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Latent Space: The AI Engineer Podcast — CodeGen, Agents, Computer Vision, Data Science, AI UX and all things Software 3.0
Marc Andreessen introspects on The Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"

Latent Space: The AI Engineer Podcast — CodeGen, Agents, Computer Vision, Data Science, AI UX and all things Software 3.0

Play Episode Listen Later Apr 3, 2026 76:20


Fresh off raising a monster $15B, Marc Andreessen has lived through multiple computing platform shifts firsthand, from Mosaic and Netscape to cofounding A16z. In this episode, Marc joins swyx and Alessio in a16z's legendary Sand Hill Road office to argue that AI is not just another hype cycle, but the payoff of an “80-year overnight success”: from neural nets and expert systems to transformers, reasoning models, coding, agents, and recursive self-improvement. He lays out why he thinks this moment is different, why AI is finally escaping the old boom-bust pattern, and why the real bottleneck may be less about models than about the messy institutions, incentives, and social systems that struggle to absorb technological change.This episode was a dream come true for us, and many thanks to Erik Torenberg for the assist in setting this up. Full episode on YouTube!We discuss:* Marc's long view on AI: from the 1980s AI boom and expert systems to AlexNet, transformers, and why he sees today's moment as the culmination of decades of compounding technical progress* Why “this time is different”: the jump from LLMs to reasoning, coding, agents, and recursive self-improvement, and why Marc thinks these breakthroughs make AI real in a way prior cycles were not* AI winters vs. “80-year overnight success”: why the field repeatedly swings between utopianism and doom, and why Marc thinks the underlying researchers were mostly right even when the timelines were wrong* Scaling laws, Moore's Law, and what to build: why he believes AI scaling laws will continue, why the outside world is messier than lab purists assume, and how startups can still create durable value on top of rapidly improving models* The dot-com crash and AI infrastructure risk: Marc's comparison between today's AI capex boom and the fiber/data-center overbuild of 2000, plus why he thinks this cycle is different because the buyers are huge cash-rich incumbents and demand is already here* Why old NVIDIA chips may be getting more valuable: the pace of software progress, chronic capacity shortages, and the idea that even current models are “sandbagged” by supply constraints* Open source, edge inference, and the chip bottleneck: why Marc thinks local models, Apple Silicon, privacy, trust, and economics all point toward a major role for edge AI* American vs. Chinese open source AI: DeepSeek as a “gift to the world,” why open models matter not just because they're free but because they teach the world how things work, and how open source strategies may shift as the market consolidates* Why Pi and OpenClaw matter so much: Marc's claim that the combination of LLM + shell + filesystem + markdown + cron loop is one of the biggest software architecture breakthroughs in decades* Agents as the new “Unix”: how agent state living in files allows portability across models and runtimes, and why self-modifying agents that can extend themselves may redefine what software even is* The future of coding and programming languages: why Marc thinks software becomes abundant, why bots may translate freely across languages, and why “programming language” itself may stop being a salient concept* Browsers, protocols, and human readability: lessons from Mosaic and the web, why text protocols and “view source” mattered, and how similar principles may shape AI-native systems* Real-world OpenClaw use: health dashboards, sleep monitoring, smart homes, rewriting firmware on robot dogs, and why the most aggressive users are discovering both the power and danger of agents first* Proof of human vs. proof of bot: why Marc thinks the internet's bot problem is now unsolvable via detection alone, and why biometric + cryptographic proof of human becomes necessaryTimestamps* 00:00 Marc on AI's “80-Year Overnight Success”* 00:01 A Quick Message From swyx* 01:44 Inside a16z With Marc Andreessen* 02:13 The Truth About a16z's AI Pivot* 03:29 Why This AI Boom Is Not Like 2016* 06:33 Marc on AI Winters, Hype Cycles, and What's Different Now* 10:09 Reasoning, Coding, Agents, and the New AI Breakthroughs* 12:13 What Founders Should Build as Models Keep Improving* 16:33 AI Capex, GPU Shortages, and the Dot-Com Crash Analogy* 24:54 Open Source AI, Edge Inference, and Why It Matters* 33:03 Why OpenClaw and PI Could Change Software Forever* 41:37 Agents, the End of Interfaces, and Software for Bots* 46:47 Do Programming Languages Even Have a Future?* 54:19 AI Agents Need Money: Payments, Crypto, and Stablecoins* 56:59 Proof of Human, Internet Bots, and the Drone Problem* 01:06:12 AI, Management, and the Return of Founder-Led Companies* 01:12:23 Why the Real Economy May Resist AI Longer Than Expected* 01:15:53 Closing ThoughtsTranscriptMarc: Something about AI that causes the people in the field, I would say, to become both excessively utopian and excessively apocalyptic. Having said that, I think what's actually happened is an enormous amount of technical progress that built up over time. And like for, for example, we now know that neural network is the correct architecture.And I, I will tell you like there was a 60 year run where that was like a, you know, or even 70 years where that was controversial. And so, so the way I think about what's happening is basically, I think, I think about basically the, the, the period we're in right now is it's, I call it 80 year overnight success, right?Which is like, it's an overnight success ‘cause it's like bam, you know, chat GPT hits and then, and then oh one hits, and then, you know, open claw hits and like, you know, these are open, these are, these are like overnight, like radical, overnight transformative successes, but they're drawing on an 80 year sort of wellspring backlog, you know, of, of, of, of ideas and thinking it's not just that it's all brand new, it's that it's an unlock of all of these decades of like very serious, hardcore research.If I were 18, like this is a hundred, this is what I would be spending all of my time on. This is like such an incredible conceptual breakthrough.swyx: Before we get into today's episode, I just have a small message for listeners. Thank you. We will not be able to bring you the ai, engineering, science, and entertainment contents that you so clearly want if you didn't choose to also click in and tune into our content.We've been approached by sponsors on an almost daily basis, but fortunately enough of you actually subscribed to us to keep all this sustainable without ads, and we wanna keep it that way. But I just have one favor to ask all of you. The single, most powerful, completely free thing you can do is to click that subscribe button.It's the only thing I'll ever ask of you, and it means absolutely everything to me and my team that works so hard to bring the in space to you each and every week. If you do it, I promise you will never stop working to make the show even better. Now, let's get into it.Alessio: Hey everyone, welcome to the Lidian Space Pockets. This is CIO, founder Kernel Labs, and I'm joined by s Swix, editor of Lidian Space.swyx: Hello. And we're in a 16 Z with a, uh, mark G and welcome.Marc: Yes, yes. A and what, half of 16? Something like that. A one. Exactly,swyx: exactly. Uh, apparently this is the, the final few days in your, your current office.You're moving across the road.Marc: Uh, we're, yeah. We have a, we have some, we have some projects underway, but yeah, this is actually, oh, this is the original. We're in actually the original office. We're in the, we're in the, we're, we're in the whole thing.swyx: It's beautiful. Yeah. Great.Marc: Thank you.swyx: So I have to come out, uh, this is a, you know, I wanted to pick a spicy start in October, 2022.I just made friends with Roone and, uh, I wanted to give him something to sort of be spicy about. And I said, uh. Uh, it'll never not be funny. The A 16 Z was constantly going. The future is where the smart people choose to spend their time and then going deep into crypto and not in ai. And that was in October 22nd, 2022.And Ruen says there was an internal meeting in a 16 Z to reorient around Gen ai. Obviously you have, but was there a meeting? What, what was that?Marc: I mean, I don't, look, I've been doing AI since the late eighties.swyx: Yeah.Marc: So I, I don't know, like all that, as far as I'm concerned, this stuff is all Johnny cum lately.Yeah. You, I mean, look, we've been doing ar entire existence. I mean, we've been doing AI machine learning deep, you know, deeply. We've been doing this stuff way from the beginning. Obviously a AI is just core to computer science. I, I, I actually view them as like quite, uh, quite continuous. Um, you know, Ben and I both have computer science degrees.Um, you know, we, we both, Ben, Ben and I actually both are world enough to remember the actual AI boom in the 1980s. Yeah. There was like a, there was a big AI boom at the time. Um, and there was a, was names like expert systems. Um, and they of like lisp and lisp machines. Uh, I, I coded in lisp. I was coding a lisp in 1989.When that was the, the language of the AI future. Um, yeah. So this is something that we're like completely, you completely comfortable with. I've been doing the whole time and are very enthusiastic aboutswyx: is there a strong, like this time is different because, uh, my closest analog was 20 16 17. It was an AI boom.Mm-hmm. And it petered out very, very quickly. Um, we, it just, it just in terms of investingMarc: sort of, sort of,swyx: yeah. Investment, investment excitement.Marc: Although that's really when the, the, the Nvidia phenomenon really, it was, I would say it was in that period when it was very clear that at, at the time it, the vocabulary was more machine learning, but it, it was very clear at that time that machine learning was hitting some sort of takeoff point.Alessio: Yeah.Marc: Well, and as you guys, you guys have talked about this at length on, on your thing, but, you know, if you really track what happened, I think the real story is, it was, it was the Alex net, uh, basically breakthrough in like 2013. That was the, that was the real knee in the curve. Um, and then it was obviously the transformer breakthrough in 17.Alessio: Yeah.Marc: Um, and then everything that followed. But, but, you know, look, machine learning, you know, there were, you know, look, uh, I mean look, I've been working, you know, I've been working with, uh, one of my, you know, kind of projects working with Facebook since 2004. Um, and on the board since 2007, and of course, you know, they, they started using machine learning very early, um, and, you know, have used it basically, you know, for like 20 years for, you know, content, you know, feed optimization and advertising optimization.And obviously many, you know, financial services. You know, many, many, many companies, many different sectors have been doing this. And so it's like one of these things, it's like, it's not a, it's not a single thing. Like it's, it's like, it's like layers, right? Yeah. Um, and, and the layers arrive at different paces and, but they kind of build up.swyx: Yeah.Marc: Uh, they kind of build up over time and then, and then, yeah. And then look, in retrospect, it was 2017 was kind of the, you know, the key, the key point with the trans transformer and then. And then as you guys know, there was this really weird like four year period where it's like the, the transformer existed and then it was just like,swyx: let's go.Yeah.Marc: Well, but, but it was just, but, but between 2020, but between 2017 and 2021, I mean, that was the era of which like companies like Google had internal chat Botts, but they weren't letting anybody use them.swyx: Yeah.Marc: Right. And then, you know, and then OpenAI developed Chat GT or GPT two, and then they told everybody, this is way too dangerous to deploy.Right. Yeah. You know, we can't possibly let normal people, normal people use this thing. And then you, you guys, I'm sure remember AI Dungeon, um mm-hmm. So the o for, there was like a year where like the only way for a normal person to use GP T three was in, in AI dungeon.Alessio: Yeah.Marc: And so you, you, we would do this, you'd go in there and you'd pretend to play Dungeons and Dragons.In reality, you're just trying to talk to talk to GPT. And so there was this, you know, there was this long, you know, and I, you know, the big, big companies, you know, big companies are cautious and, you know, the big companies were cautious. It, it, by the way, it took open ai. You know, they, they, they talk about this, it took open AI time to actually adjust, you know, kind of re redirect their researchswyx: path.I, I think, uh, let say Rosewood, right? Uh, the, the dinner that founded OpenAI was right there.Marc: Right, right. But that, that dinner would've taken place in 20swyx: 18Marc: 19. The formation of OpenAI Uhhuh as late as 2018.swyx: Uh, uh, sorry. Uh, no, I'm, I'm, I'm, I'm wrong. Probably It should be 20. Yeah. They just celebrated a 10 year anniversary, so it it is 2025.Yeah, so, so 2015?Marc: Yeah. 2015. Yeah. 2015. But then, uh, um, Alec Radford did G PT one in what, probablyswyx: mm-hmm. 17, 18,Marc: yeah. 17, 18. So it, yeah. For, and then, and then they didn't really, and then GPT three was what? 2020? 