Podcast appearances and mentions of erik torenberg

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Best podcasts about erik torenberg

Latest podcast episodes about erik torenberg

a16z
Inside a16z with Ben & Marc: Dream Builders Only

a16z

Play Episode Listen Later May 20, 2025 33:14


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.

The Middle Class Myth, China's Future, and What Really Happened in 1971

Play Episode Listen Later May 15, 2025 53:46


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.

You Can't Tariff Your Way to Greatness

Play Episode Listen Later May 2, 2025 59:42


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.

Dead Cat
The TRUTH about VC Media

Dead Cat

Play Episode Listen Later Apr 25, 2025 24:28


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. 

Dead Cat
The TRUTH about VC Media

Dead Cat

Play Episode Listen Later Apr 25, 2025 24:28


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. 

The Deindustrialization Paradox

Play Episode Listen Later Apr 24, 2025 43:11


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.

E137: AI Safety vs Speed: Helen Toner Discusses OpenAI Board Experience, Regulatory Approaches, and Military AI [The Cognitive Revolution]

Play Episode Listen Later Apr 24, 2025 83:35


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. —

E86: Inside Mischief VC's Evolution with Zach Perret and Lauren Farleigh

Play Episode Listen Later Apr 22, 2025 49:53


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. — 

E136: Trump V2: Tariffs, American Dynamism, Higher Ed | Byrne Hobart

Play Episode Listen Later Apr 20, 2025 65:37


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. —

E11: NBA's Biggest Disappointments and Dark Horse Contenders | 2025 Playoff Preview

Play Episode Listen Later Apr 19, 2025 53:29


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.

The Bond Market Rules Everything

Play Episode Listen Later Apr 18, 2025 56:32


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.

E135: The Problem With Reserve Currencies and Switching to Crypto w/ Lyn Alden [From the Archives]

Play Episode Listen Later Apr 17, 2025 56:19


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. —

E85: Inside a16z's Voice AI Investment Strategy

Play Episode Listen Later Apr 15, 2025 63:25


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. — 

Tariff Mayhem and Capital Flight

Play Episode Listen Later Apr 14, 2025 57:44


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.

E134: Atheism's Decline, Consciousness, and The New Right w/ Ross Douthat

Play Episode Listen Later Apr 13, 2025 58:48


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). —

Ross Douthat on Tech's Religious Awakening, AI, and Transhumanism

Play Episode Listen Later Apr 12, 2025 62:32


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. --

E133: China's Energy Problem w/ Samo Burja

Play Episode Listen Later Apr 11, 2025 58:49


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. —

E84: How Accel Captures Companies Outside Traditional VC Reach with Andrew Braccia

Play Episode Listen Later Apr 8, 2025 48:52


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. — 

Will India Become a Global Superpower? | Samo Burja

Play Episode Listen Later Apr 5, 2025 66:55


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 --

E132: AI Managers, US vs China Analysis, and AI Art w/ Byrne Hobart

Play Episode Listen Later Apr 5, 2025 53:18


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. —

E131: Abundance Agenda, The New Right, and 2008 Retrospective w/ Noah Smith

Play Episode Listen Later Apr 3, 2025 69:57


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) —

The New Left vs The New Right

Play Episode Listen Later Apr 1, 2025 69:10


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.

Who Controls China When Xi Jinping Is Gone? | Samo Burja

Play Episode Listen Later Mar 29, 2025 56:19


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 —

E130: Elon Musk's Network Effects and Checking in on Chinese AI w/ Byrne Hobart

Play Episode Listen Later Mar 29, 2025 62:20


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. —

E129: Dark Triad, Romantic Partner Selection, and Dating Advice w/ Rob Henderson

Play Episode Listen Later Mar 27, 2025 65:20


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. —

E83: Chad Byers on Why Susa is a Purpose-Built Seed Specialist [Classic Interview]

Play Episode Listen Later Mar 25, 2025 58:20


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. — 

E128: US-Europe Relations, How Japan Can Strengthen The Yen, and Predicting AI's Growth Effects w/ Noah Smith

Play Episode Listen Later Mar 23, 2025 55:36


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. —

Cartels vs. State: The Power Struggle in Mexico with Samo Burja

Play Episode Listen Later Mar 22, 2025 47:15


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 —

E127: The Tech Right and How The Left Can Fix Itself w/ Jon Askonas

Play Episode Listen Later Mar 20, 2025 48:10


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) —

How Europe, America and China are Repositioning

Play Episode Listen Later Mar 18, 2025 54:08


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.

