will also hear about the intriguing challenges of training AI models on gaming GPUs, making advanced technology more accessible.

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INSIGHT

CCP Espionage at Stanford

Stanford Review revealed widespread CCP-driven academic espionage at Stanford, including intelligence gathering by students.
The issue involves vast data collection, especially in top AI and robotics labs, not just undergraduates.

INSIGHT

Silence and Fear at Stanford

Chinese international students face intense pressure and transnational repression if they don't comply with CCP spying.
This creates a culture of silence and fear around discussing espionage at Stanford.

INSIGHT

Retaining Chinese Talent in U.S.

Suggest policies to retain Chinese talent in the U.S. by relocating families to reduce repression risks.
Propose a 10-year stay requirement for sensitive research to prevent technology transfer back to China.

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Zero to One

Notes on Startups, or How to Build the Future

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In 'Zero to One,' Peter Thiel argues that true innovation comes from creating something entirely new, going from 'zero to one,' rather than incrementally improving existing ideas. He emphasizes the importance of vertical progress through technology and the benefits of monopoly in driving innovation. Thiel also discusses the need for long-term planning, the importance of finding the right co-founders, and the power law in startup success. The book challenges conventional wisdom and encourages readers to think critically and aim big to build the future[2][3][5].

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The Art of Spending Money

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Morgan Housel

Morgan Housel's "The Art of Spending Money" delves into the psychology of financial decisions, exploring how our emotions and biases influence our spending habits. The book challenges conventional wisdom about saving and investing, emphasizing the importance of aligning our financial goals with our values and life experiences. Housel uses compelling narratives and real-world examples to illustrate the complexities of money management, offering practical insights for readers of all financial backgrounds. The book encourages readers to develop a more mindful and intentional approach to spending, helping them make choices that enhance their overall well-being. Ultimately, it aims to empower readers to make informed financial decisions that lead to a more fulfilling life.