Joe Lonsdale: American Optimist

4d ago

This week, OPM Director Scott Kupor launched the U.S. Tech Force to recruit an elite cohort of engineering talent into the federal government. What will it take to make public service cool again? What can he do to ensure the government hires, fires, and promotes based on performance? And what is he doing on merit and aptitude tests that could be one of the most important reforms of Trump’s entire presidency? We’re joined by Scott for a timely conversation about Tech Force, his role as Director of the Office of Personnel Management, and key civil service reforms. Previously, Scott built one of the leading venture capital firms as Managing Partner of Andreessen Horowitz. He also penned “ Secrets of Sand Hill Road ,” a definitive guide for raising capital and navigating the startup world. We begin our conversation with the importance of Tech Force — a two-year program designed to surge top programmers and designers into Washington, D.C. and create an enduring talent pipeline between the public and private sectors. Next, we explore Scott’s career in Silicon Valley, how he helped build a16z from the ground up, and the lessons he’s bringing to the White House. Then, we dive into his ambitious OPM agenda, starting with addressing rampant performance inflation, improving incentives for top performers, and removing artificial barriers, like years of service or college degrees, so we can get the best talent into the right jobs. Finally, we revisit the Pendleton Act of 1883 and how to bring merit back into civil service. Learn how Scott overturned a consent decree that will allow him to bring aptitude tests back into federal hiring — this could be one of the most consequential achievements of the Trump entire presidency! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Dec 11

For decades, Philip Howard has been sounding the alarm: our government is broken, and tinkering around the edges won’t work. We need a new operating system. How did it break? What do both parties get wrong? And what will it take to revive the American spirit? Philip is the Founder of the Common Good, best-selling author, and one of the leaders in government and legal reform. His book “ The Death of Common Sense ” became a powerful force for bipartisan reforms in the 1990s between President Bill Clinton and Congressional Republicans. I’ve followed his work for many years, and his newest book, “ Saving Can-Do ,” offers important frameworks for injecting accountability and human judgement back into governance. We begin with the genesis of the red tape state, and why Philip believes the collective guilt of the 1960s led to well-intentioned but ill-designed policies that broke the government. He explains how law began to supplant human judgment, politicians stopped making hard decisions, and governance was outsourced to an instruction manual run by the professional class. Case in point: there are now 150 million words of binding federal rules, most added post-1970. The U.S Constitution, by contrast, is 7,500 words. Next, we dive into his new book, beginning with what makes the American “can-do” attitude unique. Then, he offers solutions for reinstating human authority into our institutions. And finally, a new framework for enabling America to build again. Philip makes the compelling case that what our republic needs most of all is a return to accountability over compliance, amateurs over professionals, and liberty over safetyism. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Nov 26

Michael Kratsios is the man of the hour, charged by President Trump to usher in the golden age of AI and American innovation. How is the White House approaching this revolution in technology? What does AI mean for the American worker? How do we stay ahead of China — and also persuade other nations to adopt U.S. tech over Chinese? We hosted this conversation at the 2025 Cicero Institute Courage Awards, where we recognize bold policymakers on both sides of the aisle for standing up to special interests and fighting for liberty. Amid the regulatory battle over AI, we were honored to feature Michael, who currently serves as Director of the White House Office of Science and Technology Policy and a Senior Advisor to President Trump. In the first Trump term, he was the nation’s Chief Technology Officer and later acting Under Secretary of War for Research and Engineering. He started his career working for Peter Thiel, first at Clarium Capital and later Thiel Capital. We began our conversation with Michael’s journey to the White House, and his role leading the White House’s science and technology policy agenda. He outlined three key areas to winning the AI race: the right regulatory frameworks, the necessary infrastructure, and international engagement. How do we not only stay ahead of China but also persuade other nations to adopt our AI stack? Michael lays out the strategy. He also makes the case for a federal AI standard and explains why a patchwork of laws stifles innovation, hamstringing the upstarts and entrenching the incumbents. Finally, he lays out what AI will mean for the American worker, and as the man in charge of overseeing AI, quantum, space, and more, he reveals what keeps him up at night. We have a generational opportunity with AI to bring down the cost of living and lift up millions of lives; we’re grateful to have leaders like Michael at the helm. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Nov 21