2020.swyx: 2020.Marc: Because that became copilot immediately. Even open ai, which has been, you know, the leader of, of this thing in the last decade, you know, e even they had to adapt and, and, and lean into the new thing.And so. Um, yeah, I, I think it's just this process of basically sort of wave after wave layer after layer, you know, building on itself. And then you kind of get these catalytic moments where, where the whole thing pops and, and obviously that's what's happening now.swyx: Is it useful to think about will there be any ai, winter?‘cause there's always these patterns. Like, is this, in the summer is something I constantly think about because do I get, do I just like. Just get endlessly hyped and just trust that I will only be early and never wrong or right. Well, are we, will there be a winter?Marc: So there's something about, say the following.There's something about AI that has led to this repeated pattern. Um, and, and, and you guys know this,swyx: it's summer, winter, summer,Marc: winter, summer, winter, summer, winter. And it goes back 80 years. Yeah. 80 years. Uh, so the original neural network paper was 1943. Right. Which is, which is amazing. Uh, that it was, it was far back that long.And then there was you, if you guys have ever talked about this on your show, but there was this, uh, there was a big, uh, there was an a GI conference at Dartmouth University in 1950. 55. 55, yeah. And they got a NSF grant to, uh, for the, all the AI experts at the time to spend the summer together. And they figured if they had 10 weeks together, they could get a GI, uh, at the other end.And they got their, by the way, they got the grant, they got the 10 weeks and then, you know, 1955, you know. No, no. A GI. And like I said, I, I lived through the eighties version of this where there was a big, a big boom and a crash. And so, so there is this thing, and there, there is something about AI that causes the people in the field, I would say, to become both excessively utopian and excessively apocalyptic.Um, and, and it's probably on both sides of like the, the, the boom bus cycle. You, you kind of see that play out. Having said that, I think what's actually happened is like just, and you know, and we now know in retrospect like an enormous amount of technical progress that built up over time. And like for, for example, we now know that neural network is the correct architecture.And I, I will tell you like there was a 60 year run where that was like a, you know, or even 70 years or that was controversial. And, and we now know that that's the case. And so we, we now, you know, everything we're building on today just sort of derives from the original idea in 1943. And so, so in retrospect, we, we now know that like, these, these guys are right.They, they, you know, they would get the timing wrong and they thought, you know, capabilities would arrive faster, or they were, it could be turned into businesses sooner or whatever, but like, they were fundamentally, the, the scientists who worked on this over the course of decades were fundamentally correct about what they were doing.And, and the, and the payoff from, from, from all their work is happening now. And so, so the way I think about what's happening is basically, I think, I think about basically the, the, the period we're in right now is it's, I call it 80 year overnight success, right? Which is like, it's an overnight success.‘cause it's like bam, you know, chat, GPT hits and then, and then oh one hits, and then, you know, open claw hits and like, you know, these are open, these are, these are like overnight, like radical, overnight transformative successes, but they're drawing on an 80 year sort of wellspring backlog, you know, of, of, of, of ideas and thinking it's not just that it's all brand new, it's that it's an unlock of all of these decades of like very serious, hardcore research.Um, and thinking, and look, there were AI researchers who spent their entire lives. They got their PhD. They, they worked for, they've researched for 40 years. They retired in a lot of cases, they passed away and they never actually saw it work.swyx: Yeah. It's all sad.Marc: It is. It is sad. It's sad. Knewswyx: Jeff Hinton was like the last guy.Marc: Yeah. Yeah. Well, there were the guys, uh, was a guy, Alan Newell. I mean, there's tons of John McCarthy. You know, John McCarthy was like one of the inventors in the field. He's one of the guys who organized the Dartmouth Conference and you know, he taught at Stanford for 40 years. Wow. And passed, you know, passed away, I don't know, whatever, 10, 10 years ago or something.Never, never actually go. Got to see it happen. But like, it is amazing in retrospect, like, these guys were incredibly smart and they worked really hard and they were correct. So anyway, so then it's like, okay, you know, say history doesn't repeat, but it rhymes. It's like, okay, does that mean that there's gonna be another, like, you know, basically boom buzz cycle.And I, I will tell you, like, let, like in a sense, like yes, everything goes through cycles and, you know, people get overly enthusiastic and overly depressed and there's, there's a time, there's a timelessness to that. Having said that, there's just no question. Um, so the form, the foremost dangerous words in investing this time are, this time is different.Do you know the 12 most dangerous words investing? No. The four most d foremost dangerous words in investing are this time is different. Yeah. Um, the 12 most dangerous words. And so like, I'll tell you what's different. Like now it's working like, like there's just no, I mean, look, there's just no question.And by the way, I, I'll just give you guys my take. Like L LLMs, like from, from basically the Chad G PT moment through to spring of 25. I think you could still, I think well intention, well, and of. Form skeptics could still say, oh, this is just pattern completion. And oh, these things don't really understand what they're doing.And you know, the hall hallucination rates are way too high. And, you know, this is gonna be great for creative writing and creating, you know, Shakespeare and so sonnets and, you know, as, as rap lyrics or whatever, like, it's gonna be great and all that stuff, but we're not gonna be able to harness this to make this relevant in, you know, coding or in medicine or in law or in, you know, you know, kind of feels that, you know, kind of really, really matter.And I think basically it was the reasoning breakthrough. It, it was oh one and then R one that basically answered that question basically said, oh no, we're gonna be able to actually turn this into something that's gonna work in the real world. And, and then obviously the coding breakthrough over the, over basically the coding breakthrough that kind of catalyzed over the holiday break was kind of the third step in that.Mm-hmm. Where you're just like, alright, if, if, you know, if Linus Tova is saying that the AI coding is no better than he is like. Like, that's, that's never happened before. That's theswyx: benchmark.Marc: Yeah. That's never happened before. And so now we know that it's, it's gonna sweep through coding and, and then, and then we, we know, you know, we know that if it's gonna work in coding, it's gonna work in everything else.Right. It's just then, because that's, that's like, that's like, that's like the hardest in many ways. That's the hardest example. And how everything else is gonna be a, a derivative of that. And then on top of that, we just got the agent breakthrough, you know, with Open Claw, which is fantastic. Which is amazing and incredibly powerful.And then we just got the, the, um, the auto research, uh, you know, the, the self-improvement. You know, we're now into the self-improvement breakthrough. And so the, so the way I think about it is we've had four fundamental breakthroughs in functionality, l OMS reasoning, uh, agents, um, and then, uh, and, and then now RSI, um, and, and they're all actually working.Um, and so I'm, I'm just, as you like, you can tell I'm jumping outta my shoes. Like, like this is, like this is it like this, this is the culmination of 80 years worth of worth of work, and this is the time it's becoming real.Alessio: Yeah.Marc: I, I'm completely convinced.Alessio: I think the anxiety that people feel is like during the transistor era, yet Mors law, and it's like, all right, we understand why these things are getting better.We understand the physics of it. Yeah. With ai, it's. It's so jagged in like the jumps where like, like you said, it's like in three months you have like this huge jump like, and people are like, well this can keep happening. Right? But then it keeps happening,Marc: it'll keep happening.Alessio: And so like how do you think about also timelines of like what's we're building?I think we always have this question with guests, which is like, you know, should you spend time building harness for a model versus like the next model just gonna do it one shot in the lead space. Right. And how does that inform, like how you think about the shape of the technology? You know, you talk about how it's a new computing platform.If you have a computing platform, then like every six months it like drastically changes in what it looks like. It's hard to build companies on top of it.Marc: Yeah. So, so a couple things. So one is like, look, the, the Moore's law was what we now call a scaling law. Like Moore's Law was a scaling law and for your younger viewers, more Moore's Law was every chip chip chips either get twice as powerful or twice as cheap every, every 18 months.And that, and that and that, you know, that it's gotten more complicated in the last few years. But like that, that was like the 50 year trajectory of, of, of the computer industry. And then, and then by the way, and that's what took the mainframe computer from a $25 million current dollar thing into, you know, the phone in your pocket being, you know, a million times more powerful than that.Like that, you know, for, for 500 bucks. And so that, that was a scaling law. And then, and then, and then key to any scaling law, including Moore's Law and the AI scaling laws is, you know, they're not really laws, right? They're, they're, they're, they're predictions, but when they work, they become self-fulfilling predictions because they, they, they, they, they set a benchmark and, and then the entire industry, right?All the smart people in the industry kind of work to make sure that, that, that actually happens. And so they, they kind of motivate the breakthroughs that are required to, to keep that going. And, and in and in chips, that was a 50 year, that was a 50 year run. Right. And it, it was amazing. And it's still happening in, in some areas of, of chips.I think the same thing is happening with the, the core scaling laws. The core scaling laws. In, in, in ai, you know, they're, they're not really laws, but like they, they are basically. There are predictions and then they're motivating catalysts for the research work that is required to be. And, and, and, and by the way, also the investment, uh, dollars, um, uh, you know, required to basically keep, you know, keep the curves going and, and look, it, it is, it's gonna be complicated and it's gonna be variable and they're, you know, there're gonna be walls that are gonna look like they're fast approaching, and then they're gonna be, you know, engineers are gonna get to work and they're gonna figure out a way to punch through the walls.And obviously that's, you know, that's been happening a lot, you know, and then look, there's gonna be times when it looks like the walls have, you know, the, the, the laws have petered out and then they're gonna, they're gonna pick up again and surge and then, and then, and then it, it appears what's happening to the eyes is there's not multiple, you know, multiple scaling laws.Um, there's multiple areas of improvement. And, and I think, you know, I don't know how many more there are already yet to be discovered, but there are probably some more that we don't know about yet. You know, they, like, for example, there's probably some scaling law around, um, world models and robotics that we don't fully understand, you know, kind of acquisition of data at scale in the real world that we don't fully understand yet.So that, that, that one will probably kick in at some point here. There's a bunch of really smart people working on that. Um, and so, yeah, I, I think the expectation is that, that, you know, the, the scaling laws generally are gonna continue. Yeah. The, the