Topics & People

Venture capitalist whose firm, Founders Fund, invested in Planet Labs.

A fellowship created by Peter Thiel that provides funding to young entrepreneurs to skip college and build companies, cited as an alternative to traditional higher education.

Solar Energy
Technology

Renewable power generation that consumes significant amounts of copper and faces a looming bottleneck in silver supplies.

Nuclear Energy
Technology

Trump views nuclear power as a strong energy source necessary for the US to compete, particularly to power AI, but acknowledges significant cost and regulatory issues in the US compared to China.

A critical infrastructure need for the United States, discussed in the context of supporting AI data centers and overall economic growth. The BBB bill's energy policy changes directly impact this.

The primary justification for the proposed TikTok ban, centered on the risk of the CCP accessing American user data or manipulating content to influence public opinion.

A significant economic trend discussed in the podcast, where the US dollar's value has fallen sharply against other major currencies, a potential consequence of the nation's debt and spending.

Grammarly
Organization

An AI writing assistant company that is expanding its suite of workplace tools through acquisitions, such as purchasing Superhuman.

Superhuman
Organization

An AI-powered email application that was recently acquired by Grammarly as part of a trend of consolidation in AI workplace tools.

The CEO and co-founder of Figma. He is leading the company through the protracted acquisition process with Adobe.

Figma
Organization

A collaborative web application for interface design that serves as a bellwether for the steep decline in high-multiple SaaS valuations.

Post-secondary education, which Shapiro argues has been overemphasized at the expense of vocational skills.