<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Joe Lonsdale ]]></title><description><![CDATA[Ideas and dialectic on technology, policy & philosophy. ]]></description><link>https://blog.joelonsdale.com</link><image><url>https://substackcdn.com/image/fetch/$s_!v5Y7!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fc9266188-d2c0-4fab-806c-1bdff81484b3_500x500.png</url><title>Joe Lonsdale </title><link>https://blog.joelonsdale.com</link></image><generator>Substack</generator><lastBuildDate>Mon, 11 May 2026 23:17:31 GMT</lastBuildDate><atom:link href="https://blog.joelonsdale.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Joe Lonsdale]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[joelonsdale@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[joelonsdale@substack.com]]></itunes:email><itunes:name><![CDATA[Joe Lonsdale]]></itunes:name></itunes:owner><itunes:author><![CDATA[Joe Lonsdale]]></itunes:author><googleplay:owner><![CDATA[joelonsdale@substack.com]]></googleplay:owner><googleplay:email><![CDATA[joelonsdale@substack.com]]></googleplay:email><googleplay:author><![CDATA[Joe Lonsdale]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[Ep 153: Palantir CTO Shyam Sankar on Heretics, AI Weapons, and Rebuilding the Arsenal of Democracy]]></title><description><![CDATA[Listen now | Shyam Sankar is one of my favorite American innovators. As CTO of Palantir, he's been a key leader for over 20 years and built much of what the company stands for.]]></description><link>https://blog.joelonsdale.com/p/ep-153-palantir-cto-shyam-sankar</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-153-palantir-cto-shyam-sankar</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Fri, 08 May 2026 16:08:37 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/196913992/be16b3aaff68d275d2376f3b4e4e7493.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Shyam Sankar is one of my favorite American innovators. As CTO of Palantir, he's been a key leader for over 20 years and built much of what the company stands for. He's also a patriot, and recently commissioned as a Lieutenant Colonel in the U.S. Army Reserve. His new best-selling book "Mobilize" lays out the crisis of the American industrial base, how to revive what made us a global superpower, and what it will take to prevent the next great power conflict. </p><p>Shyam's father was raised in a mud hut in India. He and his family relocated to Nigeria but fled to the United States after armed robbers nearly murdered them. Shyam joined Palantir as the 13th employee, where he helped shape its unique culture, develop key business strategies, and scale Palantir into a $300+ billion global software giant. In 2025, he was commissioned as a lieutenant colonel in the Army Reserve's new Detachment 201: Executive Innovation Corps, and earlier this year, he released "<a href="https://www.amazon.com/Mobilize-Reboot-American-Industrial-World/dp/B0FQWGC94Z">Mobilize: How to Reboot the American Industrial Base and Stop World War III.</a>"</p><p>We begin our conversation with Shyam&#8217;s extraordinary journey to the U.S. and what this country means to him. Next, we reminisce about the early days at Palantir and what made the culture unique, from his famous Shyam-isms to living in the office for a month straight to earn free BBQ Fridays.  Learn how Shyam coined the term "Forward Deployed Engineers" and proved that the best software is built shoulder-to-shoulder with the customer. Then we dive into his new book and the dangerous atrophy of America&#8217;s defense industrial base. Shyam reveals that the U.S. expended 10 years of production in 10 weeks of conflict, and explains how we can once again become the arsenal of democracy. We also discuss the culture at the Pentagon and why some heretics must be protected at all costs. Finally, we explore the clash between leading AI researchers and the Department of War, and how to bridge the gap between Silicon Valley and D.C. and secure the next great American century.</p><div id="youtube2-4oCDpbMyugU" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;4oCDpbMyugU&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/4oCDpbMyugU?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p>00:00 Episode intro</p><p>01:45  Mud hut in India to life in America</p><p>05:25 Employee #13 at Palantir </p><p>09:45 How Shyam created Forward Deployed Engineers </p><p>13:05 What are Shyam-isms? </p><p>14:55 Business discipline &amp; learning to say no </p><p>19:20 The crisis of the American industrial base</p><p>24:00 Some heretics must be protected </p><p>29:00 The factory is the weapon</p><p>34:00 Magical AI weapons </p><p>43:00 Optimism for America's future</p>]]></content:encoded></item><item><title><![CDATA[Ep 152: Ben Black Runs America's $200B Foreign Investment Fund; Here's His Plan to Counter China & Rebuild American Influence]]></title><description><![CDATA[Listen now | Ben Black is the CEO of the U.S. International Development Finance Corporation (DFC). Backed by a $205 billion budget, his mandate is to invest in U.S. strategic interests, build new markets, and deliver real returns for taxpayers.]]></description><link>https://blog.joelonsdale.com/p/ep-152-ben-black-runs-americas-200b</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-152-ben-black-runs-americas-200b</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Thu, 30 Apr 2026 19:15:18 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/196034245/35c201c00116e71eaf6d7d98b7104079.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Ben Black is the CEO of the U.S. International Development Finance Corporation (DFC). Backed by a $205 billion budget, his mandate is to invest in U.S. strategic interests, build new markets, and deliver real returns for taxpayers. What projects is the DFC prioritizing? How is he countering China's trillion-dollar Belt and Road Initiative? And how is the Trump administration shifting from a paternalistic view of foreign aid toward investing with accountability and an expectation of returns? </p><p>A history major at the University of Pennsylvania, Ben began his career in finance at Goldman Sachs before earning a JD and MBA at Harvard. He worked in private equity at Apollo Global Management before founding the investment firm Fortinbras. Last fall, he was confirmed by the U.S. Senate as CEO of the DFC. His drive to serve was shaped by his grandfather, a WWII tail gunner in the Aleutians, and by watching his father build Apollo into a global powerhouse.</p><p>We begin our conversation with Ben&#8217;s entrepreneurial journey before diving into the history of U.S. foreign aid. Learn how the U.S. regressed from the Marshall Plan, which rebuilt Europe and fostered investment in America, to promoting a culture of waste and dependency in foreign aid &#8212; and how the Trump administration is reversing course (check out <a href="https://blog.joelonsdale.com/p/how-to-doge-us-foreign-aid">our essay </a>from January 2025 on these issues). Next, Ben lays out the flaws in China's extractive Belt and Road model and explains how the DFC is developing trusted partners, promoting free-market principles, and investing strategically. From maritime insurance in the Strait of Hormuz to rare earth mining, Ben reveals some of the DFC's recent wins and where he sees new long-term partnerships in South America and Asia. Instead of showering NGOs with taxpayer dollars and creating charity cases abroad, the Trump administration is restoring discipline and accountability &#8212; and Ben is a key leader in executing this vision and generating returns for the American people.</p><div id="youtube2-1uT7TwEn9wM" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;1uT7TwEn9wM&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/1uT7TwEn9wM?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p>00:00 Episode intro</p><p>01:25 Ben&#8217;s path to DFC</p><p>08:30 $205 billion to invest abroad</p><p>10:00 Rethinking foreign aid</p><p>13:00 From Marshall Plan to waste and fraud</p><p>18:50 The Trump administration&#8217;s new approach</p><p>21:50 Countering China&#8217;s Belt &amp; Road Initiative</p><p>28:00 Post-WWII order is changing / new opportunities</p><p>33:10 Maritime insurance and Strait of Hormuz</p><p>37:00 Optimism for America&#8217;s future</p>]]></content:encoded></item><item><title><![CDATA[Ep 151: The Myth of Michael Milken with Richard Sandler]]></title><description><![CDATA[Listen now | Michael Milken revolutionized American finance and democratized access to capital for thousands of companies that Wall Street had previously written off.]]></description><link>https://blog.joelonsdale.com/p/ep-151-the-myth-of-michael-milken</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-151-the-myth-of-michael-milken</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Fri, 24 Apr 2026 18:29:00 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/195376649/1c45278ae061ae0abe7760f8a998be3e.