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    Technology

    “Upstream” with Erik Torenberg

    You’ll hear consequential ideas here first, and in the mainstream months later. Upstream is a curated nexus feed from the Turpentine podcast network, bringing you expert-level conversations hosted by some of the most compelling thinkers in the world including Noah Smith, Samo Burja, Byrne Hobart, Erik Torenberg, and Nathan Labenz.
    Guests include Marc Andreessen, Balaji Srinivasan, Dario Amodei, Brian Armstrong, David Sacks, Sam Harris, Katherine Boyle, Curtis Yarvin, and many more unmissable conversations.

    Advertise

    Copyright: © 399838

    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    E121: Kevin Kelly on What Makes Us Human in an AI World Feb 27, 2025
    Show notes

    In this episode of Upstream, we’re releasing Erik Torenberg’s interview from 2023 with Kevin Kelly, founding executive editor of Wired Magazine, discussing Kevin’s new advice book, the impact of gratitude, and how technology, especially AI, interacts with and shapes human existence and culture.


    —


    📰Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess


    🙏Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse

    —

    RECOMMENDED PODCASTS:

    🎙️ Second Opinion

    Join Christina Farr, Ash Zenooz and Luba Greenwood as they bring influential entrepreneurs, experts and investors into the ring for candid conversations at the frontlines of healthcare and digital health every week.

    Spotify: https://open.spotify.com/show/0A8NwQE976s32zdBbZw6bv

    Apple: https://podcasts.apple.com/us/podcast/second-opinion-with-christina-farr-ash-zenooz-md-luba/id1759267211

    YouTube: https://www.youtube.com/@SecondOpinionwithChristinaFarr


    —

    SPONSORS:

    ☁️Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds and offers one consistent price. Oracle is offering to cut your cloud bill in half. See if your company qualifies at oracle.com/turpentine


    🎯Say goodbye to the headaches of out-of-home advertising. AdQuick combines technology, OOH expertise, and data to enable efficient, seamless ad buying across the globe. Visit adquick.com to start reaching your customers in the real world.


    🕵️‍♂️Take your personal data back with Incogni! Use code UPSTREAM at the link below and get 60% off an annual plan: https://incogni.com/upstream


    💥 Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist.


    —

    LINKS:

    Kevin Kelly's book: Excellent Advice for Living: https://www.amazon.com/Excellent-Advice-Living-Wisdom-Earlier/dp/0593654528


    —

    X / TWITTER:

    @kevin2kelly

    @eriktorenberg

    @turpentinemedia


    —

    HIGHLIGHTS FROM THE EPISODE:

    • Kevin Kelly published an advice book featuring "telegraphic aphorisms" rather than stories, which better suits his style.
    • Kevin believes gratitude unlocks all virtues by connecting us to others through recognizing what we've been given.
    • Emotional responses work faster than logical thinking, which is why people remember how you made them feel more than what you said.
    • Reflecting on what irritates you in others can provide valuable insight into understanding yourself.
    • Humans are "opaque to themselves," lacking clear understanding of their own minds and motivations.
    • Kevin disputes overpopulation concerns, warning instead about future population collapse.
    • According to Kelly, the joy of having children compounds, and he's never met anyone who regretted having more children.
    • Kevin views speciation of humans as more likely to come through genetic engineering than cyborg technology.
    • Kevin dismisses rapid AI takeover fears as "comic book fantasy," arguing that intelligence alone doesn't guarantee dominance.
    • The concept of "we've invented our humanity" refers to language, cooking, domestication, and other technologies that shaped human evolution.
    • Kevin predicts AI will help us understand our own intelligence better, forcing us to reconsider concepts like creativity.
    • Most effective systems combine mostly decentralized elements with small amounts of centralized control.
    • Silicon Valley's contribution to culture includes "demoralizing failure" – reframing it as a necessary component of progress.
    • Small, managed failures prevent catastrophic ones and should be viewed as learning experiences.
    • Kelly embraces the concept of "fail forward" – treating failures as stepping stones rather than endpoints.

