Joe Lonsdale: American Optimist - Joe Lonsdale

Ep 101: Gov. Kevin Stitt — the Businessman Governor Standing Up to Special Interests Nov 15, 2024

What does political courage look like in action? What does it mean to stand up to special interests? And what are the fights we must take on — and win — to keep America free and prosperous?

I recently interviewed Oklahoma Governor Kevin Stitt at the Cicero Institute's 2024 Courage Awards, where we recognized him and other bold leaders from across the country for taking on cronyism and corruption in the face of great opposition. Stitt considers himself a businessman governor: he started Gateway Mortage with $1,000 and a computer before scaling it into a national company. He never sought public office before running for governor, and since he's taken charge, he's run it like a business: balancing budget shortfalls, streamlining permitting, and slashing regulations. More impressively, he's demonstrated real courage in standing up to powerful special interests, like the homelessness industrial complex, and others you might not expect, like the police union.

Learn how he succeeded in getting real help to the homeless and mentally ill, and why he vetoed a pension increase for police officers. Stitt also explains how woke nonsense and cronyism manifest even in a deep red state — and how to fight it; why politics shouldn't be a career profession; and how he succeeded in passing one of the boldest school choice programs in the nation. Oklahoma has become one of the nation's fastest-growing states under his leadership, and you'll see why.

00:00 Episode Intro

01:58 Entrepreneur to governor

05:29 Passing school choice

8:33 Taking on the homeless industrial complex

12:20 Vetoing police pension increase

15:45 Slashing regulations

19:05 Fixing the nursing shortfall / workforce readiness

22:13 Limiting the growth of government

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Ep 100: Why AI Is Underhyped with Elad Gil Nov 02, 2024

For Episode 100, we have a special conversation with Elad Gil, one of Silicon Valley's great thinkers, builders, and investors. Elad has been involved with many of the leading technology companies of the past 20 years — and likely the next 20 years. Learn how he's backed dozens of unicorns, why he thinks AI is underhyped, and where he sees investment opportunities amid this new wave of disruption.

An early leader at Google, Elad helped build the initial mobile team, before founding MixerLabs, which was acquired by Twitter in 2009. Elad stayed on as VP of Corporate Strategy and became a key "fixer" during Twitter's hypergrowth phase. Later, he co-founded Color Health, a genetic testing company specializing in cancer detection. Over the past decade, he's backed nearly 40 unicorns, including Airbnb, Coinbase, Figma, Instacart, and Stripe. He's also invested in Harvey, Mistral, Perplexity, Pika, and other leading AI startups.

In this episode, Elad takes us behind the scenes of the early days of Google and Twitter, and how Silicon Valley culture has evolved. He explains his three categories of exceptional founders and how he positioned himself to become one of the top angel investors. We also dive deep into AI, from the trajectory of LLMs to frameworks for investing in the AI value stack. Finally, we discuss AI's impact on education and the most exciting possibilities for the decade ahead.

00:00 Episode intro

01:16 Building Google’s mobile team

06:01 Early days at Twitter

11:37 Building Color Health

15:57 How he’s backed dozens of unicorns

21:52 How small clusters of talent change the world

25:20 Where are the young people in government?

27:25 Where are the young startup founders?

30:17 Why AI is underhyped

36:40 Will LLMs get exponentially better?

39:10 Investing in the AI value stack

41:33 AI and the future of education

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 99: The Myth of American Inequality with Senator Phil Gramm Oct 26, 2024

The rich are getting richer, the poor are getting poorer. The wealthiest among us don't pay their fair share in taxes. The American Dream is disappearing... Are these claims true? What data are they based upon? And does it stand up to scrutiny?

This week, we analyze the debate over income inequality and mobility in America with economist and former U.S. Senator Phil Gramm. In his book, "The Myth of American Inequality" (winner of the 2024 Hayek Prize), Gramm lays out the oft-cited data for widening inequality and exposes where it falls short. According to the U.S. Census Bureau, the top 20% of earners possess 16.7 times the income of the bottom 20%. However, Gramm reveals that this data excludes nearly all government transfer payments to the poor, like food stamps, and fails to subtract the high taxes paid by top earners. Adjusting for these factors, inequality drops from 16.7X to 4X!

Gramm also points out that benefits to the poor have increased from $9,700 per household in 1967 (adjusted for inflation) to nearly $50,000 today. He argues that we suffer, not from extreme inequality, but from welfare-driven equality that encourages huge numbers of low-and-middle income Americans to drop out of the workforce.

Senator Phil Gramm served in Washington D.C. for 25 years, first as a Congressman and later as a three-term Senator from Texas. He's an economist by training who taught at Texas A&M before entering public service. His book is a must-read for understanding the inequality debate, the truth about the super-rich, and the state of the American Dream.

00:00 Episode intro

03:32 Is inequality extreme and growing?

10:45 Elon Musk and the super-rich

16:19 Is Warren Buffet cheating the government?

22:55 Industrial Revolution — setting the record straight

29:35 Do billionaires pay their fair share?

33:40 Is the American Dream dying?

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 98: How Wokeness Foments Antisemitism; a Conversation with ADL's Jonathan Greenblatt Oct 18, 2024

Founded in 1913, the Anti-Defamation League has played an important role in protecting the Jewish community and fighting for civil rights. But in recent years, many believe it has lurched too Left and promoted content that ends up harming Jews. I sat down with its CEO, Jonathan Greenblatt, to discuss what the ADL has gotten right and debate where it's gone wrong.

Jonathan started his career in President Clinton's administration before finding success as an entrepreneur and later returning to the Obama White House. We don't align on politics, but we have mutual respect and I visited him at the White House during Obama's tenure to discuss policy issues. Many of the ADL's core activities are noble: report illegal threats against Jews, push back aggressively on anti-Semitism, and provide legal assistance for Jewish students harmed or threatened on college campuses. But recently, many on the Center and Right have taken serious issue with some of the ADL's actions, including its pressure campaigns against social media platforms and embrace of progressive politics that may be making Jews more vulnerable.

In our candid discussion, I challenged Greenblatt on ADL's Left-wing stances and its promotion of critical race theory and Ta-Nehisi Coates' earlier work. I was encouraged to hear about the ADL's aggressive actions against Harvard, Penn, and other institutions after October 7; his agreement that oppressor vs oppressed frameworks foment hate against Jews; and his call for regime change in Iran, not appeasement.

I’d like to see the ADL stop demonizing many on the Right and promoting woke nonsense on their site, distracting from its core purpose of fighting the actual enemies of Jews. But Jonathan and I agree that the ADL is an organization with a storied history and a valuable role to continue to play, especially given the pressing need to combat antisemitism today.

00:00 Episode Intro

02:15 Jonathan's background

05:14 ADL's History

08:39 Lessons from October 7

15:33 Have things improved on college campuses?

17:20 Iran funding antisemitism in the US

20:20 Has ADL gone hard Left? Does ADL teach CRT?

24:00 Will ADL stop promoting Ta-Nehisi Coates?

28:36 How wokeness causes antisemitism

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 97: Jimmy John Built a Restaurant Empire; Government Almost Destroyed It Oct 03, 2024

At 19 years old, Jimmy John Liautaud dropped out of college to start his own sandwich shop. He spent 10 years perfecting his first 10 stores, before franchising his model and scaling to nearly 3,000 Jimmy John's locations nationwide. Then the government almost destroyed it.

This week, we sit down with the billionaire sandwich king to discuss his remarkable journey, the impact of government policy, and the consequences of elections. We dive into the business model that made Jimmy John's a national success, and how the Department of Labor under President Obama changed the regulations, sued his stores, and eventually caused him to sell the business. He now encourages business leaders to stand up and speak out, and explains why he's backing President Trump in the upcoming election.

He shares a wealth of lessons learned, including the qualities he looks for in managers and how he can tell if a restaurant will succeed or fail by looking at the front door. Along with his personal success, he's also created hundreds of millionaires within the company, including many who started as sandwich makers, and he donates millions to wildlife preservation and scholarships for disadvantaged youth. Jimmy loves his country, his family, and his community; he's a true American success story and you'll see why.

00:00 Episode Intro01:40 The first Jimmy John's store05:05 How Jimmy scaled nationwide07:03 How government almost ruined his business13:17 Why every election matters18:39 Want to win? Nail the details21:10 Turning around failing stores23:59 Minimum wage & AI + robots29:49 Final advice for entrepreneurs

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 96: Harvard Economist Roland Fryer on the Truth Behind Police Shootings & Using Data to Supercharge Meritocracy Sep 20, 2024

Roland Fryer is a profile in courage; the Harvard economist follows the data where it leads, no matter the outcome. He studied the impact of paying kids for positive behaviors. He demonstrated how charter school best practices can transform even the worst public schools. And most controversially, he conducted a comprehensive study of police use of force, finding that racial discrimination exists at low levels of force but not in shootings. His colleagues at Harvard pressured him to shelve the study; he received death threats. Learn why he didn't cave and why says he would do it again tomorrow.

Roland is not only a leading public intellectual but also a builder. In 2020, he co-founded Sigma Squared, which uses data science and new AI tools to help employers find the best talent for the job, or as he says, supercharge meritocracy. His goal: bring HR into the AI age and take the hiring process from a well-educated guess to a precise science.

Roland's accomplishments are even more impressive considering his upbringing: his father went to prison and his mother walked out. Yet, he fell in love with economics and worked his way through college — including stints at McDonald's and Golden Corral — to become the youngest tenured black professor in Harvard's history! Roland personifies American optimism, and you'll see why.

Learn more about Roland's research and read his study on charter school best practices here.

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Ep 95: Navy SEAL & Saronic CEO Dino Mavrookas on the Race for Autonomous Ships and Naval Dominance Sep 12, 2024

The U.S. Navy dominated in World War II, not because we had the most advanced ships, but because our industrial capacity was unmatched. When we lost a ship in battle, we could instantly replace it with two or three new ones. Our enemies couldn't keep pace. But today, our shipbuilding is a shell of its former self. In 1943, we built over 18,000 ships. Last year, we built eight (and retired 12). China, on the other hand, is producing hundreds of ships and now boasts 250 times the U.S. shipbuilding capacity!

How can the U.S. Navy maintain deterrence? One answer is autonomous surface vehicles (ASVs) and harnessing new possibilities in AI to field and simultaneously coordinate hundreds or thousands of unmanned vessels. That's why Dino Mavrookas and his team are building Saronic Technologies — the leading ASV manufacturer. Saronic is the only company engineering the hardware, software, and AI to create modular platforms that can be produced economically at scale. They currently offer three classes of vehicles that can be fitted with various sensors and weapons (including the possibility of torpedoes!).

Dino believes the push into unmanned, attritable systems is our generation's space race. He served 11 years as a Navy SEAL with eight combat tours before working as a private equity technology investor. He partnered with 8VC through its Build program to launch Saronic in 2022, and it has quickly become one of the fastest-growing defense technology companies. Saronic recently closed a $175 million Series B, making it the newest defense unicorn. Its advisors include former admirals and other naval leaders, and did we mention it's being built right here in Austin, Texas!

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 94: A Conversation with Turnaround King & U.S. Commerce Secretary Wilbur Ross Aug 30, 2024

Wilbur Ross is one of the great turnaround artists in modern finance. Dubbed the "King of Bankruptcy," he restructured over $400 billion of assets, saving companies — and jobs — in distressed industries like steel, coal, and textiles. In 2016, he went to Washington as U.S. Commerce Secretary to take on a similar mission and defend American companies and workers in high-stakes trade negotiations, particularly with China.

We were privileged to host Wilbur for a conversation about his storied career and new book: “Risks and Returns: Creating Success in Business and Life." We began with his investment philosophy and how he reshaped Wall Street, including his close relationship with Mike Milken and the inception of leveraged buyouts. Wilbur also recalls going head-to-head with Donald Trump during the bankruptcy negotiations for the Taj Mahal Casino in Atlantic City, and explains how that interaction led him to become one of the first Wall Street leaders to support Trump's candidacy for president.

Next, we dive into his tenure as Commerce Secretary and the ongoing debates over U.S. trade policy. He shares his favorite Trump story — an early interaction with Chinese President Xi Jinping — as well as the accomplishments he's most proud of, like regulatory relief, and what he wishes the administration had done differently: act faster and more boldly! Wilbur is a patriot and leader we can all learn from, and hope you'll check out his new book.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 93: Cold War II & the Race for Technological Supremacy with CrowdStrike Co-Founder Dmitri Alperovitch Aug 22, 2024

He predicted Vladimir Putin would attack Ukraine months before it happened. Now he believes similar signals foreshadow China invading Taiwan. What similarities does he see? When and how would a Chinese incursion unfold? And what can the U.S. do to deter this conflict?This week, we're joined by Dmitri Alperovitch, co-founder of web security giant CrowdStrike, who departed the firm several years ago to focus on the intersection of technology, national security, and global competition as the Chairman of the Silverado Policy Accelerator. He's the author of an important new book: "World on the Brink: How America Can Beat China in the Race for the Twenty-First Century."

