Zuckerberg Taps Infrastructure, Voting Control to Outlast AI Rivals

How Mark Zuckerberg, Palmer Luckey, Josh Kushner & Scott Wu Think | Jeremy Stern — David Senra

David Senra

Meta holds the advantage in artificial intelligence because Mark Zuckerberg combines autocratic corporate control and proprietary utility infrastructure with an imperial drive to outlast venture-backed rivals.

AI-assisted summary of How Mark Zuckerberg, Palmer Luckey, Josh Kushner & Scott Wu Think | Jeremy Stern — original source. Check the original for full context.

Source published:

Key ideas

  • Mark Zuckerberg remains the sole active founder-CEO among his big-tech peer group, commanding Meta at roughly ten times the scale of Stripe, the next largest millennial-founded enterprise. (0:02)
  • Meta's AI strategy diverges from messianic Silicon Valley narratives, leaning instead on industrial moats: proprietary data center infrastructure, municipal utility agreements, and distribution to half the living human population. (16:32)
  • Zuckerberg's corporate philosophy and personal persona are deeply modeled on Augustus Caesar and classical Rome, informing everything from internal rallying cries to the architecture of his personal AI agent, Agrippa. (6:39)
  • Jeremy Stern transitioned from an international relations and military background into business journalism when a 3,000-word Q&A with Palmer Luckey expanded into an influential 15,000-word biographical portrait. (21:11)

Detailed notes

## Background Published on YouTube by David Senra on October 4, 2026, this episode features Jeremy Stern, editor-in-chief of Colossus, discussing his extensive reporting on elite entrepreneurs and investors. According to the show description, Stern reveals the reporting behind his profiles of Mark Zuckerberg, Palmer Luckey, Scott Wu, and Josh Kushner, examining Zuckerberg's fascination with Augustus, the competitive moat of Meta, and how literary craft shapes his exploration of business minds.

## TL;DR Colossus editor Jeremy Stern unpacks his psychological, portrait-driven approach to profiling high-profile founders, contrasting literary human study with standard business journalism. He explores Mark Zuckerberg's relentless competitiveness, long-term operational endurance, and deep identification with Roman imperial history, framing Zuckerberg as a classical American industrial mogul rather than a messianic Silicon Valley ideologue. Stern also traces how modern asymmetric warfare inspired his deep-dive profile of Palmer Luckey and discusses why obsessive founders like Zuckerberg and Elon Musk remain fundamentally addicted to building.

## Atmosphere & style The conversation carries an intense, intellectual, and intimate tone, blending David Senra's energetic, rapid-fire curiosity with Jeremy Stern's measured, analytical introspection. It feels like an earnest craft discussion between two dedicated students of history and biography, oscillating naturally between classical historical archetypes—such as Augustus Caesar and Genghis Khan—and modern Silicon Valley power dynamics. The dynamic remains candid and contemplative as Stern describes the heavy mental toll and quiet solitude required to inhabit the minds of extraordinary, relentlessly driven builders.

## Bulletin - [00:02](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=2s) Mark Zuckerberg remains the sole active founder-CEO among his big-tech peer group, commanding Meta at roughly ten times the scale of Stripe, the next largest millennial-founded enterprise. - [16:32](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=992s) Meta's AI strategy diverges from messianic Silicon Valley narratives, leaning instead on industrial moats: proprietary data center infrastructure, municipal utility agreements, and distribution to half the living human population. - [06:39](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=399s) Zuckerberg's corporate philosophy and personal persona are deeply modeled on Augustus Caesar and classical Rome, informing everything from internal rallying cries to the architecture of his personal AI agent, Agrippa. - [21:11](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1271s) Jeremy Stern transitioned from an international relations and military background into business journalism when a 3,000-word Q&A with Palmer Luckey expanded into an influential 15,000-word biographical portrait.

## Key takeaways - [00:02](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=2s) Mark Zuckerberg is a scale outlier among millennial entrepreneurs, operating Meta at nearly ten times the valuation of the next largest millennial-founded company, Stripe. - [00:02](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=2s) Unlike peers such as Bill Gates, Steve Jobs, Jeff Bezos, Larry Page, and Sergey Brin, Zuckerberg is the only founder-CEO of his generation still running his company. - [00:02](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=2s) Jeremy Stern's profile of Zuckerberg originated after Zuckerberg offered a comment for Stern's Palmer Luckey profile, quietly initiating a reconciliation between Zuckerberg and Luckey. - [06:39](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=399s) Zuckerberg has maintained a lifelong obsession with Roman antiquity, memorizing Virgil's Aeneid in high school, ending early company meetings with 'Carthago delenda est', and naming his internal AI assistant 'Agrippa'. - [06:39](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=399s) Sean Parker warned Zuckerberg early in Facebook's history to stop chanting 'Domination!' at the close of team meetings to avoid creating evidence for future antitrust scrutiny. - [09:01](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=541s) Zuckerberg frames his leadership through Augustus Caesar's consolidation of power, viewing Augustus as an architect who converted a plunder-based economy into an enduring system of trade and institutional commerce. - [12:56](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=776s) Insiders and competitors describe Zuckerberg as relentlessly competitive and perpetually discontented, with one rival AI researcher calling him the 'Terminator' who refuses to stop. - [12:56](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=776s) Meta's internal cash generation and Zuckerberg's absolute voting control allow him to make long-term bets without answering to outside venture capital rounds or traditional board gatekeepers. - [14:44](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=884s) Unlike frontier AI founders who adopt messianic rhetoric about building the final invention in human history, Zuckerberg operates with the pragmatic craftsmanship of a classical industrial mogul. - [16:32](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=992s) Meta's core competitive advantage in artificial intelligence is rooted in existing distribution across WhatsApp, Instagram, Facebook, and Messenger, combined with two decades of municipal utility and data center investments. - [18:09](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1089s) Zuckerberg's determination to remain CEO was cemented around 2006, when he rejected Yahoo's $1 billion acquisition offer at age 21 or 22 despite his entire executive team resigning in protest. - [21:11](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1271s) Stern's profile of Palmer Luckey emerged from examining modern asymmetric warfare in Israel and Ukraine, focusing on how low-tech tactics challenged expensive high-tech defense systems. - [26:09](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1569s) Stern contrasts transactional business writing that strip-mines founders for actionable life hacks with literary portraiture aimed at illuminating psychological interiority and historical contingency.

## Detailed walkthrough ### [00:02](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=2s) Behind the Scenes of the Mark Zuckerberg Profile

David Senra opens the conversation with unabashed praise for Jeremy Stern, calling him "the best in the world at what you're doing right now"—namely, crafting sprawling, literary profiles of top-tier entrepreneurs and investors for Colossus. Having recently read Stern’s deep dive into Mark Zuckerberg and dedicated an episode of his *Founders* podcast to it, Senra asks Stern to unpack the reporting process: how much time he spent inside Zuckerberg’s world, how long the project took, and how it originated.

Stern explains that Zuckerberg's team reached out toward the end of the previous year, which came as an utter shock. A couple of years earlier, Stern had authored a profile of Palmer Luckey, the co-founder of Oculus and Anduril. In that piece, Zuckerberg was cast as the primary antagonist: after the 2016 election, Zuckerberg had fired—or failed to prevent the firing of—Luckey following a modest donation Luckey made to a pro-Trump group. That Silicon Valley falling-out had become legendary, and Zuckerberg had actually provided a comment for Stern’s profile that eventually helped foster a quiet reconciliation between the two men. Because of that contentious history, Stern never anticipated being invited into Zuckerberg's orbit.

Earlier in the year, both Stern and Zuckerberg entered an initial off-the-record lunch with deep skepticism, spending a couple of hours airing whatever was on their minds. Stern initially walked away pessimistic about whether a new piece could break fresh ground. Zuckerberg had lived under a public microscope for two decades and felt like one of the most thoroughly overexposed human beings on Earth. Over time, however, Stern identified compelling, underexplored angles: * **The Last Man Standing:** Unlike his contemporaries—Bill Gates, Steve Jobs, Jeff Bezos, and Larry Page and Sergey Brin, who either died or stepped down—Zuckerberg remains the sole founder-CEO of that pantheon still running his empire. * **The Millennial Scale Outlier:** Zuckerberg occupies an entirely solitary bracket among millennial founders. The next most valuable millennial-founded enterprise, Stripe, is valued around $100 billion to $150 billion—roughly one-tenth the scale of Meta.

Ultimately, what began as a tentative query ballooned into five to six months of reporting, extensive access to Zuckerberg, and interviews with nearly forty people in his inner circle.

---

[02:53](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=173s) Unlocking a Galaxy: The Interior World vs. Business Mechanics

When Senra asks what Stern means by a "whole galaxy" opening up once reporting begins, Stern explains that he typically starts with an abstract curiosity before finding an individual who embodies it. With Zuckerberg, Stern was initially drawn to the unresolved trauma and raw wounds lingering from the 2016–2020 era: the suffocating government and cultural pressure to censor social media, and the escalating debate over whether platforms should be regulated like tobacco and alcohol.

Yet, once immersion begins, abstract topics yield to human complexity. Invoking a Talmudic aphorism—that to destroy a single life is to destroy an entire world—Stern observes that every human being contains vast, intricate interior universes. Deep engagement with an individual’s friends, family, and colleagues, alongside their psychological scars, triumphs, and neuroses, reveals what the narrative is truly about.

Senra pushes back on the notion that Zuckerberg is overexposed. While Zuckerberg is undeniably famous, Senra argues that the existing literature on Facebook is largely mediocre and fails to capture what matters most: how Zuckerberg thinks about product development, talent acquisition, and company building. Senra recalls telling Zuckerberg directly that he did not care about lawsuits, PR scandals, or personal drama, but wanted solely to understand the operational genius trapped inside his head.

Stern clarifies that this distinction highlights the contrast in their creative approaches. While Senra focuses on dissecting business architecture, Stern is driven by portraiture and psychological reality—capturing who someone is, what it feels like to inhabit their skin, and what it does to the people around them: > "If I could like tilt the gyroscope that people have on this person's life and their psychology by 10%, I feel like... I've accomplished something."

To capture that human core, Stern deliberately framed the profile with personal bookends: opening with an interview with Zuckerberg's parents and closing with intimate time spent alongside his wife, Priscilla Chan, and their family, rather than getting bogged down in corporate operations.

---

[06:39](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=399s) The Augustus Archetype and the Will to Dominate

Senra turns to one of the central motifs of Stern’s profile: framing Zuckerberg through the lens of Roman emperors, specifically Augustus Caesar. Stern notes that while world-straddling figures often make grandiose historical comparisons—such as Elon Musk likening himself to Napoleon—those analogies are frequently skin-deep. With Zuckerberg, the Roman connection is visceral, foundational, and dates back to his teenage years.

```mermaid flowchart TD accTitle: Evolution of Zuckerberg's Roman Obsession accDescr: A progression showing how Zuckerberg's interest in Rome evolved from teenage Latin study to boardroom chants to AI product naming.

subgraph HighSchool ["Formative Years (Ages 15-17)"] A["High School Latin Studies"] --> B["Memorizes Virgil's Aeneid"] B --> C["Fixation on Augustus & Early Rome"] end

subgraph EarlyMeta ["Early Facebook Era"] C --> D["Boardroom War Cry:<br>'Carthage must be destroyed!'"] D --> E["Chanting 'Domination!'<br>(Ended after Sean Parker's warning)"] end

subgraph PresentDay ["Modern Meta (Age 40+)"] E --> F["Recites Latin Poetry from Memory"] F --> G["Names Personal AI Muse 'Agrippa'<br>after Augustus's Chief Lieutenant"] end ```

By age 15 or 16, while programming early computer games, Zuckerberg took Latin in high school. Today, at age 40, he can still recite verses from Virgil's *Aeneid* by heart. When Senra mentions an anecdote from the piece—that during early battles against Google, Zuckerberg would rally his team by concluding meetings with the ancient Roman rallying cry "Carthage must be destroyed" (*Carthago delenda est*)—Stern adds another vivid detail: * Early on, Zuckerberg used to close staff meetings by shouting, "Domination!" * Sean Parker, Facebook’s founding president, eventually forced him to stop, warning that the outburst would inevitably be introduced as evidence in a future antitrust lawsuit.

When questioned about his classical obsession, Zuckerberg initially attempts to downplay it, claiming he only took Latin because he was bad at French and that the syllabus forced him to read the texts. However, Stern observed that the longer they spoke about Rome, the more animated Zuckerberg became. The obsession remains fully alive: at a recent keynote, Zuckerberg unveiled his personal AI agent and christened it "Agrippa," after Marcus Vipsanius Agrippa, the indispensable general and confidant whose loss Augustus mourned for the rest of his life. Stern emphasizes that Augustus is a telling role model: he was the calculated architect who transformed Rome from a fractured republic into a lasting empire, steering clear of the reckless excesses that doomed his successors.

[09:01](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=541s) The Succession Problem and Zuckerberg's Augustus

Jeremy Stern elaborates on the historical failure mode of empires: the recurring succession crisis. History often witnesses one exceptional founding ruler, followed by their sons, grandsons, and eventually court favorites or advisers. These subsequent heirs frequently turn out to be egomaniacs who lack the political acumen for statecraft, squandering the trust built with their constituencies because they lack the innate "founder gene" required to construct a standing military, administer a state, or foster a commercial economy. Augustus Caesar, by contrast, unequivocally possessed that founder gene.

Zuckerberg’s personal interpretation of Augustus reveals a great deal about his own self-conception. When discussing the first Roman emperor, Zuckerberg highlights how Augustus transformed a pillage-based economy into a trade-based economy, proving to Roman citizens that they did not have to endure endless civil war and could instead live, trade, and build in peace. Stern points out that this is an extraordinarily selective historical reading. Augustus achieved that stability by establishing Rome's first permanent standing army and entirely dismantling Roman political liberty, transforming a republic into an autocratic system concentrated in the hands of one man. Zuckerberg's memory and personal narrative selectively filter these authoritarian realities, providing a telling glimpse into how he envisions his own imperial role as a founder.

- **The Dynastic Trap:** Founding monarchs build state capacity and trust; subsequent generations of sons and courtiers routinely lack the founder gene and deplete accumulated institutional capital. - **The Economic Shift:** Augustus replaced an economy reliant on external conquest and pillage with one grounded in predictable, internal commerce. - **The Selective Lens:** Zuckerberg celebrates the Pax Romana and economic flourishing while glossing over the dissolution of republican governance and the centralization of absolute authority.

---

[10:40](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=640s) Operational Discipline and Global Talent: Ramp and Deel

David Senra highlights Ramp by connecting its software to the core operational philosophy of SpaceX: an unrelenting, religious dedication to interrogating and attacking costs. In studying SpaceX, Senra observed that aggressively reducing unnecessary expenditures directly fuels revenue expansion by unlocking capital to pursue bold initiatives that competitors cannot afford. Ramp’s platform is built around this exact principle, enabling the median customer to reduce operational expenses by 5% while expanding top-line revenue by 16%, handing companies a compounding operational edge over rivals burdened with inefficient finance workflows.

Shifting to global execution, Senra profiles Deel as the critical infrastructure modern founders use to transform the entire planet into a unified talent pool. Top founders across history recognize that recruiting elite "A-players" is an organization's supreme priority. Modern technology enterprises—including Ramp, Shopify, ElevenLabs, Uber, and DoorDash—rely on Deel to navigate international hiring, cross-border compliance, and payroll management. Senra shares an insight from the founder of ElevenLabs, who explained that using Deel to hire exceptional operators worldwide allowed them to tear down communication barriers and accelerate their core innovation without getting bogged down in foreign bureaucratic overhead.

- **Ramp Benchmarks:** The median enterprise running on Ramp cuts costs by 5% and accelerates revenue growth by 16%. - **Deel Footprint:** Trusted by more than 40,000 businesses to manage, pay, and legally employ distributed global teams.

---

[12:56](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=776s) The Terminator: Competitive Drive and Character

When interviewing Zuckerberg’s inner circle, close family, long-time executives, and even his fiercest competitors, Stern encountered two consistent observations that people believe the public fundamentally misunderstands about him. First, no matter how ruthless and hyper-competitive you assume Zuckerberg is in business, you are almost certainly underestimating him. Second, contrary to the archetype of the tyrannical corporate titan, he is not an abusive personality; he treats people well and is genuinely decent in his personal interactions. While many individuals endowed with that degree of lethal competitive drive behave monstrously toward those around them, Zuckerberg operates without that personal malice.

```mermaid flowchart TD accTitle: Zuckerberg's Operational Model accDescr: Diagram illustrating Zuckerberg's methodical competitive advantages compared to the AI frontier lab model.

subgraph ZuckEdge ["Zuckerberg's Playbook"] A["Permanent Discontent<br/>('Terminator' Mentality)"] --> B["Decade-Long Methodical<br/>Product Iteration"] B --> C["Independently Funded<br/>via Core Ad Engine"] C --> D["Total Autonomy:<br/>No Outside Capital or Approval"] end

subgraph FrontierAI ["Venture AI Frontier Labs"] E["Messianic Mission<br/>('Final Human Invention')"] --> F["Continuous External<br/>Mega-Fundraising"] F --> G["Dependence on External<br/>Investors and Hype Cycles"] end ```

Stern quotes an unnamed former Meta AI researcher now working at a rival frontier AI lab who framed Zuckerberg's endurance in stark terms: "Mark is the fucking Terminator. He just doesn't stop." The researcher noted that Zuckerberg’s definitive edge is a state of perpetual discontent—he is always unhappy with the current state of things, yet he never lashes out destructively; he simply grinds forward. Zuckerberg himself articulated his strategic differentiation against figures like Sam Altman and Elon Musk by emphasizing that his personal genius lies in unglamorous, long-horizon craftsmanship. Rather than chasing flashy external spectacles, Zuckerberg excels at sitting in a room with an engineering team for decades, steadily refining a single product. Because of Meta's massive internal cash generation and voting control, he never has to run around raising capital rounds or asking permission from external gatekeepers.

