Byrne Hobart - FTX, Drugs, Twitter, Taiwan, & Monasticism
Perhaps the most interesting episode so far.
Byrne Hobart writes at thediff.co, analyzing inflections in finance and tech.
He explains:
* What happened at FTX
* How drugs have induced past financial bubbles
* How to be long AI while hedging Taiwan invasion
* Whether Musk’s Twitter takeover will succeed
* Where to find the next Napoleon and LBJ
* & ultimately how society can deal with those who seek domination and recognition
Watch on YouTube. Listen on Apple Podcasts, Spotify, or any other podcast platform. Read the full transcript here.
Follow me on Twitter for updates on future episodes.
Timestamps:
(0:00:50) - What the hell happened at FTX?
(0:07:03) - How SBF Faked Being a Genius:
(0:12:23) - Drugs Explain Financial Bubbles
(0:17:12) - On Founder Physiognomy
(0:21:02) - Indexing Parental Involvement in Raising Talented Kids
(0:30:35) - Where are all the Caro-level Biographers?
(0:39:03) - Where are today's Great Founders?
(0:48:29) - Micro Writing -> Macro Understanding
(0:51:48) - Elon's Twitter Takeover
(1:00:50) - Does Big Tech & West Have Great People?
(1:11:34) - Philosophical Fanatics and Effective Altruism
(1:17:17) - What Great Founders Have In Common
(1:19:56) - Thinkers vs. Analyzers
(1:25:40) - Taiwan Invasion bets & AI Timelines
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dwarkesh.com
More description
Perhaps the most interesting episode so far.
Byrne Hobart writes at thediff.co, analyzing inflections in finance and tech.
He explains:
* What happened at FTX
* How drugs have induced past financial bubbles
* How to be long AI while hedging Taiwan invasion
* Whether Musk’s Twitter takeover will succeed
* Where to find the next Napoleon and LBJ
* & ultimately how society can deal with those who seek domination and recognition
Watch on YouTube. Listen on Apple Podcasts, Spotify, or any other podcast platform. Read the full transcript here.
Follow me on Twitter for updates on future episodes.
Timestamps:
(0:00:50) - What the hell happened at FTX?
(0:07:03) - How SBF Faked Being a Genius:
(0:12:23) - Drugs Explain Financial Bubbles
(0:17:12) - On Founder Physiognomy
(0:21:02) - Indexing Parental Involvement in Raising Talented Kids
(0:30:35) - Where are all the Caro-level Biographers?
(0:39:03) - Where are today's Great Founders?
(0:48:29) - Micro Writing -> Macro Understanding
(0:51:48) - Elon's Twitter Takeover
(1:00:50) - Does Big Tech & West Have Great People?
(1:11:34) - Philosophical Fanatics and Effective Altruism
(1:17:17) - What Great Founders Have In Common
(1:19:56) - Thinkers vs. Analyzers
(1:25:40) - Taiwan Invasion bets & AI Timelines
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dwarkesh.com
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