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Michael Milken revolutionized American finance and democratized access to capital for thousands of companies that Wall Street had previously written off. Yet he was unjustly attacked in the 1980s in one of the most controversial prosecutions in U.S. history. As one of Michael&#8217;s key defense lawyers, Richard Sandler sets the record straight in his new book: <em><a href="https://www.amazon.com/Witness-Prosecution-Myth-Michael-Milken/dp/B0C4381G6S">Witness to a Prosecution: The Myth of Michael Milken</a>. </em>How did Michael transform capital markets through high-yield bonds? Why was he unfairly targeted? Why did he ultimately agree to a plea deal? And what are the lessons about government power that everyone should learn? </p><p>We dive into these topics in this week&#8217;s episode with Richard Sandler, Partner at the law firm of Maron &amp; Sandler and Executive Vice President and Trustee of the Milken Family Foundation. Richard and Lowell Milken, Michael&#8217;s younger brother, met in first grade while growing up in Los Angeles. After practicing law with his father, Richard joined Michael and Lowell&#8217;s firm -- Drexel Burnham Lambert -- to help the high-yield bond team. He saw firsthand the entire saga: the explosive rise and fall of Drexel, the unprecedented investigation, and ultimately, President Trump&#8217;s pardon of Michael in 2020.</p><p>We begin with Michael&#8217;s breakthrough in high-yield bonds. Learn how he almost single-handedly transformed the &#8220;junk bond&#8221; market from $70 billion to $700 billion in a decade, and helped finance the growth of great American entrepreneurs and companies &#8212; Ted Turner, Steve Wynn, MCI Communications, among others. Next, Richard walks us through the investigation: the unprecedented use of RICO against Drexel, the targeting of Lowell as a &#8220;hostage,&#8221; and the novel charges Michael ultimately pled to (none of which had been prosecuted before or since). Finally, we explore the deeper lessons about prosecutorial power, media narratives, and Michael&#8217;s extraordinary resilience. He has pushed forward medicine, science, and education in myriad ways, while inspiring many of our great leaders today.</p><div id="youtube2-dshFU7_SU5g" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;dshFU7_SU5g&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/dshFU7_SU5g?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p>00:00 Episode intro</p><p>01:35 Richard&#8217;s career &amp; Michael Milken&#8217;s legacy</p><p>06:25 Why write this book? </p><p>08:00 How Michael Milken transformed finance </p><p>14:00 Why did they go after Drexel &amp; Michael? </p><p>19:30 Using RICO to bring down Drexel </p><p>22:30 Prosecutorial abuse &amp; the power of government</p><p>26:30 Why did Michael agree to a plea deal? </p><p>33:25 Trump grants Michael a full pardon</p><p>35:00 Lessons on government power, media influence &amp; Michael&#8217;s resilience</p>]]></content:encoded></item><item><title><![CDATA[Ep 150: How AI Is Transforming Diligence, Decision-Making & the Future of Investing with John Melas-Kyriazi]]></title><description><![CDATA[Listen now | John Melas-Kyriazi is the co-founder and CEO of Standard Metrics, which powers portfolio management for more than 150 venture capital firms and 10,000 companies.]]></description><link>https://blog.joelonsdale.com/p/ep-150-how-ai-is-transforming-diligence</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-150-how-ai-is-transforming-diligence</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Fri, 17 Apr 2026 15:03:17 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/194446963/7ce6e89f964c6c21e09e0a1579d58773.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>John Melas-Kyriazi is the co-founder and CEO of <a href="https://standardmetrics.io/">Standard Metrics</a>, which powers portfolio management for more than 150 venture capital firms and 10,000 companies. He runs a high-growth SaaS company at the leading edge of the AI wave. How is AI transforming how investors source and diligence deals? How are agents parsing pitch decks, prepping board meetings, and building powerful new workflows? And as competitive advantages shift, what are the new moats for SaaS companies in the AI age? </p><p>We discuss these and other timely topics with John. At an early age, he fell in love with science fiction and built vacuum-tube amplifiers in his parents' basement, before studying physics and materials science at Stanford. There he became a research scientist until pivoting to investing, first at StartX and later Spark Capital. Born out of firsthand experience, he co-founded Standard Metrics alongside the 8VC Build team to create a better solution for portfolio management software. </p><p>We begin our conversation with John&#8217;s path from academia to investor and founder. Next, we explore how Standard Metrics centralizes data, improves portfolio intelligence, and powers smarter investment decisions. Then we dive into the new possibilities with AI, from technical diligence copilots and investment stress-testing to new workflows and internal AI analysts. In an era of new agentic tools and shifting competitive advantages, we discuss new moats for existing software companies built around network effects, data, and more. The world of finance is changing quickly; John offers a unique perspective on the AI wave and how top investors are leveraging new workflows to get ahead.</p><div id="youtube2-MuESM7U3hFg" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;MuESM7U3hFg&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/MuESM7U3hFg?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p>00:00 Episode intro </p><p>02:10 Academia to investor and founder </p><p>08:00 The pain point that led to building Standard Metrics </p><p>12:10 How AI is transforming venture capital</p><p>14:20 AI as a technical copilot</p><p>17:10 AI Analyst vs human in the loop</p><p>19:20 Parsing pitch decks and new AI tools </p><p>23:10 How AI search is changing marketing </p><p>28:30 New capabilities and workflows </p><p>33:47 How quickly is everything changing?</p>]]></content:encoded></item><item><title><![CDATA[Ep 149: Will Fry on the Small Business Succession Crisis & New Opportunities in the AI Age]]></title><description><![CDATA[Listen now | In the coming years, over two million small businesses will change hands or close their doors as Baby Boomers retire.]]></description><link>https://blog.joelonsdale.com/p/ep-149-will-fry-on-the-small-business</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-149-will-fry-on-the-small-business</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Thu, 09 Apr 2026 19:21:47 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/193720008/1761d2d3dff12718c00cb96c47f7556d.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>In the coming years, over two million small businesses will change hands or close their doors as Baby Boomers retire. Will Fry, Founder and CEO of <a href="https://www.americanoperator.com/">American Operator</a>, is on a mission to save Main Street and seize this opportunity for the next generation of local owners and operators. How does the operate-to-own model work? Should talented young people think twice about traditional careers and pursue ownership opportunities instead? And why is Will especially bullish on small business in the AI age?</p><p>Raised in a small town in North Carolina, Will developed an early love for building, starting with electronic kits and later unique apps. After studying at Penn and Wharton, a trip home revealed the looming crisis: millions of local businesses that lack succession plans. This sparked the creation of American Operator, which pairs retiring owners with high-agency operators, along with the capital and know-how to build a thriving business.</p><p>We begin with Will&#8217;s entrepreneurial journey and the coming &#8220;Silver Tsunami.&#8221; Will explains why only 48% of small business owners have succession plans and what this means for the next generation of owner-operators. He highlights stories like <a href="https://www.youtube.com/watch?v=_2eKuAW8epI">Greenway Painting</a> in Jackson, Wyoming, and how American Operator is helping create millionaires on Main Street while keeping local business local. Next, we explore the historical and cultural importance of small business in America, dating back to John Hancock&#8217;s import-export firm and Ben Franklin&#8217;s printing shop. Looking ahead, we examine AI&#8217;s impact on small businesses. Learn why Will believes SMBs are a great AI hedge, while also having unique upside as new AI tools make small cohorts of people dramatically more productive. Finally, Will explains the operate-to-own model and how American Operator aligns incentives so that original owners become valuable advisors, new operators can earn their way into majority ownership, and American Operator remains a committed partner over the long run.