
Theo Jaffee Podcast
Deep conversations with brilliant people.
Latest episodes

May 12, 2025 • 1h 47min
Luke Drago - AGI, The Intelligence Curse, and Hip-Hop
Luke Drago is the co-author of The Intelligence Curse and previously researched AI governance and economics at BlueDot Impact, served on the leadership team at Encode, and studied history and politics at Oxford.0:00 - Intro0:54 - Overview of the intelligence curse2:10 - Why are the doomers wrong?4:37 - Why are the optimists wrong?7:00 - Do people really have power now?13:33 - Why would powerful people’s values change?18:31 - Why do we take care of dependents?21:43 - Why should we want democracy in an AI future?24:23 - Why fear rentier states?32:45 - What powerful people should do right now39:33 - Diffusion time and bottlenecks44:20 - Why should we care if China achieves AGI first?46:25 - The jagged frontier49:16 - Why AGI society could be static51:10 - Restricting AI rights56:34 - What should we be excited for?59:28 - Music1:30:41 - Building God1:32:46 - More musicThe Intelligence Curse: https://intelligence-curse.ai/Luke’s Twitter: https://x.com/luke_drago_Luke’s Substack: https://lukedrago.substack.com/Luke’s top 10 albums:- A Fever You Can't Sweat Out by Panic! at the Disco (2005)- Channel Orange by Frank Ocean (2012)- Random Access Memories by Daft Punk (2013)- Yeezus by Kanye West (2013)- DAMN. by Kendrick Lamar (2017)- DAYTONA by Pusha T (2018)- IGOR by Tyler, the Creator (2019)- I Didn't Mean to Haunt You by Quadeca (2022)- College Park by Logic (2023)- Atavista by Childish Gambino (2024)More EpisodesYouTube: https://tinyurl.com/57jr42wkSpotify: https://tinyurl.com/mrxkkhb4Apple Podcasts: https://tinyurl.com/yck8pnmfMy Twitter: https://x.com/theojaffeeMy Substack: https://www.theojaffee.com

Apr 30, 2025 • 2h 51min
Alok Singh - AI, Math, Philosophy, and Erewhon
Alok Singh researches provable AI safety via formal verification using Lean at Max Tegmark’s Beneficial AI Foundation, and writes about mathematics at alok.github.io.0:00 - Intro1:12 - Typing8:45 - Elon’s demo day22:42 - Animation, discrete vs continuous29:04 - Number systems35:26 - Nonstandard analysis43:04 - Reasoning models and o350:45 - Fiction55:48 - o1 and Linguistics58:50 - Hyperfinite sets1:11:58 - AI for math1:16:01 - The field with one element1:23:17 - Lean1:31:53 - Lean for formally verifying superintelligence1:36:03 - Ayn Rand1:47:46 - Erewhon1:57:56 - Proto-Indo-European2:03:18 - More Erewhon2:14:41 - Butler and Kaczynski2:50:19 - OutroAlok’s Website: https://alok.github.io/Alok’s Twitter: https://x.com/TheRevAlokSinghBeneficial AI Foundation: http://beneficialaifoundation.org/Lean: https://lean-lang.org/Transcript: https://www.theojaffee.com/p/podcast-alok-singhMore EpisodesYouTube: https://tinyurl.com/57jr42wkSpotify: https://tinyurl.com/mrxkkhb4Apple Podcasts: https://tinyurl.com/yck8pnmfMy Twitter: https://x.com/theojaffeeMy Substack: https://www.theojaffee.com

Sep 22, 2024 • 1h 7min
#19: Samo Burja - Superintelligence and History, Ideology, and 21st Century Philosophy
Samo Burja is a writer, historian, and political scientist, the founder of civilizational consulting firm Bismarck Analysis, and the editor-in-chief of governance futurism magazine Palladium.
Chapters
0:00 - Intro
1:06 - Implications of OpenAI o1
10:21 - Implications of superintelligence on history
35:06 - Palladium, Chinese technocracy, ideology, and media
1:00:44 - Best ideas, philosophers, and works of the past 20-30 years
Links
Samo’s Website: https://samoburja.com/
Bismarck Analysis: https://www.bismarckanalysis.com/
Palladium: https://www.palladiummag.com/
Bismarck’s Twitter: https://x.com/bismarckanlys
Palladium’s Twitter: https://x.com/palladiummag
Samo’s Twitter: https://x.com/samoburja
Transcript: https://www.theojaffee.com/p/19-samo-burja
More Episodes
YouTube: https://tinyurl.com/57jr42wk
Spotify: https://tinyurl.com/mrxkkhb4
Apple Podcasts: https://tinyurl.com/yck8pnmf
My Twitter: https://x.com/theojaffee
My Substack: https://www.theojaffee.com

