"Upstream" with Erik Torenberg

• E119: Free Trade, AI Integration, and Shopify Q4 Results w/ Shopify President Harley Finkelstein

  Erik Torenberg interviews Harley Finkelstein, president of Shopify, discussing tariffs, political shifts, Shopify's earnings, and the evolution of entrepreneurship. — 📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess  🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse    — RECOMMENDED PODCASTS:  🎙️Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. This season's guests include: Delian Asparouhov & Nadia Asparouhova, Kristen Berman & Phil Levin, Rob Henderson, and Liv Boeree & Igor Kurganov. Apple: https://podcasts.apple.com/us/podcast/id1786227593  Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg  YouTube: https://www.youtube.com/@ModernRelationshipsPod  SPONSORS: ☁️Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds and offers one consistent price. Oracle is offering to cut your cloud bill in half. See if your company qualifies at oracle.com/turpentine  🎯Say goodbye to the headaches of out-of-home advertising. AdQuick combines technology, OOH expertise, and data to enable efficient, seamless ad buying across the globe. Visit adquick.com to start reaching your customers in the real world. 🕵️‍♂️Take your personal data back with Incogni! Use code UPSTREAM at the link below and get 60% off an annual plan: https://incogni.com/upstream 💥 Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/  and mention “Turpentine” to skip the waitlist. — LINKS: Shopify: https://www.shopify.com/ Firebelly Tea: https://www.firebellytea.com/ Big Shot Podcast: https://www.bigshot.show/ Shopify president on e-commerce trends, impact of tariffs and state of the consumer: https://www.youtube.com/watch?v=si_j0P0DPM4   World's First Podcast: https://linktr.ee/worldsfirstpodcast   Nobody Wants This (Netflix): https://www.netflix.com/title/81591296  — X / TWITTER: @harleyf @Shopify @eriktorenberg @turpentinemedia — HIGHLIGHTS FROM THE EPISODE:  Harley views tariffs as adding unnecessary complexity to entrepreneurship. Shopify advocates for streamlining business creation processes. Not every business needs external funding to succeed. Shopify Capital helps merchants who can't access traditional funding. Harley's Big Shot podcast archives stories of successful Jewish entrepreneurs. A common theme across entrepreneur interviews is crediting spouses for success. October 7th strengthened Harley's connection to his Jewish identity. Harley employs different mentors for different aspects of life. Montreal's culture celebrates entrepreneurs as cultural heroes. Commonwealth countries suffer from "tall poppy syndrome" that discourages standing out. 2024 was Shopify's strongest year with nearly $300 billion in GMV. International merchants now represent 50% of Shopify's user base. Post-omnichannel commerce focuses on selling in places most relevant to specific customers. Content, entertainment, and commerce are increasingly blending for successful brands. Shopify takes a practical approach to AI implementation across its platform. AI features include generated replies, media editing, and business coaching. Shopify created dual career tracks: management and "crafters" (individual contributors). The "Mastery" program enables promotions while staying focused on craft expertise. Shopify operates "digital by design" - primarily remote with intentional gatherings. Leadership team members are distributed across multiple geographic locations. The company uses "tours of duty" - three-year commitments with deliberate check-ins. Employees must grow at a rate equal to or greater than the company's growth.

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• E118: Ending Woke, Why Elon Wins, and A Return to Innovation w/ Marc Andreessen [Moment of Zen repost]