We begin with Dmitri's entrepreneurial journey, from building a multi-billion dollar cyber security firm to lessons learned on the front lines of Chinese and Russian cyber attacks. Next, we discuss Dmitri's new book, his Cold War II thesis, and the comparative strengths and weaknesses between China and the U.S. He lays out Putin's rationale for attacking Ukraine and the similarities he sees with Xi Jinping and Taiwan — and even predicts the date China might invade! Finally, he explains the four key technologies where the U.S. must remain ahead of China to prevent a Cold War from turning hot.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 92: High-Power Microwave & the Rise of Electronic Shields with Epirus CEO Andy Lowery Aug 16, 2024

Electronic shields are iconic elements of Star Trek, Star Wars, and other great American sci-fi. Once a fantasy, we are now building versions of these in real life! And they're a vital solution to a new type of threat confounding our legacy defense industry.

This real-life force field alternative is called directed high-power microwave (HPM), and it's an answer to drone swarms and the proliferation of autonomous, attritable threats. Founded out of 8VC Build in 2018, Epirus is building the world's most advanced HPM systems, capable of disabling hordes of drones and other electronic devices up to miles away — and it only costs pennies to fire! This week, we talk with Epirus CEO Andy Lowery about the science behind HPM and why the Army, Navy, Marines, Air Force, and Space Force are all pursuing Epirus' technology.

We begin with the changing nature of warfare and why harnessing — and defending against — autonomous, attributable systems is essential for any future conflict. Next, we dive into HPM technology and its myriad applications, from taking out drones, missiles, boats, and other vehicles to defending satellites in space. We also discuss the rise of "neo-primes" like SpaceX, Palantir, and Anduril and a new model for getting the best technology into the hands of our warfighters as quickly as possible. Finally, we discuss the importance of fusing Silicon Valley's AI and big data expertise with the U.S. defense-industrial base's advanced hardware experience in order to maintain our technological advantages over China and other adversaries.

Learn more about Epirus’ approach to electronic warfare, and follow Epirus on Social: YouTube, LinkedIn, X

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 91: "I whooped his ass!" Legendary Investor & Home Depot Founder Ken Langone on Leadership, Courage & Defeating the Bad Guys Jul 03, 2024

Ken Langone's father was a plumber and his mother a cafeteria worker — neither made it past 8th grade — yet Ken became a multi-billionaire investor, builder, and philanthropist. And he did so as an outspoken patriot, defender of capitalism, and man of honor, famously taking on one of the most corrupt politicians of our time — and winning!

In our conversation, we begin with Ken's investment philosophy, including how he became the largest shareholder in Eli Lilly. Next, we dive into leadership lessons and how he co-founded and grew Home Depot into an American icon valued at over $400 billion. But Ken is most proud of the fact that 3,000 associates who began pushing carts in the parking lot have gone on to become multi-millionaires within the company — a feat only possible under capitalism he says.

In the 2000s, Ken had a front-page showdown with then-NY Attorney General Eliot Spitzer. Most of the Wall Street bigwigs in Spitzer's crosshairs cowered and ran, but not Ken. He fought back and won, exposing Spitzer's abuse of power. Ken hilariously recounts his epic battles and demonstrates the importance of fighting for justice and defending the honor of your colleagues, no matter the cost.

Finally, we discuss the impact of Ken's prolific philanthropy, such as his recent $200 million donation to help make NYU Medical School tuition-free. For decades, he's also been a leader in education reform, including one of the greatest urban success stories: Harlem Children's Zone. They have proven that kids from the most difficult areas and family backgrounds can succeed, and have revealed the failings of the teachers' unions and education establishment.

I'm fortunate to call Ken a friend and mentor. There will never be another quite like him, but we should do our best to follow his lead!

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 90: Ethan Penner on Choosing Greatness & Pioneering New Markets on Wall Street May 23, 2024

Is greatness a choice? If so, why doesn't everyone choose greatness? And more broadly, what are the prerequisites for a great society?

This week, I'm joined by Ethan Penner, author of the new book "Greatness Is a Choice" and one of the most influential figures in modern real estate. In his early 30s, Ethan pioneered the creation of commercial mortgage-backed securities and helped build a new market at a critical moment in history. We discuss his journey from the streets of Yonkers to the heights of Wall Street and what he learned from industry greats like Sam Zell.

Ethan is also a student of history, religion, and philosophy who cares deeply about advancing freedom and helping others find purpose in life. His new book argues that most people misunderstand greatness and equate it to the top one percent of society. Rather, he believes that greatness is a daily decision to choose excellence, and by deliberately choosing excellence we can bring newfound meaning and fulfillment to our daily lives. Through concise and pointed chapters, like "The Debilitating Effects of the Victim Mentality" and “Equality Is Not the Point," Ethan diagnoses where our modern culture has gone awry and offers an antidote that can inspire us all to pursue greatness.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 89: Coleman Hughes on "The End of Race Politics" & the Worst Ideas Done in the Name of Diversity May 16, 2024

At Columbia University's freshman orientation, Coleman Hughes and his classmates were separated into groups by skin color to discuss the effects of racism, with minorities portrayed as victims and white students as beneficiaries. Why have exercises like this become commonplace in elite institutions? How did this neo-racism take hold? And what are the counter-arguments and better approaches to race and diversity?

These questions are at the heart of Coleman's new book: "The End of Race Politics: Arguments for a Colorblind America." A talented, rising public intellectual, Coleman was one of the first courageous voices pushing back against the "anti-racist" pablum popularized by Ibram Kendi and Robin DiAngelo. He's a contributor to The Free Press, analyst at CNN, and host of the popular podcast "Conversations with Coleman."

In this episode, Coleman argues for a return to colorblindness and the ethics of MLK — not that we pretend we can't see race, but that we strive to move beyond it and focus on character, culture, and merit instead. He makes the case that socioeconomic factors, not race, are more accurate proxies for helping the most disadvantaged in society, and our public policy should be oriented as such. He also exposes the lazy thinking and platitudes that permeate conversations about race, along with some of the worst ideas done in the name of diversity, such as rejecting standardized tests. Finally, we discuss a better way to acknowledge America's past sins while moving forward in a way that unites our country.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 88: A Conversation with MLK's Attorney & Speechwriter: Dr. Clarence Jones May 10, 2024

Dr. Clarence Jones is a giant of the civil rights movement. As the personal attorney and speechwriter for Dr. Martin Luther King Jr., he risked everything to help save the soul of America, including smuggling scraps of papers in and out of Birmingham prison that would become Dr. King's Letter from Birmingham Jail. In fact, Dr. Jones never thought he'd live to see the age of 50.

Today, he's 93 years old, and one of the last living civil rights icons. In this episode, we trace the journey of an American hero — the son of domestic servants who became valedictorian of his high school and studied at Juilliard before becoming a successful entertainment lawyer. That is until Dr. King showed up at his California home asking for legal assistance. After initially turning him away, he went to hear Dr. King preach, and his life — and the direction of our country — changed forever.

We discuss the key moments in his fight for justice, the significance of the black-Jewish alliance, and the legacy of Dr. King, including his thoughts on today's debate over DEI, Critical Race Theory, and colorblindness. He also shares his powerful approach to radical non-violence and his advice for young people today: pursue excellence. Dr. Jones has lived an extraordinary life, and his wisdom on issues of race should be heeded over many of the voices in popular culture today.

SHOW NOTES:

Dr. Jones was recently awarded the Presidential Medal of Freedom, the Nation's highest civilian honor.

Last year, Dr. Jones released his memoir, "Last of the Lions."

Learn more about Dr. Jones' work through his foundation and as Chair of the Spill the Honey Foundation, which continues the legacy of the Black-Jewish Alliance.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 87: Dr. Cliff Winston — Deregulate Lawyers, Deregulate Airlines, and Let Markets Correct Themselves May 02, 2024

Are government programs and interventions superior to market corrections? According to Dr. Cliff Winston, the evidence to support such a claim doesn’t exist. Many economists obsess over market failures but seldom point the microscope in the direction of government, despite its many failures. And worse, the bureaucracy doesn't hold itself accountable.

This week, we examine some of the flaws of modern economic theories with Dr. Winston, a microeconomist and Senior Fellow at the Brookings Institution, with a B.A. and Ph.D. in economics from UC Berkeley, and Masters from the London School of Economics. He is the author of numerous books and papers, including, most recently, “Indispensable: Market corrections in a U.S. economy beset by government failures.”

From antitrust to welfare programs and tax incentives, most Americans assume government interventions are preferable to allowing the market to correct itself, but as Cliff explains, we don't have scholarly evidence to back that up. He explains why we need government retrospectives and more widespread experiments to test what does or doesn't work. When has government been effective? Ironically, Cliff says, when it gets out of the way: deregulation. We talk about the benefits of airline deregulation, for example, and Cliff makes the case for deregulating the legal profession and other areas that require occupational licensure. Finally, we discuss scenarios where government involvement could be beneficial, such as setting adoption standards for autonomous vehicles.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 86: How to Design a STEM Curriculum for the 21st Century with Dr. David Ruth Apr 25, 2024

STEM (science, technology, engineering & math) education is the backbone of the innovation economy. Yet at many schools, it's become stodgy and irrelevant to solving real-world problems. Not surprisingly, many of the best minds forgo college or drop out. What would it look like to design a STEM program that is inspiring, cutting-edge, and grounded in timeless truths? And how do you educate the next generation of great entrepreneurs who are also citizens of virtue?

This week, we discuss a better model for STEM with Dr. David Ruth, Dean of the Center for STEM at the University of Austin (UATX). Dr. Ruth is a retired U.S. Navy Captain who worked on a nuclear attack submarine, an aircraft carrier, and as a war planner in Asia, before teaching advanced mathematics at the U.S. Naval Academy for 13 years.

In this episode, Dr. Ruth lays out UATX's approach to 21st-century STEM: a curriculum that balances first principles with practical application and unparalleled industry engagement. (We're already partnering with The Boring Company and other leading companies in Texas!) Many STEM programs bog down students in unnecessary tasks; UATX is taking a different approach with "computation-enabled thinking" that combines what humans do best (abstracting, modeling, and interpreting) with what computers do best (computation). We also discuss how to safeguard science and math from identity politics, and the importance of making STEM exciting and challenging through innovative games and challenges. If you're a student pursuing a STEM education, we hope you'll check out what we're building at UATX.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 85: The Path to Regime Change in Iran with Crown Prince Reza Pahlavi Apr 18, 2024

In 1979, Crown Prince of Iran Reza Pahlavi was attending fighter pilot school in Lubbock, Texas when the Islamic Revolution overthrew his father's reign. A radical theocracy seized power and began extinguishing freedoms, persecuting minorities, and taking a pro-Western Iran back to the Middle Ages. Since then, the Crown Prince has lived in exile as a leading voice for a secular and democratic Iran. What is his view of the Revolution? Why does he believe regime change is possible today? And how should the U.S. and the West deal with Iran?

Given Iran's recent attack on Israel, we get a rare and timely perspective on the power dynamics within Iran and why the current regime is more fragile than we realize. The Crown Prince paints a picture of his homeland pre-and-post Revolution, and explains why many governments misunderstand the fanatical leadership of Iran. He lays out his strategy of "maximum support" and how combining sanctions and external pressure with internal support, such as internet access and financial resources for protestors, could someday topple the regime. And if it does, he details a post-regime strategy to transition the government toward a secular democracy. We also discuss the longstanding history between the Persian and Jewish people, and how, with the right leadership, the region could once again become dynamic and prosperous.

[NOTE: this conversation was recorded shortly before Iran launched hundreds of missiles and drones at Israel.]

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 84: Sri Ganesan on Freshworks' Big Win, Building Rocketlane & India's Tech Boom Apr 11, 2024

India’s tech ecosystem has hit an indisputable inflection point in recent years. For decades, American corporations outsourced basic services to India, while India outsourced its top talent to Silicon Valley. But today, India’s tech economy boasts homegrown software giants and a flourishing startup scene.

This week, we get a front-row look into India’s startup evolution with one of its top talents: Sri Ganesan, Founder and CEO of Rocketlane. His first company, Konotor, was acquired into Freshworks, which went public in 2021 for $10 billion and became one of India's biggest wins. Now, Sri is building Rocketlane into a leading solution for SaaS deployment and professional services automation, with teams in the U.S. and India. By combining American know-how with Indian talent, Rocketlane represents an important dynamic for the future of tech and expanding key partnerships around the world.

