My second conversation with @jeremygiffon. His first episode became one of the most popular we've ever done.
Since then he's become a friend I talk to every day, so this is a taste of one of those conversations.
We discuss:
- The billion dollar PDF
- Why billionaires have become subservient to the "poaster" class
- The philosophers who secretly shaped Silicon Valley
- Lessons from the last 18 months in private markets
- East v. West coast finance
- Buffett + beating the market
- and much more
Enjoy!
0:00 Intro
5:50 The Billion Dollar PDF
11:31 Algorithms and Power Laws
20:28 Peak Guy
31:19 Opting Out of the Timeline
36:14 AI and White-Collar Jobs
43:31 The Next Era of Finance
53:56 The New Economics of Software
1:03:22 Underwriting Emerging Managers
1:18:17 Silicon Valley’s Hidden Philosophy
Its not that you have to choose between crypto and Ai, its that the smart people who’s curiosity lead them to crypto have all now been drawn to AI. These people joined a revolution that in turn made them rich, they did not participate in it just to become rich. it was a by product. Most people still in crypto are not participating in a revolution they are desperately trying to get rich.