Joe Lonsdale: American Optimist

• Ep 126: Will AI Spark A New Logistics Revolution? Harish Abbott Helped Pioneer Next-Day Shipping — And He’s Betting Yes.

  Harish Abbott is a serial entrepreneur at the forefront of the logistics revolution. He sold his last company to Shopify in 2022 for over $2 billion, and now he's back in the arena again. What are the new possibilities with AI? How will it impact workers? And what's the business opportunity he sees that no one else does? Harish is the co-founder and CEO of Augment, a new platform building AI teammates for logistics operations. Its first product, Augie, already boasts $25 billion in freight under management. Previously, Harish co-founded Deliverr, an e-commerce fulfilment platform (acquired by Shopify) that provided one and two-day shipping to smaller merchants. He started his career at Amazon Fulfillment, where he helped build industry-leading technologies and transform online shopping as we know it. We begin with Harish's background, why he came to America to build, and what makes our innovation economy unique. We discuss his most important lessons learned at Amazon, from Jeff Bezos obsessing over customer satisfaction to the company's unique writing culture. Next, Harish explains the origins of Deliverr, how he built a delivery network for the non-Amazon and Walmart world, and lessons learned from selling to Shopify. Then, we dive into the inflection point that sparked Augment, and how advances in LLMs can now manage vast asynchronous workflows and transform how information is traded. Learn why Harish sees a trillion dollar global opportunity to reduce waste in logistics, how he plans to capitalize on it, and why he believes AI can elevate brokers and shippers to higher-order thinking — a win for humans and the economy. 00:00 Episode intro 01:38 Merit matters & why build in the U.S. 05:00 Lessons from Amazon & Jeff Bezos 10:29 Deliverr & bringing next-day shipping to non-Amazon world 17:15 AI & the next logistics revolution 23:58 Meet Augie - the AI teammate for logistics 28:35 The trillion dollar opportunity 32:05 The AI talent battle 38:56 Reasons for optimism This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

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• Ep 125: Sen. Eric Schmitt on Exposing Mass Censorship & Outsmarting the Far-Left

  Sen. Eric Schmitt is a fighter for our country — and knows how to win. In November 2022, as Missouri Attorney General, he sued the Biden administration for colluding with Big Tech to impose mass censorship on the American people. His actions exposed the most chilling government intrusion of our time, and launched a groundswell of opposition, culminating in Elon Musk buying Twitter. What was his strategy? How can it combat further government overreach? And how can we outsmart the far-left when it comes to redistricting, stacking the Supreme Court, and other battlegrounds? We discuss this and more with Senator Schmitt, author of the new book: "The Last Line of Defense: How to Beat the Left in Court." After serving as Missouri Attorney General, he was elected U.S. Senator, and currently serves on the all-important Judiciary and Armed Services committees. We begin with Sen. Schmitt's working class upbringing and his inspiration for running for office. Then, he reveals how he architected Missouri v Biden to expose the unholy alliance between the Biden White House and Big Tech to censor contrarian views (myself included, as it was later revealed in the Twitter Files). He also details his lawsuit against communist China for covering up COVID, winning $24 billion in damages for the people of Missouri. Next, we jump to his priorities in the Senate, and why he's pushing Republicans to get more aggressive, whether it's protecting the Supreme Court from court packing, defending redistricting, or securing an increase in FBI agents to crackdown on violent crime in St. Louis. Finally, we get his take on AI, and why he's wary of opportunities for censorship, but also bullish on robotics and automation bringing manufacturing back to the heartland. 00:00 Episode intro 05:00 Exposing Biden's mass censorship 09:30 How the FBI covered for Hunter Biden 15:18 Redistricting, packing SCOTUS, and next battlegrounds 21:40 Suing the CCP -- and winning 24:45 What have you learned in the Senate? 28:30 AI & Manufacturing renaissance This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

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• Ep 124: The Fearless Adversary of Venezuela's Dictators - A Special Interview with Maria Corina Machado

