AI, Semiconductors, and the Robotic Frontier: Gavin Baker is the Managing Partner and CIO of Atreides Management. We cover the competition at scale among the Magnificent Seven, what he’s learned from observing Nvidia’s growth over a quarter-century, and how investors should approach the current AI paradigm.
Bangers all-year: (best new pod) BG2 and (consistent; except their political focus) All-In
All-in: The Jonathan Haidt Interview: This interview with Jonathan Haidt explores the impact of social media and modern technology on younger generations, particularly Gen Z. They cover topics like the addictive nature of social media, declining mental health in younger generations, overall changes in societal discourse on politics, and more. According to Haidt, modern political discourse has become toxic as the left has shifted from economic issues to power dynamics and identity politics, while the right has become more reactionary and fixated on ‘culture wars’, with both sides moving away from their traditional liberal and conservative principles. This has led to increased polarization, with both sides defining themselves more by opposition to the other than by coherent, positive visions for society.
Plain English: Exercise May Be the Single Most Potent Medical Intervention Ever Known: This podcast highlights the profound impact of exercise on health and longevity, presenting compelling statistics and research findings that demonstrate how regular physical activity significantly reduces the risk of various diseases, improves sleep quality, and potentially extends lifespan.
Songs: Family Matters – Drake, Not Like Us – Kendrick Lamar, Band4Band – Central Cee & Lil Baby, Big Dawgs – Hanumankind, Hot Uptown – Camila Cabello & Drake, I Had Some Help – Morgan Wallen & Post Malone, We Won – Tion Wayne & Russ Millions
Albums: american dream – 21 savage, GNX – Kendrick Lamar, Brat – Charli xcx, We Don’t Trust You – Future & Metro Boomin, Insano – Kid Cudi, Vultures 1 – Kanye West & Ty Dolla $ign
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