Podcasts about first principles

Andy Constan is back on First Principles to explain why record stock prices, rising long-term Treasury yields and sticky inflation can all coexist, and why the next major market risk may come from the financing behind the AI CapEx boom rather than the eventual return on that investment. We discuss Kevin Warsh and Fed balance sheet policy, Treasury issuance and the quarterly refunding announcement, corporate bond and equity supply, Nvidia's $500 billion financing structure, and Andy's "not enough pie" framework for comparing AI earnings expectations with GDP and productivity growth.Follow First Principles on Spotify⁠⁠Follow First Principles of Apple PodcastsTopics coveredWhy rising long-term interest rates can be consistent with strong economic growth and record stock pricesWhy Andy does not see higher government interest costs creating an imminent U.S. debt crisisThe "script to kill inflation" and why reducing the wealth effect may require lower stock, bond and asset pricesHow the Fed, Treasury and other policymakers have suppressed long-term interest rates and risk premiumsWhy Kevin Warsh's comments about the Fed balance sheet and letting the bond market "do the work" could signal a policy shiftHow Treasury bill issuance, coupon issuance and the quarterly refunding announcement can affect stocks, bonds and financial conditionsWhy the AI CapEx boom is shifting from cash flow funding toward massive corporate debt and equity issuanceAndy's "hamburger thesis" and why the ability to finance AI infrastructure may matter before anyone knows the ultimate AI ROIWhy capital markets can suddenly close after issuance booms and what that could mean for the AI investment cycleHow Nvidia's $500 billion financing structure expands the pool of capital available to data center projectsThe "not enough pie" problem: why projected corporate earnings may require extraordinary GDP growth, productivity gains or a larger corporate share of the economyWhat Andy watches in new stock and bond deals for signs that investors are becoming unwilling to absorb more supplyTimestamps00:00:08 Why stocks, long-term yields and inflation can all rise together00:07:18 The "script to kill inflation" and why short-term rates may not be enough00:12:48 How policymakers have suppressed long-term interest rates00:16:53 The Warsh "drumbeat" and a possible shift in Fed balance sheet policy00:21:56 Why markets may be underestimating Warsh's willingness to fight inflation00:26:27 Treasury bills versus coupons and the limits of current financing policy00:31:33 The "hamburger thesis" behind the massive AI CapEx funding shift00:38:41 Why AI financing may matter more than AI ROI in the short run00:42:55 Breaking down Nvidia's $500 billion data center financing structure00:47:51 The "not enough pie" problem for AI earnings and economic growth00:52:03 Demographics, productivity and the limits on future GDP growth00:56:14 What issuance prices reveal about capital market stressLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.

Where Part 1 followed the companies, Part 2 is about the person behind them. Picking up from Mukesh Bansal's move from one venture to the next, this half gets into how he finds talent ("work with them for six months"), the mental models he runs his life by, and the beliefs underneath them. He explains why rationally no one should start a company, how he processes every rejection as "no means not now", why he writes three books by simply showing up to a blank page, and how he separated the longevity basics he trusts from the biohacking he no longer does. It ends close to home: loyalty as loyalty to a mission, what he wants for his two children, why parents' expectations matter less than they did, and a life he rates an 8 out of 10.Chapters0:00  Where we left off1:46  Finding talent: "work with them for six months"3:23  The one open-ended question he asks5:57  Winning vs looking good8:00  The compounding argument, revisited9:40  Learning vs winning: drawing the 2x211:17  Three books, and the annual look-back16:18  Making time to think in a full life18:45  What a chief of staff is actually for21:27  "No means not now" and other mental models25:57  How he writes a book28:30  How health became a throughline31:24  From ecosystem to the longevity basics34:29  Why strength training matters after 5038:08  Why he runs SparX, and the deep-tech turn44:05  Loyalty to a mission, and the number two50:35  The Apple teaching model52:52  Three adjectives, and being "scary" to juniors55:30  His kids' worldview57:54  Do parents' expectations still matter?1:00:12  Weekends, food, and reading now1:02:17  Rating his life an 8Quotes[8:44] "I don't know if this rocket thing will work. But if it works, it'll take at least ten years… they said, we are willing to work on it for the rest of our lives."[21:56] "I call this no means not now. That's how I process all the nos in my life."[24:59] "Zomato was started in 2007. They did not pivot into food delivery till 2017."[26:05] "Just show up and stare at a blank page for an hour. Sooner or later you'll start writing."[61:43] "I feel very privileged and very fortunate. So many lucky breaks have worked out for me."Frameworks & mental modelsNo means not now: process every rejection as timing, not a verdict; it protects the ego and the relationship.Long-term patient, short-term aggressive / product is marketing: charge hard daily, give the ten-year game room, and let a product people love do the selling.Horizontal compounding: compound entrepreneurial skill across ventures, not tenure in one sector.Loyalty to a mission: the durable teams are bound to an unfinished job, not to a person; build a number two and give people room.The longevity basics beat biohacking: sleep, eat less, move, strength-train after 50, tend emotional health; the exotic stuff is largely unproven.Credits & sharingThis episode was produced by Rohin Dharmakumar and mixed and mastered by Rajiv CN.Write to us at fp@the-ken.com with your feedback, suggestions, and guests you would want to see on First Principles.If you enjoyed this episode, please help us spread the word by sharing and gifting it to your friends and family.

Swami Vedarupananda gave this spiritual talk in the Santa Barbara temple on August 16, 2026. Hosted on Acast. See acast.com/privacy for more information.

More than 30 years ago, Gödel Prize Winner Noam Nisan helped develop a proof technique that he never expected anyone to use in the real world.  At the center of that breakthrough was the sum-check protocol — an elegant technique that emerged from Noam Nisan's early work on interactive proofs. At the time, even Nisan assumed ideas like these were far too theoretical to become practical technology. Today, sum-check sits at the heart of some of the fastest modern SNARKs, proof systems that are increasingly important to blockchains and verifiable computation.  In this episode of First Principles, a16z crypto Head of Research Tim Roughgarden and research partner Justin Thaler sit down with Noam Nisan to trace the unlikely journey from theory to infrastructure. They explore how interaction and randomness changed the very definition of a mathematical proof; the deceptively simple “two into one” insight behind sum-check; the rapid sequence of discoveries that culminated in IP = PSPACE; and why Justin believes sum-check may be close to the optimal tool for building practical SNARKs.  But Nisan's career also tells a broader story about how research responds to technological change. When the web arrived in the 1990s, he deliberately left a field in which he was already a leading researcher to understand a new problem: How do you get independent actors on the internet to cooperate when they have different incentives? That question helped give rise to algorithmic game theory — and, decades later, brought Nisan back to questions around blockchain fees, token economics, and protocol design.  Highlights  0:00 — Intro 1:28 — Noam Nisan and the origins of verifiable computation 2:58 — Why Noam Nisan left complexity theory 7:52 — POPcorn, distributed computing, and early blockchain-like ideas 11:10 — The birth of algorithmic game theory 16:14 — Justin Thaler discovers the sum-check protocol 25:05 — From arithmetization to LFKN 27:06 — The story behind IP = PSPACE 30:40 — Why sum-check matters for modern SNARKs 31:15 — What is a SNARK? 38:52 — The key idea behind sum-check: turning two into one 44:03 — When SNARKs went from theory to practice 46:03 — Why blockchains were the breakthrough use case 50:36 — Noam Nisan's move into blockchain economics 56:15 — EIP-1559, transaction fees, and efficient blockspace 1:02:07 — From theoretical computer science to real-world systems 1:08:49 — Boiling down the sum-check protocol: Two become one 1:10:58 — Is the sum-check protocol optimal?  About First Principles  First Principles is a series from a16z crypto exploring the foundational ideas behind modern computing, cryptography, and blockchains through conversations with the researchers who developed them — and the people extending those ideas today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