In this episode, we dive into the lessons learned from Freshworks's success and how it paved the way for greater entrepreneurial risk within India. We also explore Sri's journey in scaling Rocketlane, from finding product-market fit to positioning the company to take advantage of the AI wave. We discuss what India’s rise to become one of the world's most important economies means for the future of tech and global talent distribution, along with the cultural differences between India and the US, and what it's like building on two continents simultaneously. Finally, Sri guides us through the various tech hubs in India, from Mumbai to Bangalore and Chennai, even down to his favorite restaurant and must-visit destinations for anyone heading to India soon.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 83: A New Cancer Breakthrough with Ivan Dimov of Orca Bio Apr 05, 2024

Every year, more than 20,000 Americans receive a bone marrow transplant — a Nobel prize-winning procedure that saves many lives but also carries great risk. For leukemia patients, it's a choice of last resort, as nearly 20% die from the transplant. Ivan Dimov, co-founder & CEO of Orca Bio, and his team have created a novel cell therapy alternative that has already saved over 400 lives in clinical trials with virtually zero rejection!This week, we dive into Ivan's journey, the science behind Orca's cancer breakthrough, and the potential of cell therapies to cure a host of other diseases. By discovering new, high-precision methods to manipulate cells, Orca is able to provide leukemia patients with a designer immune system that attacks the cancer while nearly eliminating rejection. By safely rebooting the immune system, Ivan and his team believe Orca also has the potential to cure autoimmune diseases like Crohn’s disease and multiple sclerosis, and impact the lives of millions of Americans.Orca is currently seeking the first-ever FDA approval in this space, and since it's a unique one-time curative therapy, they are also commercializing the drug in-house — a rare move in biopharma. Ivan walks us through the path to bringing Orca's products to market, from collaborating with regulators to negotiating with insurance companies and scaling up its manufacturing. Though many challenges remain, you'll see why we're incredibly bullish on Ivan's leadership and Orca's potential to transform the future of medicine.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 82: Whitney Baker's Masterclass on Macro Investing & the State of the Economy Mar 21, 2024

What are the forces behind the scenes that drive financial markets? How do bubbles form — and are we in one now? What do the world's best investors understand and how do they consistently come out ahead?

This week we dive into global finance with one of the sharpest minds in macro investing: Whitney Baker, Founder and Chief Investment Officer of Totem Macro. Whitney previously worked at two of the world's leading investment firms, first in global macro & long/short strategies at Soros Fund Management and most recently as the Head of Emerging Markets at Bridgewater Associates.

In this episode, Whitney lays out the principles behind macro investing and how credit flows, borrowing cycles, and monetary policy drive global finance. She traces our current-day situation back to the 1970s when President Nixon ditched the gold standard and opened trade with China. She explains how a new age of deficit spending combined with China entering the U.S. bond market paved the way for the dot com bubble, and ultimately where we are today. Whitney makes the case that inflation isn't going away soon and believes the Federal Reserve's actions over the past few decades have exacerbated inequality in America. Yet, despite these headwinds, Whitney believes technological progress can sustain the U.S. through these challenging times, so long as we set the right conditions for our best entrepreneurs to succeed.

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Ep 81: How Palantir Star Tyler Scriven Is Helping Small Businesses Compete Against Amazon Mar 14, 2024

U.S. e-commerce sales eclipsed $1 trillion last year and are expected to double or triple over the next decade. As online demand increases, how can small businesses compete with retail giants like Amazon and Walmart? What capabilities do they need? And can a new model help level the playing field?

This week, we explore the future of logistics and e-commerce with Tyler Scriven, co-founder and CEO of Saltbox. Tyler was a star talent at Palantir for many years (his first job title was "Predictor and Crusher" on account of his ability to eliminate operational challenges) before applying his learnings to help entrepreneurs nationwide. He identified a key gap in the market: small businesses have great software tools, but need help in the physical world with supply chain and logistics to compete against large retailers with scale advantages. With a dozen locations in major metropolitan areas, Saltbox provides a unique co-warehousing model to elevate storage and shipping capabilities.

In this episode, we discuss Tyler's most important lessons from Palantir and how to cultivate a mission-driven culture. We cover his entrepreneurial journey from Palantir to acquiring his own small business and discovering the logistical shortcomings that Saltbox is designed to solve. We also talk leadership lessons and Tyler's compelling perspective on "courage for normal people."

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 80: Leonard Leo's Winning Strategy to Rebuild Institutions, Accelerate Innovation, and Save Our Country Mar 08, 2024

Leonard Leo is one of the most effective agents of legal and cultural change in America today. What's his playbook? How can we apply it to other broken areas of society? And why should the technology world be especially interested in his work?

In the mid-20th century, the U.S. judicial system took a sharp left turn, resulting in hyper-politicized courts, runaway bureaucracies, and many other distortions of our Constitutional system. Through his leadership of the Federalist Society, Leonard has led the charge to repair these broken institutions and, in the process, built arguably the most powerful legal network in the nation. He's been instrumental in the most important judicial elections and nominations of the past few decades.

Leonard's wisdom is especially relevant for my friends in the effective accelerationism (e/acc) movement — or anyone who values technological progress. Standing athwart innovation is the ever-expanding administrative state, and Leonard has spent decades fighting to rightsize government and restore the separation of powers. He explains why property rights, limited government, and decentralized power are the bulwark of innovation, and why technologists must also join the effort to rein in the regulatory state and defend these sacred Constitutional principles.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 79: Bjorn Lomborg and the 12 Best Policies to Help the World Feb 29, 2024

What are the single most effective policies for helping the world's poor? And what are we doing right now that's ineffective and should be stopped? The answers may surprise you.

In his latest book "Best Things First," Bjorn Lomborg reveals the 12 best solutions to address the most pressing global challenges. He gathered the world's top economists to analyze the policies that would do the most good for the least amount of money. It turns out the United Nations and others are getting it wrong — climate policies didn't make Bjorn's list!

In 2015, the UN released its Sustainable Development Goals — a mere 169 promises to achieve by 2030! Yet as Bjorn explains, these are largely virtue signaling or ineffective vows the UN will never make good on. Instead of overpromising or obsessing over climate change, Bjorn says the evidence points to 12 clear and measurable policy solutions: eliminating tuberculosis, investing in education the right way, and establishing clear land rights, to name a few.

Bjorn is the Founder and Director of the Copenhagen Consensus think tank and one of the world's most influential writers and thinkers. He's made a career challenging misguided narratives, especially on environmental issues, while fighting to restore sanity and fact-based policymaking. His arguments are a direct challenge to the alarmism and doomerism surrounding us today, which is why YouTube and others try to censor him!

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Ep 78: Emil Michael — the Master Dealmaker Behind Uber's Global Dominance Feb 14, 2024

By the summer of 2012, ride-sharing had arrived: Uber launched its everyman product, UberX, and Lyft debuted hot on its heels. Today, Lyft's market cap hovers around $5 billion while Uber's is north of $140 billion. How did Uber explode to global dominance? What was different about its culture? And how did it take on taxi cartels around the world and win?

This week, we go behind the scenes with Emil Michael, one of Silicon Valley's great operators and dealmakers. As the former Chief Business Officer, Emil helped Uber raise a record $15 billion in two years and led its expansion into the most difficult markets, including China, Russia, Saudi Arabia, and Italy. (Yes, Italy.) Emil recounts his biggest wins and toughest challenges, including how the Italian mafia threatened to kill Uber employees and why to this day ride-sharing is almost nonexistent in Italy.

Emil immigrated with his family to the U.S. from Egypt as a young child, and his success and character epitomize the American Dream. He graduated from Harvard, received his J.D. from Stanford Law, and began his entrepreneurial journey at TellMe, an early speech recognition company. He quickly became known for his dealmaking skills, including transforming a $300 million acquisition offer into a $800 million deal with Steve Ballmer and Microsoft. After TellMe, he served as a White House fellow at the Pentagon and spent time in Iraq and Afghanistan, before later joining Uber. We dive into his unique approach to high-stakes negotiations and lessons learned from his distinguished career.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 77: Mike Solana on Exposing Government Corruption, Saving San Francisco, and Building a New Media Empire Feb 08, 2024

Can investigative journalism prevail over sensational clickbait? Is it time to give up on San Francisco? Is the First Amendment sufficient to prevent the government from colluding with, or forcing, Big Tech to censor speech? This week, join us for a one-of-a-kind conversation with Mike Solana, Chief Marketing Officer at Founders Fund and Founder of Pirate Wires, one of the fastest-growing and most influential new media companies. Mike is a must-follow on X for his wit and unique insights, but also for the work he's doing to expose corruption and revive investigative reporting. Pirate Wires recently revealed how San Francisco taxpayers are being forced to fund the protests that shut down the Bay Bridge! We begin our discussion with the broken state of media, and why Mike believes a subscription model is the path to building a successful media outlet that isn't beholden to clickbait. Next, we discuss whether SF can be saved from the far Left and why we need better elites who don't blindly fund radical non-profits. We also cover several of Mike's seminal pieces of writing: the future of free speech when the government and Big Tech create a decentralized censorship regime, and how to revive our country's ability to build great, inspiring works. Can we restore competence in government or should we turn our energy and attention elsewhere? We discuss!

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 76: Accelerate or Die! Guillaume Verdon and the e/acc Movement Jan 31, 2024

What is e/acc (effective accelerationism) and why is it going viral among tech's elite? Who are the leaders behind this movement and what are their ambitions?

This week, we explore e/acc with one of its pioneers, Guillaume Verdon (aka @BasedBeffJezos), a theoretical physicist at the cutting edge of quantum computing and AI. Guillaume worked under Sergey Brin as the quantum deep learning lead at Google X before launching a thermal computing startup called Extropic. He started e/acc as a cultural counterforce to the degrowth and doomer movements that sow distrust of technology and seek to undermine the advancement of artificial intelligence and other emerging innovations.

Fifty years ago, sci-fi was some of the most inspiring art in America. It's no coincidence that it preceded the birth of the space and digital ages — the stories and narratives we tell ourselves as a society are the ones we tend to work toward. Not surprisingly, as sci-fi took a dystopian turn in recent decades, society's view of technology and progress soured as well. E/acc is the antidote; it aims to inspire a cultural, then technological, renaissance in the West. While e/acc has gained popularity through viral memes on social media, it's also a cohesive framework designed to apply to the modern world. In this episode, we discuss the first principles behind e/acc, steelman the arguments against it, and explore how it's compatible with religion and other ethical frameworks. This is an important movement that resonates with us at American Optimist.

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Ep 75: Leadership Lessons with Intuit Founder & Silicon Valley Legend Scott Cook Dec 20, 2023

Who should be in charge of the culture of a company? How do you maintain a spirit of innovation as an organization scales? How can executives be transparent about their shortcomings while also improving as leaders?

Scott Cook, the founder and former CEO of Intuit, has navigated these challenges himself while mentoring hundreds of other leaders on how to do the same. Scott is a legend of Silicon Valley. In 1983, he founded Intuit and pioneered consumer finance software, first with Quicken and later TurboTax, Quickbooks, and other products that quickly became household names.

During the 8VC Leadership Summit, I sat down with Scott to discuss some of his most important lessons learned and advice to CEOs and founders. He begins with the responsibility of the CEO to set the company culture, and why leadership doesn't get to play by a different set of rules than its employees. He also explains how success can make organizations slow and stupid, and how to fight the forces of inertia. One way is by orienting decision-making around experimentation, not opinion or status, and he illustrates how Intuit learned to adopt this mindset. Finally, he advises CEOs to advertise their failures, not bury them, and seek out accountability and outside scrutiny from coaches and advisors.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 74: A Turning Point in Higher Education with Pano Kanelos & Niall Ferguson Dec 13, 2023

In the wake of October 7, the decadence and rot of our legacy universities have been on full display. We've seen feckless leadership from college presidents, moral cowardice from faculty, and, as a result, shocking displays of anti-Semitism unchallenged on campus. It's time to build anew.

That's why we founded the University of Austin — America's first new top university in almost a century. And we are now accepting students for our inaugural class in the fall of 2024! In this episode, three of UATX's founders — myself, UATX President Pano Kanelos, and world-renowned historian Niall Ferguson — discuss this critical moment for UATX, and the nation. We dive into what sets UATX apart: a constitution that safeguards freedom of inquiry and expression; a curriculum that combines the intellectual foundations of Western Civilization with real-world applications; and a faculty and support network made up of the world's leading scholars, writers, entrepreneurs, and builders.

As Niall and Pano explain, we're training the Navy SEALs of the mind — the next generation of leaders who can reason, debate, build, and restore our republic to greatness. Right now, we're looking for our first 100 students. If you're a maverick and have what it takes to help us forge a new path in higher education, we encourage you to apply.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 73: How Candid Health Is Fixing the $280B Healthcare Billing Fiasco, With Lessons from Palantir Dec 07, 2023

The U.S. spends $280 billion annually on healthcare billing! It's an irrationally complex and outdated system in which most claims are adjudicated manually, resulting in massive inefficiencies and bogus claim rejections. Why is it so broken? How do we fix it? And what would healthcare look like if it functioned properly?

