Age of Information

Vasanth and Faraz share spicy takes on a wide range of topics.

Faraz’s Twitter: @fzfromcupertino

Vasanth’s Twitter: @nextvasanth

Vasanth’s Substack: nextbite.substack.com

Time Stamps:

01:04 - Lessons learnt over the course of the podcast

04:01 - What is the most interesting technology trend or theme that played out in 2021?

20:01 - What was the worst technology theme that played out in 2021?

23:15 - What did you learn in 2021 that you think is a hidden gem?

39:23 - What is your favorite app of 2021?

46:13 - If you had to invest $100,000 in 2022 in order to maximize your return, what would you invest in?

Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter

Disclaimer: The contents in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. 

Mart is the analyst known as Yellowbull (@Yellowbull11) on Twitter. He writes a biweekly newsletter covering relevant news in the uranium sector, coverage of uranium companies, sample portfolios and much more. 

Mart’s Twitter: @Yellowbull11

Mart’s Newsletter: https://www.patreon.com/contrariancodex

Vasanth’s Twitter: @NextVasanth

Vasanth’s Newsletter: https://nextbite.substack.com/

Time stamps:

00:34 - Approach to researching companies

04:45 -Jurisdictional impact on investing 

07:15 - Getting exposure to the Chinese market

10:24 - Seasonality/contracting

13:37 - EU Taxonomy 

17:01 - Public sentiment in Europe

18:33 - Kazatomprom

22:25 - How do Uranium ETFs determine which mining companies need to be sold and which ones need to be bought?

24:54 - Interest rate yields

27:15 - Impact form retail traders

30:02 - Keys to writing a successful paid newsletter

32:15 - What’s a topic in this field that you feel isn’t discussed enough?

34:24 - Strongest bear case against Uranium 

Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter

Disclaimer: The contents in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Justin Huhn is the analyst and writer behind Uranium Insider, which is the leading authority in uranium market news, analysis, & identifying the best companies in the space. 

Justin’s Newsletter: https://www.uraniuminsider.com/ 

Justin’s Twitter: @uraniuminsider

Vasanth’s Newsletter: https://nextbite.substack.com/

Vasanth’s Twitter: @NextVasanth

Time stamps:

00:42 - What got Justin into Uranium.

02:51 - Are we in the middle of another squeeze?

04:48 - How transparent is supply?

08:18 - Sprott Physical Uranium Trust (SPUT) and their influence on the market

15:04 - Hedge Funds purchasing physical uranium

16:50 - CRDN and jurisdictional risk

19:31 - Nuclear provisions in the US infrastructure bill

20:54 - Social media and it’s role in the uranium markets

26:07 - What piece on the demand side is not being widely recognized?

29:13 - What will signal the top of the bull market?

31:41 - Is there seasonality? Is Justin a buyer right now?

35:18 - What is a topic in this filled that isn’t discussed enough or hasn’t gotten enough exposure?

38:31 - Can Thorium be a substitute to Nuclear?

Intro Music: "Pain is the Essense" remix by @AdiSoundsGood on Twitter

Art Hyde (Segra Capital) - https://www.segracapital.com/commentary/you-say-you-want-a-revolution

Disclaimer: The contents presented in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. 

York Zhang, a propulsion engineer at Blue Origin, joins us again for a deep cut on Space. We discuss some of the future innovations we can expect and other topics of relevance currently affecting the space industry. 

Time Stamps:

00:54 - How many space companies can the market accommodate?

03:00 - Future market segmentation in space

04:31 - The disconnect between marketing and reality

08:09 - Varda

15:31 - Varda deep cut

16:08 - Will SpaceX derive significant revenue from delivering payloads for external parties?

17:28 - Minimum financing required in order to contract with SpaceX?

20:32 - Bidding for future payloads

21:24 - Regulation around satellites 

23:24 - Can we expect cooperation between the US and China on future space innovation?

28:04 - Other players focused on space innovation

29:00 - Is SpaceX really going to put advertisements in the sky?

30:49 - How will space factor into the classic academic disciplines? 

35:31 - Traditional media and space

41:31 - Blue Origin and HLS

44:28 - The Blue Origin Brand

46:18 - Incentive misalignment between management and employees

48:47 - Why did NASA go with SpaceX and not Blue Origin?