For today's episode, Edward Dodson examines the evolution in King's thinking on how to address the issue of extreme poverty and the major ideas and events that influenced his life and work.Mr. Dodson attended Shippensburg University and Temple University where he received an economics degree. Ed worked for Fannie Mae, a public-private partnership to help distribute home mortgage loans. During his time at Fannie Mae, Mr. Dodson held numerous management and analyst positions within the Housing & Community Development group, helping revitalize neighborhoods and local communities. This gives him an interesting perspective on land use and reform, and how it can reduce inequality. He also has extensive experience as a history lecturer at the Osher Life Long Learning Institute and the Learning is For Everyone program at Burlington County College. Edward has written many papers on history and the political economy and is the author of a three-volume book series titled The Discovery of First Principles.To check out more of our content, including our research and policy tools, visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.hgsss.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Host Darius Mirshahzadeh sits down with philosopher, author, and cultural thinker Dr. Marc Gafni for a wide-ranging conversation that is equal parts philosophical deep-dive and urgent call to action. Dr. Gafni, whose work spans Oxford-trained philosophy, mystical traditions, evolutionary theory, and cutting-edge science, makes the case that humanity is at a critical inflection point, facing what he calls the "metacrisis": a convergence of existential threats that cannot be solved by fixing infrastructure or social structures alone. The only real solution, he argues, is changing the story of value from which we generate reality itself. Drawing on his landmark book “First Principles and First Values,” Dr. Gafni unpacks why value is not a human invention but a fundamental property of the cosmos, and why reclaiming that understanding is the most important rebellion of our time. In this episode, Darius and Dr. Marc will discuss: (00:00) Introduction to Dr. Marc Gafni (12:14) Exploring First Values and Their Importance (23:57) The Role of Ego in Human Experience (47:58) Vision for a Humane Future (01:02:04) Closing Thoughts and Call to Action Dr. Marc Gafni is a visionary philosopher, social activist, and author whose work explores consciousness, human development, and evolutionary thought. He is the creator of influential frameworks such as Unique Self theory, the Five Selves, and CosmoErotic Humanism, and the author of more than 25 books, including the award-winning Your Unique Self: The Radical Path to Personal Enlightenment. His recent work includes Whole Mate, Evolution of Love from Quarks to Culture, and the First Principles and First Values series, co-authored under the pseudonym David J. Temple with Zak Stein and Ken Wilber, advancing a new philosophy for addressing the global meta-crisis and the future of humanity. Connect with Dr. Marc Global community: www.whowemustbecome.com    Download Chapter 1-5 of First Principles & First Values: https://worldphilosophyandreligion.org/free-download-chapter-1-5-of-first-principles-and-first-values  First Principles and First Values (book): https://www.amazon.com/First-Principles-Values-Propositions-CosmoErotic/dp/B0DZP633BB  Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://www.youtube.com/@Thegreatnessmachine  Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness. 

Mukesh Bansal has founded and left more companies than most people build in a lifetime, and in Part 1 he explains why. He founded Myntra and sold it to Flipkart; he co-founded Cult.fit and turned fitness into a category; and today he runs the AI company Nurix and the Meraki Labs studio. Asked what he is now, he says "a learner", and admits he gets bored the moment a company starts working. Part 1 traces the thesis and the companies: how he allocates his weeks, why he thinks the AI era rewards the hands-on operator over the people-manager, what Nurix and Fermi are, why Myntra's move into fashion was an "adjustment" not a pivot, and the small-town Haridwar upbringing and library habit that set him off. This is Part 1 of 2; Part 2 turns to the person, the mental models, and how he thinks about health, family and success.Chapters0:00  Welcome and who Mukesh Bansal is3:15  How First Principles is already connected to him4:21  "Do you see yourself as an operator, a founder, an investor?"5:27  Zero-to-one, and where learning stops9:11  Allocating time across companies10:34  Why an hour of his time isn't what it was12:59  The three kinds of professionals in the AI age14:52  His stack: Claude, Warp, agents overnight17:58  Founder mode, reversed by AI20:19  No more waiting for a tech co-founder23:02  How big Nurix is; and what Fermi is25:38  The Socratic tutor that won't answer27:18  Back to Myntra: the fashion category today31:30  Koyu, Lyskraft and the CRED hypothesis33:41  Why a venture studio, one company a year38:18  Rejecting the compounding path42:57  The near-death at Myntra, and raising with a short runway45:03  Haridwar, BHEL, and the books that lit the fire48:15  Pivots as chess "adjustments"50:48  Conviction vs discovery: betting the megatrend53:08  The Bay Area years and the return to IndiaQuotes[4:33] "I see myself as a learner… doing one company over a period of time, I get bored."[7:08] "Crisis always comes wrapped with a massive gift, if you are only willing to unpeel the onion."[17:12] "I'm making an even stronger point. If you're only a people manager, watch out."[18:58] "For the first time you can hire something equivalent to human cognition for cents an hour."[48:50] "I use the word adjustment rather than pivot. You come to work every day, you're playing chess."Frameworks & mental modelsLearner over operator: hand off once a company stops teaching you.Crisis and momentum: cut the bad, double down on the good.The three professionals in the AI age: the hands-on veteran is the one AI turns into a superpower.Adjustment, not pivot: the best move on the board each day; a true "wipe the slate" is just a new company.Bet the megatrend, stay loose on the path.Credits & sharingThis episode was produced by Rohin Dharmakumar and mixed and mastered by Rajiv CN.Write to us at fp@the-ken.com with your feedback, suggestions, and guests you would want to see on First Principles.If you enjoyed this episode, please help us spread the word by sharing and gifting it to your friends and family.

How can you prove that something is true without revealing why it is true?  That question gave rise to zero-knowledge proofs, one of the most important breakthroughs in modern cryptography. What began as an attempt to solve a seemingly playful problem — playing poker securely over the telephone — ultimately changed how computer scientists think about proofs, privacy, and verification. In this episode of First Principles, Turing Award–winning cryptographer Shafi Goldwasser joins a16z crypto Head of Research Tim Roughgarden and Research Partner Justin Thaler to tell the origin story of zero-knowledge proofs and interactive proof systems.  Goldwasser recounts how she, Silvio Micali, and Charles Rackoff developed a new kind of proof involving interaction, randomness, and a small probability of error. Their work introduced the idea that a prover could convince a verifier that a statement is true while revealing no additional information. The conversation follows those ideas through some of theoretical computer science's deepest results, including interactive proofs, IP = PSPACE, probabilistically checkable proofs, the sum-check protocol, and SNARKs.  These concepts now power blockchain rollups, privacy-preserving applications, and systems for verifying computation without repeating all the work. They also explore why breakthrough ideas are often initially rejected, how toy problems can lead to foundational theories, why abstraction and narrative matter in scientific research, and whether AI systems should be required to prove their answers.  Highlights  0:00 — Intro  3:36 — How mental poker inspired zero-knowledge proofs: Proving that something is true without revealing the underlying information  6:30 — The simulation paradigm and the meaning of “zero knowledge”  8:33 — Why the original paper was repeatedly rejected  10:33 — How interactive proofs became more powerful than conventional proofs  13:36 — The road to modern SNARKs  19:02 — Why the sum-check protocol is so useful for verifiable computation  25:31 — Why many so-called “zk proofs” are not actually zero knowledge  34:06 — Why toy examples, playfulness, and narratives can produce deep theory  37:23 — The role of rigor and computational assumptions in cryptography  42:44 — Applying zero-knowledge proofs to law, evidence, and secret software  45:23 — Training AI systems to provide proofs alongside their answers  54:27 — Why genuinely new ideas are often difficult for experts to recognize  About First Principles  First Principles is a special limited series from a16z crypto about the scientific roots of modern computing — especially blockchains — told through rare conversations with the pioneers who helped shape the foundational ideas behind distributed systems, consensus protocols, economics, mechanism design, cryptography, zero knowledge, and more.  People often tell the story of the Bitcoin whitepaper as if it appeared out of nowhere. But the ideas behind Bitcoin — and blockchains more broadly — come from decades of computer science, economics, mathematics, and cryptography. First Principles is a guide to that lineage, as told by the people who helped build it.  Links  Shafi Goldwasser  MIT CSAIL: http://people.csail.mit.edu/shafi/  Simons Institute: https://simons.berkeley.edu/people/shafi-goldwasser  Tim Roughgarden a16z crypto: https://a16zcrypto.com/team/tim-roughgarden/  Website: https://timroughgarden.org/ "X: https://x.com/Tim_Roughgarden  Justin Thaler  a16z crypto: https://a16zcrypto.com/team/justin-thaler/  Website: https://people.cs.georgetown.edu/jthaler/  X: https://x.com/SuccinctJT  a16z crypto Subscribe: https://www.youtube.com/@a16zcrypto  Website: https://a16zcrypto.com/  X: https://twitter.com/a16zcrypto  Newsletter: https://a16zcrypto.substack.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We're kicking off a new series with a very timely question: what does product management look like in the age of AI? In this first episode, Matt and Moshe set the stage for *First Principles and Beyond for Product Managers in the Age of AI*, exploring how PM work is changing, what should stay human, and where AI can genuinely help. The conversation ranges from Matt's work implementing software for government agencies to Moshe's hands-on experiments with AI coding tools like Cursor, Kirk, and Claude Code. Along the way, they dig into the tension between speed and judgment, debate what “product sense” really means, and start shaping the core theme of the series: identifying the first principles of product management before layering AI on top. Join Matt and Moshe as they explore: - How product management is evolving as AI becomes part of the workflow - Why human-centered value delivery still matters, even when tools can generate work faster - What “product sense” means in practice, and whether it can be defined as a set of first principles   - Experiments with AI coding tools, local development, and the possibilities of building faster with more leverage - The idea of using AI to augment product work without removing human judgment from the loop - Bring it to the audience by polling where PMs should remain involved, and where AI can take more of the load - And much more! Want to share your thoughts on the series or follow along?-  - Product for Product Podcast: http://linkedin.com/company/pr... - Matt Green: https://www.linkedin.com/in/ma... - Moshe Mikanovsky: http://www.linkedin.com/in/mik... Note: Any views mentioned in the podcast are the sole views of our hosts and guests, and do not represent the products mentioned in any way. Please leave us a review and feedback ⭐️⭐️⭐️⭐️⭐️

