Podchemy

Insightful notes from podcasts you love

Recent episodes

Founders

The Singular Life of Rick Rubin

There's no one like Rick Rubin. He's a legendary music producer known for his minimalist approach and relentless pursuit of greatness. This episode is what I learned from reading ⁠Rick Rubin: In The Studio⁠ by Jake Brown. Episode sponsors: ⁠ Ramp⁠⁠⁠⁠⁠⁠⁠ gives you everything you need to control spend, watch your costs, and optimize your financial operations —all on a single platform. Make history's greatest entrepreneurs proud ⁠⁠⁠by going to Ramp and learning how they can help your business control your costs and save time and money.⁠⁠⁠ ⁠⁠⁠ Go to Ramp.com to learn how they can help your business save time and mon...

Jan 16, 2026

29 min read

Relentless

WTF is happening at xAI | Sulaiman Ghori

How Elon deals w fires, how xAI built their Colossus data center in 122 days, and why it's important to challenge requirements.

Jan 15, 2026

27 min read

Infinite Loops

Tomás Pueyo — Explaining the World Through Geography, History and Data (EP. 297)

Tomás Pueyo, the French-Spanish engineer and writer behind the successful "Uncharted Territories" Substack, joins us to dismantle the invisible forces that shape our history and future. We cover why humans are horrible at understanding exponential change, the geographical advantages of the U.S, why the Luddites might have been right, the "social media politician" of the future, why education is mostly signaling, and how air conditioning and mosquito eradication could change the destiny of nations. Important Links: Tomas's Website X / Twitter LinkedIn Substack: Uncharted Territories YouTube Channel

Jan 15, 2026

28 min read

Odd Lots

How to Make Money From the Booming Demand for Energy

One thing we can all agree on is that demand for energy, and in particular electricity, is growing by leaps and bounds. But past that, there is going to be a debate about who is best positioned, and who will really make money from this trend. Will it be companies digging up raw commodities? Will it be equipment companies? Will it be pipelines? Will it be utilities? On this episode of the podcast, we speak with Tyler Rosenlicht, a Senior Vice President Cohen & Steers. He is a portfolio manager for Global Listed Infrastructure and the firm's head of Natural Resource Equities. We talk about the general ideas behind infrastructure investing, how it works, how it's changed, and how he thinks about the ongoing boom in energy demand. Read more:JPMorgan, Brookfield See Deals Revival for Clean Energy AssetsMideast Energy Fund Plans PE Push to Drive Wave of Deals Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at  bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.

Jan 15, 2026

21 min read

The Network State Podcast

#30 - Dan Wang

Dan Wang is the author of Breakneck and a Research Fellow at the Hoover History Lab at Stanford. We analyze why China has become the Engineering State while America has become the Lawyerly State. We cover the discontinuity between Mao and Deng, the "fake economy," the self-sabotage of both superpowers, and the debate on whether Bitcoin is the true rival to the CCP. If you're interested in these topics, you'll like Network School. Apply online at https://ns.com.

Jan 15, 2026

27 min read

The Network State Podcast episode artwork

Founders

The Singular Life of Rick Rubin

There's no one like Rick Rubin. He's a legendary music producer known for his minimalist approach and relentless pursuit of greatness. This episode is what I learned from reading ⁠Rick Rubin: In The Studio⁠ by Jake Brown. Episode sponsors: ⁠ Ramp⁠⁠⁠⁠⁠⁠⁠ gives you everything you need to control spend, watch your costs, and optimize your financial operations —all on a single platform. Make history's greatest entrepreneurs proud ⁠⁠⁠by going to Ramp and learning how they can help your business control your costs and save time and money.⁠⁠⁠ ⁠⁠⁠ Go to Ramp.com to learn how they can help your business save time and mon...

Jan 16, 2026

29 min read

Relentless

WTF is happening at xAI | Sulaiman Ghori

How Elon deals w fires, how xAI built their Colossus data center in 122 days, and why it's important to challenge requirements.

Jan 15, 2026

27 min read

Infinite Loops

Tomás Pueyo — Explaining the World Through Geography, History and Data (EP. 297)

Tomás Pueyo, the French-Spanish engineer and writer behind the successful "Uncharted Territories" Substack, joins us to dismantle the invisible forces that shape our history and future. We cover why humans are horrible at understanding exponential change, the geographical advantages of the U.S, why the Luddites might have been right, the "social media politician" of the future, why education is mostly signaling, and how air conditioning and mosquito eradication could change the destiny of nations. Important Links: Tomas's Website X / Twitter LinkedIn Substack: Uncharted Territories YouTube Channel

Jan 15, 2026

28 min read

Odd Lots

How to Make Money From the Booming Demand for Energy

One thing we can all agree on is that demand for energy, and in particular electricity, is growing by leaps and bounds. But past that, there is going to be a debate about who is best positioned, and who will really make money from this trend. Will it be companies digging up raw commodities? Will it be equipment companies? Will it be pipelines? Will it be utilities? On this episode of the podcast, we speak with Tyler Rosenlicht, a Senior Vice President Cohen & Steers. He is a portfolio manager for Global Listed Infrastructure and the firm's head of Natural Resource Equities. We talk about the general ideas behind infrastructure investing, how it works, how it's changed, and how he thinks about the ongoing boom in energy demand. Read more:JPMorgan, Brookfield See Deals Revival for Clean Energy AssetsMideast Energy Fund Plans PE Push to Drive Wave of Deals Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at  bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.

Jan 15, 2026

21 min read

The Network State Podcast

#30 - Dan Wang

Dan Wang is the author of Breakneck and a Research Fellow at the Hoover History Lab at Stanford. We analyze why China has become the Engineering State while America has become the Lawyerly State. We cover the discontinuity between Mao and Deng, the "fake economy," the self-sabotage of both superpowers, and the debate on whether Bitcoin is the true rival to the CCP. If you're interested in these topics, you'll like Network School. Apply online at https://ns.com.

Jan 15, 2026

27 min read