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Exploration-as-a-Service: finding what matters in business, technology, culture, incentives, and human judgment.
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- Project Hail Mary Explained: Book vs Movie (Spoilers, Science & Why Rocky Works) 🧑🚀🚀⭐🦠🪨 · 1 Std. 51 Min.My friends Tinkered Thinking (✍️📚 author of White Mirror & The Lucilius Parables) and Jameson Olsen (🎧 host of Becoming the Main Character) came back for the ultimate Project…
- A Knight of the Seven Kingdoms: Going Deep with Tinkered Thinking and Jameson Olsen ⚔️🥚🛡️🏰🐴 · 1 Std. 28 Min.I recruited my friends Tinkered Thinking (✍️📚 author of White Mirror & The Lucilius Parables) and Jameson Olsen (🎧 host of Becoming the Main Character) to do a *deep* dive on A…
- Interview with David Kim a.k.a. Scuttleblurb (2026) 📈📉📊💰💸 · 39 Min.The annual tradition continues! David Kim (💚💚💚💚💚 🥃) and I look back at the past year, both for Scuttleblurb and for the world of finance & markets. We use David’s excellent ‘2025…
- Trillion Dollar Club with Mostly Borrowed Ideas (MBI): Nvidia, Apple, Google, Microsoft, Amazon, TSMC, Meta, Broadcom, and Tesla 🏆💰📈🤖🚀 · 1 Std. 55 Min.This is a massive one! Nearly two hours, but you know what they say: Too much of a good thing can be wonderful! My friend MBI (🇧🇩🇺🇸) and I sat down to do something that sounds…
- White Mirror: 31 Stories, a $1,000 Puzzle, and Sci-Fi to Reboot Your Childlike Wonder 🦾🪞📖🦋 · 1 Std. 27 Min.You love reading. You’re always looking for great things to read? 📖 📚 Me too! *high five* 🙏 Today, I’m talking with my friends Tinkered Thinking and Dylan O’Sullivan about ‘White…
- Interview with David Kim a.k.a. Scuttleblurb (2025) 📈📉📊💰💸 · 38 Min.One of my very favorite annual traditions is conducting this interview with my friend David Kim, aka Scuttleblurb (🕵📝). His investment research journal/company deep…
- Mark Nelson: New U.S. Energy Policy, Chris Wright as Sec of Energy, Oil & Gas, LNG, Gigawatt-Scale Nuclear, Batteries, and Solar (Part 2) ⚡️🔌 🛢️⛽️⚛️🔋 · 1 Std. 0 Min.Mark Nelson is back for Part 2! (If you missed it, here’s part 1) Another wide-ranging conversation: We discuss the implications of the new U.S. administration on energy policy…
- TENET Deconstructed: ↔️ Christopher Nolan's Mind-Bending Time Thriller 🔁 · 1 Std. 52 Min.🚨 Note: The first part of the podcast is spoiler-free. The spoilers only start after a warning 🚨 What happens when six film enthusiasts dissect Christopher Nolan's most ambitious…
- Mark Nelson: How AI is Forcing Big Tech to Abandon '100% Renewable' Fantasy for Nuclear Reality (Part 1) ⚡️🔌 ⚛️ 🏭 🤖 · 37 Min.Mark Nelson is back! (our first conversation is here) We discussed how AI's massive power needs are reshaping energy policy in unexpected ways. For years, Big Tech claimed to run…
- The Cost of Glory with Alex Petkas: Timeless Lessons from Ancient Greece and Rome 🏛️🏺📜 🏹⚔️🦅⚖️ · 1 Std. 38 Min.I’m excited to share with you one of my favorite podcasts that I’ve recorded! 🎧🥇 I hope you enjoy it and will ➡️ subscribe to ‘Cost of Glory’ ⬅️ (listen on: Spotify or Apple…
- Semiconductors Industry: Going Deep with Mostly Borrowed Ideas (MBI) on TSMC, Texas Instruments, Nvidia, Intel, Hyperscalers, etc · 1 Std. 14 Min.On his eighth appearance on the podcast, MBI (🇧🇩🇺🇸) joins me to discuss one of humanity’s most impressive achievements: The semiconductor industry. Of course, we can’t talk about…
- Sicario by Denis Villeneuve: Going Deep with Ed William and Dylan O'Sullivan 🎥 🎬 🎞️ 🍿 · 54 Min.Here’s something a little different. A fun — but dark! — one. I’m a big fan of Denis Villeneuve, and I was due for a re-watch of ‘Sicario’ (2015, written by Taylor Sheridan). It…
- Trung Phan: Solving the Twitter Puzzle, What He Learned from Rick Rubin, Christopher Nolan, AI, and more ✍️🤣🎥🎬🇻🇳🤖 · 1 Std. 23 Min.Today, I’m joined by my friend Trung Phan! He’s multi-talented, funny and smart, a great writer, podcaster, and just overall good dude 👍 In this conversation, we cover a lot of…
- Meta Platforms & Mark Zuckerberg: Going Deep with Mostly Borrowed Ideas (MBI)! 🕵️♂️🩻 · 1 Std. 34 Min.On his sixth appearance on the pod, MBI joins me to discuss the most polarizing of the Big Tech companies: Meta Platforms (the artist formerly known as Facebook). Of course, it’s…
- Microsoft: Going Deep with Mostly Borrowed Ideas (MBI) 🕵️♂️🩻 · 1 Std. 22 Min.I’m excited to share with you another fun conversation with my good friend MBI (💎🐕). This marks his sixth appearance on the podcast, putting him in the lead ahead of David Senra…
- Jim O'Shaughnessy: Origin Story, Career in Finance, Groundbreaking Books, and Future with OSV 👶 🕵️♂️ 🏦 ✍️📚 🚀 · 1 Std. 31 Min.Over the years, I have gotten to know Jim through one-on-one conversations and by listening to Infinite Loops and other podcasts where he was a guest. My goal with this podcast…
- Kevin Kelly: Excellent Advice for Living 💡🤖 📚 · 47 Min.I had the great pleasure of talking with someone I admire a lot: Kevin Kelly! He not only influenced my life directly through his works & ideas but he’s also cited as an…
- The Last of Us: Going Deep on HBO's Amazing Show with Matt Reustle and Tinkered Thinking 🍄 · 1 Std. 34 Min.🚨 SPOILERS SPOILERS SPOILERS 🚨 If you haven’t seen the show, bookmark this and come back after you’ve seen it. It’s a show worth seeing without spoilers! I’m very pleased that my…
- David Senra and Jimmy Soni: 'The Founders' Book Club on the PayPal Mafia 📖 · 1 Std. 46 Min.I’m very happy to share with you this conversation with my two very good friends, Jimmy Soni (📚✍️) and David Senra (🎙📚). We discuss Jimmy’s excellent book The Founders: The Story…
- Big Tech Compensation: Going Deep with MBI · 53 Min.What could be more exciting than carefully reading through Big Tech proxy statements to look at management incentives, comparing them across companies to see what’s similar and…