Will Harvey got into real estate the way a lot of people do. He dropped out of college after a double hip surgery ended football, landed on a mortgage desk in 2015, and figured out fast how leverage worked. He bought his first house on a $30,000 salary with his dad as a co-signer, rented out two of the three bedrooms, and house hacked a deal before he knew the word for it.Then came the part nobody puts in the brochure. Three rentals in an expensive market, no money left, and the discovery that owning property is not passive. As Will puts it, the only genuinely passive position in real estate is limited partner, and you pay for it by giving up control.So he kept moving. He left a high-paying W2 to flip houses, rolled the flip profits into syndications, took bonus depreciation against the gains, did a couple of deals as a GP. And somewhere in there he figured out what actually excites him is the finance side of the table, not the operating side.That led to a friends-and-family fund in 2023, an accidental first hard money loan, and eventually a dedicated 506(c) fund built on a specific idea: that hard money underwriting is due for a rebuild from first principles.Will walks through the seven risks he underwrites against, why he thinks most lenders collect the wrong paperwork while skipping the single most predictive input available, and how he uses AI to compress an underwriting file from hours to about ten minutes without giving up the verification step.He also talks about the $70,000 he lost on a deal he already knew he should not have taken, what he looks for in an investor conversation before he will accept a wire, and why the boring end of real estate is the point rather than the compromise.What you will learnWhy Will chose debt over equity, and what that decision has to do with temperament rather than returnsThe first-principles exercise he ran on lending, and the seven risks it producedWhich document lenders over-collect, and which input they skip entirelyHow AI actually sits in his underwriting stack, and where he still verifies by handWhat he screens for in a first conversation with a prospective investorWhy he charges points and has no prepayment penaltyConnect with Will HarveyWebsite: harvey-capital.comEmail: will@harvey-capital.comLinkedIn: search Will Harvey, Harvey CapitalThis week's bookTitan: The Life of John D. Rockefeller, Sr. by Ron ChernowWill also mentioned The Book of Elon, a compilation of Elon Musk's own thinking pulled from interviews. He reads both the same way: printed out, at night, when his mind has slowed down enough to actually absorb it.Chapters00:00 Cold open: the first call with a borrower00:35 Welcome01:40 Who Will Harvey is and what Harvey Capital does02:27 Dropping out, double hip surgery, and the mortgage desk03:43 House hacking the first deal before he knew the term04:44 Nothing about owning rentals is passive05:29 Leaving a high-paid W2 to flip houses06:31 The realization: he is not an operator, he is a finance guy06:58 The 2023 friends-and-family fund07:50 The accidental first hard money loan08:06 Graduating from a 506(b) to a 506(c)10:02 Why debt instead of equity13:13 How he protects capital13:32 Applying SpaceX first principles to lending15:53 The seven risks he underwrites against16:25 Over-documenting what does not matter17:00 The borrower's story as the real underwriting input18:49 A word from Elevista Connect19:52 Screening investors on temperament, not just accreditation20:04 Why the one-year term filters people out21:00 Boring is the whole point23:20 Where the borrowers actually come from23:30 Google ads, and turning them off24:15 The REIA coin flip28:39 How Will uses AI to run the business28:44 Claude Code on the terminal30:40 Recording borrower calls as a data point31:52 Compressing hours of underwriting into ten minutes32:36 Incumbent lenders move like turtles33:01 Why flippers actually buy speed35:09 No prepayment penalties, and the reason why36:23 Lightning round36:52 What drives him37:50 The best advice he ever got38:25 Buffett: price and value are two different things39:40 The decision he would take back40:44 Losing $70,000 on a deal outside the buy box41:32 The return on brain damage41:52 What is on his nightstand41:58 Titan, and The Book of Elon43:33 Ed's NotebookLM workflow for books he never gets to45:55 How Will defines success46:12 Outcomes are a distraction, focus on the process47:50 You only get 18 summers48:56 How to reach Will49:03 harvey-capital.comThis has been the Real Estate Underground. Don't forget to subscribe, it helps us grow.Elevista - Speed as a Service™Elevista Connect is the first AI-powered lead conversion system built for real estate investors.

I sat down with Eric Jorgensen, CEO of Scribe Media and author of The Book of Elon. Here are 3 things that stuck with me: What you think is your best is a fraction of what you're capable of. Elon isn't just working harder, he's cut through the noise to focus on what matters. First principles thinking breaks you free from conventional limits. Stop reasoning by analogy, asking what everyone else does. Start asking what's actually possible. The gap between those two questions is where innovation lives. Your uniqueness is your advantage. The world rewards people who are singular, -- Eric Jorgenson is the CEO of Scribe Media. He published two books with Scribe prior to becoming CEO. The Almanack of Naval Ravikant has sold over 1,000,000 copies, been translated into 30+ languages, and seen over 4,000,000 digital copies given away for free. He runs an early stage technology investment firm called Rolling Fun, and was previously in Growth & Product roles at Zaarly. Watch our previous interview Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Eric Jorgensen: Eric Jorgensen Books: https://www.ejorgenson.com/books-1  Website: https://scribemedia.com  X: https://twitter.com/scribemediaco  LinkedIn: https://www.linkedin.com/company/scribe-media  Instagram: https://www.instagram.com/scribemediaco  Facebook: https://facebook.com/scribemediaco  YouTube: https://www.youtube.com/channel/UCen_O0dVTbVAK-XF9IjPitQ      *E - explicit language may be used in this podcast.

After more than 15 years of building and leading businesses, Eli David Rokah, CEO of StartupBlink, shares the timeless principles he wishes he had known from day one. A practical guide for founders and entrepreneurs at any stage.

1 · SummaryPart 2 of 2. Part 1 laid out the bet: a fund built only for Indian consumer brands, back when the idea sounded absurd, and the anti-power-law machine Kanwal Singh built to make it work. This half is the person. The near-decade at Hindustan Lever that gave him his love of consumer, the Intel years, and the Paper Boat conviction that taught him to back the founder over the idea. Then the man himself: parents who came to India as refugees from Pakistan, a father who kept collecting degrees while feeding the family, the coach he started seeing in his sixties and what separates coaching from therapy, and how he reads a founder by meeting their family. He turned down twice the money he could have raised. He rates his life a 10.2 · Chapters0:00 Part 2 intro 1:22 The Hindustan Lever decade that started it all 2:25 Intel Inside, and bringing the inside out 4:22 The Paper Boat conviction: backing the founder 6:38 What he adds as Fireside's "CEO," and value of good 17:53 Capping the fund: turning down 2x the money 20:24 Hiring: read the person, meet the family 27:01 Refugees, and a father who never stopped studying 30:39 Three words, and a 100%-locked calendar 33:30 Motivating through the down days 34:51 The coach, and coaching vs therapy 43:40 How he learns, and consumer vs tech founders 51:27 Rating his life a 10, and success redefined 52:47 Cotswolds, golf, and the empty nest refilled3 · Pull-quotes[17:56] "I could have raised 2x of this. Genuinely, we could have raised 2x of this."[23:55] "You cannot build to sell. You build for sustenance, you build for good."[27:04] "Both my parents were refugees from Pakistan."[51:34] "A 10." (asked how happy he is with his life)4 · Frameworks & mental modelsFounder assessment through the family: read a founder by their story and support system, often over a meal with their spouse, on the belief that no one survives a decade-long build without one.Build for sustenance, not to sell: the best businesses are bought, not sold; you build for the long run and treat a sale as a business decision along the way.Value of good ("do good to do well"): founder first, planet first, one Fireside, with goodness as the foundation of doing well.Coaching vs therapy: therapy addresses a medical issue; coaching is vulnerability and honesty in a business context, and only works once you have the self-awareness to accept there's a problem.This episode was produced by Rohin Dharmakumar and mixed and mastered by Rajiv CN.Write to us at fp@the-ken.com with your feedback, suggestions, and guests you would want to see on First Principles.If you enjoyed this episode, please help us spread the word by sharing and gifting it to your friends and family.