- **The Dual Reality:** Insiders uniformly view him as far more competitively ruthless than the public imagines, yet far kinder and more even-tempered internally than common CEO caricatures suggest. - **The "Terminator" Trait:** An unyielding forward momentum fueled by chronic discontent with existing products rather than interpersonal hostility. - **Autonomy by Design:** Meta's corporate governance and balance sheet liberate Zuckerberg from the venture-capital fundraising circuit that constrains rival frontier AI labs.

---

[14:44](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=884s) The Classical Business Mogul vs. Messianic AI Founders

Stern entered the reporting process with substantial skepticism regarding Meta's social products and their wider cultural consequences, but came away with an unexpected appreciation for Zuckerberg's archetype. He views Zuckerberg not as part of the messianic Silicon Valley technologist cohort, but as a classical American industrial mogul. Zuckerberg is ideologically coherent and unconfused about what he is doing: Meta is first and foremost an ambitious, full-stack, deep-technology business.

This clarity sharply contrasts with the prevailing ethos among contemporary AI figureheads. Stern notes that when speaking with leaders across top frontier AI labs, it is nearly impossible to pull them back from the ideological precipice of believing their current startup is literally constructing the final invention in human history. Zuckerberg completely avoids that grandiose, quasi-religious rhetoric. He does not overstate Meta's metaphysical importance to the cosmos; he treats it as a durable enterprise designed to systematically engineer useful products, generate cash flow, and outlast its rivals over a multi-decade horizon.

- **Ideological Clarity:** Zuckerberg operates without the existential pretension common in Silicon Valley, viewing Meta squarely as an enduring commercial enterprise. - **Cosmic Restraint:** Unlike frontier AI founders who frame their models as the climax of human history, Zuckerberg avoids messianic claims about his technology. - **Mogul Archetype:** Prioritizes compounding balance-sheet value, technical infrastructure, and operational longevity over rhetorical grandstanding.

---

[16:32](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=992s) Meta's AI Moat: Planetary Distribution and Unglamorous Infrastructure

Senra points out that for nearly twenty years, industry observers and pundits have repeatedly declared Mark Zuckerberg finished, insisting that Meta has fallen irrevocably behind on mobile, video, or artificial intelligence. Yet every single time, Zuckerberg absorbs the blow, adapts, and surges ahead. When critics are pressed on whether they are willing to put their own money on the line and bet against Zuckerberg eventually dominating AI, their bravado evaporates.

Stern details the fundamental bull case for Meta in the AI race, which rests on two pillars that algorithmic rivals cannot readily duplicate: planetary distribution and physical infrastructure. On the distribution side, Meta possesses an installed base comprising roughly half of the human beings on Earth across WhatsApp, Instagram, Facebook, Messenger, and Meta AI. Regardless of whether Meta trains the absolute top frontier model on day one, any capability they release immediately reaches billions of users. On the infrastructure side, Zuckerberg spent twenty years doing the grueling, unsexy work that tech theorists ignore: negotiating municipal utility agreements, securing localized tax incentives, funding community public works projects, and constructing hyper-scale data centers. That twenty-year infrastructural slog provides Meta with computing horsepower and distribution that pure-play software competitors cannot match.

- **Planetary Surface Area:** Meta's products serve approximately half the living human population, granting an instantaneous distribution pipeline for any AI feature or model it ships. - **The Infrastructure Moat:** Decades spent cutting municipal deals, structuring tax credits, and constructing proprietary power and data infrastructure now anchor Meta's capital-intensive AI roadmap. - **Asymmetric Betting:** Despite vocal public criticism of Meta's strategic positioning, market participants and rivals remain fundamentally terrified of betting against Zuckerberg's ability to execute over the long run.

[18:09](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1089s) Why Zuckerberg Won't Walk Away and the Addicted-to-Building Mindset

Meta holds a formidable hand in the race for artificial intelligence because of its existing assets: massive distribution, dedicated infrastructure, and near-total dominance over daily human attention across its apps. When the value generated by AI begins to accrue, it is overwhelmingly likely to benefit the complementary layers that Meta already controls. While pure AI research labs must rent compute and third-party infrastructure at enormous expense, Mark Zuckerberg owns the stack. Insiders told Jeremy Stern they would never bet against Meta losing the AI race precisely because the company is positioned to capitalize on these structural advantages.

Throughout Stern's reporting, Zuckerberg repeated variations of a single core motivation: "I'm addicted to building. I just like building things." He never felt like he sat down to start a corporate enterprise; building was simply his default operating state. David Senra notes that these are his favorite founders—the ones who cannot be bought, who have no desire to be acquired, and who view their work as the only acceptable way to spend their finite time on earth.

When asked what it would take for Zuckerberg to step back from Meta, Stern points to the singular company he keeps. From his generation of founders, only Mark Zuckerberg and Elon Musk remain as the last men standing. It is impossible to imagine either man retiring to a superyacht, taking up detached hobbies, or running a philanthropic foundation full-time with their spouse. As Stern observes, both seem destined to "die as CEO"—working until their hearts give out. The foundational proof of this temperament occurred around 2006, when Yahoo offered $1 billion to acquire Facebook. Zuckerberg was barely 21 or 22 years old and owned roughly 70% of the equity. The entire executive management team pleaded with him to accept the deal, and board members Don Graham and Peter Thiel strongly encouraged the sale. Rather than agonizing over the decision, Zuckerberg rejected the offer almost immediately, prompting his entire executive team to walk away in protest. That instinctive refusal under extreme pressure revealed an unshakeable conviction that cannot be faked.

[21:11](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1271s) How Palmer Luckey Became Jeremy's First Profile

Before writing his acclaimed profile of Palmer Luckey, Stern had never profiled an individual person, let alone written about technology or business. His prior work focused on American and German politics, international relations, and foreign policy. Stern's reporting process typically starts not with a personality, but with an unresolved intellectual question that demands investigation, after which he seeks out the person best positioned to illuminate it.

Following the October 7 attacks in Israel, Stern was struck by the stark mismatch between military technology and asymmetric warfare. The Israel Defense Forces were considered one of the most technologically advanced, fourth-generation hybrid militaries in the world—relying on drone fleets, satellite tracking, underground acoustic sensors, and smart border fences designed to obsolete heavy armor and artillery. Yet Hamas breached the border using hang gliders, bulldozers, and small arms. Simultaneously, the war in Ukraine demonstrated a surreal collision of futuristic drone swarms operating alongside hundreds of thousands of young soldiers fighting with basic rifles in 150-year-old trench systems. This raised an urgent question for Stern: Is modern defense technology actually effective, or is the entire category overhyped?

```mermaid flowchart TD accTitle: Evolution of the Palmer Luckey Profile accDescr: Diagram tracing the question behind defense tech to Palmer Luckey's life story. subgraph GeoPolitics["Geopolitical Catalysts"] A["October 7th Hamas Attack<br/>High-tech sensors breached by low-tech tactics"] B["War in Ukraine<br/>Drone swarms combined with trench warfare"] end

subgraph CoreQuestion["Investigative Premise"] C{"Is modern defense tech real<br/>or is it overhyped?"} end

subgraph ProfileEvolution["From Thesis to Profile"] D["Initial Plan: Short 3,000-word Q&A with Palmer Luckey"] E["Anduril Industries & Oculus Origins"] F["15,000-Word 'Cradle-to-Grave' Longform Profile"] end

A --> C B --> C C --> D D --> E E --> F ```

Stern set out to answer that question by interviewing Palmer Luckey, who had founded Anduril Industries with the ambition of building America's first major defense prime contractor in generations. At the time, Luckey was already an icon within Silicon Valley, but he was not yet the mainstream media fixture who regularly appears on programs like *60 Minutes*. Stern had first heard of Anduril while deployed in the U.S. Army, remembering chatter about the young founder of Oculus VR pivoting to defense hardware.

- The project was originally conceived as a concise 3,000-word piece focused solely on the operational state of defense tech. - Once Stern immersed himself in Luckey's orbit and interviewed the key people in his life, the scope expanded into a 15,000-word "cradle to grave" profile published in August 2024. - The publication coincided with the aftermath of the July 2024 assassination attempt on Donald Trump, a moment when Silicon Valley venture capitalists and founders suddenly began rallying behind Trump publicly. - What fascinated Stern about Luckey was that he had openly backed Trump years earlier in 2016—not when it was socially acceptable in tech circles, but when doing so cost him everything, including his job at Facebook and the company he had dedicated his early adult life to building.

[26:09](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1569s) The Aftermath of Deep Immersion

When David Senra asks what surprised Stern most during the reporting process, Stern reflects on the disorienting psychological toll of long-form biographical writing. He typically dedicates anywhere from six months to a full year to researching, interviewing, and inhabiting the mind of a single subject. Yet the moment the manuscript is handed over to the copy editor and sent out into the world, an odd mental purge occurs.

Stern jokes that a literal "hole in my brain" forms, causing him to forget vast swaths of the specific details he lived with for months. Senra laughs in contrast, pointing out his own obsessively preserved archive: a ten-year repository containing every highlight, transcription, and note from his podcast career, now augmented with an AI assistant so he can instantly retrieve any detail at will. For Stern, once the creative act of entering a subject's consciousness is complete, the process resets completely.

[26:55](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1615s) Stripmining vs. Portraiture: How Writing Shapes the Writer

Jeremy Stern explains that inhabiting another person's psychology is manageable for a finite period, but staying immersed too long makes him feel as though he is losing his mind: "So, the day the piece is done, I feel like is the day I have to get out." David Senra pushes back, deeply curious about how the work reshapes Stern internally. For Senra, hosting *Founders* is a continuous process of personal transformation; listeners can hear him altering his opinions, adopting vital ideas, and being reshaped by the biographies he reads.

Stern distinguishes between their respective approaches. He views Senra's podcast as an operation that "strip-mines" extraordinary figures for practical insights that builders and operators can deploy in their own lives. Stern, by contrast, does not view his own long-form writing as utilitarian in that tactical sense. Instead, he sees its value in demystifying lives that appear almost unreal from the outside due to fame, wealth, or immense power, seeking to understand them as flesh-and-blood human beings caught in broader cultural and historical currents.

While many elite founders view themselves as trans-historical titans—as Marc Andreessen once quipped about Mark Zuckerberg, 500 years ago such individuals would have been raising armies rather than venture capital—Stern views them as deeply contingent on their historical moment. Senra laughs in recognition, recounting a private meeting with a tech figure where he remarked, "I'm getting like Genghis Khan vibes off of you, and I go, if this was 1,100 years ago you'd be on a horse chopping people's heads off, wouldn't you?" to which the founder unhesitatingly answered, "Absolutely." Stern maintains that when these leaders are analyzed centuries from now, their significance will be inseparable from the contemporary context they inhabited.

```mermaid flowchart TD accTitle: Contrasting Approaches to Studying Great Founders accDescr: Diagram illustrating the functional differences between Senra's tactical insight extraction and Stern's literary portraiture. subgraph Senra["David Senra's Approach"] A["Biographical Study"] --> B["Strip-mine for Tactical Insights"] B --> C["Personal Transformation & Business Playbooks"] end subgraph Stern["Jeremy Stern's Approach"] D["Deep Immersive Reporting"] --> E["Expose Humanity & Historical Contingency"] E --> F["Literary & Cinematic Portraiture"] end ```

[29:42](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1782s) The Observer's Dilemma: Introspection and Craft

Senra continues pressing Stern, bewildered by his insistence that studying these titanic figures does not alter his internal mindset. Stern elaborates that he is drawn to revealing the messiness of human lives rather than extracting self-help lessons. He observes that the grand narratives people construct about themselves often serve as psychological armor against mortality—a way to shield against the reality that "at some point like we're all going to die and we're all going to get forgotten and all of this hard work is going to, you know, end up being meaningless."

When Senra directly asks whether he is introspective, Stern laughs, calling the question a "minefield," but concedes that he prefers training his focus outward rather than dwelling on himself. Senra expresses utter disbelief, noting that across phone calls, text messages, and earlier conversations sitting in the backyard, Stern consistently refuses to claim any personal change from his work: "It doesn't seem to change you, which is fucking shocking to me. Like that you're so good at what you do... and you just will not give me any of this." Stern humorously concedes, "Maybe the answer to your question is I'm not introspective enough to understand how it does change me." He doubts his wife or parents would describe him as fundamentally different now compared to when he began writing at Colossus.

For Stern, life comes down to an alignment between aptitude and fulfillment: "There's maybe a few things that I'm good at and maybe there's a few things that make me happy, but there's only one thing that's both, right? I think I'm pretty good at writing and it makes me pretty happy." He has concentrated entirely on the mechanics of storytelling, prose style, and bringing literary or cinematic ambition to business profiles rather than absorbing operational tactics. Citing an essay by David Foster Wallace, Stern reflects on writers as natural-born "watchers and lurkers and starers" who crave the safety of being invisible witnesses and fear having the tables turned on them to become the subject under interrogation. His discomfort with self-analysis is compounded by how recently his life shifted; only seven or eight years prior, he was serving in the military eight thousand miles away, entirely detached from public life.

- **David Foster Wallace's definition of writers:** Natural observers, lurkers, and witnesses whose greatest vulnerability is having the scrutiny reversed onto themselves. - **Jeremy Stern's career pivot:** Transitioned from military service overseas just seven or eight years ago into public-facing long-form writing.

[34:00](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=2040s) Business and Technology as the Cultural Vanguard

Senra transitions with a quote from Peter Thiel's *Zero to One*—"The single most powerful pattern I have noticed is that successful people find value in unexpected places"—tying it into a sponsor read for AppLovin's advertising engine before redirecting back to Stern's intellectual motives. He asks Stern to articulate why, after an entire early life spent outside the orbit of business and tech, he chose this particular arena for his writing.

Stern explains that his focus originated with his long-form profile of Palmer Luckey, but stemmed from a broader historical realization: technologists and entrepreneurs have become the defining, interdisciplinary figures of our era. Different periods elevate distinct archetypes to the center of cultural gravity: - **1940s:** Physicists and national security strategists directing the war effort and the dawn of the atomic age. - **1960s–1970s:** Musicians, filmmakers, and novelists setting the cultural and political tone. - **Past 10–20 years:** Technology founders and business leaders actively shaping the material conditions of the modern world.

Stern was drawn to these figures not out of commercial enthusiasm, but out of a desire to document the individuals who are exerting the greatest influence over the shape of human society and the future.

[036:26] Bringing Literary Ambition to Business Writing

Jeremy Stern clarifies that his focus on technology founders and venture capitalists does not stem from an inherent obsession with tech or finance per se, but rather because they represent the definitive answer to who holds power and influence in contemporary American life. His own background and primary passion have always been rooted in books, fiction, literature, and poetry, having spent more time reading than doing anything else. When surveying the landscape of tech and business writing, he noticed that the most gifted prose stylists—those possessing genuine literary ambition—rarely operate in this arena. Much of the coverage produced is ephemeral, lacking longevity, and forgotten within a year, let alone enduring five, ten, or twenty years down the line.

When Jeremy joined Colossus alongside Patrick O'Shaughnessy, they identified an open slice of the market: reviving the great tradition of long-form American magazine writing. Referencing his former colleague at *Tablet*, David Samuels, Jeremy notes that the long-form magazine profile is perhaps "America's only indigenous form of writing"—an art form native to the American vernacular, unlike poetry or the novel. This lineage stretched from *The New Yorker* in the 1940s and 1950s, to *Esquire* in the 1960s, to *Vanity Fair* and *Harper's* in the 1980s and 1990s, before being dismantled over the past two decades by the digital era that Mark Zuckerberg and platforms like Facebook ushered in. Jeremy's objective is to redirect that elevated literary craft directly into business and technology profiling. David summarizes this realization: Jeremy is not copying ideas from founders; he is borrowing the craft of poetry and storytelling to capture the most consequential figures of the era.