pace of improvement will continue to move really fast.Um. To your question on like what to build. So, uh, I'm a complete believer the scaling laws are gonna continue. I'm a complete believer the capabilities are gonna keep getting amazing, um, you know, leaps and bounds. Uh, the part where I kind of part ways a little bit with how, what I would describe as the AI purists, um, you know, which is, which I would characterize as like the people who are.In many ways, the smartest people in the field, but also the people who spend their entire life, like at a lab, um, and have, have, I would say, have very little experience in the outside world. Um, the, the, the nuance I would offer is the outside world of 8 billion people and institutions and governments and companies and economic systems and social systems is really complicated.Um, and, um, and doesn't, you know, it it 8 billion people making collective decisions on planet Earth is not a simple process of like, just like you see this happening now. It's like a bunch of AI CEOs have this thing, which is just like, well, there's just this, they just all have this kind of thing when they talk in public where they're just like, well, there's these, these obvious set of things that so society to do.Alessio: Mm-hmm.Marc: And then they're like, society's not doing any of those things. Right. And it's like, how can society not, you know, what, whatever their theory is, how can society not see x, y, Z? Mm-hmm. And the answer is, well, society is number one. There's no single society, it's like 8 billion people. And they like all have a voice, and they all have a vote, like at the end of the day of how they, they react to change.And then, you know, it just like, it's just human reality is just really complicated and messy. Um, and, and, and so the specific answer to your question is like, as usual, it depends. Um, you know, it, it depends. Look, pe there's no question people are gonna, like, there's no question they're gonna be companies.It's already happening. There are companies that think that they're building value on top of the models and then they're just gonna get blissed by the, by the next model. There's no question that's happening. But I think there's no question also that just the process of adaptation of any technology into the real and into the real messy world of humanity is, is just going to be messy and complicated.It's, it's not going to be simple and straightforward. It's gonna be messy and complicated. And there are gonna be a lot of companies and a lot of products, um, uh, and in, in fact entire industries that are gonna get built to, to, to basically actually help all of this technology actually reach real people.Alessio: The amount of capital going into these companies, I mean, Dario talked about it on the Door Cash podcast and Door Cash was like, why don't you just buy 10 x more GPUs? And he is like, because I'm gonna go bankrupt if the model doesn't exactly hit the, the performance level. How do you think about that?Also as a risk on, you know, you guys are investors, open AI and thinking machines and world apps. It seems like we're leveraging the scaling loss at a pretty high rate, right? Like how comfortable, I guess, do you feel with the downside scenario, like, and say like things Peter out, you think you can kind of like restructure uh, these build outs and uh, you know, capital investments.Marc: Yeah. So should start by saying, so I live through the.com crash, um, and I can tell you stories for hours about the.com crash and it was horrible. No, it was awful. It was, it was, it was apocalyptic by the way. The, a lot of the.com crash was actually at the time, it was actually a telecom crash. It was a bandwidth crash.Like the, the thing that actually crashed, that wiped out all the money with the tele, the telecom companies.swyx: GlobalMarc: crossing. Global, global, yeah.swyx: I'm from Singapore and they, they laid so much cable o over over our oceans.Marc: Actually there was a scaling law in the.com. Era. And it was literally the, the US Commerce Department put out a report in 1996 and they said internet traffic was doubling every quarter.Um, and, and actually in 1995 and 1996, internet traffic actually did double every quarter. And so that became the scaling law. And so what all these telecom entrepreneurs did was they went out and they raised money to build fiber, anticipating that the demand for bandwidth is gonna keep doubling every quarter.Doubling every quarter though is like, you know, grains of chess and the chessboard, like at some point the numbers become extremely large. Right. And, and, and it really, and really what happened was the internet. The internet by the way, continuously kept growing basically since inception. And it's, you know, it's, it's continuously grown.It's never shrunk. And it's grown really fast compared to anything else. Mm-hmm. You know, in, in, in human history. But it wasn't doubling every quarter as of 19 98, 19 99. And so there was this gap in the expectation of what they thought was a scaling law versus reality. And that's actually what caused the.com crash, which was the, it they, they way over companies like global crossing way overbuilt fiber, which is sort of the, and by the way, fiber, telecom equipment, you know, so all the, all the networking gear, you know, and then, and then by the way, the actual physical data centers, like that was the beginning of the, of the, of the data center build and then, and the data center overbuild.And so you had that, but it was, it was literally, I think it was like $2 trillion got wiped out, right? It was like Jesus, it was like a big, it was. And by the way, the other, the other subtlety in it was the internet companies themselves never really had any debt. ‘cause tech, tech companies generally don't run on debt, but the telecom companies run on debt.Physical infrastructure companies run on debt. And so the companies like Global Crossing not just raise a lot of equity, they also raise a lot of debt. So they're highly levered. And so then you just do the thing. It's just like, okay, you have a highly levered thing where you're, you're just over, you're overbuilding capacity.Demand is growing, but not as fast as you hoped. And then boom, bankrupt. Right. And, and then it, and then it's like they say about the hotel industry, which is, it's always the third owner of a hotel that makes money. It has to go bankrupt twice, right? You have to wash out all of the over optimistic exuberance before it gets to actually a stable state.And then it makes money. So by the way, all of those data centers and all of those, all the fiber that they're in use, it's all in use today. Yeah. But 25 years later. But it, it, it took, and actually the elapsed time was, it took 15 years. It took 15 years from 2000 to 2015 to actually fill, fill up all that capacity.The cautionary warning is the, the overbuild can happen. Um, and, and, and, and, you know, you, you get into this thing where basically everybody, everybody who basically has any sort of institutional capital, it's like, wow. It's just, I, I don't know how to invest in these crazy software things. For sure I can put build data centers and for sure I can buy GPUs that I can deploy, you know, compute grids and, and all these things.Um, and so, you know, if you're a pessimist, you could look at this and you could say, wow, this is like really set up to be able to basically replicate, you know, what we went through, what we went through in 2000. Obviously that would be bad. The counter argument, which is the one I I agree with, which is the counter on, on the other side is a couple things.One is the companies that are investing all the, the companies that are investing the money are like the bluest chip of companies. And so back, back, back in the, in the do, like Global Crossing was like a, it was like an entrepreneur. It was like a, a new venture, but like the money that's being deployed now at scale is Microsoft, and, you know, and Amazon and Google, Facebook and Facebook and Nvidia and, you know, these, these, these, and, and now you know, by the way, open ai philanthropic, which are now at like, you know, really serious size, um, you know, as companies with, you know, very serious revenue.These are very large scale companies with like, lots, lots of cash, lots of debt capacity that they've, they've never used. And so th this is institutional in a way that, that really wasn't at the time. And then the other is, at least for now, every dollar that's being put into anything that results in a running GPU is being turned into revenue right away.Like so, and you guys know this, like everybody's starved for capacity, everybody's starved for compute capacity and then, you know, all the associated things, memory and, and, and interconnected and everything else. Um, data center space. And so e every dollar right now that's being put into the ground is turning into revenue.And, and it, and in fact, I actually think there's an interesting thing happening, which is because everybody starve for capacity, the models that we actually have that we can use today are inferior versions of what we would have if not for the supply constraints. That's true. Um, if Right pose a hypothetical universe in which GPUs were 10 times cheaper and 10 times more plentiful mm-hmm.The models would be much better. ‘cause you would just allocate a lot more money to training and you'd just build better models and they would be better. Um, and so we're, we're actually getting the sandbag version of the technology.swyx: Yeah. No. Everything we use is quantized because the, the labs have to keep the, the full versions,Marc: right?swyx: LikeMarc: we're not even getting the good stuff.swyx: Yeah.Marc: But, but getting the good stuff, it's, it's just, even if technical progress stops. Once there's like a much bigger build of like GPU manufacturing capacity and memory, you know, all, all the things that have to happen in the course of the next five or 10 years.Once it happens, even the current technology is gonna get, gonna get much better. And then as you know, like there's just like a million ways to use this stuff. Like there's just like a million use cases for this. Mm-hmm. Like, it, it, you know, this isn't just sending packets across a, a thing, whatever, and hoping that people find something to do with it.This is just like, oh, we apply intelligence into every domain of human activity. And then it works like incredibly well. Yeah. Um. Here's what I know, here's what I know. Um, in the next three or four year, it's like somewhere between three or four years out, basically everything is selling out. So like the, the entire supply chain is, is, is, is sold out or, or, or selling out.And so there, there's no, like, we're just gonna have like chronic supply shortage for, you know, for years to come. Um, there's going to be a response from the market that's gonna result in an enormous, you know, it's happening now. An enormous flood of investment in a new fab capacity and ev you know, every, everything else to be able to do that, at some point the supply chain constraints will unlock, you know, at least to some degree that will be another accelerant to industry growth when that happens.