10 Hours of Listening.
5 Minutes of Reading.

Deep dives into the conversations shaping the future of AI, Robotics & Crypto.

Save hours of your time each week with our podcast aggregator

🔍 Search & Filter
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

AI Podcasts

February 12, 2026

Rivian’s Roadmap to AI Architecture and Autonomy with Founder and CEO RJ Scaringe

No Priors: AI, Machine Learning, Tech, & Startups

AI
Key Takeaways:
  1. Companies must own their perception, compute, and data pipelines to compete in autonomy and deliver continuous feature updates, or risk obsolescence.
  2. Invest in companies demonstrating deep vertical integration across hardware and software, particularly those building proprietary AI chips and controlling their data flywheel for autonomous driving.
  3. The ability to deliver true AI-driven autonomy and software-defined experiences at scale will determine market leadership and consumer relevance, making strategic partnerships and in-house tech critical for survival.
See full notes
February 12, 2026

Rivian’s Roadmap to AI Architecture and Autonomy with Founder and CEO RJ Scaringe

No Priors: AI, Machine Learning, Tech, & Startups

AI
Key Takeaways:
  1. Invest in companies demonstrating deep vertical integration in AI hardware and software, especially those with a clear path to a data flywheel from their deployed fleet.
  2. The automotive industry is undergoing a fundamental architectural re-platforming, where software-defined vehicles and AI-first autonomy are non-negotiable for mass-market relevance.
  3. Autonomy will be a must-have feature by 2030, making the ability to build and iterate on AI-driven systems the ultimate differentiator.
See full notes
February 12, 2026

Rivian’s Roadmap to AI Architecture and Autonomy with Founder and CEO RJ Scaringe

No Priors: AI, Machine Learning, Tech, & Startups

AI
Key Takeaways:
  1. The automotive industry is transitioning from hardware-centric, domain-based architectures to software-defined, AI-first platforms. This shift means that companies without deep vertical integration and a proprietary data flywheel will struggle to compete on autonomy and feature velocity.
  2. Invest in companies demonstrating full-stack control over their AI hardware and software, especially those building large, proprietary data collection fleets.
  3. Autonomy and software-defined vehicles are not future features but present-day table stakes. Market share will consolidate around the few players who can execute this vertical integration, making it a critical filter for long-term investment and partnership decisions.
See full notes
February 12, 2026

Rivian’s Roadmap to AI Architecture and Autonomy with Founder and CEO RJ Scaringe

No Priors: AI, Machine Learning, Tech, & Startups

AI
Key Takeaways:
  1. The automotive industry is transitioning from a hardware-centric, supplier-dependent model to a software-defined, vertically integrated AI platform. This means future market leaders will be those who own the full stack, from silicon to user experience, rather than assembling components from external vendors.
  2. Invest in companies demonstrating deep vertical integration in AI hardware and software for physical products. Prioritize those building proprietary data flywheels and offering genuinely differentiated product experiences, not just incremental improvements on existing designs.
  3. Autonomy and software-defined vehicles are not optional features but existential requirements for mass-market automakers. Companies that fail to build or acquire these core capabilities will face rapid market share erosion, while those that succeed will redefine transportation and capture significant value over the next decade.
See full notes
February 11, 2026

Inside The Life of Silicon Valley's First Athlete Investor | Magic Johnson

a16z

AI
Key Takeaways:
  1. Cultivate a diverse network of mentors and partners, prioritizing long-term relationships over immediate gains.
  2. Actively seek out "boring" or overlooked markets with high demand, and be prepared to invest significantly in product quality and customer experience to capture outsized returns.
  3. Success in today's rapidly evolving market demands a "win-at-all-costs" business mentality, a willingness to take calculated risks, and a strategic focus on equity and value creation.
See full notes
February 11, 2026

Inside The Life of Silicon Valley's First Athlete Investor | Magic Johnson

a16z

AI
Key Takeaways:
  1. The Investment Evolution: As high-profile individuals recognize the enduring value of equity, capital flows from traditional endorsements to ownership stakes in high-growth ventures, particularly in tech.
  2. The Tactical Edge: Cultivate a diverse network by attending events early, seek out mentors, and prioritize equity deals in overlooked, demand-driven sectors.
  3. Success in business, like sports, demands a winning mindset, a strong team, and a willingness to take calculated risks on long-term equity, especially in tech and underserved markets.
See full notes
February 11, 2026

Inside The Life of Silicon Valley's First Athlete Investor | Magic Johnson

a16z

AI
Key Takeaways:
  1. The shift from celebrity endorsements to equity-driven business ownership is accelerating. This is fueled by increased access to capital, sophisticated deal-making networks, and the ability of AI and blockchain tools to enable smaller teams to build billion-dollar companies, fundamentally changing how personal brands translate into lasting enterprise value.
  2. Cultivate a diverse, expert team that can challenge your assumptions and execute your vision, allowing you to scale beyond your individual capacity. Prioritize long-term equity plays and strategic partnerships over short-term cash, even if it means investing in "boring" businesses with consistent growth.
  3. The next 6-12 months will see an explosion of "creator-led" ventures leveraging AI for efficiency and market penetration. Understanding Magic Johnson's blueprint for strategic partnerships, long-term asset appreciation (especially in sports), and disciplined investment in underserved markets provides a high-signal roadmap for identifying and participating in these high-growth opportunities.
See full notes
February 11, 2026

