

Infinite Loops
Jim O'Shaughnessy
Every Thursday, join Jim O'Shaughnessy and his favorite people as they arm you with the tools & fresh perspectives required to upgrade your HumanOS and thrive in our messy, probabilistic world.
Visit our Substack at newsletter.osv.llc for full transcripts, highlights, weekly doses of timeless wisdom, and a bounty of other goodies designed to make you go, "Hmm that's interesting!"
Visit our Substack at newsletter.osv.llc for full transcripts, highlights, weekly doses of timeless wisdom, and a bounty of other goodies designed to make you go, "Hmm that's interesting!"
Episodes
Mentioned books

27 snips
Feb 16, 2023 • 1h 36min
Dwarkesh Patel — Podcasting, Talent & Innovation (EP.147)
Dwarkesh Patel is the host of The Lunar Society podcast, where he interviews scientists, historians, economists, intellectuals, & founders about their ideas. He also writes about tech, progress, talent, science, and the long-term over at his Substack. Dwarkesh has been described as "one of the best young podcasters alive", and his Substack has been praised by the likes of Jeff Bezos, Paul Graham and Tyler Cowen. Important Links: The Lunar Society Dwarkesh' Twitter The Mystery of the Miracle Year Popularizers are intellectual market makers Scouting talent as buying options Show Notes: How to become a better podcaster The importance of curiosity Disagreement & problem solving "Computer programs are written by humans for other humans to read, and only incidentally for computers to execute" The difference between podcasting & essay writing Investing in public and private companies; human OS Premeditation & decision-making The mystery of the miracle year How much innovation is baked into the cake? How to cultivate young talent AI & education The importance of intellectual market makers Scouting talent as buying options Interviewing Sam Bankman-Fried Effective altruism & virtue signalling If you do everything, you will win Books Mentioned: The Years of Lyndon Johnson; by Robert Caro What Works on Wall Street: A Guide to the Best-Performing Investment Strategies of All Time; by Jim O'Shaughnessy Little Soldiers: An American Boy, a Chinese School, and the Global Race to Achieve; by Lenora Chu Outliers: The Story of Success; by Malcolm Gladwell One Summer: America, 1927; by Bill Bryson The Lessons of History; by Will & Ariel Durant The Story of Civilization; by Will & Ariel Durant Fallen Leaves: Last Words on Life, Love, War, and God; by Will Durant

17 snips
Feb 9, 2023 • 56min
David Ha — AI & Evolution: Learning to do More with Less (EP.146)
David Ha is the Head of Strategy at Stability AI, and one of the top minds working in AI today. He previously worked as a research scientist in the Brain team at Google. David is particularly interested in evolution and complex systems, and his research explores how intelligence may emerge from limited resource constraints. He joins the show to discuss the advantages of open-source models, modelling AI as an emergent system, why large language models are bad at maths and MUCH more! Important Links: David's website David's Twitter Teaching Machines to Draw (2017) Weight Agnostic Neural Networks (2019) Show Notes: Why David joined Stability AI The advantages of open-source models We cannot predict the inventions of tomorrow Making memes with generative AI The centaur approach to AI An introduction to large language models The relationship between complex systems and resource constraints Large language models are bad at maths Modelling AI as an emergent system Understanding different perspectives MUCH more! Books Mentioned: The Beginning of Infinity: Explanations That Transform the World; by David Deutsch Why Greatness Cannot Be Planned: The Myth of the Objective; by Kenneth Stanley and Joel Lehman

9 snips
Feb 2, 2023 • 1h 15min
Jesse Michels — American Alchemy (EP.145)
Jesse Michels is an investor at Thiel Capital and the creator and host of 'American Alchemy', a Youtube channel dedicated to highlighting the most heretical thinkers and ideas of our time. He joins the show to discuss the transmission theory of consciousness, whether mushrooms are aliens, the reawakening of the Boomers and MUCH more! Important Links: American Alchemy Jesse's Twitter Show Notes: The modern-day Robert Anton Wilson Why Jesse started American Alchemy The transmission theory of consciousness Why mushrooms may have catalysed human civilisation Paradigm shifts and heretical thinking Are mushrooms aliens? Nixon, psychedelics & brainwashing The reawakening of the Boomers AGI, qualia & quantum physics AI, learned helplessness & Twitter The power of curiosity Reality is a compressed version of something much larger. MUCH more! Books Mentioned: The Half-Life of Facts: Why Everything We Know Has an Expiration Date; by Samuel Arbesman The User Illusion: Cutting Consciousness Down to Size; by Tor Norretranders Gödel, Escher, Bach: an Eternal Golden Braid; by Douglas Hofstadter The Beginning of Infinity: Explanations That Transform the World; by David Deutsch The Immortality Key : The Secret History of the Religion with No Name; by Brian C. Muraresku The New Inquisition: Irrational Rationalism and the Citadel of Science; by Robert Anton Wilson How to Change Your Mind: What the New Science of Psychedelics Teaches Us About Consciousness, Dying, Addiction, Depression and Transcendence; by Michael Pollan Chaos: Charles Manson, the CIA, and the Secret History of the Sixties; by Tom O'Neill Weird Scenes Inside the Canyon: Laurel Canyon, Covert Ops & the Dark Heart of the Hippie Dream; by David McGowan Prometheus Rising; by Robert Anton Wilson Quantum Psychology: How Brain Software Programs You & Your World; by Robert Anton Wilson The Cosmic Trigger trilogy; by Robert Anton Wilson Communion: A True Story; by Whitley Strieber

