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Joe and Tara sat down with our friends at Modern Relationships for a conversation about their relationship—their meet-cute, what happened afterwards, the wisdom they have to share with us, and how they shifted their relationship from abusive to one that you can't help but want for yourself. Together with Erik Torenberg, they discuss:How to navigate intense triggers and deep emotional challengesThe crucial role of personal growth and transformationPractical strategies for effective communication and conflict resolutionMoving beyond blame and shame to foster genuine mutual understandingEmbracing change and life transitions as opportunities for deeper intimacySend us your questions on Twitter, through our website, or in our Circle community! Joe on X: @FU_JoeHudson Brett on X: @airkistler AOA on X: @artofaccomp Visit Us: www.artofaccomplishment.comWe invite you to experience our work. Reserve your spot at www.view.life/exploreThanks to Modern Relationships for hosting this episode. Find more at the links below:SpotifyAppleYouTube
What if the rise of Apple also built modern China?a16z's Erik Torenberg is joined by board partner and former Microsoft Windows chief Steven Sinofsky to unpack how Apple's pursuit of design excellence and supply chain scale catalyzed China's manufacturing superpower status - and why that partnership is now under intense scrutiny.Inspired by the book Apple in China (but not a book review), the episode dives deep into:The early days of Apple's shift to Chinese manufacturing What experts got wrong in 1999 about trade, globalization, and China's trajectoryHow Tim Cook's operational playbook reshaped the global tech industryBehind-the-scenes stories from Microsoft's own hardware battles and Surface launchWhy Apple's entanglement with China may now be a strategic liabilityWhat COVID revealed about fragile global dependencies — and where innovation goes nextHow national policy, intellectual property, and AI intersect in the new industrial eraThe episode opens with a few reactions to WWDC: Apple's new UI, the iPad's evolving role, and why Apple's AI story still feels unfinished - before zooming out into one of the most consequential tech and geopolitical stories of our time.TImecodes:00:00 Introduction00:37 Guest Introduction: Steven Sinofsky00:49 WWDC Reactions and Apple's AI Story02:27 WWDC Highlights: Liquid Glass and iPad Updates05:16 Apple's AI Strategy and Market Dynamics06:34 Meta's AI Moves and Market Implications13:30 Apple's Manufacturing Evolution: From Garage to Global20:50 The Rise of ODMs and Global Manufacturing26:32 Microsoft's Struggle with Piracy in China27:19 Apple's Revolutionary MacBook Air29:30 Challenges in PC Manufacturing31:05 The Rise of Chinese Manufacturing Skills32:07 The Point of No Return for Apple and China32:59 Global Trade and Intellectual Property Issues37:04 COVID-19's Impact on Global Manufacturing41:19 Future of Innovation and Manufacturing47:10 Navigating Intellectual Property in the AI Era48:55 Conclusion and Final ThoughtsResources:Find Steven on X: https://x.com/stevesiFind Erik on X: https://x.com/eriktorenbergStay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
Samo Burja and Erik Torenberg examine how dynastic succession can outperform meritocratic systems. The discussion analyzes successful family-controlled enterprises like the New York Times, Samsung, and Sweden's Wallenberg companies, arguing that hereditary structures can often solve succession problems more effectively than rational selection mechanisms. Make sure to subscribe to Samo Burja's Bismarck Brief and the Live Players podcast to read analyses and briefs like this one: Bismarck Brief: https://brief.bismarckanalysis.com/ Live Players: https://link.chtbl.com/liveplayers --
This week, Noah Smith and Erik Torenberg discuss China's economic strategies, technological advancements, and geopolitical challenges, contrasting them with U.S. policy. They discuss topics from the Hong Kong protests to battery manufacturing and emphasize the need for American industrial policy, education reform, and strategic investment to stay competitive. – SPONSORS: NetSuite More than 41,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: https://netsuite.com/102 Shopify Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at https://shopify.com/momentofzen. AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. – SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co – FOLLOW ON X: @noahpinion @eriktorenberg @turpentinemedia – RECOMMENDED IN THIS EPISODE: Is the U.S. in a "high-level equilibrium trap"?: https://www.noahpinion.blog/p/is-the-us-in-a-high-level-equilibrium Noahpinion: https://www.noahpinion.blog/ – TAKEAWAYS: China's Strategic Position & Capabilities: China can easily police sea lanes to protect their own trade while potentially disrupting others, giving them a significant strategic advantage over America's traditional role as a global public goods provider. Financial System Stress: China faces a persistent drag from their real estate crash and mounting bad debt in local government financing vehicles. Banks are struggling to transition from real estate lending to manufacturing loans, many of which will likely go bad. Electric Tech Stack Revolution: The convergence of lithium-ion batteries, permanent magnet electric motors, and power electronics is creating a new technological paradigm that's replacing combustion engineering across multiple industries. America's Manufacturing Challenge: America has "too many bottlenecks" - only Elon Musk seems capable of overwhelming all 20+ bottlenecks simultaneously, while other talented entrepreneurs can only handle 15 or fewer. Republican Industrial Policy: America needs "Biden-style industrial policy without the everything bagel" - massive subsidies and support for electric tech manufacturing without progressive contractor requirements and community engagement processes. China's Innovation Plateau: By the 2040s, China may face Japan's experience where aging leadership in corporations reduces innovation and creates fewer opportunities for young talent.