Inflation, Elon's Competence, and Changes Democrats Need to Make with Noah Smith

Play Episode Listen Later Mar 15, 2025 62:45


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. —

E125: Palantir's Politics, Elon's Approach to DOGE, and AI's Effects on Writing w/ Byrne Hobart

Play Episode Listen Later Mar 13, 2025 58:51


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). —

Making Sense of America's Tariff Chaos

Play Episode Listen Later Mar 12, 2025 64:18


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)

E81: Inside Seven Seven Six with Alexis Ohanian [Classic Interview]

Play Episode Listen Later Mar 11, 2025 58:33


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 — 

E124: How to Have A Philosophical Marriage w/ Agnes Callard and Arnold Brooks

Play Episode Listen Later Mar 9, 2025 72:09


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. —

Free Speech in Europe & the Future of Western Civilization | Samo Burja

Play Episode Listen Later Mar 8, 2025 65:58


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 —

E123: Trump & The Game of Populism w/ Samo Burja

Play Episode Listen Later Mar 6, 2025 59:15


Erik Torenberg and Samo Burja discuss the limitations of populist politics, the difficulty populists face in effecting change despite electoral wins, and the influence of digital democracy on modern governance. —

E80: Logan Bartlett on How Great VC Firms Truly Operate

Play Episode Listen Later Mar 4, 2025 66:40


This week on Turpentine VC, we're re-releasing Erik Torenberg's interview with Logan Bartlett, partner at Redpoint and host of The Logan Bartlett Show. They discuss Redpoint's approach to venture, patterns in the VC ecosystem, and the strategies of venture's most consequential firms. — 

E122: Victor Davis Hanson on What Trump Thinks of Zelensky and Predicting Geopolitics

Play Episode Listen Later Mar 1, 2025 37:51


Victor Davis Hanson Predicts the Future: Trump, China, Russia, & Europe in 2030

Play Episode Listen Later Feb 28, 2025 37:44


This week, Erik Torenberg is joined by Dr. Victor Davis Hanson, classicist, political commentator, and Senior Fellow at the Hoover Institution at Stanford. Together they conduct a thought experiment: it's 2030, how can we expect to understand the legacy of Donald Trump, the shifting political landscape in Germany and the rest of Europe, the outcome of the Ukraine-Russia conflict, China's ambitions regarding Taiwan, Israel's strategic challenges, and the future of the Democratic Party? —

E121: Kevin Kelly on What Makes Us Human in an AI World

Play Episode Listen Later Feb 27, 2025 50:16


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. —

Elon calls Noah a Liar, Inflation, and Changes Democrats Need to Make

Play Episode Listen Later Feb 26, 2025 62:26


This week Noah Smith and Erik Torenberg discuss three key areas where Democrats need to rethink their strategy: embracing anti-inflation policies similar to the Clinton era, focusing on genuine threats to democracy rather than partisan hobby horses, and abandoning progressive language policing that alienates voters. Noah also talks about how Elon Musk has transformed Republican effectiveness by bringing entrepreneurial talent to politics, arguing that Democrats need to stop alienating tech entrepreneurs and instead recruit similar talent to their side. – 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. 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 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 PODCAST:

E120: Why Europe Matters for America's Future w/ Samo Burja

Play Episode Listen Later Feb 23, 2025 60:10


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. —

Mapping the New Right w/ Jon Askonas

Play Episode Listen Later Feb 22, 2025 47:54


Erik Torenberg and Jon Askonas talk about the emerging political realignment in tech, specifically how Silicon Valley has shifted away from Democrats. They discuss the "tech right," its relationship with MAGA and "MAHA" (Make America Healthy Again) movements, potential tensions within this new coalition, and how Democrats might respond to their 2024 electoral defeat. Check out the interviews Erik mentions in this episode: Ezra Klein on Supply-side Progressivism, Polarization, and What Silicon Valley Misses About Politics: https://open.spotify.com/episode/36vTPPcpisMVXSgq9bnj1w The Future of Crypto with Brian Armstrong, CEO of Coinbase: https://open.spotify.com/episode/1EeTFGKxYuDojR5kvqpCyt —

Is Europe Part of America?