[039:20] Scott Wu and the Search for a Humanist AI Founder

The conversation pivots to Cognition founder Scott Wu. Jeremy explains that his initial interest in Wu began when public sentiment toward prominent artificial intelligence figures was reaching a fever pitch of frustration. Many of the personalities dominating the AI narrative struck the public as grating, irritating, arrogant, and severely lacking in self-awareness—hardly individuals society would gladly welcome as "new overlords." Jeremy set out to see if there was an AI leader who defied this stereotype: an undeniable technical prodigy who remained a humanist at his core, someone the broader world could actually trust with transformative technology. Wu's name was consistently recommended by mutual contacts.

```mermaid flowchart TD accTitle: Profile Approach Comparison accDescr: Diagram contrasting traditional heavily stage-managed tech profiles with Jeremy Stern's conversational profile of Scott Wu.

subgraph Standard["Typical Executive Profile"] A["Layers of PR & Bureaucracy"] --> B["Stage-Managed Narrative"] B --> C["Third-Person Omniscient Framing"] end

subgraph WuApproach["Scott Wu Profile Approach"] D["Direct, Unmanaged Access"] --> E["Two 90-Min Spaced Interviews"] E --> F["Natural Rapport & Mutual Wit"] F --> G["Transcript-Style Dialogue + Contextual Intro"] end ```

When approaching profiles, Jeremy typically demands a baseline of at least two 90-minute interviews separated by a meaningful interval of time, allowing him to observe the subject across different settings and headspaces. Meeting Scott Wu, Jeremy found someone refreshingly free of media training, PR handlers, and corporate bureaucracy. Because Wu proved deeply reflective—a posture that felt both challenging and profoundly sincere for him—and because the two struck up an easy, humorous rapport, Jeremy made the deliberate editorial choice to present the piece predominantly as a rich transcript rather than imposing a third-person omniscient voice. He wanted the reader to experience sitting in the room and listening to Wu directly.

[043:32] The Mathematics "GOAT" and the Nature of Competitiveness

When interviewing people who know Scott Wu intimately, Jeremy encountered uniform praise regarding his intellect. While being recognized as a mathematical genius is table stakes in his circle, Wu holds a unique status even among peers who have won gold medals at international Olympiads in mathematics, physics, and computer programming. Within that elite echelon, Wu is regarded as the undisputed "GOAT"—not only as an individual competitor, but as the premier mentor, coach, and godfather to the generation that followed him, despite not yet being 30 years old.

- **Innate Leadership:** Jeremy observes that if you place Scott Wu in a photograph alongside a dozen other Olympiad champions and show it to an outsider, that person will immediately point to Wu as the leader of the room; pairing supreme technical genius with charismatic, effortless leadership is exceptionally rare. - **The Competitive Spectrum:** When David asks whether Wu shares Zuckerberg's ruthless competitive drive, he draws on an analogy from Kobe Bryant regarding Michael Jordan. Kobe famously acknowledged that Jordan was far more competitive because Jordan had to win at literally everything—even petty contests like who could eat a salad the fastest—whereas Kobe's intensity was restricted to basketball. - **Zuckerberg vs. Wu:** Jeremy distinguishes their temperaments by noting that while Zuckerberg is likely the single most focused, competitive individual alive within the exact scope of his enterprise, he is unlikely to run around trying to annihilate his kids at quiz bowl, whereas Wu displays an all-encompassing drive to conquer whatever game lies in front of him.

[46:00](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=2760s) Scott Wu’s Uncompromising Drive and Authenticity

Scott Wu possesses a hyper-competitive streak reminiscent of Michael Jordan—the kind of person who, if there are five spare minutes before a meeting begins, immediately wants to flip quarters or roll dice just to spend every waking second destroying someone at a game. David Senra recalls having a blast hosting Scott, noting that Wu has an uncanny gift for distilling profoundly complex ideas into accessible language. Wu pairs that mathematical intellect with an exceptionally disarming, friendly user interface and can talk endlessly. Beneath that cheerful exterior, however, sits an unyielding intensity; as Wu repeatedly acknowledged on the podcast, "I'm really salty. I'm really salty." That fierce need to win explains why Wu has flatly rejected massive acquisition buyout offers thrown at him. He simply does not view himself as conquerable.

Jeremy Stern approached Scott Wu for a profile right after competitor Cursor made a deal, making Wu seem like the "last of the Mohicans" holding out independently in the AI landscape. When Wu explained why he has zero interest in selling and intends to steer Cognition all the way to the end as an independent company, his conviction felt entirely authentic and believable. When David asks whether Wu has the narrowest gap between his public persona and private reality among the founders Jeremy has profiled, Jeremy agrees:

> "Because he does not have all these years of media training under his belt, and also he doesn't seem to be interested in developing that part of his brain—which I appreciate—he was the one who seemed to be, yeah, the kind of the same person while I was interviewing him that he was when he did a product review, or went into some sort of meeting, or was raising money, or went home to his girlfriend."

---

[48:29](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=2909s) The Kushner Family Saga: From Forest Partisans to American Power

Before the Mark Zuckerberg profile, Jeremy's piece on Thrive Capital founder Josh Kushner was the most-read essay on *Colossus*—and remarkably still holds that status. In tackling Josh, Jeremy did not begin with the individual in isolation, but with a broader historical and narrative canvas. Jeremy had followed the Kushner family long before Donald Trump's 2016 election victory thrust older brother Jared into the White House. Back when Jared was merely the publisher of the *New York Observer*, Jeremy was already fascinated by the family's New Jersey real estate empire, their father Charles's dramatic legal troubles, and the harrowing origins of the grandparents.

```mermaid flowchart TD accTitle: The Kushner Family Trajectory accDescr: Generational rise of the Kushner family from Holocaust survival in Belarus forests to American influence and Thrive Capital.

subgraph Origin["First Generation: Survival"] A["Bielski Partisans in Belarus Forests<br/>Small arms, ambushes & survival"] --> B["Immigration to the United States<br/>Arrived with literally nothing"] end

subgraph Rise["Second Generation: Dynasty"] B --> C["New Jersey Real Estate Empire<br/>Built vast development portfolio"] C --> D["Political & Global Prominence<br/>Visits from Bill Clinton & Benjamin Netanyahu"] end

subgraph Modern["Third Generation: Reinvention"] D --> E["Jared Kushner<br/>Media & White House"] D --> F["Josh Kushner<br/>Founder of Thrive Capital"] end ```

The Kushner grandparents had their entire world obliterated during the Holocaust, losing nearly their whole family to Nazi executions. In what is now modern-day Belarus, the grandmother survived as part of the Bielski partisans—an armed collective of Jewish concentration camp escapees led by Tuvia Bielski who lived in deep forests, trained with small arms, and executed reprisal ambushes and kidnappings against Nazi forces (an odyssey popularized by the Daniel Craig film *Defiance* and echoing elements of *Inglourious Basterds*). After years of clawing their way to America, they landed with nothing. Yet within that grandmother's single lifetime, global statesmen like Bill Clinton and Benjamin Netanyahu were visiting her home for dinner to court the influence of her son. The Kushner saga carried the dynastic scale of the Kennedys intertwined with the quintessential Holocaust survival arc.

---

[52:00](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=3120s) The State of the American Dream and Josh Kushner’s Ambition

This generational leap resonated deeply with Jeremy, who is himself the Jewish grandson of Holocaust survivors. For Jeremy, the foundational promise of America is the concept of a transcendent "supra tribe": a civic identity anchored in the U.S. Constitution, individual liberty, and shared freedoms that allows citizens to remain as intensely Irish, Sikh, Korean, or Jewish as they wish without sacrificing their heritage. Watching that national fabric fray and turn polarized over his adult life has caused him real concern. Consequently, his long-form profiles serve as a vehicle to inspect the vital signs of the American dream—investigating whether it remains an active, animating reality in technology and enterprise rather than the failed myth portrayed by critics across the political spectrum.

Josh Kushner's meteoric ascent as a major backer of transformative tech companies provided a compelling canvas to explore that ideal. When Jeremy mentions Josh's role as a venture capitalist, David quickly interrupts: "Don't tell him you called him a VC. He'll take offense to that." David points out that Jeremy previously admitted in an interview with Lu Lu that he initially found tech investors annoying and "full of shit," which had originally led him to profile Greenoaks founder Neil Mehta as an exception to the rule. David insists Josh operates with vastly larger, founder-level ambitions and thinks like a builder rather than a passive financier. That unconventional mindset is captured in the opening scene of Jeremy's profile, where Josh travels to Malibu to sit down with legendary music producer Rick Rubin, seeking counsel on how to protect his creative instincts and avoid losing the underlying magic of his craft.

[55:08](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=3308s) Venture Capitalists, Self-Perception, and Josh Kushner's Founder Focus

David points out that Josh Kushner seems largely indifferent to what his investor peers are doing. Just as Jeremy does not look around at other profile writers to dictate his craft, Kushner is not looking around at fellow venture capitalists for cues—he is paying attention to founders. Jeremy agrees, noting that this orientation is also true of other exceptional investors, but stands in stark contrast to the broader venture landscape. Jeremy quips that the tech ecosystem has entered an era of heavy oversaturation when it comes to the public engagement of venture capitalists, many of whom vastly "overestimate how interesting they are to other people" as they constantly post and offer unsolicited advice.

David laughs at the observation and clarifies what he searches for when studying high performers: he is endlessly fascinated by how people actually view themselves and their work behind closed doors. You can put a standard label on someone—calling Jeremy a writer, or Mark Zuckerberg a CEO—but that label rarely captures reality. When David sat down with Zuckerberg, he did not get the impression of an executive running a corporate balance sheet; he felt unmistakable "emperor vibes." Six months later, Jeremy published his profile illustrating that Zuckerberg is essentially Augustus reincarnated. The critical reporting challenge is understanding someone's subjective reality, and David emphasizes that Kushner "damn sure does not think of himself as a venture capitalist."

[56:36](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=3396s) "What If I Lose the Magic?": Josh Kushner, Rick Rubin, and Generational Fear