Today on Moment of Zen, Erik Torenberg and Noah Smith debunk the myth that globalization destroyed America's middle class, showing wages actually grew during hyperglobalization. It examines the limited "China shock" impact and critiques how both political tribes' technology fears may handicap America's competitiveness against China. --
This week, Noah Smith and Erik Torenberg explore persistent economic myths and recent developments—from cost disease in services like healthcare and education to stagnating manufacturing productivity, rising higher education costs, drug pricing policies, and student loan debates—while also reflecting on broader intellectual shifts driven by culture wars and foreign aid discussions. – SPONSORS: NetSuite More than 41,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: https://netsuite.com/102 AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. – SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co – FOLLOW ON X: @noahpinion @eriktorenberg @turpentinemedia – RECOMMENDED IN THIS EPISODE: Noahpinion: https://www.noahpinion.blog/ – TAKEAWAYS: Healthcare & Education Cost Trends Reversing: Healthcare price growth has slowed significantly since 2009 and is now growing slower than average costs. Technology's Role in Services: AI potentially solving education through personalized one-on-one tutoring (referencing "The Diamond Age"). Student Loans & Market Dynamics: Marginal students are dropping out of college, reducing demand. Pharmaceutical Pricing: Americans actually pay less on average for pharmaceuticals due to cheaper generics. Cultural Commentary: Discussing intellectual debates between prominent thinkers (Tyler Cowen vs. Scott Alexander on foreign aid, Scott Alexander vs. Curtis Yarvin on governance), emphasizing the importance of not getting trapped in the cultural moment of 2020-2021.
What does it take to build a venture firm from scratch—and scale it across multiple waves of technological and cultural change?In this special episode recorded at the a16z LP Summit, Marc Andreessen joins Erik Torenberg for a conversation on the origins and evolution of Andreessen Horowitz. From raising Fund I during the depths of the 2008 financial crisis to shaping the firm's multistage, multi-sector strategy, Marc reflects on how the firm was built—and rebuilt—as the tech landscape shifted.They discuss the rise of “Little Tech,” why policy now matters to startups, how scale became a strategic advantage in venture capital, and why the move from generalists to vertical specialists was inevitable.Along the way, Marc shares behind-the-scenes stories on Facebook's near-sale to Yahoo, the evolution of founder archetypes, the global talent arbitrage, and what too many people still misunderstand about tech's role in society.Resources: Find Marc on X: https://x.com/pmarcaFind Erik on X: https://x.com/eriktorenbergStay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
Today on Moment of Zen, Erik Torenberg and Samo Burja examine "failed" industrial revolutions throughout history, particularly Rome's sophisticated water-powered manufacturing, standardized production, and steam engine prototypes. The discussion explores how civilizations like Rome and Song Dynasty China achieved industrial-scale commerce and technology before ultimately plateauing or collapsing due to demographic, military, or economic constraints. Make sure to subscribe to Samo Burja's Bismarck Brief and the Live Players podcast to read analyses and briefs like this one: Bismarck Brief: https://brief.bismarckanalysis.com/ Live Players: https://link.chtbl.com/liveplayers --
In this episode a16z co-founders Marc Andreessen and Ben Horowitz sit down with legendary music producer and bestselling author Rick Rubin to explore the origin of his unexpected new creation: "The Way of Code"*Blending ancient philosophy and modern AI, The Way of Code reimagines the 3,000-year-old Tao Te Ching for the age of artificial intelligence, software, and “vibe coding.” What began as a viral tweet quickly evolved into a creative manifesto—part book, part tool, part spiritual operating system for the future. Joined by a16z General Partners Anjney Midha and Erik Torenberg, the group dives deep into: How Rick became a meme for Vibe Coding —and then quickly wrote "The Way of Code"Why AI is just another artistic toolRemix culture, creativity, and collective consciousnessWhy great founders and artists need to stay true to themselvesWith shout outs to punk rock, the collective unconscious, and Johnny Cash's famed acoustic sessions, this conversation is a sprawling, soul-searching journey across music, philosophy, tech, and truth. We hope you enjoy this deeply personal and surprisingly practical conversation on how to live—and create—in the age of AI. The Way of Code: https://www.thewayofcode.com/“Tools will come and tools will go. Only the vibe coder remains.” - Rick Rubin Resources: Watch the Tetragrammaton podcast: https://www.youtube.com/channel/UC5Gat6FdyiG5ydUUHqPTAEQRick on X: https://x.com/rickrubinMarc on X: https://x.com/pmarcaMarc's Substack: https://pmarca.substack.com/Ben on X: https://x.com/bhorowitzErik on X: https://x.com/eriktorenbergErik's Substack: https://eriktorenberg.substack.com/Anjney on X: https://x.com/AnjneyMidha Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
