Riskgaming

A podcast by venture capital firm Lux Capital on the opportunities and risks of science, technology, finance and the human condition. Hosted by Danny Crichton from our New York City studios.

The Orthogonal Bet: The Art of Naming

Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Samuel Arbesman⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. In this episode, Sam speaks with Eli Altman, the managing director of A Hundred Monkeys, a company that specializes in the art of naming. A Hundred Monkeys works with clients to come up with the perfect name for a company, product, or anything else that requires a name. The art of naming is a fascinating subject. Throughout human history, the power of names has been a recurring theme in stories and religion. A well-crafted name has the ability to evoke emotions and associations in a profoundly impactful way. Sam invited Eli to the show because he has been immersed in this field for decades, growing up with a father who specialized in naming. The conversation explores the intricacies of this art, how experts balance competing considerations when crafting a name, the different types of names, and what makes a name successful. They also discuss the importance of writing and storytelling in naming, the impact of AI on the field, and much more. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno

09-18
30:30

AI is spiking chip design costs – can it solve them too?

The old adage of “If you build it, they will come” might be translated into chip design better as, “You can’t build it, since they don’t exist.” The small but crucial profession of chip design used to be a quieter niche within the broader semiconductor market, with just a handful of companies hiring PhD grads. Now, with trillion-dollar companies like Apple, Google, Meta and more all looking to develop custom silicon, securing chip designers is suddenly an ultra-competitive business — and wages are soaring. At its source is the rise of artificial intelligence and the need for custom silicon to improve the performance-to-power ratio in contexts ranging from mobile devices to data centers. Apple’s launch this week of its new iPhone 16 line is a case in point: years of design work have afforded Apple the ability to deliver its “Apple Intelligence” product with on-device inference with relatively minimal effect on battery life. Now, dozens of more companies want to compete in this bubbly market and beyond. Lux general partner Shahin Farshchi and host Danny Crichton talk about the evolution of chip design and how an incumbent oligopoly of electronic design automation companies are now facing new competition from AI-driven competitors. We talk about the history of the EDA market and why custom silicon is really a reversion to historical norms, why designing chips hasn’t changed much in decades and is now rapidly changing for the first time, how large tech companies are using chip design to vertically integrate, the growing exponential complexity of modern chips, and finally, how startups are poised to have access to this market for the first time in a generation. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George K

09-16
26:34

The Orthogonal Bet: How to Navigate Complexity Within a Large Organization

Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by ⁠⁠⁠⁠⁠⁠⁠⁠⁠Samuel Arbesman⁠⁠⁠⁠⁠⁠⁠⁠⁠. In this episode, Sam speaks with ⁠Alex Komoroske⁠, a master of systems thinking. Alex is the CEO and co-founder of a startup building at the intersection of AI, privacy, and open-endedness. Previously, he served as the Head of Corporate Strategy at Stripe, and before that, spent many years at Google, where he worked on the Chrome web platform, ambient computing strategy, Google Maps, Google Earth, and more. The throughline for Alex is his focus on complex systems, which are everywhere: from the Internet to biology, from the organizations we build to society as a whole. These systems consist of networks of countless interacting parts, whether computers or people. Navigating them requires a new mode of thinking, quite different from the top-down rigid planning many impose on the world. Alex is deeply passionate about systems thinking and its broad implications—from making an impact in the world and navigating within and between organizations to understanding undirectedness and curiosity in one’s work. His more bottom-up, improvisational approach to systems thinking reveals insights on a range of topics, from how to approach large tech companies and the value of startups, to a perspective on artificial intelligence that untangles hype from reality. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno Show notes: Chapters 00:00 Thinking in Terms of Systems 04:11 The Adjacent Possible and Agency 08:21 Saruman vs. Radagast: Different Leadership Models 13:17 Financializing Value and the Role of Radagasts 21:59 Making Time for Reflection and Leverage 25:18 Different Styles and Time Scales of Impact 28:14 The Challenges of Large Organizations and the Tyranny of the Rocket Equation 34:10 The Potential and Responsibility of Generative AI 45:12 Disrupting Power Structures and Empowering Individuals through Startups Takeaways Embrace the complexity and uncertainty of systems when approaching problem-solving. Shift the focus from individual heroics to collective efforts and systemic thinking. Recognize the value of the Radagast approach in nurturing and growing the potential of individuals and teams. Consider the different dynamics and boundaries within large organizations and startups. Take the time to step back, reflect, and find leverage points for greater impact. Focus on your highest and best use, not just what you're good at, but what leads to something you're proud of. Consider the long-term implications of your actions and whether you would be proud of them in the future. Large organizations can become inefficient and lose focus due to coordination challenges and the tyranny of the rocket equation. Open source can be a powerful force for good, but it can also be used as a control mechanism by larger organizations. Generative AI has the potential to make the boundary between creators and consumers more porous, but responsible implementation is crucial. Startups offer the opportunity to disrupt existing power structures and business models, giving individuals more sovereignty and control over their data. Keywords systems thinking, uncertainty, complexity, individual heroics, collective, leadership, Saruman, Radagast, startups, large organizations, large organizations, values, decision-making, generative AI, startups, data sovereignty

