Chapters
Transcript
Episode notes
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Introduction
00:00 • 2min
The Negative Feedback Loop in the Market
02:29 • 4min
How to Bet on Stocks That Are Moving in the Opposite Direction
06:27 • 2min
The Negative Selection Question for Investing in Private Companies
08:00 • 3min
The Relationship Between Ideology and Worldview in Open AI Funding
11:28 • 3min
The Struggle to Get Your Product Legal
14:11 • 5min
The Trade-Off Between Aggressive and Passive Approaches to Regulation
18:41 • 2min
The Benefits of Systematic Rule Vending
21:08 • 4min
The Internal Organizational Fights
25:05 • 6min
Coinbase's Mission Focused Company
30:57 • 3min
Sam Altman's Vision of Open AI
33:33 • 3min
Microsoft's Thought Process for Investing in Open AI
36:20 • 4min
Microsoft's $1 Billion Investment in Open AI
39:54 • 2min
The Importance of Documented Understanding of the Finicky Features of Machine Learning Models
41:42 • 5min
The Importance of Intuition in Intelligence
46:30 • 4min
The Importance of Basic Data in AI
50:32 • 5min
The Importance of a Simple Setup in a Complex Problem
55:04 • 4min
The Future of Automation
59:22 • 5min
Sam Altman's Crypto Project World Coin Releases First Consumer Product
01:04:11 • 6min
The Economic Power of Open AI
01:09:45 • 2min
The Duality of Industrialization and the Social Problems
01:12:02 • 5min
The Importance of Charisma in Democracy
01:16:37 • 4min
Machine Learning Funding: The Pros and Cons
01:20:56 • 4min
The Benefits of Using Apps to Target Customers
01:25:05 • 3min
The Most Public Choice Theory
01:27:46 • 2min
The Importance of First Party Data in Privacy
01:29:18 • 3min
Machine Learning Startup Funding: Is It a Recession?
01:32:39 • 4min
The Convenience of Planning for Open AI Discussion
01:36:50 • 4min
The Effect of Market Timing on Bubbles
01:40:39 • 5min
The Most Underrated Article of the 20th Century
01:45:33 • 2min
The Bubbles and Gnosticism
01:47:29 • 3min
The Role of Professionals in Social Media
01:50:21 • 4min
The Value of Being Specialized
01:54:43 • 4min
The Importance of Link Roundups
01:58:53 • 3min
The Difference Between Substack and Legacy Media Link Posts
02:01:52 • 2min
The Power of Sub-Stacks
02:04:05 • 2min
The Bias of Right Wing Media
02:06:04 • 4min
The Unfairness of Libertarianism
02:10:15 • 3min
The Politics of Polarization
02:13:27 • 6min
The Counterintuitive Public Choice Theory
02:19:07 • 2min
The Importance of Gridlock
02:21:04 • 3min
The Effects of State Capacity on COVID
02:24:30 • 5min
The History of State Incompetence and Polarization
02:29:39 • 3min
The Politics of State Capacity
02:32:30 • 2min
The Rise of State Capacity
02:34:09 • 5min
The Importance of Polarization in Public Choice Theory
02:38:57 • 4min
The Politics of Trade Panics
02:42:59 • 4min
The Different Mix of Absolute and Relative Knowledge in Trading
02:46:48 • 4min
The Importance of Timing in Trading
02:50:39 • 4min
The Importance of Intuition Over Rationality
02:54:47 • 2min
The Trade-Off Between Intuition and Rigorousness
02:57:01 • 5min
The Importance of Intuition in Analysis
03:01:39 • 2min
The Importance of Intuition in Decision Making
03:03:23 • 4min
The Importance of Intuition
03:07:28 • 3min
The Power of Intuition
03:10:41 • 2min
The Importance of Chaos in the School System
03:12:43 • 3min
The Importance of Documentation in the Economy
03:16:07 • 3min