Jeremy explains that Kushner's unique self-perception is why he chose to open his profile with an intimate scene between Kushner and legendary music producer Rick Rubin. Early in the interview process, Jeremy had not yet determined the structure of the piece or planned to recount the Kushner family's full multigenerational history. But Kushner recounted a moment of profound personal crisis when he sought out Rubin's counsel. Thrive Capital was on an incredible run, and Kushner—having also founded companies himself—felt as though he had captured magic in a bottle. Yet he was haunted by a single terrifying question for Rubin: *"What do I do if I lose the magic?"* Kushner lived with the dread that the spark would unexpectedly escape him, leaving him empty-handed as everything collapsed.

```mermaid flowchart TD accTitle: Josh Kushner's Psychology and Generational Fear accDescr: Diagram tracing Kushner's pursuit of advice from Rick Rubin back to generational trauma from the Holocaust.

subgraph Mindset["Internal Dilemma"] A["Thrive Capital's success: Magic in a bottle"] --> B["Existential anxiety: What if the magic escapes?"] end

subgraph Council["Seeking Counsel"] B --> C["Consults Rick Rubin in search of grounding"] end

subgraph RootCause["Generational Trauma"] C -.-> D["Holocaust family background"] D --> E["Persistent dread that everything built can be stripped away overnight"] E --> F["Drive to build ultimate invulnerability rather than enjoy the ride"] end ```

Jeremy immediately recognized and sympathized with that vulnerability, viewing it through the specific psychological lens of coming from a Holocaust survivor family. In families shaped by that history, an existential fear persists—even in modern America—that everything you build, value, and love can be stripped away overnight, forcing you to pick up the pieces and start over in exile. While many in venture capital behave as if they are merely riding an exciting roller coaster for fun, Kushner fundamentally understands that things eventually fall apart, instilling a relentless urgency to make the most of the moment and build total invulnerability.

David observes that Jeremy just executed live the exact narrative technique that makes his writing extraordinary: launching into a premise, traveling through a complex tangent, and seamlessly snapping back to resolve the initial loop. David highlights how Jeremy employed this exact method in the Zuckerberg profile, moving from breakfast with Zuckerberg's parents, to visceral descriptions of mixed martial arts sparring—waking up daily to beat people up for two hours—and back out to the broader thematic portrait without dropping a single thread.

[59:50](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=3590s) The "Professional Researcher" and Contingent Ambition

David connects this inward drive back to Rick Rubin's own appearance on *Founders*. While the outside world categorizes Rubin as an iconic record producer and label co-founder, Rubin told David that he views his actual occupation as that of a "professional researcher." Every morning, Rubin simply wakes up and explores whatever subject fascinates him most that day—whether that means diving into music, listening to podcasts, or interviewing eclectic thinkers.

Jeremy finds that mindset revealing, especially when contrasted with typical venture capital dogmas. VCs frequently prize founders whose corporate mission can be traced back to a neat, singular obsession from early childhood, interpreting that linear arc as proof of disciplined, ruthless commitment. Yet Jeremy finds immense value in founders whose trajectories are far more contingent: - People who are not primarily motivated by money or status. - Individuals who spent their youth pursuing genuine, organic curiosities and cultivating deep relationships rather than optimizing for business outcomes. - Leaders who arrived at investing or company building later in life as the natural, logical culmination of diverse interests, rather than following a rigid path mapped out from adolescence.

[01:01:44](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=3704s) Natalya Shansky and the Obligation to One's Gifts

David asks Jeremy if he has ever had a mentor who served as his personal Rick Rubin figure. Jeremy shares that growing up, his older brother Josh played that role, but upon entering college at age eighteen, his life was completely transformed by his Russian professor, Natalya Shansky. Shansky was a classically severe, grandmotherly Soviet woman who possessed an extraordinary talent for pointing out every way Jeremy was being an idiot, making destructive choices, and failing to plan for his future.

Their relationship began entirely by accident: - Jeremy had performed so poorly in high school Spanish that he could not test out of his college's freshman foreign language requirement. - Facing two mandatory semesters of language, he resolved to pick the strangest-sounding course he could find just to endure the requirement. - He chose Russian, fell completely in love with the language and literature, declared it his major, and spent a year and a half of college living and studying in Russia. - Throughout that eighteen-month period abroad, Jeremy called Shansky every single Sunday to talk.

Although Shansky passed away a few years later, her influence was so profound that Jeremy named his one-year-old daughter after her. When David asks what core lesson she imparted, Jeremy reflects on an ethos that later anchored his profile of Cognition founder Scott Wu: Shansky believed passionately that when human beings are born with a gift, they do not just possess a talent—they carry an absolute obligation to that gift.

[01:03:37](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=3817s) The Obligation to One's Gifts and the Lens of Business Profiling

Jeremy reflects on the profound ethical philosophy instilled in him by his Russian professor, Natasha. In her worldview, if someone possesses a distinct gift and fails to do everything in their power to cultivate, share, and exploit it, they are committing a genuine sin against themselves and against God. During that phase of his youth, Jeremy’s life was clouded by excessive drinking and drug use, accompanied by a lack of focus on his studies and his future. Natasha saw past the reckless exterior, recognizing latent talent within him. To her, squandering that potential was far more severe than standard youthful foolishness—it was an existential transgression against his own destiny.

David Senra reacts strongly to this encounter, noting how extraordinary and transformative it is for an 18-to-20-year-old kid with raw ability to hear such uncompromising truth from a mentor. Jeremy agrees wholeheartedly, calling it the single most impactful thing anyone had ever done for him up to that point. It altered his trajectory entirely and reshaped how he evaluates human potential. As they discuss it in real time, Jeremy realizes that Natasha's framework serves as the underlying lens through which he views the subjects of his long-form profiles at Colossus—figures like Mark Zuckerberg, Palmer Luckey, Scott Wu, and Josh Kushner. It also informs how he connects with friends and colleagues: looking at individuals through the standard of whether they are honoring or neglecting their inherent gifts.

[01:04:55](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=3895s) Joining the Military, Natasha’s Backstory, and Handwritten Letters

After college, Jeremy worked for a year before making the unexpected decision to enlist in the United States Army. Natasha was deeply distraught and upset by his choice. Having endured a harrowing journey that took decades to escape the Soviet Union, ultimately fleeing to America with just her infant daughter, she viewed safety and physical comfort as hard-won treasures. From her vantage point, voluntarily giving up that security to sign up for physical danger in the armed services looked like madness—a reckless abandonment of the most precious gift a person could have. Jeremy, on the other hand, was wrestling with restlessness and searching for purpose in a way that made military service feel necessary for his personal development.

Jeremy joined during the late Obama administration under the federal budget cuts known as sequestration, which had slashed the Department of Defense budget. Because training slots were limited due to dried-up funding, an unusual eight-month lag stretched between the day he signed his enlistment contract and when he finally shipped off to boot camp. During those eight months, he and Natasha spoke continuously, maintaining a deep dialogue.

- **Preserved voicemails:** Natasha tragically passed away from Lou Gehrig's disease (ALS) in 2015. Jeremy kept every voicemail message she left for him during that eight-month waiting period, backing them up across multiple redundant cloud storage accounts to ensure they are never lost if a tech platform fails. - **Handwritten letters from boot camp:** In basic training, recruits had all cell phones and electronics confiscated, leaving handwritten letters as the sole method of contact with the civilian world. Jeremy wrote consistently to only two people throughout his time in training: his then-girlfriend (now his wife) and Natasha.

[01:07:08](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=4028s) Concluding Reflections and Sign-off

David highlights the enduring beauty of Natasha's moral demand: that talent is an endowment greater than oneself, and refusing to step into that potential is an offense, while cultivating it is a form of service to humanity. Jeremy admits that while he reflects on her impact constantly, it had been a very long time since he had spoken about her out loud, making the recollection feel fresh and emotional.

David closes by praising Jeremy as a deeply soulful writer and thinker, urging listeners to explore his comprehensive profiles on Colossus. The episode concludes with David thanking the audience and recommending both a subscription to the show and a deep dive into his companion podcast, *Founders*, built upon nearly a decade of analyzing over 400 biographies of history's greatest builders and entrepreneurs.

## Notable quotes > [02:53](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=173s) If I could like tilt the gyroscope that people have on this person's life and their psychology by 10%, I feel like... I've accomplished something. — Jeremy Stern

> [06:39](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=399s) Carthage must be destroyed — Mark Zuckerberg

> [06:39](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=399s) Domination! — Mark Zuckerberg

> [12:56](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=776s) Mark is the fucking Terminator. He just doesn't stop. — Unnamed former Meta AI researcher

> [18:09](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1089s) I'm addicted to building. I just like building things. — Mark Zuckerberg

> [18:09](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1089s) die as CEO — Jeremy Stern

> [26:09](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1569s) hole in my brain — Jeremy Stern

> [26:55](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1615s) So, the day the piece is done, I feel like is the day I have to get out. — Jeremy Stern

> [26:55](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1615s) I'm getting like Genghis Khan vibes off of you, and I go, if this was 1,100 years ago you'd be on a horse chopping people's heads off, wouldn't you? — David Senra

> [29:42](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1782s) at some point like we're all going to die and we're all going to get forgotten and all of this hard work is going to, you know, end up being meaningless. — Jeremy Stern

> [29:42](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1782s) It doesn't seem to change you, which is fucking shocking to me. Like that you're so good at what you do... and you just will not give me any of this. — David Senra

> [29:42](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1782s) Maybe the answer to your question is I'm not introspective enough to understand how it does change me. — Jeremy Stern

> [29:42](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1782s) There's maybe a few things that I'm good at and maybe there's a few things that make me happy, but there's only one thing that's both, right? I think I'm pretty good at writing and it makes me pretty happy. — Jeremy Stern

> [29:42](https://www.youtube.com/watch?v=cvmgnpxr-Lk&t=1782s) watchers and lurkers and starers — Jeremy Stern

## Mentioned Jeremy Stern, David Senra, Mark Zuckerberg, Colossus, Founders podcast, Palmer Luckey, Oculus, Anduril Industries, Stripe, Bill Gates, Steve Jobs, Jeff Bezos, Larry Page, Sergey Brin, Meta, Priscilla Chan, Augustus Caesar, Elon Musk, Napoleon, Virgil's Aeneid, Google, Sean Parker, Agrippa (Marcus Vipsanius Agrippa), Ramp, SpaceX, Deel, ElevenLabs, Shopify, Uber, DoorDash, Sam Altman, WhatsApp, Instagram, Facebook, Messenger, Meta AI, Yahoo, Don Graham, Peter Thiel, Israel Defense Forces, Hamas, Donald Trump, 60 Minutes, U.S. Army, Marc Andreessen, Genghis Khan, David Foster Wallace, Scott Wu, Josh Kushner, Thrive Capital, Rick Rubin

## Video description Jeremy Stern is the editor-in-chief of Colossus, where he writes long-form profiles of leading entrepreneurs and investors. He goes behind the scenes of his reporting on Mark Zuckerberg, explaining how months of interviews revealed Zuckerberg’s fascination with Augustus, relentless competitive drive and commitment to building Meta for decades. Jeremy discusses why Meta’s distribution and infrastructure could give it an advantage in AI and why some founders seem incapable of walking away. He explains how a question about defense technology became his first profile, on Palmer Luckey, and why he brings the craft of fiction and poetry to writing about business. Jeremy also describes Scott Wu’s combination of mathematical genius, natural leadership and authenticity, and how Josh Kushner’s family history shaped his exploration of Thrive Capital and the American dream. The conversation closes with the story of Jeremy’s Russian professor, whose belief that people have an obligation to their gifts changed his life and helped shape how he sees the people he writes about.

Show notes: https://www.davidsenra.com/episode/jeremy-stern

Made possible by Ramp: https://ramp.com Deel: https://deel.com/senra AppLovin: https://applovin.com/senra

David Senra X: https://x.com/davidsenra Instagram: https://www.instagram.com/davidsenra LinkedIn: https://www.linkedin.com/in/davidsenra Facebook: https://www.linkedin.com/company/senrashow Threads: https://www.threads.com/@davidsenra Spotify: https://spti.fi/TVrr557 Apple Podcasts: https://apple.co/4msoZtb

Jeremy Stern Website: https://colossus.com/author/jeremy-stern X: https://x.com/colossusjeremy

Chapters 00:00:00 Jeremy’s Zuckerberg profile 00:06:39 Why Zuckerberg identifies with Augustus 00:13:03 The competitive drive people still underestimate 00:18:49 Why Zuckerberg won’t walk away 00:21:11 How Palmer Luckey became Jeremy’s first profile 00:35:05 Bringing literary ambition to business writing 00:39:20 Why Scott Wu stood out among AI founders 00:48:29 Josh Kushner’s family history and the American dream 00:56:36 Asking Rick Rubin: What if I lose the magic? 01:01:44 The mentor who taught Jeremy to use his gifts

[Source](https://www.youtube.com/watch?v=cvmgnpxr-Lk)

中文简报

扎克伯格依托基础设施与投票控制权在AI竞争中持久制胜 Meta在人工智能领域占据优势,是因为Mark Zuckerberg将高度集中的公司控制权、专有的公用基础设施以及帝国般的进取意志相结合,意在比风投支持的竞争对手更具持久力。 Colossus编辑Jeremy Stern解析了他通过心理刻画与人物特写来报道知名创始人的手法,将文学式的人性观察与传统的商业新闻进行了对比。他探讨了Mark Zuckerberg强烈的竞争意识、长期的运营耐力以及对古罗马帝国历史的深刻认同,将Zuckerberg勾勒为古典式的美国工业大亨,而非具有救世主情结的硅谷意识形态家。此外,Stern还讲述了现代不对称战争如何启发了他对Palmer Luckey的深度人物报道,并探讨了为何像Zuckerberg和Elon Musk这样极度执着的创始人从根本上始终痴迷于业务构建。 Mark Zuckerberg仍是同代大型科技公司中唯一仍在任的创始人兼CEO,其统领的Meta规模约为Stripe(千禧一代创立的第二大企业)的十倍左右。 (0:02) Meta的AI战略有别于硅谷救世主式的叙事,而是依赖工业级护城河:专有数据中心基础设施、市政公用事业协议,以及覆盖全球半数人口的分发渠道。 (16:32) Zuckerberg的企业哲学和个人形象深受奥古斯都·凯撒(Augustus Caesar)和古典罗马的影响,从内部动员口号到其个人AI智能体Agrippa的架构均体现了这一点。 (6:39) Jeremy Stern从国际关系与军事背景转型进入商业新闻界,起因是一篇对Palmer Luckey的3000字问答最终扩写成了极具影响力的1.5万字传记式特写。 (21:11)

Reading summary

Profile writer Jeremy Stern argues that modern technology founders serve as the defining figures of contemporary American power, requiring deep psychological portraiture rather than tactical business playbooks to understand their true motivations and historical significance. Literary Portraiture Over Tactical Extraction (26:55) While business analysts typically examine corporate mechanics or extract tactical playbooks for operators, Stern approaches biographical writing through the tradition of long-form American magazine journalism. Originating across publications like The New Yorker, Esquire, and Vanity Fair before digital media fragmented the format, this approach treats subjects as complex human beings shaped by neuroses, historical circumstance, and private motivations rather than as corporate archetypes. Stern emphasizes that extraordinary founders are deeply contingent on their historical eras rather than timeless titans. Instead of offering operational advice, Stern aims to shift reader perceptions of a subject's interior psychology by even a modest margin, exploring how individuals cope with mortality, ambition, and the immense pressure of their positions. Zuckerberg's Roman Archetype and Operational Moats (6:39) Stern's profile frames Mark Zuckerberg through the lens of Augustus Caesar, an obsession dating back to Zuckerberg's high school Latin studies. Unlike peers who adopted messianic language or stepped down from leadership, Zuckerberg functions as a classic industrial mogul with an appetite for multi-decade execution. His self-conception aligns with Augustus's transition of Rome from a republic to an autocracy that established commercial stability, though Stern notes Zuckerberg's historical reading selectively downplays the centralization of autocratic power. Colleagues and competitors describe Zuckerberg as exceptionally ruthless yet personally decent, driven by perpetual discontent rather than malice. Meta's strategic positioning in artificial intelligence relies on concrete advantages that venture-backed research labs lack: voting control, independent cash flows, proprietary data centers, municipal infrastructure deals, and an installed product surface area reaching approximately half the global population. Divergent Founder Temperaments: Wu and Kushner Stern identifies contrasting psychologies across the entrepreneurs he profiles. Cognition co-founder Scott Wu displays an unvarnished, totalizing competitiveness reminiscent of elite athletes, seeking to win every minor contest while maintaining minimal separation between his public conduct and private self. Having earned top standing among international mathematics Olympiad champions, Wu retains an unfiltered drive that led him to reject acquisition offers to build an enduring, independent firm. In contrast, Thrive Capital founder Josh Kushner's ambition is anchored in generational memory. Tracing his lineage to Holocaust survivors who escaped into the forests of Belarus with the Bielski partisans, Kushner operates with an acute awareness of fragility. Stern links Kushner's private anxiety—exemplified by asking music producer Rick Rubin how to avoid losing his creative "magic"—to a subconscious recognition that accumulated success, wealth, and safety can vanish abruptly. The Moral Obligation to One's Gifts (61:44) Stern roots his evaluative framework in the teachings of his college Russian professor, Natalya Shansky, an immigrant who fled the Soviet Union. Shansky instilled the belief that possessing an innate gift imposes an absolute duty to develop and apply it; squandering potential was viewed not merely as personal neglect, but as an existential offense. This principle guided Stern through his own unconventional path—from academic underperformance and military service in the U.S. Army during federal sequestration budget cuts to long-form writing. It also provides the consistent standard Stern uses when profiling builders like Zuckerberg, Luckey, Wu, and Kushner: examining whether they are fully answering the demands of their endowments. Stern suggests that as tech entrepreneurs supplant political figures and cultural artists at the center of global influence, the ultimate test of their legacies lies not merely in balance sheets or valuation multiples, but in whether their enduring architectures justify the vast concentration of power they hold.

Source quotes

[2:53] Jeremy Stern: If I could like tilt the gyroscope that people have on this person's life and their psychology by 10%, I feel like... I've accomplished something. [6:39] Mark Zuckerberg: Carthage must be destroyed [6:39] Mark Zuckerberg: Domination! [12:56] Unnamed former Meta AI researcher: Mark is the fucking Terminator. He just doesn't stop. [18:09] Mark Zuckerberg: I'm addicted to building. I just like building things. [18:09] Jeremy Stern: die as CEO [26:09] Jeremy Stern: hole in my brain [26:55] Jeremy Stern: So, the day the piece is done, I feel like is the day I have to get out. [26:55] David Senra: I'm getting like Genghis Khan vibes off of you, and I go, if this was 1,100 years ago you'd be on a horse chopping people's heads off, wouldn't you? [29:42] Jeremy Stern: at some point like we're all going to die and we're all going to get forgotten and all of this hard work is going to, you know, end up being meaningless. [29:42] David Senra: It doesn't seem to change you, which is fucking shocking to me. Like that you're so good at what you do... and you just will not give me any of this. [29:42] Jeremy Stern: Maybe the answer to your question is I'm not introspective enough to understand how it does change me. [29:42] Jeremy Stern: There's maybe a few things that I'm good at and maybe there's a few things that make me happy, but there's only one thing that's both, right? I think I'm pretty good at writing and it makes me pretty happy. [29:42] Jeremy Stern: watchers and lurkers and starers