    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    E120: Why Europe Matters for America’s Future w/ Samo Burja Feb 23, 2025
    Show notes

    This week on Upstream, Erik Torenberg and Samo Burja discuss the widespread interest in U.S. politics and its global influence, particularly in Western and European countries, the internet's role in synchronizing political and cultural norms, and potential changes in European political landscapes influenced by American ideologies and media.


    —


    📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess


    🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse

    —

    RECOMMENDED PODCASTS:

    🎙️Live Players

    Samo Burja and Erik Torenberg provide analysis of the news and case studies of Live Players, as well as key institutions and technologies that make up the global power landscape.

    Apple: https://podcasts.apple.com/us/podcast/live-players-with-samo-burja-and-erik-torenberg/id1718925188

    Spotify: https://open.spotify.com/show/5fbMTkHBnom1JIBWYNVBK1?si=01ed191c74264f55

    Youtube: https://www.youtube.com/@LivePlayerswithSamoBurja


    🎙️ Second Opinion

    Join Christina Farr, Ash Zenooz and Luba Greenwood as they bring influential entrepreneurs, experts and investors into the ring for candid conversations at the frontlines of healthcare and digital health every week.

    Spotify: https://open.spotify.com/show/0A8NwQE976s32zdBbZw6bv

    Apple: https://podcasts.apple.com/us/podcast/second-opinion-with-christina-farr-ash-zenooz-md-luba/id1759267211

    YouTube: https://www.youtube.com/@SecondOpinionwithChristinaFarr


    —

    SPONSORS:

    ☁️ Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds and offers one consistent price. Oracle is offering to cut your cloud bill in half. See if your company qualifies at oracle.com/turpentine


    🎯 Say goodbye to the headaches of out-of-home advertising. AdQuick combines technology, OOH expertise, and data to enable efficient, seamless ad buying across the globe. Visit adquick.com to start reaching your customers in the real world.


    🕵️‍♂️ Take your personal data back with Incogni! Use code UPSTREAM at the link below and get 60% off an annual plan: https://incogni.com/upstream


    💥 Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist.


    —

    LINKS:

    Two buttons meme: https://ih1.redbubble.net/image.2365085899.3351/st,small,507x507-pad,600x600,f8f8f8.jpg

    The Clash of Civilizations: https://www.amazon.com/Clash-Civilizations-Remaking-World-Order/dp/1451628978


    Bismark Analysis: https://brief.bismarckanalysis.com/


    —

    X / TWITTER:

    @SamoBurja

    @eriktorenberg

    @turpentinemedia


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    E119: Free Trade, AI Integration, and Shopify Q4 Results w/ Shopify President Harley Finkelstein Feb 20, 2025
    Show notes

    Erik Torenberg interviews Harley Finkelstein, president of Shopify, discussing tariffs, political shifts, Shopify's earnings, and the evolution of entrepreneurship.


    —


    📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess


    🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse

    —

    RECOMMENDED PODCASTS:

    🎙️Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. This season's guests include: Delian Asparouhov & Nadia Asparouhova, Kristen Berman & Phil Levin, Rob Henderson, and Liv Boeree & Igor Kurganov.

    Apple: https://podcasts.apple.com/us/podcast/id1786227593

    Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg

    YouTube: https://www.youtube.com/@ModernRelationshipsPod


    SPONSORS:

    ☁️Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds and offers one consistent price. Oracle is offering to cut your cloud bill in half. See if your company qualifies at oracle.com/turpentine


    🎯Say goodbye to the headaches of out-of-home advertising. AdQuick combines technology, OOH expertise, and data to enable efficient, seamless ad buying across the globe. Visit adquick.com to start reaching your customers in the real world.