4 snips
Jan 26, 2023 • 1h 17min
Mark Nelson — Nuclear Power: Change the Memes, Change the Future (EP.144)
Mark Nelson is the Managing Director of Radiant Energy Group, a consultancy which advises governments, nonprofits and industry about nuclear energy. He joins the show to discuss Chernobyl the memes vs Chernobyl the molecules, introducing nuclear festivals, adopting an abundance mindset, and a whole lot more. Important Links: Mark's Twitter Radiant Energy Group Mark's LinkedIn Show Notes: Why does the nuclear industry have a confidence problem? Electricity deaths vs nuclear deaths Chernobyl the memes vs Chernobyl the molecules How do we create better nuclear memes? Bureaucracy and the precautionary principle Steelmanning the case against nuclear power Recency bias, human OS and high visibility events The story of Three Mile Island Introducing nuclear festivals Wind and solar is not essential for the grid Take memes seriously Disambiguating nuclear weapons from nuclear power Tying financial needs with energy needs Escaping Mad Max How can we encourage an abundance mindset? Bipartisan enthusiasm for nuclear power MUCH more! Books Mentioned: The Beginning of Infinity: Explanations That Transform the World; by David Deutsch

9 snips
Jan 19, 2023 • 1h 9min
Sam McRoberts — The Grand Redesign (EP.143)
Author, CEO of VUDU Marketing and digital nomad Sam McRoberts returns for his second appearance on Infinite Loops. This week, Sam and Jim discuss Sam's latest book 'The Grand Redesign'. Part science-fiction, part operating manual for upgrading human OS, 'The Grand Redesign' touches on a number of recurring Infinite Loops themes, and is available for free online (see 'Important Links' section below). Important Links: The Grand Redesign Sam's Twitter Sam's Substack The Thinker and The Prover Tinkered Thinking's winning entry to our 'White Mirror' competition Show Notes: Why Sam wrote the book Is the Watcher a reliable narrator? Interfering with complex systems An overview of Social OS Why we need White Mirror The kindness pledge Incentives and the Cobra Effect How do we break the Shannon limit? Jim's movie idea Improving the political and legal system The opportunities of AI Optimising our system for flourishing Finding the hidden geniuses Sam's solutions; reaching the tipping point Sam's hopes for the book MUCH more! Books Mentioned: The Grand Redesign; by Sam McRoberts The Status Game: On Human Life and How to Play It; by Will Storr Prometheus Rising; by Robert Anton Wilson House of Cards: Psychology and Psychotherapy Built on Myth; by Robyn Dawes The Lessons of History: by Will Durant and Ariel Durant Happy: Why More or Less Everything is Absolutely Fine; by Derren Brown The Inevitable: Understanding the 12 Technological Forces That Will Shape Our Future; by Kevin Kelly

12 snips
Jan 12, 2023 • 1h 3min
Cliff Asness — FTX, Hedge Funds and the Value Spread (EP.142)
Cliff Asness is the Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. Cliff joins the show to discuss FTX, AMC , why hedge funds aren't hedging, the role of index funds and a whole lot more. Important Links: Cliff's Twitter Cliff's Blog AQR Capital Management Do Hedge Funds Hedge? Show Notes: Cliff's take on FTX and crypto The AMC saga HODL and the MOASS Finding the right media format for substantive investment conversations Thoughts on the value spread "We don't want a world where markets are perfect" Hedge funds aren't hedging The role of index funds Never override a model "Study statistics and stick to your principles" Books Mentioned: What Works on Wall Street: A Guide to the Best-Performing Investment Strategies of All Time; by Jim O'Shaughnessy

80 snips
Jan 5, 2023 • 1h 12min
Ben Tossell — Opportunities in AI (EP.141)
Ben Tossell writes Ben's Bites, a daily newsletter on AI that's read by over 15,000 others from Google, a16z, Sequoia, Amazon, Meta and more. He previously founded Makerpad, a no-code education side which was acquired by Zapier in March 2021. Important Links: Ben's Newsletter Ben's Twitter Show Notes: Ben's journey into AI The importance of ease of use How AI will impact our lives Ben's hackathon Balancing originality and usefulness Why Ben is wary of providing strategic advice Achieving ground-up change with AI Interaction between the AI industry and the governments How Ben wants AI to be used Following your curiosity Making the world more competitive MUCH more!