Original transcript

[0:02] All right. You're here because I'm a [0:04] massive fan. Uh I think you are the best [0:06] in the world at what you're doing right [0:07] now, which is writing these incredible [0:08] long- form profiles on a lot of the top [0:11] investors and entrepreneurs in the [0:13] world. I just finished reading the one [0:15] you did on Mark Zuckerberg. I thought it [0:17] was so good. I actually did an episode [0:18] on it for my other podcast, founders. [0:20] So, I want to just like jump into what [0:22] it was like spending if you just like go [0:24] behind the scenes of like, okay, how [0:27] long did that piece take to write? How [0:28] much time did you spend with him and and [0:30] like his entire world? [0:32] >> So his team reached out to me first [0:34] originally I think toward the end of [0:36] last year which surprised me quite a bit [0:39] cuz a couple years ago I wrote this [0:41] profile of Paul Murli who started and [0:44] Oculus and in that profile the big [0:47] villain in the piece is Mark Zuckerberg. [0:50] Zuckerberg had provided a comment for it [0:52] which I think eventually led to some [0:54] sort of reconciliation between Palmer [0:56] and and Zuckerberg because you know [0:58] after 2016 Zuckerberg had fired or [1:01] didn't block the firing of of Palmer [1:03] Lucky after he'd made this small [1:05] contribution to a a proTrump group. So [1:07] they'd had a big falling out and that [1:09] falling out had become legendary at that [1:11] point in Silicon Valley and it was a big [1:12] part of this piece I'd written. So I was [1:14] kind of surprised to hear from his team [1:17] uh that he would be interested in [1:19] talking to me. So, I think you know [1:21] earlier this year I think we were both a [1:24] little bit skeptical about the idea and [1:26] we decided just to have lunch for a [1:28] couple hours off the record just to meet [1:29] and say hi and say everything that was [1:31] on our minds. I initially came away from [1:33] it feeling uh a a little bit pessimistic [1:37] about a piece just because, you know, [1:39] he's one of the most overexposed people [1:41] on planet Earth. He's been under a [1:42] microscope for 25 years. But eventually [1:45] I did land on, you know, a number of [1:47] things that I thought really made him [1:49] interesting, which is some of the stuff [1:50] that we've talked about before. In a lot [1:52] of ways, he's kind of the last man [1:53] standing from his generation of [1:55] founders. So, you know, Larry and [1:57] Sergey, they eventually step away. Bezos [1:59] steps away. Obviously, Bill Gates [2:01] stepped away. Jobs died. Zuckerberg, in [2:03] a lot of ways, is kind of, you know, the [2:05] last one. He's also kind of weirdly [2:07] representative of millennials as as [2:09] founders because there are literally no [2:11] others at his level, at his scale. I [2:14] haven't looked this up so maybe this is [2:15] a bit wrong but I think you know the [2:17] second most valuable company started by [2:20] a millennial would be Stripe which I [2:22] think is worth I don't know 100 $150 [2:24] billion something like that so like [2:26] onetenth of Zuckerberg's company so I [2:28] thought maybe there was some you know [2:30] underexplored territory there with him [2:32] and then like with a lot of these pieces [2:34] the things that you start out being [2:37] interested in you know they still make [2:39] their way into the piece but once you [2:40] talk to someone a kind of whole galaxy [2:42] opens ends up uh and so I think it ended [2:45] up going a lot of different directions [2:46] and over the course of about five or six [2:48] months I spoke to him I spoke to almost [2:51] 40 other people for the piece. [2:53] >> Wait, explain that when you start to [2:55] talk to somebody you realize a whole [2:56] galaxy opens up. What does that mean? [2:58] >> Usually with these pieces I begin with a [3:01] thing that I'm interested first in first [3:03] before I find the right person to use as [3:06] an excuse to explore the thing. You [3:09] know, I think with Zuckerberg, there was [3:10] still a lot of kind of rawness and open [3:13] wounds from the 2016 to 2020 period [3:16] where there was an enormous amount of, [3:18] you know, government and other types of [3:20] pressure to censor social media. [3:23] Obviously, since then, there's been this [3:25] huge national debate about, you know, [3:28] whether social media is a good thing in [3:30] the first place, whether it's extremely [3:32] harmful and comparable to alcohol and [3:34] cigarettes and should be regulated as [3:35] such. There was a number of different [3:37] themes I think I was broadly interested [3:39] in before I was interested in Zuckerberg [3:42] per se. But I think like you know w with [3:44] a with a lot of these people that I [3:47] write about there's this you know the [3:49] old uh in the Talmud there's a rabbi who [3:51] basically says when you kill a person [3:53] you destroy a world and I think you know [3:55] it basically gets at the idea that every [3:56] individual life contains you know many [4:00] many different worlds within it. Um, and [4:03] so once you spend a lot of time with [4:04] someone and spend a lot of time talking [4:06] to their family, their friends, their [4:08] colleagues, thinking about them, reading [4:09] every book that's been written about [4:11] them, this entire universe of [4:14] relationships and work and psychosis and [4:17] successes and failures just opens up and [4:20] then it's usually not until that point [4:21] that you kind of figure out what the [4:22] piece is really going to be about. [4:24] >> You said that you think you thought he [4:26] was overexposed. I would take the [4:28] opposite. I actually think he's like we [4:30] know so considering how powerful he is [4:32] and the way you just said he is a [4:33] singular character. I I I spent a few [4:35] days with him and this is the [4:36] conversation I had where it's just like [4:37] listen I've read every single book on [4:39] Facebook. They're [ __ ] terrible. Uh [4:41] I've seen all your interviews just like [4:43] what I was trying to to to do is like I [4:45] want to basically you have all this [4:47] stuff in your head. You know you have a [4:49] singular living experience. There's [4:50] nobody your age is even remotely close [4:52] to achieving what you've achieved. And [4:54] yet like I still don't understand like [4:55] how you think about building products, [4:57] how you think about recruiting talent, [4:59] how you think essentially how I'm only [5:00] interested in like how you've built this [5:02] phenomenal company. Nothing else. [5:04] Nothing about your personal life, [5:06] nothing about all the the the lawsuits [5:08] and the you know all the other um like [5:11] controversies like just this. And I feel [5:13] like that still hasn't been done. Like [5:15] there's so much information inside of [5:16] his head that he has not let out yet. [5:19] Was there you went into this saying he [5:22] he's overexposed? Did you did you change [5:23] your mind when you started spending time [5:24] with him? [5:25] >> There's partially like a difference in [5:27] the way like you and I kind of do a [5:29] similar thing in terms of our work. You [5:31] on the podcast side, me in in pros. Um, [5:34] but I think the angle that of approach [5:36] that we that we each use is like a [5:38] little bit different. So what you just [5:39] just described, I totally agree, is like [5:42] really underexplored and I don't think [5:44] anyone's gotten at it. And anyone who is [5:46] primarily interested in that is probably [5:48] like a bit disappointed by the piece [5:49] about him that I wrote. Usually what I'm [5:52] interested in is like who this person is [5:55] and what it's like to be them and what [5:56] it's like for the people in their lives [5:58] to be around them. If I could like tilt [6:01] the gyroscope that people have on this [6:03] person's life and their psychology by [6:05] 10% I feel like, you know, I've I've [6:07] accomplished something. If the person [6:09] is, you know, kind of culturally central [6:10] and salient in an important way, which [6:12] obviously Zuckerberg is. The piece opens [6:14] with this interview I did with his [6:16] parents. It closes with um you know time [6:18] I spent with his family and his wife. [6:20] And I think those two bookends kind of [6:23] explain the lens that I I brought to him [6:26] a bit more than trying to get into the [6:29] hardcore details of the business he's [6:31] built, which you know I I agree it's all [6:33] somewhere in his head, but he's you know [6:35] he's not the he's not the best spokesman [6:38] for it. [6:38] >> Why did you choose the angle of like [6:41] essentially comparing him to like an [6:43] emperor or a Caesar? He has this [6:45] long-standing interest in the Romans and [6:48] in Augustus in particular. Augustus was [6:51] the first emperor of Rome and turned it [6:54] from a republic into an empire. I think [6:56] a lot of these figures uh you know I I I [6:59] remember at some point Elon compared [7:01] himself to Napoleon. So I I think a lot [7:03] of these like world straddling figures [7:06] at that level, they do think in these [7:09] historical parallels, but they're mostly [7:11] pretty superficial. When I looked into [7:13] the Zuckerberg thing, you know, this is [7:15] actually a very very long-standing [7:17] interest of his going back to when he's [7:19] 15, 16, 17 years old. [7:21] >> He's making computer games. [7:23] >> He's making computer games. He, you [7:25] know, one thing I I realized when [7:27] talking to him is that, you know, [7:29] courses he took in Latin in high school [7:31] where they had to read and memorize [7:33] verses from Virgil's A&E, he still [7:36] remembers now at the age of 42 and can [7:39] and can recite them. Augustus is like a [7:41] big figure in that. [7:43] >> One of my favorite parts of the piece [7:44] was I didn't I don't think I remember [7:46] this at least I don't remember from many [7:48] of the books I read because this was [7:49] quite a while ago but he when you know [7:51] Facebook and Google at the very [7:53] beginning of early as Facebook and he [7:55] would end these meetings by saying like [7:58] Carthage must be destroyed which is also [8:00] in your piece. [8:01] >> Yeah. There's another funny thing is uh [8:03] he used to end the meetings by shouting [8:05] domination and Sean Parker the early [8:08] president of Facebook told him he had to [8:09] stop doing it because it could be cited [8:11] one day in an antitrust suit. [laughter] [8:13] When you ask him about it I think you [8:15] know he says well it's like a little bit [8:16] overdetermined. I only took Latin [8:18] because I was really bad at French and [8:19] when you take Latin of course they make [8:21] you read these things. And but then kind [8:23] of the more time we spent talking about [8:25] it the more animated you could see him [8:27] getting about it. And you know, just [8:29] recently at their keynote, you know, he [8:31] he brings out his personal muse agent [8:34] and he refers to it as a Grippa. The [8:36] name Agrippa is was one of the two key [8:39] early lieutenants for Augustus who until [8:41] the end of his life he mourned the the [8:44] the death of. [laughter] So obviously [8:46] this is like a really salient thing for [8:48] him. Augustus is also just a very [8:50] interesting choice because he's kind of [8:53] he's he's the most sensible of the Roman [8:56] emperors. He doesn't go into a lot of [8:58] the excesses of of his successors. [9:01] >> What do you mean by excesses? [9:03] >> You know, I think a lot of the later [9:05] emperors, uh, you know, it's like it's [9:07] it's kind of the it's it's the usual, [9:09] you know, succession plan problem [9:11] throughout history. Like you have the [9:12] one good king and then you get the sons [9:15] and the sons of the sons and then you [9:17] get the friends or the advisers of the [9:19] sons and you get these egoomaniacs who [9:21] don't have the right political mind for [9:23] empire building. they end up wasting a [9:25] lot of the trust they've built with [9:26] their constituencies. They don't [9:28] actually have that like founder gene to [9:30] be able to build a state, a standing [9:32] army, a trade-based economy. All this [9:34] Augustus did have it. Zuckerberg's [9:36] interpretation of what Augustus did is [9:38] really interesting because when he talks [9:40] about it, he says, you know, one of the [9:42] things that Augustus did was he took a [9:44] pillillage-based economy and turned it [9:46] into a trade-based economy and he was [9:48] able to kind of show, you know, Roman [9:51] citizens that they didn't just have to [9:52] be fighting endless civil wars decade [9:54] after decade. they could actually live [9:57] and trade and work in peace, which is a [10:00] pretty selective interpretation of what [10:02] Augustus did because, you know, one of [10:04] the ways Augustus was able to do that [10:06] was by, you know, erecting a standing [10:08] army, which Rome had not previously h [10:11] had and, you know, also by entirely [10:14] eliminating political liberty from Rome. [10:17] He turned it from a republic into a [10:19] system that was entirely based on the [10:21] power of one man. the ways in which his [10:23] own interpretation and his memory kind [10:25] of colluded to give him uh a pretty idio [10:30] idiosyncratic understanding of who [10:32] Augustus was and what his contribution [10:34] to history was. I thought was like a [10:35] pretty interesting and revealing insight [10:37] into maybe how Zuckerberg sees himself. [10:40] >> I want to tell you about the presenting [10:41] sponsor of this podcast, RAMP. I have [10:43] been reading a lot about SpaceX lately. [10:45] SpaceX is one of the most valuable [10:47] businesses in the world and one of the [10:48] main themes in the history of SpaceX is [10:50] constantly attacking and questioning [10:52] your cost. Ramp helps many of the most [10:54] innovative businesses in the world do [10:56] exactly that. The median company running [10:58] on ramp cuts their expenses by 5%. 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The founder of [12:26] 11 Labs has a great description of the [12:28] value deal can give your company. He [12:30] said, "We built 11 Labs to break down [12:32] language and communication barriers. [12:34] With deal enabling us to hire and [12:36] support exceptional talent anywhere, we [12:38] can accelerate our innovation and bring [12:40] more voices, stories, and ideas to every [12:43] corner of the world. Deal is trusted by [12:46] over 40,000 companies and growing fast. [12:48] Learn how they can help your business by [12:50] going to deal.com/enra. [12:53] That is deal.com/enra. [12:56] When you talk to either him or the [12:58] people around him, do they talk about [12:59] like this ruthless competitive drive of [13:03] his? You know, if you were to ask a lot [13:05] of these people like what are the two [13:06] things that people still don't [13:07] understand about him even though he's [13:09] been a public figure and in our lives [13:11] for, you know, close to a quarter [13:13] century now. The two things they always [13:15] say are, you know, you might think you [13:18] understand how competitive and ruthless [13:20] he can be in a business sense, but like [13:22] you're probably underestimating that. [13:24] And then the second one is that he's [13:27] actually not an [ __ ] he doesn't [13:30] treat people badly and he's actually [13:32] like a pretty nice guy. I didn't include [13:34] those quotes in the piece because you [13:36] know you would a lot of you know members [13:38] of his family and his colleagues like [13:40] would say things like that. Even his [13:42] critics and his rivals and his enemies [13:44] who I did also interview said a lot of [13:46] the same stuff. His competitive drive [13:48] can't really be underestimated. And it's [13:50] also interesting that you know most [13:53] other people who are that competitive [13:54] just have this gene where they also are [13:56] pretty monstrous to the people around [13:58] them. One of my favorite quotes in the [13:59] in the piece is there was a former AI [14:02] researcher that used to work for Zuck [14:03] and now is at a competing lab and he's [14:05] goes unname in the piece, but he's just [14:06] like he said exactly that. He's like [14:07] he's Mark He said Mark is the [ __ ] [14:09] Terminator. He just doesn't stop. One of [14:11] his advantages is that he's always [14:13] discontent. He's always unhappy, but [14:14] he's not I think he says he's not an [14:16] [ __ ] He just keeps moving forward. [14:18] And then there's another thing that that [14:20] Mark I thought was interesting. It was a [14:21] direct quote from Mark if I remember [14:22] correctly and he was talking about his [14:24] advantage relative to like Sam Alman and [14:26] Elon where he's just like you know the [14:27] things I do are kind of unsexy. I'm just [14:29] very good at getting a team and taking [14:31] something and improving it over a lot [14:34] over a long period of time and then [14:36] because of the the structure and the [14:37] business that I have. I don't have to [14:39] essentially keep raising more money and [14:40] I don't really have to ask other [14:42] people's permission to do what I'm [14:43] doing. [14:44] Yeah, that was something that I I found [14:47] very interesting about him and that I [14:48] think I came to appreciate about him in [14:51] the course of reporting the piece. I [14:53] think I you know I began it with [14:55] skepticism about a lot of the products [14:58] that Met has built and feeling pretty [15:00] ambivalent about the impact on society [15:02] that social media has had. Lots of [15:05] things like that. One of the things I I [15:07] did come to appreciate about him is that [15:09] I do kind of see him in the mold as like [15:11] a classical American business mogul as [15:15] distinct from the more recent generation [15:17] of like AI founders. In that quote, I [15:20] think he says something to the effect [15:21] of, you know, my my edge in the world is [15:25] sitting down with a team and [15:28] methodically improving a single product [15:31] over the course of decades and building [15:34] like more and more value into it and he [15:36] doesn't go out and do all these like big [15:38] splashy things. I think one of the [15:40] things I appreciated about that was [15:42] regardless of what you think about Meta [15:44] and the products it makes and and and [15:46] offers. Zuckerberg as a figure I think [15:49] is ideologically [15:51] coherent and unconfused in a way that a [15:54] lot of the major AI figures are not. He [15:57] sees Meta as kind of a you know it's [16:01] it's a business like you know first and [16:03] foremost and uh I know it's like a you [16:06] know full stack deep technology company [16:09] and all these other things but I don't [16:11] think he overestimates [16:13] the impact that the business has on [16:16] history whereas you know if you talk to [16:18] a lot of the major AI figures um it's [16:21] really hard to talk them off this cliff [16:23] of thinking that their company is the [16:25] last thing that will ever be built in [16:27] human history. And I appreciate about [16:29] Zuckerberg that he doesn't go there. [16:31] >> Yeah, you did a great job of like, okay, [16:33] because I've heard the same thing, you [16:34] know, like, oh, like you're so far [16:36] behind in AI, they'll never catch up. [16:38] Like, this is he can't buy it. He [16:40] doesn't get it. And okay, well, let's [16:42] just like steel man the other side where [16:44] for decades everybody says this guy's [16:46] dead. He's going to fail. And he just [16:48] like keeps rising, keeps walking [16:50] forward. Like you cannot kill him. So [16:52] like what what is the AI equivalent of [16:54] that? And I think in one part of the [16:55] piece like would you want to bet against [16:57] him not figuring this out? And they're [16:58] like no no no like suddenly their [17:00] confidence is like no no I'm not betting [17:02] against him. [17:03] >> Yeah. And I I think that's probably [17:05] reflected to some extent in the markets. [17:07] But yeah, I think you know he never said [17:09] this explicitly, but I think you know a [17:11] big part of the the bullcase for meta in [17:14] AI would basically be that you know [17:16] their potential in install base for [17:18] whatever model they have regardless of [17:20] how good it is [17:22] approximately half of all human beings [17:24] that live on planet Earth at any given [17:26] time. That's how many people use [17:29] WhatsApp, Instagram, Facebook, you know, [17:32] uh Messenger, Meta AI. So they have the [17:35] distribution. You know, he spent 20 [17:37] years doing all of these really boring, [17:40] you know, mind-numbing things like [17:42] negotiating [17:44] contracts for infrastructure projects [17:46] with municipal and state