That's what I discuss with Nick Perry and Doug Proctor, co-founder & CEO and COO of Candid Health, respectively. Two talented Palantir alumni, Nick and Doug represent a trend I'm watching closely: leading technologists with a top culture, the right software, and new breakthroughs in machine learning taking on the most broken areas of our economy.

In this episode, they explain the origins of Candid and how they first learned the billing process by hand in order to build the information architecture necessary to process myriad types of claims with extremely low denial rates. At scale, Nick & Doug envision Candid as Stripe or Shopify for healthcare: the infrastructure layer that automates revenue cycle management and dramatically lowers the barrier to entry for new healthcare startups. And if we ever want the U.S. to move from its broken fee-for-service model to value-based care, we'll need platforms like Candid to enable that shift — another reason I'm bullish on Candid and the leaders behind it.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 72: Illegal Chinese Bio Labs & Secret Police in the U.S.; Investigating the CCP with Congressman Mike Gallagher Nov 30, 2023

Secret police groups, illegal bio labs, and large-scale influence operations — China is engaged in these activities inside the United States today. How should we respond? Is economic divorce the answer? And are we destined for conflict, or is there a path toward peace and mutual prosperity?

We discuss these pressing issues with Rep. Mike Gallagher, Congressman for Wisconsin's 8th District and Chairman of the House Select Committee on the Chinese Communist Party (CCP). A distinguished warrior-scholar, Chairman Gallagher served in the Marines and deployed to Iraq, earned two Master's degrees and a Ph.D., and now leads one of the most consequential committees in Congress.

In this episode, he details some of the CCP's most nefarious activities within the U.S., and our government’s inadequate responses. We discuss the right strategy for addressing the CCP, including when and where economic decoupling makes sense. Chairman Gallagher also provides an update on new legislative efforts he believes will finally succeed at forcing a sale of TikTok, and he explains why China's economic woes and looming demographic crisis might make Xi Jinping more likely to take aggressive action. If you want to understand the extent of the CCP's malign actions and influence campaigns, follow the bipartisan work of Chairman Gallagher's committee.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 71: Reinventing Community College with Tade Oyerinde, Chancellor of Campus Nov 23, 2023

Ten million students attend community college annually, but only 30% ever graduate! It's a massive economic loss to students and society. What if a new model could drastically increase completion rates while maintaining a high-quality education, and leave students with zero debt? That's what Tade Oyerinde is aiming to build with Campus, a new way to conduct community college.

His approach is two-pronged: improve quality and increase completion rates. First, Campus is pioneering a gig economy for top adjunct professors. Recognizing that adjuncts at elite universities are often underpaid and drowning in debt, Campus offers them the opportunity to teach part-time online — a win for adjuncts and students alike. Next, they surround students with support designed to reduce attrition: tuition includes a laptop, wifi, and a personal coach, all at a cost less than the annual Pell Grant (currently $7,495). Campus also recently acquired a brick-and-mortar school in Sacramento that offers hands-on skills training for in-demand career tracks, such as medical coding and cosmetology.

Instead of taking on large sums of debt to attend mediocre private schools, Tade believes community college is the smarter path for most students, and hopes Campus will be at the forefront of a new era in higher education. But it won't be easy. Learn about his journey to reinvent one of America's most entrenched and misaligned sectors.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 70: "The Geek Way" — Andrew McAfee's New Book on the Radical Mindset that Transformed the World Nov 15, 2023

In the last generation, the U.S. technology sector created many of the most valuable companies in the world. Has Silicon Valley figured out a better way to build and scale a business? How did this cohort of outsiders — “geeks” — create cultures that continually redefine the limits of science and technology? And how can others, especially our government, learn from the very best organizations?

These are the questions at the heart of best-selling author Andrew McAfee's new book "The Geek Way: The Radical Mindset that Drives Extraordinary Results." A principal research scientist at MIT, Andrew explores the geek mindset — an obsessive maverick, as he defines it — and explains how geeks developed a new management philosophy that permeates Amazon, Apple, SpaceX, Palantir, and other pioneering organizations. He breaks it down into four norms: speed, science, ownership, and openness, and details the principles behind each.

He also explains why even the most successful companies are vulnerable to bureaucracy and sclerosis, and that human nature and status-seeking have something to do with it. Instead of fighting it, he describes how geeks have figured out a better way to align these innate tendencies with the mission of the company. I've bought copies of this book for all our CEOs, and hope you'll check it out too!

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 69: How a Builder Mindset Is Solving the World's Ocean Trash Problem; Boyan Slat & The Ocean Cleanup Nov 08, 2023

We've all seen the images — garbage patches twice the size of Texas accumulating in the Pacific Ocean. Yet nothing was being done, despite billions of dollars a year spent on environmental lawyers and bureaucrats. That is until a young engineer from Holland set out to do what bureaucrats couldn't — clean up the Great Pacific Garbage Patch and stem the flow of plastic into the oceans.

Boyan Slat is the Founder and CEO of The Ocean Cleanup, the most effective organization ever built to rid the oceans of pollution. They're already cleaning up an average of 750kg of trash each hour this year, and Boyan estimates their latest technology will eliminate the Great Pacific Garbage Patch within 10 years! Moreover, Boyan and his team have also identified the top polluting rivers in the world and are building interceptors to prevent pollution from reaching the seas in the first place — all for a tiny fraction of other environmental spend.

But it hasn't been easy. Boyan explains how they overcame numerous engineering challenges, as well as intense criticism and cynicism from media and activists hoping they would fail. Boyan's inspiring journey reflects the power of an innovation mindset, and the ability of a small group of highly-motivated builders to achieve what an entire class of experts and bureaucrats couldn't. I'm a supporter of Boyan's work and hope you'll consider supporting him as well.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 68: How to Generate Alpha in Volatile Markets with Jacob Miller of Opto Investments Nov 02, 2023

Will high interest rates and inflation be the norm for the foreseeable future? Are we living through a 1970s redux? How should investors navigate these uncertain times?

We discuss the volatile financial markets with Jacob Miller, co-founder of Opto Investments [an 8VC Build company] and head of its Advisory Practice. Jacob studied economics and classics at the University of Chicago and cut his teeth at Bridgewater Capital, the world's largest hedge fund. In this episode, he draws on historical parallels to explain why the U.S. is heading into a long-term debt cycle similar to the late 1970s, and why a prolonged period of readjustment is more likely than a major crash.

He discusses the challenges investors face in the coming years, and why it's vital to find differentiated investments that can generate alpha. One area of opportunity is the private markets, but they have been historically difficult to access and navigate. Jacob explains how Opto is equipping wealth managers with a new tech-enabled platform to understand and invest in these markets with confidence.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 67: Brad Gerstner on the AI Supercycle & Restoring Faith in Capitalism with Invest America Oct 25, 2023

Nearly half of all Americans don't have investment accounts. Financial literacy is the exception, not the norm, in most households. Is it no wonder that so many young Americans distrust capitalism and misunderstand wealth creation?‍Brad Gerstner is stepping up with a solution: a legislative program called Invest America that would create an investment account seeded with $1,000 from the Treasury Department for each of the 3.7 million children born every year in the U.S. His aim is to educate the next generation on the merits of free markets and give every child a financial upside in American innovation. With nominal recurring contributions starting at birth, a child turning 30 today would have over $250,000 in an Invest America account!Brad is the Founder and CEO of Altimeter Capital, a firm he grew from less than $3 million in 2008 to billions of dollars in assets under management today. A leading voice in Silicon Valley, Brad is a four-time founder with a knack for identifying major trends early, from Booking.com, Zillow, and Uber to Snowflake and Mongo. In this episode, he provides his macro outlook on the economy and explains why he believes AI is the next big supercycle but also why being early in a cycle isn't always the right play.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

A Missing Israeli Soldier & the Truth About Hamas Oct 13, 2023

On the morning of October 7, Roni Eshel was stationed at a military base in Nahal Oz, not far from Gaza. The 19-year-old soldier was serving her second year of service in the Israel Defense Forces when Hamas stormed the base and set fire to the compound. Some soldiers escaped, some were killed, but Roni has not been found. Her family is desperately searching for her and fears the worst. Her uncle Elad Levy is speaking out in hopes of locating Roni and bringing awareness to the atrocities committed by Hamas. In recent days, we’ve seen shocking displays of pro-Hamas statements and demonstrations from student groups at "elite" universities, while many in the media cowardly display moral equivalence and fail to speak the truth about Hamas’ unspeakable actions. Elad hopes that out of this darkness comes a new moral clarity that will unite the free world behind Israel and make clear that Hamas will meet the same fate as the Nazis and ISIS: complete destruction.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 66: Bob McGrew — the Superstar Palantir Alum Leading OpenAI's Transformative Research Projects Aug 18, 2023

Bob McGrew is at the epicenter of the AI revolution. As the VP of Research at OpenAI, he's instrumental in breakthroughs that are reshaping the world, from building GPT models and launching ChatGPT to overseeing the Dall-E project. How was GPT-4 trained and what will GPT-5 look like? Why does ChatGPT respond with certain biases and how do they correct for that? What breakthrough led Bob to believe AGI could be achievable?

Bob and I were in Phi Psi together at Stanford and both interned at PayPal in its early days. We hired Bob as the second engineer at Palantir, where he built and shipped the first products for the intelligence community and went on to lead engineering and help run the company. Bob joined OpenAI part-time in 2016 and full-time in 2017, where he's been at the forefront of AI innovation. In this episode, we discuss the early days of Palantir, how he knew AI's moment had arrived, and the most important research projects underway at OpenAI. We also look ahead to what GPT-8 could unlock for humanity and what's needed for Large Language Models to move beyond mimicking humans to higher forms of intelligence and creativity.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 65: Marc Andreessen and the Case for AI Optimism Jul 18, 2023

What's the best optimistic case for AI? Could AI actually save the world? What do the AI doomsayers get wrong?

We dive deep into the AI debate with Marc Andreessen, cofounder and general partner at Andreessen Horowitz, for a special conversation held during the 2023 University of Austin Forbidden Courses. We explore Marc's recent essay and why he believes AI could improve productivity, reduce human drudgery, and allow us to spend more time creating art or music, investing in relationships, and doing things that make us more human. Marc challenges the popular narratives on machine learning — why do we assume superintelligence will turn evil, for example? — and applies lessons from history to make a powerful case for embracing the AI age.

However, his optimism is tempered by the realities of politics, and we debate whether it's the fault of the citizenry or special interests for stymieing innovation and progress. We also discuss how philosophical frameworks, like the precautionary principle, have been used to inhibit progress, and why, sometimes, it takes great leaders creating exponentially better products or policies to overcome the status quo. Finally, we field a variety of smart and fun questions from students on AI, politics, and venture capital.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 64: The Palantir Interview with Dr. Alex Karp Jul 14, 2023

Over the past two decades, Palantir has prevented a large number of terrorist attacks, deployed the most advanced civil liberties data infrastructure throughout Western countries, and changed the course of history. Today, its technology is most evident on the battlefield in Ukraine, where its software has provided the Ukrainians a devastating advantage over Russian forces. And now, Palantir is quickly becoming the leading AI platform in the world for large organizations.

How did a small startup overcome overwhelming institutional resistance to become one of the most important software companies in the world? And what can we learn from its CEO, Dr. Alex Karp — How does he attract the very best engineering talent? How did his dyslexia and outsider upbringing impact his views on the world and how Palantir is designed? We cover these questions and more in a special conversation between two of Palantir's co-founders.

Dr. Karp holds a B.A. from Haverford College, a J.D. from Stanford Law School, and a Ph.D. in philosophy from Goethe University in Frankfurt, Germany, where he studied under Jürgen Habermas and other leading intellectuals. In this episode, we explore the impact of philosophy on his life and why he ultimately left academia to build. We share some of our favorite stories from Palantir's early days, discuss how to reform the Pentagon to improve its results, and look ahead to how AI is changing the nature of warfare. Dr. Karp is one of the wisest leaders I know, and you'll learn how his iconoclastic views on software, patriotism, talent, and innovation have been proven right over the past years, and what they mean for the future.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 63: Eddie Margain on Fleeing Mexico, Preserving Rule of Law & Building Austin FC Jun 22, 2023

Eddie Margain quickly ascended the ranks as a Mexican entrepreneur but fled the country when the cartels threatened his family. How does a nation lose its rule of law and does he see similar trends in America? Why was he inspired to build Austin FC and what did it take to bring the first professional sports team to the capital of Texas? I’m joined by best-selling author Ryan Holiday and we explore these topics and more with Eddie, co-founder of Austin FC and Managing Partner & Founder of Pixiu Investments (current investments include, among others, the historic Scarbrough Building and apparel maker Outdoor Voices). Eddie is a true leader and pillar of the community who serves as President of the Greater Austin Crime Commission and also supports myriad other philanthropic causes.