09-12
43:10

Silicon Valley’s secret industrial spy war

Silicon Valley couldn’t be farther from the confines of Langley or Fort Meade, let alone Beijing or Moscow. Yet, the verdant foothills of suburban sprawl that encompass the Bay Area have played host to some of the most technically sophisticated espionage missions the world has ever seen. As the home of pivotal technologies from semiconductors to databases, artificial intelligence and more, no place has a greater grip on the technological edge than California — and every nation and their intelligence services want access. It just so happens that almost no national security reporter sits on this beat. Nearly all cover the sector from Washington, or in rare cases New York. All except one that is: Zach Dorfman. Zach has been driving the coverage of the technical side of espionage operations for years, and his pathbreaking scoops about China’s unraveling of the CIA’s network of operatives in the early 2010s were widely read in DC officialdom. Now, he’s published two blockbuster features, one in Politico Magazine on the FBI’s attempts to intercede in the chip trade between the U.S. and the U.S.S.R. at the height of the Cold War in the 1980s, and the other in Rolling Stone on a deep-cover agent and the very human consequences of state-to-state skullduggery. Zach and host Danny Crichton talk about Silicon Valley’s history in industrial espionage, the tricky mechanics of intercepting and disabling chip shipments to the Soviet Union, why the U.S.S.R. was so keen on learning the market dynamics of computing in America, the risks for today’s companies around insider threats, Wirecard and Jan Marsalek and finally, some thoughts on Xi Jinping and how China’s rollup of the CIA’s mainland intelligence network affected his leadership of America’s current greatest adversary. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

09-06
43:53

The Orthogonal Bet: Bio Trajectories and the Importance of Long-Term Thinking

Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by ⁠⁠⁠⁠⁠⁠⁠Samuel Arbesman⁠⁠⁠⁠⁠⁠⁠. In this episode, Sam speaks with Adrian Tchaikovsky, the celebrated novelist of numerous science fiction and fantasy books, including his Children of Time series, Final Architects series, and The Doors of Eden. Among many other topics, Adrian’s novels often explore evolutionary history, combining “what-if” questions with an expansive view of the possible directions biology can take, with implications for both Earth and alien life. This is particularly evident in The Doors of Eden, which examines alternate potential paths for evolution and intelligence on Earth. Sam was interested in speaking with Adrian to learn how he thinks about evolution, how he builds the worlds in his stories, and how he envisions the far future of human civilization. They discussed a wide range of topics, including short-term versus long-term thinking, terraforming planets versus altering human biology for space, the Fermi Paradox and SETI, the logic of evolution, world-building, and even how advances in AI relate to science fiction depictions of artificial intelligence. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno

