Joe Lonsdale: American Optimist

Joe Lonsdale
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41 snips
May 8, 2026 • 44min

Ep 153: Palantir CTO Shyam Sankar on Heretics, AI Weapons, and Rebuilding the Arsenal of Democracy

Shyam Sankar, Palantir CTO and U.S. Army Reserve lieutenant colonel, and author of Mobilize. He recounts his immigrant roots and Palantir’s scrappy early culture. He explains forward-deployed engineers, the crisis in America’s industrial base, why heretics matter inside the Pentagon, and how AI and manufacturing must be reunited to rebuild national strength.
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41 snips
Apr 30, 2026 • 39min

Ep 152: Ben Black Runs America's $200B Foreign Investment Fund; Here's His Plan to Counter China & Rebuild American Influence

Ben Black, CEO of the U.S. International Development Finance Corporation and former financier, outlines how DFC deploys $205B to back energy, critical minerals, technology and market-building investments. He contrasts U.S. investment-led partnerships with China’s extractive Belt and Road approach. Topics include industrial-scale projects, rare earths, maritime and war-risk insurance, and rebuilding resilient supply chains and alliances.
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36 snips
Apr 24, 2026 • 41min

Ep 151: The Myth of Michael Milken with Richard Sandler

Richard Sandler, partner at Maron & Sandler and former Drexel lawyer, sets the record straight on Michael Milken. He recounts Milken’s role in building the high-yield bond market. He explains the unprecedented RICO tactics used against Drexel, the pressure placed on Lowell Milken, and why novel charges led to a controversial plea and later pardon.
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58 snips
Apr 17, 2026 • 35min

Ep 150: How AI Is Transforming Diligence, Decision-Making & the Future of Investing with John Melas-Kyriazi

John Melas-Kyriazi, co-founder and CEO of Standard Metrics and former researcher-turned-VC, explains how AI is reshaping investing workflows. He talks about AI copilots for technical diligence, agents parsing pitch decks and prepping board meetings, and new moats for SaaS built on data and network effects. Short, forward-looking takes on automating portfolio work and building AI-driven products.
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45 snips
Apr 9, 2026 • 35min

Ep 149: Will Fry on the Small Business Succession Crisis & New Opportunities in the AI Age

Will Fry, founder and CEO of American Operator who helps retiring owners transition businesses to new local operators. He talks about the looming Main Street succession crisis and how operate-to-own deals preserve local ownership. He discusses why small businesses are well positioned in the AI age and practical AI use cases that boost local operators' productivity.
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20 snips
Apr 3, 2026 • 38min

Ep 148: JoeBen Bevirt, Founder & CEO of Joby Aviation — Flying Cars Have Arrived

JoeBen Bevirt, founder and CEO of Joby Aviation and leader in eVTOL design, outlines Joby’s quiet, redundant aircraft and manufacturing ramp-up with Toyota. He discusses FAA progress and air taxi tests in 12 states. Topics include autonomy with NVIDIA, AI speeding engineering, hydrogen-electric long-range flights, and scaling production in Ohio amid competition with China.
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65 snips
Mar 27, 2026 • 53min

Ep 147: Scott Wu & Russell Kaplan on the New Era of Software Abundance

Russell Kaplan, ex-Tesla ML engineer and builder of autonomous AI agents. Scott Wu, Cognition CEO and three-time IOI gold medalist who led engineering at Addepar. They discuss Devin becoming a top code contributor. They explain engineers using English prompts and agent fleets. They explore software abundance, massive productivity gains, modernizing legacy and government systems, and AI unlocking a wave of small‑business innovation.
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10 snips
Mar 19, 2026 • 36min

Ep 146: Jake Paul & Geoff Woo on Building Anti Fund, the Future of the Creator Economy & How to Change the Culture

Geoff Woo, venture investor who backed OpenAI and Anduril, and Jake Paul, creator-turned-boxer and entrepreneur, discuss culture, AI, and building consumer brands. They talk about founding Anti Fund and early contrarian bets. They explore AI’s impact on authenticity, prediction markets like Betr, the revival of live events, and persuading the next generation to build and lead.
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31 snips
Mar 13, 2026 • 31min

Ep 145: SBA Administrator Kelly Loeffler on Exposing Billions in Fraud & What AI Means for Small Business

Kelly Loeffler, SBA Administrator and former senator and fintech CEO, shares her journey from farm life to leading small-business policy. She discusses reinvigorating U.S. manufacturing, expanding SBA lending, and turning workers into owners. She also reveals vast pandemic-era fraud uncovered and how data tools and AI with partners like Palantir are being used to detect and stop it.
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61 snips
Mar 3, 2026 • 32min

Ep 144: Jared Isaacman's Bold Vision for Moon Bases, Nuclear Power in Space, and Returning NASA to Greatness

Jared Isaacman, entrepreneur, pilot and commercial astronaut turned NASA Administrator, built a payments empire and a private air force before commanding civilian spaceflights. He talks about returning NASA to the Moon by 2028, ramping Artemis launch cadence, nuclear power and propulsion for deep space, and building lasting lunar bases and a thriving space economy.

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