エピソード

  • We need to talk...

    We need to talk...
    2026/04/09

    Alfalfa is going on hiatus. 🌾 In this update, Eric and Arman share what's happening, why the boys are pressing pause, and what comes next for the show and the community.


    Welcome to the Alfalfa Podcast 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

    Join the Alfalfa Community Discord 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/czHr62nvBY⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

    Alfalfa Distilled Newsletter 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠https://alfalfapod.beehiiv.com⁠⁠⁠⁠⁠



    💰Donate to the Pod: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://streamlabs.com/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

    🤝 Get Zbiotics (use code Alfalfa for 15% off): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zbiotics.com/alfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

    🏷 Check out Eight Sleep: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/eightsleepalfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (👉 Use code ALFALFA at checkout for a special discount.)


    Follow the podcast:

    Our website with all links -⁠⁠⁠⁠⁠ https://linktr.ee/alfalfapod⁠⁠⁠⁠⁠

    Spotify -⁠⁠⁠⁠⁠ https://open.spotify.com/show/3Y3il1BRVOZjqAbD0ensKq⁠⁠⁠⁠⁠ Apple Podcasts -⁠⁠⁠⁠⁠ https://podcasts.apple.com/us/podcast/alfalfa/id1601752870⁠⁠⁠⁠⁠

    X/Twitter -⁠⁠⁠⁠⁠ https://twitter.com/alfalfapod⁠⁠⁠⁠⁠

    Instagram -⁠⁠⁠⁠⁠ https://www.instagram.com/alfalfapodcast/⁠⁠⁠⁠⁠

    Threads -⁠⁠⁠⁠⁠ https://www.threads.com/@alfalfapodcast⁠⁠⁠⁠⁠

    TikTok -⁠⁠⁠⁠⁠ https://www.tiktok.com/@alfalfaodcast⁠⁠⁠⁠⁠


    Follow the hosts:

    Arman Assadi -⁠⁠⁠⁠⁠ https://linktr.ee/armanassadi⁠⁠⁠⁠⁠

    Eric Johanson -⁠⁠⁠⁠⁠ https://twitter.com/crypto_cfa⁠⁠⁠⁠⁠

    Nick Urbani -⁠⁠⁠⁠⁠ https://twitter.com/NUrbani⁠⁠⁠⁠⁠


    Disclaimer: The views expressed by hosts, guests, and representatives don't reflect any associated institutions or organizations, and shouldn't be taken as financial or investment guidance. All information provided doesn't consider individual circumstances. We encourage independent legal, financial, and professional consultation before making decisions related to this content.
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    8 分
  • Alfafla Encore: No Kings, No Wars | Ep. 245

    Alfafla Encore: No Kings, No Wars | Ep. 245
    2026/04/02
    Quick note: no new episode this week — we'll be back next week. This is an Alfalfa Encore from June 2025.We mapped the machinery of forever wars, the "liberation" narrative, and what Iranians actually want. Stephen makes his case for why democracy is obsolete — and why America needs a CEO, not a president. Plus: the deportation debate and why the "No Kings" protests missed the point.Welcome to the Alfalfa Podcast 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the Alfalfa Community Discord 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/czHr62nvBY⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alfalfa Distilled Newsletter 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠https://alfalfapod.beehiiv.com⁠⁠⁠⁠⁠Timestamps:00:00 - Quick Announcement00:36 - Intro & Hanging On By a Thread04:31 - Stephen's Pickleball Prowess: "My Counters? Lightning Hands"10:46 - Sponsor: ZBiotics - "It will be a $10 billion company"11:56 - Alternative Life Path: "I would be a vagabond traipsing the world"14:36 - "News is poison. It's a boomer poison."16:06 - Why Don't Zoomers Drink? Health-Hacks vs. "Social Lubricant to Get Laid"20:16 - MAIN TOPIC: The Iran-Israel Conflict Hits Home21:36 - A View from Tehran: "15 million people fleeing" Amidst Chaos24:36 - Trump's "Evacuate Tehran" Tweet: A Reckless Act of Hysteria?28:16 - The "Months Away from a Nuke" Trope: Is This Time Different?34:21 - The Real Goal: A Regime Change Operation in Disguise?39:36 - The People's Perspective: "You'll be greeted as a liberator"41:56 - Trump's Strategy: Making The World Believe You're Crazy43:56 - Inside Iran: Do the People See Israel as Liberators or the Enemy?50:46 - A Post-Regime Iran: The Plan for a Democratic Transition55:56 - The Regime is "Hanging on By a Thread": What Happens Next?01:14:51 - The "No Kings" Protest & Stephen's Rant on Hypocrisy01:29:51 - The Deportation Debate: Inhumane Policy or Media Perception?01:48:06 - The Case for a King: "I'm actually coming around to the idea we need a king"02:15:16 - "The Most Authoritarian Episode of Alfalfa" & Sign-Off💰Donate to the Pod: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://streamlabs.com/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🤝 Get Zbiotics (use code Alfalfa for 15% off): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zbiotics.com/alfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🏷 Check out Eight Sleep: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/eightsleepalfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (👉 Use code ALFALFA at checkout for a special discount.)Follow the podcast: Our website with all links -⁠⁠⁠⁠⁠ https://linktr.ee/alfalfapod⁠⁠⁠⁠⁠ Spotify -⁠⁠⁠⁠⁠ https://open.spotify.com/show/3Y3il1BRVOZjqAbD0ensKq⁠⁠⁠⁠⁠ Apple Podcasts -⁠⁠⁠⁠⁠ https://podcasts.apple.com/us/podcast/alfalfa/id1601752870⁠⁠⁠⁠⁠ X/Twitter -⁠⁠⁠⁠⁠ https://twitter.com/alfalfapod⁠⁠⁠⁠⁠ Instagram -⁠⁠⁠⁠⁠ https://www.instagram.com/alfalfapodcast/⁠⁠⁠⁠⁠ Threads -⁠⁠⁠⁠⁠ https://www.threads.com/@alfalfapodcast⁠⁠⁠⁠⁠ TikTok -⁠⁠⁠⁠⁠ https://www.tiktok.com/@alfalfaodcast⁠⁠⁠⁠⁠Follow the hosts: Arman Assadi -⁠⁠⁠⁠⁠ https://linktr.ee/armanassadi⁠⁠⁠⁠⁠ Eric Johanson -⁠⁠⁠⁠⁠ https://twitter.com/crypto_cfa⁠⁠⁠⁠⁠ Nick Urbani -⁠⁠⁠⁠⁠ https://twitter.com/NUrbani⁠⁠⁠⁠⁠ Disclaimer: The views expressed by hosts, guests, and representatives don't reflect any associated institutions or organizations, and shouldn't be taken as financial or investment guidance. All information provided doesn't consider individual circumstances. We encourage independent legal, financial, and professional consultation before making decisions related to this content.
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    2 時間 16 分
  • I Almost Flipped a Table at a Sushi Restaurant | Ep. 281