09-04
43:12

How games, god(s) and chance transformed human decision-making

Gaming has enveloped our world. A majority of Americans now gamble at least once every year, and popular video games like Fortnite and Roblox count hundreds of millions of global players. In social science, game theory and its descendants remain the mainstay for objectively analyzing human rationality, even as a gigaton of evidence shows the limits of these mathematical approaches. Meanwhile in foreign affairs, wargaming (including some of our very own Riskgaming scenarios!) are used to explore speculative futures that can change the fate of nations. All of these subjects and more are fodder in Playing With Reality: How Games Have Shaped Our World, a broad and open inquiry into the nature of games written by neuroscientist Kelly Clancy. Kelly weaves discussions of dopamine, surprise, chance and learning into a history of human behavioral development over the ages, but then she pivots her discussion. For all of gaming’s success across time and around the world, what are its limits and are we properly critiquing these simulacra of reality? Kelly joins host Danny Crichton to talk about her book and so much more across an extended show that gets at the very heart of Riskgaming. We talk about the history of games, why the theory of probability arrived so late in the development of mathematics, why game theory works mathematically but fails to capture the complexity and dynamism of human behavior, how AI models use gaming techniques like self-play to evolve, and how the world might change given the explosive popularity of interactive gaming in all facets of modern life. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

08-30
43:16

The Orthogonal Bet: The Harsh Realities of the Soviet Space Program

Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by ⁠⁠⁠⁠⁠Samuel Arbesman⁠⁠⁠⁠⁠. In this episode, Samuel Arbesman speaks with John Strausbaugh, a former editor of New York Press and the author of numerous history books. John’s latest work is the compelling new book “The Wrong Stuff: How the Soviet Space Program Crashed and Burned.” The book is an eye-opening delight, filled with stories about the Potemkin Village-like space program that the Soviets ran. Beneath the achievements that alarmed the United States, the Soviet space program was essentially a shambling disaster. The book reveals many tales that had been hidden from the public for years. In this conversation, Samuel explores how John became interested in this topic, the nature of the Soviet space program and the Cold War’s Space Race, the role of propaganda, how to think about space programs more generally, and much more. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno

08-28
34:10

The Orthogonal Bet: Understanding Embodied Intelligence

Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by ⁠⁠⁠⁠Samuel Arbesman⁠⁠⁠⁠. In this episode, Sam speaks with Michael Levin, a biologist and the Vannevar Bush Professor at Tufts University. Michael’s work encompasses how information is processed in biology, the development of organismal structures, the field of Artificial Life, and much more. Sam wanted to talk to Michael because of his pioneering research in these areas. Biology, as Michael’s work reveals, is far more complex than the mechanistic explanations often taught in school. For instance, the process of morphogenesis—how organisms develop their specific forms—challenges our understanding of computation in biology, and Michael is leading the way in this field. He has deeply explored concepts such as the relationship between hardware and software in biological systems, the process of morphogenesis, the idea of polycomputing, and even the notion of cognition in biology. From his investigations into the regeneration process in planaria—a type of flatworm—to the creation of xenobots, a form of Artificial Life, Michael stands at the forefront of groundbreaking ideas in understanding how biology functions. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno

08-23
44:19

Radical Uncertainty, Rapid Learning and the Success Equation for Catching Up

Global inequality has grown over the past two decades, concentrating an enormous amount of wealth and power on an elite number of individuals, cities, regions and nations all while stranding the vast masses to ignominy and penury. Yet, history is replete with examples of people and places that have caught up — and in some cases even surpassed — once foregone winners, begging the question: how should those left behind today work to catch up? That’s the question that Paul Collier addresses in his new book, “Left Behind: A New Economics for Neglected Places.” Collier is a long-time development economist who has diligently brought the spotlight onto the most impoverished people in the world, calling attention to what he famously dubbed the “bottom billion.” With his new book, he explores why some places that were once terrifically wealthy — think Detroit in America — have fallen behind economically, and what steps are needed to overcome that stagnation. With host Danny Crichton, Collier talks about the economic reversals of places around the world, why evolutionary economics and contributive justice offer new lenses on the problem, how addressing radical uncertainty through rapid learning suggests a path forward, and why global development institutions like the World Bank and the International Monetary Fund remain so recalcitrant in their approaches to aid, particularly in offering agency to those affected by their decisions. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