    🕵️‍♂️Take your personal data back with Incogni! Use code UPSTREAM at the link below and get 60% off an annual plan: https://incogni.com/upstream


    💥 Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist.


    —

    LINKS:

    Shopify: https://www.shopify.com/

    Firebelly Tea: https://www.firebellytea.com/

    Big Shot Podcast: https://www.bigshot.show/

    Shopify president on e-commerce trends, impact of tariffs and state of the consumer: https://www.youtube.com/watch?v=si_j0P0DPM4

     World's First Podcast: https://linktr.ee/worldsfirstpodcast

     Nobody Wants This (Netflix): https://www.netflix.com/title/81591296


    —

    X / TWITTER:

    @harleyf

    @Shopify

    @eriktorenberg

    @turpentinemedia


    —

    HIGHLIGHTS FROM THE EPISODE:

    • Harley views tariffs as adding unnecessary complexity to entrepreneurship.
    • Shopify advocates for streamlining business creation processes.
    • Not every business needs external funding to succeed.
    • Shopify Capital helps merchants who can't access traditional funding.
    • Harley's Big Shot podcast archives stories of successful Jewish entrepreneurs.
    • A common theme across entrepreneur interviews is crediting spouses for success.
    • October 7th strengthened Harley's connection to his Jewish identity.
    • Harley employs different mentors for different aspects of life.
    • Montreal's culture celebrates entrepreneurs as cultural heroes.
    • Commonwealth countries suffer from "tall poppy syndrome" that discourages standing out.
    • 2024 was Shopify's strongest year with nearly $300 billion in GMV.
    • International merchants now represent 50% of Shopify's user base.
    • Post-omnichannel commerce focuses on selling in places most relevant to specific customers.
    • Content, entertainment, and commerce are increasingly blending for successful brands.
    • Shopify takes a practical approach to AI implementation across its platform.
    • AI features include generated replies, media editing, and business coaching.
    • Shopify created dual career tracks: management and "crafters" (individual contributors).
    • The "Mastery" program enables promotions while staying focused on craft expertise.
    • Shopify operates "digital by design" - primarily remote with intentional gatherings.
    • Leadership team members are distributed across multiple geographic locations.
    • The company uses "tours of duty" - three-year commitments with deliberate check-ins.
    • Employees must grow at a rate equal to or greater than the company's growth.

    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    E118: Ending Woke, Why Elon Wins, and A Return to Innovation w/ Marc Andreessen [Moment of Zen repost] Feb 17, 2025
    Show notes

    Marc Andreessen and Erik Torenberg discuss the ongoing political and cultural shift in America, covering topics such as preference falsification, the role of DEI in tech and other sectors, the influence of group chats, and the emerging dynamic in politics with highly capable appointments in the new administration.


    —


    📰Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess


    🙏Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse

    —

    RECOMMENDED PODCASTS:

    🎙️Moment of Zen

    Every week, Erik Torenberg, Dan Romero, Antonio Garcia Martinez and frequent special guests discuss what's happening in technology, business, politics, and beyond.

    Subscribe on Spotify: https://open.spotify.com/show/15KYOzvDzAQvqX0z0SpHEJ

    Apple: https://podcasts.apple.com/us/podcast/moment-of-zen/id1661672738


    🎙️Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. This season's guests include: Delian Asparouhov & Nadia Asparouhova, Kristen Berman & Phil Levin, Rob Henderson, and Liv Boeree & Igor Kurganov.

    Apple: https://podcasts.apple.com/us/podcast/id1786227593

    Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg

    YouTube: https://www.youtube.com/@ModernRelationshipsPod


    —

    SPONSORS:

    ☁️ Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds and offers one consistent price. Oracle is offering to cut your cloud bill in half. See if your company qualifies at oracle.com/turpentine


    🎯 Say goodbye to the headaches of out-of-home advertising. AdQuick combines technology, OOH expertise, and data to enable efficient, seamless ad buying across the globe. Visit adquick.com to start reaching your customers in the real world.