His entrepreneurial journey began in Mexico, first by founding an internet access provider and later building companies to manufacture and distribute mobile phones. In this episode, Eddie explains how his homeland surrendered to narcoterrorism, why he fell in love with Austin, and what motivated him to build the city's first soccer club.

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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 62: Ben Rubenstein on How to Hire Great Salespeople & Why Resumes Are Largely Useless Jun 15, 2023

What are the three most important attributes of a successful salesperson? How do you identify talent capable of withstanding constant rejection? And how do you hire hundreds of salespeople while maintaining mission and culture?

Discover how Ben Rubenstein scaled two startups to big exits, and why he believes resumes are largely meaningless for sourcing top sales talent. His first company, Yodle, took on the Yellow Pages by bringing thousands of small businesses online and into the digital age. Ben started as a one-person sales team living with friends, sleeping on an air mattress, and moving every few months until he broke through, eventually building a thousand-person sales team. Next, he founded Opcity, a real estate lead referral service, and once again scaled it into a large salesforce until the company was acquired by Realtor.com.

Ben is currently building Setpoint, a software platform that automates asset-based lending and capital markets operations, enabling real-estate, auto, consumer, and other asset-backed borrowers to offer next-generation credit options to consumers. In addition, Setpoint has launched a second debt fund to support Proptech startups. Learn about the most exciting innovations in real estate and why Ben believes AI will upend how we think about careers and areas of expertise.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 61: High School Dropout to Billion-Dollar Startup; How Guillermo Rauch Built Vercel Jun 11, 2023

How did a high school dropout from Argentina build a multi-billion dollar web infrastructure company that supports many of the world's largest companies and brands? This is the story of Guillermo Rauch, CEO of Vercel.

At an early age, Guillermo developed a passion for open-source projects and began building websites and products for clients around the world at only 13 years old. He dropped out of high school to program full-time and eventually made his way to the U.S. where he's now leading one of the world's fastest-growing internet infrastructure companies. Walmart, Facebook, Mr. Beast, and many other industry leaders build and deploy products online using Vercel because of its superior reliability, functionality, and speed. If you want to learn more about Vercel, check out this helpful explainer.

In this episode, Guillermo details his entrepreneurial journey, the origins of Vercel, and how he cultivates top engineering talent. We also dive into what precipitated Argentina's fall from global power, and why pessimism and political dysfunction may go hand-in-hand.

NOTE: This conversation was originally recorded in October 2022.

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Ep 60: Dr. Rebekah Gee Is Reinventing In-Home Care With Nest Health Jun 01, 2023

Could modernizing one of medicine's oldest practices — the house call — dramatically improve care for disadvantaged populations? What if doctors and nurses could treat an entire family in their home through a value-based care model that aligns incentives for both providers and payers? These are the questions Dr. Rebekah Gee aims to answer with Nest Health, a new health startup that's reinventing in-home care.Dr. Gee is uniquely suited to lead this effort; she's a mother of five and OBGYN who led Louisiana State University's healthcare program from 2020 to 2022 and the state of Louisiana's Department of Health from 2016 to 2020. She made a name for herself by deftly managing a $14 billion budget and negotiating drug pricing to make a costly Hepatitis-C drug available for tens of thousands of Louisianans. Previously, Dr. Gee served as the Medicaid Medical Director for Louisiana Medicaid and also worked on the healthcare transition team for President-elect Barack Obama. She's now applying the learnings from her extensive public service to build Nest, which is focused on improving health outcomes for Louisiana families on Medicaid. Dr. Gee explains the hurdles she overcame to innovate within Medicaid and how Nest's in-home care model could scale throughout the country to transform lives, cut costs, and increase productivity in American healthcare.

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Ep 59: Adi Berlia on India's Remarkable Rise Out of Socialism & How to Strengthen U.S.-India Ties May 24, 2023

In India, "entrepreneur" was once a dirty word; today it's one of the most desirable career paths for young people. How did this transformation occur? How did the world's largest democracy break out of socialism? What does the remarkable rise of India augur for the 21st century?‍We explore these questions and more with Aditya Berlia, a serial entrepreneur, investor, philanthropist, and the co-founder and pro-chancellor of the Apeejay Stya University (ASU). Adi discusses his pioneering efforts in India's education sector, including building ASU — the country's first industry-focused technology and liberal arts university. He also explains his work around the world in biotech and how the U.S. FDA can more effectively partner with international manufacturers looking to access U.S. markets. Finally, he provides a unique perspective on America's challenges and how the world's two largest democracies can more closely ally and partner in the decades ahead.

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Ep 58: Eliot Hodges on Democratizing Access to Private Markets & Expanding the Innovation Economy May 17, 2023

How do we ensure that capital flows more efficiently to the best ideas and creates more value for society? One way is to enable more people to access the best investment opportunities, many of which are in private markets (aka alternative investments) that are notoriously difficult to navigate. It can take a team of lawyers to manage the mountain of paperwork and outdated analog processes — a stark contrast to one-click retail investing in public markets. Eliot Hodges, the CEO of Anduin, and his team are solving this problem. Anduin's software platform is digitizing the private markets and democratizing access — they've already helped more than 25,000 investors onboard at nearly 500 funds and raise over $45 billion in capital. An early employee at Palantir and Blend, Eliot explains his entrepreneurial journey and why Anduin's success is important for the innovation economy. What also makes Anduin unique is that it's a Silicon Valley startup employing top talent in Vietnam. Eliot discusses how he encourages collaboration across different cultures and why the caliber of engineering skills outside the U.S. is reshaping the tech landscape.

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Ep 57: Balaji Srinivasan on the Origins & Severity of the Bank Crisis, the Future of Bitcoin, and "Make America States Again" May 11, 2023

Is the U.S. on the verge of an unprecedented banking crisis? Other than Bitcoin, where is Balaji keeping his money? Could the government try to confiscate assets like FDR's gold seizures in the 1930s? Will red and blue states break into a cold civil war over the fiscal fallout? Learn why Balaji is sounding the alarm and why these scenarios may not be as far-fetched as you might think. We also discuss the roots of the current banking crisis and debate whether America's dysfunctional and broken institutions can be saved, or if it's too late to rescue our republic. Balaji is one of the leading investors, entrepreneurs, and writers of our time. For years, he's been an outspoken advocate for cryptocurrency and the larger decentralized finance movement, while boldly warning of the consequences of our nation's reckless fiscal policy. He was formerly the Chief Technology Officer of Coinbase and General Partner at Andreessen Horowitz. He's also the author of "The Network State: How to Start a New Country" and host of the Network State Podcast.

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Ep 56: A Philosopher in Construction? How Maria Davidson Is Reinventing the $250B Construction Materials Industry May 03, 2023

Maria Davidson is the Founder and CEO of Kojo. Each year, the U.S. construction industry spends roughly $250 billion on materials, much of which is still managed by pen and paper (Excel is considered cutting-edge). Kojo is a software solution that digitizes the process, à la Amazon for contractors, and vastly improves productivity, efficiency, and safety. Learn why it took an immigrant entrepreneur and industry outsider like Maria to help modernize a giant sector of our economy that is notoriously slow to change. Maria was born in the Soviet Union, raised in Israel, and moved to London at 13. She graduated from Oxford University where she studied philosophy and served as President of the Oxford Union. We discuss the most controversial speakers she invited and why encountering divergent viewpoints is fundamental to the health of a free society. After Oxford, she landed at Goldman Sachs in London before making the leap to Silicon Valley and joining the 8VC team. Applying her philosopher's perspective, Maria sought to understand why it's extremely difficult and expensive to build in America today. That led her, at only 26 years old, to found Kojo, which is now processing over $1 billion in materials orders for thousands of customers nationwide.

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Ep 55: Nathan Mintz on Directed Energy, a Driverless Future, and How He Attracts the Top Engineering Talent Apr 27, 2023

Nathan Mintz is the Founder and CEO of Spartan Radar and, previously, the Co-Founder and CEO of Epirus. In his twenties, Nathan sought to reform California's broken government and ran for state assembly twice, albeit unsuccessfully. Yet, his loss became our gain as he's become a leading entrepreneur in directed energy and radar systems. In fact, Nathan has built a reputation for attracting some of the best engineering talent in the country.He began his career at Raytheon and Boeing, designing sensors and electronic warfare systems for the U.S. military. He used that knowledge to launch Epirus, which now boasts the world's most powerful directed energy system (Leonidas). He's currently building Spartan Radar and developing software that can dramatically improve automotive radar and accelerate the path to ubiquitous self-driving vehicles. We discuss his entrepreneurial journey and knack for attracting top talent, as well as the economic and cultural implications of widespread autonomy. He also explains why he's bullish on a new space age and predicts SpaceX will reach Mars in the next several years! (This episode was recorded before SpaceX’s recent Starship launch.)

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Ep 54: Peter Attia on the Science of Longevity, Willpower vs Environment, and Why Americans Are Increasingly Unhealthy Apr 19, 2023

Peter Attia is a renowned physician, podcast host, and best-selling author of "Outlive: The Science & Art of Longevity." Peter received his M.D. from Stanford University and was awarded "Resident of the Year" in general surgery at Johns Hopkins University, but left medicine before coming back years later with new perspectives and becoming one of the world's most sought-after longevity experts. In this episode (we are also joined by our mutual friend and best-selling author Ryan Holiday), Peter explains the core principles and exercises to maximize and extend quality of life. We also discuss the obesity paradox and why Americans, on average, are becoming increasingly unhealthy — and how we can reverse that troubling trend.Peter is trusted by a lot of amazing people I know, and he continues to innovate and test his theories, diets, and exercises on himself. His wisdom and expertise have improved lives around the world, and will challenge you to rethink your daily habits.

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Ep 53: Airbnb Co-Founder Joe Gebbia Transformed the Hospitality Industry; Learn What He's Building Next with Samara Apr 12, 2023

Joe Gebbia is the co-founder of Airbnb, which grew from an experiment in his San Francisco living room into a multi-billion dollar global company that transformed the hospitality industry. And his new startup, Samara, is reimagining how homeowners utilize their backyards by offering state-of-the-art Accessory Dwelling Units. In this episode, Gebbia explains the unlikely genesis of Airbnb, the challenges in unlocking the sharing economy, and how Samara could address many of America's housing issues.

We learn about Gebbia's most famous high school prank - and how he channels his creative, entrepreneurial energy into reshaping how people live, travel, and engage with the world around them. We also discuss Gebbia's inspiring philanthropic work, which has touched millions of lives, and hear why he changed his perspective on nuclear energy and now believes it’s one of the most important technologies for the future of the planet.

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Ep 52: An Orthodox Jew Building in Saudi Arabia! The Middle East's Modern Renaissance with Yitz Applbaum Apr 05, 2023

Yitz Applbaum is a philanthropist, international bon vivant, and accomplished venture capitalist specializing in Israel and the Middle East. He began his career building a banking software company (acquired by Bank of America) before joining Lightspeed Ventures and later founding MizMaa Ventures. In this episode, he discusses how Israel transformed from a nation of impoverished refugees into an innovation powerhouse. Looking ahead, he explains how the Abraham Accords are reshaping the Middle East economically and culturally — Yitz, an orthodox Jew, is currently Chairman of a genome sequencing company in Saudi Arabia!He also expounds on some of the most important recent archeological discoveries in Israel, given his role on the Board of the Western Wall Heritage Foundation. Moreover, Yitz is a prolific collector of whiskey and Kosher wine — we open our favorite bottle of scotch in this episode!

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Ep 51: Adm. Bill McRaven on Lessons from the bin Laden Raid, Why "Make Your Bed" Went Viral, and Addressing Russia & China Mar 29, 2023

Admiral Bill McRaven is an American hero and former Commander of U.S. Special Forces Command who oversaw the planning and execution of the raid to kill Osama bin Laden. He's a retired Navy SEAL and four-star admiral whose command experience and academic writings helped shape U.S. Special Forces into the finest fighting force in the world. He's also a best-selling author and former Chancellor of the University of Texas System. In this episode, Adm. McRaven shares leadership lessons from his distinguished career, explains how the Bin Laden raid almost went awry, and reflects on why his "Make your bed" commencement address went viral to hundreds of millions of people worldwide. He also weighs in on current events like modernizing the Defense Department, Russia's surprising failures in Ukraine, and how the U.S. should address the rise of China.