  Marc Andreessen and Erik Torenberg discuss the ongoing political and cultural shift in America, covering topics such as preference falsification, the role of DEI in tech and other sectors, the influence of group chats, and the emerging dynamic in politics with highly capable appointments in the new administration. — 📰Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess  🙏Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse    — RECOMMENDED PODCASTS: 🎙️Moment of Zen Every week, Erik Torenberg, Dan Romero, Antonio Garcia Martinez and frequent special guests discuss what's happening in technology, business, politics, and beyond. Subscribe on Spotify: https://open.spotify.com/show/15KYOzvDzAQvqX0z0SpHEJ  Apple: https://podcasts.apple.com/us/podcast/moment-of-zen/id1661672738 🎙️Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. This season's guests include: Delian Asparouhov & Nadia Asparouhova, Kristen Berman & Phil Levin, Rob Henderson, and Liv Boeree & Igor Kurganov. Apple: https://podcasts.apple.com/us/podcast/id1786227593  Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg  YouTube: https://www.youtube.com/@ModernRelationshipsPod  — SPONSORS: ☁️ Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds and offers one consistent price. Oracle is offering to cut your cloud bill in half. See if your company qualifies at oracle.com/turpentine  🎯 Say goodbye to the headaches of out-of-home advertising. AdQuick combines technology, OOH expertise, and data to enable efficient, seamless ad buying across the globe. Visit adquick.com to start reaching your customers in the real world. 🕵️‍♂️ Take your personal data back with Incogni! Use code UPSTREAM at the link below and get 60% off an annual plan: https://incogni.com/upstream 💥 Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/  and mention “Turpentine” to skip the waitlist. — LINKS: "Private Truth, Public Lies" by Timur Kuran: https://www.hup.harvard.edu/books/9780674707580  "The Power of the Powerless" by Václav Havel: https://www.amazon.com/Power-Powerless-Vaclav-Havel/dp/178487504X  "Why are Jews Liberal" by Norman Podhoretz: https://www.amazon.com/Why-Jews-Liberals-Norman-Podhoretz/dp/0307456250  "Atlas Shrugged" by Ayn Rand: https://www.amazon.com/Atlas-Shrugged-Ayn-Rand/dp/0451191145  Pew Research Survey: https://www.pewresearch.org/religion/2023/03/15/americans-feel-more-positive-than-negative-about-jews-mainline-protestants-catholics/ —  X / TWITTER: @pmarca @eriktorenberg @turpentinemedia — HIGHLIGHTS FROM THE EPISODE: Commerce Secretary now advocates for out-innovating China, marking a complete reversal. "Preference falsification" in American society is starting to unwind. The 2014 Mozilla CEO cancellation became a template for future tech industry purges. "Woke" ideology is declining culturally but remains embedded in institutions. Private messaging groups became modern samizdat for honest communication. Cultural shifts start in San Francisco and spread outward with predictable delays. October 7th caused major Jewish American political realignment. Evangelical Christians show strong support for Jews despite opposite sentiment in return. New administration appointments show exceptional quality compared to historical standards. Government blocked innovation in physical things, then tried to restrict digital innovation. European regulations are forcing global tech compliance. New administration combines experienced staffers with high-caliber outsiders.

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• E117: The Future of Martian & Interplanetary Societies w/ Samo Burja

  This week on Upstream, Erik Torenberg and Samo Burja discuss the economic, political, and cultural implications of colonizing Mars and the Moon, discussing space treaties, potential Martian and Earth societal divergence, and the technological advancements driving humanity's future as a multi-planetary species. — 📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess  🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse    — RECOMMENDED PODCASTS:  🎙️Live Players Samo Burja and Erik Torenberg provide analysis of the news and case studies of Live Players, as well as key institutions and technologies that make up the global power landscape. Apple: https://podcasts.apple.com/us/podcast/live-players-with-samo-burja-and-erik-torenberg/id1718925188    Spotify: https://open.spotify.com/show/5fbMTkHBnom1JIBWYNVBK1?si=01ed191c74264f55   Youtube: https://www.youtube.com/@LivePlayerswithSamoBurja 🎙️Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. This season's guests include: Delian Asparouhov & Nadia Asparouhova, Kristen Berman & Phil Levin, Rob Henderson, and Liv Boeree & Igor Kurganov. Apple: https://podcasts.apple.com/us/podcast/id1786227593  Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg  YouTube: https://www.youtube.com/@ModernRelationshipsPod  — SPONSORS: ☁️ Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds and offers one consistent price. Oracle is offering to cut your cloud bill in half. See if your company qualifies at oracle.com/turpentine  🎯 Say goodbye to the headaches of out-of-home advertising. AdQuick combines technology, OOH expertise, and data to enable efficient, seamless ad buying across the globe. Visit adquick.com to start reaching your customers in the real world. 🕵️‍♂️ Take your personal data back with Incogni! Use code UPSTREAM at the link below and get 60% off an annual plan: https://incogni.com/upstream 💥 Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/  and mention “Turpentine” to skip the waitlist. — LINKS: Starship: https://www.spacex.com/vehicles/starship/  (Pirate Wars) Moon Should Be a State: https://www.piratewires.com/p/moon-should-be-a-state  Artemis: https://www.nasa.gov/feature/artemis/  SLS: https://www.nasa.gov/humans-in-space/space-launch-system/  Boom Supersonic:https://boomsupersonic.com/ Blue Origin: https://www.blueorigin.com/  Referenced Live Players episodes: The Turbulence of Boeing: Decline and Future Prospects: https://www.youtube.com/watch?v=Q1pmCK6CrK4  The Technology That Can Reshape Nations (Desalination): https://www.youtube.com/watch?v=A_gEHhSXECs  Bismark Analysis: https://brief.bismarckanalysis.com/ — X / TWITTER: @samoburja @eriktorenberg @turpentinemedia

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• E116: Stuck Academia, US vs China, and Why Startups Work