‘cause the products will get better and everything will get cheaper. Um, and so, so I know that's gonna happen. I know that, you know, the deployments, you know, the, the actual use cases are like really compelling. And then, like I said, you know, with reasoning and agents and so forth, like, I know they're just gonna get like much, much better from here.And so I, I, I know the capabilities are like really real and serious. I also know that the technical progress is not going to stop. It. It, it is excel. It is, is accelerating. Like the, the breakthroughs are are tremendous. I mean, even just month over month, the breakthroughs are really dramatic. And so, you know, I think if you were a cynic and there, there are cynics, you can look at 2000, you can find echoes.But I can't even imagine betting it that this is gonna like somehow disappoint and, you know, at least for years to come, I think it would be essentially suicidal to make that bet. Yeah. Um, it was that Michael Burry, uh, uh, that'sswyx: anMarc: interesting guy, huh? We'll pick on a guy. We'll pick, let's pick on one guy.We'll pick. Well ‘cause he did, he he came out with, it was, it was the, heswyx: doesn't mind.Marc: It was the Nvidia short. Right. He came with the Nvidia short. And then if you guys probably talked about this, which is the, the analysis now that like the current models are getting better faster at such a rate that if you are running an Nvidia, if you're running an Nvidia inference chip today, that's three years old, you're making more money on it today than you did three years ago because the pace of improvement of the software is, is faster than the, the, the depreciation cycle, the chip.And then my understanding is Google is running. I don't if they've, I don't know exactly what, uh, these are rumors that I've heard or maybe it's public, but, um, I think Google's running very old TPUs, very profitably. Ference. Yeah. And very profit and very profitably. Yeah. Um, and so, so it actually turns out, as far as I can tell, it's actually the opposite of the Beery thesis is actually.He was actually 180 degrees wrong. It's actually the, the, the, the old Nvidia chips are getting more valuable, which is something that's like literally never happened before. Like it's never been the case that you have an older model chip that becomes more valuable, not less valuable. And that, and again, that's an expression of the just ferocious pace of software progress.Ferocious pace of capability payoff. Yeah. Uh, that you're getting on the other side of this. And so I just, the idea of betting against that, like.swyx: Yeah. Yeah. Well, one ofMarc: my, it seems like an invitation to get your face ripped up.swyx: One of my early hits was like modeling the lifespan of the H 100 and h two hundreds and, and going like, you know, usually they advise like four to seven years and it was, you know, maybe you sort of realistically haircut cut it down to two to three.Yeah. But actually it's going up and not down. Yeah. And, and uh, that's, I mean that's, I think that's the dream. Uh, we are finding utilization and I think utilization solves all problems. Like, you can, you can find use, use cases for even like the poor, like even memory, we're having a shortage. Right. And, and even like the, the shittier versions of, of memory that we do have, we are finding use cases for it.So like That's great.Marc: Yeah.Alessio: How, how important is open source AI and kinda like edge inference in a world in which you have three years of supply crunch. Like, do you think in the, like, you know, if you fast forward like five years, like how do you think about inference, uh, in the data center versus at the edge?Marc: Well, so just to start, yeah. So I think, I think open source is very important for a bunch of reasons. I think edge, edge inference is very important for a bunch of reasons. I, I think just practically speaking, if we're just gonna have fundamental construc, supply crunches for the next, I mean, you, you guys know if you just project forward demand over the next three years, right?Yeah. Relative to supply, one of the, its main predictions you can do is what's gonna, what, what's gonna happen to the cost of, of inference in the core, uh, over the next three years? And like, it may rise dramatically, right? Like, so, so what is, and then is, is, you know, like the, the, the big model competition are subsidizing heavily right now.Right? Right. And so, so what's the, what will be the average person's, you know, per day, per month token cost, you know, three years from now to do all the things that they want to do. And I, I don't know, it's gonna. I mean, I have, you guys probably have friends, I have friends today who are paying a thousand dollars a day for open claw, for claw tokens to run open claw.Right? And so, okay. $30,000 a month. Right? And, and by the way, those, those friends have like a thousand more ideas of the things that they want their claw to do, right? Yeah. And so you, you could imagine there, there's like latent demand of up to, I don't know, five or $10,000 a day of, of, of tokens for a fully deployed, you know, per personal agent.Uh, and obviously consumers can't pay that, right? And so, so, but it gives you a sense of the fu of the fu of the future scope of demand, right? And so, so even, even if there's a 10 x improvement in price performance, that still, you know, goes to a hundred dollars a day, which is still way beyond what people can pay.Mm-hmm. So there's just gonna be like. Ferocious to me, by the way. The agent thing, the other interesting thing is I think the agent thing, so up until now, a lot of the constraints of GGPU constraints, I think the agent thing now also translates into CPU constraints. Mm-hmm. Right?swyx: CPU memory.Marc: Yes. CPU memory, right?And so, like the entire chip ecosystem is just gonna get wait,swyx: wait for network constraints, that that will be the killer.Marc: It's all bottleneck potentially for years. And so, so I, I think that Brad, and, and I think it's actually possible, I mean, generally inference costs are gonna keep coming down, but I think the, let's put it this way, the rate of decline, I think may level out here for a bit because of these supply constraints.And then at some point, maybe the lab stops subsidizing so much and that, that, that again, will be, be an issue. And so there's just gonna be so much more demand for inference than, than can be satisfied. Um, you know, kind of with the centralized model. And then, and then, you know, you guys know this, but like all the, just the dramatic, I mean just the dramatic innovations that have happened in the Apple silicon to be able to do, uh, inferences, it's quite amazing the level of effort being put.Like the open source guys are putting incredible effort into getting, you know, this recurring pattern where the big model will never run on a pc, and then six months later mm-hmm. Oh, it runs in a pc, right? It's like amazing. And there's very smart people working on that. So there's all that. And then look, there's also, you know.There's also like other, there's other motivators. There's other motivators which is just like, okay, how much trust are the big centralized model providers? You know, how much trust are they building in the market versus, you know, how much are, you know, at least for, in certain cases with some people, for certain use cases, people being like, well, I'm not willing to just like, turn everything over.So there, there, there's all the trust issues. Um, by the way, there's also just like straight up price optimization. There's many uses of AI where you don't need Einstein in the cloud. You just need like a, a a, a smart local model. There's also performance issues where you want, you know, you want, you know, you're gonna want your doorknob to have an AI model in it.Right. You know, to be able to, you know, do, um, you know, to be able to do access control. Um, obviously like everything with a chip is gonna have an AI model in it. Mm-hmm. And it, a lot of those are gonna be local. Um, and so, yeah. No, like I think, I think you're gonna have ti and then you're gonna, by the way, also wearable devices, you know, you don't wanna do a complete round trip.You want, you know, you, whatever your smart devices are, you want it to be like super low latency. Yeah.swyx: The question, do we care who makes it? Yeah. One of the biggest news this week was the collapse of AI two, the Allen Institute. Mm-hmm. One of the actual American open source model labs. Yeah. Um, and, uh, I'm not that optimistic on, on American open source.Yeah. Like you, you guys invested in MIS trial and MIS trial's doing extremely well outside of China. That's about it.Marc: Yeah. We'll see. We'll see. I look, I, number one, I do think we care. Uh, I do think we, I do think we care who makes it. Um, I would say this, the, the, the, the previous presidential administration wanted to kill it in the us Oh yeah.They wanted to drown in the bathtub. Um, and so they wanted to kill it. So at least we have a government now that actually like, actually wants it wants it to happen. And youswyx: earned to councilMarc: and Yeah. And the new and the P pcast. Yeah. So the, the, you know, this admin for whatever other political issues people have, which are many, you know, this administration has, I think a very enlightened view and in particular an enlightened view on AI and in particular on open source ai.Uh, and so they're very supportive. Um, my read is the Chi. The Chinese have a very, the various Chinese companies have a very specific reason to do open source, which is, they, they, they don't fundamentally, they don't think they can sell commercial, uh, AI outside of China right now. And or at least specifically not, not in the US for a combination of reasons.And so they, they kind of view, I think, open source AI as a bit of a loss leader against basically domestic, uh, you know, paid, paid services. And then kind of an, you know, kind of an ancillary products. You know, they're, they're very excited about it, by the way. I think it's great. I think it's great that they're doing it.Um, you know, I think Deeps seek was like a gift to the world. Um, I think. The great thing about open source, open source, the, the, the impact of open source is felt two ways. One is you, you get the software for free, but the other is you get to learn how it works, right? And so like the paper, the paper, the paper and, and the code, right?And the code. And so, like, for example, I thought this was amazing. So open comes out with L one and it's an amazing technical breakthrough, and it's just like, absolutely fantastic. But of course they don't explain how it works in detail. And then of course they hide the, they hide the reasoning traces, right?And, and then, and then, and then everybody's like, okay, this is great, but like, who's gonna be able to replicate this? Are other people gonna be able to do this? You know, is their secret sauce in there? And then our one comes out and it's just like, there's the code and there's the paper, and now the whole world knows how to do it.And then, you know, three months later, every other AI model is, is adding reasoning. And so, so you get this kind of double, like even if the Chinese models themselves are not the models that get used, the education that's taken place to the rest of the world, the information diffusion, you know, is incredibly powerful.So that happens and then, I don't know. We'll, we'll see. You know, there are a bunch of American, you know, open source, you know, ai, uh, model companies. I mean, look, there's gonna be tremendous, you know, there already is. There's, you know, there's gonna be tre there's tremendous competition, uh, among the primary model companies.You know, there's, depending on how you count, there's like four or five, you know, big co model companies now that are, you know, kind of neck and neck, uh, in different ways. Um, uh, you know, and, and, and, um, you know, and then obviously Bo Bo both X and then MetAware involved are, you know, both have huge, you know, huge attempts to, you know, kind of, to kind of leapfrog underway.And then you've got, you know, a whole fleet of startups, new companies, including a whole bunch that we're backing, that are, you know, trying to come out with different approaches. And then you've got whatever it is. I don't know how, how many, how many, like main line foundation model companies are there in China at this point?It's probably six. It'sswyx: five Tigers is what they call it. Yeah. Uh, Quinn is in questionable because there's change in leadership,Marc: right?swyx: Yeah.Marc: But that, does that include, that includes like Moonshot,swyx: yes. Can deep seek, uh, uh, ZI, um, Quinn oh one is in there.Marc: Right. And then, um, and by dance and, and then you see,swyx: ance would be like the next tier ance.They weren't as prominent. They weren't, didn't haveMarc: a leading. Yeah. But they, you at least, you know, ance is very inspiring and presumably they have more stuff coming and Tencent probably has more stuff coming and, and so forth. And so, so, so like, look, here, here would be a thing you can anticipate, which is there are not these markets, there are not going to be between the US and China right now, there's like a dozen primary foundation model companies that are like at scale, at, at some level of a critical mass.It's not gonna be a dozen in three years, right? Like, it just because these industries don't bear a dozen, it's, it's gonna be three or you know, there's gonna be three or four big winners or maybe one or two big winners. And so there's gonna be like a whole bunch of those guys that are gonna have to figure out alternate strategies.Um, and I think like open source is one of those strategies. And so I, I think you could see like a whole, i, I, I think the questions like, who's gonna do open source? I think that could change really fast. I, I think that, that, that's a very dynamic thing. I think it's very hard to predict what happens. And, and I think it's very important.swyx: NVIDIA's doing a lot.Marc: Well, I was gonna say. Well, exactly. And then you're got Nvidia and then, and then, you know, just to, again, indu, there's an old thing in business strategy, which is called, uh, commoditize Compliments. Commoditize the compliment. That's right. And so if your Jensen is just kind of obvious, of course, you wanna commoditize the software.Yeah. And he's, and to his enormous credit, he's putting enormous resources behind that. And so maybe it, maybe it's literally Nvidia and I think that would be great.Alessio: Yeah. Uh, narrative violation to European projects, uh, in the, uh, damn.swyx: I'm hosting my, uh, Europe, uh, conference soon. And I got both of them.Alessio: They got us.They got us. MarkMarc: finished. They got us, us. Well, wait a minute. Where was Peter? So where was Steinberger