50:35 - Should we be skeptical of the promises being made by SpaceX?

53:36 - Did Bezos going to space help Blue Origin’s brand?

55:37 - How important is external validation for Blue Origin?

Find Vasanth on Twitter - @NextVasanth
Find Faraz on Twitter - @fzfromcupertino

Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter

Disclaimer: The content presented in this episode is for informational purposes only, you should not countersue any such information or other material as legal, tax, investment, financial or other advice. 

Durable Investments tells us about the current/future state of the cloud business and AWS’s interesting positioning over the next 10 years. 

Show Notes:

01:12 - What is AWS?

03:40 - What did people do before AWS?

06:52 - How is AWS different compared to Microsoft/Google?

12:18 - How are Microsoft and Google competing with AWS considering AWS has a significant head-start?

16:23 - Google and Microsoft’s strategy for acquiring customers

20:36 - Market capitalization of the total cloud market

26:08 - How will the cloud business look in 2030/2035?

27:17 - Biggest constraint to AWS growth

29:34 - AWS is recession proof

33:44 - Future upstarts and disruption 

42:24 - How to approach finance as a technologist?

Find Durable Investments on Twitter -  @retaox

Find Vasanth - @NextVasanth

Find Faraz - @fzfromcupertino

Intro Music: “Pain is the Essence” remix by @AdiSoundsGood on Twitter

Disclaimer: The content presented in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Dr. Naveed Sherwani is a serial entrepreneur and technical leader in the world of semiconductors. As a professor at Western Michigan University, he wrote several books and hundreds of articles about chip design and manufacturing. He was the founder of Open Silicon, PeerNova, and was the CEO of SiFive. Currently he’s the Chairman of the Silicon Federation, which aims to democratize chip design.

Dr. Sherwani’s Linkedin - https://www.linkedin.com/in/naveed-sherwani-2a789/

Timestamps:

2:11 - An explanation of the semiconductor shortage

5:37 - Roadmap of chip design to final product

9:25 - Semiconductors are a human right

11:41 - Semiconductors are the new oil

17:10 - How do we get semiconductors into the poorest countries?

20:08 - Silicon Federation (https://www.linkedin.com/company/siliconfederation/about/)

21:59 - How do you incentivize corporations to open source semiconductor technology?

24:49 - Will a new era of hardware lead to a Cambrian explosion in startups?

27:12 - The next two decades of chip development

30:25 - Getting young people excited about hardware

38:27 - Is China ahead of the US in artificial intelligence?

43:11 - To what extent is ML a hardware problem?

45:13 - Building a global education infrastructure 

50:00 - How do you democratize education opportunities for the world?

53:19 - In your opinion, what is the best piece of software ever built?

Jeff Moore is a real estate and stock market investor. We discuss information asymmetry in the capital markets and how to leverage them, the ongoing technological disruption and how it can dramatically improve small and medium sized businesses around the country, and the intangible things that prevent business owners from changing their operating behavior. 

Twitter: @ragnarisapirate

Blog: Ragnarisapirate.blogspot.com

Timestamps

01:03 - Thrive ($THRY)

05:55 - Risk/benefits of investing in small cap stocks

08:45 - Information asymmetry and arbitrage

14:18 - Zero fee trading and liquidity in small caps

19:30 - Softwares for SMB’s

23:56 - What’s stopping SMB operators from adopting new technology?

26:59 - Do SaaS companies have a responsibility to educate their potential customers?

32:12 - How accurately do we know the total addressable market for SMB SaaS companies?

34:56 - What are SaaS companies not understanding about their customers?

35:37 - Jeff’s real estate business

39:04 - Blackrock and institutional buying in real estate

44:56 - Interesting stocks over the next two years/ Caveat Emptor stocks

53:10 - What is something Jeff wishes more people knew about?

Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter

Elisabeth Bik, PhD, is a science integrity consultant who specializes in finding image duplications in scientific papers. After receiving her PhD in Microbiology at Utrecht University in The Netherlands, she worked 15 years at the Stanford University School of Medicine on the microbiomes of humans and marine mammals. From 2016-2019, she worked at two microbiome startup companies. In March 2019, she left her job to become a science integrity volunteer and occasional consultant. She can often be found discussing science papers on Twitter at @MicrobiomDigest, writing for her blog ScienceIntegrityDigest or searching the biomedical literature for inappropriately duplicated or manipulated photographic images and plagiarized text. She has reported over 4,000 papers for issues with image duplication or other concerns. Her work has been featured in Nature, Science, Wall Street Journal, New York Times, Washington Post, Le Monde, and The Times (UK). In April 2021 she was awarded the Peter Wildy Prize by the UK Microbiology Society for her contributions in science communication.

Twitter: @MicrobiomDigest

New Yorker Article - https://www.newyorker.com/science/elements/how-a-sharp-eyed-scientist-became-biologys-image-detective

Favorite Study - "Host lifestyle affects human microbiota on daily timescales" by Lawrence David - https://genomebiology.biomedcentral.com/track/pdf/10.1186/gb-2014-15-7-r89.pdf

If you would like to support Dr. Bik's work, consider becoming a patron at: https://www.patreon.com/elisabethbik

Timestamps:
00:51 - Biology's image detective
01:59 - The scope of fraud in science
03:37 - What is motivating scientists to commit fraud?
04:46 - Dr. Bik's early work with plagiarism 
08:54 - Incentive structures that lead to fraud in science
12:09 - Peer review and the role of editors at science journals/newspapers
14:44 - How can we change the system?
16:07 - How can non-PhD's approach reading scientific papers?
18:27 - Are pre-publication sites good for science?
21:14 - Hydroxychloroquine
24:49 - Ongoing cases against Dr. Bik
30:12 - Public perception of scientific integrity
35:24 - Algorithmic fraud detector
38:43 - Dr. Bik's ultimate mission 
40:40 - Dr. Bik's favorite paper

Hosts:
Vasanth Thiruvadi - @NextVasanth
Faraz Abidi - @fzfromcupertino

Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter 

Jenil Thakker is the founder of Coinvise - an open platform that enables creators to mint social tokens and build economic incentives around it. 

Coinvise - https://coinvise.co

Twitter - @0xjenil

Timestamps:

00:59 - Coinvise

02:03 - The significance of DAO’s

9:11 - Importance of decentralization 

12:19 - Level of crypto awareness in India

15:10 - Level of support from the Indian government

19:30 - How does Coinvise make money?

20:20 - NFT’s

24:31 - Turning fans into superfans

28:24 - First 100 users

30:18 - What is the biggest challenge ahead for Coinvise?

31:16 - Competition in the crypto space

33:58 - Design choices at Coinvise

35:18 - Favorite piece of technology


 Intro Music: “Pain is the Essence” remix by @AdiSoundsGood on Twitter

Nikhil Vimal is an AI Consultant, Startup/Product Advisor + Angel, and the Co-Owner of Team Meteor. He's been in the technology/startup space for over 8 years and has been focused on different projects + ventures in the world of open source, conversational ai, customer experience, and more. He is also a frequent speaker at different tech/startup-focused events around the United States, and has been featured on VentureBeat, LinkedIn, and Business Insider. He is also currently an Independent Innovation Consultant for the National Football League.

Twitter: https://twitter.com/nikvimal

LinkedIn: https://www.linkedin.com/in/nikhilvimal/

Company Website: Chatmode.io

Personal Website: https://nikhilvimal.com/

Team Meteor: https://twitter.com/TeamMeteorGG

Timestamps:

00:51 - Co-owning an e-sports team

04:27 - How do you build an engaging community around e-sports?

06:32 - Leveraging experience gained in e-sports into other areas

09:04 - Building partnerships and being scrappy

11:36 - Operating in a space that’s still developing

13:58 - What’s most challenging about leveling up in e-sports?

16:44 - Do athletes in e-sports have to have personas outside of the sport in order to be marketable?

22:02 - Biggest lever yet to be unlocked in the e-sports space?

24:27 - Value of experimentation 

27:23 - Partnerships and experimentation

32:19 - How to implement experimentation and convert users?

36:25 - Building Chatmode.io

44:28 - Angel investing

46:47 - What is something that you wish more people knew more about?

Music by - https://twitter.com/AdiSoundsGood