Episode
Leopold Sold, Ferrari Undefeated, Martin Shkreli Joins | Guillaume Verdon, Lulu Meservey, Michael Kim, Joon Sung Park, Karan Kunjur, Vlad Tenev
- Podcast
- TBPN
- Published
- Jul 30, 2026
- Duration seconds
- 10581
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/90d059a5
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Summary
(00:17) - Leopold Sold (12:14) - Martin Shkreli discusses the leveraged collapse of a major AI-focused hedge fund, explaining how forced liquidation, predatory short-selling, and excessive position sizing can rapidly destroy a portfolio. The former hedge fund manager and pharmaceutical executive also examines Citadel’s reported acquisition of the fund’s assets, the broader correction in AI stocks, and Wall Street’s recurring failure to heed the risks of leverage. (56:19) - Ferrari Undefeated (01:06:24) - Guillaume Verdon, founder of Extropic, discusses the company’s thermodynamic computing technology, which uses probabilistic electronics to run generative AI workloads with far greater energy efficiency. He also covers potential applications, government support for domestic chip manufacturing, AI safety and accelerationism, and the challenges of building a deep-tech company while maintaining a prominent public voice. (01:19:16) - 𝕏 Timeline Reactions (01:20:36) - Lulu Meservey discusses how founders and CEOs can build lasting relevance through consistent, authentic, and strategically focused communication rather than rage bait, viral stunts, or excessive media appearances. Drawing on her communications expertise at Rostra, she argues that leaders should prioritize trust, audience fit, principled messaging, and approaches that suit their individual personalities. (01:47:35) - Michael Kim is the founder of Cendana Capital, an institutional investor focused on pre-seed and seed-stage venture funds. Michael discusses Cendana’s growth, its approach to identifying promising fund managers, the importance of founder access and investment judgment, and lessons from both missed opportunities and exceptionally successful investments. (02:06:39) - Joon Sung discusses Simile’s $200…