Podchemy

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Recent episodes

Lex Fridman Podcast

#491 – OpenClaw: The Viral AI Agent that Broke the Internet – Peter Steinberger

Peter Steinberger is the creator of OpenClaw, an open-source AI agent framework that’s the fastest-growing project in GitHub history. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep491-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/peter-steinberger-transcript CONTACT LEX: Feedback – give feedback to Lex: https://lexfridman.com/survey AMA – submit questions, videos or call-in: https://lexfridman.com/ama Hiring – join our team: https://lexfridman...

Feb 12, 2026

48 min read

Works in Progress Podcast

Inflation in Rome, Weimar Germany and Soviet Russia with Mark Koyama

People hate inflation. It undermines faith in the government so people obstruct policies that require faith in the state, like nuclear power, and in democracies it drives them to vote for extremist parties. Ben and Pieter sit down with economic historian Mark Koyama and discuss the fallout of historical inflation crises from the Roman Empire to Weimar Germany. Ben reveals his hidden libertarian 'Gold Bug' tendencies.

Feb 11, 2026

24 min read

Works in Progress Podcast episode artwork

Business Breakdowns

Cloudflare: Leading Cybersecurity

Today we are breaking down the cybersecurity giant, Cloudflare. Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second. My guest is Sam Eden, Investor at Square Peg’s Global Tech Fund. And while I understood on the surface what Cloudflare does, Sam helped me get into the weeds on how the digital pipes actually work. So we go through the rise of Cloudflare and how they differentiated themselves vs. the incumbents and fellow upstarts. Through this story, Sam details the product offerings that led to...

Feb 11, 2026

25 min read

Tetragrammaton with Rick Rubin

BIll Gurley

Bill Gurley is a venture capitalist and longtime general partner at Benchmark, where he has backed companies such as Uber, Zillow, and Grubhub. He began his career as a Wall Street research analyst before transitioning into venture capital, building a reputation for deep, first‑principles analysis of technology businesses. He also writes the blog Above the Crowd, where he publishes essays on the evolution and economics of high technology businesses. His upcoming book, Runnin’ Down a Dream: How to Thrive in a Career You Actually Love, draws on his eclectic career path to offer a playbook for navigating risk, oppo...

Feb 11, 2026

41 min read

Tetragrammaton with Rick Rubin episode artwork

Monetary Matters with Jack Farley

The “Climax Top” In Gold & Silver | Milton Berg, Turning Point Master, on Precious Metals, Bitcoin, and Disturbing December Warning In Stocks

Learn more about the Fundrise Income Fund here: https://Fundrise.com/mm Recorded in February 6th 2026, technical analyst Milton Berg returns to discuss his market outlook after correctly predicting the major market bottom in April 2025. Although his long-term retail model remains 100% long equities until a specific 8% drawdown occurs, Berg reveals that his institutional portfolio is currently net short across major indices. This bearish institutional stance is driven by rare technical anomalies, including a "disturbing" volatility signal from December and a historic "island reversal" pattern in the Russell 2000. Berg admits the current market...

Feb 10, 2026

49 min read

Monetary Matters with Jack Farley episode artwork

Lex Fridman Podcast

#491 – OpenClaw: The Viral AI Agent that Broke the Internet – Peter Steinberger

Peter Steinberger is the creator of OpenClaw, an open-source AI agent framework that’s the fastest-growing project in GitHub history. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep491-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/peter-steinberger-transcript CONTACT LEX: Feedback – give feedback to Lex: https://lexfridman.com/survey AMA – submit questions, videos or call-in: https://lexfridman.com/ama Hiring – join our team: https://lexfridman...

Feb 12, 2026

48 min read

Works in Progress Podcast

Inflation in Rome, Weimar Germany and Soviet Russia with Mark Koyama

People hate inflation. It undermines faith in the government so people obstruct policies that require faith in the state, like nuclear power, and in democracies it drives them to vote for extremist parties. Ben and Pieter sit down with economic historian Mark Koyama and discuss the fallout of historical inflation crises from the Roman Empire to Weimar Germany. Ben reveals his hidden libertarian 'Gold Bug' tendencies.

Feb 11, 2026

24 min read

Business Breakdowns

Cloudflare: Leading Cybersecurity

Today we are breaking down the cybersecurity giant, Cloudflare. Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second. My guest is Sam Eden, Investor at Square Peg’s Global Tech Fund. And while I understood on the surface what Cloudflare does, Sam helped me get into the weeds on how the digital pipes actually work. So we go through the rise of Cloudflare and how they differentiated themselves vs. the incumbents and fellow upstarts. Through this story, Sam details the product offerings that led to...

Feb 11, 2026

25 min read

Tetragrammaton with Rick Rubin

BIll Gurley

Bill Gurley is a venture capitalist and longtime general partner at Benchmark, where he has backed companies such as Uber, Zillow, and Grubhub. He began his career as a Wall Street research analyst before transitioning into venture capital, building a reputation for deep, first‑principles analysis of technology businesses. He also writes the blog Above the Crowd, where he publishes essays on the evolution and economics of high technology businesses. His upcoming book, Runnin’ Down a Dream: How to Thrive in a Career You Actually Love, draws on his eclectic career path to offer a playbook for navigating risk, oppo...

Feb 11, 2026

41 min read

Monetary Matters with Jack Farley

The “Climax Top” In Gold & Silver | Milton Berg, Turning Point Master, on Precious Metals, Bitcoin, and Disturbing December Warning In Stocks

Learn more about the Fundrise Income Fund here: https://Fundrise.com/mm Recorded in February 6th 2026, technical analyst Milton Berg returns to discuss his market outlook after correctly predicting the major market bottom in April 2025. Although his long-term retail model remains 100% long equities until a specific 8% drawdown occurs, Berg reveals that his institutional portfolio is currently net short across major indices. This bearish institutional stance is driven by rare technical anomalies, including a "disturbing" volatility signal from December and a historic "island reversal" pattern in the Russell 2000. Berg admits the current market...

Feb 10, 2026

49 min read