08-21
47:29

The Orthogonal Bet: The Quest to Build the Fruitful Web

Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by ⁠⁠⁠Samuel Arbesman⁠⁠⁠. In this episode, Sam speaks with Laurel Schwulst. Laurel operates within many roles: designer, artist, educator, and technologist. She explores—among other things—the intersection of the human, the computational, and the wonderful. Sam wanted to talk to Laurel because of this intersection and particularly because of how Laurel thinks about the internet. As part of this, she helps to run HTML Day and its celebrations, promotes what is referred to as “HTML Energy,” and is even thinking deeply about what it would mean to create a PBS of the Internet. In other words, the Internet and the web are delightful and special for Laurel, and she wants more of that energy to exist in the world. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno

08-16
23:27

Industrial literacy and the fate of American progress

It’s good and bad times in America. Inflation is down and wages are up in real terms, but there’s a rising challenge: how can we provide the housing, transportation, schooling, health care and amenities that Americans expect when prices for these social services have skyrocketed over the past three decades? Even when new technologies are capable of delivering better services, rules and regulations often stymie their dissemination. America was once the most progressive nation in the world — what happened? Many analysts focus on policies, from zoning and permitting reform to government procurement modernization, that can accelerate the adoption of frontier tech and increase productivity. But Jason Crawford takes a more expansive and longer view of the challenge. As founder and leader of the Roots of Progress Institute and through his on-going publication of The Techno-Humanist Manifesto, Jason emphasizes that we have lost something important: our industrial literacy. America’s leaders no longer understand how prosperity was delivered from the Industrial Revolution onwards, and we’ve lost the ability to rebuild and expand wealth in its broadest conception for the next generation. I talk with Jason about his manifesto and its focus on humanism, and then we walk through some of the major ideas he’s hoping Americans pick up. These range from more progress studies in high schools and colleges as well as a greater understanding about the value that technology delivers for quality of life to the importance of gratitude for our ancestors who delivered this prosperity to us and why technocrats and reactionaries can both be wrong about managing technological change. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

08-15
39:06

The Orthogonal Bet: : The Art of Cultivating Curiosity

Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by ⁠⁠Samuel Arbesman⁠⁠. In this episode, Sam speaks with Eliot Peper. Eliot is a science fiction novelist and all-around delightful thinker. Eliot’s books are thrilling tales of the near future, exploring many delightful areas of the world and the frontiers of science and technology. In Eliot’s most recent novel, Foundry, he takes the reader on a journey through the world of semiconductors, from their geopolitical implications to their profoundly weird manufacturing processes. Sam wanted to talk to Eliot to explore this profound strangeness of the manufacturing of computer chips, but also use this as a jumping-off point for something broader: how Eliot discovers these interesting topics and those wondrous worlds that are incorporated into his books. They spoke about the importance of curiosity, as well as concrete ways to cultivate this useful kind of curiosity, which was fascinating. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno

08-09
35:55

Why engineers are using chaos to make computers more resilient

The CrowdStrike meltdown on July 19th shut down the world with one faulty patch — proving once again the interconnected fragility of global IT systems. On Tuesday this week, the company released its Root Cause Analysis as both an explanation and a mea culpa, but the wider question remains: with so much of our lives dependent on silicon and electrons, how can engineers design resilience into their code from the bottoms up? And more importantly, how can we effectively test how resilient our systems actually are? Kolton Andrus is one of the experts on this subject. For years at Amazon and Netflix, he worked on designing fault-tolerant systems, building upon the nascent ideas of the field of chaos engineering, an approach that iteratively and stochastically challenges systems to test for resilience. Now, as CTO and founder of Gremlin, he’s democratizing access to chaos engineering and reliability testing for everyone. Kolton joins host Danny Crichton and Lux’s scientist-in-residence and complexity specialist Sam Arbesman. Together, we talk about why resilience must start at the beginning of product design, how resilience is aligning with security as a core value of developer culture, how computer engineering is maturing as a field, and finally, why we need more technological humility about the interconnections of our global compute infrastructure. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

08-08
34:23

The Orthogonal Bet: Building a Fractal Combinatorial Trope Machine

Welcome to the ongoing mini-series The Orthogonal Bet. Hosted by ⁠Samuel Arbesman⁠, a Complexity Scientist, Author, and Scientist in Residence at Lux Capital. In this episode, he speaks with Hilary Mason, co-founder and CEO of Hidden Door, a startup creating a platform for interactive storytelling experiences within works of fiction. Hilary has also worked in machine learning and data science, having built a machine learning R&D company called Fast Forward Labs, which she sold to Cloudera. She was the chief scientist at Bitly and even a computer science professor. Samuel wanted to talk to Hilary not only because of her varied experiences but also because she has thought deeply about how to use AI productively—and far from naively—in games and other applications. She believes that artificial intelligence, including the current crop of generative AI, should be incorporated thoughtfully into software, rather than used without careful examination of its strengths and weaknesses. Additionally, Samuel, who often considers non-traditional research organizations, was eager to get Hilary’s thoughts on this space, given her experience building such an organization. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno

08-02
45:33

How many trillions in damage would an invasion of Taiwan cost global GDP?

When it comes to the so-called DC foreign policy “blob”, few scenarios have been more sketched out, analyzed and wargamed than a potential Chinese invasion of Taiwan. President Xi Jinping’s calls for national rejuvenation coupled with Taiwan’s coalescing autonomous identity apart from the mainland is raising the stakes for both sides and the world writ large. Given Taiwan’s centrality to global supply chains, I wanted to understand how the world’s economy would transform if a crisis in the Taiwan Strait were to escalate, and few people understand the topic better than Gerard DiPippo. He’s the Senior Geo-Economics Analyst for Bloomberg Economics, and his research centers on the Chinese and Taiwanese economies and their interlinkages with global value chains. DiPippo and host Danny Crichton walk through different scenarios of what could take place in the Taiwan Strait — from an outright war to a soft embargo — and how we might model the global economic costs of each scenario. We also discuss some of the second-order effects of any conflict in the Strait, from additional sanctions to what goods might substitute for those lost to conflict. Along the way, DiPippo highlights some surprising and counterintuitive findings from his macroeconomic analysis that changes the calculus for all parties involved. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

07-31
45:47

The Orthogonal Bet: Using Computational Biology to Understand How the Brain Works

Welcome to the ongoing mini-series The Orthogonal Bet. Hosted by ⁠Samuel Arbesman⁠, a Complexity Scientist, Author, and Scientist in Residence at Lux Capital. In this episode, Sam speaks with Amy Kuceyeski, a mathematician and biologist who is a professor at Cornell University in computational biology, statistics, and data science, as well as in radiology at Weill Cornell Medical College. Amy studies the workings of the human brain, the nature of neurological diseases, and the use of machine learning and neuroimaging to better understand these topics. Sam wanted to talk to Amy because she has been using sophisticated AI techniques for years to understand the brain. She is full of innovative ideas and experiments about how to explore how we process the world, including building AI models that mimic brain processes. These models have deep connections and implications for non-invasively stimulating the brain to treat neurodegenerative diseases or neurological injuries. Produced by ⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠ & Suno

07-26
35:42

Evolved Technology: Why technology is counter-intuitively pushing us back to natural products in pharma development