I don't operate from assumptions or emotions. I question my own beliefs, compare them to first principles, and accept when I'm wrong, even if it's uncomfortable. Thinking this way requires effort, independent thought, and the willingness to let go of long held conclusions. That's how I stop following what I've always believed and start building from what's actually true. Show Notes: [05:38]#1 People default to social proof. [10:48]#2 Questioning assumptions creates discomfort.  [15:14]#3 Shortcut thinking replaces deep analysis. [17:22] Recap Next Steps: --- Execution is not a talent.   It is a standard. If your results don't match your ability, something in your approach is out of alignment. Most people do not have a motivation problem.   They have a consistency problem. Power Presence is the system for operating with greater discipline, clarity, structure, and execution under pressure. Learn more: → http://www.PowerPresenceProtocol.com  Know what to do but not always doing it?  Measure your execution at → http://RateMyExecution.com. Get Dre's free Daily Game email at http://WorkOnMyGame.com. Every day you'll receive one practical lesson on leadership, mindset, discipline, and execution to help you perform at a higher level. No fluff. Just game

When ML/AI Engineer William Horton last joined me, Maven Assistant had reached its first external users the day before. The healthcare AI agent was available to 20 percent of Maven Clinic's users, and the team had deliberately withheld answers about benefits. A wrong response could shape a decision involving $15,000 of fertility coverage, and the evals had not earned the right to ship it.Four months later, Maven Assistant is available to 100 percent of users, benefits answering is live, and weekly conversation volume has grown by roughly ten times. Real usage also overturned part of the roadmap. The team had invested heavily in provider search and appointment tools, but 50 to 60 percent of early conversations were basic health questions such as whether someone could eat tuna while pregnant.Production changed the engineering system too. An emergency guardrail told someone already in the ER to go to the ER. Zendesk content told people already using the Maven app to open the app. A newer model failed an upcoming-appointments eval because it correctly noticed that the mocked appointments were in the past.William explains how Maven turns those failures into deterministic tests, LLM judges, synthetic negatives, and manual review. He also walks through the move from Gemini Flash models toward newer OpenAI models, what GPT-5.6 and Fable mean for a production agent, why model upgrades can make old prompt instructions obsolete, and why open-weight models still have to justify their GPU, infrastructure, and engineering costs.“If anybody tells you that they've got their evaluations so good that they can just swap a model and know, with no manual review, that it's going to be better, that person is probably lying, or they work at one of three places in the world.”— William Horton, Staff Machine Learning Engineer, Maven ClinicYou can also find the full episode on Spotify, Apple Podcasts, and YouTube.