when he did? In AustriaAlessio: was, yeah, yeah, yeah.Marc: He was in what? He was in Vienna. Oh, he was in Vienna. And then where is he now?swyx: Uh, he's moving to sf.Marc: Okay. Okay. Alright. Okay, there we go. And then, yeah, the PI guy, right?The PI guys are European.swyx: Yeah, they're also, they're buddies inAlessio: Australia. Mario's also there. Yeah.Marc: Right. And are they, yeah, they haven't announced yet. Any sort of change changed or have theyAlessio: No, they're, they have a company there.Marc: Okay. Got, okay. Good.Alessio: Good, good,good.Alessio: Um,Marc: yeah, good.swyx: Anyways, I think pie and open cloud very important software things and, and I just wanted you to just go off on what you think.Marc: Yeah. So I think in co the, the combination of the two of them I think is one of the 10 most important softwares. Openswyx: Claw got all the attention, but Right. Talk about pie,Marc: pi pie's, kind of the Yeah. PI's, PI's kind of the architectural breakthrough for those of us who are older. There was this whole thing that was very important in the world of software basically from like 1970 to, I don't know, it still is very important, but like 19, from 1973 to like basically the creation of Linux, which is basically this, this thing used to call like the Unix mindset.Like so, so, ‘cause there were all these different, you know, theories. There are all these different operating systems and mainframes and, and then you know, all these windows and Mac and all these things. And then there was this, but kind of behind it all was this idea of kind of the Unix mindset. And the Unix mindset was this thing where basically you don't have these, like, like in the old days, like, like the operating system that like made the computer industry really work, like in the 1960s mm-hmm.Was this thing called o os 360, which was this big operating system that IBM developed that was supposed to basically run everything. And it was this like giant monolithic architecture in the sky. It was like a, you know, it was like a giant castle. Um, of software. And, and by the way, it worked really well and they were very successful with it.But like, it was this huge castle in the sky, but it was this thing, it was almost unapproachable, which is like, you had to be kind of inside IBM or very close to IBM. And you had to really understand every aspect, how the system worked. And then the, the Unix sky is originally out of at and t and then out out of Berkeley, um, you know, came out and they said, no, let's have a completely different architecture.And the way architecture's gonna work is we're gonna have, we're gonna have a, a prompt and, and a, and a shell. And then, and then we're gonna, all, all the functionality is gonna be in the form of these discreet modules, and then you're gonna be able to chain the modules together. Mm-hmm. Yeah. And so like the, the, the op, it's almost like the operating, operating system itself is gonna be a programming language.Um, and then that led led to the, the, the sort of centrality of the shell. Um, and then that led to sort of, uh, you know, basically chaining together Unix tools. And then that led to the emergence of these, these scripting languages like Pearl, where you, you could basically kind of very easily do this, and then the shells got more sophisticated and then, and then, and then look like, you know, that, that, that number one, that worked and that, that was the world I grew up in.Like I was, I was a Unix guy. You know, sort of from, call it 1988 to, you know, kind of all, all the way through my work and it worked really well. It, it's in the background, um, you know, nor normal people don't need to, didn't need to necessarily know about it, but like, if you were doing like system architecture, application development, you, you, you knew all about it.Um, and then, you know, it's been in the background ever since. And, you know, look, your Mac still has a Unix shell, you know, kind of in there, and your iPhone still has a Unix shell kind of buried in there somewhere. So they're kind of in there. And then, you know, the Windows shell is kind of a, you know, sort of a weird derivative of that.But, um, you know, but look, the inter, the internet runs on Unix, um, and that smartphones, actually, both iOS and Android are Unix derivatives. And so, you know, kind of Unix did end up winning. But, but anyway, and then we just started taking that for granted. And then, and then so, so basically the, the way I think about what happened with Pie and then with Open Claw is basically what those guys figured out is, I always say the, the great breakthroughs are obvious in retrospect, right?Which is the best kind, the best kind. They weren't obvious at the time or somebody else would've done them already. Um, and so there is a, like a real conceptual leap, but then you look at it sort of the backwards looking and you're just like, oh, of course. Mm-hmm. Like the, the, to me those are always the best breakthroughs.Well, actually language models themselves are like that. It's just like, oh, next token completion. Oh, of course.swyx: Yeah. What other objective mattered?Marc: Yeah, exactly. But, but like it, right. But she's even saying it wasn't obvious until somebody actually did it. Right. And so the conceptual breakthrough is real and deep and powerful and, and very important.And so the way I think about pie and olaw is it's basically marrying the, the language model mindset to the un to the Unix, basically shell prompt mindset. And so it's, it's basically this idea that what, what, so what is an agent, right? And as, as, and as you know, like many smart people who have been trying to figure out what an agent is for, for, for decades, and they've had many architectures to build agents and the whole thing.And it turns out what is an agent. So it turns out what we now know is an agent is the following. It's, so it's a language model. And then above that, it's a ba, it's a bash shell. Um, so it's a, it's a Unix shell, and then it's, and then the agent has access, uh, has access to, to the shell. And, you know, hopeful, hopefully in a sandbox, maybe in, maybe in a sandbox.So it's, it's the model. Um, it's the shell. Um, and then it's a fi, it's a file system. Um, and then the state is stored in files. And then, you know, there's the markdown format for the, you know, for, for the files themselves. And then, and then there's basically what in Unix is called Aron job. There's a loop and then there's a heartbeat for the, there's heartbeat and, and the thing basically Wake Wakes up.Wakes up. So it's basically LLM plus shell, plus file system, plus markdown, plus kron. And it turns out that's an agent. And, and, and every part of that, other than the model is something that we already completely know and understand. And in fact, it turns out that like the latent power of the Unix shell is like extraordinary because basically like all, like, there's just like an, there's just enormous latent power in the shell.There's enormous numbers of Unix commands, there's enormous number of command line interfaces into all kinds of things already in the, you know, your entire, I mean your entire, just to start with, your computer runs on a shell. If you're running a Mac or a, or, or a phone, your computer, your computer's running on a shell, uh, already.And so like the full power of your computer is available at the command line level. Um, and then it turns out it's really easy to expose other functions as a command line interface. And so like this whole idea where we need like MCP and these like product mm-hmm. Fancy protocols, whatever, it's like, no, we don't, we just need like a command, command line thing.So that's the architecture. And then it turns out what is your agent? Your agent has a bunch of files starting a file system. And then there's the thing that just like completely blew my mind when I write my head around it as a result of this, which is like, okay. This means your agent is now actually independent of the model that it's running on.Because you can actually swap out a different LLM underneath your agent and your, your agent will change personality somewhat. ‘cause the model is different, but all of the state stored in the files will be retained.swyx: Yeah. Different instruction set, but you just compiledit.Marc: Right, exactly. And it's all right.It's like right. Swapping out a ship and recompiling, but it's, it's still, it's still your agent with all of its memories. Um, and with all of its capabilities. And then by the way, you can also swap out the shell, uh, so you can move it to a different execution environment that is also, is also a b shell, by the way, you can also switch out the file system, right.Uh, and you can, and you can, and you can swap out the, the, the heartbeat for the, the crown framework, the, the loop that the agent framework itself. And so your agent basically is ba basically at the end of the day, it's just. It's just, its files. Um, and then, and then there's of course it a openswyx: call.Marc: Yeah, it's, it's basically, it's, it's just the files.Um, and then by the way, as a consequence of that, the agent and then the agent itself, it turns out a couple important things. So one is it, it's, it, it can migrate itself, right? And so you're, you can instruct your agent, migrate yourself to a different, uh, runtime environment, migrate yourself to a different file system, migrate yourself to a different, you know, swap out the language model.Your agent will do all that stuff for you. And then there's the final thing, which is just amazing, which is the agent is the agent actually has full introspection. It actually, it actually knows about its own files and it could rewrite its own files. Right. Which by the way, is basically no widely deployed software system in history where the, the, the thing that you're using actually has full introspective knowledge of how it itself works and is able to modify itself.Like that, that, I mean, there have been toy systems that have had that, but there, there's never been a widely deployed system that has that capability and then that leads you to the capability. That just like completely blew my mind when I wrap my head around it, which is you can tell the agent to add new functions and features to itself and it can do that.Extend yourself. Yeah. Right? Extend, extend yourself. Like extend yourself. Give yourself a new capability. Right? And so, and so literally it's just like you run into somebody at a party and they're like, oh, I have my open claw, do whatever, connect to my eat, sleep bed, and it gives me better advice and sleep.And you go home at night and you tell your claw, or if they're at the party, by the way, you tell your claw, oh, add this capability to yourself. And your claw will say, oh, okay, no problem. And it'll go out on the internet and it'll figure out whatever it needs and then it'll go out to claw code or whatever.It'll write whatever it needs. And then the next thing you know, it has this new capability. And so you don't even have to, like, you can have it upgrade itself without even having to, without having to do anything other than tell it that you want it to do that. And so anyway, so the, the combination of all this is just, I mean, this is just like a massive, incredible, I mean, it's just incredible.Like if I, if I were, if I were 18, like this is a hundred, this is what I would be spending all of my time on. This is like such an incredible conceptual breakthrough. Yeah. And again, pe people are gonna look at it and they already get this response. People are gonna look at it and they're gonna say, oh, well, where's the breakthrough?‘cause these, the, all of these components were already known before. Mm-hmm. But, but this is the key, the key to the breakthrough was by using all these components that were known before, you get all of the underlying capability of that's buried in there. And so all, and so for example, computer use all of a sudden just kind of falls, trivi, trivial.Of course it's gonna be able to use your computer. It has full access to the shell. Right. And then, and then you just, you, you give it access to a browser, and then you've got the computer and the browser and, and often away it goes. And, and then you've got all the abilities of the browser also. Um, yeah.And so, and so the capability unlock here is profound. My friends who are, you know, deepest into this, are having their claw do like a, like, literally like a thousand things in their lives. They have new ideas every day. They're just like constantly throwing new challenges at the thing. And by the way, it's early and, you know, these are, you know, these are prototypes and there are, you know, as you guys know, there's security issues.Yeah. And, and so, you know, there's a bunch of stuff to be ironed out, but the, the unlock of capability is just incredible.swyx: Yeah.Marc: And I, I have absolutely no doubt that everybody in the world is gonna, is gonna have at least, you know, an agent like this, if not an entire family of agents. And w