governments and [17:48] figuring out the tax incentives and how [17:50] much of the revenue that the data center [17:52] generates is going to be used to pay for [17:54] other public works in that community, [17:56] blah blah blah. all this really unsexy [17:58] stuff that again like he and a fairly [18:00] small team of people have been have [18:02] spent you know the last quarter century [18:05] negotiating. I think it's all resulted [18:07] in you know they basically have the [18:09] distribution the infrastructure and then [18:11] of course the attention that they [18:13] dominate uh through the apps they just [18:15] have a lot of the things where probably [18:17] a lot of the value that AI generates [18:19] it's going to acrue at the compliments [18:21] that Meta already dominates when I spoke [18:24] to those people and they said you know [18:25] they would not be willing to bet that [18:27] Zuckerberg or Meta loses the AI race I [18:31] think it's based on the fact that he's [18:32] just built you know this business that's [18:35] kind possibly perfectly positioned to [18:39] win the race in an important way. [18:40] Whereas the pure AI labs don't have [18:43] anything like this and still have to pay [18:44] to rent a lot of the infrastructure and [18:46] the compute and and all the stuff that [18:48] he owns. So in the piece there's several [18:50] times where he says like I'm addicted to [18:52] building. I just like building things. I [18:54] didn't even think I was starting a [18:55] company. I was just, you know, this is [18:57] like a natural evolution of just the [18:59] fact that I build. I'll never stop. I [19:00] won't quit. Those are my favorite kind [19:03] of founders. You and I have talked about [19:04] this privately over and over again. I'm [19:05] just super interested in the people that [19:06] cannot be bought that they're doing it [19:08] for other reasons. They're not like [19:09] looking to be acquired. They're just [19:11] like this is how I want to spend the [19:13] short amount of time that I have on this [19:14] planet and there's nothing else like [19:15] you're not going to get me off the path [19:16] that I'm on. Based on the time you spend [19:18] with him and talking to all the people [19:19] around him, including his family, like [19:21] what would it take for him to like say, [19:22] "Hey, I'm just going to step step back [19:24] from Meta." [19:25] >> I think that is the other interesting [19:27] thing, right? So, like we we talked [19:28] before about how he's kind of the last [19:30] man standing from his generation of [19:32] founders. There's obvious obviously one [19:33] very big exception to that which is [19:35] Elon. But I think the thing that ties [19:37] Zuckerberg and Elon Musk is that it's [19:40] unimaginable that they would just step [19:42] back and live the rest of their life on [19:45] a yacht and, you know, engage in various [19:49] forms of, you know, space exploration [19:51] that have nothing to do with the like [19:53] original companies they build or [19:54] philanthropic work that they, you know, [19:56] do full-time with their spouse or [19:58] something like that. I think those are [19:59] the two people that you would imagine [20:01] like they're just going to die as CEO [20:03] like something's going to happen, their [20:04] heart's going to explode and they're [20:05] just going to like die at their company. [20:07] And I think they are pretty singular in [20:08] that sense. And you know, Zuckerberg [20:10] does have like the kind of canonical [20:13] piece of evidence for that in Facebook's [20:15] history, which is that in something like [20:17] 2006, I think, Yahoo offers a billion [20:20] dollars to buy it. The entire management [20:22] team wants to say yes. you know, the [20:24] board, which I think just consisted of [20:25] Don Graham and Peter Teal at that time, [20:27] really were encouraging him to say yes. [20:30] He's 21, 22 years old. It's a billion [20:32] dollars. He owns 70% of the company or [20:35] whatever it is. It's not like a [20:36] torturous negotiation where he's [20:39] considering both sides. He just says no [20:41] immediately. That's the kind of thing I [20:44] think you probably can't fake, right? [20:45] when you're that young, it's that much [20:47] money, you're under that much pressure, [20:48] and the entire management team at [20:50] Facebook at the time ends up walking [20:51] away because he wouldn't take the money. [20:53] And there's, I think, kind of [20:55] periodically been episodes like that [20:57] throughout the history of the company [20:58] where, you know, in the face of [21:00] opposition, he decides he's not going to [21:02] sell um or he's not going to walk away. [21:05] And I think that's probably just going [21:08] to be the case possibly forever. The [21:11] profiles that you write are some of my [21:13] favorites. Uh, I still think the Zucker [21:15] one was excellent, but I still think my [21:16] favorite profile you've ever made was [21:19] the one on Palmer Lucky, which you told [21:21] me last time that was the first profile [21:23] you ever wrote on a person, which is [21:25] insane. I just want to go through a [21:27] couple of the people that I'm most [21:28] interested in. Some of which I've been [21:30] uh like some of them are friends, some [21:32] of spent time with, and just go over [21:33] like what went into making them because [21:36] I do think I have a a high uh like a [21:39] high respect for the amount of craft [21:40] that you put into this, but also like [21:42] what did you learn from not only the [21:44] process of making these incredible [21:46] profiles, but like what did you learn [21:47] from being around these people? So, like [21:49] let's start with Palmer. Why choose him [21:52] as the first profile ever that you're [21:54] going to write on a person? Yeah. So, up [21:56] until that point, I'd been doing a lot [21:58] of writing, but I'd never written like a [22:00] profile of a person. I'd never written [22:01] anything that had anything remotely to [22:03] do with technology or or business. I was [22:06] writing mostly on like American politics [22:08] and German politics and foreign policy [22:09] and all this stuff that had to do with [22:11] my my previous life. Like I said before, [22:14] I I usually start with a thing that I'm [22:16] interested in and then I kind of go in [22:18] search of the person who would be the [22:20] best way to explore the thing. And in [22:23] the case of Palmer, it was, you know, [22:25] after October 7th in Israel, you know, [22:28] one of the interesting things about it [22:30] was that the amount of technological [22:33] overmatch that the Israeli military had [22:35] over Hamas was, you know, basically [22:37] infinite, right? And Israel in a lot of [22:41] ways was thought to have had the most [22:43] advanced fourth generation hybrid [22:46] warfare style military on the planet. [22:48] their drone fleets, the use of [22:51] satellites, underground sensors, smart [22:53] fences. They'd basically thought of [22:55] themselves as having been able to [22:57] obviate the need for more classical [22:59] forms of military hardware like tanks [23:03] and artillery uh and all this other [23:05] stuff. And then when Hamas invades on [23:08] October 7th, they do it with hang [23:10] gliders and construction equipment and [23:12] small arms. One of the interesting [23:14] questions I thought came out of that [23:15] was, is this whole defense tech thing [23:17] basically [ __ ] Like, does any of [23:20] this stuff actually work? It didn't seem [23:22] to work in this one case. Doesn't mean [23:23] it doesn't work elsewhere. But, you [23:25] know, we were at that point already, you [23:27] know, a year and a half into the the war [23:29] in Ukraine, which was this really [23:31] interesting mix of, you know, next [23:34] generation warfare that was being fought [23:36] by drone swarms. And on the other hand, [23:38] you have, you know, hundreds of [23:40] thousands or millions of 18 year olds [23:42] with sticks fighting in trenches, right? [23:44] Which is a form of warfare that's like [23:46] at least 150 years old. So the question [23:48] I started out with was, is defense tech [23:50] real or is it [ __ ] And if it's [23:52] real, how far away are we from figuring [23:54] it out? And Palmer, you know, I think at [23:56] that point he was [23:59] already a legend and an icon within [24:02] tech, but he wasn't well known outside [24:04] of it yet, which is interesting because [24:05] this is only a couple years ago. Now I [24:07] think he's a pretty ubiquitous figure [24:09] and it's the kind of person my mom will [24:10] tell me she saw him on 60 Minutes or [24:12] something like that. Uh but that was not [24:14] the case back then and I'd heard only a [24:16] little bit about him when I was in the [24:18] army. I think I remember hearing when I [24:20] was deployed about Anderl you know it [24:22] was this new company that was started by [24:23] the guy who invented the Oculus and they [24:26] were going to start you know they were [24:28] going to build the first new prime [24:30] defense technology company in you know [24:32] 100 years or whatever. So, I mostly got [24:36] interested in him in so far as I wanted [24:38] to write, you know, a fairly short [24:40] 30,000word piece based on an interview [24:42] with Palmer Lucky about where we [24:44] actually were with defense technology. [24:46] Again, it's you you start spending time [24:48] with someone, you start thinking a lot [24:49] about them, you talk to everyone in [24:51] their life, and a whole universe opens [24:53] up, and it turns into this 15,000word [24:55] cradle to grave piece about basically [24:57] his entire life, which I thought was [25:00] particularly salient at the time [25:02] because, so I think the piece came out [25:05] something like August 2024. So this was [25:08] only a month or two maybe one month [25:11] after the assassination attempt on Trump [25:13] after which kind of all of Silicon [25:15] Valley a bunch of founders and VCs end [25:18] up aligning behind Trump having not [25:20] aligned behind them you know the the [25:22] previous two times and one really [25:24] interesting thing about Palmer is that [25:26] you know he had supported Trump which [25:29] his you know the specifics of his [25:31] support for Trump I thought were just [25:32] not particularly interesting what was [25:34] really interesting was that he did it [25:35] and was willing to stand behind it not [25:37] at a moment when everyone else in his [25:39] industry was also doing the same thing, [25:41] but when it cost him everything, right? [25:44] He he did it at a moment when it, you [25:46] know, it led to him getting fired by [25:48] Facebook, which had bought his company [25:50] and he lost the company that he'd spent, [25:52] you know, his brief adult life building. [25:55] And so, I thought that also suggested [25:56] something interesting about his [25:59] character or his integrity or his belief [26:01] in himself or belief in what was right. [26:04] Anyway, it ended up going in a in a [26:06] bunch of different directions I never [26:07] could have anticipated at the beginning. [26:09] >> What was the most surprising direction [26:10] it went in to after the fact that you [26:13] didn't expect at the beginning? [26:14] >> I usually spend like 6 months to a year [26:17] working on each of these pieces and [26:19] thinking about these people and it's [26:20] like the day it's taken away from me and [26:22] it's with the copy editor and then it [26:24] gets published. It's like there's a way [26:26] in which I that I I get like a hole in [26:29] my brain that never gets filled back in [26:30] and I kind of forget a lot of the [26:31] details. We were talking about before [26:33] recording cuz like I have this like 10 [26:35] year history of for my other podcast [26:37] where I have like all every single note, [26:38] every single highlight. I have all the [26:40] transcripts. I like use it all the time. [26:42] I have an AI agent that just helps me [26:44] like remember all this stuff. And I was [26:46] like, "What do you do with your stuff?" [26:46] Like nothing. [laughter] [26:49] I find it really hard. I I find it what [26:51] I can do is I can try my best to enter [26:55] the psychology of a different person for [26:57] a finite period of time, but if I stay [26:59] there too long, I feel like I'm going [27:01] insane. So, the day the piece is done, I [27:03] feel like is the day I have to get out. [27:05] Wait a minute, though. I want to because [27:06] this is where I'm also interested in [27:08] addition to like you covering very [27:09] fascinating people, spending a lot of [27:10] time with them, writing these incredible [27:12] pieces. I'm also curious how your work [27:14] shapes yourself [27:16] and like the podcasts I make change me [27:19] constantly. like I you can if you just [27:21] listen to them over you can hear me [27:22] changing my opinion and kind of being [27:24] shaped into new thinking and realizing [27:25] oh this is a really important idea I [27:27] need to keep that with me like is that [27:29] not the case for you? [27:30] >> I think maybe one one place where we [27:32] differ is you know I I see founders in [27:35] this show as kind of stripmining very [27:39] interesting people for insights that [27:41] then other people can use in their lives [27:43] and think about as they're building [27:45] their businesses or or or whatever else [27:47] they're doing. I think probably my the [27:51] things I write are not valuable in that [27:53] sense. And if they are valuable, it [27:56] would be more in trying to understand [28:00] the lives of individual people that from [28:03] the outside seem almost unreal in a way [28:06] because of either the power or the fame [28:09] or the celebrity or the political, you [28:12] know, relevance of what they're engaged [28:13] in is kind of unimaginable to a lot of [28:15] people on the outside. to try to um you [28:20] know get at who they are as individual [28:23] human beings which I think is valuable [28:25] in its own right and also to just kind [28:27] of figure out like what the larger [28:30] cultural and historical patterns that [28:33] they're swept up in how those things [28:36] impact their lives. I think you know one [28:38] of the things that I think a lot of [28:40] these people feel is that they are kind [28:43] of timespanning figures and that you [28:46] know if they would have existed 500 [28:48] years ago you know they wouldn't be [28:50] building a technology company but they [28:52] would have been raising an army and [28:54] become an emperor or something like [28:55] that. [28:56] >> That's definitely true. So I can't tell [28:57] you who but I've had a conversation with [28:59] I was like I'm getting like Jenis Khan [29:01] vibes off of you and I go if this was [29:03] 1100 years ago you'd be on a horse [29:05] chopping people's heads off wouldn't [29:06] you? And this is what I said to this guy [29:07] in private meeting. He goes absolutely. [29:09] [laughter] [29:09] >> Yeah. I think you know Andre has this [29:11] line that he's that he used with [29:13] Zuckerberg and probably some others that [29:15] you know now you raise venture capital [29:17] but 500 years ago you would have been [29:18] raising armies or something like that. [29:20] And you know maybe there's a way in [29:21] which that's true but I also see a lot [29:23] of these people as just being [29:25] historically contingent in a lot of [29:27] important ways which is not to take [29:28] anything away from them. But I think you [29:30] know when these people are examined and [29:33] written about 100 200 500 years from now [29:35] and I think some of them will be [29:37] Zuckerberg would be one. I think they're [29:39] going to be understood in the context of [29:40] the world that we all live in. [29:42] >> How did we get to what you're saying now [29:44] based on the question I just asked you [29:45] where it's just like how does your work [29:46] change you? [29:47] >> I think [29:48] >> you're saying these people are just too [29:49] different from the way you view [29:50] yourself. [29:51] I think mostly it's that I maybe to a [29:54] fault I find it valuable and interesting [29:58] just to try to understand and reveal [30:02] individual human lives and how messy how [30:06] impactful uh they can be. I love doing [30:09] that kind of on its own terms. I'm much [30:12] less I think able to [30:15] uh you know kind of gather different [30:17] insights from people's lives and apply [30:19] those lessons to my own life. I think if [30:22] I learn from these people in an [30:24] important way, I think it's it's that, [30:28] you know, the stories that we all tell [30:31] ourselves about our lives. You know, [30:34] there's there are ways in which they're [30:35] really valuable and important and [30:37] accurate and there are ways that they're [30:39] kind of constructed in order to protect [30:41] us against the uncomfortable thought [30:44] that at some point like we're all going [30:45] to die and we're all going to get [30:46] forgotten and all of this hard work is [30:48] going to, you know, end up being [30:50] meaningless. So I I like being able to [30:54] glimpse that in people who I think from [30:56] the outside seem unreal in a certain way [30:58] because they are so powerful and so [30:59] wealthy and so important. [31:01] >> Are you introspective? [31:03] [laughter] [31:04] >> This is a minefield. Uh I think I'm very [31:09] introspective although it might say [31:12] something that I like to spend most of [31:13] my time thinking about other people [31:16] rather than thinking about myself. I [31:18] keep asking this question in like half a [31:20] dozen different ways through texts, [31:22] through phone calls, if I was sitting in [31:23] the backyard earlier like you don't give [31:26] on this at all. I don't think you are [31:28] introspective. Like, and I'm not like [31:31] that's not the the main thing I'm trying [31:33] to figure out for you, but it's just [31:34] like you Yeah. You're just like, "No, [31:36] I'm just like I like writing these [31:37] pieces. Uh I'm intensely interested in [31:39] them. As soon as they're done, I forget [31:41] about them completely. I move on to the [31:42] next." It it doesn't seem to change you, [31:45] which is [ __ ] shocking to me. Like [31:47] that you're so good at what you do. [31:49] Again, I think you're the best in the [31:50] world at what you're doing right now. [31:51] And like you just will not give me any [31:53] of this. It's like no, I'm taking [31:55] nothing from [31:56] >> Yeah. I mean, so maybe the answer to [31:58] your question is I'm not introspective [31:59] enough to understand how it does change [32:02] me. [32:03] >> If I asked your wife, would she say that [32:04] you're different today than you were [32:07] when you started writing at Colossus? [32:09] >> No, I don't think so. [32:10] >> Okay. [32:11] I don't think my parents would either. [32:13] Um, but I I think it's, you know, [32:15] >> you think you're fully formed? What is [32:16] this? What's happening right now? [32:18] >> I think it's one of these things where I [32:21] I I think there's, you know, there's [32:24] maybe a few things that I'm good at and [32:25] maybe there's a few things that make me [32:27] happy, but there's only one thing that's [32:29] both, right? I think I'm pretty good at [32:32] writing and it makes me pretty happy. [32:35] And I think over the last several years, [32:37] I've been so focused on the craft of [32:41] writing pros and storytelling and [32:43] narrative and bringing some c sort of [32:47] literary or cinematic ambition to bear [32:50] on the lives of these core figures in [32:52] business and technology and you know [32:55] eventually elsewhere that I've been more [32:58] focused on the success of the craft [33:03] rather than on what I'm trying to absorb [33:06] from these individual people. There's [33:08] this great um David Foster Wallace essay [33:11] that I I really like where he talks [33:14] about writers as naturalb born watchers [33:18] and lurkers and starers and what they [33:21] kind of covet is this image of [33:22] themselves as witnesses of other things [33:25] and other people. And therefore what [33:27] they're most afraid of in life is for [33:29] the tables to be turned, which is the [33:31] exact situation we're in right now, [33:33] where they're the ones being watched and [33:35] interrogated and and stared at. And so I [33:38] think it's also just I'm kind of by [33:40] nature I probably have less access to [33:42] that part of myself. And also, you know, [33:44] this is all relatively new to me. Like [33:46] it was, you know, only seven or eight [33:49] years ago, I had a completely different [33:51] life where I was, you know, in the army [33:53] and I was 8,000 miles from where we are [33:55] right now. and all of a sudden now I'm [33:57] like doing things in public and that's [33:58] all brand new to me. [34:00] >> I found one of my all-time favorite [34:02] quotes when I was reading the book 0ero [34:03] to1. The quote says, "The single most [34:05] powerful pattern I have noticed is that [34:07] successful people find value in [34:09] unexpected places." And they do this by [34:12] thinking about business from first [34:13] principles instead of formulas. That is [34:16] exactly what Apploven has done with [34:18] their advertising platform. Apploven [34:20] connects you with over a