</p><div id="youtube2-pyWnKbOEqH4" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;pyWnKbOEqH4&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/pyWnKbOEqH4?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p>00:00 Episode intro</p><p>01:25 Will&#8217;s entrepreneurial journey</p><p>04:15 The small business succession crisis</p><p>06:40 American Operator&#8217;s approach vs. private equity</p><p>11:55 Does AI mean boom or bust for small business?</p><p>15:55 Forget law school? Buy a small business instead?</p><p>21:20 AI use cases for small business</p><p>23:00 Why many business owners shut down instead of sell</p><p>26:00 How the operate-to-own model works</p><p>33:50 Optimism for Main Street America</p>]]></content:encoded></item><item><title><![CDATA[Ep 148: JoeBen Bevirt, Founder & CEO of Joby Aviation — Flying Cars Have Arrived]]></title><description><![CDATA[Listen now | Last year, JoeBen Bevirt joined the show to discuss the vision behind Joby Aviation and bringing air taxis to life. Now, he's back to talk execution and getting to market this year!]]></description><link>https://blog.joelonsdale.com/p/ep-148-joeben-bevirt-founder-and</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-148-joeben-bevirt-founder-and</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Fri, 03 Apr 2026 13:55:11 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/193031790/493ce341b275c0ee61b65338960fab90.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Last year, JoeBen Bevirt <a href="https://blog.joelonsdale.com/p/ep-114-flying-cars-are-about-to-change?utm_source=publication-search">joined the show</a> to discuss the vision behind Joby Aviation and bringing air taxis to life. Now, he's back to talk execution and getting to market this year! What states will be first to offer Joby rides &#8212; and when? How is Joby ramping up manufacturing to meet the moment? And how is AI making Joby&#8217;s top scientists over 10X more productive and accelerating decades of advancement into the next few years?"  <br><br>As Founder and CEO of <a href="https://www.jobyaviation.com/">Joby Aviation</a>, JoeBen has spent more than a decade building Joby into the leader in electric vertical takeoff and landing (eVTOL) aircraft, and we begin with its unique design: 100 times quieter than a helicopter and dramatically safer to operate with layered redundancy across six propulsion stations, dual motors, and dual battery packs. Next, we talk about the significance of Joby's partnership with Toyota, how they're ramping up manufacturing, and why they're massively expanding their Ohio facilities.  Then, JoeBen lays out their regulatory progress, from achieving their first FAA-conforming aircraft to the White House's historic pilot program that will bring air taxis to 12 states starting this year, including Texas!<br><br>Additionally, we explore the coming age of autonomy, why Joby is partnering with NVIDIA to build out its autonomous flight stack, and how AI is transforming everything from aerodynamics research to back-office tasks. You'll also learn about Joby's breakthrough hydrogen-electric program &#8212; unlocking long-range commercial and defense applications &#8212; and why staying ahead of China is critical for American leadership in this next age of flight. Finally, JoeBen shares his grand vision for an electric era of aviation and a future without traffic &#8212; something we can all get behind.</p><div id="youtube2-5fxLG_GDPMY" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;5fxLG_GDPMY&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/5fxLG_GDPMY?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p>00:00 Episode Intro </p><p>01:50 What sets Joby aircraft apart </p><p>04:50 Key partnerships with Toyota &amp; NVIDIA</p><p>06:50 Closing in on FAA Certification </p><p>08:00 Air Taxis coming to 12 states this year! </p><p>13:35 Autonomous flight is the future</p><p>20:00 Hydrogen aircraft for the Pentagon </p><p>24:10 Why AI is a game changer </p><p>28:15 Expansion in Ohio and Global Competition with China </p><p>34:40 Addressing critics / future vision </p><p>35:50 Making air travel ubiquitous</p>]]></content:encoded></item><item><title><![CDATA[Ep 147: Scott Wu & Russell Kaplan on the New Era of Software Abundance]]></title><description><![CDATA[Listen now | Scott Wu & Russell Kaplan, co-founders of Cognition, are leading one of the fastest-growing, talent-dense AI companies.]]></description><link>https://blog.joelonsdale.com/p/ep-147-scott-wu-and-russell-kaplan</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-147-scott-wu-and-russell-kaplan</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Fri, 27 Mar 2026 15:00:36 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/192314311/fc9f6d3e7bb39e8305f245e57437304b.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Scott Wu and Russell Kaplan, co-founders of Cognition, are leading one of the fastest-growing, talent-dense AI companies. Their mission: make expert software engineering ubiquitous. What does a world of software abundance look like? How is Cognition delivering massive productivity gains inside some of the largest companies and organizations? And can AI finally modernize the broken, $100 billion government IT systems? </p><p>We discuss these and other timely topics with Scott and Russell. Scott was a three-time gold medalist at the International Olympiad in Informatics and world champion at age 17. After high school, we hired him at Addepar, where he became a top software engineer. Russell began his career as a machine learning engineer on Tesla&#8217;s Autopilot team before selling his video data company, Helia, to Scale AI. In 2023, Scott and Russell co-founded Cognition, and a year later, they shocked the technology world with the release of Devin, the first AI software agent. </p><p>We begin our conversation by discussing the incredible collection of young talent at Cognition, and why the next generation has new advantages in the AI era. Next, we catch up on Cognition&#8217;s explosive growth: Devin usage in the first few months of 2026 already surpassed all of 2025. Scott reveals that Cognition engineers no longer write code and explains how they&#8217;re able to test and ship new products faster than ever before. Then, we dive into the new era of software abundance and what it means if everyone has access to high-quality engineering, from modernizing large legacy enterprises to supercharging small businesses. We also discuss Cognition&#8217;s recent foray into government services and its work to modernize complex outdated systems. Finally, we explore the talent flywheel that has drawn so many former founders to Cognition, and why Scott and Russell believe we&#8217;re moving from Minecraft &#8220;survival mode&#8221; to &#8220;creative mode&#8221; &#8212; where the only limit to building is imagination itself.</p><div id="youtube2--pZ3vD0r8a0" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;-pZ3vD0r8a0&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/-pZ3vD0r8a0?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p>00:00 Episode intro</p><p>01:35 Why technical talent &amp; execution matters in AI</p><p>06:10 Do young people have an edge in the AI era? </p><p>08:26 Cognition&#8217;s rapid growth </p><p>11:55 The new era of software abundance</p><p>14:30 Cognition engineers don&#8217;t type code anymore</p><p>19:20 &#8220;Never sleep while Devin is idling&#8221; </p><p>21:25 The case for AI disinflation</p><p>23:50 How Devin generates 12X productivity gains</p><p>28:25 Cognition for government / taking on complex, broken systems</p><p>36:40 The AI race / competition with Anthropic</p><p>39:00 Forward deployed engineers?</p><p>43:40 How fast are LLMs improving? </p><p>47:10 AI-led small business explosion</p>]]></content:encoded></item><item><title><![CDATA[Ep 146: Jake Paul & Geoff Woo on Building Anti Fund, the Future of the Creator Economy & How to Change the Culture]]></title><description><![CDATA[Listen now | Jake Paul is a social media influencer-turned-entrepreneur and boxer. He&#8217;s not only one of the most popular figures on the planet among Gen Z, but also an outspoken patriot, capitalist, and builder.]]></description><link>https://blog.joelonsdale.com/p/ep-146-jake-paul-and-geoff-woo-on</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-146-jake-paul-and-geoff-woo-on</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Thu, 19 Mar 2026 00:51:47 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/191411227/ff8d2b67a1642a836824b5af1bdd5b39.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Jake Paul is a social media influencer-turned-entrepreneur and boxer. He&#8217;s not only one of the most popular figures on the planet among Gen Z, but also an outspoken patriot, capitalist, and builder. Together, he and Geoff Woo founded Anti Fund and have backed OpenAI, Anduril, Ramp, among others. Why did Jake decide to speak out on politics? How do we win over the next generation? And how is AI changing the culture, from new social media platforms to prediction markets and the revival of in-person events?