Nov 19
Why Silicon Valley Turned Against Defense (And How We’re Fixing It)
<p>Palmer Luckey got fired from Meta for backing the wrong candidate—now he's the hero saving American defense, and that shift tells you everything about how fast the ground moved beneath Silicon Valley's feet. For decades, tech and defense were allies, then came 15 years of host ... Show More
1h 14m
Sep 2025
China Has Mass. Can America Catch Up?
<p>Ben, Marc, and Erik Torenberg are joined by Brian Schimpf, Cofounder & CEO of Anduril, and Chris Power, Founder & CEO of Hadrian. Together, they dig into America’s defense production gap: why the U.S. can out-innovate but not out-produce—and what it will take to turn that arou ... Show More
56m 21s
Aug 2025
#477 – Keyu Jin: China’s Economy, Tariffs, Trade, Trump, Communism & Capitalism
Keyu Jin is an economist specializing in China’s economy, international macroeconomics, global trade imbalances, and financial policy. She is the author of The New China Playbook: Beyond Socialism and Capitalism. Thank you for listening ❤ Check out our sponsors: https://lexfridma ... Show More
1h 57m
May 2025
Xi Jinping’s paranoid approach to AGI, debt crisis, & Politburo politics — Victor Shih
On this episode, I chat with Victor Shih about all things China. We discuss China’s massive local debt crisis, the CCP’s views on AI, what happens after Xi, and more.Victor Shih is an expert on the Chinese political system, as well as their banking and fiscal policies, and he has ... Show More
1h 29m
Aug 2025
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tar ... Show More
1h 6m
Sep 2024
Human Data is Key to AI: Alex Wang from Scale AI
<p>What if the key to unlocking AI's full potential lies not just in algorithms or compute, but in data? </p><p>In this episode, a16z General Partner David George sits down with Alex Wang, founder and CEO of Scale AI, to discuss the crucial role of "frontier data" in advancing ar ... Show More
30m 56s
Dec 2024
Jobs of the Future, Harnessing Earth Observation, & Gaming Tech Advances
<p>As 2025 begins, industries are evolving at unprecedented speed: robots are revolutionizing manufacturing, terabytes of earth observation data are driving new possibilities, and gaming technology is transforming how we design, train, and innovate across sectors.</p><p>In this e ... Show More
41m 59s
Marc Andreessen and Ben Horowitz sit down with Margit Wennmachers—the woman who turned two unknown entrepreneurs with $300 million and zero investing track record into the most talked-about firm in venture capital. She unpacks how they weaponized transparency in an industry built on secrecy, why Fortune's cover story triggered a cartel meltdown, and the exac ... Show More
<p>(0:00) Introducing Eric Schmidt</p> <p>(1:59) Thoughts on remote work and work-life balance</p> <p>(3:49) Approaching AI: US vs China</p> <p>(8:04) Relativity Space, rockets, drones, defense, and more</p> <p>(17:32) Future role of America, and the decline of the West</p> <p>(2 ... Show More