  This week, we're honored to be joined by Venezuela's "Iron Lady" — Maria Corina Machado. She's been physically assaulted, forced into hiding, and separated from her children, but that hasn't stopped her from standing up to dictators and fighting for liberty. Right now, she believes the end of Nicolas Maduro's regime is closer than it's ever been, and a bright new future for Venezuela — and the entire region — is in sight.In the early 2000s, Maria set aside her business and career aspirations to lead a recall against Hugo Chavez, quickly earning a reputation as his "most detested adversary." She went on to serve as an elected member of the National Assembly of Venezuela from 2011 to 2014, becoming a key leader in the widespread 2014 protests against Maduro. Leading up to the 2024 presidential election, she won her party's primary elections, but was disqualified and forced out by Maduro and his cronies. Still, her opposition party went on to win overwhelmingly, and Maduro has since rejected the results and refused to relinquish power.We begin with the tragic downfall of Venezuela, from the wealthiest country in South America to poorer than Haiti. Learn how socialism brought one of the world's most energy rich countries to its knees, and instead became the criminal hub of Latin America, flooding the U.S. with drugs and narco terrorism while providing safe harbor to Russia, Iran, Hezbollah, and other enemies. President Trump has taken strong actions in recent months, from placing a $50 million bounty on Maduro to designating cartels as terrorist organizations and directing the U.S. military to go after them — we get Maria's take on the President's policies and what else she hopes to see from our leaders in Washington. Many Americans are rightfully wary of foreign interventions; Maria explains why she doesn't see it as regime change but rather dismantling an international criminal enterprise. Finally, we cover Maria's personal journey and sacrifice, why she continues to fight even with threats against her life, and her ultimate vision for a free and prosperous Venezuela that becomes an energy powerhouse for the Americas.00:00 Episode intro02:30 How Venezuela became a criminal hub09:45 What's the right US policy? Regime change?16:24 Parallels between Chavez & the far-left in the U.S.22:17 Maria's personal story & sacrifice26:36 Maria’s vision for a free Venezuela This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

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• Ep 123: The New Space Age with Palantir Alum & Apex Space CEO Ian Cinnamon

  Reusable rockets, new economics, and surging investment are quickly making space one of the most promising areas for growth and innovation. Like other areas of defense, we're in a transition from billion-dollar, exquisite satellites to the proliferation of attritable platforms. What are the new markets and opportunities this creates? How will the Golden Dome impact the space race and competition with China? And what exciting possibilities, like asteroid mining, are in our future?This week we talk all things space with Ian Cinnamon, co-founder and CEO of Apex Space, a satellite platform company. A graduate of MIT and Stanford Business School, Ian first launched a startup incubator, Superlabs, with Mark Pincus before founding Synapse, a computer vision company later acquired by Palantir. There, Ian worked on key initiatives like Project Maven before leaving to build Apex, and bring speed and efficiency to satellite platform manufacturing.We begin with Ian's entrepreneurial journey and how his research at MIT informed the creation of Synapse. A top talent at Palantir, he reveals what it was like working on Project Maven — and the protesters that inspired him — plus the "light bulb moment" that led him to launch Apex. Next, we dive into the space boom and how SpaceX upended the entire way we think about, and build, for space. Learn about the unique challenges of engineering for space, why Apex is moving toward full vertical integration, and how it plans to meet skyrocketing demand for more launches. We also discuss President Trump's ambitious Golden Dome project, new possibilities for space-based interceptors, and China's plans to overtake U.S. supremacy in space. Finally, we conclude with Ian's most exciting innovations beyond Earth, and why asteroid mining isn't as far-fetched as you might think.00:00 Episode intro02:09 MIT, cognitive science & building Synapse06:17 Palantir, Project Maven, and protestors8:53 Ian's "light bulb moment" for building Apex15:23 The space boom & new possibilities21:30 Engineering for space and lessons from SpaceX27:50 China's ambitious space plans30:19 Golden Dome & space-based interceptors36:00 Understanding orbit altitudes for satellites40:00 Is China trying to steal your IP?44:13 Asteroid mining and new possibilities beyond Earth This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

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• Ep 122: The AI Services Revolution with Shreyas Parab & Anton Lin of DayDream

  This week we're talking dental billing! Why? Because large parts of the $5 trillion US services economy, like medical billing, are inefficient and dysfunctional, which holds back growth and increases costs for Americans. How is AI transforming these broken sectors? What's possible now that wasn't just a few years ago? And if AI can revolutionize dental billing, what does that mean for productivity at large?We dive into the AI services wave with DayDream's Shreyas Parab, co-founder & CEO, and Anton Lin, co-founder & CTO. DayDream is applying AI to transform revenue cycle management (RCM) for dentists, and helping them recover the money they are owed faster and more effectively. Chasing down errant claims can take humans years; DayDream is doing it in weeks with AI agents!We begin with the broken state of medical billing -- thousands of rules per company, little written down, and knowledge passed down person-to-person like an ancient religion. Shreyas and Anton explain how LLMs can reason through unstructured processes in ways that previous business logic couldn't. Next, we discuss the lost revenue from missing claims (nearly 20% of all claims!), and how AI agents are becoming so effective that humans can't tell the difference. This raises the obvious question: will agentic solutions result in mass layoffs? Shreyas and Anton say the opposite is true -- AI is enabling billers to operate at higher levels and focus on expanding the business instead of waiting on hold with insurance companies. If top talent plus AI can revamp Byzantine systems like dental billing, there's a tremendous opportunity to reform the entire services economy. This means economic growth, and disinflation that benefits everyone.00:00 Episode intro01:35 What’s so important about dental billing?07:50 Will AI destroy dental billing jobs?9:50 AI agents are becoming indistinguishable from humans17:45 Private equity rolling up dental24:56 Understanding the AI services model This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com

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