High Tech High Unboxed
S7E11 - Beyond Bureaucracy and Managerialism: How Learning Hives Transform Schools

High Tech High Unboxed

Play Episode Listen Later Jan 7, 2026 35:21


Episode Notes Alec Patton talks to Liz Chu, Executive Director of the Center for Public Research and Leadership (CPRL) at Columbia University, about the new book she co-authored, The Learning Hive: Leading Collective Innovation to Transform Education Systems. __ Every other week, we publish a newsletter with great resources like this one, sign up for it here! What are you waiting for, register for the National Summit for Improvement in Education before you miss out! Referenced in this episode: The Learning Hive: Leading Collective Innovation to Transform Systems (Teachers College Press 2025) by Elizabeth Chu, Andrea Clay, Ayeola Kinlaw, and Meghan Snyder An Innovative New Vision of Leadership and Governance in Education: Learning Hives Show What's Possible (Teachers College Press blog) The CARPE network Partners in School Innovation Click here to learn more about the High Tech High Graduate School of Education

1Dime Radio
Immigration: What The Left Misses (Ft. Benjamin Studebaker)

1Dime Radio

Play Episode Listen Later Dec 12, 2025 151:55


Get access to The Backroom (80+ EXCLUSIVE episodes): https://www.patreon.com/OneDime⁠Given there is some confusion regarding my positions on immigration, I decided to release the BACKROOM exclusive episode (originally supposed to be for Patrons only) that I did with Benjamin Studebaker (Cambridge, and author of the Chronic Crisis of American Democracy) all on the subject of immigration,—what both the left and right get wrong, and what leftists & liberals don't understand about the rise of the far-right in Europe. This episode is a heavy one! The conversation delves into the complexities of immigration and why the left needs a better response to mass migration and how the far-right captured many working class people across the world. We address topics such as the assimilation, social cohesion, demographic change, brain drain, declining bargaining power, and  the socio-economic impacts of immigration, globalization, and neoliberalism more broadly. The dialogue also touches on the challenges and necessities of having an open discourse on immigration without falling into binary thinking ideological trap.Timestamps: 00:00 How Leftists and and Liberals Often Respond to immigration04:25 Social Cohesion and Integration12:55 Brain Drain and Economic Imperialism 18:46 Assimilation Challenges30:58 Modern Immigration Policies45:21 European Union and Migration55:07 Racism, Xenophobia and tribalism56:05 Trust and Integration in Multi-Ethnic Societies58:27 Leftist and Liberal Perspectives on Immigration01:05:22 Cosmopolitanism vs. Localism01:24:09 The Role of the Professional Managerial Class (PMC)01:34:45 Technocratic Mindset and Immigration01:39:58 Its about more than  "Living Standards"01:41:45 Internationalism and Globalism Critique01:45:39 Managerialism in Progressivism01:52:14 Challenges of Assimilation and Immigration02:27:13 Climate Change and Refugee Crisis02:28:31 Concluding Thoughts on Political DiscourseGUEST:Benjamin Studebaker — political theorist; author of Legitimacy in Liberal Democracies and The Chronic Crisis of Liberal Democracy.• Website: https://benjaminstudebaker.com/about/• Follow Benjamin Studebaker on X: https://x.com/BMStudebakerFOLLOW 1Dime: • Substack (Articles and Essays): https://substack.com/@tonyof1dime • X/Twitter: https://x.com/1DimeOfficial • Instagram: / tonyof1dime• Check out my main channel videos: / @1dimeeCheck out my main channel videos: https://www.youtube.com/@1Dimee.Outro Music by Karl Casey. Leave a like, drop a comment, and give the show a 5-star rating on Spotify, Apple, or wherever you listen to this.

The J. Burden Show
[BONUS] 25. The Christian Ghetto: Why Managerialism Feminizes Society

The J. Burden Show

Play Episode Listen Later Jan 6, 2025 93:57


This is bonus episoed of a recording I did with Kruptos on his podcast   Link to the original: https://www.seekingthehiddenthing.com/p/25-the-christian-ghetto-why-managerialism   K: https://twitter.com/_kruptos https://www.seekingthehiddenthing.com/   J: https://findmyfrens.net/jburden/ Buy me a coffee: https://www.buymeacoffee.com/j.burden Substack: https://substack.com/@jburden Axios: https://axios-remote-fitness-coaching... ETH: 0xB06aF86d23B9304818729abfe02c07513e68Cb70 BTC: 3NZWdERoBXveb8uRQwgan7iMkA1V1rqX1G

The Vet Vault
#132: Beyond the Bottom Line: Redefining Veterinary Business Success and Mastering Money Conversations. With Dr. Paul Harrison

The Vet Vault

Play Episode Listen Later Nov 14, 2024 44:57


Lift your clinical game with our RACE approved clinical podcasts. Get your first two weeks free at ⁠⁠vvn.supercast.com⁠⁠  for more clinical confidence and better patient outcomes, or check out our Advanced Surgery Podcast at ⁠cutabove.supercast.com⁠.  Get case support from our team of specialists in our ⁠Specialist Support Space⁠. What if you asked the head of a famous business school for some veterinary business advice, but instead of telling you about a new system to increase productivity or some new marketing hack, he tells you to ‘focus less on the business side of veterinary practice'?  "You have to stop imposing a managerial mindset on these types of businesses - a 'business mindset.' Managerialism has seeped into everything - into industries where it shouldn't be. " An interview that started with the goal of helping vets get better at having difficult finance conversations quickly detoured into a discussion about: - The philosophy of veterinary business, - Why the managerialism  that works in some industries doesn't always translate well into ours, and - What true success could look like.  (Don't worry - we do also get insights on how to make those money conversations less stressful!)  Dr Paul Harrison is the Director of the MBA program and Co-Director of the Better Consumption Lab at Deakin University's School of Business, and Adjunct Professor at Sacred Heart University in Milan.The MBA program that Paul designed for Deakin ranks 1st in the world for class experience. Paul is a renowned  international speaker on issues related to consumer behaviour, public health and well-being, governance, and marketing.   Topics and Timestamps Money Conversations: Challenges and Strategies 04:50 Balancing Business and Values in Veterinary Practice 07:29 Rethinking Success: Beyond Financial Growth 12:17 Exciting News: Clinical Podcast Updates 17:24 Embracing Uncertainty and Value 19:32 Controlling the Customer Experience 24:08 Philosophical Approaches in Business 24:29 Understanding Customer Needs 25:45 Money Conversations in Veterinary Practice 27:15 Human Decision-Making in Emergencies 34:05 Emotional Management in Emergencies 40:30 We love to hear from you. If you have a question for us or you'd like to give us some feedback please get in touch via our contact form at ⁠thevetvault.com⁠, or catch up with us on ⁠Instagram⁠. And if you like what you hear, please share the love by clicking on the share button wherever you're listening and sending a link to someone who you think should hear this. 

Full Proof Theology
140 - Wade Stotts on Letterman, the DEAD Constitution, and the SBC

Full Proof Theology

Play Episode Listen Later Jun 24, 2024 62:40


Support the show!! - https://www.patreon.com/chasedavis“Yes, the Constitution is Dead” - https://www.youtube.com/watch?v=SnBw8W1NaWs“Ministers or Managers” - https://www.youtube.com/watch?v=yajwRbXLDNgWade on Twitter - https://x.com/wadestottsCanon Press - https://canonpress.com/pages/appThe Wade Show with Wade - https://www.youtube.com/@WadeShowWithWadeSummaryIn this episode of Full Proof Theology, host Chase Davis interviews comedian Wade Stotts. They discuss Wade's background in comedy, his love for David Letterman and Seinfeld, and the challenges of enjoying comedy as a Christian. They also touch on the transgressive nature of some comedians and the balance between humor and vulgarity. In this conversation, Wade and Chase discuss the state of comedy and the role of comedians in society. They explore the idea that some comedians lack a happy life and use comedy as a way to cope with their sadness. They also touch on the topic of navigating controversial comedy as a Christian and the importance of developing a personal sniff test for what is acceptable. Wade then shifts the conversation to the concept of the Constitution being dead and the transformations that have occurred in the American order. Finally, they discuss the rise of managerialism in the church and the need to redefine success and prioritize biblical principles over cultural trends.Chapters00:00 Introduction and Background of Wade Stotts05:29 Wade's Comedy Obsession and Journey08:04 The Influence of David Letterman and Seinfeld12:48 Letterman's Transgressive Comedy21:13 The Controversy Surrounding Michael Richards28:54 Transgressive Comedy and Free Speech31:20 The Cynical Worldview of Some Comedians32:49 The Relationship Between Comedy and Happiness34:31 Navigating Controversial Comedy as a Christian42:43 The Death of the Constitution and the American Order50:39 The Rise of Managerialism in the Church56:29 Redefining Success in the ChurchSupport the Show.Sign up for the Patreon - https://www.patreon.com/chasedavisFollow Full Proof Theology on Instagram - https://www.instagram.com/fullprooftheology/Follow Full Proof Theology on Facebook - https://www.facebook.com/fullprooftheology/

Nova Vertente
Quando o empresário perde o poder sobre sua própria empresa. (James Burnham - Managerialism)

Nova Vertente

Play Episode Listen Later Mar 12, 2024 76:29


No episódio de hoje eu falo sobre um fenômeno descrito por James Burnham que é a ideia de "Managerial Revolution". A managerial revolution é quando os gerentes tomam o controle de fato de uma empresa das mãos do dono. A gente discute aqui no episódio o que é um gerente, o que é um talking head e qual o nível de liberdade de um dono de uma grande corporação hoje no atual estagio do liberalismo. 1 Mero Podcast (canal principal): / @1meropodcast NVP Entretenimento (segundo canal): / @nvpentretenimento1303

quando empresa o poder perde pria james burnham managerialism
The Lowdown from Nick Cohen
Ep 26: The Post Office scandal & the curse of British managerialism with economist Chris Dillow