Erik Torenberg is joined by Dan Barto and Reuben Torenberg to discuss the Knicks-Pacers and Thunder-Timberwolves playoff series. They talk about the impact of injuries on this year's playoffs, and debate potential trades including where Giannis Antetokounmpo might end up. --
This week, Noah Smith and Erik Torenberg examine global conflicts—especially India-Pakistan tensions—the U.S. military and industrial strategy amid rising threats from China, and the implications of AI and electrification, emphasizing the need for smarter immigration and industrial policies to maintain America's technological and geopolitical edge. – SPONSORS: NetSuite More than 41,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: https://netsuite.com/102 AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. – SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co – FOLLOW ON X: @noahpinion @eriktorenberg @turpentinemedia – RECOMMENDED IN THIS EPISODE: Noahpinion: https://www.noahpinion.blog/ – TAKEAWAYS: India-Pakistan Conflict Analysis: Noah explains the territorial dispute over Kashmir dating back to the 1947 partition, with both countries claiming parts of each other's territory. America's Declining Global Influence: Noah argues we're seeing the "crumbling of Pax Americana" - reduced American deterrent effect allowing conflicts to escalate further. Critical Defense Industrial Base Concerns: America cannot match China's manufacturing capacity for military equipment, particularly missiles and drones. Economic Analysis - The Great Wage Stagnation: Wages stagnated for about 20 years, then resumed growth in the 1990s. Technology Transformation - The Electric Future: Battery and motor technology improvements are enabling electricity to replace combustion in cars, drones, appliances, and military equipment.
Recorded live at the 2025 a16z LP Summit, this episode is a candid conversation between a16z cofounders Marc Andreessen and Ben Horowitz—hosted by general partner Erik Torenberg.They cover the evolution of a16z from startup firm to multi-practice platform, how the media landscape is shaped by meme-speed narratives, why reorgs—not just returns—determine who wins, and what it takes to build an enduring venture franchise.They also share thoughts on the changing policy landscape for AI and crypto, the firm's bipartisan approach to Washington—and why Marc personally screens social media profiles before anyone joins the team. Resources: Find Marc on X: https://x.com/pmarcaFind Ben on X: https://x.com/bhorowitz Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
This week on Live Players, Erik Torenberg and Samo Burja discuss geopolitical and societal complexities of the India-Pakistan conflict, examining the historical context, demographic challenges, military capabilities, and potential outcomes of the ongoing tensions between the two nuclear-armed neighbors. —
This week, Noah Smith and Erik Torenberg debunk myths about the American middle class and globalization, analyze historical data on wage stagnation and trade, assess China's technological rise, and discuss U.S. economic resilience and policy responses to protectionism. – SPONSORS: NetSuite More than 41,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: https://netsuite.com/102 AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. – SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co – FOLLOW ON X: @noahpinion @eriktorenberg @turpentinemedia – RECOMMENDED IN THIS EPISODE: Globalization did not hollow out the American middle class: https://www.noahpinion.blog/p/globalization-did-not-hollow-out Noahpinion: https://www.noahpinion.blog/ – TAKEAWAYS: Debunking the Middle Class Hollowing Myth: Noah challenges the common narrative that trade and globalization hollowed out America's middle class. Manufacturing and Economic Shifts: Noah explains that while manufacturing employment did decline significantly (about 3 million jobs in the 2000s), this didn't correspond with overall middle class decline. The China Shock Reality: The "5% truth" in the middle class hollowing narrative relates to what economists call the "China Shock" - a period in the 2000s when Chinese imports surged rapidly. America's Globalization Status: Contrary to popular belief, America has never been highly globalized compared to other countries. Import penetration (imports relative to GDP) is much lower than in countries like China, France or Germany. Energy Crisis Impact: Noah suggests the oil shocks of 1973 and 1979 had a more significant impact on American manufacturing than trade policies. Sino-Futurism and China's Future: They discuss "Sino-futurism" - the idea that China represents the technological future. Noah argues this perspective is overblown, noting issues with China's rapid infrastructure development (like the durability of construction), urban planning problems, and the cyclical nature of technological leadership.