</p><p>We recorded this conversation the day after Jake appeared with President Trump at a Kentucky rally. He explains why he&#8217;s speaking out on politics, even if it costs him financially, and why authenticity is key to cultural influence. Next, we explore the origins of Anti Fund, and how Jake and Geoff had the conviction to back Anduril before defense tech was in vogue. They also invested in OpenAI and were instrumental in rolling out Sora; learn about the strategy behind the launch and the challenges around AI slop and identity authentication. Additionally, Jake is the co-founder of Betr, and we discuss its recent partnership with Polymarket, what&#8217;s next for prediction markets, and how to build guardrails for customers. Finally, we explore Jake&#8217;s success in pioneering the creator economy and building consumer brands. In the 1960s and 70s, most kids aspired to become astronauts. Today, they want to be content creators, in part because of Jake&#8217;s influence. We conclude with Jake&#8217;s advice for young people in the AI era, and how we can persuade the next generation to love their country and embrace a builder mindset.</p><div id="youtube2-G0kBhGCP9Sk" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;G0kBhGCP9Sk&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/G0kBhGCP9Sk?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p>00:00 Episode intro</p><p>02:20 On stage with President Trump</p><p>06:00 Attention is the most valuable currency</p><p>08:00 The origins of Anti Fund and backing OpenAI, Anduril, Ramp, and others</p><p>09:10 Betr + Polymarket and the future of prediction markets </p><p>14:58 Launching Sora with OpenAI </p><p>16:14 Are you worried about AI slop? </p><p>19:10 How AI is changing culture; revival of in-person events </p><p>21:20 Who should become a creator?</p><p>24:30 Fighters as cultural icons </p><p>31:30 How to win the culture</p>]]></content:encoded></item><item><title><![CDATA[Ep 145: SBA Administrator Kelly Loeffler on Exposing Billions in Fraud & What AI Means for Small Business]]></title><description><![CDATA[Listen now | Small Business Administrator Kelly Loeffler is playing a pivotal role in our nation on two fronts: supporting the next generation of small business owners, while exposing and combating billions of dollars in fraud.]]></description><link>https://blog.joelonsdale.com/p/ep-145-sba-administrator-kelly-loeffler</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-145-sba-administrator-kelly-loeffler</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Fri, 13 Mar 2026 01:23:09 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/190789384/e3c716341ce9921cb46219e16027fd71.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Small Business Administrator Kelly Loeffler is playing a pivotal role in our nation on two fronts: supporting the next generation of small business owners, while exposing and combating billions of dollars in fraud. How is AI impacting small businesses? Could this be a golden age for Main Street America? What's the staggering scale of fraud she's uncovering? And how is she working with Palantir and other top talent to ensure it never happens again?</p><p>We discuss these timely topics and more with Administrator Loeffler. Growing up on a farm in rural Illinois, Kelly raised cattle and was exposed to the challenges of small business early on. She became the first in her family to graduate college and built a distinguished career in financial services at Intercontinental Exchange. In 2018, she became the founding CEO and first employee of the fintech startup, Bakkt, which brought institutional infrastructure to crypto. Kelly was appointed to serve in the U.S. Senate in 2020 and later confirmed as Administrator of the Small Business Administration in February 2025.</p><p>We begin our conversation with Kelly's entrepreneurial journey, before diving into her mission at the SBA. Her leadership comes at a pivotal juncture: a $10 trillion generational wealth transfer amid a technological revolution. As Baby Boomers retire and new AI tools emerge, Kelly believes young talent should think twice about traditional pathways and consider small business ownership instead. She lays out the administration's agenda, including expanding SBA loans for reindustrialization and bolstering the manufacturing jobs of the future. Next, we dive into her other core responsibility: exposing fraud. Learn how the SBA uncovered over $400 million of COVID-era fraud in Minnesota, $9 billion in California, and they're just getting started. She's also investigating 8(a) minority contracting &#8212; a program for disadvantaged communities hijacked by the Biden administration for race-based contracting and grift. The SBA is bringing in top talent and technology, including Palantir, to expose the fraud, revamp the programs, and protect taxpayers.</p><div id="youtube2-xkXRTycBpEs" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;xkXRTycBpEs&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/xkXRTycBpEs?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p>00:00 Episode intro</p><p>01:40 Farming to finance</p><p>04:46 Building Bakkt &amp; institutional infrastructure for crypto</p><p>09:00 AI &amp; the future of small business</p><p>13:58 How to supercharge manufacturing in America</p><p>16:15 Exposing billions in fraud</p><p>18:50 The scandal of minority contracting</p><p>20:25 Using Palantir to investigate fraud</p><p>27:15 The NGO grift scheme</p><p>29:50 Optimism for the future</p>]]></content:encoded></item><item><title><![CDATA[Ep 144: Jared Isaacman's Bold Vision for Moon Bases, Nuclear Power in Space, and Returning NASA to Greatness ]]></title><description><![CDATA[Listen now | As a teenager, Jared Isaacman built a billion-dollar payments company. He then pursued aviation, acquiring the world's largest private airforce and creating "Top Gun as a service," before commanding the first all-civilian spaceflight. Now, he's taking on his greatest challenge: returning NASA to greatness.]]></description><link>https://blog.joelonsdale.com/p/ep-144-jared-isaacmans-bold-vision</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-144-jared-isaacmans-bold-vision</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Tue, 03 Mar 2026 18:11:51 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/189791872/137ab2f8fc0b4436bf60b831a442abf9.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>As a teenager, Jared Isaacman built a billion-dollar payments company. He then pursued aviation, acquiring the world's largest private air force and creating &#8220;Top Gun as a service,&#8221; before commanding the first all-civilian spaceflight. Now, he's taking on his greatest challenge: returning NASA to greatness. Can we beat China back to the Moon? Will we reach Mars within a decade? And how close are we to making nuclear propulsion, space colonies, and other sci-fi futures a reality? <br><br>We discuss all this and more with NASA Administrator Jared Isaacman. We begin with his upbringing and the origins of Shift4 Payments, which now processes more than $200 billion annually. A prolific pilot, he went on to build Draken International and acquire over 100 fighter jets for adversary training &#8212; at one point, he owned the 12th largest air force in the world! Next, we dive into his experience as a commercial astronaut and why he sought the helm of NASA. Jared outlines his bold vision to reform NASA, starting with his announcement to increase the Artemis launch cadence and ensure a return to the Moon by 2028. We discuss the challenges of building a permanent Moon presence, and why nuclear power and propulsion in space is a NASA-unique mission that will attract top talent and help the agency achieve greatness again. Finally, we explore the growing space economy and exciting sci-fi realities we will experience in the years ahead. NASA is a storied American institution; we are fortunate to have a talented leader like Jared who wants to see it not only thrive again, but reach even greater heights. </p><div id="youtube2-gCik1Ak6WVc" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;gCik1Ak6WVc&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/gCik1Ak6WVc?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p><br>00:00 Episode intro</p><p>01:30 Top Gun as a service </p><p>07:40 Founding a billion-dollar payments company</p><p>09:30 Pioneering private spaceflight </p><p>12:00 What happened to NASA? </p><p>14:40 Getting back to the Moon by 2028</p><p>20:47 Jared announces new plans for Artemis</p><p>25:15 Future of the space economy </p><p>27:50 Nuclear power in space </p><p>29:00 Sci-fi futures becoming reality</p>]]></content:encoded></item><item><title><![CDATA[Ep 143: JD Ross on the New Invention Era & Building with AI in 2026 ]]></title><description><![CDATA[Listen now | JD Ross is one of my favorite entrepreneurs. I hired him out of college at Addepar where he quickly became Head of Product. He went on to co-found Opendoor with Keith Rabois and is now building With Coverage &#8212; one of the fastest growing AI-first service companies.]]