The Lowdown from Nick Cohen

Play Episode Listen Later Jan 21, 2024 32:32


Nick Cohen gets The Lowdown from Chris Dillow, the economist, and author of the Stumbling and Mumbling blog.Chris -  @CJFDillow - is a keen commentator on  British managerialism - the curse of incompetence and privileged entitlement that led to the Post Office scandal and blights much of modern Britain today.Chris explains how modern Britain seems to reject competent management - opting instead for psychopaths and incompetents - often a combination of the two - who practise "managerialism" rather than efficient management that prioritises the good over bad.All too often, today's hirers prize over-confidence - preferably relayed with private school tones - over quietly stated and competent management.  The result is a UK - beset by management scandals - where nothing seems to work. Support the showListen to The Lowdown from Nick Cohen for in-depth analysis of the issues and events that shape our lives and futures. From Ukraine to Brexit, from Trump to the Tories - we hope to keep you informed - and sane! @NickCohen4

Value Creators
Episode #27. Mark McGrath on Entrepreneurship Versus Managerialism

Value Creators

Play Episode Listen Later Jan 18, 2024 46:27


Adaptive entrepreneurship refers to a dynamic approach to business leadership and business practice that embraces continuous learning, rapid adaptation, and the creation of novel ideas. Mark McGrath and Hunter Hastings discuss the critical aspects of adaptiveness in dynamic environments. They explore the aftermath of failure to adapt to nonlinear external change. The conversation emphasizes the importance of the shift from traditional management to adaptive leadership, as defined by a fusion of entrepreneurial economics and John Boyd's unique approach to “the whirl of reorientation”, and focusing on the importance of influencing and inspiring collaboration, as contrasted with managerial control.Mark McGrath highlights the role of appreciation leadership, recognizing the worth of ideas, and fostering human interaction. He advocates for continuous reinvention and the active creation of mismatches to outpace competitors. Entrepreneurs need to embrace adaptive systems, prioritize human-centric leadership, and leverage novel ideas for sustained success in ever-changing business landscapes.Resources: AGLX - Consulting & Coaching Group: aglx.comMark McGrath on LinkedIn: https://www.linkedin.com/in/markjmcgrath1/Show notes:0:00 | Intro01:50 | Rethinking Management Amid Uncertainty04:23 | Entrepreneurship: Navigating Uncertainty for Value Creation06:38 | Entrepreneurship as a Continuous, Never-Ending Process08:50 | Massive Mismatch: Preserving vs. Exploring New Futures14:16 | Disruptive Innovation15:19 | Entrepreneurial Method as Continuous Ongoing Loop of Value Creation20:21 | Idea of Entrepreneurial Intent22:42 | Positive and Negative Feedback: Feedback Loop25:12 | Organizational Structure and Empowerment in Business and the Military34:56 | Quantification VS Qualitative Analysis38:02 | Rethinking Management VS Embracing Adaptive Systems39:20 | Wrap-Up: Mark McGrath's Concept of Leadership 

The Z Blog Power Hour
EP 288 The Tragedy Of Managerialism

The Z Blog Power Hour

Play Episode Listen Later Aug 11, 2023 60:01


Me talking for an hour

tragedy managerialism
ex.haust
[teaser]Democratic Pluralism ft. Michael Lind

ex.haust

Play Episode Listen Later Oct 22, 2022 70:39


Author Michael Lind joins Emmet to talk about his research speech on democratic pluralism in the 21st century. They discuss regime type, managerialism and technocracy, sector bargaining, the beauty of big, dumb, and simple, his forthcoming book on labor called Hell to Pay, and more. To hear the rest, subscribe to our Patreon to get 2 exclusive episodes and bonus content every month! (https://www.patreon.com/exhaust) You can read Michael Lind's speech here: https://compactmag.com/article/democratic-pluralism-for-the-21st-century You can pre-order Hell to Pay here: https://www.amazon.com/Hell-Pay-Conspiracy-Destroying-America/dp/0593421256/ref=sr14?crid=2UXB8BXFRBDMY&keywords=michael+lind&qid=1666400635&qu=eyJxc2MiOiIzLjU4IiwicXNhIjoiMy4wNCIsInFzcCI6IjMuMDUifQ%3D%3D&sprefix=michael%2520lind%2Caps%2C103&sr=8-4

DOGS
Preferential treatment of religious system, why managerialism can't solve everything in schools and much more

DOGS

Play Episode Listen Later Sep 3, 2022


Preferential treatment of religious systems.  Why managerialism can't solve everything in schools. What does the dramatic fall in GCSe results tell us? That private schools are gaming the system! Tax cuts for the rich affecting public education and health services. U.S. - Will the George Dawson School in Texas ban the biography of its namesake because it speaks of slavery? The debate over critical race theory reaches ridiculous impasse.Great State School of the week- Kerang Technical High Schoolwww.adogs.info

The Z Blog Power Hour
EP 238 Managerialism

The Z Blog Power Hour

Play Episode Listen Later Jul 15, 2022 60:01


A lecture on managerialism

managerialism
The Aaron Renn Show
Managerialism vs. Localism

The Aaron Renn Show

Play Episode Listen Later Apr 25, 2022 20:15


If, as I laid out in newsletter #63, we live in a managerial society in which power resides in large institutions, how should we think about localism and localist movements?  I examine this question in the latest podcast.Newsletter #63: Understanding the Managerial Revolution - https://aaronrenn.substack.com/p/newsletter-63-understanding-the-managerialCounty Before Country Conference: https://www.eventbrite.com/e/county-before-country-22-tickets-317725755287

newsletter localism managerialism
Licensed to Lead
030 - Monetization of the Physician Imagination

Licensed to Lead

Play Episode Listen Later Nov 9, 2021 38:05


This episode is a continuation of my animated conversation with Professor J.-C. Spender, a nuclear engineer-turned-business school professor, author, expert on the history of business education, and former executive and business school dean.At the onset of episode #30 I asked Dr. Spender if getting an MBA degree would provide what's needed if someone wanted to efficiently manage a healthcare organization.His response was YES. But he added “that's a kind of modified and slightly tangled yes.” What I heard was “No.” Take a listen and see what you think. Professor Spender's contrarian penchant is delightful and provocative. He offers no instant gratification: no conversational closure rewarding me with a satisfying hit of dopamine. No schmoozy cooperation providing a squirt of oxytocin. The effect of this professor's conversational style is attention—what IS he saying? How does this comment jive with that last one? Where are we headed?! He paints a bleak picture when it comes to the management training or even the management potential of someone who has been awarded an MBA degree. Non-partisan in his criticism, he also deemed my assertion that physicians must lead healthcare as “a misdiagnosis.” And what did I hear with that? I heard that Dr. Spender's primary interest is spotlighting the “multiplicity, the plurality of conversations, that is the fundamental challenge for leadership.” Agreed. When it comes to leadership and management he would have us attend to:•The history of business education--from whence the “bullshit” came•Practice (experience) vs. principles (rules)—and the true crucible of leadership when principles don't serve us•Uncertainty as the state which drives the engine of business•The fundamental ethical problem of business: monetizing someone else's imagination to serve oneself•The lack of conversation in business school about human beings' capacity for imagination—yet it is imagination which produces an organization's valueIn this episode:•The balanced scorecard—developed as a remedy to the dominance of finance during board-level strategic conversations•Business geniuses are those who flourish in business as an “artistic medium”•The demise in popularity of managerial accounting and the ascendancy of financial accounting•Clouding true intentions by invoking “trust” when monetization to satisfy shareholder demands is the business objective •Economic discourse as an arena that is incapable of creating new economic value •Tacit knowledge is knowledge derived more from practice than from principle•Racism and oppression as actions to silence the language of entire communitiesFor more information including “A Glossary of Sorts” (aka Spenderisms) see the 11/9/21 newsletter associated with LTL episode #30

Licensed to Lead
029 - Medicine and Managerialism: A Clash of Values

Licensed to Lead

Play Episode Listen Later Oct 19, 2021 57:51


J.-C. Spender, PhD, is an engineer-turned-business school professor, an author, an expert on the history of business education, and he's a former business executive and business school dean. These credentials equip him to have insight into the goings-on of business schools and real expertise in the practical challenges of graduate business education. Dr. Spender has a distinct philosophical bent which surfaces in this episode (and more so in Part 2 of this interview—Episode #30). He sports a professorial persona, likely honed with endless graduate students, which means a few pugilistic remarks punctuate our conversation even when we are in “violent agreement.”I asked him to come onto the LTL podcast to talk about Managerialism. He and Robert R. Locke co-wrote the book Confronting Managerialism—How the Business Elite and their Schools Threw our Lives out of Balance.Dr. Spender makes it clear from the get-go that controversy related to managerialism must be seen in terms of conflicting values. By necessity, there are distinct values driving people who are involved in the financial or operational details of large organizations. He believes critics of managerialism might suffer from the delusion that it's possible to run a complex organization without applying attention and resources to maintaining the multiplicity of needs of the enterprise itself. This “idiotic and fruitless” stance ignores the fact that friction between managers and professionals represents an inevitable clash of values.In this episode Dr. Spender says “The issues of managerialism in the healthcare sector are extraordinarily important--they are the cutting edge of getting a sense of how on earth do we manage these systems?”In this episode:-Principles and theory—the scaffolding for the actual practice of a profession-Tacit knowledge—you won't escape this podcast without a clear picture of the critical nature of experiential learning-Principles and theory must step aside to allow tacit knowledge, practice, and the “real you” to assert agency in times of uncertainty-The mystifying chasm between the business community and business school curriculum-The “deadly, fatal” loss of critique in academic business literature-Business school faculty priorities: getting published, tenured, and pensioned-Being “present” vs. sacrificing yourself to a principleMeet J.-C. Spender, PhDDr. Spender is a Research Professor at Kozminski University, Warsaw; an Emeritus Research Fellow, Rutgers Institute for Ethical Leadership; and a Visiting Scholar with Fordham Center for Humanistic Management. He served in Royal Navy submarines and he worked with Rolls-Royce on nuclear propulsion, IBM on financial computing, and as an investment banker before earning a PhD at the Manchester Business School (UK). He retired in 2003 as Dean of the School of Business & Technology at FIT/SUNY (New York). He has published eight books, and over 100 journal articles and book chapters. His most recent book is Business Strategy: Managing Uncertainty, Opportunity, and Enterprise (Oxford UP 2014) which is his dissident view of strategy as a practice that includes the need to manage a business's creative responses to uncertainty. He also writes about the theory and ethics of the firm, business strategy, and the history of management education. In 2014 he was awarded an honorary doctorate in economics by the Lund University School of Economics & Management. He is also Commissioning Editor for the Cambridge University Press Elements in Business Strategy.For details of his current work, broader interests, and a detailed resume go to: https://jcspender.com/For a Glossary of Sorts (aka Spenderisms) in this episode, read the 10/19/21 Licensed to Lead newsletter (and for heaven's sake: subscribe!): https://bit.ly/LTLmoreinfo