Jul 11, 2024 • 1h 3min
#18: Alec Stapp - The Institute for Progress, American Dynamism, and Fixing Governance
Alec Stapp is the co-founder and co-CEO of the Institute for Progress, a non-profit think tank dedicated to accelerating scientific, technological, and industrial progress.
Chapters
0:00 - Intro
1:13 - Why can’t smart people fix the Bay Area?
3:38 - How to get normal people on board with IFP
10:23 - How to get smart people into governance
15:55 - How IFP chose its priorities
21:56 - How will IFP avoid mission creep?
24:17 - How important is academia today?
26:03 - Would Alec press a button to fully open borders?
29:45 - How prepared are we for another pandemic?
33:16 - Why don’t easy wins happen?
36:17 - Is Biden’s spending good?
40:51 - How important is the repeal of Chevron deference?
43:23 - Are land value taxes good?
45:01 - “The Project” for AGI and AI Alignment
48:19 - Is globalism dying?
50:32 - Overrated or Underrated?
59:28 - The most overrated issue
1:00:26 - The most underrated issue
Links
Institute for Progress: ifp.org
“Progress Is A Policy Choice” founding essay by Alec Stapp and Caleb Watney: https://ifp.org/progress-is-a-policy-choice/
“How to Reuse the Operation Warp Speed Model” by Arielle D’Souza: https://ifp.org/how-to-reuse-the-operation-warp-speed-model/
“How to Be a Policy Entrepreneur in the American Vetocracy” by Alec Stapp: https://ifp.org/how-to-be-a-policy-entrepreneur-in-the-american-vetocracy/
“To Speed Up Scientific Progress, We Need to Understand Science Policy”: https://ifp.org/to-speed-up-scientific-progress-we-need-to-understand-science-policy/
“But Seriously, How Do We Make an Entrepreneurial State?” by Caleb Watney: https://ifp.org/how-do-we-make-an-entrepreneurial-state/
Construction Physics newsletter by Brian Potter: https://constructionphysics.substack.com/
Macroscience newsletter by Tim Hwang: https://www.macroscience.org/
Statecraft newsletter by Santi Ruiz: https://www.statecraft.pub/
IFP’s Twitter: x.com/IFP
Alec’s Twitter: x.com/AlecStapp
Transcript: https://www.theojaffee.com/p/18-alec-stapp
More Episodes
YouTube: https://tinyurl.com/57jr42wk
Spotify: https://tinyurl.com/mrxkkhb4
Apple Podcasts: https://tinyurl.com/yck8pnmf
My Twitter: https://x.com/theojaffee
My Substack: https://www.theojaffee.com