    🕵️‍♂️ Take your personal data back with Incogni! Use code UPSTREAM at the link below and get 60% off an annual plan: https://incogni.com/upstream


    💥 Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist.


    —

    LINKS:

    "Private Truth, Public Lies" by Timur Kuran: https://www.hup.harvard.edu/books/9780674707580

    "The Power of the Powerless" by Václav Havel: https://www.amazon.com/Power-Powerless-Vaclav-Havel/dp/178487504X

    "Why are Jews Liberal" by Norman Podhoretz: https://www.amazon.com/Why-Jews-Liberals-Norman-Podhoretz/dp/0307456250

    "Atlas Shrugged" by Ayn Rand: https://www.amazon.com/Atlas-Shrugged-Ayn-Rand/dp/0451191145

    Pew Research Survey: https://www.pewresearch.org/religion/2023/03/15/americans-feel-more-positive-than-negative-about-jews-mainline-protestants-catholics/


    —

    X / TWITTER:

    @pmarca

    @eriktorenberg

    @turpentinemedia


    —

    HIGHLIGHTS FROM THE EPISODE:

    • Commerce Secretary now advocates for out-innovating China, marking a complete reversal.
    • "Preference falsification" in American society is starting to unwind.
    • The 2014 Mozilla CEO cancellation became a template for future tech industry purges.
    • "Woke" ideology is declining culturally but remains embedded in institutions.
    • Private messaging groups became modern samizdat for honest communication.
    • Cultural shifts start in San Francisco and spread outward with predictable delays.
    • October 7th caused major Jewish American political realignment.
    • Evangelical Christians show strong support for Jews despite opposite sentiment in return.
    • New administration appointments show exceptional quality compared to historical standards.
    • Government blocked innovation in physical things, then tried to restrict digital innovation.
    • European regulations are forcing global tech compliance.
    • New administration combines experienced staffers with high-caliber outsiders.

    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    E117: The Future of Martian & Interplanetary Societies w/ Samo Burja Feb 14, 2025
    Show notes

    This week on Upstream, Erik Torenberg and Samo Burja discuss the economic, political, and cultural implications of colonizing Mars and the Moon, discussing space treaties, potential Martian and Earth societal divergence, and the technological advancements driving humanity's future as a multi-planetary species.


    —


    📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess


    🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse

    —

    RECOMMENDED PODCASTS:

    🎙️Live Players

    Samo Burja and Erik Torenberg provide analysis of the news and case studies of Live Players, as well as key institutions and technologies that make up the global power landscape.

    Apple: https://podcasts.apple.com/us/podcast/live-players-with-samo-burja-and-erik-torenberg/id1718925188

    Spotify: https://open.spotify.com/show/5fbMTkHBnom1JIBWYNVBK1?si=01ed191c74264f55

    Youtube: https://www.youtube.com/@LivePlayerswithSamoBurja


    🎙️Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. This season's guests include: Delian Asparouhov & Nadia Asparouhova, Kristen Berman & Phil Levin, Rob Henderson, and Liv Boeree & Igor Kurganov.

    Apple: https://podcasts.apple.com/us/podcast/id1786227593

    Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg

    YouTube: https://www.youtube.com/@ModernRelationshipsPod


    —

    SPONSORS:

    ☁️ Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds and offers one consistent price. Oracle is offering to cut your cloud bill in half. See if your company qualifies at oracle.com/turpentine


    🎯 Say goodbye to the headaches of out-of-home advertising. AdQuick combines technology, OOH expertise, and data to enable efficient, seamless ad buying across the globe. Visit adquick.com to start reaching your customers in the real world.


    🕵️‍♂️ Take your personal data back with Incogni! Use code UPSTREAM at the link below and get 60% off an annual plan: https://incogni.com/upstream


    💥 Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist.