Inside The Life of Silicon Valley's First Athlete Investor | Magic Johnson

a16z

AI
Key Takeaways:
  1. The Macro Shift: Celebrity capital is moving from passive endorsements to active equity ownership, mirroring a broader market trend where brand power translates directly into venture influence. This shift is accelerated by AI and blockchain tools, allowing individuals to build and scale businesses with unprecedented efficiency, making strategic capital more potent.
  2. The Tactical Edge: Cultivate "boring" businesses in underserved markets. Magic Johnson's success in urban pharmacies and early-stage sports teams demonstrates that high demand in overlooked sectors, combined with strategic investment in customer experience and analytics, yields outsized returns.
  3. The Bottom Line: The future of wealth creation hinges on long-term equity plays, strategic partnerships, and a willingness to invest in overlooked markets and cutting-edge tech like AI. For investors, this means prioritizing value-add capital and patient growth; for builders, it means leveraging new tools to create businesses that address real, unmet demand.
See full notes
February 12, 2026

🔬Generating Molecules, Not Just Models

Latent Space

AI
Key Takeaways:
  1. The field is moving from predicting existing biological structures to generating novel ones, driven by open-source AI models. This transforms biology from an observational science into a design-first engineering discipline, where computational power and accessible tools dictate the pace of innovation.
  2. Invest in platforms that abstract away the computational complexity of molecular design, offering robust, validated generative AI tools and scalable infrastructure. This allows scientists to focus on therapeutic hypotheses, not GPU management, accelerating time to experimental validation.
  3. The next wave of biological breakthroughs will come from those who can rapidly iterate on designed molecules, not just discovered ones. Access to powerful, user-friendly generative AI platforms like Boltz Lab will be a critical differentiator for biotech and pharma in the near future.
See full notes

Crypto Podcasts

June 9, 2025

Is Joe Lubin the Michael Saylor of Ethereum?

Bankless

Crypto
Key Takeaways:
  1. Regulatory Renaissance: The SEC's stance has softened, creating a more favorable U.S. environment for crypto; Ether's non-security status (for the scope of the past investigation) is a major win.
  2. Ether as a Productive Treasury Asset: ESBET's strategy of acquiring and actively yielding Ether could set a new standard for corporate treasuries, showcasing Ether's utility beyond just holding.
  3. The "Trust Commodity" Narrative: Expect a strong push to frame Ether's value around its ability to provide programmable trust and facilitate economic activity, with Lubin championing this.
See full notes
June 6, 2025

Could Crypto Treasury Companies Create Systemic Risk for the Industry?

Unchained

Crypto
Key Takeaways:
  1. High Premiums are a Red Flag: The massive premiums (some at 80x NAV) on many new crypto treasury stocks are likely unsustainable and warrant extreme investor caution.
  2. Collateralization is the Catalyst: The primary systemic risk emerges if these shares become widely accepted as collateral, creating a leveraged ecosystem vulnerable to market shocks.
  3. History as a Guide: The industry must heed the lessons from GBTC's collapse to prevent irresponsible risk-taking and a potential repeat of cascading failures.
See full notes
June 6, 2025

0xResearch | Friday, June 6th

0xResearch

Crypto
Key Takeaways:
  1. Fiscal Reality Bites: Government spending, not just Fed moves, dictates the macro game; hedge accordingly.
  2. Structure Matters, Massively: Demand for "pure play" crypto assets is immense; projects clarifying token value accrual (a la Morpho) will win.
  3. Show, Don't Just Tell: For L1s and protocols, delivering tangible results and clear revenue paths to token holders trumps theoretical brilliance.
See full notes
June 6, 2025

PumpFun’s Impact on Solana, Circle’s IPO, and Elon and Trump’s Feud | Roundup

Bell Curve

Crypto
Key Takeaways:
  1. PumpFun's Token Looms Large: With its massive user base and revenue, PumpFun's upcoming token is a critical event for Solana and the broader memecoin market, offering a direct investment into crypto's consumer wave.
  2. IPO Window is Open: Circle's successful IPO signals renewed investor interest in publicly traded crypto companies, potentially paving the way for more listings and providing liquidity events for equity holders.
  3. Regulatory Clarity is King: The future of crypto innovation, from token launches to organizational structures, hinges on clear market structure legislation to move beyond current cumbersome models.
See full notes
June 6, 2025

Don’t Midcurve Circle and PumpFun | Weekly Roundup

Empire

Crypto
Key Takeaways:
  1. Don't Midcurve Success: Circle’s IPO triumph, despite online skepticism, shows that strong fundamentals and clear value propositions (like stablecoin infrastructure) attract serious capital.
  2. Ambition Attracts Capital (and Scrutiny): Pump.fun's massive raise, while controversial, signals a drive to leverage its huge user base for something much bigger than memecoins. Profitability plus vision equals investor interest.
  3. IPO Pipeline Primed: Circle’s success is a catalyst, likely opening the IPO floodgates for other mature crypto companies sooner than anticipated.
See full notes
June 6, 2025

How Will Pump Fun's Token Impact Solana? | Weekly Roundup

Lightspeed

Crypto
Key Takeaways:
  1. Cash is King (Again): Pump Fun's $1B target underscores a potential shift back to ICOs for well-capitalized projects, offering a war chest for aggressive expansion, M&A, and de-risking beyond what current revenues allow.
  2. Distribution is Destiny: Pump Fun's long-term viability hinges on owning its front-end and user discovery to avoid disintermediation, making moves into wallets or even exchanges critical.
  3. Solana Symbiosis Likely: Despite L1/L2 speculation, Pump Fun’s incentives align more with growing the existing memecoin market on Solana rather than fragmenting its user base by launching a new chain, especially given Solana's ongoing performance enhancements.
See full notes