billion [34:21] potential new customers in mobile games. [34:23] Apploving allows you to capture [34:25] undivided attention. Apploven ads are [34:27] full screen videos that are watched for [34:29] an average of 35 seconds. That is [34:31] retention that blows other ad platforms [34:34] out of the water. And you can launch on [34:36] Apploven in minutes. You set the goal [34:38] and Apploven achieves it. No complex [34:40] setup, no expertise needed. And Apploven [34:43] scales quickly. They can put your ads in [34:45] front of over a billion potential [34:47] customers. Other businesses have seen [34:49] immediate results, scale to hundreds of [34:51] thousands of dollars of spend per day [34:53] and increase their revenue by millions. [34:56] So you want to get started quickly [34:57] before all of your competitors are on [34:59] AppLoven. And you can do that by going [35:01] to apploven.com. [35:02] That's apploven.com. [35:05] I still don't understand other than you [35:08] said it makes you happy and you you know [35:09] you're good at it, right? Like I don't [35:13] understand your approach though. What [35:14] I'm trying to get out of is like how you [35:16] think about your own work. [35:18] >> I spent, you know, my whole previous [35:20] life doing and thinking about things [35:22] that had absolutely nothing to do with [35:23] business or technology. Um, it was not [35:26] an area of interest for me whatsoever. [35:28] The way it became an area of interest [35:30] was, you know, it started with this [35:32] profile I wrote of of Palmer Lucky a [35:34] couple years ago, but people in business [35:37] and technology had somewhat recently [35:39] become uh a lot of the most interesting, [35:43] the most interdisciplinary, the most [35:46] culturally central and salient figures [35:49] in American life. And that was not [35:51] always the case. And it's not always [35:53] going to be the case, but it's the case [35:54] right now. So maybe if you think about [35:56] like in the 1940s, who are those people? [35:58] They're they're physicists or they're [35:59] people who work in the national security [36:01] bureaucracy. In the 1960s and '7s, I [36:04] think it's probably musicians, [36:06] filmmakers, and writers. Um, you can go [36:08] on and on. I think in the last like 10 [36:10] to 20 years, I think it's it's clearly [36:13] technologists and and business people. [36:16] What I kind of began with was, you know, [36:19] an interest in who are the people [36:22] determining the world that we live in [36:24] and shaping the future the most, which [36:26] again has nothing to do with an inherent [36:28] interest in, you know, technology [36:31] founders or VCs per se, but I think [36:33] they're just the answer to that question [36:35] right now. So, I am most interested in [36:38] them. However, you know, my entire [36:41] previous life was, you know, the thing [36:43] that I love and that I've always been [36:45] interested in is books and fiction and [36:49] literature and poetry and writing. You [36:51] know, I've spent more probably more time [36:53] reading books than I've spent doing any [36:55] other activity in my life. I think we [36:57] probably, you know, you and I share that [36:58] in common to an extent. And you know, [37:01] having realized that people in [37:03] technology and business are the kind of [37:05] most central figures in American life at [37:07] this point, you read around and one [37:10] thing you notice is that the most [37:12] talented pro stylists, the people who [37:15] bring real literary ambition to the [37:17] things they write, tend not to be in [37:19] this space, which is not a blanket, you [37:21] know, claim. There's there's there's [37:23] plenty of uh excellent amazing writers [37:25] who who write about this stuff, but as a [37:28] whole, there's just not many. the [37:29] quality of pros that covers a lot of the [37:31] stuff that I cover just like isn't [37:34] great. It's not like built to last. It's [37:37] not uh of interest a year after it's [37:39] written, let alone five or 10 or 20 [37:41] years later. And I thought, you know, [37:43] one slice of the market that was kind of [37:45] there for the taking. And this is what [37:47] Patrick and I originally discussed when [37:49] we were talking about me coming to [37:50] Colossus was, you [snorts] know, there [37:53] was this great tradition of long form [37:56] American magazine writing, which my my [37:58] old colleague at Tablet David Samuels [38:00] likes to say is the America's only [38:01] indigenous form of writing, right? Like [38:03] we didn't invent the novel, we didn't [38:05] invent poetry, we didn't invent verse, [38:07] but we did invent the long form magazine [38:09] profile, which kind of belongs in the [38:11] American vernacular. And this has like a [38:14] great tradition from the New Yorker in [38:16] the 1940s and50s, Esquire in the 1960s, [38:20] Vanity Fair and Harper's in the 1980s [38:22] and 90s. All of which kind of gets [38:24] destroyed in the last 10 to 20 years [38:27] kind of starting with Facebook and you [38:28] know the things that Zuckerberg built. [38:30] And that there was like a big [38:31] opportunity to bring a lot of that [38:34] literary ambition to bear on what we [38:37] hope is the very best writing about [38:38] people in business and technology. And [38:40] so that is I think maybe one way of [38:44] trying my best to answer your question. [38:47] >> Okay. You just dig cuz you're like [38:49] David, no. I'm not taking ideas from [38:51] Zuck or Scott Woo or Josh or Neil or any [38:55] of the other people you've written on [38:56] and we're going to talk about today. I'm [38:58] taking it from fiction and from poetry [39:01] and I'm applying that craft to [39:03] storytelling in what I think is one of [39:05] the most important [39:07] areas of American life and and worldwide [39:10] life today. [39:11] >> That's right. Aspirationally at least. [39:12] >> I There you go. I got my answer now. All [39:14] right, we're going to move on. I want to [39:16] go person by person. Another person that [39:19] I want the first person I want to bring [39:21] up to you now is Scott Will. and I [39:24] called you. I think I think I was [39:26] driving to go meet Scott. And I've known [39:28] Scott for a few years. I actually uh [39:30] there's a picture of me, him, and one of [39:32] his co-founders the week before uh [39:35] Cognition um launched. And yet I thought [39:39] the way you again that wasn't really a [39:41] profile, right? This is very different [39:43] from all the other pieces you you you [39:45] wrote where you're saying that like this [39:48] person is the he's not like trying to [39:52] craft an image in my opinion, right? And [39:54] I can share some of like my background [39:56] for the episode that that we did what [39:57] happened after the fact that speaks to [39:59] this, but like I'm very curious. Okay, [40:01] let's go through like why you set up the [40:04] profile on Scott. It's almost like you [40:06] had this this introduction which was [40:08] very unusual compared to the rest of [40:10] your introductions, but then from there [40:11] it's almost like a transcript of the [40:13] conversation you had. Why did you go [40:14] that route? [40:15] >> So, the thing that I was interested in [40:17] that led me to Scott was, you know, it [40:20] was kind of I think it was at the [40:22] beginning of this this last summer, the [40:25] negative public response to a lot of the [40:27] major AI figures was cresting at that [40:30] point. It still hasn't quite receded. If [40:33] anything, it's accelerated. But you know [40:35] what I was noticing was a lot of the [40:38] leading figures in this technology [40:40] that's supposedly going to upend our [40:42] world and our lives are [40:46] people who, you know, the rest of us [40:48] find very grading and irritating and [40:50] annoying and unself-aware and they're [40:52] not the people we would welcome as our [40:54] new overlords. So the kind question I [40:56] had was is there a a major AI figure or [41:00] potentially a future major AI figure who [41:04] uh is not like that who you know is [41:06] obviously a technology nerd but is also [41:09] like a humanist in a very fundamental [41:11] way who you know someone who you might [41:14] trust with this technology. So I went [41:16] asking around you know mainly through [41:18] people that I'm sure we know in common [41:20] and the name that came up more than any [41:22] other was Scott Woo. So, you know, I [41:25] decided I just wanted to go and talk to [41:26] him. And for all of these pieces, what [41:29] what I usually ask for is a is a minimum [41:32] of two different 90-minute conversations [41:36] separated by, you know, some sizable [41:38] interval in time because I kind of want [41:39] to catch them in like two different [41:41] environments. And often it ends up going [41:44] a lot longer or or we'll do a lot more. [41:47] But that's what I asked for from Scott. [41:48] And what I did appreciate about Scott, [41:51] which I think you were kind of [41:52] suggesting in your question, is he's not [41:55] stage managed. He's not overly manicured [41:58] as a as a figure. I think there's not [42:02] layers of bureaucracy or PR or train [42:05] media training separating you from him, [42:07] which is often a challenge of [42:09] interviewing people like this. I liked [42:11] him as a person. And so in the intro to [42:13] the piece, I kind of went all in on this [42:15] idea of Scott being a person who, you [42:20] know, maybe most readers haven't heard [42:21] of yet, whose opinions about AI and [42:24] projections about the future they might [42:26] find more valuable than what we hear out [42:28] of uh out of the major labs. And then [42:31] the second thing was I just found his [42:34] willingness to be introspective, which I [42:37] think was hard for him, you know, harder [42:40] than it is for me, to be really [42:43] interesting in good faith and at times [42:45] profoundly moving and and really [42:47] interesting. And it was the first time [42:49] I'd ever talked to someone where I kind [42:50] of felt like me turning them into a [42:53] character in a story actually wouldn't [42:55] be as good here as the reader just [42:58] hearing from them directly. A lot of it [43:00] also just depends on rapport, right? [43:02] Like when you interview people, you [43:04] don't develop a good healthy rapport [43:06] with all of them. Scott and I, I felt [43:07] like, just kind of hit it off and we had [43:09] a good back and forth and like we got [43:11] each other's jokes and we liked [43:13] following each other in the direction [43:14] that, you know, our thoughts were taking [43:16] us. And there was a couple other people [43:18] in the room when we were talking to each [43:19] other and they seem to agree. And I [43:21] thought maybe this is actually like a [43:22] good opportunity for the reader to kind [43:23] of feel more like they're in the room [43:26] with us while we're talking rather than [43:28] just trusting me as a third person [43:30] omnisient narrator. [43:32] >> What did the people that you interviewed [43:34] around Scott say about him? you know [43:36] he's an authentic mathematics genius [43:38] which is like a relatively obvious point [43:40] but I think uh what impressed me about [43:42] it was even among the other people who [43:45] have won gold at the international math [43:47] and physics and you know and uh computer [43:49] programming Olympiads even among those [43:52] people he's kind of considered the GOAT [43:54] he's the goat competitor he's the goat [43:56] coach and mentor of the people who came [43:58] after him and he's kind of this [44:00] godfather figure to to a lot of those [44:03] >> which is funny cuz he's not even 30 He's [44:05] not even 30, but he, you know, he does [44:07] have this kind of I I I think I, you [44:10] know, said it in one of the lines of the [44:11] piece, but he just does have that thing [44:14] that the rest of us don't have where [44:16] it's like, you know, you just put him [44:18] into a picture with like 12 other people [44:21] who work at the company, who who [44:23] competed in those Olympia ads, and you [44:25] show the picture to someone who's never [44:26] heard of any of them, you'll be like, [44:28] "Who do you think the leader is in this [44:29] group?" They'll point immediately at [44:31] Scott. It's just like obvious. He's got [44:32] something. I think that was something [44:34] that came up over and over like e even [44:37] in this, you know, collective of people [44:40] who are math geniuses that his genius [44:42] was kind of, you know, in that realm at [44:44] least is kind of on a different level. [44:46] And also to find both that and that [44:50] natural leadership capability, finding [44:53] both of those things in one person is [44:55] just exceptionally rare. I know you tend [44:57] to forget about the people once you [44:59] write about them, but did you draw any [45:01] parallels between the ruthless [45:03] competitive drive of Zuckerberg and the [45:05] ruthless competitive drive of Scott [45:06] Will? [45:07] >> I don't think so. Not quite. Um, you [45:09] know, for for Woo, I you know, maybe [45:13] there is a sense in which he's [45:15] ruthlessly competitive in a business [45:18] sense and he wants to crush all of his [45:21] company's rivals. [45:22] >> No, I think he's competitive in [45:24] everything. There's a great line where [45:26] um Kobe was being interviewed by one of [45:27] the late late night hosts and they're [45:30] like, "Who's more competitive, you or [45:31] Michael Jordan?" He's just like, "It's [45:33] obviously Michael." I'm like, "What do [45:34] you mean?" He goes, "I'm competitive at [45:35] basketball." Michael Jordan's [45:36] competitive [ __ ] that doesn't matter. [45:37] Like, who can eat this salad the [45:39] fastest? [45:40] >> Like stuff like that. Where Scott wants [45:42] to win at everything, [45:43] >> I think. So, that might be like an [45:45] important difference. I, you know, my my [45:47] understanding of both of them is [45:48] probably imperfect, but I think [45:50] Zuckerberg is probably the most [45:52] competitive person in the world at the [45:53] thing that he does. I don't think he's [45:55] like trying to destroy his children in [45:57] quizbowl. Scott, you know, from what I [46:00] understand, does have that Michael [46:01] Jordan thing where it's like, okay, [46:03] we're sitting in this room. We have 5 [46:04] minutes until the thing that we're we're [46:06] here for starts. Does anyone have some [46:08] quarters? Let's play. You know, does [46:10] anyone have some dice? Like, he just [46:11] wants to use every moment of every day [46:13] destroying people at something. I from [46:15] what I understand, Scott, he's like [46:16] that. [46:17] >> This is what's fascinating. I told him [46:18] we had such a good time. Um, and I was [46:19] like, you just need to come on like the [46:21] show every like three months, every six [46:22] months just cuz he is one of the people [46:24] where again he I think his one of his [46:26] gifts is he can explain very complex [46:28] things in a very simple manner. Uh, he's [46:30] obviously brilliant, but he also has [46:31] this like very friendly UI [snorts] [46:33] where and like he can just talk and talk [46:35] and talk. Um, but then underneath that [46:37] is just he said on the the the podcast [46:39] he did with him over and over again, [46:40] he's like, "I'm really salty. I'm really [46:42] salty." He's just like constantly has to [46:44] compete, has to win cuz I I know from [46:46] firsthand I like know all the people [46:48] involved there. I know like some behind [46:49] the scenes stuff like they're throwing [46:51] so much money at that dude and he's just [46:53] saying no to every single acquisition [46:55] offer. She's like no I I don't think he [46:56] thinks of himself as being conquerable. [46:59] >> Right. That that was another thing that [47:00] got me interested in him and that I [47:02] appreciated is I approached him for that [47:05] piece shortly after Curser did the deal [47:08] with XAI or whatever it was called at [47:11] the time. And so, you know, he was kind [47:13] of like the Scott seemed at least at the [47:16] time to be the sort of less the [47:18] Moheakans, you know, figure within this [47:20] AI world. And who knows what'll happen, [47:23] but when he explained the reasons for [47:25] why he has no interest in selling and [47:27] why he just wants to ride this thing all [47:29] the way to the end as his company, um, [47:32] you know, it does seem kind of [47:34] plausible. You believe him. Do you think [47:35] out of the people that you spend the [47:36] most time with, he has the the shortest [47:39] gap between who he actually is and who [47:41] he presents the himself to the world to [47:42] be? [47:43] >> It's always hard to answer that question [47:45] because I tend not to know these people [47:47] in any other context outside of [47:48] interviewing them and writing a profile. [47:50] I've never yet written about someone [47:52] that I've been friends with before or [47:53] even really since. [47:54] >> But what's your sense of it? Yeah, my my [47:56] my impression is that like again because [47:59] he [48:00] does not have all these years of media [48:04] training under his belt and also he [48:05] doesn't seem to be interested in [48:07] developing that part of his brain which [48:09] I appreciate. He was the one who seemed [48:12] to be yeah the kind of the same person [48:15] while I was interviewing him that he was [48:18] when he did a product review or went [48:20] into some sort of meeting or was raising [48:22] money or went home to his girlfriend or [48:24] whatever. Like I think yeah he's he's [48:26] the one who's kind of most plausibly the [48:28] same person across the board. [48:29] >> I want to go to your piece on Josh [48:32] Kushner which before the Zuck piece was [48:35] I think the most viewed profile so so [48:39] far on Colossus if I if [48:40] >> still is which is interesting and I [48:42] never would have expected. [48:43] >> Okay. Interesting. Okay. What was the [48:46] thing that you you you you said before [48:48] I'm not interested in the person first. [48:51] I'm interested in the thing and then to [48:53] to understand and explain the thing, I [48:55] look for the person that can do that. [48:56] What was that in Josh's case? [48:58] >> There's a kind of like specific answer [48:59] here and then there's a more kind of [49:00] like 50,000 foot bird's eye view. The [49:03] specific thing is that I just kind of [49:05] been interested in the Kushners going [49:07] back several years going back even to [49:09] before his older brother Jared was [49:11] involved in the White House after Trump [49:13] won in 2016. [49:14] >> Wait, wait. You were interested in Jared [49:15] before he went to the White House? [49:17] >> I was interested in the family as a [49:19] whole. At that point, I had no idea who [49:21] Josh was. I I think I didn't even know [49:22] that he existed. Jared at the time, I [49:25] think, was the publisher of the New York [49:27] Sun or, you know, observer, [49:29] >> the Observer, local New York paper. But [49:32] what I knew at the time was their father [49:36] and grandfather had built this New [49:39] Jersey real estate principality that the [49:42] children were getting involved in and [49:43] that the you know the father had all of [49:46] these problems with the law and it was [49:49] uh the grandparents had had their lives [49:52] shattered in the Holocaust and came to [49:54] the United States with literally [49:56] nothing. And what was kind of [49:58] interesting to me about the family was, [50:01] you know, in one generation, maybe, you [50:03] know, in now at this point in two [50:05] generations, but in a very very short [50:07] period of time, you know, these people [50:09] had their lives completely shattered [50:12] and, you know, when their their [50:13] grandmother who, you know, had her [50:16] basically her whole family executed in [50:18] the Holocaust, uh, you know, tries for [50:21] years to get to the United States, [50:23] finally makes it here, and within her [50:25] lifetime, uh, you know, Bill Clinton and [50:28] Benjamin Netanyahu are coming to her [50:30] home to have dinner with her family to [50:33] basically kiss the ring and ask for the [50:35] favor of her son, right? And there was [50:38] this element in which this family had, [50:41] you know, they had elements of the [50:43] Kennedy family story, but it was also [50:45] representative of this typical Holocaust [50:49] story. And I think, you know, even among [50:51] harrowing Holocaust survival stories, um [50:54] the story of the the Kushner [50:55] grandparents is is kind of particularly [50:58] >> there's a movie based on it, right? It [50:59] was [51:00] >> deliverance is is defiance. [51:02] >> Defiance. That's what I was deliverance. [51:04] That's [51:05] >> the guy that I should know his name. He [51:06] played Bond. What is his name? [51:08] >> Daniel Craig. Thank you. [51:09] >> That's right. [51:09] >> Yeah. They're like essentially hiding in [51:10] a forest. [51:11] >> That's right. So they're in the in the [51:13] forest of, you know, I think it's Barus. [51:16] what's now modern-day Barus. And the [51:19] story of Englorious Bastards, I think, [51:21] is also partially inspired by this, you [51:24] know, collective of escape of of, you [51:26] know, concentration