Today, on Karl and Crew, we wrapped up our weekly theme, “First Principle.” The author of “Ensnared: Overcoming the Darkness of the New Age and Occult with the Light of God’s Truth,” Jac Marino Chen, shared how Jesus delivered her from abuse, addiction, and the occult, encouraging listeners that no one is beyond the reach of God’s saving grace and transforming power. The President of Dallas Theological Seminary, Dr. Mark Yarborough, drew from his book The Rekindled Heart to share practical, biblical essentials for reviving a fading faith and living with renewed passion for Christ and His mission. We then turned to our listeners on the phone line and asked, “Did the Lord ever use Moody Radio to allow you to hear exactly what you needed in that moment?” You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Call Segment [ 07:25 ]Jac Marino Chen [ 26:05 ]Dr. Mark Yarborough [ 39:13 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Before the internet could become a place to bank or transact, it needed a way for strangers to know who they were talking to, and whether a message could be trusted. Turing Award winners Ron Rivest, Adi Shamir, and Leonard Adleman helped invent it. In this episode of First Principles, Rivest tells the story of how they developed RSA, the first practical public-key cryptosystem. Their breakthrough made it possible to encrypt information, verify identities, and authenticate messages across an open network without requiring participants to meet or exchange a secret in advance — laying essential groundwork for the secure internet and, decades later, blockchains. Rivest joins Tim Roughgarden, Head of Research at a16z crypto and Professor of Computer Science at Columbia University, and Dan Boneh — Professor of Computer Science at Stanford University, a16z crypto Senior Research Advisor, and the “B” in BLS signatures — for a conversation about the origins and future of modern cryptography. They trace the field from its early days, when most cryptographic research was classified and even the meaning of “security” had not been formally defined, through the publication of the Diffie-Hellman paper and the open problem that ultimately led to RSA. Rivest recounts the night the core idea came together, why the difficulty of factoring made the system plausible, and why no one initially knew whether it would survive sustained attempts to break it. The conversation also explores the other cryptographic primitives that underpin blockchains and the modern internet. Rivest explains why digital signatures interested him even more than encryption, how he designed the MD family of cryptographic hash functions, and why standards such as RSA, DSA, and SHA were shaped as much by politics, patents, and government pressure as by mathematics. Finally, Rivest shares his unusually candid views on quantum computing, post-quantum security, and the deeper theoretical possibility that P could equal NP. Either development could threaten the foundations of modern cryptography — but, as Rivest argues, cryptographers have a responsibility to prepare for even the worst-case scenarios. Highlights 00:00 – Intro: the two problems that could break modern cryptography 01:10 – Why Ron Rivest's work underpins the internet and blockchains 08:10 – Before public-key cryptography, there was no theory of security 11:05 – The open problem that led to RSA 13:55 – The night Ron Rivest discovered the core idea behind RSA 17:55 – Why digital signatures were the real breakthrough 19:14 – The RSA challenge — and a prediction that was off by quadrillions of years 28:33 – How government pressure shaped cryptographic standards 30:36 – Designing the hash functions that made digital signatures practical 33:26 – The Fiat–Shamir transformation, explained 38:04 – Building a cryptography company before the web existed 42:31 – Will quantum computers ever become powerful enough to break RSA? 48:02 – The cryptography securing the internet, elections, and everyday life 50:11 – What surprised Dan: Quantum giveth and quantum taketh away About First Principles First Principles is a special limited series from a16z crypto about the scientific roots of modern computing — especially blockchains — told through rare conversations with the pioneers who helped shape the foundational ideas behind distributed systems, consensus protocols, economics, mechanism design, cryptography, zero knowledge, and more. People often tell the story of the Bitcoin whitepaper as if it appeared out of nowhere. But the ideas behind Bitcoin — and blockchains more broadly — come from decades of computer science, economics, mathematics, and cryptography. First Principles is a guide to that lineage, as told by the people who helped build it. Subscribe to follow along: https://www.youtube.com/playlist?list=PLjQ9HCQMu_8yIg60YAq67HDdvp7E_T5e8 Hear more from: Ron Rivest: https://people.csail.mit.edu/rivest/ Tim Roughgarden: https://twitter.com/Tim_Roughgarden Dan Boneh: https://twitter.com/danboneh Follow a16z crypto: X: https://twitter.com/a16zcrypto LinkedIn: https://www.linkedin.com/showcase/a16zcrypto/posts/ YouTube: https://www.youtube.com/@a16zcrypto Substack: https://a16zcrypto.substack.com/subscribe/ As always, none of the following should be taken as investment, business, legal, or tax advice. Please see a16z.com/disclosures for more important information, including a link to a list of our investments. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today, on Karl and Crew, we wrapped up our weekly theme, “First Principle.” The author of “Ensnared: Overcoming the Darkness of the New Age and Occult with the Light of God’s Truth,” Jac Marino Chen, shared how Jesus delivered her from abuse, addiction, and the occult, encouraging listeners that no one is beyond the reach of God’s saving grace and transforming power. The President of Dallas Theological Seminary, Dr. Mark Yarborough, drew from his book The Rekindled Heart to share practical, biblical essentials for reviving a fading faith and living with renewed passion for Christ and His mission. We then turned to our listeners on the phone line and asked, “Did the Lord ever use Moody Radio to allow you to hear exactly what you needed in that moment?” You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Call Segment [ 07:25 ]Jac Marino Chen [ 26:05 ]Dr. Mark Yarborough [ 39:13 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we wrapped up our weekly theme, “First Principle.” The author of “Ensnared: Overcoming the Darkness of the New Age and Occult with the Light of God’s Truth,” Jac Marino Chen, shared how Jesus delivered her from abuse, addiction, and the occult, encouraging listeners that no one is beyond the reach of God’s saving grace and transforming power. The President of Dallas Theological Seminary, Dr. Mark Yarborough, drew from his book The Rekindled Heart to share practical, biblical essentials for reviving a fading faith and living with renewed passion for Christ and His mission. We then turned to our listeners on the phone line and asked, “Did the Lord ever use Moody Radio to allow you to hear exactly what you needed in that moment?” You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Call Segment [ 07:25 ]Jac Marino Chen [ 26:05 ]Dr. Mark Yarborough [ 39:13 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we wrapped up our weekly theme, “First Principle.” The author of “Ensnared: Overcoming the Darkness of the New Age and Occult with the Light of God’s Truth,” Jac Marino Chen, shared how Jesus delivered her from abuse, addiction, and the occult, encouraging listeners that no one is beyond the reach of God’s saving grace and transforming power. The President of Dallas Theological Seminary, Dr. Mark Yarborough, drew from his book The Rekindled Heart to share practical, biblical essentials for reviving a fading faith and living with renewed passion for Christ and His mission. We then turned to our listeners on the phone line and asked, “Did the Lord ever use Moody Radio to allow you to hear exactly what you needed in that moment?” You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Call Segment [ 07:25 ]Jac Marino Chen [ 26:05 ]Dr. Mark Yarborough [ 39:13 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we wrapped up our weekly theme, “First Principle.” The author of “Ensnared: Overcoming the Darkness of the New Age and Occult with the Light of God’s Truth,” Jac Marino Chen, shared how Jesus delivered her from abuse, addiction, and the occult, encouraging listeners that no one is beyond the reach of God’s saving grace and transforming power. The President of Dallas Theological Seminary, Dr. Mark Yarborough, drew from his book The Rekindled Heart to share practical, biblical essentials for reviving a fading faith and living with renewed passion for Christ and His mission. We then turned to our listeners on the phone line and asked, “Did the Lord ever use Moody Radio to allow you to hear exactly what you needed in that moment?” You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Call Segment [ 07:25 ]Jac Marino Chen [ 26:05 ]Dr. Mark Yarborough [ 39:13 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we wrapped up our weekly theme, “First Principle.” The author of “Ensnared: Overcoming the Darkness of the New Age and Occult with the Light of God’s Truth,” Jac Marino Chen, shared how Jesus delivered her from abuse, addiction, and the occult, encouraging listeners that no one is beyond the reach of God’s saving grace and transforming power. The President of Dallas Theological Seminary, Dr. Mark Yarborough, drew from his book The Rekindled Heart to share practical, biblical essentials for reviving a fading faith and living with renewed passion for Christ and His mission. We then turned to our listeners on the phone line and asked, “Did the Lord ever use Moody Radio to allow you to hear exactly what you needed in that moment?” You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Call Segment [ 07:25 ]Jac Marino Chen [ 26:05 ]Dr. Mark Yarborough [ 39:13 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today on Karl and Crew, we continued our theme, “First Principle,” examining why discipleship is broken in America. Dr. Ron Hunter, the CEO of D6 Family Ministry, explained why parents play the primary role in discipleship, sharing practical ways to cultivate lifelong faith through everyday rhythms, meaningful relationships, and age-appropriate guidance. The Executive Director of Moody’s Theological Seminary Center for Compelling Biblical Preaching, Dr. Eric Redmond, explained why discipleship must extend beyond programs and small groups, encouraging believers to invest personally in others and model how faith shapes everyday life. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Make It A Metaphor with Jonathan [ 22:09 ]Dr. Ron Hunter [ 27:02 ]Dr. Eric Redmond [ 39:01 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today on Karl and Crew, we continued our theme, “First Principle,” examining why discipleship is broken in America. Dr. Ron Hunter, the CEO of D6 Family Ministry, explained why parents play the primary role in discipleship, sharing practical ways to cultivate lifelong faith through everyday rhythms, meaningful relationships, and age-appropriate guidance. The Executive Director of Moody’s Theological Seminary Center for Compelling Biblical Preaching, Dr. Eric Redmond, explained why discipleship must extend beyond programs and small groups, encouraging believers to invest personally in others and model how faith shapes everyday life. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Make It A Metaphor with Jonathan [ 22:09 ]Dr. Ron Hunter [ 27:02 ]Dr. Eric Redmond [ 39:01 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today on Karl and Crew, we continued our theme, “First Principle,” examining why discipleship is broken in America. Dr. Ron Hunter, the CEO of D6 Family Ministry, explained why parents play the primary role in discipleship, sharing practical ways to cultivate lifelong faith through everyday rhythms, meaningful relationships, and age-appropriate guidance. The Executive Director of Moody’s Theological Seminary Center for Compelling Biblical Preaching, Dr. Eric Redmond, explained why discipleship must extend beyond programs and small groups, encouraging believers to invest personally in others and model how faith shapes everyday life. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Make It A Metaphor with Jonathan [ 22:09 ]Dr. Ron Hunter [ 27:02 ]Dr. Eric Redmond [ 39:01 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today on Karl and Crew, we continued our theme, “First Principle,” examining why discipleship is broken in America. Dr. Ron Hunter, the CEO of D6 Family Ministry, explained why parents play the primary role in discipleship, sharing practical ways to cultivate lifelong faith through everyday rhythms, meaningful relationships, and age-appropriate guidance. The Executive Director of Moody’s Theological Seminary Center for Compelling Biblical Preaching, Dr. Eric Redmond, explained why discipleship must extend beyond programs and small groups, encouraging believers to invest personally in others and model how faith shapes everyday life. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Make It A Metaphor with Jonathan [ 22:09 ]Dr. Ron Hunter [ 27:02 ]Dr. Eric Redmond [ 39:01 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today on Karl and Crew, we continued our theme, “First Principle,” examining why discipleship is broken in America. Dr. Ron Hunter, the CEO of D6 Family Ministry, explained why parents play the primary role in discipleship, sharing practical ways to cultivate lifelong faith through everyday rhythms, meaningful relationships, and age-appropriate guidance. The Executive Director of Moody’s Theological Seminary Center for Compelling Biblical Preaching, Dr. Eric Redmond, explained why discipleship must extend beyond programs and small groups, encouraging believers to invest personally in others and model how faith shapes everyday life. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Make It A Metaphor with Jonathan [ 22:09 ]Dr. Ron Hunter [ 27:02 ]Dr. Eric Redmond [ 39:01 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today on Karl and Crew, we continued our theme, “First Principle,” examining why discipleship is broken in America. Dr. Ron Hunter, the CEO of D6 Family Ministry, explained why parents play the primary role in discipleship, sharing practical ways to cultivate lifelong faith through everyday rhythms, meaningful relationships, and age-appropriate guidance. The Executive Director of Moody’s Theological Seminary Center for Compelling Biblical Preaching, Dr. Eric Redmond, explained why discipleship must extend beyond programs and small groups, encouraging believers to invest personally in others and model how faith shapes everyday life. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Make It A Metaphor with Jonathan [ 22:09 ]Dr. Ron Hunter [ 27:02 ]Dr. Eric Redmond [ 39:01 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today on Karl and Crew, we continued our theme, “First Principle,” where we explored the difference between decision and surrender. Dannah Gresh, author of “And the Bride Wore White,” shared insights on purity culture, emphasizing that true purity is found in Christ and urging the Church to embrace a biblical vision of sexual integrity with both truth and grace. Dr. John Mabus, a professor from Moody Bible Institute highlighted that genuine salvation requires wholehearted surrender to Jesus, focusing on discipleship and a life transformed by Him. We also engaged our listeners, asking, “If the foundation of your salvation was off from the very beginning, how would you know?” You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Dannah Gresh [ 06:12 ]Call Segment [ 18:45 ]Dr. John Mabus [ 46:36 ]Ally Think It's Funny [ 56:40 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Most enterprises rolling out AI are quietly optimizing for the wrong thing: speed, volume, lines of code shipped. Manu Narayan, CIO of GitLab, argues that efficiency gains alone are about to drive companies straight into a productivity ceiling they can't engineer their way out of. The reason is simple and uncomfortable—a faster version of a pre-AI workflow is still a pre-AI workflow. The real unlock isn't speeding up what you already do; it's rebuilding it from first principles.In this episode of Talking AI, Matt Paige sits down with Manu Narayan, GitLab's first-ever CIO, who owns the company's internal AI strategy, enterprise technology, and data infrastructure—in effect, putting GitLab to work inside GitLab. Manu makes the case for moving beyond incremental AI adoption toward a genuine operating model for enterprise AI.The conversation covers GitLab's hub-and-spoke operating model and its embedded "AI transformation owners," why the team measures adoption against business KPIs instead of token counts, how "human in the loop" is evolving into an orchestration role, and why context and traceability—not raw speed—are the new differentiators in software development.In this episode, you'll hear about:Why efficiency gains alone lead straight into a productivity ceilingThe gap between AI "haves and have-nots" and how to close itGitLab's hub-and-spoke (really hub-spoke-hub) operating modelWhat an "AI transformation owner" does inside each division"Full stack" people: stretching roles end-to-end across a life cycleThe difference between a skill and an agent—and why it mattersBuilding an internal skill library with governance built inWhy token maxing is the wrong scoreboard, and what to measure insteadHow human-in-the-loop shifts to a higher level of abstractionWhat "loops" mean and the move to being a manager of agentsWhy context and traceability beat commoditized speedLocal vs. repo-side development and where guardrails belongHandling shadow AI with a genuine "happy path to production"The first move for a CIO stuck optimizing the old workflowKey Moments00:03:11 — The AI "haves and have-nots" inside every enterprise00:04:30 — The hub-and-spoke operating model and "AI transformation owners"00:07:00 — "Full stack" people: stretching roles across the whole life cycle00:09:06 — Skills vs. agents — human-invoked versus autonomous00:12:00 — The daily to-do skill that briefs Manu every morning00:12:58 — Building an internal skill library with a review-and-promote pipeline00:16:13 — Why GitLab doesn't ascribe to "token maxing"00:18:02 — Measuring adoption by role — beyond lines of code and MRs00:24:30 — Local vs. repo side: where governance and guardrails actually live00:27:39 — How "human in the loop" is evolving as agents outpace review00:30:49 — What "loops" really are, and the manager-of-agents shift00:33:52 — Why context and traceability are the new differentiators00:37:29 — The maintainability fear and the bottleneck that moved to review00:39:55 — SaaSpocalypse, agent sprawl, and the limits of MCP00:42:51 — Shadow AI and the "happy path to production"00:45:29 — The first move Monday morning: executive alignment on scope00:47:33 — Advice to his pre-AI self: stay nimble, it's okay to pivotKey LinksGitLabConnect with Manu on LinkedInMentioned in this episode:AI Opportunity FinderFeeling overwhelmed by all the AI noise out there? The AI Opportunity Finder from HatchWorks cuts through the hype and gives you a clear starting point. In less than 5 minutes, you'll get tailored, high-impact AI use cases specific to your business—scored by ROI so you know exactly where to start. Whether you're looking to cut costs, automate tasks, or grow faster, this free tool gives you a personalized roadmap built for action.