Today on Upstream, we're sharing Erik Torenberg conversation with Samo Burja where they discuss the Bronze Age collapse, technological advancements in ancient civilizations, and the nuanced history of the Roman Empire, along with a detailed analysis of contemporary geopolitical dynamics, particularly focusing on the Russian-Ukrainian conflict and its implications for global power structures. —
Today on Upstream, we're sharing Erik Torenberg conversation with Samo Burja on this week's Live Players. They discuss the potential industrial revolutions in history, particularly in the Roman Empire and Song Dynasty China, their technological advancements, economic factors, and the reasons these revolutions didn't reach full fruition. —
Erik Torenberg and Samo Burja discuss the potential industrial revolutions in history, particularly in the Roman Empire and Song Dynasty China, their technological advancements, economic factors, and the reasons these revolutions didn't reach full fruition. —
This week, Noah Smith and Erik Torenberg explore how nostalgia influences politics and economic policy in the US and China, comparing their consumer cultures, industrial strategies, and the complex effects of tariffs on domestic economies and global relations. RECOMMENDED PODCAST: Tools and Weapons with Brad Smith Join Microsoft Vice Chair Brad Smith as he explores tech's impact on society with Bill Gates and Satya Nadella sharing untold stories and insights on Microsoft's AI-fueled future. Spotify: https://open.spotify.com/show/4bYASdhkHwovdSmU4YAjYg Apple: https://podcasts.apple.com/us/podcast/tools-and-weapons-with-brad-smith/id1632459165 – SPONSORS: NetSuite More than 41,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: https://netsuite.com/102 AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. – SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co – FOLLOW ON X: @noahpinion @eriktorenberg @turpentinemedia – RECOMMENDED IN THIS EPISODE: If you think Americans are mad now, just wait a few months: https://www.noahpinion.blog/p/if-you-think-americans-are-mad-now Noahpinion: https://www.noahpinion.blog/ – TAKEAWAYS: Nostalgia in Politics: They discussed the role of nostalgia in politics, both in the US and China. Cultural Evolution: US and China: Noah argues China and America are more culturally similar than America and Germany due to both having replaced ancestral cultures with mass consumerism. Tariffs and Economic Impact: The conversation analyzes Trump's tariff policies and their economic consequences. US-China-Europe Relations: Europe may increasingly partner with China economically as US relations deteriorate. Economic Consequences of Trade Policy: Noah argues tariffs don't reindustrialize a country but actually deindustrialize it.
We're back to opining on the state of tech media! A16z has aqui-hired Erik Torenberg and his newsletter Turpentine, while the Technology Brothers with ties to Founders Fund have created a podcasting empire. Eric and Tom reminisce about the original wave of “going direct,” why it failed, and what's different this time around. Later on, Madeline shares that crypto VCs are growing frustrated with President Trump's meme coin grifts, and how hosting a private dinner for top coin holders doesn't help legitimize the industry.
This week, Noah Smith and Erik Torenberg topics ranging from the futuristic themes of Black Mirror and the societal impact of technology to a critical analysis of Trump's de-industrializing tariff policies versus Biden's growth-focused subsidies, while also examining libertarianism's influence on American politics and the cultural shifts it may entail. RECOMMENDED PODCAST: Tools and Weapons with Brad Smith Join Microsoft Vice Chair Brad Smith as he explores tech's impact on society with Bill Gates and Satya Nadella sharing untold stories and insights on Microsoft's AI-fueled future. Spotify: https://open.spotify.com/show/4bYASdhkHwovdSmU4YAjYg Apple: https://podcasts.apple.com/us/podcast/tools-and-weapons-with-brad-smith/id1632459165 – SPONSORS: NetSuite More than 41,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: https://netsuite.com/102 AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. – SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co – FOLLOW ON X: @noahpinion @eriktorenberg @turpentinemedia – RECOMMENDED IN THIS EPISODE: Worst-case scenarios and endgames for the Trump economy: https://www.noahpinion.blog/p/worst-case-scenarios-and-endgames In which I review almost every episode of Black Mirror: https://www.noahpinion.blog/p/in-which-i-review-almost-every-episode Noahpinion: https://www.noahpinion.blog/ – TAKEAWAYS: Trump Administration Policies Discussion: Noah contrasts Trump's first term (pre-2019) with his expectations for the current term. Biden Administration's Industrial Policy Approach: Noah highlights the different approach under Biden: adding support rather than disrupting existing systems. Political and Economic Commentary: There's a discussion about Oren Cass (identified as a "conservative econ blogger" with a law degree) and his positions on industrial policy and tariffs. Social Media's Impact on American Society: Noah presents a theory that America was "uniquely vulnerable" to social media's effects due to its geographical and ideological diversity. Personal and Cultural Notes: The beginning features a discussion about the TV show "Black Mirror" and its exploration of technology implications.