Do great men alter the course of history, or is everything more bottom-up than we realize? Or both? We credit Thomas Edison for the light bulb, but what about the 20 competitors that were right on his heels? What can the evolution of language, biology, and complex systems teach us about entrepreneurship, investing, and the conditions for human progress? Matt Ridley’s writings have influenced how builders, investors, and policymakers understand the world, myself included. A former member of the House of Lords, The Viscount Ridley is a prolific columnist and author whose works range from The Rational Optimist and The Evolution of Everything to The Red Queen: Sex and the Evolution of Human Nature . An intellectual army of one, Matt has taught millions that the free exchange of ideas produces the next great innovation, not top-down policies, no matter how well-intentioned. He’s also been a rare voice of courage in the United Kingdom, fighting against free speech crackdowns, insane energy policies, and corrosive regulations. We begin with Matt’s dire warning about the UK and its rapid descent into economic stagnation and cultural turmoil. Is this great civilization doomed? Learn where Matt sees glimmers of hope, and get a preview of his next book on the future of the West. Then, we dive into lessons from Matt’s great works, from the impact of mating choices in birds and other fascinating scientific research to the evolution of ideas and conditions for innovation. If Steve Jobs didn’t exist, would there have been a pioneer of the personal computer? Matt says yes, and you’ll hear his compelling case. His frameworks have helped shape how some of us think about technological revolutions and strategy. We also cover the AI race with China, including Matt’s perspective on industrial policy and why he believes China is not as strong as many think. Finally, we spar over religion -- Matt’s a longtime atheist -- and whether America can survive as a post-religious society. 00:00 Episode intro 01:45 Is the UK doomed? 11:40 Matt’s next book and why he’s touring the US 16:29 The extraordinary implications of Charles Darwin’s strangest idea 22:00 Industrial policy & tech race with China 27:45 Evolution of everything vs Great Man Theory 35:20 Can a post-religious America survive? 39:20 Reasons for optimism This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Nov 6

In 2023, Memphis earned the distinction of the nation’s most violent and dangerous city. Senator Bill Hagerty had seen enough. Together with President Trump, he helped orchestrate the most important public safety initiative you probably haven’t heard of — until now. Thousands of criminals arrested, dozens of children rescued, and they even figured out how to work around a Soros-backed District Attorney. This is just one of many fronts Sen. Hagerty is leading on since joining the U.S. Senate. A businessman by background, Sen. Hagerty began his career at Boston Consulting Group, growing the business in key markets like Japan, before launching his own private equity firm. In 2011, he stepped up to serve, bringing billions of dollars of investment into Tennessee as the state’s Commissioner of Economic and Community Development. In 2017, he was appointed U.S. Ambassador to Japan and played a critical role in bolstering our alliance and countering China, before being elected to the U.S. Senate in 2020. We begin with the Senator’s diagnosis of the government shutdown and whether Republicans should end the filibuster and break the gridlock. Then, we dive into the Memphis Task Force and the Senator’s groundbreaking work to partner with the White House and a Democratic mayor to save a great American city. More than a dozen federal agencies have quietly surged into Memphis; they’ve arrested thousands of criminals, and better yet, are doing it in a way that prevents the Soros-backed DA from releasing them back on the streets. Next, we discuss the Senator’s business career and path to ambassador. One of his great successes: accelerating the delivery of U.S. weapons to Japan — a process that used to take five to seven years! Finally, we cover his leadership on stablecoin legislation — the GENIUS Act — and how he’s approaching regulatory frameworks for crypto, AI, and other emerging technologies. Sen. Hagerty has quickly become a key leader in the U.S. Senate, and you’ll see why. 00:00 Episode intro 01:20 Government shutdown; end the filibuster? 09:05 Memphis Safe Task Force 14:47 xAI in Memphis & new opportunities 20:10 Boston Consulting Group to Ambassador to Japan 25:45 Accelerating Foreign Military Sales to allies 28:46 USAID & how to reform foreign aid 31:14 GENIUS Act; leading on stablecoin legislation and crypto 33:37 How to approach AI regulation 38:55 Optimism for the future This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Oct 17

Joe Liemandt is a legend in the technology world. Starting in the 1990s, he built a multi-billion dollar software empire, before quietly stepping out of the public spotlight for 20 years. Now, he’s back to reveal his next breakthrough: new schools that can 10X learning in two hours a day with AI and the right incentives. What were the discoveries that led him here? Why is he confident he can save American education? And how is he planning to get this to a billion kids worldwide? Join us for a special episode with one of the great entrepreneurs of the digital era. In 1989, Joe Liemandt dropped out of Stanford to found Trilogy, which he describes as “the first AI product to sell a billion dollars.” He also pioneered Trilogy University — the grueling boot camp that Google and Facebook later copied — and famously outcompeted Microsoft for talent, drawing thousands of top engineers to Austin. On top of that, he added a software acquisition firm, ESW Capital, and scaled it to massive success. Today, he’s the principal of Alpha School, a revolutionary new education model that already has its students performing in the top one percent nationwide. We begin with the origins of Trilogy, from building “configurators” and the earliest AI systems to creating its iconic, ultra-competitive culture. Then, we break down the acquisition strategy that turned ESW Capital into a massive success, before turning to Joe’s new mission: saving American education. Before joining Alpha, he went deep into the science of learning, notably backing Harvard economist Roland Fryer’s inner city research. Fryer experimented with paying teachers, parents, and students for good results — the findings shocked the education world and became foundational for much of Joe’s work. Learn how the right incentives combined with the best in AI have Alpha’s third and fourth-graders outperforming the average high-school graduate. Plus, we explore Joe’s ambitious vision for the future and how school choice can help get this model into classrooms nationwide. The U.S. has spent trillions on K-12 with little or nothing to show; meanwhile, China and other advanced economies have raced far ahead in education performance. If Joe succeeds, he will fundamentally transform education, and the future of our republic, and that’s something to get excited about. 00:00 Episode intro 01:53 Stanford dropout/origins of Trilogy 06:05 Trilogy University 09:08 Roland Fryer & paying kids for good grades 12:07 Why Joe is betting $1B on education 16:55 Kids must love school more than vacation 24:45 “The most controversial thing I’ll say today” 31:56 Why Alpha pays kids for top scores 36:52 Will this work for low-income kids? 42:57 Battle over AI & school choice 46:58 How should we teach history? 51:20 Joe’s grand vision for the future This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Oct 9

