Rational Optimist Podcast
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Say no to fearmongering and join us every Friday for the Rational Optimist Podcast. You'll discover incredible things happening that everyone should know but most people don't... from the revival of supersonic flight and nuclear power, to the revolution in biotech now underway. You'll also get authentic opinions on today's headlines from the perspective of two guys (Stephen McBride and Dan Steinhart) who unapologetically love humanity, technology, capitalism, and prosperity.
52 Episodes
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A handful of $500 drones recently caused $5 billion in damage to a fleet of Russian strategic bombers. This is the new reality of warfare, and America is not ready. In this episode, CX2 founder Nathan explains how the cheap drone revolution is forcing the US to completely reinvent its military playbook. We dive deep into the invisible battlefield of electronic warfare, why our multi-million dollar missiles are now being defeated by simple GPS jammers, the secret strategy of "shooting the archer, not the arrow," and how a new generation of founders is building the decentralized, autonomous systems that will define the future of American power.
China's DJI owns 90% of the US commercial drone market. A nationwide ban is about to make them illegal, threatening to collapse the industry overnight. Thoron founder Thayne Kollmorgen says: good. In this episode, he reveals the brutal truths behind America's failure - from the "open source honey trap" that kills innovation to the product design flaws that put US companies an "order of magnitude" behind. He also lays out the Tesla-inspired playbook a new generation of American founders is using to finally build a true competitor and win the drone war.
A new generation of founders is winning the new space race, and they're doing it by breaking one simple rule. In this founder's guide, A-ray Labs founder Andrew Peterson reveals the one broken "cost-plus" law that crippled the defense industry for 50 years and created the opportunity of a lifetime. We ran out of time just as we were about to dive into Andrew's incredible 3D mapping technology - we'll have to get him back for Part 2!
America is facing a housing crisis driven by two core problems: a massive skilled labor shortage and 50 years of zero productivity growth in construction. QB founder Aleksandr Gampel has a radical solution. In this episode, he reveals his "Factory in a Box" - a mobile microfactory that can be deployed anywhere to build a high-quality home in just 30 days with only four unskilled workers. Plus: why most construction-tech startups fail, the secret to building at scale without a gigafactory, his plan to become the "McDonald's of housing," and how this revolution will finally make the dream of homeownership affordable again.
America doesn't have a nuclear waste problem; it has a financial one. In this episode, Exodys Energy founder Carl Perez reveals why the 50-year-old fear of spent fuel is based on a lie, and why solving it will unleash the nuclear renaissance.
Venture capitalists recently returned from China declaring America's battery race "futile." They're wrong. In this episode of The Rational Optimist Podcast, Ouros Energy founder Ethan Loosbrock reveals the new American battery technology that will not only catch up, but leapfrog the competition by making today's best batteries obsolete. Plus: how Ouros plans to deliver a 1,500-mile range EV, the clear pathway to $10/kWh batteries, why fast-charging is an "admission of defeat," and how this breakthrough will finally unlock a future of electric flying cars and a truly cordless world.
When Elon Musk couldn't find a school good enough for his kids, he started his own at SpaceX. The secret to its success was Synthesis, a program that taught problem-solving instead of test-taking. Now, Synthesis co-founder Chrisman joins us to reveal how he's turned those principles into an AI tutor available to everyone. We dive deep into how this technology, born from a secret DARPA project that created "superhuman" students, is making kids beg to learn math.
For 50 years, nuclear power has meant billion-dollar cost overruns and decade-long delays. That's about to change. Valar Atomics founder Isaiah Taylor joins us to reveal how his company is rebooting the entire industry by manufacturing small, safe reactors like SpaceX builds rockets. We dive deep into the new executive order that gives him until July 4th to turn on America's first new reactor, why his design can't melt down, and his vision for a future where cheap nuclear energy makes everything from food to fuel abundant.
For decades, "Made in China" was the default setting for the global economy. That era is over. In this episode, Atomic Industries founder Aaron Slodov explains why globalization has failed and how the great reindustrialization of America is happening faster than you think. We dive deep into why Apple is trapped by its own supply chain, how America literally forgot how to build parts for a B-52 bomber, and the critical role of "tribal knowledge" in rebuilding our industrial base.