This week on Upstream, we're releasing an episode of The Cognitive Revolution. Nathan Labenz interviews Helen Toner, director at CSET, about her experiences with OpenAI, the concept of adaptation buffers for AI integration, and AI's role in military decision-making. They discuss the implications of AI development, the need for regulatory policies, and the geopolitical dynamics involving AI competition with China. —
In this episode of Turpentine VC, Erik Torenberg interviews Lauren Farleigh and Zach Perret from Mischief VC, discussing their experiences as founders and how they leveraged those to build their venture firm. —
In this episode, Erik Torenberg and Byrne Hobart discuss the economic consequences of Trump's tariffs, OpenAI's recent innovations, and their implications for white collar work. They also explore the potential market shifts, the resilience of the US dollar as a reserve currency, and the state of elite higher education institutions like Harvard in the current geopolitical climate. —
In this episode of NBA Talk, Erik Torenberg is joined by Dan Barto and Reuben Torenberg as they reflect on NBA disappointments (76ers, Suns) and surprises (Thunder, Rockets) while delivering playoff predictions. They debate player valuations and strategic approaches across both conferences, and analyze coaching decisions, systematic team-building philosophies, and injury concerns with bold claims including potential Lakers-Celtics and Knicks-Warriors finals matchups.
This week, Noah Smith and Erik Torenberg discuss the Trump administration's trade policies, their impact on U.S. manufacturing and investment, discussing strategies to counter China's influence through multi-country trade blocs and industrial policy, and examining currency dynamics, economic default risks, and the complexities of global trade. RECOMMENDED PODCAST: Tools and Weapons with Brad Smith Join Microsoft Vice Chair Brad Smith as he explores tech's impact on society with Bill Gates and Satya Nadella sharing untold stories and insights on Microsoft's AI-fueled future. Spotify: https://open.spotify.com/show/4bYASdhkHwovdSmU4YAjYg Apple: https://podcasts.apple.com/us/podcast/tools-and-weapons-with-brad-smith/id1632459165 – SPONSORS: NetSuite More than 41,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: https://netsuite.com/102 AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. – SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co – FOLLOW ON X: @noahpinion @eriktorenberg @turpentinemedia – RECOMMENDED IN THIS EPISODE: Noahpinion: https://www.noahpinion.blog/ – TAKEAWAYS: Trade Policies: Noah describes the current administration's trade policies, particularly tariffs, as chaotic and poorly planned, comparing it to a "clown car" approach. Economic Impacts of Recent Trade Policies: Tariffs and trade uncertainty are hurting the economy by creating business uncertainty that discourages investment, disrupting supply chains for manufacturers reliant on imported components, and driving capital flight that raises borrowing costs through the selling of U.S. treasuries. Why Exports Matter: Noah emphasizes that exports (approximately $2.1 trillion worth) are crucial to the US economy. On Currency Strength: Noah explains that a strong dollar has both advantages (increased purchasing power) and disadvantages (makes exports less competitive). China Containment Strategy: Noah proposes an effective China containment strategy focused on creating a zero-tariff trade bloc among allied nations, building complete supply chains across friendly countries, targeting China with value-added tariffs rather than just final assembly tariffs, investing in industrial policy to strengthen key industries, and applying export controls strategically.
