Keri Findley, founder of Thiel-Backed fund Tacora Capital, shares a rare glimpse into her life and career: her path to Wall Street, eventually becoming one of the youngest partners at hedge fund Third Point while building its structured credit business from scratch, founding Tacora Capital with Peter Thiel anchoring the first fund as his biggest check ever.

Along with wild success comes a target on your back and Keri reflects on difficult moments of litigation, divorce, and betrayal that ultimately informed her outlook on life. She pulls back the curtain on Wall Street: big wins, pressure, risk, and competition. We discuss venture credit, what contrarian investing actually looks like, the AI boom, today's tumultuous private credit markets, and what it means to be a high-ethics person in business.

TIMESTAMPS:

00:00 – From Columbia grad to Third Point partner: building a trading desk at 25

03:30 – Discovering Wall Street by accident and landing at Morgan Stanley

06:00 – The 2008 financial crisis and making her first high-stakes trades

10:00 – Hedge fund life: massive trades, pressure, and doubling money in mortgage bonds

14:00 – Wall Street rivalries and the fallout with Morgan Stanley 18:00 – The Bloomberg article

22:00 – Calling Alex Spiro and discovering the investigation might not exist

24:00 – Peter Thiel offering to fund the entire first fund and founding Tacora Capital

36:00 – Silicon Valley venture capital, AI hype, and herd mentality in investing

46:00 – The dark side of startups: unethical founder behavior and financial fraud

55:00 – Carrie’s advice to her 21-year-old self: resilience, integrity, and ignoring titles

Moxie Marlinspike founded Signal, the nonprofit privacy messenger used by millions. He’s now building Confer, a fully private, end-to-end encrypted AI chat. This conversation covers everything.TIMESTAMPS:00:00 Intro 01:09 Building Physical World Projects Centered on Experiences07:43 Tales from Hitchhiking15:04 The Birth of Signal22:23 Privacy in the Digital Age31:21 Introducing Confer: Private AI Chat37:17 Generative AI and Developer Responsibility38:21 Encryption and Cryptography: A Historical Perspective39:15 Skepticism Towards Crypto41:24 The Impact of Self-Publishing and Cancel Culture44:01 Imagining MoxieLand49:41 Why Do Conspiracy Theories Exist58:00 Signal Gate1:02:30 Limits of Solo Ambitions1:05:09 Solving Aging1:09:00 Moxie’s Next Physical World Project FOLLOW:Follow MoxieSign up for ConferFollow SabrinaPlease support this show by subscribing!

Ken Liu: Renowned sci-fi author of The Paper Menagerie, The Hidden Girl and Other Stories, and his new book All That We See or Seem; producer of Pantheon; futurist who works with world governments to prepare for what’s ahead.

TIMESTAMPS:

(0:00) Introduction

(1:41) Mechanism vs meaning: what science explains vs what stories explain

(5:47) What is consciousness, really?

(6:42) Psychedelics and the mystery of the mind

(7:55) Can intelligence exist without consciousness?

(12:10) How mind-uploading might actually work (and the Singularity)

(19:15 — Falling in love with AI - why “imaginary companions” aren’t new

(23:40) Modern day myths around romantic love

(27:15) Preservation vs. transformation of humanity

(32:37) When technical skill disappears: what is craft?

(40:00) When using AI actually makes us feel more human

(41:05) Writing, imagination, and “All That We See or Seem”

(47:35) Dreams, reality, and how we know what’s real

(54:45) Privacy in an age of digital selves

(58:03) Data, the commons, and how knowledge should be shared

Follow Ken: https://x.com/kyliu99

Buy his new book All That We See or Seem : https://www.amazon.com/All-That-Seem-Julia-Novel/dp/1668083175

• When will AI become conscious and how would we even know if it did? We talk about the decoupling of intelligence and consciousness in today's LLMs, and the ethical questions in regulating models.