The modern panic over AI isn't new; it's a predictable pattern driven by elites whenever a technology threatens the status quo. In this episode, Pessimists Archive founder Louis Anslow reveals the four archetypes behind every tech panic in history—from the novel and the bicycle to chess and coffee. We explore why this fear from the ruling class is actually a powerful sign of progress, and how understanding this pattern is the key to remaining a rational optimist in an age of hysteria.
China's 70% monopoly on the world's drones is being broken by a new American "flying brain" with 300 trillion operations per second of onboard AI. In this episode, Flyby Robotics founder Jason Lu reveals the incredible challenge of building a high-performance drone with zero Chinese parts, what a 30,000-drone swarm attack actually looks like, and why an open, accessible platform is the key to unleashing decentralized innovation across America.
After selling his software startup to DoorDash, most founders would cash out and relax. Steve Simoni decided to build an AI-powered machine gun instead. In this episode, Steve reveals his unbelievable journey from Navy nuclear engineer to successful software founder, and why the war in Ukraine convinced him to tackle the drone threat head-on. We dive deep into his AI turret "Bullfrog," how it turns a machine gun into a drone-killing sniper rifle, and his shocking prediction that the drone threat will increase 1000x in the next decade.
After working on SpaceX's Starship and America's return to the Moon, Halen Mattison left to solve a key problem for a multi-planetary future: building a gas station on Mars. His breakthrough is a propulsion system that uses electrolysis to split water into hydrogen and oxygen—one of the most efficient chemical rocket fuels known. In this episode, we explore how this technology offers a safer, more powerful alternative to legacy fuels, unlocks the lunar economy by using water from the Moon, and will help humanity explore the solar system faster than you think.
Michael LaFramboise's grandfather rose from sleeping in a Detroit bar booth to become Ford's chief chemist. Today, Michael is building the AI-powered laser that will make million-dollar missiles obsolete. In this episode, we explore how his system destroys drone swarms for pennies, why a $10M tank is now worthless against cheap drones, and how this new generation of directed energy weapons could soon protect everything from military bases to Super Bowl stadiums.
What if you could get a full day's A+ education in just 2 hours? It's not a hypothetical - it's happening right now at Alpha School, the school we all wish we had growing up. In this episode, we explore their revolutionary model: using AI to maximize learning so students are free by 10 AM. But it's what they do with the rest of the day that's truly incredible. With no homework and afternoons free, kids explore their passions, build real-world skills like grit and financial literacy, and launch projects that were once unimaginable for their age.
Casey Handmer quit his dream job at NASA for one reason: to build the machine that will end the oil industry by making unlimited, cheap fuel from nothing but sunlight and air. In this episode of The Rational Optimist Podcast, Casey, founder of Terraform Industries, explains how this technology works, why the solar revolution is unstoppable, and how energy abundance will reshape geopolitics forever. We also uncover why China is on a collision course to claim the moon by 2029, how barren deserts are about to become the planet's most valuable real estate, and what a future of radical abundance looks like with 10X more energy.
In this episode, Steve Hsu shares an unforgettable encounter with Richard Feynman, revealing a humorous prank that left a lasting impression. We explore Feynman's groundbreaking contributions to quantum computing and his forward-thinking views on AI. Discover the current state of quantum technology, the rise of new tech giants, and the role of AI in scientific breakthroughs. Plus: Steve's insights on the most underrated technologies and his thoughts on the future of innovation.
In this episode, Nucleus Genomics founder Kian Sadeghi reveals why the era of "designer babies" is already here—and how it will allow humanity to end genetic disease before birth. We dive deep into the real reason 23andMe failed (it's not what you think), how whole-genome sequencing can defuse the ticking time bombs in your DNA, and why embryo selection is the most powerful tool we have to double human life expectancy. Plus: Kian's most heretical belief in biotech and the top three traits he would optimize in his own child.
What if building a satellite was as simple as ordering a Toyota? Apex Space founder Ian Cinnamon joins us to reveal how this manufacturing revolution is America's key to winning the new space race. Forget bespoke, billion-dollar spacecraft that take a decade to build—the future is a satellite factory in the sky. Plus: China's shocking plan to launch 12,000 government satellites, why a 10-year space mission is now a huge mistake, how "Golden Dome" could unite America like the Apollo program, and the companies building technology to beam power down from space.
Most people know the name Palantir thanks to its surging stock – up 400% in the last year. Fewer people know Palantir has achieved this growth by fundamentally transforming America's defense industry. I talked to Palantir's Madeline Hart to discuss how that happened and what's next.
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