This week on Upstream, we're sharing Erik Torenberg's 2024 interview with Lyn Alden. Lyn discusses her book 'Broken Money', the impact of the global reserve currency, inflation, interest rates, and provides advice for navigating an uncertain economic future. —
This week on Turpentine VC, we are releasing an episode from The Cognitive Revolution, hosted by Nathan Labenz. Nathan sits down with Olivia Moore and Anish Acharya from Andreesen Horowitz to discuss the trends, investment strategies, and future potential of AI voice technology in both B2B and consumer sectors, exploring its implications for various industries including call centers, SMBs, and personalized AI companions. —
This week, Noah Smith and Erik Torenberg analyze the global repercussions of Trump's broad tariff policies, critique misconceptions about trade deficits, and explore the economic fallout and potential policy responses. – SPONSORS: NetSuite More than 41,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: https://netsuite.com/102 AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. – SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co – FOLLOW ON X: @noahpinion @eriktorenberg @turpentinemedia – RECOMMENDED IN THIS EPISODE: Noahpinion: https://www.noahpinion.blog/ All the arguments for Trumps Tariffs are wrong and bad: https://www.noahpinion.blog/p/all-the-arguments-for-tariffs-are This is called Capital Flight: https://www.noahpinion.blog/p/this-is-called-capital-flight – TAKEAWAYS: Tariff Policy Analysis: They discuss the implementation of widespread tariffs, particularly focusing on how the administration set tariff rates without sound economic methodology, possibly using AI to generate justifications. Trade Deficit Misconception: Noah explains that trade deficits are often misunderstood - they're essentially loans where a country buys goods and provides IOUs (bonds) in return, not necessarily harmful to an economy. Manufacturing Impact: They argue that tariffs may actually harm domestic manufacturing by making imported components, machinery, and raw materials more expensive, potentially leading to de-industrialization rather than re-industrialization. International Relations: The discussion covers how trading partners are responding, with China imposing reciprocal high tariffs, while noting that many countries will likely seek alternative export markets rather than capitulate to demands. Long-term Economic Outlook: The discussion paints a concerning picture of potential rising unemployment, continued market volatility, and possible inflation depending on which economic forces (panic or inefficiency) prove stronger.
Today on Upstream, Ross Douthat joins Erik Torenberg to discuss his new book 'Believe: Why Everyone Should Be Religious,' exploring the decline of new atheism, the intellectual defense of institutional religion, and the intersection between traditional Christianity, Silicon Valley, and modern materialism. This episode originally aired on Moment of Zen (April 12, 2025). —
In this episode of Moment of Zen, New York Times columnist Ross Douthat joins Erik Torenberg to discuss his new book "Believe: Why Everyone Should Be Religious," making the case that institutional religion is not just socially beneficial but intellectually defensible. They discuss the decline of New Atheism, the tension between traditional Christianity and Silicon Valley's techno-optimism within the "New Right" coalition, and whether AI consciousness points to something beyond materialism. --
Today on Upstream, we're releasing a 2024 conversation between Erik Torenberg and Samo Burja. They discuss China's approach to energy security, exploring why China isn't pursuing energy independence despite significant oil production capability and the potential for further development. —
Andrew Braccia, partner at Accel for nearly two decades, sits down with Erik Torenberg to discuss the firm's evolution from Silicon Valley early-stage investor to global, multi-stage powerhouse. Braccia explains Accel's two major strategic shifts: global expansion with local teams in Europe, India, and beyond; and the launch of their growth fund in 2008 targeting bootstrapped companies like Atlassian, Qualtrics, and Squarespace. Braccia reflects on lessons from his journey from Yahoo to venture capital, emphasizing the importance of "wiping your mind clear" of past experiences that might cloud judgment of new opportunities. The conversation provides rare insight into how Accel maintains operational excellence at global scale while preserving their early-stage venture DNA in an increasingly competitive landscape. —
Erik Torenberg and Samo Burja examine India's trajectory as the world's most populous nation, tackling India's surprising demographic decline, delayed industrialization due to bureaucratic inefficiency, and complex relations with China and Pakistan. They explore Modi's nationalist approach, India's digital potential, and how institutional barriers might limit India's rise in a multipolar world order. Make sure to subscribe to Samo Burja's Bismarck Brief and the Live Players podcast to read analyses and briefs like this one: Bismarck Brief: https://brief.bismarckanalysis.com/ Live Players: https://link.chtbl.com/liveplayers --
Today on Upstream, we're sharing an episode of The Riff (originally aired on April 1, 2025). Erik Torenberg and Byrne Hobart explore the shifting dynamics of global trade between China and the US, the potential for AI to replace senior rather than junior roles in the workplace, and the economic structure of live entertainment markets like StubHub. —
Today on Upstream, Erik Torenberg and Noah Smith discuss the Abundance Agenda by Ezra Klein and Derek Thompson, the impact of the 2008 recession, Obama's presidency, and shifts in political ideology, focusing on the 'New Right' and its cultural and economic implications, while also touching upon the economic recovery strategies post-2008. This episode originally aired on Econ102 (April 1, 2025) —