></description><link>https://blog.joelonsdale.com/p/ep-143-jd-ross-on-the-new-invention</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-143-jd-ross-on-the-new-invention</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Fri, 27 Feb 2026 18:59:30 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/189390726/8a62c4c6e21137d895acaee1fbb07fff.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>JD Ross is one of my favorite entrepreneurs. I hired him out of college at Addepar where he quickly became Head of Product. He went on to co-found Opendoor with Keith Rabois and is now building <a href="https://withcoverage.com/">WithCoverage</a> &#8212; one of the fastest growing AI-first service companies. JD believes we're entering an "invention era" again. What are the new possibilities with AI? What does it mean for legacy software companies? And why is he especially excited for young talent entering the workforce today?<br><br>We discuss all this and more, starting with JD's entrepreneurial journey, from founding a moving company in college (that still generates +$10M a year in sales!) to joining Addepar and later founding Opendoor. We discuss some of the breakthroughs and challenges at Opendoor, and why its meme stock moment is infusing new energy and ideas into the company. Next, we dive into WithCoverage and his mission to upend the insurance brokerage industry by combining new AI tools with human expertise &#8212; think Ramp for risk management. Initially backed by 8VC, WithCoverage already serves more than 700 enterprise customers and recently closed a $42 million round led by Sequoia and Khosla Ventures. Talented builders like JD are scaling and iterating on new products faster than anything we've seen before &#8212; learn what this means for the startup ecosystem, as well as existing SaaS companies looking over their shoulders. Finally, JD explains how AI is leveling the playing field and why he believes this is the best opportunity for new entrepreneurs in recent decades.</p><div id="youtube2-m8y0ftEmbkY" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;m8y0ftEmbkY&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/m8y0ftEmbkY?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p>00:00 Episode intro</p><p>01:28 JD's entrepreneurial journey</p><p>05:18 Wins and challenges at Opendoor / meme stock moment</p><p>09:55 WithCoverage and upending insurance brokerage with AI </p><p>13:11 Mimetic frameworks for entrepreneurs </p><p>15:45 How AI is changing the way companies are built</p><p>20:21 The impact of AI on existing SaaS </p><p>26:50 How to stop AI spam and imposters </p><p>31:27 How should young people prepare for the AI era? </p><p>34:20 The new invention era / why AI levels the playing field</p>]]></content:encoded></item><item><title><![CDATA[Making the Media Great Again]]></title><description><![CDATA[Arena Magazine and the future of American media]]></description><link>https://blog.joelonsdale.com/p/making-the-media-great-again</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/making-the-media-great-again</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Wed, 25 Feb 2026 14:03:12 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!paKm!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe5d76852-dca5-4c76-aa69-0150c027939d_3827x2551.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Dear Readers,</p><p>The most basic instinct of an American entrepreneur is that when something is broken, rather than complaining, you need to build something new. And there is a <em>lot </em>that is broken, like our media. In early 2024, I started talking with a younger colleague, Max Meyer, about some ideas to fight back&#8230;</p><p>Out of those discussions, <a href="http://arenamag.com/subscribe">Arena Magazine</a> was born: a bold voice for American technologists, capitalists, and patriots in the form of a high-end print magazine. Yesterday, <a href="https://arenamagazine.substack.com/p/announcing-arena-issue-007">Arena announced its seventh issue</a>. It now has thousands of subscribers and is sold in Barnes &amp; Noble throughout the US. Max told me that the latest print run of magazines used over 10,000 pounds of paper.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!paKm!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe5d76852-dca5-4c76-aa69-0150c027939d_3827x2551.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!paKm!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe5d76852-dca5-4c76-aa69-0150c027939d_3827x2551.jpeg 424w, https://substackcdn.com/image/fetch/$s_!paKm!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe5d76852-dca5-4c76-aa69-0150c027939d_3827x2551.jpeg 848w, https://substackcdn.com/image/fetch/$s_!paKm!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe5d76852-dca5-4c76-aa69-0150c027939d_3827x2551.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!paKm!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe5d76852-dca5-4c76-aa69-0150c027939d_3827x2551.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!paKm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe5d76852-dca5-4c76-aa69-0150c027939d_3827x2551.jpeg" width="3827" height="2551" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/e5d76852-dca5-4c76-aa69-0150c027939d_3827x2551.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:2551,&quot;width&quot;:3827,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:1342507,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/jpeg&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://blog.joelonsdale.com/i/180618824?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fad87dc93-688d-4e39-8098-24a0c9215dd2_6000x4000.jpeg&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!paKm!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe5d76852-dca5-4c76-aa69-0150c027939d_3827x2551.jpeg 424w, https://substackcdn.com/image/fetch/$s_!paKm!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe5d76852-dca5-4c76-aa69-0150c027939d_3827x2551.jpeg 848w, https://substackcdn.com/image/fetch/$s_!paKm!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe5d76852-dca5-4c76-aa69-0150c027939d_3827x2551.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!paKm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe5d76852-dca5-4c76-aa69-0150c027939d_3827x2551.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>I&#8217;m very proud to be a supporter of Arena, and I encourage you to be, as well. You can <a href="https://arenamag.com/subscribe">subscribe</a> for your home or your office. </p><p>At a time when the legacy media is full of negativity and ugliness, Arena is daring to be both optimistic and beautiful at the same time. Technology and entrepreneurship are so important to the success of the USA in the 21st century, and our mainstream media is totally poisoned against them. </p><p>If you&#8217;re anything like me, you remember the great magazines we had a generation ago in the technology space. Scientific American, Popular Mechanics, and even Wired used to be awesome. They used to celebrate Americans who were trying to do hard things. To say that they have gone in another direction would be a serious understatement.</p><p>Restoring that legacy &#8212; bold optimism, celebrating the builders &#8212; is the <a href="http://arenamag.com/about">mission of Arena</a>. It&#8217;s why I and so many other leaders in the innovation world are proud supporters. We need great media institutions again.</p><div class="image-gallery-embed" data-attrs="{&quot;gallery&quot;:{&quot;images&quot;:[{&quot;type&quot;:&quot;image/jpeg&quot;,&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/0ac7dfcb-e391-42c9-a763-f7c806bbd81f_5995x3997.jpeg&quot;},{&quot;type&quot;:&quot;image/jpeg&quot;,&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/8b4bfd42-c64c-45a7-9ed6-8b9ec8fee367_6000x4000.jpeg&quot;},{&quot;type&quot;:&quot;image/jpeg&quot;,&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/36441cde-c33a-40fa-ba69-95f205f1d4a2_6000x4000.jpeg&quot;},{&quot;type&quot;:&quot;image/jpeg&quot;,&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/375a676a-43c5-44cd-a179-538163544a42_6000x4000.jpeg&quot;}],&quot;caption&quot;:&quot;&quot;,&quot;alt&quot;:&quot;&quot;,&quot;staticGalleryImage&quot;:{&quot;type&quot;:&quot;image/png&quot;,&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/94f04f37-406f-4a36-b394-4218fa23140b_1456x1456.png&quot;}},&quot;isEditorNode&quot;:true}"></div><p>If you want to check out Arena, start with some of the recent articles. Here are two that I enjoyed recently, including from my friend Judge Glock on the wild history of Wall Street in the 1980s, or another about the last 250 years of <a href="https://arenamag.com/articles/what-i-would-tell-the-founders-about-american-technology">American technological history.