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Ep 50: Legendary Music Manager Troy Carter on Making Lady Gaga a Superstar & Why He's Speaking Out for School Choice Mar 22, 2023

Troy Carter is an iconic music manager who helped launch Lady Gaga to stardom and worked with many prominent artists such as Eve, John Legend, and Meghan Trainor. Carter's work ethic and obsession with hip-hop helped him rise from a tough upbringing in Philadelphia, where his mother often had to choose between paying the water or electric bill each month. He ran errands for Jazzy Jeff and the Fresh Prince (Will Smith) before interning for P. Diddy and eventually launching his own management company. He fought through adversity at each stage of his career; he reveals how long it took before a single radio station would even play one of Lady Gaga's songs.He's currently supporting independent artists through his new company Venice Music and his passion for representing the "little guy" also extends to one of the most important policy issues of our time: school choice. Wait until you hear his courageous views on teachers unions and why he's not afraid to stand up for opportunity and accountability in spite of potential backlash.

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Ep 49: Eboo Patel's Inspiring Journey from Social Activist to Social Entrepreneur Mar 15, 2023

Eboo Patel is the Founder and President of Interfaith America and author of "We Need to Build: Field Notes for Diverse Democracy." Why did a Rhodes Scholar like Patel — and so many in academia — become social activists preoccupied with race and oppression? And how did a professor jolt him out of this dogmatic ideology toward embracing pluralism and social entrepreneurship? Learn from Patel's journey and efforts to steer more Americans away from zero-sum thinking toward building better alternatives. He uses powerful vignettes from history, like the Ottoman Empire welcoming Jewish refugees in the 15th century, to remind us that our shared heritage can — and should — transcend identity politics.

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Ep 48: Rahul Gandhi on Disrupting the $38 Billion Storage Industry Mar 08, 2023

Rahul Gandhi is the CEO and President of Clutter (formerly MakeSpace) – a leader in the self-storage industry. The son of Indian immigrant entrepreneurs, Rahul cut his teeth serving customers at his father’s Arby’s franchise. He saw his family succeed — and almost lose everything — in the highly-competitive restaurant business. He talks candidly about overcoming the fear of failure and making the leap from venture capital to launching MakeSpace. He learned every inch of the business, from driving the trucks to packing boxes, in order to build a software solution that could disrupt the $38 billion industry and dramatically improve the moving and storage experience for consumers.

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Ep 47: John Chambers & Pankaj Patel Changed the World with Cisco. Now They're Doing It Again with Nile. Mar 01, 2023

John Chambers is the former Chairman and CEO of Cisco Systems, responsible for growing the company from nearly $2 billion in revenue to almost $50 billion during his tenure. John is a legend in Silicon Valley, and a close advisor to leaders around the world including many CEOs and heads of state. Pankaj Patel was Cisco's former Chief Development Officer and led a $38 billion portfolio with over 26,000 engineers. Together, they made Cisco a global leader. Now, they're reinventing enterprise networking with Nile, a new startup that will bring networking into the cloud and apply AI to improve the customer experience and cut tens of billions of annual cost and hassle. Learn lessons from how Chambers and Patel took Cisco to the top, and how they're transforming networking again.

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Ep 46: Mike Pompeo on Negotiating with Tyrants, Spy Balloons (or UFOs?) & Why Trump Didn't Ban TikTok Feb 22, 2023

Sec. Mike Pompeo is a former entrepreneur, congressman, CIA Director, Secretary of State, and author of the new book, "Never Give an Inch: Fighting for the America I Love." From his early days running an aerospace company to negotiating with the world's most notorious authoritarian leaders, Pompeo discusses his leadership philosophy and how to project strength in critical moments. He details his efforts to reform Langley and Foggy Bottom, and warns against dysfunctional ideology seeping into our military and intelligence agencies. He also reveals how the Abraham Accords came to fruition, why the Trump Administration failed to ban TikTok, and how close the U.S. came to a deal with North Korea that may have changed the course of history.

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Ep 45: John Mack — Wall Street Legend & Former Morgan Stanley CEO Feb 15, 2023

John Mack is the former CEO and Chairman of the Board of Morgan Stanley and author of the new book, “Up Close and All In: Life Lessons from a Wall Street Warrior.” Mack details his unlikely journey from small-town North Carolina to the heights of Wall Street and the leadership lessons that got him there. He explains why personal character and respect are paramount, powerfully illustrated by the unlikely relationships he forged that ended up saving the firm during the 2008 financial crisis. Mack is not only a Wall Street legend, but he and his wife Christy led Morgan Stanley to build New York City's first children's hospital and contribute to many other philanthropic causes.

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Ep 44: Dr. Clay Johnston Transformed Dell Medical School. Now He's Redesigning Primary Care. Feb 08, 2023

Dr. Clay Johnston is the Former Dean of the University of Texas Dell Medical School and Co-founder and Chief Medical Officer of Harbor Health. Johnston received his MD from Harvard and Ph.D. from UC-Berkeley before leading a distinguished career as an academic neurologist. He then spearheaded the launch of UT's Dell Medical School, pioneering a more innovative curriculum and cutting costs within the system - sometimes as high as 80 percent, while improving patient results! Learn how he's scaling these lessons into our broader health system with Harbor Health - a new startup designed to transform healthcare as we know it and dramatically reduce costs while enhancing patient outcomes.

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Ep 43: Ryan Holiday on Stoicism, Virtue & Ancient Wisdom for Modern Life Feb 01, 2023

Ryan Holiday is a college dropout turned best-selling author and publisher of the world's largest podcast and newsletter focused on Stoic philosophy: the Daily Stoic. Holiday began his career exposing the media manipulation playbook and then used those same tactics for good, educating millions on applying ancient wisdom to modern life. In this episode, he explains Stoicism's impact on America's Founding (did you know the most popular play in 18th-century America focused on a Stoic philosopher?) and why many of our challenges today stem from society's ignorance of Western Civilization's core principles and virtues. He also offers poignant personal advice that will transform how you think about bedtime with your kids and other daily routines.

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Ep 42: Kimmy Scotti on How to Spot — and Build — the Next Big Thing Jan 26, 2023

Kimmy Scotti is Founding Partner of 8VC and the Co-Founder & Chairman at Fig.1. After launching a popular consumer brand as a teenager, Scotti went on to tackle the convoluted and broken PBM industry and built a powerful cost-saving alternative for millions of consumers. She reveals her philosophy for building in complex sectors and how she applies that at 8VC through mentoring founders, identifying talent, and generating alpha. She also explains how she was the first investor in Hill House Home, the popular apparel and lifestyle company, and takes us behind the scenes of building her new company Fig.1 and using cutting-edge science to create superior skin care products.

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Ep 41: Iyinoluwa "E" Aboyeji — Africa's Great Tech Entrepreneur Jan 18, 2023

I've known Iyinoluwa "E" Aboyeji since he was an aspiring, 19-year-old entrepreneur. Today, he's the founder of two African unicorns, Andela and Flutterwave — the latter of which is now the continent's most highly valued tech startup at over $3 billion. We discuss the challenges he overcame, plus those that remain, and why he's bullish on Africa's future. As the general partner and co-founder of Future Africa, "E" now invests in over a hundred African startups. He shares strong opinions on the cultural differences between Nigeria and the U.S. — and the unique positive aspects we can learn from each society.

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Ep 40: Andrew Yang on Building a New Political Party & Using Incentives to Fix Dysfunction Jan 11, 2023

Andrew Yang is an entrepreneur, former 2020 Democratic presidential candidate, and author of "Forward: Notes on the Future of Our Democracy." A lawyer-turned-entrepreneur, Yang explains how he transformed early startup failures into success and why he's now intent on bridging partisan divides in America. In 2021, Yang became an Independent and launched the Forward Party, which seeks to counter the political polarization in America. He and Joe discuss what policy reforms are needed to change incentives and repair America's political and cultural fabric.

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Psychedelic Medicine, Value-Based Care & Why Medical School Is Broken with Sebastian Caliri Aug 09, 2022

Sebastian Caliri is Partner at 8VC with a focus on healthcare investing. Previously, Sebastian spent four years at Palantir where he was responsible for growing its commercial healthcare business. In this episode, Sebastian diagnoses the core problems in U.S. healthcare and explains why traditional fee-for-service care misaligns incentives, resulting in rising costs and inferior health outcomes. He makes the case for new models like value-based care and also highlights the potential of psychedelic medicine and other exciting innovation. Sebastian holds a BS and MS in Molecular Biophysics & Biochemistry from Yale University and spent a year in Stanford's MD program before pursuing a career in tech and investing. He argues that the conventional path in medicine is broken and often produces a risk-averse, complacent culture; he challenges the next generation of doctors and health care professionals to think boldly and take on the status quo.

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The Secrets to Building Great Products with Tony Fadell, Creator of the iPod, iPhone, & Nest Thermostat May 20, 2022

Tony Fadell is one of the great engineers, designers, and business leaders of our time, responsible for creating the iPod, iPhone, and Nest Thermostat. He runs the investment firm Future Shape and recently released his memoir titled “Build: An Unorthodox Guide to Making Things Worth Making." In this episode, he discusses the lessons he learned at General Magic (which was building the iPhone 15 years too early) and Philips Electronics that paved the way for building some of the world's most popular devices at Apple. He explains why self-imposed constraints are essential to creating exceptional products and reveals where engineers and designers often go wrong. His passion for building is inspiring and informative for both business and everyday life.

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Zach Latta: Building Hack Club & Inspiring the Next Generation of Coders Apr 27, 2022

Joe Lonsdale sits down with Zach Latta, Founder of Hack Club, a non-profit network of high school coding clubs with over 15,000 members worldwide. At age 15, Zach helped design one of the most popular apps in the world. At 16, he dropped out of high school to become a programmer before founding Hack Club. He then received a Thiel Fellowship and decided to forgo college to build Hack Club full-time. In this episode, he talks about rethinking education and challenges teenagers to look beyond conventional, safe paths and take full advantage of the Internet Age. He paints an inspiring picture of what our world would look like with more coders and builders -- and explains how Hack Club provides teens with the skills to improve society and realize their full potential. [Joe is a proud early supporter of Hack Club.]

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Gene Berdichevsky and Sila’s Game-Changing Battery Technology Apr 21, 2022

Gene Berdichevsky is the co-founder and CEO of Sila, a next-gen battery technology company. Previously, he was the seventh employee at Tesla, where he served as Principal Engineer on the Roadster battery and led the development of the world’s first mass-produced lithium-ion car battery. In this episode, he explains how Sila's new battery chemistry innovations can improve efficiency, reduce costs, and help electrify the future. He discusses the challenges in mining rare metals, battery recycling, and what's needed to sustainably build batteries at scale. By mid-century, Berdichevsky is optimistic that EVs will become ubiquitous, and we'll be able to fully integrate renewables into the electric grid. [Joe's venture capital firm 8VC is an investor in Sila.]

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Reprogramming Cells, Decentralizing Pharma, and Understanding the Biotech Revolution. Apr 18, 2022

Francisco Gimenez is Partner at 8VC and focuses on Bio-IT investments. He received his Ph.D. from Stanford in Biomedical Informatics and B.S. in Electrical Engineering and Computer Sciences from UC Berkeley. In this episode, Francisco explains how breakthroughs in AI, gene editing, and cell therapies converged to jumpstart a new age in biology. He predicts that biomanufacturing platforms, armed with mountains of data and new tools, will bring down the costs of creating and commercializing drugs so smaller companies can treat rarer diseases and deliver more personalized cures. By decentralizing the pharma industry, Francisco is optimistic that the future of medicine will evolve from reactive care to preventative medicine that will help people fully self-actualize and lead their best, healthiest lives. [Joe is a founding partner of 8VC, his venture capital firm.]

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The New Age of Nuclear: Oklo’s Amazing Small Reactor That Reuses Nuclear Waste Apr 06, 2022

Jacob DeWitte is the Co-Founder and CEO of Oklo, a nuclear energy startup building small advanced reactors that can reuse spent fuel from conventional reactors. In this episode, DeWitte explains how the regulatory state has stymied new reactor designs for decades, and how he's working to break through and bring game-changing nuclear power technology to market. Shortly after the initial conversation was filmed, the U.S. Nuclear Regulatory Commission (NRC) denied Oklo's application for its new small reactor design -- evidence of the persistent regulatory challenges. Stay tuned to the end of the episode where Jake rejoins the show to explain how Oklo plans to address the NRC's findings and continue the process toward final approval. [Joe's venture capital firm 8VC is an investor in Oklo.]

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Former Defense Secretary Mark Esper: Why Russia’s Invasion Is Failing & How to Bring More Innovation to the Pentagon Mar 31, 2022

Dr. Mark Esper served as the U.S. Secretary of Defense from 2019 to 2020 and Secretary of the Army from 2017 to 2019. He's currently the Distinguished Chair of the Modern War Institute at West Point and sits on the Board of Directors of Epirus [a defense startup co-founded by Joe]. His forthcoming memoir is titled "A Sacred Oath: Memoirs of a Secretary of Defense During Extraordinary Times.” In this episode, he dissects Russia's military weaknesses and explains how its invasion of Ukraine may ultimately strengthen NATO and change China's calculations with regard to Taiwan. He and Joe also discuss the risk-averse, top-down management culture at the Pentagon and what needs to change to bring new, better technologies to the Department of Defense.