This week, Noah Smith and Erik Torenberg explore the rise of the 'abundance' ideology among Democrats, assess Obama's economic legacy, and analyze the New Right's evolving influence, offering a broad perspective on shifting political and economic discourse. RECOMMENDED PODCAST: Tools and Weapons with Brad Smith Join Microsoft Vice Chair Brad Smith as he explores tech's impact on society with Bill Gates and Satya Nadella sharing untold stories and insights on Microsoft's AI-fueled future. Spotify: https://open.spotify.com/show/4bYASdhkHwovdSmU4YAjYg Apple: https://podcasts.apple.com/us/podcast/tools-and-weapons-with-brad-smith/id1632459165 – SPONSORS: NetSuite More than 41,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: https://netsuite.com/102 AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. – SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co – FOLLOW ON X: @noahpinion @eriktorenberg @turpentinemedia – RECOMMENDED IN THIS EPISODE: Noahpinion: https://www.noahpinion.blog/ Cory McArthur aka Irish Lotus: https://soundcloud.com/cory-mcarthur-879994262/irish-lotus – TAKEAWAYS: "Abundance" as a Political Concept: Abundance represents national unity and a "we're all in this together" approach, focusing on making things better for all Americans rather than pitting groups against each other. Economic Analysis: Demand vs. Supply Constraints: They discuss how the 2008 financial crisis created an "aggregate demand shock" where everyone wanted to hold cash rather than spend. National Debt Discussion: They discuss how US debt grew from 60% to 100% of GDP during Obama's administration. They also mention AI could potentially help by increasing productivity growth. "The New Right" Ideology: Noah characterizes the "new right" as centered around defending "Western civilization" in a more narrow sense than previous definitions. Social Media's Impact on Politics: Noah argues that small, vocal minorities on social media have outsized influence on institutions.
Erik Torenberg and Samo Burja dive deep into how Xi Jinping is shaping China's society today and its place in the world. They discuss Xi's firm hold on power, his connections with different political groups, and how his decisions are affecting China's economy, military, and politics. Make sure to subscribe to Samo Burja's Bismarck Brief and the Live Players podcast to read analyses and briefs like this one: Bismarck Brief: https://brief.bismarckanalysis.com/ Live Players: https://link.chtbl.com/liveplayers —
This week on Upstream, we're releasing an episode of The Riff (originally aired on March 25, 2025) where Erik Torenberg and Byrne Hobart discuss Don Jr.'s leveraging of the Trump brand, Dustin Moskovitz's departure to address AI risks, economic impacts of various policies, and geopolitical considerations with a focus on AI and China's tech ambitions. —
Today on Upstream, Erik Torenberg interviews author Rob Henderson about modern romance, discussing evolutionary psychology, the attraction to dark triad men, dating apps, and practical advice for men seeking romantic partners. —
This week on Turpentine VC, we're sharing Erik Torenberg's interview with Susa Venture's Chad Byers, which originally aired in September 2023. Chad discusses the firm's journey, their fund structures, and their vision for specialized seed investing, emphasizing the importance of focus, discipline, and adapting to market dynamics. —
Today on Upstream, Erik Torenberg and Noah Smith analyze America's European withdrawal, China's selective globalization strategy, and tempers expectations about AI's economic impact while considering GDP measurement challenges. —
Erik Torenberg and Samo Burja discuss the complex relationship between Mexican drug cartels and the country's political system. Samo explains how cartels operate not as insurgencies but as business entities with deep connections to Mexican elites. The discussion covers the economic impact of drug trafficking, how legalization affects cartel operations, and comparisons with other countries' experiences, and explore potential solutions for Mexico's development and the geopolitical implications for U.S.-Mexico relations. Make sure to subscribe to Samo Burja's Bismarck Brief and the Live Players podcast to read analyses and briefs like this one: Bismarck Brief: https://brief.bismarckanalysis.com/ Live Players: https://link.chtbl.com/liveplayers —
Today on Upstream, we're airing Erik Torenberg's conversation with Jon Askonas. They explore the emerging coalition between MAGA supporters and Silicon Valley tech leaders, examines the underlying political realignment, the tensions and fault lines within this coalition, and the potential future conflicts surrounding issues like immigration and transhumanism. This episode originally aired on Moment Zen (February 22, 2025) —
This week, Noah Smith and Erik Torenberg explore global economic issues, including US-European relations influenced by defense commitments, the impact of Trump's policies, China's Belt and Road Initiative and its exclusion of India, the role of AI in economic growth, government spending's effects on GDP, and briefly discuss Smith's upcoming book, Weeb Economy, and Noah's trip to Japan. – SPONSORS: NetSuite More than 41,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: https://netsuite.com/102 Found Found provides small business owners tools to track expenses, calculate taxes, manage cashflow, send invoices and more. Open a Found account for free at https://found.com/econ102 AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. Incogni Take your personal data back with Incogni! Use code ECON102 at the link below and get 60% off an annual plan: https://incogni.com/econ102 – SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co – FOLLOW ON X: @noahpinion @eriktorenberg @turpentinemedia – RECOMMENDED IN THIS EPISODE: Weeb Economy: https://bookplus.nikkei.com/atcl/catalog/25/03/02/01880/ I have written a book!: https://www.noahpinion.blog/p/i-have-written-a-book Noahpinion: https://www.noahpinion.blog/ – TAKEAWAYS: U.S.-Europe Relations & Geopolitical Shifts: Examines the U.S. shift away from supporting Europe, debating whether it was exploited or harming its own interests, with Trump's strength-focused foreign policy potentially pivoting toward Russia, risking economic and intelligence ties with Europe. China's Economic Strategy & Globalization: The Belt and Road Initiative has largely failed, with poorly executed projects and unsustainable debt burdens for recipient countries. India's Industrialization & Economic Future: India needs a major shift in labor dynamics, particularly increasing women's participation in factory work. AI, Economic Growth & the O-Ring Theory: AI's impact on economic growth is debated—some expect 10% growth, while Noah sees 5% as more realistic. Japan's Economy & Currency Strength: Japan should push for a new Plaza Accord with the U.S. to strengthen the yen. AI's Impact on Jobs & Productivity: AI is unlikely to eliminate all jobs but will require major adjustments in industries and legal structures.