    —

    LINKS:

    Starship: https://www.spacex.com/vehicles/starship/

    (Pirate Wars) Moon Should Be a State: https://www.piratewires.com/p/moon-should-be-a-state

    Artemis: https://www.nasa.gov/feature/artemis/

    SLS: https://www.nasa.gov/humans-in-space/space-launch-system/

    Boom Supersonic:https://boomsupersonic.com/

    Blue Origin: https://www.blueorigin.com/


    Referenced Live Players episodes:

    The Turbulence of Boeing: Decline and Future Prospects: https://www.youtube.com/watch?v=Q1pmCK6CrK4

    The Technology That Can Reshape Nations (Desalination): https://www.youtube.com/watch?v=A_gEHhSXECs


    Bismark Analysis: https://brief.bismarckanalysis.com/


    —

    X / TWITTER:

    @samoburja

    @eriktorenberg

    @turpentinemedia


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    E116: Stuck Academia, US vs China, and Why Startups Work Feb 08, 2025
    Show notes

    Today, we're re-releasing an episode from 2023 where Erik Torenberg sits down with physicist and startup founder Steve Hsu on topics including the ideological shift in academia, the impact of AI on labor, China's technological advancements and geopolitical position, and the global fertility decline.


    —


    📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess


    🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse

    —

    SPONSORS:

    ☁️ Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds and offers one consistent price. Oracle is offering to cut your cloud bill in half. See if your company qualifies at oracle.com/turpentine


    🎯 Say goodbye to the headaches of out-of-home advertising. AdQuick combines technology, OOH expertise, and data to enable efficient, seamless ad buying across the globe. Visit adquick.com to start reaching your customers in the real world.


    💥 Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist.


    —

    RECOMMENDED IN THIS EPISODE:

    Superfocus: https://superfocus.ai/

    Othram: https://othram.com/index.html

    Manifold: https://www.manifold1.com/

    Eric Kaufman’s works: https://scholar.google.com/citations?user=EcCc2C4AAAAJ&hl=en

    NY Times: Idaho University Murder Investigation: https://www.nytimes.com/2023/06/10/us/idaho-university-murder-investigation.html#


    —

    X / TWITTER:

    @hsu_steve

    @eriktorenberg

    @turpentinemedia


    —

    HIGHLIGHTS FROM THE EPISODE:

    • Academia has shifted dramatically leftward, with around 90% of professors in social sciences being left-leaning.

    • Traditional academic merit-based systems like GRE requirements are being dismantled in favor of DEI initiatives.

    • Truth-seeking academics are increasingly moving to industry, particularly tech and innovation sectors.

    • The University of Austin represents an attempt to create an alternative academic institution focused on traditional academic values.

    • Global fertility decline is linked to fundamental changes in women's roles and societal values around family formation.

    • Current demographic challenges in China won't significantly impact their economy for at least 20 years.

    • AI is already capable of replacing complex customer service roles, as demonstrated in Philippines' call centers.

    • Law firms are reporting 20-30% efficiency gains from current AI implementations.

    • The guest views AI as humanity's descendants rather than a separate threatening entity.

    • Most Westerners, including tech leaders, are poorly informed about China's actual technological and economic capabilities.

    • China has built a comparable or superior tech ecosystem to the US in many areas.

    • The US needs to accept a bipolar world order rather than trying to maintain sole hegemony.

    • Western concerns about China's demographic collapse are often based on poor understanding of the data.

    • The future of AI research should focus more on theoretical understanding rather than just building bigger models.

    • The guest's company Othram has revolutionized crime-solving through advanced DNA analysis.

    • The guest balances work between deep theoretical physics problems and practical startup applications.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    E115: New Tariff Implications, DeepSeek and Open Source Analysis, and Meta’s Big Bets w/ Byrne Hobart Feb 06, 2025
    Show notes

    Erik Torenberg and Byrne Hobart discuss the implications of recent tariffs, the impact of AI advancements like DeepSeek, Meta's investments in VR and AI, stock market dynamics, and differing perspectives on open-source AI models.