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Free Housing Won’t Solve Homelessness. Judge Glock Explains What Will. Mar 23, 2022

Judge Glock is the Director of Research and Policy at the Cicero Institute and an expert on housing and homelessness in the U.S. In this episode, Glock dissects the root causes of America's affordable housing shortage and explains how the right incentives can jumpstart development and bring down home costs for working-class families. He also exposes how policies like “Housing First” encourage the homeless to live and die on the streets while waiting for free and permanent housing, which won’t solve the root of their problems: addiction and mental illness. Instead, Glock explains how cities like San Diego combine bridge shelters with treatment and accountability to reduce homelessness -- a recipe that other state leaders can use to save lives and bring healing to hundreds of thousands of people. [Joe is the founder and Chairman of Cicero's 501c3 and 501c4 organizations.]

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How the Renaissance Sparked an Entrepreneurial Explosion with Jeannette zu Fürstenberg Mar 16, 2022

Dr. Jeannette zu Fürstenberg is Co-Founder and General Partner of “La Famiglia”, a Berlin-based Venture Capital fund, and holds a Ph.D. in Philosophy and Entrepreneurship from the Free University of Berlin. She’s also a princess of one of Europe’s oldest royal families by marriage, as well as a thoughtful leader in the innovation and business world. In this episode, she traces the birth of entrepreneurship from the Renaissance and explains how breaking down the silos of guilds led to a creative explosion -- and how we can apply those lessons today. Dr. Fürstenberg specializes in connecting old and new world industries and discusses how to transform the 21st century by moving from incremental to disruptive innovation.

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How to Take on Big Healthcare & Other Entrenched Interests and Win with Jared Meyer Mar 09, 2022

Jared Meyer is the Executive Director of Cicero Action. In this episode, Jared discusses how special interests stifle competition and why Cicero Action is using the special interests' playbook against them to promote innovative, bottom-up reforms. He explains the government affairs strategy that creates real policy changes in states across the country, from expanding telehealth and improving parole and probation reforms, to realigning higher education incentives and fixing homelessness. This conversation shows how transparency, accountability, and competition are possible when political leaders have the tools—and the courage—to stand up to cronyism and entrenched interests. [Joe is the founder and Chairman of Cicero's 501c3 and 501c4 organizations.]

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Unlearning Race and Restoring Liberalism with Thomas Chatterton Williams Mar 02, 2022

Thomas Chatterton Williams is a writer, cultural critic, fellow at the American Enterprise Institute, and author of two critically-acclaimed books on race in America, most recently "Self-Portrait in Black and White: Unlearning Race." In this episode, he discusses the dangers of Critical Race Theory and how to move beyond race-first, collectivist mindsets. He also discusses his forthcoming book, "Nothing Was the Same," which traces the recent rise of illiberalism and polarization in the U.S. Even though we may find certain ideas or theories (like CRT) noxious, Williams argues for more engagement and debate, not banning or censoring materials, as the best path toward progress. He also offers positive solutions, such as expanding access to high-quality early education, as a means to reduce inequality. [NOTE: This episode was recorded before Russia's invasion of Ukraine.]

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Hayes Barnard Is Revolutionizing Solar Tech & Green Housing Feb 23, 2022

Hayes Barnard is the Founder and CEO of GoodLeap, one of the fastest-growing and largest financial technology companies in the renewable energy sector. In 2008, Barnard founded Paramount Solar, which was later acquired by SolarCity and then Tesla. Barnard discusses his role on the leading edge of America's solar energy expansion and what he learned working alongside Elon Musk. He also highlights his non-profit GivePower and its innovative work to bring clean water and electricity to Africa via solar water farms.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Fast Grants, Faster Science, and Reviving a Culture of Innovation with Tyler Cowen Feb 16, 2022

Tyler Cowen is a professor, best-selling author, blogger, podcaster, and one of the most influential economists of this generation. In the early days of the pandemic, Cowen launched the Fast Grants program, which funded COVID-related science in less than 48 hours -- a remarkable feat in the medical sector. He discusses his efforts to accelerate innovation, including his work to transform how investors identify and back the next generation of brilliant entrepreneurs. An all-around polymath, Cowen also reveals the technologies and breakthroughs that excite him most for the decades ahead.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Building a New World-Class University with University of Austin President Pano Kanelos Feb 10, 2022

Pano Kanelos is the President of the University of Austin (UATX), the most ambitious new university venture in America in decades. Recognizing the plight of America's higher education system, Pano stepped down as the President of St. John's College to build a new institution rooted in the pursuit of truth, open inquiry, and educating the next generation of American leaders. In this episode, Joe and Pano discuss the failures of modern academia and why it's time to take on the bold task of building a new world-class university. [Joe is a co-founder of UATX and Chairman of the Board of Trustees.]

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Former UN Ambassador Kelly Craft: How to Deter Russian Threats to Ukraine & Hold China Accountable Feb 02, 2022

Ambassador Kelly Craft is a businesswoman, philanthropist, and former diplomat who served as U.S. ambassador to the United Nations from 2019 to 2021 and U.S. ambassador to Canada from 2017 to 2019. She played an integral role in shaping major foreign policy decisions and achievements, such as the landmark Abraham Accords and the USMCA trade agreement. In this episode, she discusses some of the most pressing U.S. challenges abroad, including speaking up for human rights during the Beijing Olympics, developing a comprehensive strategy for China, responding to Russian military threats against Ukraine, and galvanizing U.S. allies to defend our shared values.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Charles Koch Explains How His Love of Philosophy Built One of America’s Most Successful Companies Jan 26, 2022

Charles Koch, Chairman and CEO of Koch Industries, is one of the great business minds of our time. He grew a small engineering firm from $21 million in revenue to over 10,000 times the revenue. Yet in both his business and philanthropic work, he is first and foremost a philosopher. Koch explains how thinkers such as Abraham Maslow and Joseph Schumpeter shaped his outlook on the conditions for human flourishing, and why it's important to enable every employee to self-actualize. Rejecting centralized top-down systems, Koch developed Market-Based Management -- a philosophy that enables his companies to constantly reinvent themselves through virtuous cycles of mutual benefit that provide value to both employees and customers.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

How to Defeat Special Interests & Cronyism with Florida’s Speaker of the House Chris Sprowls Jan 20, 2022

Chris Sprowls is the Speaker of the Florida House of Representatives. Under his leadership, Florida has set itself apart as one of the most innovative state legislatures in the country, slashing regulations that prop up entrenched interests and injecting true competition into the marketplace. We discuss his strategy for successfully combatting cronyism in healthcare, pioneering the biggest school choice expansion in the country, and other courageous reforms -- many of which passed on a bipartisan basis. Speaker Sprowls's success should embolden other like-minded reformers and leaders across our country.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Are Billionaires Bad? A Friendly Debate Over Income Inequality and Big Tech with Rep. Ro Khanna Jan 14, 2022

Congressman Ro Khanna is the Democratic Congressman from California’s 17th District, which covers large swaths of Silicon Valley. A self-described "progressive capitalist," Khanna bucks the current political norms and works to advance meaningful bipartisan legislation. In this episode, we debate income inequality, wealth taxes, and other hot-button issues, but also find common ground on reasonable regulations for Big Tech, introducing more innovation into healthcare, and promoting nuclear energy. His forthcoming book is titled “Dignity in a Digital Age” and focuses on closing the digital divide in rural America.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

The Power of Adversity with NFL Star Dhani Jones Jan 05, 2022

Dhani Jones spent 11 seasons in the NFL as a middle linebacker, the linchpin of the defensive unit. Since then, he has become a leader in other arenas: hosting TV shows, launching charities, and investing in startups. His passion is bringing out the best in others. In this episode, he pushes back against the notion of lowering standards to minimize disparities. He explains why adversity, competition, and the pursuit of excellence are some of the best ways to lift up others and improve their lives.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Forget Free College —This Texas College Is the Future of Higher Ed Dec 29, 2021

Mike Reeser and Michael Bettersworth are the Chancellor and Chief Innovation Officer, respectively, at Texas State Technical College (TSTC). In 2014, TSTC became the FIRST college in the country to fully align its public funding with its students' future earnings. Since then, graduates have seen their earnings increase over 100 percent! Their success is an antidote to the crisis of bad incentives in education today and should inspire other states to pursue similar reforms.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

How to Fix Dysfunctional Government with Esper CEO Maleka Momand | Season 2 | Episode 19 Dec 22, 2021

Maleka Momand is the co-founder and CEO of Esper, a technology platform that transforms how governments oversee the regulatory process. In recent decades, the size of the administrative state has exploded. Yet, many regulators still operate via Word, Excel, and, in some cases, pen and paper! This has led to a lack of transparency and accountability, not to mention a morass of outdated, disjointed regulations. By applying data analytics and artificial intelligence to augment regulators and regulatory processes, Esper is improving how governments function and interact with the business community. [Joe and his wife Tayler are proud co-founders of Esper.]

NOTE: Esper currently has clients in 8 U.S state governments, not 11 as mentioned in the episode.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Directed Energy, Force Fields, and the Future of Defense Tech with Epirus Co-Founder Bo Marr | Season 2 | Ep 18 Dec 16, 2021

Over the past few decades, the U.S. military’s long-held advantages have waned. Today, we are reliant on outdated technologies and in jeopardy of falling behind China. Bo Marr, the co-founder and Chief Technology Officer of Epirus, is bucking the trend. Marr and his team invented the world’s most powerful phased array, Leonidas, that can disable drones and other electronic systems from great distances. This modern force field fills a vital technological gap for the U.S. military as it prepares for 21st-century warfare and a new era of asymmetric threats. [Joe co-founded Epirus in 2018 with the Build Program of 8VC, the venture capital firm he founded and manages.]

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

How to Fix America’s Division with KIND Bar Founder Daniel Lubetzky Dec 15, 2021

Daniel Lubetzky is the founder of Peaceworks, the OneVoice Movement, and the multi-billion dollar snack company KIND. The son of a Holocaust survivor, Lubetzky’s upbringing inspired him to use business to bridge cultural and economic divides. In this episode, he explains America’s unique role in the world and why we must work together to repair our social fabric and break out of our tribal instincts. His newest venture, Starts With Us, does just that by instilling greater courage, curiosity, and empathy in our daily lives.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Maureen Hillenmeyer: Discovering New Life-Saving Drugs from the Natural World | Season 1| Ep 16 Sep 24, 2021

Maureen Hillenmeyer is the Founder and CEO of Hexagon Bio, a cutting-edge biotech company whose mission is to harvest new drugs and cures from the natural world, beginning with fungi. In 1928, Sir Alexander Fleming’s accidental discovery of penicillin launched a new age of antibiotics derived from fungi. However, the process of discovery was slow and laborious. In this episode, Hillenmeyer explains how Hexagon is using genomic sequencing and artificial intelligence to analyze the millions of types of fungi on earth and uncover new drugs and cures for a host of diseases. She also issues an important warning about the looming crisis of antibiotic resistance and how Hexagon's work could avert a medical disaster. [Joe's venture capital firm is an investor in Hexagon Bio.]

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ep 15: Whole Foods Founder & CEO John Mackey: Conscious Capitalism and Repairing America's Division Sep 15, 2021

In 1978, John Mackey co-founded his first natural foods store in Austin, Texas with only $45,000. Two years later, he and his business partners launched the first Whole Foods Market, which quickly became the nation's fastest-growing organic grocery store. In 2017, Amazon acquired the company for over $13 billion.

In this episode, the Whole Foods Founder and CEO discusses his journey from democratic socialism to "Conscious Capitalism" -- the title of his book in defense of free markets and how business, conducted properly, can elevate humanity. He also explains the cultural divide in America today as a clash of three worldviews - traditional, modern, and progressive - and describes how we can pull the best wisdom from each to bridge division and continue to move our society forward.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Jake Kloberdanz: Cause-Centric Commerce and the Art of Award-Winning Winemaking | Season 1 | Ep 14 Sep 09, 2021

Jake Kloberdanz is the CEO and Founder of ONEHOPE Wine, an award-winning vineyard located in the heart of Napa Valley. What sets ONEHOPE apart is its unique business model: every bottle of wine sold helps fund a charitable organization. Kloberdanz is a champion of cause-centric commerce, and to date, ONEHOPE has donated over seven million dollars to organizations that help disadvantaged communities break the cycle of poverty. In this episode, he describes his journey from selling wine out of the back of his car to building a world-class winery that also uplifts its community and advances the role of business in society. [Joe is the Chairman of the Board of ONEHOPE.]