Erik Torenberg and economist Noah Smith dissect the Democratic Party's path forward. Smith advocates for fiscal responsibility over progressive rhetoric, refocusing democracy concerns away from voter ID laws toward election integrity, and embracing patriotic messaging instead of identity politics. Their exchange ventures into Elon Musk's influence on Republican effectiveness, the merits of Japanese bureaucratic models, and building a more competitive political landscape where both parties can harness entrepreneurial talent to implement practical governance solutions. —
Today on Upstream, Byrne Hobart and Erik Torenberg dive into the wide-ranging effects of technological change on media and society. They cover the AI debate, blogging's social impact, AI's influence on search and data, the changing news industry, foreign aid cuts, and the rise of new tech elites. This episode originally aired on The Riff (March 11, 2025). —
This week, Noah Smith and Erik Torenberg discuss the chaos caused by Trump's trade policies, tariffs' effects on the U.S. economy, potential recession risks, economic isolationism, policy uncertainty, investment impacts, and the broader cultural and societal shifts in America, including the decline of Christianity, the rise of wokeness, and community disintegration. – SPONSORS: NetSuite More than 41,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: https://netsuite.com/102 Found Found provides small business owners tools to track expenses, calculate taxes, manage cashflow, send invoices and more. Open a Found account for free at https://found.com/econ102 AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. Incogni Take your personal data back with Incogni! Use code ECON102 at the link below and get 60% off an annual plan: https://incogni.com/econ102 – SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co – FOLLOW ON X: @noahpinion @eriktorenberg @turpentinemedia – RECOMMENDED IN THIS EPISODE: Noahpinion: https://www.noahpinion.blog/ – TAKEAWAYS: Economic Impact of Trump's Tariffs: Noah argues that Trump's tariffs (especially on Canada and Mexico) are damaging the US economy more severely than the China tariffs from his first term. Why Tariffs Are Harmful: Factors such as reduced market scale for American companies, loss of specialization benefits, technological isolation ("Galapagos Syndrome"), policy uncertainty hindering business investment, and the negative impact on exports due to exchange rate effects and retaliatory tariffs are all contributing challenges. Macroeconomic Uncertainty: Debate about whether tariffs will cause stagflation or a demand shock that lowers inflation. Cultural and Social Commentary: Discussion of Ennis Lyons' argument about "the return of the strong gods" (nationalism, family, tradition, religion). Innovation and National Success: Discussion about Japan's impressive innovation record (extensive list of Japanese inventions)
This week, we're re-releasing Erik Torenberg's interview with Alexis Ohanian. Alexis discusses his journey from co-founding Reddit to creating the venture firm Seven Seven Six, detailing its unique approach of using software to enhance venture capital operations and founder support, transparency, and accountability —
Today on Upstream, we're releasing an episode from Modern Relationships which originally aired on February 28, 2025 where Erik Torenberg interviews philosophy professors Agnes Callard and Arnold Brooks about their unconventional marriage, the role of philosophy in their relationship, the impact of their public profile, and how they balance personal and philosophical life together. —
Erik Torenberg and Samo Burja examine the pervasive fascination with American political dynamics and their far-reaching impact worldwide, especially across Western democracies and European nations. They analyze how digital connectivity has accelerated the harmonization of political discourse and cultural values across borders, while exploring the emerging shifts in European political frameworks that increasingly reflect American ideological patterns and media narratives —