    —


    📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess


    🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse


    —

    RECOMMENDED PODCASTS:

    🎙️Investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future.

    Apple: https://podcasts.apple.com/us/podcast/the-riff-with-byrne-hobart-and-erik-torenberg/id1716646486

    Spotify: https://open.spotify.com/show/6rANlV54GCARLgMOtpkzKt

    YouTube: https://www.youtube.com/@TheRiffPodcast

    —

    SPONSORS:

    ☁️ Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds and offers one consistent price. Oracle is offering to cut your cloud bill in half. See if your company qualifies at oracle.com/turpentine


    📝 Notion offers powerful workflow and automation templates, perfect for streamlining processes and laying the groundwork for AI-driven automation. With Notion AI, you can search across thousands of documents from various platforms, generating highly relevant analysis and content tailored just for you - try it for free at notion.com/upstreampod


    🎯 Say goodbye to the headaches of out-of-home advertising. AdQuick combines technology, OOH expertise, and data to enable efficient, seamless ad buying across the globe. Visit adquick.com to start reaching your customers in the real world.


    💥 Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist.


    —

    LINKS:

    Byrne’s writing: https://thediff.co


    —

    X / TWITTER:

    @byrnehobart

    @turpentinemedia


    —

    HIGHLIGHTS FROM THE EPISODE:

    • Trump's proposed 25% tariffs on Canadian goods highlight tensions between using tariffs as negotiation tactics versus long-term economic strategy.

    • China's Belt and Road Initiative is essentially branding for existing Chinese international infrastructure investments aimed at extending economic influence.

    • DeepSeek's AI developments caused unexpected market reactions, with non-AI momentum stocks rising as investors unwound their AI-focused positions.

    • Forward Deployed Engineers serve as crucial bridges between complex technical products and business implementation, helping evolve products based on real-world usage.

    • Meta's significant capital expenditure on AI infrastructure represents a strategic shift from being purely asset-light to more capital-intensive.

    • A fantasy stock-picking competition aims to identify investment talent outside traditional recruiting paths through various categories like small-cap, mid-size, and event-driven investments.

    • The transition from asset-light to capital-intensive business models can actually strengthen a company's competitive position by making value harder to replicate.

    • Meta's metaverse investment might be premature, but AR (rather than VR) could emerge as the dominant future interface.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    E114: Tyler Cowen on Legacy, Twitter + Harvard, and Fertility Decline [Upstream Archive] Feb 02, 2025
    Show notes

    Tyler Cowen discusses his book on the greatest economists of all time, evaluates the contributions of macroeconomics, and touches on topics such as stagnation, AI, fertility, and the future of academia and societal trends.


    —


    📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess


    🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse


    —

    RECOMMENDED PODCASTS:

    🎙️Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. This season's guests include: Delian Asparouhov & Nadia Asparouhova, Kristen Berman & Phil Levin, Rob Henderson, and Liv Boeree & Igor Kurganov.

    Apple: https://podcasts.apple.com/us/podcast/id1786227593

    Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg

    YouTube: https://www.youtube.com/@ModernRelationshipsPod

    —

    SPONSORS:

    ☁️ Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds and offers one consistent price. Oracle is offering to cut your cloud bill in half. See if your company qualifies at oracle.com/turpentine


    📝 Notion offers powerful workflow and automation templates, perfect for streamlining processes and laying the groundwork for AI-driven automation. With Notion AI, you can search across thousands of documents from various platforms, generating highly relevant analysis and content tailored just for you - try it for free at notion.com/upstreampod


    🎯 Say goodbye to the headaches of out-of-home advertising. AdQuick combines technology, OOH expertise, and data to enable efficient, seamless ad buying across the globe. Visit adquick.com to start reaching your customers in the real world.