</a> Arena has a new free Substack newsletter (link below). And if you want to get the print magazines, <a href="http://arenamag.com/subscribe">subscribe here.</a></p><div class="embedded-post-wrap" data-attrs="{&quot;id&quot;:187421667,&quot;url&quot;:&quot;https://arenamagazine.substack.com/p/the-great-eighties-wall-street-bonanza&quot;,&quot;publication_id&quot;:6058528,&quot;publication_name&quot;:&quot;Arena Magazine on Substack&quot;,&quot;publication_logo_url&quot;:&quot;https://substackcdn.com/image/fetch/$s_!BHDr!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc308b8d8-7145-4b57-af7f-d293901d87e5_1200x1200.png&quot;,&quot;title&quot;:&quot;The Great Eighties Wall Street Bonanza&quot;,&quot;truncated_body_text&quot;:&quot;&#8220;It was a vast space, perhaps sixty by eighty feet, but with the same eight-foot ceiling bearing down on your head. It was an oppressive space with a ferocious glare, writhing silhouettes, and the roar&#8230;The writhing silhouettes were the arms and torsos of young men, few of them older than forty. They had their suit jackets off. They were moving about in &#8230;&quot;,&quot;date&quot;:&quot;2026-02-10T05:47:00.000Z&quot;,&quot;like_count&quot;:0,&quot;comment_count&quot;:0,&quot;bylines&quot;:[],&quot;utm_campaign&quot;:null,&quot;belowTheFold&quot;:true,&quot;type&quot;:&quot;newsletter&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="EmbeddedPostToDOM"><a class="embedded-post" native="true" href="https://arenamagazine.substack.com/p/the-great-eighties-wall-street-bonanza?utm_source=substack&amp;utm_campaign=post_embed&amp;utm_medium=web"><div class="embedded-post-header"><img class="embedded-post-publication-logo" src="https://substackcdn.com/image/fetch/$s_!BHDr!,w_56,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc308b8d8-7145-4b57-af7f-d293901d87e5_1200x1200.png" loading="lazy"><span class="embedded-post-publication-name">Arena Magazine on Substack</span></div><div class="embedded-post-title-wrapper"><div class="embedded-post-title">The Great Eighties Wall Street Bonanza</div></div><div class="embedded-post-body">&#8220;It was a vast space, perhaps sixty by eighty feet, but with the same eight-foot ceiling bearing down on your head. It was an oppressive space with a ferocious glare, writhing silhouettes, and the roar&#8230;The writhing silhouettes were the arms and torsos of young men, few of them older than forty. They had their suit jackets off. They were moving about in &#8230;</div><div class="embedded-post-cta-wrapper"><span class="embedded-post-cta">Read more</span></div><div class="embedded-post-meta">3 months ago</div></a></div><p>The progress has been inspiring over the last two years, and as more people wake up to the need for optimistic, beautiful media, Arena is going to continue to grow and inspire patriotic Americans.</p><p>Joe</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://arenamag.com/subscribe&quot;,&quot;text&quot;:&quot;Subscribe to Arena Magazine&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://arenamag.com/subscribe"><span>Subscribe to Arena Magazine</span></a></p>]]></content:encoded></item><item><title><![CDATA[Ep 142: Understanding the AI Wave with 8VC's Alex Kolicich & Jack Moshkovich]]></title><description><![CDATA[Listen now | Advances in AI are occurring at a pace we haven&#8217;t seen before in Silicon Valley.]]></description><link>https://blog.joelonsdale.com/p/ep-142-understanding-the-ai-wave</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-142-understanding-the-ai-wave</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Tue, 17 Feb 2026 17:40:22 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/188284895/4f8eedd70abd23fc320e142cd95b6fcf.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Advances in AI are occurring at a pace we haven&#8217;t seen before in Silicon Valley. How do we know what&#8217;s real versus hype? What does it mean for large software incumbents? And how are the top investors and builders thinking about the new possibilities? This week, we talk with two of my partners at 8VC, Alex Kolicich and Jack Moshkovich, who are on the ground working with the leading AI talent to get their perspective on what&#8217;s really happening.</p><p>Alex Kolicich is a Partner at 8VC, where he specializes in IT and Bio-IT investments. Prior, he was a Partner at Formation 8 and worked alongside Peter Thiel at Mithril Capital Management. Alex was also an engineer and early-product advisor at Clarium, Palantir, and Google. Jack Moshkovich began his career at 8VC and helps lead our investment practice alongside Alex out of San Francisco, where he focuses on enterprise software.</p><p>We begin with Silicon Valley&#8217;s most recent technological wave: smart enterprise. In 2013, we published our smart enterprise <a href="https://www.8vc.com/resources/the-smart-enterprise-wave">thesis</a>, predicting the B2B software explosion that drove tremendous value creation over the past decade. Now, we&#8217;re entering the next landmark shift: the AI wave. Learn why AI is fundamentally disruptive (you can find our thesis <a href="https://www.8vc.com/resources/the-ai-wave">here</a>), and the enormous leap from data retrieval to automated decision making and from linear to non-linear problem solving. Next, we dive into the six layers of the AI investment stack, and why we are focused on level five: the application layer. We dissect the tremendous opportunities for AI-native upstarts, as well as the challenges &#8212; and upside &#8212; for smart enterprise pioneers that can reorient around AI. Finally, we discuss some of the key questions in the years ahead: When and where will we see massive productivity gains in the economy? Will LLMs become commodities, or is each frontier model sufficiently differentiated? And are we entering a bubble, or is the AI wave just getting started?</p><div id="youtube2-aETqFYCrIoA" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;aETqFYCrIoA&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/aETqFYCrIoA?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p>00:00 Episode intro</p><p>01:40 Smart enterprise thesis</p><p>04:00 Did enterprise software dramatically boost productivity?</p><p>08:30 Understanding the AI wave</p><p>11:45 Are LLMs becoming commodities? </p><p>17:10 OpenAI vs Anthropic vs Meta vs Grok</p><p>20:30 Frontier models vs enterprise incumbents </p><p>25:20 What did Palantir get right?</p><p>32:30 AI case studies/new possibilities </p><p>43:00 The most surprising aspect of the AI wave </p><p>46:10 Are we entering a bubble? Or just getting started? </p><p>52:40 Biggest concern with AI </p><p>58:00 Biggest reason for optimism</p>]]></content:encoded></item><item><title><![CDATA[Ep 141: AI Hackers Are Here; Cybersecurity Legend Kevin Mandia Is Building the Answer ]]></title><description><![CDATA[Listen now | When Kevin Mandia&#8217;s phone rings, it&#8217;s often a Fortune 500 CEO or government leader with a billion-dollar problem.]]></description><link>https://blog.joelonsdale.com/p/ep-141-ai-hackers-are-here-cybersecurity</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-141-ai-hackers-are-here-cybersecurity</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Wed, 04 Feb 2026 23:02:01 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/186919120/de11fa81afec86c99888f1febdde2cec.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>When Kevin Mandia&#8217;s phone rings, it&#8217;s often a Fortune 500 CEO or government leader with a billion-dollar problem. How did he become the go-to expert in cybersecurity? What new threats from AI led him back into the arena? And what is he building to protect the good guys?</p><p>Kevin began his career in the U.S. Air Force, defending the U.S. military from some of the earliest cyber attacks. He went on to found and lead Mandiant, scaling it into an industry leader which Google acquired in 2022 for over $5 billion. In 2013, he famously exposed China&#8217;s massive state-sponsored cyber espionage inside America. Kevin has also served on the National Security Telecommunications Advisory Committee (NSTAC) and the CISA Cybersecurity Advisory Committee. He recently launched Armadin to address new AI possibilities in the cyber domain.</p><p>To begin, Kevin takes us behind the scenes of the early cyber skirmishes in the 1990s, and what it was like confronting some of the first cyber incursions from Russia and China, as well as the rise of criminal cyber enterprises. In the early 2000s, Kevin noticed glaring gaps in conventional antivirus approaches and launched Mandiant. Learn how he quickly became the first person that CEOs and governments would call if they&#8217;d been hacked. After scaling Mandiant and exiting to Google, Kevin is now back in the arena building cutting-edge solutions to new AI cyber threats. He explains the dramatic increase in the productivity and sophistication of AI agents, and why it&#8217;s upending how we build cyber defenses. Find out what he&#8217;s most worried about in 2026, and what steps governments and CEOs need to take to secure their networks and infrastructure.