About this episode
Perhaps the most interesting episode so far. Byrne Hobart writes at thediff.co , analyzing inflections in finance and tech. He explains: * What happened at FTX * How drugs have induced past financial bubbles * How to be long AI while hedging Taiwan invasion * Whether Musk’s Twitter takeover will succeed * Where to find the next Napoleon and LBJ * & ultimately how society can deal with those who seek domination and recognition Watch on YouTube . Listen on Apple Podcasts , Spotify , or any other podcast platform. Read the full transcript here . Follow me on Twitter for updates on future episodes. Timestamps : (0:00:50) - What the hell happened at FTX? (0:07:03) - How SBF Faked Being a Genius: (0:12:23) - Drugs Explain Financial Bubbles (0:17:12) - On Founder Physiognomy (0:21:02) - Indexing Parental Involvement in Raising Talented Kids (0:30:35) - Where are all the Caro-level Biographers? (0:39:03) - Where are today's Great Founders? (0:48:29) - Micro Writing -> Macro Understanding (0:51:48) - Elon's Twitter Takeover (1:00:50) - Does Big Tech & West Have Great People? (1:11:34) - Philosophical Fanatics and Effective Altruism (1:17:17) - What Great Founders Have In Common (1:19:56) - Thinkers vs. Analyzers (1:25:40) - Taiwan Invasion bets & AI Timelines Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe