Speakers in the public record
Claim mix
evaluation 7belief 5recommendation 2uncertainty 2prediction 2preference 1
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
The useful parts, with receipts.
19 published records
“If you're investing in a medical devices company, you probably don't want a founder who just cannot focus on anything except the product because there are rules and norms they have to follow and it gets bad if all they're focused on is this one element.”
- Publisher
- Dwarkesh Podcast
“On the other hand, reading the story battle to battle, a lot of it actually is basically this Ponzi scheme where every time he conquers a city he gets enough loot to pay off the people he hired to help him conquer the city and then has to move to the next city because they want to get paid again.”
- Publisher
- Dwarkesh Podcast
“I think that if they tried to do something like that, they would wire the money from an account that didn't have any money in it or something or send it to the wrong account.”
- Publisher
- Dwarkesh Podcast
“I think a lot of people who are close to that tier and have some of the same personality types are in sales and corporate development and stuff like that where they're building a big network, they are constantly building out this giant levered balance sheet of favors.”
- Publisher
- Dwarkesh Podcast
“I don't know how someone would trade differently or invest differently if they had a really strong acid trip or took ecstasy or something.”
- Publisher
- Dwarkesh Podcast
“First, how can somebody be long AI but hedge for the possibility that Taiwan will be invaded? So, I don't know if I should put money into TSMC but I know that GPUs are going to be the next big thing or are going to be very important in the future.”
- Publisher
- Dwarkesh Podcast
“I guess the bet would be that Korea is the country most likely to catch up to Taiwan today if Taiwan is no longer an option. But if you're trying to make the AI bet conditional on Taiwan bet, I think a lot of what you want to do is actually think about how you underwrite the Taiwan invasion bet because that's probably the thing with the bigger long term impact.”
- Publisher
- Dwarkesh Podcast
“There's probably been some element of luck but over time the luck starts to wash out hopefully. But the younger you go, and this is probably just my experience of having kids, if you talk to your kids every day about multiplication they will start doing multiplication at a pretty early age and it's not that they are really really smart and they got to multiplication a couple years early.”
- Publisher
- Dwarkesh Podcast
“I think you can look at other countries and try to see what threads of continuity there are between the pre-war and post-war order.”
- Publisher
- Dwarkesh Podcast
“I think that gets especially dangerous with really smart people because you can give them a set of first principles and they can ask really really interesting questions and come up with edge cases.”
- Publisher
- Dwarkesh Podcast
“I think that's something that EA should take seriously as an observation, as a design pattern for societies, that you typically don't want the people in charge to be the most fanatical people and because EA beliefs tend to correlate with being a very effective shape rotator or a very symbol effective manipulator and those skills are very lucrative and money does have some exchange with power, you basically have a system where very smart people can become very powerful and if very smart people can also become very crazy then you tend to increase the correlation between power and craziness.”
- Publisher
- Dwarkesh Podcast
“co and the way I would describe Byrne is — every time I have a question about a concept or an event in finance, I google the name of that event or concept into Google and put in ‘Byrne Hobart’ at the end of that search query and 9 times out of 10, it's the best thing I've read about that topic.”
- Publisher
- Dwarkesh Podcast
“I think the population of Caros is smaller than the population of LBJ's because the people who have that skill set probably have ambitions other than writing two canonical works on two important people.”
- Publisher
- Dwarkesh Podcast
“I think part of having that kind of thumos and thirst for glory should be that you can't be so habituated to a life of ease and comfort and lack of difficulty that you just won't actually respond appropriately when there's an external threat that you need to respond to.”
- Publisher
- Dwarkesh Podcast
“a lot of trade going on is that other people who would love to be trading can't trade because maybe the broker they use is suddenly insolvent and they can't get to a new broker, their money is frozen.”
- Publisher
- Dwarkesh Podcast
“I think the first thing to say is that there's a lot we don't know and there's a lot we may never know because so many of the decisions at FTX were made through auto deleting encrypted chat.”
- Publisher
- Dwarkesh Podcast
“In a very rough schematic sense, they have to be twice as good at accounting as everybody else, because not only do they have to have the real books that tell them how much money the business has and whether or not the next check they send will bounce, but they have to have the fake set of books and they have to have a way to make those tie out with one another.”
- Publisher
- Dwarkesh Podcast
“When you look at an industry that is aging it's usually an industry that ambitious people stay away from. They recognize it's becoming more seniority focused and there's just less going on but then it becomes this huge opportunity when the aging stops because a bunch of people either retire or they get discredited and have to leave and suddenly the average age of the industry ratchets down and you can basically look at the set of opportunities that were missed over the previous decade because the industry was too risk averse and you get to take all of those opportunities at once so you have tons and tons of low-hanging fruit when that shift happens.”
- Publisher
- Dwarkesh Podcast
“There's many places where if you understand the economics of an issue he's talking about there's a lot to be left to Caro’s explanation but the actual breakdown of the personalities is just so fascinating and worth reading Caro for.”
- Publisher
- Dwarkesh Podcast