Universities called for “free speech” after Charlie Kirk’s murder — UATX President Carlos Carvalho says they’re missing the point entirely. Is more speech really the answer? Should universities stay neutral and out of politics? Or do they have a higher duty, especially now?We discuss these questions and more with the new President of the University of Austin : Carlos Carvalho. Born and raised in Brazil, he watched his father — a Navy officer — help fight back against a communist takeover attempt in the 1960s. Carlos came to America and earned his Ph.D. in statistics from Duke University. He taught at the University of Chicago before spending 15 years as a professor at the McCombs School of Business at the University of Texas, where he also founded the Salem Center for Policy to promote open debate and inquiry on campus. Carlos is an academic, a builder, and believes deeply in the promise of America; he’s uniquely talented and suited to lead the most ambitious new university project in more than a century.We begin our conversation with the aftermath of Charlie Kirk’s murder, and the debate over the role of universities. Learn why Carlos believes “free speech is not enough” and why academia has a duty to stand on, and defend, America’s founding principles, while drawing an important distinction between politics and partisanship. Next, we discuss his upbringing and lessons from fighting the communists in Brazil, including his father’s sage advice: “Learn math, learn languages, and always watch out for the communists!” Finally, we hone in on what sets UATX apart and what it looks like to train a new elite equipped with the best of the old world and the new, plus the courage and entrepreneurial energy needed to save our civilization. 00:00 Episode intro 01:50 “Free speech isn’t enough” 06:42 Is “Institutional neutrality” the right approach? 13:50 Fighting the communists in Brazil 21:06 How the far-left captured business schools 26:45 What sets UATX apart? 32:33 Old world meets new; bringing entrepreneurship to higher ed 40:05 Why is UATX tuition free? 44:00 Navy SEAL formula for higher ed This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

Oct 3

America’s cities are dangerous and broken, and for too long, governors stood by as city officials failed their citizens. But Oklahoma Governor Kevin Stitt has stepped up to prove that we don’t have to tolerate incompetence or lawlessness. What bold actions did he take? Why were the results shocking? And how can his leadership be a model for other governors? We’re joined this week by businessman-turned-governor Kevin Stitt . In 2000, he launched Gateway Mortgage with just $1,000 and a computer; when he departed, it was one of the largest privately held mortgage companies in the country. He ran for governor having never sought public office before, and since taking the helm, he’s run the state like a business: slashing regulations and restoring fiscal responsibility. During his tenure, Oklahoma has become one of the fastest growing states in the country. We begin our conversation with Operation Safe — the governor’s bold initiative to clean up homeless encampments and criminal activity in Tulsa after city officials let the problems fester for years. Learn about the extensive theft, drugs, and crime they exposed, while cleaning up nearly 2 million pounds of trash! More importantly, the governor restored safety and order for families and businesses, while helping the homeless seek real treatment and get off the streets. Gov. Stitt explains how President Trump’s executive order on crime and disorder paved the way for more state leaders to take action, and now that he’s proven what’s possible, city officials in Tulsa and elsewhere are on notice that their failures will no longer be tolerated. Next, we discuss innovative solutions that can empower citizens to hold their local officials accountable. Imagine an app that gives individuals or businesses a tax rebate if they report illegal activity and the city fails to address it — that’s what the Cicero Institute is working toward, and Gov. Stitt loves the idea! We also discuss how states can use their power to hold NGOs accountable and ensure taxpayer dollars are solving homelessness, not perpetuating it. Finally, we discuss Iryna Zarutska’s murder and the strong, but necessary, steps we need to take to deal with violent, repeat offenders. Gov. Stitt’s leadership gives us real hope that other state leaders, especially in red states, will step up, enforce the law, and prioritize the safety of the American people. 00:00 Episode intro 01:44 Operation Safe - stepping up to save Tulsa 05:48 Needles, theft & 2 million pounds of trash 10:15 Corrupt NGOs & weak politicians 13:40 Citizen apps to hold govt accountable 17:55 Soros influence in our cities 21:20 Iryna Zarutska & violent repeat offenders This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com