Jun 25, 2024 • 1h
#17: Casey Handmer - Terraform, solar, space, Hyperloop, and how to think
Casey Handmer is the founder and CEO of Terraform Industries and a physicist, immigrant, pilot, dad, solar enthusiast, Caltech physics PhD and former Hyperloop One levitation engineer and NASA JPL software system architect.
0:00 - Intro
1:40 - Why don’t other people do what Terraform does?
2:51 - Why is solar better than nuclear fusion?
5:27 - Could carbon emissions actually be good?
8:38 - Why isn’t anyone stopping global warming with sulfur?
13:20 - Can America build something like Terraform?
20:53 - Solar and nuclear
23:10 - Why not terraform Venus instead of Mars?
30:47 - Why did Casey work at NASA instead of SpaceX?
37:18 - Why is Elon the only person with multiple huge companies?
39:59 - Why didn’t the Hyperloop work?
42:26 - Tile the desert with solar
46:03 - How does solar change geopolitics?
48:30 - How does Casey manage his time?
53:24 - How do you develop first principles thinking?
56:28 - Favorite place Casey has traveled to
59:21 - Outro
Casey’s Blog: https://caseyhandmer.wordpress.com/
- You Should Be Working On Hardware: https://caseyhandmer.wordpress.com/2023/08/25/you-should-be-working-on-hardware/
- The solar industrial revolution is the biggest investment opportunity in history: https://caseyhandmer.wordpress.com/2024/05/22/the-solar-industrial-revolution-is-the-biggest-investment-opportunity-in-history/
- Future of Energy Reading List: https://caseyhandmer.wordpress.com/2023/10/19/future-of-energy-reading-list/
- Elon Musk Is Not Understood: https://caseyhandmer.wordpress.com/2024/01/02/elon-musk-is-not-understood/
- Why High Speed Rail Hasn’t Caught On: https://caseyhandmer.wordpress.com/2022/10/11/why-high-speed-rail-hasnt-caught-on/
Casey’s Website: http://caseyhandmer.com/
Casey’s Twitter: https://x.com/cjhandmer
Terraform Industries: https://terraformindustries.com/
Terraform Blog: https://terraformindustries.wordpress.com/
- Scaling Carbon Capture: https://terraformindustries.wordpress.com/2022/07/24/scaling-carbon-capture/
- Terraform Industries Whitepaper: https://terraformindustries.wordpress.com/2022/07/24/terraform-industries-whitepaper/
- Terraform Industries Whitepaper 2.0: https://terraformindustries.wordpress.com/2023/01/09/terraform-industries-whitepaper-2-0/
- Permitting Reform or Death: https://terraformindustries.wordpress.com/2023/11/10/permitting-reform-or-death/
Transcript: https://www.theojaffee.com/p/17-casey-handmer
More Episodes
YouTube: https://tinyurl.com/57jr42wk
Spotify: https://tinyurl.com/mrxkkhb4
Apple Podcasts: https://tinyurl.com/yck8pnmf
My Twitter: https://x.com/theojaffee
My Substack: https://www.theojaffee.com

7 snips
Jun 13, 2024 • 1h 23min
#16: Stephen Grugett and Austin Chen - Manifold, Manifund, Manifest, prediction markets, and EA
Stephen Grugett and Austin Chen are co-founders of Manifold Markets, an online play-money prediction market and competitive forecasting platform. Stephen currently serves on the company’s management, while Austin recently stepped down to start Manifund, a unique, open-source grant program. This video is not sponsored in any way by Manifold, Manifund, or Manifest - I just think they’re cool.
Chapters
0:00 - Intro
Part 1: Stephen Grugett
1:20 - Are prediction markets actually bad?
4:11 - Would Manifold use real money if allowed?
5:24 - How Manifold would use real money if allowed
6:08 - Would Manifold use crypto if allowed?
7:17 - Can you ever get long-term returns from prediction markets?
10:01 - Would subsidies ruin markets?
11:23 - Why Manifold beat real money on predicting the 2022 elections
16:00 - Would Stephen implement futarchy?
19:54 - Manifold Love
23:22 - Bet on Love
26:21 - Why Manifold is miscalibrated
29:06 - Insider trading and market manipulation
31:42 - Is it easier to make money on prediction markets or normal markets?
32:37 - Good prediction market UI
34:35 - Why should people trust market creators?
35:34 - Derivatives on prediction markets
37:20 - Stephen’s ginseng adventures
40:55 - Audience Q: why don’t Americans consume American ginseng?
41:35 - Audience Q: cancel culture and Richard Hanania
45:50 - Audience Q: why aren’t there more institutional investors in prediction markets?
47:33 - Audience Q: can journalists help resolve markets?
49:45 - Audience Q: is there any role for sweepstakes other than regulatory arbitrage?
Part 2: Austin Chen
51:14 - Are prediction markets insufficiently powerful?
54:22 - What prediction markets can do if not futarchy
55:36 - How Manifund was designed
59:35 - How Manifund chooses regrantors
1:00:49 - Why donate to Manifund?
1:03:09 - Does Dustin Moskovitz have too much power over EA?
1:04:29 - What Manifund would do differently with more money
1:05:52 - How Manifest gets so many interesting people
1:09:10 - How much did SBF’s fall damage EA?
1:10:04 - OpenAI
1:11:54 - Is this decade more important than other decades?
1:13:01 - Why aren’t more philanthropic organizations open?
1:15:35 - Manifund’s best projects
1:17:25 - How short AGI timelines would affect Manifund
1:19:21 - Audience Q: how Manifold ships fast
1:22:11 - Outro
Links
Manifold: https://manifold.markets
Manifund: https://manifund.com
Manifest: https://www.manifest.is
Manifold’s Twitter: https://x.com/manifoldmarkets
Manifund’s Twitter: https://x.com/manifund
Austin’s Twitter: https://x.com/akrolsmir
Transcript: https://www.theojaffee.com/p/16-stephen-grugett-and-austin-chen
More Episodes
YouTube: https://tinyurl.com/57jr42wk
Spotify: https://tinyurl.com/mrxkkhb4
Apple Podcasts: https://tinyurl.com/yck8pnmf
My Twitter: https://x.com/theojaffee
My Substack: https://www.theojaffee.com