• Ken walks me through a thought experiment to understand the singularity: what uploading our minds might actually look like, a theme explored in his Netflix series Pantheon. If we replace our minds piece by piece with silicon, at what point do “we” disappear?
• In the age of AI, when many technical skills are made obsolete, who are the experts of craft?
• We explore why falling in love with AI may be grounded in our religious history, and is an act of falling in love with our own reflection.
• We discuss how phones have killed daydreaming and access to the collective unconscious, and the mysteries of psychedelics, natural intelligence, and the universe at large.
• “We are willing to die for the sake of a story. In fact, it’s the only thing humans have ever willingly died for.” Most of human life, Ken argues, has two levels of explanation: 1.Evolution & 2.Stories — the way we make sense of the world and find meaning in it.

Isabelle Boemeke went from Brazilian model to the internet’s most creative nuclear advocate who led the largest pro nuclear rally in US history. In this episode, we talk about nuclear energy's wild history, political drama, and what America’s energy grid needs to look like to keep up with the future demands.

Shownotes:

0:00 : Introduction

1:37 : Growing up in rural Brazil

3:44 : Getting to the United States

5:15 : Reading Richard Dawkins, getting involved in the climate movement, learning about nuclear

12:05 : A historical deep dive: What went wrong with nuclear energy?

24:32 : What really happened at Three Mile Island and Chernobyl - separating fear from facts.

30:43 : Deaths from Nuclear Vs. Fossil Fuels

37:15 : Nuclear Proliferation Risk

42:17 : Gaps in the US supply chain & AI’s need for more energy

49:40 : Promise vs. reality of SMRs (Small modular reactors)

54:54 : Designing energy grid for the US

59:10 : Why are Germany, Taiwan, and Australia shutting down nuclear energy programs?

1:02:10 : Saving California’s last nuclear plant Diablo Canyon

1:08:24 : Today’s nuclear renaissance

Isa Fulford is only a few years out of school and is already the mind behind Deep Research and ChatGPT Agent - two of the most important and ambitious projects at OpenAI. She’s a close friend from our Stanford days, someone I adore, and someone the world is going to hear a lot more about in coming years.

We talk about how her upbringing and violin training shaped the discipline behind her professional work. Isa breaks down how these systems were built, how they think, and where AI is heading, from agents talking to agents to a future where humans guide the work instead of doing it.SHOWNOTES:

0:00 Introduction

1:50 Early life, math, music, and discipline

4:40 Stanford, Journey into AI, & joining OpenAI

7:15 Deep Research, building datasets, & early indications

11:35 Building ChatGPT Agent

13:47 What comes next from OpenAI?

15:58 Personal Use of AI

16:40 Future of Internet + Agent Communication

19:03 Personal AI agents

20:06 Safety Risks 22:44 AGI

24:03 Agents for personal growth

25:00 How AI is changing the way we work

27:43 Talent war and poaching

28:30 Lessons from Sam Altman: raise ambition level

30:18 Rapid questions

EPISODE LINKS:

YouTube: https://www.youtube.com/@SabrinaHalper

Apple Podcasts: https://podcasts.apple.com/us/podcast/sabrina-halper-show/id1627753991

Richard Ngo is a leading AI philosopher and researcher, formerly at OpenAI and DeepMind. We discuss what life looks like once we have AGI and how every aspect of the human experience could change.

TIMESTAMPS

00:00 – Introduction

01:44 – Technology as an Inequality Engine

03:52 – AI as a Personal Tutor vs. Distraction Machine

06:11 – Therapy, Coaching, and Emotional Mediation

09:16 – The Future of Work and the Socio-Political Economy

13:15 – Relationships, Intimacy, and AI Companions

19:03 – Marriage Decline and the Birth Rate Crisis

22:15 – Speed of Change and Political Control

23:55 – Human Augmentation and Speciation

30:52 – Comparing Artificial Intelligence to Natural Intelligence

35:57 – Religion, Continuity, and Identity in the Future

37:26 – China vs. the U.S. in AI Governance

39:39 – Why Richard Left OpenAI

43:43 – Drones, Simulation, Power, and More

In this episode, Sabrina Halper sits down with DAOuda Leonard, Grimes' manager and founder of music tech studio CreateSafe, which just launched its generative AI-powered platform Triniti. Triniti enables artists to create an AI voice clone, generate text-to-audio samples, ask a chatbot music industry-related questions, monetize creations and manage music IP.

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Socials👇

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