All the crap you never needed

February 28 2025 Comedian guest drop out last minute due to sickness Jason turned off free replies coz of MAGA and crypto scammers Epstein files anti climax Can FBI really withhold information from higher ups? Friedberg on Celebrity Jeopardy 7-9M a night viewership for regular Jeopardy, Celebrity one is 2-3M Friedberg won handily Brett Adcock tweet CEO of Figure Autonomous robots timeline might be coming up Stepped away from deal with OpenAI recently Amazing video demo of 2 robots collaborating together to sort groceries Could be the year of robots Segway lawnmower Navimow Stripe report Stripe and Adyen both crushing it Stripe has strong network effects Stablecoin rise around the world is in full effect This could help them grow a lot Rise of AI is helping Stripe a lot Markets Stocks down BTC down Low unemployment Deportations not much seems like - 500-1000 people a day apparently CPI back around 3% DOGE + low immigration + tariffs mean growth will...

Feb 21 2025 JCal and Chamath on Megyn Kelly John and Patrick Collison join the show Chamath has known them for 17-18 years and never invested Stripe They process > $1T/year - so 1% of global GDP ($100T/year) [* finished vs unfinished sales/products needs to be considered also in this claim] They bought Bridge last year UPI in India, etc are really good internationally - not happening in US, EU, etc Stablecoins are the first really big payments use case - their moment is now Stablecoins help with international remuneration, etc Example: Scale AI type use case - if they have to pay contractors in the Philippines - stablecoins are useful How representative of real economy is the Stripe data? One value add of Stripe is a reputation network across the internet Jamie Dimon rant leaked Remote work - declining TFP in the US - women joining the work force, etc Example of post covid era trend of leaders leading from the front - focus on org success and less famil...

Feb 14 2025 Naval thinks this is the best podcast Secrets 4 is the max who can have a good conversation They are having fun Naval intro Iron fist on Angellist Mage of early stage Has a way with words - king of the nerds Started VentureHacks → AngelList Startups Twitter Uber Notion Postmates Udemy Now building Airchat - kinda didn’t work Trying hardware now Wants to build things that are hard - inspired by Elon Technical risk vs Market risk SEC came after him for Angelist Worked with DC to get the laws changed Truth, love and money How to get Rich was really viral Likes compound interest in ideas Twitter For You is like TikTok for nerds Parenting Big fan of David Deutsch As you age you lose intelligence but acquire wisdom Treating kids like adults Rules - 1 hr of math a day 2 hrs of reading a day - everything else is allowed after that Optimizing for the kids to have agency Turn on captions watching YouTube - learn to read faster Sacks jo...

February 7 2025 Jason grifting for USAID (tongue in cheek!) Ray Dalio episode with Friedberg was a big hit Government seems to be kind of following his recommendations Antonio Gracias joins the program Legendary investor (Tesla, SpaceX, Uber, Athena, etc) DOGE vs USAID JFK established it via EO in 1961 Programs in ~130 countries Budget under Biden ~doubled from $26B to $45B Insane spending Twitter takeover ~$12.5B in debt Breaking even Biggest turnaround in history Company doing well No one came into the office - pens had gone dry in the conference room due to unuse Flowers were impeccable - 1000s of people’s worth of food being cooked everywhere and thrown into trash and not being even given to homeless Fixed the woke mind virus This is like a warmup for DOGE First he thought democracy was turning into bureaucracy Instead its becoming a kleptocracy Pure corruption Similar to 1941 Truman committe/commission Formed...