6 snips
Jan 1, 2023 • 1h 6min
O'Shaughnessy Ventures is Here (EP.140)
We've landed. After 3 months of stealth mode, sneak-peeks, and surprise announcements, we have finally hit launch day. In this special episode of Infinite Loops, hosted by Patrick O'Shaughnessy, Jim chats through the rationale behind founding OSV, the positive impact he wants it to have on the world, and the ways you can get involved. Important Links: OSV's Website Jim's Twitter Show Notes: The origins of OSV Why OSV does not invest third parties' money The story of Jim's investment in Stability AI What has surprised Jim the most about the world of AI What OSV will look like on 1 January 2023: the four verticals Assembling the OSV team OSV's objective function Where the majority of Jim's energy will be directed How you can get involved with OSV

62 snips
Dec 29, 2022 • 1h 28min
Tom Morgan & Brett Andersen — Intimations of a New World Worldview (EP.139)
Tom Morgan returns for his third appearance on Infinite Loops with Jim, Infinite Loops' own Ed William and special guest Brett Andersen, an evolutionary psychology PhD student at the University of New Mexico. We discuss the implications of the ideas presented in Brett's fantastic essay 'Intimations of a New Worldview', whether the rise of anti-heroes is a challenge to Campbell's Hero's Journey, the influence of conscious vs unconscious design, and much more. Important Links: Intimations of a New Worldview Brett's Substack Brett's Twitter Tom's blog Tom's Twitter Awakening from the Meaning Crisis Show Notes: Objective vs subjective morality Complexity as a precondition Biological complexification Complexification and social selection Relevance realisation Jordan Peterson's 'Maps of Meaning' and the metamyth The optimal path and the process of creation The cognitive purpose of supernatural beliefs Mapping a response to the meaning crisis Quantum entanglement and consciousness Practical implications of Brett's theory Cultural evolution Conscious vs unconscious design There is an underlying flow of things Breaking Bad and the Hero's Journey Slack vs tension MUCH more! Books Mentioned: Meaning in Life and Why It Matters; by Susan Wolf The Romance of Reality: How the Universe Organizes Itself to Create Life, Consciousness, and Cosmic Complexity; by Bobby Azarian The Life of the Cosmos; by Lee Smolin Evolution's Arrow: the direction of evolution and the future of humanity; by John Stewart Nonzero: The Logic of Human Destiny; by Robert Wright The Mating Mind: How Sexual Choice Shaped the Evolution of Human Nature; by Geoffrey Miller Maps of Meaning: The Architecture of Belief; by Jordan Peterson Zombies in Western Culture: A Twenty-First Century Crisis; by John Vervaeke Principia Mathematica; by Alfred North Whitehead and Bertrand Russell The Master and his Emissary: The Divided Brain and the Making of the Western World; by Iain McGilchrist The WEIRDest People in the World: How the West Became Psychologically Peculiar and Particularly Prosperous; by The Genius of the Beast: A Radical Re-Vision of Capitalism; by Howard Bloom Life Finds A Way: What Evolution Teaches Us About Creativity; by Andreas Wagner Tao Te Ching; by Laozing

Dec 22, 2022 • 1h 10min
Brom Rector — Investing in Psychedelics (EP.138)
Brom Rector is the founder of Empath Ventures, a VC fund that in invests in early-stage psychedelics startups. Prior to founding Empath, Brom sent several years as a portfolio manager and quantitative researcher. Brom joins the show to discuss the current state of the psychedelics industry, the lessons learned founding a VC fund, the differences between psychedelics and cannabis, and a whole lot more. Important Links: Empath Ventures Brom's LinkedIn Brom's Twitter The Brom Podcast Show Notes: How Brom became interested in psychedelic investing Psychedelics and the mental health epidemic Depoliticising psychedelics Empath Ventures' business model How we can scientifically improve psychedelics The influence of hippie culture A contrarian view on Big Pharma The potential benefits of ibogaine The differences between cannabis and psychedelics Do some people not react to psychedelics? Brom's thoughts on microdosing Lessons learned from founding a VC company The benefits of Rule 506(c) Books Mentioned: How to Change Your Mind: What the New Science of Psychedelics Teaches Us About Consciousness, Dying, Addiction, Depression, and Transcendence; by Michael Pollan Healing Back Pain: The Mind-Body Connection; by John E. Sarno MD