    💥 Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist.


    —

    LINKS:

    Read Tyler's new book for free: https://econgoat.ai/

    Tyler's blog: https://marginalrevolution.com


    —

    X / TWITTER:

    @tylercowen

    @eriktorenberg

    @turpentinemedia


    —

    HIGHLIGHTS FROM THE EPISODE:

    • Tyler Cowen wrote his book "Greatest Economist of All Time" during the pandemic when he was confined at home and couldn't access libraries.
    • Tyler believes that while macroeconomics isn't predictive, it helps understand variables that affect economic outcomes, like in Argentina's current situation.
    • In Tyler’s view, the U.S. economy has become more controlled and statist over recent decades, though personal freedoms have increased in some areas.
    • Academic economics has shifted significantly to the left, with about five-sixths of economists with party affiliations being Democrats.
    • Population decline as a serious threat that AI might help address but won't fully solve without maintaining human population.
    • A large subsidy (around $300,000-400,000 per child) might be needed to effectively address falling birth rates.
    • On higher education, he believes Harvard and other elite institutions will shift toward the center but won't fundamentally change their nature.
    • Tyler runs Emergent Ventures, which has over 500 winners, focusing on funding talented individuals rather than specific projects or fields.
    • He maintains that liberal democracies remain the most successful model, despite criticisms from post-liberal thinkers.
    • Regarding his own legacy, Tyler believes his main contribution is demonstrating that a certain kind of intellectual life is possible and can be influential.
    • He argues that his strength lies in integrating theoretical thinking with practical projects while maintaining intellectual curiosity.
    • Tyler expresses optimism about the University of Austin while acknowledging the challenges of scaling alternative educational institutions.

    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    E113: Reflections on Yarvin, Why the Right is Stuck, and Startups as Dictatorships w/ Samo Burja Jan 31, 2025
    Show notes

    In this episode, Samo Burja and Erik Torenberg discuss Curtis Yarvin's recent New York Times interview. They explored his ideas, especially the comparison between corporate market dynamics and government functionality, and the need for live players in leadership to prevent bureaucratic decay.

    —


    📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess


    🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse


    —

    RECOMMENDED PODCASTS:

    🎙️Live Players

    Samo Burja and Erik Torenberg provide analysis of the news and case studies of Live Players, as well as key institutions and technologies that make up the global power landscape.

    Apple: https://podcasts.apple.com/us/podcast/live-players-with-samo-burja-and-erik-torenberg/id1718925188

    Spotify: https://open.spotify.com/show/5fbMTkHBnom1JIBWYNVBK1?si=01ed191c74264f55

    Youtube: https://www.youtube.com/@LivePlayerswithSamoBurja


    🎙️Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. This season's guests include: Delian Asparouhov & Nadia Asparouhova, Kristen Berman & Phil Levin, Rob Henderson, and Liv Boeree & Igor Kurganov.

    Apple: https://podcasts.apple.com/us/podcast/id1786227593

    Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg

    YouTube: https://www.youtube.com/@ModernRelationshipsPod

    —

    SPONSORS:

    ☁️ Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds and offers one consistent price. Oracle is offering to cut your cloud bill in half. See if your company qualifies at oracle.com/turpentine


    📝 Notion offers powerful workflow and automation templates, perfect for streamlining processes and laying the groundwork for AI-driven automation. With Notion AI, you can search across thousands of documents from various platforms, generating highly relevant analysis and content tailored just for you - try it for free at notion.com/upstreampod


    🎯 Say goodbye to the headaches of out-of-home advertising. AdQuick combines technology, OOH expertise, and data to enable efficient, seamless ad buying across the globe. Visit adquick.com to start reaching your customers in the real world.


    💥 Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist.