Today on Karl and Crew, we continued our theme, “First Principle,” where we explored the difference between decision and surrender. Dannah Gresh, author of “And the Bride Wore White,” shared insights on purity culture, emphasizing that true purity is found in Christ and urging the Church to embrace a biblical vision of sexual integrity with both truth and grace. Dr. John Mabus, a professor from Moody Bible Institute highlighted that genuine salvation requires wholehearted surrender to Jesus, focusing on discipleship and a life transformed by Him. We also engaged our listeners, asking, “If the foundation of your salvation was off from the very beginning, how would you know?” You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Dannah Gresh [ 06:12 ]Call Segment [ 18:45 ]Dr. John Mabus [ 46:36 ]Ally Think It's Funny [ 56:40 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today on Karl and Crew, we continued our theme, “First Principle,” where we explored the difference between decision and surrender. Dannah Gresh, author of “And the Bride Wore White,” shared insights on purity culture, emphasizing that true purity is found in Christ and urging the Church to embrace a biblical vision of sexual integrity with both truth and grace. Dr. John Mabus, a professor from Moody Bible Institute highlighted that genuine salvation requires wholehearted surrender to Jesus, focusing on discipleship and a life transformed by Him. We also engaged our listeners, asking, “If the foundation of your salvation was off from the very beginning, how would you know?” You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Dannah Gresh [ 06:12 ]Call Segment [ 18:45 ]Dr. John Mabus [ 46:36 ]Ally Think It's Funny [ 56:40 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today on Karl and Crew, we continued our theme, “First Principle,” where we explored the difference between decision and surrender. Dannah Gresh, author of “And the Bride Wore White,” shared insights on purity culture, emphasizing that true purity is found in Christ and urging the Church to embrace a biblical vision of sexual integrity with both truth and grace. Dr. John Mabus, a professor from Moody Bible Institute highlighted that genuine salvation requires wholehearted surrender to Jesus, focusing on discipleship and a life transformed by Him. We also engaged our listeners, asking, “If the foundation of your salvation was off from the very beginning, how would you know?” You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Dannah Gresh [ 06:12 ]Call Segment [ 18:45 ]Dr. John Mabus [ 46:36 ]Ally Think It's Funny [ 56:40 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today on Karl and Crew, we continued our theme, “First Principle,” where we explored the difference between decision and surrender. Dannah Gresh, author of “And the Bride Wore White,” shared insights on purity culture, emphasizing that true purity is found in Christ and urging the Church to embrace a biblical vision of sexual integrity with both truth and grace. Dr. John Mabus, a professor from Moody Bible Institute highlighted that genuine salvation requires wholehearted surrender to Jesus, focusing on discipleship and a life transformed by Him. We also engaged our listeners, asking, “If the foundation of your salvation was off from the very beginning, how would you know?” You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Dannah Gresh [ 06:12 ]Call Segment [ 18:45 ]Dr. John Mabus [ 46:36 ]Ally Think It's Funny [ 56:40 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today on Karl and Crew, we continued our theme, “First Principle,” where we explored the difference between decision and surrender. Dannah Gresh, author of “And the Bride Wore White,” shared insights on purity culture, emphasizing that true purity is found in Christ and urging the Church to embrace a biblical vision of sexual integrity with both truth and grace. Dr. John Mabus, a professor from Moody Bible Institute highlighted that genuine salvation requires wholehearted surrender to Jesus, focusing on discipleship and a life transformed by Him. We also engaged our listeners, asking, “If the foundation of your salvation was off from the very beginning, how would you know?” You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Dannah Gresh [ 06:12 ]Call Segment [ 18:45 ]Dr. John Mabus [ 46:36 ]Ally Think It's Funny [ 56:40 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we continued our weekly theme, “First Principle,” and explained why religion can't save people. Phil Shappard served over 30 years as National Operations Manager of Moody Radio. He reflected on Moody Radio’s 100-year legacy, sharing stories of the ministry’s humble beginnings, technological innovation, and unwavering commitment to proclaiming the gospel. J. Warner Wallace, an adjunct professor of apologetics at Talbot School of Theology, shared how his experience as a cold-case detective led him to examine the evidence for Christianity, explaining why the historical case for Jesus’ resurrection continues to strengthen believers’ confidence and hope. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Music Through the Decades [ 01:18 ]Phil Shappard [ 15:11 ]J. Warner Wallace [ 30:00 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we continued our weekly theme, “First Principle,” and explained why religion can't save people. Phil Shappard served over 30 years as National Operations Manager of Moody Radio. He reflected on Moody Radio’s 100-year legacy, sharing stories of the ministry’s humble beginnings, technological innovation, and unwavering commitment to proclaiming the gospel. J. Warner Wallace, an adjunct professor of apologetics at Talbot School of Theology, shared how his experience as a cold-case detective led him to examine the evidence for Christianity, explaining why the historical case for Jesus’ resurrection continues to strengthen believers’ confidence and hope. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Music Through the Decades [ 01:18 ]Phil Shappard [ 15:11 ]J. Warner Wallace [ 30:00 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we continued our weekly theme, “First Principle,” and explained why religion can't save people. Phil Shappard served over 30 years as National Operations Manager of Moody Radio. He reflected on Moody Radio’s 100-year legacy, sharing stories of the ministry’s humble beginnings, technological innovation, and unwavering commitment to proclaiming the gospel. J. Warner Wallace, an adjunct professor of apologetics at Talbot School of Theology, shared how his experience as a cold-case detective led him to examine the evidence for Christianity, explaining why the historical case for Jesus’ resurrection continues to strengthen believers’ confidence and hope. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Music Through the Decades [ 01:18 ]Phil Shappard [ 15:11 ]J. Warner Wallace [ 30:00 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we continued our weekly theme, “First Principle,” and explained why religion can't save people. Phil Shappard served over 30 years as National Operations Manager of Moody Radio. He reflected on Moody Radio’s 100-year legacy, sharing stories of the ministry’s humble beginnings, technological innovation, and unwavering commitment to proclaiming the gospel. J. Warner Wallace, an adjunct professor of apologetics at Talbot School of Theology, shared how his experience as a cold-case detective led him to examine the evidence for Christianity, explaining why the historical case for Jesus’ resurrection continues to strengthen believers’ confidence and hope. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Music Through the Decades [ 01:18 ]Phil Shappard [ 15:11 ]J. Warner Wallace [ 30:00 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we continued our weekly theme, “First Principle,” and explained why religion can't save people. Phil Shappard served over 30 years as National Operations Manager of Moody Radio. He reflected on Moody Radio’s 100-year legacy, sharing stories of the ministry’s humble beginnings, technological innovation, and unwavering commitment to proclaiming the gospel. J. Warner Wallace, an adjunct professor of apologetics at Talbot School of Theology, shared how his experience as a cold-case detective led him to examine the evidence for Christianity, explaining why the historical case for Jesus’ resurrection continues to strengthen believers’ confidence and hope. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Music Through the Decades [ 01:18 ]Phil Shappard [ 15:11 ]J. Warner Wallace [ 30:00 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we continued our weekly theme, “First Principle,” and explained why religion can't save people. Phil Shappard served over 30 years as National Operations Manager of Moody Radio. He reflected on Moody Radio’s 100-year legacy, sharing stories of the ministry’s humble beginnings, technological innovation, and unwavering commitment to proclaiming the gospel. J. Warner Wallace, an adjunct professor of apologetics at Talbot School of Theology, shared how his experience as a cold-case detective led him to examine the evidence for Christianity, explaining why the historical case for Jesus’ resurrection continues to strengthen believers’ confidence and hope. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Music Through the Decades [ 01:18 ]Phil Shappard [ 15:11 ]J. Warner Wallace [ 30:00 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we kicked off our weekly theme, “First Principle,” and posed the thought-provoking question, “Can you go to church for years and not know Christ?” The President and Chief Executive Officer of Transform Iran, Lana Silk, explained why many Iranians see the current conflict differently from how it’s portrayed in the West and shared how believers continue to bring hope amid uncertainty. The lead pastor of City Church, Dean Inserra, unpacked his book “The Unsaved Christian,” explaining the marks of cultural Christianity and encouraging listeners to examine whether their faith rests in Christ alone rather than heritage, morality, or religious tradition. Abdu Murray, the President of Embrace the Truth, shared how his journey from Islam to Christ shaped his understanding of cultural Christianity and encouraged listeners to pursue genuine saving faith over religious tradition. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Lana Silk [ 13:47 ]Dean Inserra [ 24:32 ]Abdu Murray [ 34:52 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