The history of pharmaceutical development has traditionally been one of exploration on the frontiers of life on Earth. From fungi to molds, we’ve sourced many of our most important drugs from some of the unlikeliest places, and it’s all due to evolution. Nature’s intense competition and selection forces has made it the ultimate developer of pharmaceuticals, with potential cures lying in wait for someone to find them. Searching nature is expensive though, and thus, pharmaceutical companies re-centered around synthetic chemistry over the past few decades, hoping to realize a more reliable and inexpensive drug discovery model. Unfortunately, we have hit a logjam with such an approach, and the evidence is clear that natural products are often regularly superior to synthetics. We wanted to dive deeper into the future of biopharma, and so we brought together our own Tess Van Stekelenburg and Elliot Hershberg, the writer of Century of Bio, to work on a new two-part mini-series for the Riskgaming podcast, titled Evolved Technology. It’s an extension of a series of talks that Tess and Elliot (“two crazy bio-optimists”) have conducted in SF, and we hope it illuminates a critical scientific frontier with implications for all of us. In this first episode, Tess and Elliot talk about the editing of life; why thousands head to the Himalayas to find tiny caterpillars in the dirt; the business history of natural products in pharma; the transition from natural products to synthetic chemistry; the limitations of our current biochem toolkits; and finally, how AI/ML are bringing us back to the search for natural products using higher-order models. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno

07-24
21:21

The Orthogonal Bet: What the Microsoft Outage Reveals

Welcome to the ongoing mini-series The Orthogonal Bet. Hosted by ⁠Samuel Arbesman⁠, a Complexity Scientist, Author, and Scientist in Residence at Lux Capital. In this episode, Sam delves into the recent CrowdStrike/Microsoft outage, providing insights on how to understand this event through the lens of complexity science. The episode was inspired by Sam's very timely post in the Atlantic: "What the Microsoft Outage Reveals" Join us as Sam answers Producer Christopher Gates’ questions, exploring the intricate web of factors that led to this global system failure and offering a unique perspective on navigating and preventing such crises in the future. Produced by ⁠⁠⁠Christopher Gates⁠⁠⁠ Music by ⁠⁠⁠George Ko⁠⁠⁠ & Suno

07-19
10:21

The Orthogonal Bet: The Quest to Find the Poetic Web

Welcome to the ongoing mini-series The Orthogonal Bet. Hosted by Samuel Arbesman, a Complexity Scientist, Author, and Scientist in Residence at Lux Capital. In this episode, Sam speaks with Kristoffer Tjalve. Kristoffer is hard to categorize, and in the best possible way. However, if one had to provide a description, it could be said that he is a curator and impresario of a burgeoning online community that celebrates the “quiet, odd, and poetic web.” What does this phrase mean? It can mean a lot, but it basically refers to anything that is the opposite of the large, corporate, and bland version of the Internet most people use today. The web that Kristoffer seeks out and tries to promote is playful, small, weird, and deeply human. Even though these features might have been eclipsed by social media and the current version of online experiences, this web—which feels like a throwback to the earlier days of the Internet—is still out there, and Kristoffer works to help cultivate it. He does this through a newsletter, an award, an event, and more. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno

07-19
33:16

Pivoting to the Expert Economy

The media world has been rocked by artificial intelligence, labor strife, the creator economy, the decimation of business models and so much more. But sometimes it's not collapse and crisis that's the most interesting story, but rather just another day of a assiduously growing a platform. That's the story I want to talk about today on risk gaming, and we're going to zoom in on Medium. It's a venerable media business founded by Ev Williams all the way back in 2012. And one that has become notorious for its pivoting dance to a brighter media future. But under Tony Stubblebine who became CEO two years ago. The company has reached cash flow break even, and he believes Medium has found a balanced business and media model for the decade ahead. I wanted to learn more, so let's dive in. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

07-17
25:03

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