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Sal Churi, Keri Findley, and Wesley Chan: Innovators Changing Our World Right Now | Season 1 | Ep 13 Sep 03, 2021

This week's episode features three talented and successful innovators behind many game-changing technologies and companies. First is Sal Churi, a former law professor who is now general partner at Trust Ventures -- an Austin-based venture capital firm. Churi helps founders overcome the collision points of innovation and regulation, and explains how 3D printed houses, small modular nuclear reactors, and other breakthroughs can transform our country if we fix the outdated laws holding them back.

Next is Keri Findley, a top innovator in the finance industry who was the first female partner at Third Point, a prominent New York-based hedge fund. She discusses how technology is changing the finance sector in ways that will help working-class Americans better manage and grow their money. Finally, Wesley Chan is an engineer turned venture capitalist who was an early employee at Google. He shares some fascinating insights on the early days at Google, including how Gmail became the world’s number one email service and why it pays to think big.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Former D.C. Mayor Adrian Fenty: Courage, Accountability, Better Schools, and Safer Cities | Season 1 | Ep 12 Aug 25, 2021

Adrian Fenty is currently a founding managing partner at MaC Venture Capital, a former advisor at Andreessen Horowitz, and served as the Mayor of Washington, D.C. from 2007-2011. During his tenure as Mayor, he took on special interests and the teachers' unions, fought for accountability in government and greater opportunities for children while also overseeing a dramatic reduction in violent crime. His courage reshaped the direction of the city and is much needed in our nation today.

In this episode, he discusses his bold, CEO-like approach as Mayor, why he fought to bring performance metrics into government, and how education reform can break the cycle of poverty in the United States. He also shares the companies and innovation that excite him the most as an investor and why he's focused on bringing greater diversity to private equity.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Niall Ferguson: Why Civilizations Rise & Fall | Season 1 | Ep 11 Aug 18, 2021

Niall Ferguson is a renowned historian, Senior Fellow at the Hoover Institution, and prolific author of more than a dozen best-selling works on economics, culture, and politics. His newest book, "Doom: The Politics of Catastrophe,” examines how our leaders and societies have dealt with disasters, including pandemics, and how we must learn from the past to better manage future crises.

In this episode, Ferguson explains why the rise and fall of civilizations do not fit into predictable patterns and cycles. He does not see American decline as inevitable and holds out that America’s best days may yet be ahead -- if it can stay on the right path. Ferguson also pulls back the curtain on the Chinese Communist Party, revealing the ways in which the CCP's strengths are exaggerated and why the United States’ support for smart policy and innovation will bolster its dominance in the years ahead.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Balaji Srinivasan: Bitcoin, China, the "Woke" Mob, and the Future of the Internet | Season 1 | Episode 10 Aug 11, 2021

Balaji Srinivasan is a bold and forward-thinking writer, investor, and entrepreneur, who was formerly the Chief Technology Officer of Coinbase and general partner at Andreessen Horowitz. Currently, he's launching innovative ventures, such as his 1729 Project, while also advocating for cryptocurrency and the larger decentralized finance movement.

In this episode, Srinivasan explains how to understand the world by looking through the lenses of three competing factions: the Chinese Communist Party, the "woke" mob, and cryptocurrency maximalists. He also discusses topics ranging from decentralized social media and startup cities to network states and what makes him optimistic on aspects of American innovation.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

NFL Legend Ronnie Lott: Grit, Leadership, and What America Means to Him | Season 1 | Episode 9 Aug 03, 2021

Ronnie Lott is an NFL Hall of Famer, four-time Super Bowl champion, and one of the greatest defensive players of all time. But his impact and legacy off the field are equally impressive: He's a successful businessman, philanthropist, and community leader who has mentored and shaped the lives of underserved youth across three decades.

In this episode, Lott explains the importance of grit, generosity, leadership, and the other virtues instilled in him by his father, a former U.S. military service member. These values led him to found his charitable organization, All Stars Helping Kids, and start the Lott Impact Trophy, which honors college football's best defensive player for character and performance.

Many young people have soured on the American Dream and believe our best days are behind us—or that the U.S. was never great to begin with. But Lott hasn't lost his faith in America. He grew up watching Martin Luther King, Jr. speak in Washington, D.C. and reminds us of the power of his words and sacrifice. He also recounts a visit to Berlin when the wall still divided the city between the free and unfree—a poignant reminder of how fortunate we are as Americans for the freedoms we possess, and why we must be willing to defend them.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Rt. Hon. Stephen Harper: Rejecting Wokeness, Addressing China, and Defending Western Values | Season 1 | Ep 8 Jul 27, 2021

From 2006 to 2015, the Right Honorable Stephen Harper served as the 22nd Prime Minister of Canada. His premiership confronted challenges ranging from a global recession to the war against ISIS, but his smart and courageous leadership increased Canadian prosperity and bolstered security. Small businesses surged, while tech hubs from Waterloo to Toronto to Ottawa cemented their place as global centers of talent and investment.

In this episode, Harper offers lessons from his tenure as Prime Minister, from how global leaders should address the aftermath of the coronavirus pandemic to the challenges of a new multipolar world. Looking ahead, Harper leaves us with clear warnings about the threats posed by China— including a potential invasion of Taiwan. But he notes there are also bright spots in the international landscape, such as the historic Abraham Accords, bringing with them the potential to transform the Middle East for the better. Harper established his legacy by championing the principles that have made the West exceptional. Together, we discuss the importance of defending Western principles and the responsibility of great leaders to fight for our shared values. [PM Harper has been a Senior Advisor to Joe's venture capital firm 8VC for several years.]

Note: this episode was recorded before the recent rise in coronavirus cases due to the Delta variant.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Sujay Jaswa: Billion Dollar Wins -- and Losses -- and Solving Silicon Valley's #1 Problem | Season 1 | Ep 7 Jul 22, 2021

How do you transform a startup into a household name? Ask Sujay Jaswa. When he joined Dropbox in 2010, the company had 16 million users. By the time he left in 2015, hundreds of millions of people relied on Dropbox for their daily web storage needs. As head of the business side of Dropbox and later CFO, Jaswa had a leading role in this transformation, building the business team from scratch and raising over a billion dollars.

Today, Jaswa serves as Founder and Managing Partner at the investment firm WndrCo and lectures on entrepreneurship at Stanford's Graduate School of Business (GSB). In this conversation, he discusses the keys to his success with Dropbox, Aura, and other winning ventures, while also reflecting on lessons learned from WndrCo's role with Quibi, a media venture led by his partner Jeffrey Katzenberg that raised over $1.75 billion but sold its assets after struggling to gain traction.

Jaswa also describes how the COVID vaccines are proof of American greatness, how he prefers to work with those with the courage to take intellectual risks, and why he believes affordable housing remains the biggest impediment to keeping Silicon Valley as the global tech hub. He speaks out against the top-down regulations that create artificial scarcity and calls for allowing denser housing to be built wherever possible, including in his own neighborhood.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Arthur Brooks on Finding Authentic Happiness and Making Poverty Escapable | Season 1 | Ep 6 Jul 13, 2021

The United States is the most prosperous and advanced nation in the history of humanity—but it's currently facing a crisis of happiness. What went wrong?

Arthur Brooks, Harvard professor, best-selling author, and renowned social scientist, has dedicated himself to tackling America's satisfaction deficit, and in this episode, he reveals his four keys to authentic happiness. (Not on the list: riches, power, or fame). Tempted to make a bucket list to get as much as possible out of life? Brooks shows how this, along with other popular ideas about how to feel more satisfied, can actually produce the opposite effect.

One of the biggest drags on happiness in society is poverty. Having spent years seeking the best way to combat this curse as former president of the American Enterprise Institute, Brooks shares insight on why America's War on Poverty has failed. Could the key to transforming lives lie in shifting our approach from making poverty bearable, to making it truly escapable?

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Palmer Luckey on Creating Oculus Rift, Anduril, and Game-Changing Defense Tech | Season 1 Ep 5 Jul 06, 2021

Palmer Luckey is as close as it gets to a real-life Iron Man. As a teenager, he worked on virtual reality headsets until he eventually created the Oculus Rift, the most groundbreaking VR headset ever assembled. After single-handedly shaping the field of virtual reality, and selling Oculus to Facebook, he founded Anduril, one of the fastest-growing defense companies in America today.

While some American tech companies refuse to work with the U.S. military, Anduril is unabashed in its efforts to develop and deploy artificial intelligence, drone technology, and other advanced systems to defend America and its allies. In this conversation, Palmer discusses Anduril’s latest game-changing technologies, innovative ideas that can change the world, his favorite sci-fi novel — and the Fermi paradox! [Joe's venture capital firm is an investor in Anduril.]

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Bari Weiss on Defending Western Civ and the New School Movement | Season 1 Ep 4 Jun 29, 2021

This moment in our culture was made for a writer and thinker like Bari Weiss. What can Americans do to beat back the wave of illiberalism currently sweeping through our institutions? Bari Weiss took her stand last summer, resigning from the New York Times to launch her own Substack newsletter. Her courage has since inspired others to defend free speech, diversity of thought, and other core American values.

In this episode, she explains what's at stake today. Left unchecked, "woke" intolerance and groupthink result in real harm to individuals and society—as indicated by many factors, including a recent, worrying rise in anti-Semitic violence. Weiss lays out the case for building new schools, media outlets, and institutions that protect the values that make our republic exceptional.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Kimbal Musk on Building Great Companies and Community | Season 1 Ep 3 Jun 29, 2021

When Kimbal and Elon Musk immigrated to the U.S. from South Africa to start their first company, they couldn't afford both an apartment and an office—so, unbeknownst to their employees, they slept in the office.

The brothers have come a long way from their humble origins. Today, Kimbal is a highly successful entrepreneur and investor who serves on the boards of Tesla and SpaceX — and in this episode he provides exciting updates for each company. But along the way, the terrorist attacks of September 11, 2001 changed his life forever. Kimbal explains how cooking for firefighters at Ground Zero awakened a passion for creating community through food. He now owns and operates restaurants around the country, while his Million Gardens Movement brings home-grown food to inner-city areas. Joe supports Kimbal's nonprofit and encourages others to do the same (link below).

Million Gardens Movement: https://give.biggreen.org/campaign/fundraiser-million-gardens-movement/c331055

NOTE: This episode was recorded before many restaurants had fully reopened.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Ashton Kutcher: China, TikTok, and Influencing American Minds | Season 1 Ep 2 Jun 29, 2021

More than 70 percent of child sex trafficking happens online. When Hollywood superstar Ashton Kutcher first heard this statistic, he knew he had to do something to stop it. His efforts took him to Silicon Valley—where, hoping to enlist leading tech entrepreneurs in the fight against online trafficking, he first met Joe. Through their work together, Kutcher's organization, Thorn, has built software and processes that have enabled governments to rescue thousands of children from sexual abuse. [Joe partnered with Ashton in Thorn’s early days to enlist talent, refine strategy, and reach scale, as well as serving on its board.]

Ashton is an innovative technology investor, an extraordinary family man, and a philanthropist. In this episode, he discusses the dangers that face children online, and makes the case for why tech companies should do more to help law enforcement protect the vulnerable. He also weighs in on the future of social media and explains how China could use TikTok to influence the minds of Americans in an anti-U.S. propaganda effort. Finally, he details how his upbringing, with its focus on hard work and perseverance, propelled him from modest origins to his career as a world-famous actor and model.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Dr. Rick Klausner on the Biotech Revolution | Season 1 Ep 1 Jun 29, 2021

Curing cancer, eliminating diseases, reprogramming cells to help 80-year-olds feel like they're 30 -- could it all be possible in our generation?

America is in the midst of a biotech revolution that is transforming modern medicine and will save countless lives. At the forefront is Dr. Rick Klausner, former director of the U.S. National Cancer Institute, co-founder of Juno Therapeutics, GRAIL, and MindStrong Health, renowned scientist, and billionaire innovator.

Dr. Klausner has played a pivotal role in this movement on a number of fronts, not least by discovering how to treat previously incurable end-stage cancers -- and then founding companies that do just that, already saving tens of thousands of lives. And he is just getting started.

In this wide-ranging conversation, Dr. Klausner explains how these remarkable breakthroughs occurred, giving a rundown on the science of cell therapies and their remarkable potential, alongside other new possibilities. As he charts the future of medicine, he also draws upon his wealth of historical knowledge and hints at how modern science could harness recent Nobel-Prize winning breakthroughs to discover the source of youth that eluded sixteenth-century explorer Juan Ponce de León. [Joe briefly confuses Ponce de León with Vasco de Gama.]

NOTE: Joe has invested with Dr. Klausner in multiple companies, most recently in Dr. Klausner's latest venture, Altos Labs.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

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