</p><div id="youtube2-NJ_vGrXZVTM" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;NJ_vGrXZVTM&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/NJ_vGrXZVTM?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p>0:00 Episode intro</p><p>01:30 Kevin's journey into cyber; early attacks from Russia &amp; China </p><p>05:00 The evolution of cyber espionage and crime</p><p>08:00 Founding Mandiant; why Fortune 500 CEOs call Kevin </p><p>13:30 What's it like getting hacked by Russia? </p><p>21:30 AI hackers are here; Kevin's warning </p><p>27:00 Protecting critical infrastructure; harnessing AI for cyber defense </p><p>31:30 Engineers vs AI agents </p><p>36:40 Optimism for the future</p>]]></content:encoded></item><item><title><![CDATA[Ep 140: SEC Chairman Paul Atkins on Making IPOs Great Again, Crypto's Comeback & New Rules for Retail Investors ]]></title><description><![CDATA[Listen now | America&#8217;s capital markets are the envy of the world, but in recent years, misguided policies have driven innovation offshore and stifled the number of companies going public.]]></description><link>https://blog.joelonsdale.com/p/ep-140-sec-chairman-paul-atkins-on</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-140-sec-chairman-paul-atkins-on</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Mon, 26 Jan 2026 19:42:07 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/185873318/dac1c5b665d463290c3ff4dc006c260a.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>America&#8217;s capital markets are the envy of the world, but in recent years, misguided policies have driven innovation offshore and stifled the number of companies going public. SEC Chairman Paul Atkins is reversing course. What&#8217;s his plan to make IPOs great again? What will it take for America to become the crypto capital of the world? And does he think we should expand access to private markets for retail investors?</p><p>This week, we&#8217;re honored to feature a conversation with Paul Atkins, Chairman of the Securities and Exchange Commission. He also served as a commissioner at the SEC from 2002 to 2008, and worked on the staff of two SEC chairmen from 1990 to 1994. Prior to returning to the SEC in 2025, Chairman Atkins was the founder and chief executive of Patomak Global Partners, a financial services firm he founded in 2009.</p><p>We begin with Chairman Atkins&#8217; visit to Texas, the significance of Texas&#8217; new business courts, and the importance of innovation in our financial markets. Whereas his predecessor, Gary Gensler, took an adversarial, regulation-by-enforcement approach, he&#8217;s embracing new technologies and regulatory clarity. In this vein, the Chairman lays out his strategy for making IPOs great again. Learn why the number of public companies has dropped by nearly half since 2007, and how Chairman Atkins is reforming the rules around litigation and corporate governance to deter activists from harassing America&#8217;s builders. We also discuss President Trump&#8217;s vision for making America the crypto capital of the world, and what it looks like to provide clear guidelines that promote innovation and protect investors. Finally, we explore the steps he&#8217;s taking to enable retail investors to access private markets and other alternative assets.</p><div id="youtube2-7Cb19tOA0p4" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;7Cb19tOA0p4&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/7Cb19tOA0p4?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p>0:00 Episode intro</p><p>1:35 Texas' new business courts / evolution of U.S. markets</p><p>7:20 The SEC's new approach to crypto </p><p>16:00 Making IPOs and public companies great again</p><p>25:00 Weaponization of shareholder proposals and ESG</p><p>32:10 National security concerns / China's bad actions</p><p>36:30 New rules for retail investors &amp; private companies </p><p>44:35 Optimism for America's future</p>]]></content:encoded></item><item><title><![CDATA[Ep 139: Make Government Beautiful & Functional Again with America's Chief Design Officer Joe Gebbia ]]></title><description><![CDATA[Listen now | First, he digitized the entire federal retirement process, cutting it from six months to a few days. Now, he&#8217;s overhauling the U.S. government&#8217;s online presence, one website at a time. And Joe Gebbia has been in Washington, D.C. less than a year!]]></description><link>https://blog.joelonsdale.com/p/ep-139-make-government-beautiful</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-139-make-government-beautiful</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Tue, 20 Jan 2026 20:38:27 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/180810437/275fa5940b585da398c5f152062b6f86.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>First, he digitized the entire federal retirement process, cutting it from six months to a few days. Now, he&#8217;s overhauling the U.S. government&#8217;s online presence, one website at a time. And Joe Gebbia has been in Washington, D.C. less than a year! Learn why he stepped up to serve, and the impact our best minds can have on D.C., in a conversation with our nation&#8217;s first Chief Design Officer.</p><p>As co-founder of Airbnb, Joe turned a living-room experiment into a multi-billion dollar global brand. Then, he launched Samara, helping homeowners reimagine their yards with state-of-the-art Accessory Dwelling Units. He also sits on the boards of Airbnb, Airbnb.org, and Tesla. Last February, he joined Elon Musk and the DOGE team in D.C. to overhaul retirement for federal workers, before setting his sights on modernizing the nation&#8217;s 27,000 .gov websites.</p><p>We begin with Joe&#8217;s journey to D.C., and how a former Democrat came to support President Trump and take on problems that have plagued government for decades. His first challenge: federal retirement and &#8220;the mine&#8221; &#8212; a storage facility inside a Pennsylvania mountain that houses all federal employees&#8217; retirement paperwork. Learn how Joe worked alongside career civil servants to transform a broken, six-month slog into a digital-only process that takes mere days. Now, he&#8217;s set his sights even higher: overhauling the government&#8217;s digital portals and delivering an Airbnb-like experience, starting with the <a href="https://trumpcard.gov/">Trump Gold Card</a>, <a href="http://trumprx.gov/">TrumpRX.gov</a>, and, more recently, <a href="https://realfood.gov/">RealFood.gov</a> and <a href="http://trumpaccounts.gov/">TrumpAccounts.gov</a>. We go inside the Oval Office and Joe reveals his conversations with Pres. Trump on the importance of aesthetics, functionality, and design. Drawing inspiration from President Nixon&#8217;s beautification initiative, he worked with Pres. Trump to launch the government&#8217;s first digital makeover. It&#8217;s inspiring to see Joe&#8217;s leadership, and if you, or someone you know, wants to join his elite team of designers and engineers, there are a <a href="https://ndstudio.gov/">few spots</a> remaining.</p><div id="youtube2-1sEsOpHb3w0" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;1sEsOpHb3w0&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/1sEsOpHb3w0?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p></p><p>00:00 Episode intro</p><p>01:15 Lifelong Democrat to Trump White House</p><p>07:50 Text from Elon / Joining DOGE</p><p>10:20 &#8220;The Mine&#8221; &amp; fixing federal retirement </p><p>13:50 &#8220;What if we did it in a week?&#8221; </p><p>21:45 What happened to DOGE?</p><p>23:30 Becoming America&#8217;s Chief Design Officer</p><p>26:45 Inside the Oval Office with Pres. Trump</p><p>31:00 Fixing 27,000 .gov websites </p><p>34:00 Making America beautiful &amp; functional again</p><p></p>]]></content:encoded></item><item><title><![CDATA[Ep 138: AI, Space-Based Interceptors & the Bleeding Edge of Warfare with Pentagon R&D Chief Emil Michael ]]></title><description><![CDATA[Listen now | Emil Michael directs the U.S. military's research and development of advanced technologies.]]></description><link>https://blog.joelonsdale.com/p/ep-138-ai-space-based-interceptors</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-138-ai-space-based-interceptors</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Fri, 09 Jan 2026 14:39:43 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/183926273/b6e3d6d07e39ed1039425f615aac661f.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Emil Michael directs the U.S. military&#8217;s research and development of advanced technologies. Previously, he led global business growth for Uber &#8212; one of the fastest moving organizations in Silicon Valley history. Can he bring that startup speed to the Department of War? What are the six critical areas of innovation he&#8217;s prioritizing? And how is he investing in these key technologies to bolster the defense industrial base?