1 · SummaryPart 1 of 2. Kanwal Singh is the first venture capitalist to appear on First Principles, and the reason is the bet he made with the fund itself. In 2017, at the peak of the tech boom, he walked away from tech investing to raise a fund only for Indian consumer brands, when almost nobody believed India had a consumer story worth venture capital. His first backers weren't institutions, they were the consumer families who had built India's brands. This half covers the whole bet: what investors actually said when he pitched a consumer-only fund, why he raised in India rather than abroad, the ownership and follow-on design he corrected fund after fund, his claim that most of his companies succeed rather than one outlier, and his working map of India 1, 2 and 3. Part 2 turns to the person behind it.2 · Chapters0:00 Cold open and Part 1 intro 3:27 What Fireside is, and why it exists 10:04 How the fund makes money 11:23 The stats: 9 years, 4 funds, 68 investments 12:50 Raising fund one: consumer families, not global institutions 17:14 Two years as a solo angel 25:51 Ownership by design, and the follow-on model 34:05 What "success" means, and the anti-power-law 36:56 The centre of excellence 45:40 The three breaks from the VC default, and India 1/2/3 53:47 Quick commerce is brand-first 57:54 Brand vs performance: Underneat, Truvi3 · Pull-quotes[0:20] "For a 5x, nobody will call you legendary."[34:24] "We can build successful funds, fund after fund... not necessarily depending on those one or two outliers. Good news is we also have the outliers."[40:26] "The answer lies in the question. It is hard."[54:12] "The power of the brand is truly manifest in quick commerce."4 · Frameworks & mental modelsAnti-power-law investing: a portfolio where most companies clear "capital plus," not one built to live or die on a single outlier.The three breaks from the VC default: consumer over tech, Indian consumer-family LPs over global institutions, one shared-credit team over lone-hero dealmakers.India 1, 2, 3: his working map of where consumption grows, with India 2 needing products designed for it and India 3 reached through doorstep models.Quick commerce is brand-first: scarce shelf space and a buy-not-browse shopper mean only brands with genuine pull survive.This episode was produced by Rohin Dharmakumar and mixed and mastered by Rajiv CN.Write to us at fp@the-ken.com with your feedback, suggestions, and guests you would want to see on First Principles.If you enjoyed this episode, please help us spread the word by sharing and gifting it to your friends and family.

Today, on Karl and Crew, we kicked off our weekly theme, “First Principle,” and posed the thought-provoking question, “Can you go to church for years and not know Christ?” The President and Chief Executive Officer of Transform Iran, Lana Silk, explained why many Iranians see the current conflict differently from how it’s portrayed in the West and shared how believers continue to bring hope amid uncertainty. The lead pastor of City Church, Dean Inserra, unpacked his book “The Unsaved Christian,” explaining the marks of cultural Christianity and encouraging listeners to examine whether their faith rests in Christ alone rather than heritage, morality, or religious tradition. Abdu Murray, the President of Embrace the Truth, shared how his journey from Islam to Christ shaped his understanding of cultural Christianity and encouraged listeners to pursue genuine saving faith over religious tradition. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Lana Silk [ 13:47 ]Dean Inserra [ 24:32 ]Abdu Murray [ 34:52 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we kicked off our weekly theme, “First Principle,” and posed the thought-provoking question, “Can you go to church for years and not know Christ?” The President and Chief Executive Officer of Transform Iran, Lana Silk, explained why many Iranians see the current conflict differently from how it’s portrayed in the West and shared how believers continue to bring hope amid uncertainty. The lead pastor of City Church, Dean Inserra, unpacked his book “The Unsaved Christian,” explaining the marks of cultural Christianity and encouraging listeners to examine whether their faith rests in Christ alone rather than heritage, morality, or religious tradition. Abdu Murray, the President of Embrace the Truth, shared how his journey from Islam to Christ shaped his understanding of cultural Christianity and encouraged listeners to pursue genuine saving faith over religious tradition. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Lana Silk [ 13:47 ]Dean Inserra [ 24:32 ]Abdu Murray [ 34:52 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we kicked off our weekly theme, “First Principle,” and posed the thought-provoking question, “Can you go to church for years and not know Christ?” The President and Chief Executive Officer of Transform Iran, Lana Silk, explained why many Iranians see the current conflict differently from how it’s portrayed in the West and shared how believers continue to bring hope amid uncertainty. The lead pastor of City Church, Dean Inserra, unpacked his book “The Unsaved Christian,” explaining the marks of cultural Christianity and encouraging listeners to examine whether their faith rests in Christ alone rather than heritage, morality, or religious tradition. Abdu Murray, the President of Embrace the Truth, shared how his journey from Islam to Christ shaped his understanding of cultural Christianity and encouraged listeners to pursue genuine saving faith over religious tradition. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Lana Silk [ 13:47 ]Dean Inserra [ 24:32 ]Abdu Murray [ 34:52 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Today, on Karl and Crew, we kicked off our weekly theme, “First Principle,” and posed the thought-provoking question, “Can you go to church for years and not know Christ?” The President and Chief Executive Officer of Transform Iran, Lana Silk, explained why many Iranians see the current conflict differently from how it’s portrayed in the West and shared how believers continue to bring hope amid uncertainty. The lead pastor of City Church, Dean Inserra, unpacked his book “The Unsaved Christian,” explaining the marks of cultural Christianity and encouraging listeners to examine whether their faith rests in Christ alone rather than heritage, morality, or religious tradition. Abdu Murray, the President of Embrace the Truth, shared how his journey from Islam to Christ shaped his understanding of cultural Christianity and encouraged listeners to pursue genuine saving faith over religious tradition. You can hear the highlights of today’s program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps:Lana Silk [ 13:47 ]Dean Inserra [ 24:32 ]Abdu Murray [ 34:52 ]Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Long before onchain markets made mechanism design a daily engineering problem, Nobel Prize winner Paul Milgrom was asking how prices actually form — and how better auction rules could reshape actual markets. His work helped transform auction theory from an elegant branch of economics into a practical toolkit for allocating scarce resources, from wireless spectrum to digital ads to financial markets. In this episode of First Principles, Tim Roughgarden, Head of Research at a16z crypto, sits down with Milgrom alongside Scott Kominers — Harvard Business School professor and a16z crypto research partner — for a conversation about auctions, information, price discovery, and the design of complex markets. Together, they explore Milgrom's foundational work on auction theory, the famous Milgrom-Weber paper, the Grossman-Stiglitz paradox and the Glosten-Milgrom model of market microstructure, and why understanding how prices form matters for everything from prediction markets to decentralized finance. They also discuss Milgrom's work designing the FCC spectrum auctions — including the auctions that helped allocate wireless spectrum for technologies like mobile broadband and 5G — and the later FCC incentive auction, a massive market design challenge that combined economics, computer science, policy, and real-world implementation. Highlights 00:00 Intro: economics assumptions that are “just wrong” 02:19 Scott Kominers on the genius of Paul Milgrom 05:35 The price discovery problem economics forgot 07:48 The auction theory breakthrough of the 1980s 17:15 Why market microstructure matters for DeFi 24:17 When math teaches economics something new 29:22 Designing auctions people can actually use 32:40 How theory became spectrum auction design 36:22 The floppy disk that helped convince the FCC 41:05 What changed when auctions moved online 45:28 The auction that reorganized television 57:25 Why the best auctions feel simple 1:07:30 What economics and computer science can learn from each other 1:13:22 Futures markets for compute 1:15:12 Paul Milgrom's advice for builders About First Principles First Principles is a special limited series from a16z crypto about the scientific roots of modern computing — especially blockchains — told through rare conversations with the pioneers who helped shape the foundational ideas behind distributed systems, consensus protocols, economics, mechanism design, cryptography, zero knowledge, and more. People often tell the story of the Bitcoin whitepaper as if it appeared out of nowhere. But the ideas behind Bitcoin — and blockchains more broadly — come from decades of computer science, economics, mathematics, and cryptography. First Principles is a guide to that lineage, as told by the people who helped build it. Subscribe to follow along:https://www.youtube.com/playlist?list=PLjQ9HCQMu_8yIg60YAq67HDdvp7E_T5e8 Hear more from Tim Roughgarden: https://twitter.com/Tim_Roughgarden Scott Kominers: https://twitter.com/skominers Follow a16z crypto X: https://twitter.com/a16zcrypto LinkedIn: https://www.linkedin.com/showcase/a16zcrypto/posts/ YouTube: https://www.youtube.com/@a16zcrypto Substack: https://a16zcrypto.substack.com/subscribe/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Part 2 of 2. In Part 1 we walked the road from 2011 — three companies, an investor ultimatum, and the capital it took to build. Part 2 is the mind. Saahil Goel starts with what, given hindsight, he'd do differently, then the first principles he runs Shiprocket on (distribution beats product), the two or three metrics he genuinely obsesses over, his bet on applied AI, why he believes you can't actually manage people, who does and doesn't survive at the company, the guitar he still plays, his dog, and the question Rohin closes every episode with, which Saahil answers with a single number.Chapters1:02  With hindsight, what he'd do differently2:10  “A paisa of every transaction in India”5:23  First principles: distribution beats product11:32  The metrics he obsesses over17:22  Betting on applied AI29:33  “You can't manage people”31:45  Who doesn't survive at Shiprocket42:05  The guitar, Pink Floyd, and Bruno the CHO58:28  The book he forgets — and how he reflects1:00:50  Rating his life an 8This episode was produced by Rohin Dharmakumar and mixed and mastered by Rajiv CN.Write to us at fp@the-ken.com with your feedback, suggestions, and guests you would want to see on First Principles.If you enjoyed this episode, please help us spread the word by sharing and gifting it to your friends and family.

