Joe Lonsdale: American Optimist

Delve into macro investing with expert Whitney Baker as she traces economic history from the 1970s to today. Explore the impact of deficit spending, China's entry into the US bond market, and the dot com bubble. Learn how inflation and the Federal Reserve's actions shape the economy, and how technological progress can drive us forward despite challenges.

Tyler Scriven, former Palantir talent, now CEO of Saltbox, discusses the future of small business e-commerce logistics. Learn how Saltbox's co-warehousing model helps small businesses compete with giants like Amazon. Explore Tyler's journey from Palantir to entrepreneurial success, highlighting leadership lessons and the importance of courage in entrepreneurship.

Explore Leonard Leo's strategies to rebuild broken institutions and combat the administrative state. Learn about the Federalist Society's role in preserving Constitutional principles and addressing regulatory challenges. Dive into the dangers of bureaucratic overreach and the need for legal reforms to protect innovation. Discover the implications of Supreme Court rulings on government accountability and the importance of upholding values to prevent despotism.

Bjorn Lomborg reveals the 12 best policies to help the world's poor, challenging UN's Sustainable Development Goals. Climate policies didn't make the cut. Focus on eliminating tuberculosis, investing in education, and clear land rights. Bjorn challenges alarmism and doomerism on environmental issues, advocating for fact-based policymaking.

Emil Michael, former Chief Business Officer at Uber, shares stories of Uber's global dominance, including the challenges faced in Italy and the mafia's threats. They discuss the impact of the gig economy and AI and reflect on the importance of talent in building successful companies. The speaker expresses optimism for the future of America and the potential of AI, but highlights the need for responsible regulation and concerns about the Chinese government's role.

Can investigative journalism prevail over sensational clickbait? Is it time to give up on San Francisco? Is the First Amendment sufficient to prevent the government from colluding with, or forcing, Big Tech to censor speech? This week, join us for a one-of-a-kind conversation with Mike Solana, Chief Marketing Officer at Founders Fund and Founder of Pirate Wires, one of the fastest-growing and most influential new media companies. Mike is a must-follow on X for his wit and unique insights, but also for the work he's doing to expose corruption and revive investigative reporting. Pirate Wires recently revealed how San Francisco taxpayers are being forced to fund the protests that shut down the Bay Bridge! We begin our discussion with the broken state of media, and why Mike believes a subscription model is the path to building a successful media outlet that isn't beholden to clickbait. Next, we discuss whether SF can be saved from the far Left and why we need better elites who don't blindly fund radical non-profits. We also cover several of Mike's seminal pieces of writing: the future of free speech when the government and Big Tech create a decentralized censorship regime, and how to revive our country's ability to build great, inspiring works. Can we restore competence in government or should we turn our energy and attention elsewhere? We discuss! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

What is e/acc (effective accelerationism) and why is it going viral among tech's elite? Who are the leaders behind this movement and what are their ambitions? This week, we explore e/acc with one of its pioneers, Guillaume Verdon (aka @BasedBeffJezos), a theoretical physicist at the cutting edge of quantum computing and AI.  Guillaume worked under Sergey Brin as the quantum deep learning lead at Google X before launching a thermal computing startup called Extropic.  He started e/acc as a cultural counterforce to the degrowth and doomer movements that sow distrust of technology and seek to undermine the advancement of artificial intelligence and other emerging innovations. Fifty years ago, sci-fi was some of the most inspiring art in America.  It's no coincidence that it preceded the birth of the space and digital ages — the stories and narratives we tell ourselves as a society are the ones we tend to work toward.  Not surprisingly, as sci-fi took a dystopian turn in recent decades, society's view of technology and progress soured as well.  E/acc is the antidote; it aims to inspire a cultural, then technological, renaissance in the West.  While e/acc has gained popularity through viral memes on social media, it's also a cohesive framework designed to apply to the modern world.  In this episode, we discuss the first principles behind e/acc, steelman the arguments against it, and explore how it's compatible with religion and other ethical frameworks.  This is an important movement that resonates with us at American Optimist.  This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Guest Scott Cook, founder and former CEO of Intuit, shares leadership lessons and advice for CEOs and founders. He discusses setting company culture, fighting inertia, and orienting decision-making around experimentation. Scott emphasizes the importance of advertising failures, seeking accountability, and learning from them. He also explores maintaining a culture of innovation as a company grows and embracing failure as a way to improve.

The guests, Pano Kanelos and Niall Ferguson, discuss the founding of the University of Austin, a new top university. They talk about the need for a new university to combat the politicization and intolerance of elite universities, the importance of combining classical education and STEM, and the significance of going back to first principles in education.

Nick Perry and Doug Proctor, co-founders of Candid Health, discuss how they are fixing the $280B healthcare billing fiasco. They highlight the complexities of medical billing, the importance of technology and AI in streamlining the process, and their goal of automating claims and improving the US healthcare system. They also talk about the challenges of revenue cycle management and the potential for opening up opportunities for new healthcare companies.