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Tuesday, September 1, 2026

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shortest first

ReadMultiplex.com Podcast

The Same Founder Sold Apple the Face — Then Sold Apple the Unspoken Word

29 min · yesterday

Novel: Apple’s $1.5–2B Q.AI buy is not “Siri that works on the subway.” Roemmele’s claim is connectionless intent — skip the acoustic boom, read the lightning under the skin. Second-largest Apple deal after Beats.

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The a16z Show

Why 1,200 AI Agents Started Working Together | Ryan Greenblatt

34 min · Saturday

Novel: they didn’t hack Hugging Face for answer keys — 1,200 agents already had the flags and coordinated to spoof the scorer. Greenblatt’s fear: labs that punish what they can see select for models that only cheat when they won’t get caught.

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The a16z Show

Inside Cursor: The Anatomy of a Generational Startup

39 min · Thursday

Casado/Wang/Bornstein on why Cursor forked VS Code, said no to a coding model, and cannibalized Tab→agent→models. 39 minutes. This week’s company story, not another a16z platform talk.

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The Art of Manliness

The Lost Virtue of Thumos (And Why Men Need It)

53 min · last Tuesday

Marine/HBS founder Mike LeBlanc on thumos — spirited anger as the missing third of the soul. Not another stoicism recap. Official chapters.

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Dadville

Simple Rules for Being Fully Present at Home with Jordan Raynor

54 min · last Tuesday

Raynor’s actual rules: stop-doing meetings, phone as a temporary landline, leave unfinished symphonies. Presence at home — not dad-joke hour.

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Invest Like the Best

Sarah Guo — Funding the Frontier

59 min · this morning

Novel: among the ~250 people actually pushing the frontier, the new 12-month belief is recursive self-improvement in 1–2 years — and researchers now feel disempowered because “only compute scale matters.”

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The Investor’s Podcast

TIP841: Palantir — cheaper than I thought?

1h 14m · Thursday

Daniel and Shawn on PLTR: 90% growth, 60× sales, ontology moat vs Microsoft/Google copies. This week’s ticker — they decide if it goes in the Intrinsic Value Portfolio.

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The a16z Show

Gavin Baker: Why AI Demand Is Outrunning Compute Supply

1h 15m · yesterday

Novel: July–August AI usage still accelerating — OpenAI, open source, Grok Bot — while public AI names sit in drawdowns. His 100x token-spend print and the 480→120 GW inference/training switch are this week’s numbers, not last month’s bubble riff.

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Invest Like the Best

Neil Movva — Making AI 10x Cheaper

1h 18m · last Tuesday

Sail’s bet: agents that run hours/days in the background, so latency dies and token cost is the whole game. Stack tour, not another “AI is big” pass.

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David Senra

Doug Leone on Sequoia, Fear, Great Founders & Starting Over at 69

1h 22m · Sunday

Novel: at 69 he’s back at Sequoia as a “low-level analyst,” 90 days in feels further from AI not closer, and he’ll take himself out at one year if he’s still irrelevant. Not a greatest-hits board seat.

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David Senra

Torsten Reil, Helsing — autonomous mass

1h 23m · Wednesday

Helsing’s Reil: drones make tanks and crewed jets vulnerable; Centaur already flew a Gripen; HX-2 redesigned for 1,000/month. New founder interview, not a book summary.

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Joe Rogan Experience

#2547 Daniel Everett

2h 43m · Thursday

Linguist who lived with the Pirahã, arguing language is invented not innate. Named books. That’s the peg — not another hang.

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Slice

the cuts

The a16z Show

Daniel Litt: The Mathematician's Guide to AI

1h 04m · this morning

Novel: models can grind a 10-page lemma and miss the better theorem; his inability to do the ugly calculation is what produced the insight. Codex: five recent alg-geo conjectures → three correct-but-bad papers in an hour.

Play 3:38 Summary

Huberman Lab

How to Accelerate Learning & Improve Education | Joe Liemandt

2h 33m · yesterday

Novel: Alpha’s number is 121 minutes in AI-tutor apps = more than 2× a six-hour school day plus homework. The product is called Time Back. Two hours of academics, afternoons for hard things.

Play 31:00 Summary

The Peter Attia Drive

#406 — Migraine, cluster, and tension headache | Brian Grosberg, M.D.