Adam took the family on his parents' annual vacation this week, and Grandpa rented four jet skis. With a house full of kids, four turned out to be exactly the right number. Adam threw Luke off the back four times, which he's counting as a win. But the real event was the card game. If you've never played spoons with the Minihan family, know this going in: it ends in blood. Sheetrock has been broken. Tables have taken damage. Adam came home with a scratch, a bruise, and a loss he's still sore about. His sister Kaylin was his rival, so he spent the whole game yanking the spoons to the far end of the table just to make her fly for one. Then Grandpa broke out the karaoke machine after the kids went down, and Adam lassoed Lady Haylee into a duet of "Jackson." Every man should have a go-to karaoke song ready for when the moment finds him. Adam jokes, God help him, is "My Heart Will Go On."Dave, by his own admission, has no fun stories. He spent the weekend working himself to the bone, finished cutting his wheat, and pulled a good harvest. Adam brought up while his family was away, something got into the coop. A fox or a coyote, most likely, because a raccoon doesn't kill a dozen birds. They lost the four new chicks and the brooding hens. Chicken math giveth, and this week it took away.The pour is 1792 Full Proof, a single-barrel store pick from Broken Arrow Wine and Spirits, a Catholic-owned shop. It's barrel strength and it drinks hot. Jim, keeper of the yummy scale, gave it a 5.99 out of 6, then shrugged and told the guys to be indifferent to it. Which, as it happens, is the whole show.Because tonight the topic is holy indifference, and Adam frames it first through ordering your day. Reading Sertillanges' The Intellectual Life, he lands on a hard truth: you are not at the mercy of your mood, and the man who waits until he feels like it never starts. Order gets carried out precisely when you don't feel like it, because the hierarchy of what matters doesn't shift with how you feel. Decide what a good day looks like before the day begins. Get your three to five things done no matter what the highs and lows throw at you. Kill the second alarm. Don't become a slave to the pillow. Small time used faithfully beats big time used erratically. And guard your silence, because a scattered mind can't go deep, and the first place you feel the noise is in adoration.Then the turn. Holy indifference isn't apathy. It's the opposite. It's a hyper-preference, wanting the will of God so completely that you stop caring whether He sends riches or poverty, health or sickness, a long life or a short one. St. Ignatius calls it indifference to all created things. St. Francis de Sales sharpens it: the resigned man accepts God's will but still quietly prefers his own, while the indifferent man has let go of the preference itself. Wax in the hand. Clay in the potter's grip. Dave brings it home with the night a car stopped short in front of him and he thought, what if I'd just died? His first panic was, who takes care of my family? And the answer he heard was, do you think you're the one who takes care of them? Have they not always been Mine first? Protect, provide, establish, and then hold it all loosely. You can't abandon yourself to a God you don't trust, so build the faith that lets you trust Him. Raise your glass.TOPICS COVEREDAdam's family vacation and Grandpa renting four jet skis for a house full of kidsThe Minihan family spoons tournament that draws blood and breaks sheetrock, with Adam's sister Kaylin as his rivalWhy every man needs a go-to karaoke song, and Adam roping Lady Haylee into a "Jackson" duetDave working himself to the bone all weekend with no story to show for itDave finishing the wheat harvest and losing a dozen chickens to a predator while the family was away"Chicken math," and why your flock is a moving number and never a static oneBourbon of the week: 1792 Full Proof, a single-barrel store pick from Broken Arrow Wine and SpiritsJim's yummy scale verdict: a 5.99 out of 6, delivered with a shrugOrdering your day so you're not at the mercy of your moods, from Sertillanges' The Intellectual LifeDeciding what a good day looks like before the day even beginsKevin O'Leary, Steve Jobs, and getting your three to five things done regardless of the highs and lowsGuarding your focus: the Brick, one alarm, no snooze, and refusing to be a slave to the pillowWhy small time used faithfully beats big time used erraticallyWhy living well for your family is harder than dying for itRecollection over noise, guarding silence, and why you feel a scattered mind first in adorationCatholic freedom as the ability to choose the good, not the license to do whatever you wantHoly indifference as a hyper-preference for God's will, not apathySt. Ignatius on indifference to health or sickness, riches or poverty, honor or dishonorSt. Francis de Sales on the difference between resignation and indifference, and the image of wax in the handThe daily offering, and Adam's "Lord, take it all from me" prayer in adorationThe detachment exercise: if a tornado took your house, would you still trust Him?Dave's near-death moment and the words he heard: do you think you're the one who takes care of your family?"Hold on loosely, but don't let go," and why you can't abandon yourself to a God you don't trustREFERENCED IN THIS EPISODEBooks & Writings:The Intellectual Life by A.G. Sertillanges, O.P. (Adam's favorite; "every man should read it")Introduction to the Devout Life by St. Francis de Sales (resignation vs. indifference; the wax in the hand)The Spiritual Exercises of St. Ignatius of Loyola (indifference to all created things)Steve Jobs by Walter Isaacson (Adam's take: a brilliant visionary who led a sad life)Divine Mercy in My Soul by St. Maria Faustina (free on the Amen app)True Devotion to Mary by St. Louis de Montfort (free on the Amen app)Saints & Church Fathers:St. Ignatius of Loyola (holy indifference; the First Principle and Foundation)St. Francis de Sales (resignation vs. indifference)St. Thérèse of Lisieux (the "little way," faithful small time)St. Maria Faustina and St. Louis de Montfort (the two books that changed Adam's life)People:Adam Minihan (host; founder of M6 Marketing; writes The Grounded Builder on Substack)Dave Niles (host; Lady Pamela and the kids)Jim Spencer (in studio; keeper of the yummy scale)Kevin O'Leary, "Mr. Wonderful," and Steve Jobs (the time-management and focus thread)Karl Graham (friend of the show; the log-every-30-minutes habit)Musical cameos: 38 Special ("Hold On Loosely"), Johnny Cash and June Carter ("Jackson"), Celine Dion ("My Heart Will Go On"), Lionel Richie ("Easy")Programs & Institutions:The Brick (the focus device that blocks distracting apps)Broken Arrow Wine and Spirits (Catholic-owned; the 1792 Full Proof store pick)M6 Marketing (Adam's company)SPONSOR BLOCKSponsor: The Amen app (from the Augustine Institute)The Amen app is the free Catholic prayer app the guys use to prep the family for Sunday, listening to the Sunday Gospel on the way to Holy Mass. Since 2021 it's had over 950,000 downloads, and the guys want to push it past a million. No paywall, no subscription trap, no upfront cost. It even has Divine Mercy in My Soul and True Devotion to Mary on it, free. Download the Amen app right now.Sponsor: Select International Tours: selectinternationaltours.comWhen Adam and Dave decided to lead their first pilgrimage, one name kept coming up: Select International Tours. Having used them, the guys can vouch for it. They're the best. Wherever in the world you want to go, Select has a tour ready. Whether you want to lead a pilgrimage or attend one, head to selectinternationaltours.com and see everything they offer. You won't regret it.