RevolutionZ
Ep 125 - Vision Strategy - Taking with Martin Parker about Managerialism

RevolutionZ

Play Episode Listen Later May 16, 2021 60:27


A wide ranging discussion of business, business schools, and the mindset of managers. Support the show (https://www.patreon.com/revolutionZ)

CaudilloCast
Ep. 8: Managerialism

CaudilloCast

Play Episode Listen Later Mar 18, 2021 44:03


Managerialism. What does it mean and how has it become the prevailing ideology of our times? Pedro and Jose discuss the crystallization of this system and how it relates to the madness of our age.

managerialism
The Human Action Podcast
<![CDATA[The Managerial Revolution]]>

The Human Action Podcast

Play Episode Listen Later Dec 23, 2020


Managerialism, not socialism or capitalism, dominated the West in the latter half of the 20th century. Nobody explained this better than James Burnham in his seminal 1941 book The Managerial Revolution: What is Happening in the World. Burnham challenges both Marxist orthodoxy on class (exploitation happens without capitalism) and libertarian orthodoxy on market firms (managerial control overtakes "owners"). This is hugely important book, and prescient to put it mildly: Burnham's thesis explains both the populist Trump revolution and the Deep State response. To understand modern politics and bureaucracy, and especially the DC Beltway, you need to read this book. Edward Welsch, editor of Chronicles magazine, joins Jeff Deist for a thorough discussion of Burnham and his most influential work.  Watch Dan McCarthy on the history of Burnham at Mises.org/McCarthyBurnham Read Samuel Francis's review of James Burnham's works at Mises.org/FrancisBurnham]]>

The Human Action Podcast
The Managerial Revolution

The Human Action Podcast

Play Episode Listen Later Dec 23, 2020


Managerialism, not socialism or capitalism, dominated the West in the latter half of the 20th century. Nobody explained this better than James Burnham in his seminal 1941 book The Managerial Revolution: What is Happening in the World. Burnham challenges both Marxist orthodoxy on class (exploitation happens without capitalism) and libertarian orthodoxy on market firms (managerial control overtakes "owners"). This is hugely important book, and prescient to put it mildly: Burnham's thesis explains both the populist Trump revolution and the Deep State response. To understand modern politics and bureaucracy, and especially the DC Beltway, you need to read this book. Edward Welsch, editor of Chronicles magazine, joins Jeff Deist for a thorough discussion of Burnham and his most influential work. Watch Dan McCarthy on the history of Burnham at Mises.org/McCarthyBurnham Read Samuel Francis's review of James Burnham's works at Mises.org/FrancisBurnham

The Human Action Podcast
The Managerial Revolution

The Human Action Podcast

Play Episode Listen Later Dec 23, 2020


Managerialism, not socialism or capitalism, dominated the West in the latter half of the 20th century. Nobody explained this better than James Burnham in his seminal 1941 book The Managerial Revolution: What is Happening in the World. Burnham challenges both Marxist orthodoxy on class (exploitation happens without capitalism) and libertarian orthodoxy on market firms (managerial control overtakes "owners"). This is hugely important book, and prescient to put it mildly: Burnham's thesis explains both the populist Trump revolution and the Deep State response. To understand modern politics and bureaucracy, and especially the DC Beltway, you need to read this book. Edward Welsch, editor of Chronicles magazine, joins Jeff Deist for a thorough discussion of Burnham and his most influential work. Watch Dan McCarthy on the history of Burnham at Mises.org/McCarthyBurnham Read Samuel Francis's review of James Burnham's works at Mises.org/FrancisBurnham

Interviews
The Managerial Revolution

Interviews

Play Episode Listen Later Dec 23, 2020


Managerialism, not socialism or capitalism, dominated the West in the latter half of the 20th century. Nobody explained this better than James Burnham in his seminal 1941 book The Managerial Revolution: What is Happening in the World. Burnham challenges both Marxist orthodoxy on class (exploitation happens without capitalism) and libertarian orthodoxy on market firms (managerial control overtakes "owners"). This is hugely important book, and prescient to put it mildly: Burnham's thesis explains both the populist Trump revolution and the Deep State response. To understand modern politics and bureaucracy, and especially the DC Beltway, you need to read this book. Edward Welsch, editor of Chronicles magazine, joins Jeff Deist for a thorough discussion of Burnham and his most influential work. Watch Dan McCarthy on the history of Burnham at Mises.org/McCarthyBurnham Read Samuel Francis's review of James Burnham's works at Mises.org/FrancisBurnham

Forskningspodden
58 – Academics’ reactions to managerialism

Forskningspodden

Play Episode Listen Later Sep 25, 2019 20:06


What is managerialism in higher education? And how do academics react to it? These are the two principal questions posed by Jo Ese, in his doctoral thesis in Working Life Science Defending the university? Academics reactions to managerialism in Norwegian higher education? While managerialism has been developed in the world of business, many government run … Continue reading "58 – Academics’ reactions to managerialism"

Two-Person Book Club
5 - BULLSHIT JOBS by David Graeber

Two-Person Book Club

Play Episode Listen Later Jul 26, 2019 81:01


Gas station impresario Amanda B. and Walking Zipper-Face Emoji Rony J. dive into the "work"-for-money system and how and why it's driving us mad via BULLSHIT JOBS, by David Graeber. They had so much fun, the unspoken Western economic contract demands that they not be paid at all! NONE CAN ESCAPE THE BLOOD SACRIFICE, ALL MUST SUFFERRRRRRRRR *cue "Raining Blood" by Slayer*Marvel at how giving a homeless person $10 is a waste while giving a consulting firm $1,000,000 is an efficient use of capital!Uncover the secret financial jiu-jitsu of the Mexican military!Despair at... just about everything!Leave the hairdressers alone!And (are you sitting down?) women do a lot!This was supposed to be a light, breezy book. My B!RURTHER FEEDING (AND LISTENING):"On the Phenomenon of Bullshit Jobs: A Work Rant" by David Graeber; STRIKE! magazine, August 2013"A Good Walk Spoiled" by Malcolm Gladwell; REVISIONIST HISTORY podcast, Season 2, Episode 1, 2016PRINCIPLES by Ray Dalio. Rony bought this 500-page book for like 30 dollars, only to discover that it's now an app, and free. Hooray! "Dread in My Heart" by Mother Mother; it's a vibe tho.Email us! tpbcpodcast@gmail.com. And we totally have social media, it's just... resting its eyes.

Think Again
Managerialism as ideology

Think Again

Play Episode Listen Later Jun 20, 2019


Managerialism refers to the spread and legitimacy of a certain approach to management that has taken over all aspects of our lives without any real critique. Disguised as something technical, it is really an ideology and a practice of power, in which the whole world is treated as a type of factory.Refs:Culbert, S.A. (2010) Get rid of the performance review. How compaines can stop intimidating, start manaaging and focus on what really matters. NY: Business Plus.Klikauer, T. (2013) Managerialism: A critique of an ideology. UK: Palgrave Macmillan.

ideology disguised managerialism
Ashes Ashes
Ep 75 – Business. School.

Ashes Ashes

Play Episode Listen Later May 23, 2019 64:15


Episode 75 - "Business. School." The past few decades has seen explosive growth in the number of universities around the world, but it may not be for the noble reasons we would like. Decreased public funding, and new conceptions of universities as engines for economic growth has spurred an intensity of competition for student fees. This shift may help explain rising trends in managerialism, over-quantification of students and researchers, commodification of education, and an 'amenities arms race.' Not to mention staggering student debt, elitism, college admission scandals, and whole countries in protest. Will we be able to turn this failing grade around, or will class be dismissed? Chapters 05:38 Speaking of Universities 17:58 Dystopian Future of Universities 20:53 Bolsonaro Assaults Education 33:36 U.S. Education Scandals 38:46 Managerialism and Quantification 47:56 Student Debt; Predatory For-Profit Schools; Competition 56:47 What Can We Do? A full transcript is available as well as detailed links and sources (plus credits and more) on our website ashesashes.org.Find more information along with relevant news and links on your favorite social network @ashesashescast.CC BY-SA 4.0

Teachers Education Review
TER #126 - LGBTI youth in schools with Benjamin Law - 20 Jan 2019

Teachers Education Review

Play Episode Listen Later Jan 20, 2019 51:58


Main Feature: Benjamin Law shares his experience of being a gay teenager in an Australian school. Regular Features: Marco Cimino discusses his podcast Oh the Humanities! (and Social Sciences), Cameron discusses a UK study on managerialism and teacher professional identity and well-being.  Timecodes (links at terpodcast.com): 00:00 Opening Credits 01:31 Intro 02:19 Marco Cimino - Interview 10:17 Managerialism and teacher well-being 26:00 Feature Introduction 28:01 - Benjamin Law - Interview 50:41 Sign off & Credits

UCD Humanities Institute Podcast
Kathleen Lynch - Something Old or Something New? Managerialism, Class, Gender and Care in the Neoliberal University.

UCD Humanities Institute Podcast

Play Episode Listen Later Oct 25, 2017 50:39


Podcast of Professor Kathleen Lynch's lecture as part of the UCD HI's Annual PhD Conference 2017 (Humanities under Neoliberalism / University under Neoliberalism).

UCD Humanities Institute Podcast
Kathleen Lynch - Something Old or Something New? Managerialism, Class, Gender and Care in the Neoliberal University.

UCD Humanities Institute Podcast

Play Episode Listen Later Oct 24, 2017 50:39


Podcast of Professor Kathleen Lynch's lecture as part of the UCD HI's Annual PhD Conference 2017 (Humanities under Neoliberalism / University under Neoliberalism).

Lectures and Presentations
NGOs and development management: challenges of being 'business-like' (DataBlitz 2013)

Lectures and Presentations

Play Episode Listen Later Jul 19, 2013 10:57


This presentation examines forces of managerial influence in international development. It finds that while a pernicious managerialism can be observed, which has perverse consequences, it questions the utility of critical development management as a reform program. In doing so it argues that conceptualizing non-governmental organizations as third sector organizations offers an opportunity to create a more strategic and flexible management approach. DataBlitz on Corporate Governance was held on 19 July 2013.

The Big Idea
Managerialism 7-4-2012

The Big Idea

Play Episode Listen Later Apr 10, 2012 28:42


managerialism