  Today, we're re-releasing an episode from 2023 where Erik Torenberg sits down with physicist and startup founder Steve Hsu on topics including the ideological shift in academia, the impact of AI on labor, China's technological advancements and geopolitical position, and the global fertility decline. — 📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess  🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse    — SPONSORS: ☁️ Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds and offers one consistent price. Oracle is offering to cut your cloud bill in half. See if your company qualifies at oracle.com/turpentine  🎯 Say goodbye to the headaches of out-of-home advertising. AdQuick combines technology, OOH expertise, and data to enable efficient, seamless ad buying across the globe. Visit adquick.com to start reaching your customers in the real world. 💥 Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/  and mention “Turpentine” to skip the waitlist. — RECOMMENDED IN THIS EPISODE: Superfocus: https://superfocus.ai/  Othram: https://othram.com/index.html  Manifold: https://www.manifold1.com/  Eric Kaufman’s works: https://scholar.google.com/citations?user=EcCc2C4AAAAJ&hl=en NY Times: Idaho University Murder Investigation: https://www.nytimes.com/2023/06/10/us/idaho-university-murder-investigation.html#  — X / TWITTER: @hsu_steve @eriktorenberg @turpentinemedia — HIGHLIGHTS FROM THE EPISODE: • Academia has shifted dramatically leftward, with around 90% of professors in social sciences being left-leaning. • Traditional academic merit-based systems like GRE requirements are being dismantled in favor of DEI initiatives. • Truth-seeking academics are increasingly moving to industry, particularly tech and innovation sectors. • The University of Austin represents an attempt to create an alternative academic institution focused on traditional academic values. • Global fertility decline is linked to fundamental changes in women's roles and societal values around family formation. • Current demographic challenges in China won't significantly impact their economy for at least 20 years. • AI is already capable of replacing complex customer service roles, as demonstrated in Philippines' call centers. • Law firms are reporting 20-30% efficiency gains from current AI implementations. • The guest views AI as humanity's descendants rather than a separate threatening entity. • Most Westerners, including tech leaders, are poorly informed about China's actual technological and economic capabilities. • China has built a comparable or superior tech ecosystem to the US in many areas. • The US needs to accept a bipolar world order rather than trying to maintain sole hegemony. • Western concerns about China's demographic collapse are often based on poor understanding of the data. • The future of AI research should focus more on theoretical understanding rather than just building bigger models. • The guest's company Othram has revolutionized crime-solving through advanced DNA analysis. • The guest balances work between deep theoretical physics problems and practical startup applications.

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• E115: New Tariff Implications, DeepSeek and Open Source Analysis, and Meta’s Big Bets w/ Byrne Hobart

  Erik Torenberg and Byrne Hobart discuss the implications of recent tariffs, the impact of AI advancements like DeepSeek, Meta's investments in VR and AI, stock market dynamics, and differing perspectives on open-source AI models. — 📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess  🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse  — RECOMMENDED PODCASTS:  🎙️Investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future.  Apple: https://podcasts.apple.com/us/podcast/the-riff-with-byrne-hobart-and-erik-torenberg/id1716646486  Spotify: https://open.spotify.com/show/6rANlV54GCARLgMOtpkzKt  YouTube: https://www.youtube.com/@TheRiffPodcast    — SPONSORS: ☁️ Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds and offers one consistent price. Oracle is offering to cut your cloud bill in half. See if your company qualifies at oracle.com/turpentine  📝 Notion offers powerful workflow and automation templates, perfect for streamlining processes and laying the groundwork for AI-driven automation. With Notion AI, you can search across thousands of documents from various platforms, generating highly relevant analysis and content tailored just for you - try it for free at notion.com/upstreampod  🎯 Say goodbye to the headaches of out-of-home advertising. AdQuick combines technology, OOH expertise, and data to enable efficient, seamless ad buying across the globe. Visit adquick.com to start reaching your customers in the real world. 💥 Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/  and mention “Turpentine” to skip the waitlist. — LINKS: Byrne’s writing: https://thediff.co  — X / TWITTER: @byrnehobart @turpentinemedia — HIGHLIGHTS FROM THE EPISODE: • Trump's proposed 25% tariffs on Canadian goods highlight tensions between using tariffs as negotiation tactics versus long-term economic strategy. • China's Belt and Road Initiative is essentially branding for existing Chinese international infrastructure investments aimed at extending economic influence. • DeepSeek's AI developments caused unexpected market reactions, with non-AI momentum stocks rising as investors unwound their AI-focused positions. • Forward Deployed Engineers serve as crucial bridges between complex technical products and business implementation, helping evolve products based on real-world usage. • Meta's significant capital expenditure on AI infrastructure represents a strategic shift from being purely asset-light to more capital-intensive. • A fantasy stock-picking competition aims to identify investment talent outside traditional recruiting paths through various categories like small-cap, mid-size, and event-driven investments. • The transition from asset-light to capital-intensive business models can actually strengthen a company's competitive position by making value harder to replicate. • Meta's metaverse investment might be premature, but AR (rather than VR) could emerge as the dominant future interface.

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