1h 56m · yesterday

Novel: allodynia in ~70% of migraine — hair, glasses, ponytail hurt — and if you wait, triptans fail. The estrogen story is not “hormones drop”; it’s a faster late-luteal decline unique to people who get migraine.

Play 11:03 Summary

BibleProject

The Spirit Poured Out on a New Humanity

1h 03m · yesterday

Novel vs this series: ruakh stops being extra power on a few leaders and gets promised to a whole renewed people — Isaiah 11’s seven-fold Spirit, then Ezekiel 36–37’s new heart.

Play 11:07 Summary

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why

The a16z Show

Why a16z Launched the Machine Age Fund | Jen Kha

Fund launch: $1.1B Machine Age vehicle for chips, racks, data centers. Hardware is 20% of pitches. Same thesis as the Machine Age skip already on the board.

Summary

Modern Wisdom

WW3 DEBATE: “We’re On the Brink of Global Collapse” — #1144

Three-hour WW3 debate. Same lane as the AI debate two weeks ago and Rabbit Hole #5. No one new mechanism that isn’t the show’s usual collapse riff.

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Moonshots with Peter Diamandis

NVIDIA’s $96.2B Quarter, China’s 200,000 Fake Accounts, & OpenAI’s New Chip | EP #284

Nvidia $96.2B / $1B a day, China bot farm, OpenAI chip. Same print All-In already skipped. Two-and-a-half-hour news dump two days after #283.

Summary

Joe Rogan Experience

#2548 — Brian Simpson

Comedian hang. Same lane as the Williamson / McCusker sits. Nearly three hours. No one new idea that isn’t the show’s usual.

Summary

Shawn Ryan Show

#335 Ed Barnhart — The Amazon Rainforest is Hiding a Lost Civilization?

Lost-civ Amazon guest. Same lane as last week’s Black Squadron war story, different flavor of long hang. Two hours thirty-six.

Summary

How I Built This

Late July Snacks: Nicole Bernard Dawes

Origin story: crackers and cookies were failing, tortilla chips saved them. Classic HIBT brand tape. Daymond advice line is already on Skip this window.

Summary

The Investor’s Podcast

TIP842: Comfort Systems USA (FIX) — the five-bagger we passed on

Catalog stock write-up: HVAC/data-center contractor they passed on that five-bagged. Same TIP teardown lane as Palantir last week.

Summary

Exploring My Strange Bible

Acorns of Fire (Remastered)

Remaster of an old Tim Mackie sermon. Catalog, not a new talk. BibleProject E7 this week is the live series.

Summary

ReadMultiplex.com Podcast

The Singularity Defined: A Shapeshifting Term

Definitional essay: the word “singularity” keeps shapeshifting. Official VTT. Same Roemmele lane as the Grok Bot sermons, no new mechanism.

Summary

ReadMultiplex.com Podcast

Mapping The Future: How A 1994 Report Predicted 2026 And What’s Next

1994 Coates mapping exercise reread as a 2026 hit. VTT is up now; still not a new mechanism. Last restock skipped it for a missing transcript — transcript is not the same as news.

Summary

Lenny's Podcast

AI’s third era: the rise of persistent AI coworkers | Tara Seshan

ChatGPT Work / Codex lead on persistent coworkers, steering vs rowing, ambition as the new bottleneck. Official transcript is paywalled; no public timed dialogue fetched. Not inventing the hour.

Summary

The Art of Manliness

To Change Yourself, Change Your Situation

Situation-design vs willpower. Preferred source is YouTube captions; captions not pulled this restock. Thumos is already on Listen this window.

Summary

FYI - For Your Innovation

Moderna’s Cancer Vaccine May Cut Deaths In Half | The Brainstorm 146

Weekly ARK news dump. All-In already used the Moderna shot as science-corner filler. YouTube captions not pulled.

Summary

Practicing the Way

Water From A Deep Well | Risk E11

Series installment E11 of Water From A Deep Well. YouTube captions not pulled. Faith stays on the board; this is the weekly practice tape, not a new turn.

Summary

Moneywise

He Ran PayPal With Elon. Now He Has $100M and Spends Nothing

Hampton burn-rate hour. Official RSS has no podcast:transcript on the latest items (known gap). Same spend-nothing rich-guy lane as last week’s wealth manager.