May 14, 2024 • 1h 45min
#15: Perry Metzger - Extropians, Nanotech, AI Optimism, and the Alliance for the Future
Perry Metzger is an entrepreneur, technology manager, consultant, computer scientist, early proponent of extropianism and futurism, and co-founder and chairman of the Alliance for the Future.
0:00 - Intro
0:47 - How Perry got into extropianism
7:04 - Is extropianism the same as e/acc?
9:38 - Why extropianism died out
12:59 - Eliezer Yudkowsky
17:19 - Perry and Eliezer’s Twitter beef
19:46 - TESCREAL, Baptists and bootleggers
22:34 - Why Eliezer became a doomer
28:39 - Is singularitarianism eschatology?
37:51 - Will nanotech kill us?
45:51 - What if the offense-defense balance favors offense?
53:03 - Instrumental convergence and agency
1:05:35 - How Alliance for the Future was founded
1:12:08 - Decels
1:15:52 - China
1:25:52 - Why a nonprofit lobbying firm?
1:28:36 - How to convince legislators
1:32:20 - Can the government do anything good on AI?
1:39:09 - The future of Alliance for the Future
1:44:22 - Outro
Perry’s Twitter: https://x.com/perrymetzger
AFTF’s Twitter: https://x.com/aftfuture
AFTF’s Manifesto: https://www.affuture.org/manifesto/
An Archaeological Dig Through The Extropian Archives: https://mtabarrok.com/extropia-archaeology
Alliance for the Future: https://www.affuture.org/
Donate to AFTF: affuture.org/donate
Sci-Fi Short Film “Slaughterbots”: https://www.youtube.com/watch?v=O-2tpwW0kmU
Transcript: https://www.theojaffee.com/p/15-perry-metzger
More Episodes
YouTube: https://tinyurl.com/57jr42wk
Spotify: https://tinyurl.com/mrxkkhb4
Apple Podcasts: https://tinyurl.com/yck8pnmf
My Twitter: https://x.com/theojaffee
My Substack: https://www.theojaffee.com

Apr 27, 2024 • 2h 4min
#14: Robin Hanson - Cultural Drift, Ems, Elephants, Institutions, and The Future
Robin Hanson is a professor of economics at George Mason University, the author of The Age of Em and The Elephant in the Brain, the writer of the blog Overcoming Bias, and one of the most interesting polymaths alive today.
0:00 - Intro
1:24 - Mathematical models and grabby aliens
9:11 - Will we run out of value in the future?12:23 - Kurzweil’s Law of Accelerating Returns
14:29 - Posadism
17:53 - Moral progress and Whig history
20:29 - Will there be a trad resurgence?
23:00 - Will Israel’s ultra-Orthodox problem globalize?
25:39 - Why will fertility rate keep dropping?
30:14 - Is declining fertility solvable technologically?
32:20 - What is wokeness? Has it peaked?
35:02 - Will virtualization make society more multicultural?
39:30 - How do institutions coordinate so well?
42:50 - Will ems care about death?
46:16 - Personal identity and death
49:30 - How much of Age of Em is applicable to LLMs?
51:09 - Why we shouldn’t worry about AI risk
55:40 - What if people don’t see AIs as their descendants?
1:00:41 - Other future tech deep dives
1:02:43 - Our very long-run descendants
1:06:08 - Time and risk preferences
1:08:34 - Wouldn’t ems be selected for docility?
1:11:24 - How Robin got involved in rationalism
1:13:22 - Girls getting the “ick”
1:16:56 - Have humans evolved since forager times?
1:18:28 - Cultural evolution
1:20:30 - Culture and prestige
1:22:49 - Why medicine in the US is bad
1:25:54 - Is academia the best truth-seeking institution in society?
1:28:52 - Peer review
1:31:13 - Which institutions are actually good?
1:32:33 - Why universities are all the same
1:37:40 - Bitcoin and speculation
1:46:44 - Demarchy
1:50:03 - Futarchy
1:53:56 - Applying prediction markets to dating apps
1:57:38 - The broadest thinkers and books in the world
2:00:59 - How Robin balances his many interests
2:01:58 - Teaching
2:03:12 - Outro
Robin’s Homepage: https://mason.gmu.edu/~rhanson/home.html
Overcoming Bias: https://www.overcomingbias.com/
Robin’s Twitter: https://twitter.com/robinhansonGrabby Aliens: https://grabbyaliens.com/
Age of Em: https://archive.is/LMrr9The Elephant in the Brain: https://www.elephantinthebrain.com/
Beware Cultural Drift: https://quillette.com/2024/04/11/beware-cultural-drift/
More Episodes
Playlist: https://www.youtube.com/watch?v=sdJRQ6924HY&list=PLVN8-zhbMh9YnOGVRT9m0xzqTNGD_sujj
Spotify: https://open.spotify.com/show/1IJRtB8FP4Cnq8lWuuCdvW?si=b4001cf2e8a5453f
Apple Podcasts: https://podcasts.apple.com/us/podcast/theo-jaffee-podcast/id1699912677
My Twitter: https://x.com/theojaffee
My Substack: https://www.theojaffee.com