</p><p>We&#8217;re honored to go inside the Pentagon for a special episode with Emil Michael, Chief Technology Officer and Under Secretary of War for Research &amp; Engineering. He oversees the Defense Advanced Research Projects Agency (DARPA), the Office of Strategic Capital, and other critical organizations. Prior, he helped scale multiple businesses, including D-Wave Systems, Tellme Networks, and Uber Technologies. Earlier in his career, he also served as a White House Fellow and later on the Defense Business Board.</p><p>We begin with Emil&#8217;s decision to join the Trump administration, and why he believes this is a generational opportunity to transform the culture and pace of innovation inside the Pentagon. Learn how he rolled out GenAI.mil (Google&#8217;s Gemini) to the entire force &#8212; roughly three million people &#8212; in a matter of months. Next, we dive into his decision to pare down the all-important Critical Technologies List, which drives the Pentagon&#8217;s R&amp;D spending, from 14 areas to six. Then, we discuss the Department&#8217;s shift to a &#8220;commercial first&#8221; approach and what that means for the defense industrial base. Finally, we cover his priorities for the Office of Strategic Capital, plus how he&#8217;s thinking about talent and encouraging our best and brightest to step up and serve the country.</p><p>[NOTE: This episode was recorded prior to the United States capture and extradition of Nicolas Maduro]</p><div id="youtube2-U3ZqGHLxlQ0" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;U3ZqGHLxlQ0&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/U3ZqGHLxlQ0?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p>00:00 Episode intro</p><p>01:40 Time to disrupt the Pentagon</p><p>04:20 What did you learn from your first threat briefing? </p><p>06:30 Can you bring Uber speed to Dept of War? </p><p>08:45 Redefining the Critical Technologies List </p><p>13:30 Hypersonics and Golden Dome</p><p>18:00 Commercial first approach and changing the culture </p><p>23:00 How to recruit the best talent into government </p><p>28:45 Optimism for the future</p><p></p>]]></content:encoded></item><item><title><![CDATA[Ep 137: Gov. Chris Sununu on AI vs Harvard, DOGE 2.0, and a Balanced Budget Amendment to the Constitution ]]></title><description><![CDATA[Listen now | Chris Sununu is an MIT-educated engineer who won four terms as governor of New Hampshire.]]></description><link>https://blog.joelonsdale.com/p/ep-137-gov-chris-sununu-on-ai-vs</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-137-gov-chris-sununu-on-ai-vs</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Tue, 30 Dec 2025 19:08:28 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/182985866/a3c509287fb4574818726b25b126d4dd.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Chris Sununu is an MIT-educated engineer who won four terms as governor of New Hampshire. Now, he's leading the charge for a balanced budget amendment to the U.S. Constitution. What are his key lessons in political leadership? Why is he telling Harvard students to be wary of AI? And are real fiscal constraints on Washington, D.C. close to becoming reality?  <br><br>The former governor of New Hampshire, Chris Sununu is now the President and CEO of Airlines for America and National Chair and Board Member of Balanced Budget Now, which has secured 27 of 34 states required to call a convention for a constitutional amendment. They're on the cusp of landing several more states and closing in on a convention of states, which he hopes will pressure Congress to step in and pass an amendment through the traditional process. This is a generational opportunity to upend how D.C. operates; my friends and I are supporting their work and hope you will too. <br><br>We begin with Gov. Sununu's path to politics, and how he succeeded in lowering taxes, expanding school choice, and combating an opioid epidemic with a sharply divided state legislature.  Next, we talk about the right political strategies for cutting wasteful spending, lessons from DOGE, and what he would do differently to make DOGE an enduring movement.  Then, we dive into his efforts to get a balanced budget amendment across the finish line. Learn why nearly all states (even California, albeit it plays games with pension math) have a balanced budget requirement and what it will take to get D.C. on board. Finally, we discuss the AI revolution and why he's bullish on plumbers and welders over students pursuing "elite" white-collar professions. As Gov. Sununu suggests, more tradespeople and fewer lawyers might not be a bad thing for our society. </p><div id="youtube2-EVZdkY7EoNA" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;EVZdkY7EoNA&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/EVZdkY7EoNA?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p>00:00 Episode intro</p><p>01:34 MIT engineer turned governor </p><p>06:35 Fighting special interests </p><p>12:50 Lessons from DOGE </p><p>16:37 Forcing a Balanced Budget Amendment</p><p>26:00 AI and welders vs lawyers </p><p>29:00 Making a Balanced Budget Amendment a reality</p>]]></content:encoded></item><item><title><![CDATA[Ep 136: OPM Director Scott Kupor on Launching the U.S. Tech Force & Bringing Merit Back to Government]]></title><description><![CDATA[Listen now | This week, OPM Director Scott Kupor launched the U.S. Tech Force to recruit an elite cohort of engineering talent into the federal government.]]></description><link>https://blog.joelonsdale.com/p/ep-136-opm-director-scott-kupor-on</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-136-opm-director-scott-kupor-on</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Thu, 18 Dec 2025 02:09:09 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/181948344/06be860a4b5ce28f7305b9e3810078c8.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>This week, OPM Director Scott Kupor launched the U.S. <a href="https://techforce.gov/">Tech Force</a> 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&#8217;s entire presidency?</p><p>We&#8217;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 &#8220;<a href="https://www.amazon.com/Secrets-Sand-Hill-Road-Venture/dp/059308358X">Secrets of Sand Hill Road</a>,&#8221; a definitive guide for raising capital and navigating the startup world.</p><p>We begin our conversation with the importance of Tech Force &#8212; 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&#8217;s career in Silicon Valley, how he helped build a16z from the ground up, and the lessons he&#8217;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 &#8212; this could be one of the most consequential achievements of the Trump entire presidency!</p><div id="youtube2-GYV6XP0HSBU" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;GYV6XP0HSBU&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/GYV6XP0HSBU?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p><p></p>]]></content:encoded></item><item><title><![CDATA[Ep 135: Philip Howard on Saving the American Spirit]]></title><description><![CDATA[Listen now | For decades, Philip Howard has been sounding the alarm: our government is broken, and tinkering around the edges won&#8217;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?]]></description><link>https://blog.joelonsdale.com/p/ep-135-philip-howard-on-saving-the</link><guid isPermaLink="false">https://blog.joelonsdale.com/p/ep-135-philip-howard-on-saving-the</guid><dc:creator><![CDATA[Joe Lonsdale]]></dc:creator><pubDate>Thu, 11 Dec 2025 18:10:24 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/181354075/941519b4bea6904f06d4528589aa3bfb.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>For decades, Philip Howard has been sounding the alarm: our government is broken, and tinkering around the edges won&#8217;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?</p><p>Philip is the Founder of the Common Good, best-selling author, and one of the leaders in government and legal reform. His book &#8220;<a href="https://www.amazon.com/Death-Common-Sense-Suffocating-America/dp/0812982746">The Death of Common Sense</a>&#8221; became a powerful force for bipartisan reforms in the 1990s between President Bill Clinton and Congressional Republicans. I&#8217;ve followed his work for many years, and his newest book, &#8220;<a href="https://www.amazon.com/Saving-Can-Do-Revive-Spirit-America/dp/1957588403">Saving Can-Do</a>,&#8221; offers important frameworks for injecting accountability and human judgement back into governance.</p><p>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 &#8220;can-do&#8221; 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.</p><div id="youtube2-dWwE5Vk2OFA" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;dWwE5Vk2OFA&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/dWwE5Vk2OFA?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://blog.joelonsdale.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://blog.joelonsdale.com/subscribe?"><span>Subscribe now</span></a></p>]]></content:encoded></item></channel></rss>