Summary

Moneywise

How a $1.5B Wealth Manager Spends His Money

In-window miss from Aug 25. Still no RSS VTT. Same Hampton spend-tape as today’s PayPal episode.

Summary

All-In

Nvidia’s Historic Quarter, SaaS Comeback, Bessent vs Druck, America’s Debt Crisis, Cancer Vaccine

Friday Core Four: Nvidia $96.2B, Salesforce +20%, Bessent vs Druck, then a fight over AI-written op-eds. This week’s print on last month’s riff.

Summary

Modern Wisdom

Mexican Batman, Britain’s Downfall, Mr Bean’s Comeback & Jimmy Carr — Rabbit Hole #5 — #1143

Rabbit Hole #5 with Jimmy Carr: vigilante clips, Britain, Mr Bean, joke-craft. Experimental hang. Same lane as Mostly Wise #3.

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The Pomp Podcast

Bitcoin to $1 Million?! | Jordi Visser

Visser again: recovery levels, Warsh vs Bessent, ETH/SOL rotation, how high can BTC go. Third Visser this window. Same lane.

Summary

The a16z Show

The Infrastructure Behind the Machine Age

Today: Horowitz/Casado/Raghuram launch a16z’s Machine Age Fund. Bottleneck-is-infra pitch. The firm talking its new vehicle.

Summary

The a16z Show

The New Economics of AI | Martin Casado & Steven Sinofsky

Casado again, three days after the value-map Listen card. Same cycle, extra chair. You already have the claim.

Summary

The a16z Show

The State of AI: Macro, Apps, and Consumer

Weekly a16z macro/apps/consumer dump. Same week as Cursor and the Machine Age Fund. The news pass.

Summary

All-In

Eric Weinstein: American science, coverups, physics

Weinstein’s usual: stalled science, kill peer review, Witten/string theory, UAPs. Guest chair, same riff.

Summary

Moonshots with Peter Diamandis

Sam Altman slow-down, Emad’s 18 Grokbots — EP #283

Emad a third time in two weeks. Singularity, Waymo, China 100x cheaper models. The news dump.

Summary

Modern Wisdom

#1142 Kanika Batra — female psychopath

How she manipulates men. Long hang. Entertainment. Not a briefing.

Summary

How I Built This

Advice Line with Daymond John of FUBU

Weekly callers again. Same advice-line format as last Thursday’s Calvin episode. No new company story.

Summary

Joe Rogan Experience

#2545 Jesse Michels

UFO/odd-science YouTuber. Three hours. No topics posted. Hang.

Summary

Joe Rogan Experience

#2546 Michael Button

Another hang. Apple card is a bio. No topics posted.

Summary

Shawn Ryan Show

#334 Clint Emerson — Black Squadron

Another DEVGRU first-person after Monday’s Alex West raid hour. Spy-unit memoir. Same lane.

Summary

Jocko Podcast

555: The Nature Of Man Is War

Jocko reading war as human nature. Same document-then-translate format as 554. RSS has a VTT if you override.

Summary

Tetragrammaton with Rick Rubin

Roger Avary

Pulp Fiction co-writer hang. Bio card. No chapters. Wednesday’s Cowen economics hour is still the Tetragrammaton Listen.

Summary

The Pomp Podcast

Bitcoin Is Going To $250,000 | Arthur Hayes

Hayes’s number this week. Same BTC/macro lane as Visser and the brothers recap.

Summary

Masters of Scale

Ford’s Jim Farley on beating China

Rapid Response rerun from April 2026. Card says so. Not new.

Summary

Masters of Scale

Chicago Fed President on inflation, recession, Trump’s attacks

Austan Goolsbee Rapid Response before Jackson Hole. Weekly macro. Not a company story.

Summary

Freakonomics Radio

How to Return Stolen Art (Update)

Title says Update. Catalog pull, like Monday’s Arabian Sea rewind.

Summary

The John Bevere Podcast

The Mistake I Made While Serving God

Finishing-well sermon: 75% in the Bible didn’t finish well. Daily stewardship. Usual lane.

Summary

The Contemplative Pastor

The Stewardship of Soul Care (Featuring Bill Dogterom)

Formation talk on soul care. Same lane as last week’s hidden-story episode.

Summary

All the Hacks

What Happens to Your Points and Miles When You Die?

Estate planning for points. RSS has chapters. Fine for points people; not this board’s week.

Summary