camp escapees run by [51:29] this man named Tuviaki who basically, [51:32] you know, they live in the forest and [51:34] they train each other with small arms [51:36] and they conduct a lot of these [51:38] kidnappings and reprisal killings of [51:41] Nazi soldiers in in Eastern Europe. And [51:44] yeah, the Kushner grandmother was part [51:46] of the Bellski partisans, which is [51:48] amazing, right? So that was kind of I'd [51:51] already had this long-standing interest [51:53] in the family um going back to even [51:55] before I think they became nationally [51:58] famous in the Trump era. I think this [52:00] permeates a lot of the stuff I've [52:01] written in the last couple years, but [52:04] I'm also the Jewish grandson of [52:07] Holocaust survivors. and the idea of [52:09] American national identity. It's the [52:12] thing that allows all of us to be as [52:15] Irish or as seek or as Korean as we want [52:17] to be, right? You don't have to make any [52:20] sacrifices to that part of your kind of [52:22] like subnational identity. So long as [52:25] you still, you know, subscribe to this [52:28] idea of an American supra tribe that [52:31] transcends all of the others, which is [52:33] basically a belief in the Constitution [52:34] and individual liberty and freedom. um [52:37] and and you know the values that all [52:39] Americans kind of share in common. And [52:41] so this thing is not like a kind of [52:44] fairy tale Disneyland, you know, story [52:47] to me and my family. I think it's been [52:49] very important for my whole life. And I [52:51] think it's been fraying at the edges um [52:54] now for most of my adult life and it's [52:56] kind of coming unglued. And that has [52:59] worried me a lot. And so part of what [53:01] I've tried to do in a lot of these [53:02] pieces I've written in the last couple [53:04] years is try to kind of check in with [53:07] the current state of the American dream [53:10] and try to figure out how live and true [53:13] is it still regardless of its various [53:16] shortcomings and flaws which we're all [53:19] very familiar with. But like is it still [53:22] a live animating issue in in America? um [53:25] or as you know as it's various critics [53:27] on the right and left like to say like [53:29] it was always just a failure and a lie [53:31] and again I think mining for evidence [53:34] that it is still true and alive in [53:37] business and technology at this [53:38] particular moment in time is very [53:40] fruitful and I thought you know given my [53:42] own you know prior interest in the [53:44] Kushner family already and then given [53:46] all of uh Josh's success now in the last [53:50] decade plus you know as a kind of new [53:52] generation VC and you know one of the [53:55] most important investors and a lot of [53:56] the most important companies that [53:58] >> don't don't tell him you called him a [53:59] VC. He'll take offense to that. [54:00] >> Yeah. Well, [laughter] [54:01] a lot of these VCs uh I think [54:03] >> No, but listen, I over complicated. [54:05] >> Can you share this? In fact, hold on. I [54:07] got to pull up one of my favorite [54:08] quotes. I I think you were being [54:09] interviewed by Lulu if I remember [54:11] correctly, but um you were talking about [54:14] uh because I thought it was interesting [54:15] like why the hell your first piece I [54:17] think the first piece you write for [54:18] Colossus is on Neil Ba right who's a [54:20] friend. I just actually spent a few days [54:21] with him like like last week. But uh you [54:24] you said something that was hilarious. [54:25] You're like I had never really [54:27] encountered technology investors much. I [54:28] had always found the personality types [54:30] kind of annoying as a class of people. [54:32] They feel like they're full of [ __ ] So [54:34] I was asking around who's the guy who's [54:35] not full of [ __ ] and that led you to to [54:37] to Neil. But I would say like Josh has [54:42] way wider and grander ambitions and I've [54:44] talked to him about this than like I [54:45] don't consider him a VC. You can [54:46] consider him a veester, but like he [54:48] really he's a builder and a founder and [54:50] everything else. He just does not and [54:51] this is what I like so much about him is [54:53] he kind of um what I think you you [54:56] picked apart in your uh you demonstrate [54:57] in your piece rather and I think this is [54:59] was fascinating is the the when it [55:01] starts with the Rick Rubin him going to [55:03] visit Rick Rubin essentially asking him [55:05] you know giving him a download of his [55:06] thoughts I'm like how am I crazy the way [55:08] I'm thinking about this is Josh kind of [55:11] doesn't really care he's not search just [55:13] like you're not searching for the people [55:16] you profile to influence your work [55:17] you're like I'm looking out over here I [55:19] feel Josh is the same way he's like not [55:20] looking around to other investors, he's [55:22] looking around to other founders. [55:23] >> He's a good example of that. I think [55:25] Neil too, yeah, we have kind of entered [55:28] this era of oversaturation of the public [55:31] engagement of various venture [55:33] capitalists who I think overestimate how [55:36] interesting they are to other people. [55:38] And well, we've gotten to this point [55:39] where they're out there like offering [55:41] >> That's actually really funny. I don't [55:42] want I got they overestimate how [55:44] interesting they are to other people. I [55:46] guess what Let me clarify what I'm [55:48] trying to say here. I'm very curious how [55:50] people think about themselves and their [55:53] work and like the way it is like we can [55:55] all like you like oh Jeremy's a writer [55:58] or whatever the case is like I [55:59] unsuccessfully just trying to like get [56:01] into like what what is there anything [56:02] more there like how does it relate to [56:04] your life how does it change you and [56:06] everything else so like I think sitting [56:07] down you did this with Zuck piece and [56:11] when I talked to him I was just like I [56:12] don't know if when I talked to Zuck I [56:14] was like I don't think he thinks of [56:15] himself like a CEO like I got like [56:17] emperor vibes and then six months months [56:18] later and out comes your piece where [56:20] it's like guys essentially Augustus [56:22] reincarnated. Yeah. [56:23] >> Um so that's what I mean by that. I [56:25] think it's very fascinating. It doesn't [56:26] mean you have to agree with their [56:28] perception of what they're doing, but I [56:29] think you should at least figure out how [56:31] they view what it is that they're doing. [56:33] And I can just tell you he damn sure [56:34] does not think of himself as a venture [56:35] capitalist. [56:36] >> Yeah. I I thought the interest I mean I [56:38] think that the reason that I wanted to [56:40] start the piece with that anecdote about [56:42] him kind of you know asking for advice [56:45] from Rick Rubin you know at that point [56:47] in our interviews like I hadn't really [56:49] figured out yet like what the piece was [56:51] going to be about by that point I really [56:53] didn't have any intention of going [56:56] through the entire family history first [56:58] which I ended up doing but he was [57:00] telling me about this time that he went [57:02] to go see Reuben and the, [57:06] you know, kind of crisis that he felt [57:08] like the personal crisis that Josh felt [57:09] like he was having and why he sought out [57:11] Rick Rubin in particular and was trying [57:14] to get him to kind of recreate that [57:16] morning and the scene and where they [57:18] were and what was actually bothering him [57:20] and what was the question that he was [57:22] hoping Reuben would answer for him. And [57:25] again, I can't remember exactly what it [57:26] was, but it it was something like the [57:28] idea of Kushner felt like he had [57:31] captured magic in a bottle in some way [57:33] with Thrive. He's also built companies [57:36] himself, but that he was kind of on on a [57:39] really good run. And he went to Reuben [57:42] to basically ask like, "What do I do if [57:46] I lose the magic?" Right? Like I I I'm [57:48] afraid that I'm gonna it's going to [57:50] escape me one day and I'm going to be [57:52] without it. and things are going to fall [57:55] apart. And I thought that was really [57:57] interesting and I sympathized with it [58:00] and I kind of recognized it immediately. [58:02] I know the same thought occurs to all [58:04] kinds of people, but at least in my [58:06] mind, it was a very specifically [58:10] Holocaust family type question where the [58:14] fear of everything you've built can be [58:16] taken away from you overnight and living [58:19] in constant fear even in America that [58:22] you know you'll be stripped of [58:24] everything that you value and that you [58:25] love and you'll have to go figure it out [58:28] again somewhere else. I felt like that [58:30] was a kind of particularly deep and [58:32] vulnerable moment that he shared with me [58:34] and then that ended up kind of [58:35] determining the rest of the piece. So [58:37] one thing I really appreciate about Josh [58:39] more to your question is that I think he [58:42] does recognize even if only in some [58:45] ultimate sense that you know things do [58:48] eventually fall apart and you have to [58:50] like make the most of it while you can [58:52] and you also have to tr you know do [58:54] everything you can do to make yourself [58:56] invulnerable while you can. whereas I [58:59] think a lot of other people in the space [59:01] uh you know can often give the [59:03] impression of like they're on a roller [59:04] coaster and they're just having as much [59:05] fun as they can while they can. [59:07] >> You just did live what you do in your [59:09] pieces. Listen to the founders episode I [59:11] just did on Mark Zuckerberg on your [59:12] piece and I know um it just came out [59:14] today when we're recording this so you [59:15] haven't heard it yet but I say in that [59:17] ep in the episode you'll start so we [59:20] started with the Holocaust then we went [59:21] on this tangent we started talking about [59:23] and then you brought it right back [59:24] around to the Holocaust where you forget [59:25] where it started. You do this in writing [59:27] that's really really good and you did it [59:29] when you started with sitting with his [59:30] parents Zuckerberg and then you go on a [59:32] tangent you go bring it back then you [59:33] close the loop on his parents when he [59:35] starts fighting you forget that the [59:37] scene that you laid out was we were [59:39] fighting and then you go into all these [59:40] other details and you're fascinated then [59:41] you I was like oh [ __ ] then Jeremy [59:42] brought us back to the fact that no [59:43] we're in here why is this guy choosing [59:45] to wake up every day and beat the [ __ ] [59:47] out of people for two hours like it's a [59:49] very fascinating thing the way you do [59:50] that I want to go back to the the the [59:53] Rick Ruben thing because he came on this [59:54] show and what was also interesting is [59:56] tied to what you and I were just talking [59:57] about. It's like how do people think [59:58] about what they're doing? And you know, [60:00] oh, Vic Rubin's a producer. He's he's a [60:03] uh like he's he's in the music business. [60:06] He founded a record label. And he's [60:08] like, I just think of myself as a [60:09] professional researcher. Like every day [60:12] I just get up and research intently [60:14] about what I'm most interested in and [60:15] that that point. And sometimes it's [60:17] music and sometimes it's podcast, [60:18] sometimes it's different people I'm [60:19] talking to. Like I'm just researching [60:20] all day long. [60:21] >> That's really interesting. uh like I [60:22] sometimes think you know especially the [60:24] way a lot of VCs discuss it is like what [60:26] one thing they look for in a founder is [60:29] you know that the the kernel of their [60:31] inspiration to build their company is [60:33] traceable back to some early thing in [60:35] their life or you know they like it when [60:37] the idea for the company came as early [60:39] in their life as possible and I [60:41] understand that because it suggests [60:43] quite a lot of discipline and commitment [60:45] to a single idea and pursuing it [60:47] ruthlessly but there's like a flip side [60:49] to that which I also think is really [60:50] interesting in a lot of these people [60:52] that you interview and that I've [60:53] interviewed is I often like it when [60:57] you know a lot of these things end up [60:58] just being a lot more contingent and you [61:01] I think you end up with a lot more [61:02] people who are not exact you know [61:04] they're not motivated primarily by money [61:06] per se and the idea of building a [61:08] company or becoming an investor only [61:10] actually occurred to them much later [61:12] after they were just like pursuing their [61:14] actual interests and meeting and [61:15] spending time with the people that they [61:17] really liked and cared about for you [61:19] know their entire adolescence and even [61:21] part of their adult life and ending up [61:23] at building a company or becoming an [61:24] investor was kind of like the the [61:26] logical end point of all these other [61:28] things. But you know I guess it's all to [61:30] say like I think there's actually value [61:32] in a lot of people who come to this [61:34] world a little bit later than you know [61:37] maybe some of the Zuckerbergs of the [61:38] world who you know had this one idea [61:40] when he was very very young and has been [61:42] will never do anything else. [61:44] >> Something just popped to my mind that [61:45] I'm very c personally curious about. So, [61:47] the same way that Josh Kushner goes to [61:48] Rick Rubin for like advice or counsel or [61:52] whatever you want to call that, do you [61:53] have anybody in your life that plays [61:55] that role for you? When I was growing up [61:58] and I was a little kid, it was my older [61:59] brother, uh, Josh. When I was in [62:04] college, it was my Russian professor [62:07] whose name was Natalya Shansky. I now [62:09] have a one-year-old daughter who's named [62:10] after her. She was the biggest person in [62:12] my life. And uh she was this kind of [62:15] very classically Soviet grandmotherly [62:18] woman who um was very good at pointing [62:22] out all of the ways that in which I was [62:25] an idiot and I was uh making bad [62:28] decisions and destroying my life and not [62:30] thinking about the future. And [62:31] >> wait, how old were you when you met her? [62:33] >> 18 years old. [62:34] >> And she had such a profound impact on [62:36] your life that you named your daughter [62:37] after her. [62:38] >> Yes. Yeah. I I mean the the basic story [62:41] there is I I did so badly in high school [62:44] Spanish that I could not place out of [62:46] the freshman year language requirement [62:48] that my college had. So I knew I was [62:50] going they were going to make me take a [62:51] language for a year. So I just decided [62:53] to pick the kind of weirdest sounding [62:55] thing that I could suffer through for [62:57] for two semesters. So I picked Russian. [63:00] It ended up completely changing my life. [63:02] I fell in love with it. It was my major. [63:04] I decided to spend a year and a half of [63:06] my four-year college experience living [63:08] and studying in Russia. And she I spoke [63:11] to, I think, every Sunday for the entire [63:13] year and a half that that I was there. [63:15] And then she unfortunately died a few [63:17] years later. But, you know, I think for [63:19] that whole kind of part of my early [63:22] adult life, she was definitely, you [63:24] know, she was my Rick Rubin figure. [63:26] >> What did you learn from her? [63:28] >> She thought people have a gift. This is [63:30] something I write about in the Scott Woo [63:31] piece that if people have a gift, then [63:34] they have an obligation to that gift. [63:37] And if they do not do everything in [63:39] their power to uh share and exploit that [63:43] gift, then they're actually [63:46] sinning against themselves and against [63:48] God uh in an important way. And I think [63:52] I was very fortunate that she saw [63:54] something in me and she thought that by [63:57] behaving and acting uh the way I did [64:01] that part of my life which involved too [64:04] much drinking and too much drugs and not [64:06] enough uh you know focusing on my work [64:10] and my future that I was not just being [64:13] an idiot but I was actually sinning [64:15] against my own future. And [64:17] >> that's [ __ ] incredible thing to tell [64:20] a young 18, 19, 20 year old kid with a [64:23] lot of potential, though. [64:24] >> It completely changed my life. And it it [64:26] it it changed how I think about other [64:29] people. I mean, I've never thought about [64:31] this before, but now that we're talking [64:33] about it, I think it's probably why I'm [64:36] interested in a lot of these people that [64:38] we've been talking about during this [64:39] conversation. And it's also just it's [64:42] now the lens that I can bring to the [64:45] people I meet, that I become friends [64:47] with, that I work with at Colossus. I [64:50] would say up until that point in my [64:51] life, it was the single biggest thing [64:52] that anyone did for me. [64:55] >> Did you keep in touch with her after [64:57] college? [64:58] >> I worked for a year after college and [64:59] then I joined the army. Um, which was [65:01] she she she was very very upset about. [65:03] >> Why? She had this, you know, her own [65:06] harrowing story about escaping the [65:07] Soviet Union, which took decades for her [65:10] to be able to do. She left just with her [65:13] like infant daughter, made it to [65:15] America. I think in her mind is you know [65:19] if you are born into circumstances of [65:22] safety and comfort then it's in you know [65:26] it's idiotic to choose something as kind [65:29] of physically risky and dangerous as [65:33] joining the military. It's like throwing [65:34] away the most precious thing that you [65:37] could have in life which you know I [65:40] think for her made a lot of sense and [65:42] for me it it didn't make sense at the [65:43] time and I was kind of searching for [65:46] something else. I joined at an [65:47] interesting time it was dur during the [65:50] late Obama administration during [65:52] sequestration which was kind of gutted [65:54] the defense department budget. One of [65:56] the consequences of that was when I [65:58] signed my contract to go to basic [66:00] training. You know, the way it [66:02] ordinarily works is like a couple days [66:03] or a couple weeks later, they ship you [66:05] off to basic training. But when I did [66:07] it, there were so few slots available [66:10] because so much of the funding had had [66:12] dried up that I had an 8-month period [66:14] between when I signed the contract and [66:16] when I actually went to to to boot camp. [66:18] And for those eight months, she and I [66:20] talked all the time. [66:23] And uh I still, you know, she she died [66:26] of uh of [snorts] Lou Garri's disease um [66:30] in 2015. So I I kept all of the [66:33] voicemails that she left me from that [66:35] period of time on my phone. And I still [66:37] have them. And I've uploaded them to [66:39] like various cloud accounts to make sure [66:41] like, you know, if one of these [66:42] companies implodes, then I don't end up [66:44] uh losing any of those those recordings. [66:47] Yeah, we kept in touch and I I wrote her [66:50] uh you know, in basic training they take [66:51] your phone away and you can only [66:53] communicate with the outside world still [66:55] by writing letters by hand. And so the [66:58] two people I wrote to were my girlfriend [67:00] at the time who's now my wife uh and and [67:02] and Natasha who was the person I kept in [67:05] in in contact with while I was there. I [67:08] love this idea of her like holding [67:10] somebody accountable like you have gifts [67:12] that are bigger than yourself and [67:14] [snorts] that utilizing them and [67:16] expressing those gifts is refusing to do [67:20] is sin but it's really like a a service [67:22] to society and other humans in the [67:24] world. But that thanks for sharing that [67:26] story. That was like freaking [67:27] incredible. One of the most incredible [67:29] things. I didn't even know that about [67:30] you. [67:30] >> I think about it all the time but uh [67:32] it's it's been a very very long time [67:34] since I've talked about it out loud. So, [67:36] a lot of it was new for me, too. [67:38] >> Really appreciate you taking the time to [67:39] do this. You're a real soulful dude. [67:40] Huge fan of your work. I hope every [67:42] single person listening goes and checks [67:44] out every single one of your profiles. [67:45] >> Thanks, David. [67:46] >> Thanks. [67:47] >> I hope you enjoyed this episode. Please [67:48] remember to subscribe wherever you're [67:50] listening and leave a review. And make [67:52] sure you listen to my other podcast, [67:53] Founders. For almost a decade, I've [67:55] obsessively read over 400 biographies of [67:58] history's greatest entrepreneurs, [67:59] searching for ideas that you can use in [68:01] your work. Most of the guests you hear [68:03] on this show first found me through [68:05] Founders.