Apr 14, 2024 • 1h 4min
#13: Nick Simmons - All About Urbit
Nick Simmons is a founding partner at Octu Ventures, a member-driven venture DAO investing in teams building on Urbit. Urbit is a new computing paradigm that provides complete ownership of your digital world.
0:00 - Intro
1:19 - What actually is Urbit?
5:43 - Urbit ID and Schelling points
9:05 - Why Urbit?
10:23 - Roko Mijic on Urbit vs. TikTok and Crypto
17:32 - Urbit vs. Worldcoin
22:26 - Niche or growth model?
28:50 - Why haven’t Urbit star prices recovered since 2021?
33:13 - Intrinsic value of Urbit address space
36:37 - Urbit as digital land
42:51 - Urbit and DeFi
45:42 - Personal AI on Urbit
51:35 - Urbit-native hardware
55:58 - Urbit design and aesthetics
1:02:15 - Outro
Urbit: https://urbit.org/
Octu: https://octu.ventures/
Urbit Blog: https://urbit.org/blog
“Creating Sigils”: https://urbit.org/blog/creating-sigils
“On Christopher Alexander”: https://urbit.org/blog/on-christopher-alexander
Nick’s Twitter: https://x.com/Halikaarn1an
More Episodes
Playlist: https://www.youtube.com/watch?v=sdJRQ6924HY&list=PLVN8-zhbMh9YnOGVRT9m0xzqTNGD_sujj
Spotify: https://open.spotify.com/show/1IJRtB8FP4Cnq8lWuuCdvW?si=b4001cf2e8a5453f
Apple Podcasts: https://podcasts.apple.com/us/podcast/theo-jaffee-podcast/id1699912677
My Twitter: https://x.com/theojaffeeMy Substack: https://www.theojaffee.com/

Mar 22, 2024 • 59min
#12: Paul Buchheit - Creating Gmail, Fixing Google, Narrative Understanding
Paul Buchheit is a programmer and entrepreneur who joined Google as its 23rd employee. He created Gmail, developed the first prototype of Google AdSense, and suggested the company’s motto, “don’t be evil”. He later co-founded FriendFeed and served as a managing partner at Y Combinator.
0:00 - Intro
1:15 - Issues with Google
3:47 - AI risk
5:21 - AI centralization and decentralization
8:01 - Open-sourcing frontier AI
9:59 - Paul’s Predictions
14:28 - Centralization, free speech, and censorship
24:16 - Trends in ideology
32:00 - Freeing people of narratives
35:49 - Alignment
39:06 - Startups and YC in 2024
50:30 - Email and communication interfaces
Paul’s Twitter: https://twitter.com/paultoo
Paul’s Blog: https://paulbuchheit.blogspot.com/
More Episodes
Playlist: https://www.youtube.com/watch?v=sdJRQ6924HY&list=PLVN8-zhbMh9YnOGVRT9m0xzqTNGD_sujj
Spotify: https://open.spotify.com/show/1IJRtB8FP4Cnq8lWuuCdvW?si=b4001cf2e8a5453f
Apple Podcasts: https://podcasts.apple.com/us/podcast/theo-jaffee-podcast/id1699912677
My Twitter: https://twitter.com/theojaffee
My Substack: https://www.theojaffee.com/