    —

    LINKS:

    'The Interview': Curtis Yarvin Says Democracy is Done (NY Times): https://www.nytimes.com/2025/01/18/magazine/curtis-yarvin-interview.html

    Dwarkesh’s tweet: https://x.com/dwarkesh_sp/status/1881776987322376435

    Samo’s Tweet: https://x.com/SamoBurja/status/1882525049003164147


    Bismark Analysis: https://brief.bismarckanalysis.com/


    —

    X / TWITTER:

    @samoburja

    @eriktorenberg

    @turpentinemedia


    —

    HIGHLIGHTS FROM THE EPISODE:

    • Curtis Yarvin's influence on tech-right thinking challenged conventional political discourse through digital platforms.
    • Corporate efficiency doesn't follow natural selection principles - institutional success requires active leadership rather than market forces alone.
    • Government accountability and innovation are stifled by bureaucratic gridlock, with catastrophic potential costs to society (exemplified by China's one-child policy).
    • Mainstream political ideologies (left & right) are more aligned than they appear, suggesting democracy isn't the final stage of political evolution.
    • Engaging with controversial thinkers like Yarvin reveals important critiques of current systems, even when disagreeing with their proposed solutions.
    • Societal progress requires harnessing collective energy and maintaining efficient governance structures.

    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    E112: Election Update, Tech’s Political Shift, and America’s Stuck GDP | This Won’t Last Jan 25, 2025
    Show notes

    This week on Upstream, we’re sharing Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg’s discussion of the 2025 post-election landscape centered on Trump's victory, examining his evolved approach and tech industry support, while exploring interconnected policy challenges around immigration, corporate politics, urban crime, and market regulation in areas like wildfire insurance and healthcare.


    —


    📰Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess


    🙏Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse


    —

    RECOMMENDED PODCASTS:

    🎙️This Won't Last

    Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics.

    Apple Podcasts: https://podcasts.apple.com/id1765665937

    Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz

    YouTube: https://www.youtube.com/@ThisWontLastpodcast


    🎙️Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. This season's guests include: Delian Asparouhov & Nadia Asparouhova, Kristen Berman & Phil Levin, Rob Henderson, and Liv Boeree & Igor Kurganov.

    Apple: https://podcasts.apple.com/us/podcast/id1786227593

    Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg

    YouTube: https://www.youtube.com/@ModernRelationshipsPod

    —

    SPONSORS:

    ☁️ Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds and offers one consistent price. Oracle is offering to cut your cloud bill in half. See if your company qualifies at oracle.com/turpentine


    📝 Notion offers powerful workflow and automation templates, perfect for streamlining processes and laying the groundwork for AI-driven automation. With Notion AI, you can search across thousands of documents from various platforms, generating highly relevant analysis and content tailored just for you - try it for free at notion.com/upstreampod


    🎯 Say goodbye to the headaches of out-of-home advertising. AdQuick combines technology, OOH expertise, and data to enable efficient, seamless ad buying across the globe. Visit adquick.com to start reaching your customers in the real world.


    💥 Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist.


    —

    LINKS:

    Check out the Logan Bartlett Show: ‪@theloganbartlettshow‬


    —

    X / TWITTER:

    @rabois

    @kevinryan

    @loganbartlett

    @zachweinberg

    @turpentinemedia


    —

    HIGHLIGHTS FROM THE EPISODE:

    • Trump won the presidency with refined messaging and tech industry backing, despite a narrow popular vote margin.
    • His administration combines qualified experts and controversial picks, emphasizing economic growth and debt reduction.
    • Immigration debate centered on H-1B reform and enforcement policy, balancing population needs with border control.
    • Companies have largely adopted Coinbase's "no politics at work" stance, though diversity initiatives remain contentious.
    • NYC crime shows declining murders but rising minor crimes, spurring debates over bail reform and policing.
    • California's wildfire insurance crisis highlights market dynamics as private insurers exit high-risk areas.
    • Regulatory capture in healthcare and auto sales demonstrates how entrenched interests create market inefficiencies.

    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


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