Play Episode Listen Later Feb 21, 2025 54:18


In this episode of Live Players, Samo Burja and Erik Torenberg discuss the global influence of U.S. politics on Western countries, the persistence of Western civilization as a political unit, the synchronization of political interests via the internet, and the potential for significant right-wing and free speech shifts in Europe given increased American cultural influence. —

Inference Scaling, Alignment Faking, Deal Making? Frontier Research with Ryan Greenblatt of Redwood Research

Play Episode Listen Later Feb 20, 2025 201:07


In this episode, Ryan Greenblatt, Chief Scientist at Redwood Research, discusses various facets of AI safety and alignment. He delves into recent research on alignment faking, covering experiments involving different setups such as system prompts, continued pre-training, and reinforcement learning. Ryan offers insights on methods to ensure AI compliance, including giving AIs the ability to voice objections and negotiate deals. The conversation also touches on the future of AI governance, the risks associated with AI development, and the necessity of international cooperation. Ryan shares his perspective on balancing AI progress with safety, emphasizing the need for transparency and cautious advancement. Ryan's work (with co-authors at Anthropic) on Alignment Faking: https://www.lesswrong.com/posts/njAZwT8nkHnjipJku/alignment-faking-in-large-language-models Ryan's work on striking deals with AIs: https://www.lesswrong.com/posts/7C4KJot4aN8ieEDoz/will-alignment-faking-claude-accept-a-deal-to-reveal-its Ryan's critique of Anthropic's RSP work: https://www.lesswrong.com/posts/6tjHf5ykvFqaNCErH/anthropic-s-responsible-scaling-policy-and-long-term-benefit?commentId=NyqcvZifqznNGKxdT SPONSORS: Oracle Cloud Infrastructure (OCI): Oracle's next-generation cloud platform delivers blazing-fast AI and ML performance with 50% less for compute and 80% less for outbound networking compared to other cloud providers. OCI powers industry leaders like Vodafone and Thomson Reuters with secure infrastructure and application development capabilities. New U.S. customers can get their cloud bill cut in half by switching to OCI before March 31, 2024 at https://oracle.com/cognitive NetSuite: Over 41,000 businesses trust NetSuite by Oracle, the #1 cloud ERP, to future-proof their operations. With a unified platform for accounting, financial management, inventory, and HR, NetSuite provides real-time insights and forecasting to help you make quick, informed decisions. Whether you're earning millions or hundreds of millions, NetSuite empowers you to tackle challenges and seize opportunities. Download the free CFO's guide to AI and machine learning at https://netsuite.com/cognitive Shopify: Shopify is revolutionizing online selling with its market-leading checkout system and robust API ecosystem. Its exclusive library of cutting-edge AI apps empowers e-commerce businesses to thrive in a competitive market. Cognitive Revolution listeners can try Shopify for just $1 per month at https://shopify.com/cognitive RECOMMENDED PODCAST:

E119: Free Trade, AI Integration, and Shopify Q4 Results w/ Shopify President Harley Finkelstein

Play Episode Listen Later Feb 20, 2025 58:43


Europe's Fate, Ukraine & Russia, and the Post-American Era

Play Episode Listen Later Feb 19, 2025 55:08


In this episode, Noah Smith and Erik Torenberg discuss how Ukraine has proven surprisingly resilient throughout the war by maintaining its economy and developing significant domestic drone manufacturing capabilities. He argues that "Europe is not toothless" despite America's shifting role, detailing how Europe collectively has greater manufacturing capacity than America and identifying three key reforms Europe needs: deregulating software, building energy infrastructure, and removing internal trade barriers. – 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. 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 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: It's time for Europe to stand up https://www.noahpinion.blog/p/its-time-for-europe-to-stand-up Book: Old Man's War by John Scalzi https://www.goodreads.com/book/show/36510196-old-man-s-war – RECOMMENDED PODCAST:

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

Play Episode Listen Later Feb 17, 2025 108:29


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. —

Elon's Real Goal at DOGE & How to Fix the Debt

Play Episode Listen Later Feb 12, 2025 56:31


This week, Noah Smith and Erik Torenberg talk about DOGE, Elon Musk's initiative to reform government spending, and explore why it might be more about ideology than efficiency. Noah talks about how he would fix the US debt beyond simply cutting waste. They also cover the future of major programs like Medicaid ($804B/year), the trade-offs between inflation and austerity, and how conservatives might reshape federal institutions despite education polarization. Plus: why comparing government efficiency to Twitter's headcount reduction isn't as straightforward as it seems. --