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AI Podcasts

January 8, 2026

AI, markets, and power: A conversation with Paul Krugman

Azeem Azhar

AI
Key Takeaways:
  1. Capital is replacing labor as the primary driver of productivity.
  2. Prioritize investments in incumbents with massive distribution or lean startups that swap payroll for compute.
  3. The US remains the primary engine of growth but the internal divide between tech hubs and the hinterland will widen as AI concentrates wealth.
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January 9, 2026

Artificial Analysis: The Independent LLM Analysis House — with George Cameron and Micah Hill-Smith

Latent Space

AI
Key Takeaways:
  1. The decoupling of parameter count from active compute via sparsity means intelligence is becoming a software optimization problem as much as a hardware one.
  2. Audit your agentic workflows for turn efficiency rather than just cost per token.
  3. In a world of infinite tokens, the winner is the one who can verify the truth the fastest.
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January 7, 2026

Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI

a16z

AI
Key Takeaways:
  1. The transition from "adding machines" to "human cognition" models is an 80-year correction finally hitting the vertical part of the S-curve.
  2. Prioritize application-specific models that backward-integrate into the stack.
  3. AI is a physical and digital build-out that will define the next decade of global power.
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January 6, 2026

Who Controls AI's Future? The Battle for GPU Access | CoreWeave SVP

Weights & Biases

AI
Key Takeaways:
  1. The transition from general-purpose compute to specialized AI infrastructure mirrors the rise of Snowflake in the data era.
  2. Audit your current cloud spend to identify where generalist latency is throttling your GPU goodput.
  3. Performance bars move every two years. If your infrastructure isn't purpose-built for AI today, you will be priced out of the market tomorrow.
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January 5, 2026

Welcome to AIE CODE - Jed Borovik, Google DeepMind

AI Engineer

AI
Key Takeaways:
  1. The Macro Pivot: The transition from LLMs as chat interfaces to LLMs as logic engines. As models move from text prediction to logic execution, the value moves from the model itself to the verification systems surrounding it.
  2. The Tactical Edge: Audit the stack. Prioritize the integration of agentic coding tools like Jules to shorten the feedback loop between ideation and deployment.
  3. The Bottom Line: Code is the only medium where AI can self-correct and scale without human intervention. The next 12 months will be defined by who can turn raw model power into reliable, self-healing code.
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January 5, 2026

Claude Agent SDK [Full Workshop] — Thariq Shihipar, Anthropic

AI Engineer

AI
Key Takeaways:
  1. Moving from "Model-as-a-Service" to "Environment-as-a-Service" where the harness matters as much as the weights.
  2. Replace your bespoke API tools with a single bash tool. Use a well-structured file system.
  3. The next year belongs to builders who stop treating LLMs as chatbots. They will treat them as system administrators.
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January 6, 2026

Building durable Agents with Workflow DevKit & AI SDK - Peter Wielander, Vercel

AI Engineer

AI
Key Takeaways:
  1. The Macro Transition: We are moving from "fire-and-forget" prompts to durable execution environments where state is as important as the model itself.
  2. The Tactical Edge: Wrap your existing tool calls in the `useStep` function to gain instant retry logic and execution history.
  3. The Bottom Line: Reliability is the primary moat in the agent market. Builders who adopt durable workflows will move to production while others are still debugging local scripts.
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January 6, 2026

Build a Prompt Learning Loop - SallyAnn DeLucia & Fuad Ali, Arize

AI Engineer

AI
Key Takeaways:
  1. The move from manual prompt engineering to automated prompt learning. As models become commodities, the proprietary loop that refines them becomes the moat.
  2. Implement a Train-Test Split for your prompts. Use a subset of failure data to generate new rules and validate them against a separate holdout set to ensure the logic holds.
  3. Reliability is the only metric that matters for agent adoption. If you are not using a feedback loop to update your system instructions, you are building on sand.
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January 6, 2026

The Netflix Culture Code That Changed Entertainment Forever | Reed Hastings Interview

Invest Like The Best

AI
Key Takeaways:
  1. The move from industrial management to creative inspiration. As AI automates routine tasks, the only remaining value is high-variance human creativity.
  2. Apply the Keeper Test today. Ask your leads which team members they would fight for and provide generous exits for the rest to reset your talent bar.
  3. Scaling doesn't require more rules. It requires better people. If you can maintain talent density, you can run fast while your competitors choke on their own handbooks.
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Crypto Podcasts

December 26, 2025

2025 Crypto Year in Review, Part 1: Shit Talking Edition

Unchained

Crypto
Key Takeaways:
  1. The industry is moving from speculative points to protocol revenue.
  2. Monitor L2 sequencer revenue models.
  3. 2025 is the year crypto stopped pretending and started building businesses.
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December 26, 2025

Our 2026 Crypto Predictions

Empire

Crypto
Key Takeaways:
  1. The AI capex cycle is the new North Star for crypto liquidity. If next-gen chips underdeliver, the risk-off contagion will hit crypto first.
  2. Accumulate blue-chip DeFi protocols like Aave or Morpho. These middlemen are better positioned to capture fintech integration than speculative L1s.
  3. 2026 is the year crypto stops selling potential and starts selling efficiency. Survival depends on being close to the customer.
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December 26, 2025

How To Fix Crypto's Token Dilemma

Lightspeed

Crypto
Key Takeaways:
  1. The Macro Trend: The transition from passive liquidity to proactive, infrastructure-integrated market making.
  2. The Tactical Edge: Prioritize protocols that control the issuance layer rather than those just providing a venue for existing assets.
  3. The Bottom Line: Liquidity is a commodity, but distribution and issuance are the only durable moats in a high-speed SVM environment.
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December 26, 2025

Where Solana is Better Than Bitcoin & Ethereum

The DCo Podcast

Crypto
Key Takeaways:
  1. The transition from "Store of Value" to "Medium of Utility." As networks mature, the market will value throughput and censorship resistance over simple supply caps.
  2. Allocate capital toward ecosystems with the highest developer activity and transaction density. Focus on chains building hardware-level censorship resistance rather than those just tweaking economic parameters.
  3. The next three years will prove that the most useful tool wins the money war. If Solana achieves its roadmap, its asset becomes the default unit of account for the digital economy.
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December 24, 2025

12 Big Crypto Predictions for 2026

Bankless

Crypto
Key Takeaways:
  1. The movement from "Crypto as an Asset" to "Crypto as Infrastructure" where public ledgers settle everything from payroll to global equities.
  2. Prioritize protocols with explicit fee-sharing or buy-and-burn mechanisms that capture on-chain revenue as value moves to the application layer.
  3. 2026 is the year the "DeFi Mullet" (Fintech in the front, DeFi in the back) becomes the standard operating procedure for the global economy.
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December 24, 2025

Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks | Warren Pies

Forward Guidance

Crypto
Key Takeaways:
  1. The migration from cyclical to software-driven earnings creates a higher floor for valuations that traditional bears ignore.
  2. Accumulate industrial and precious metals before the market prices in the late 2026 overheating phase.
  3. The path to S&P 8,000 is paved with high margins and a Fed that cannot afford to stop easing.
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