    I Almost Flipped a Table at a Sushi Restaurant | Ep. 281
    2026/03/27
    Arman reveals his new portfolio: 35% cash, heavy gold position, energy stocks—and why he sold all Bitcoin at $??K. Meanwhile, Eric explains why he almost flipped a table at a sushi restaurant over a DoorDash order gone wrong.This week: A live portfolio breakdown, the Strait of Hormuz oil play, AI displacement theory, and the sushi incident that Eric's "third eye" barely stopped him from escalating.Welcome to the Alfalfa Podcast 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the Alfalfa Community Discord 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/czHr62nvBY⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alfalfa Distilled Newsletter 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠https://alfalfapod.beehiiv.com⁠⁠⁠⁠Timestamps:00:00:00 - Eric: "I feel the blood... I'm going to go nuclear"00:00:30 - Alfalfa #281 Intro00:01:00 - Nick's absence and the two-man show00:02:00 - The sushi restaurant incident — DoorDash order dispute00:04:00 - Eric considered flipping the table; "police might come"00:07:39 – Red Pill vs. Blue Pill Recap00:18:06 – Sponsor Shoutout (Z Biotics)00:25:50 - Arman's portfolio rebalancing story begins00:28:00 - Why Arman sold Bitcoin at ~$100K (now ~$69K)00:30:30 - Arman's current allocation: 35% cash, gold, XLE00:30:56 - The Strait of Hormuz oil thesis to $130/barrel00:41:54 - AI displacement: white-collar workers first, not blue-collar00:48:21 - Will AI actually cause mass layoffs or just productivity gains?01:25:18 - Nowruz traditions: fire-jumping and the seven S's01:33:13 - Closing — Portfolio predictions and final thoughts💰Donate to the Pod: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://streamlabs.com/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🤝 Get Zbiotics (use code Alfalfa for 15% off): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zbiotics.com/alfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🏷 Check out Eight Sleep: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/eightsleepalfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (👉 Use code ALFALFA at checkout for a special discount.)Follow the podcast: Our website with all links -⁠⁠⁠⁠ https://linktr.ee/alfalfapod⁠⁠⁠⁠ Spotify -⁠⁠⁠⁠ https://open.spotify.com/show/3Y3il1BRVOZjqAbD0ensKq⁠⁠⁠⁠ Apple Podcasts -⁠⁠⁠⁠ https://podcasts.apple.com/us/podcast/alfalfa/id1601752870⁠⁠⁠⁠ X/Twitter -⁠⁠⁠⁠ https://twitter.com/alfalfapod⁠⁠⁠⁠ Instagram -⁠⁠⁠⁠ https://www.instagram.com/alfalfapodcast/⁠⁠⁠⁠ Threads -⁠⁠⁠⁠ https://www.threads.com/@alfalfapodcast⁠⁠⁠⁠ TikTok -⁠⁠⁠⁠ https://www.tiktok.com/@alfalfaodcast⁠⁠⁠⁠Follow the hosts: Arman Assadi -⁠⁠⁠⁠ https://linktr.ee/armanassadi⁠⁠⁠⁠ Eric Johanson -⁠⁠⁠⁠ https://twitter.com/crypto_cfa⁠⁠⁠⁠ Nick Urbani -⁠⁠⁠⁠ https://twitter.com/NUrbani⁠⁠⁠⁠ Disclaimer: The views expressed by hosts, guests, and representatives don't reflect any associated institutions or organizations, and shouldn't be taken as financial or investment guidance. All information provided doesn't consider individual circumstances. We encourage independent legal, financial, and professional consultation before making decisions related to this content.
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    1 時間 36 分
  • Stop Fighting Reality: Why the Blue Pill Wins | Ep. 280

    Stop Fighting Reality: Why the Blue Pill Wins | Ep. 280
    2026/03/19
    We dissect how a personalized AI therapist exposed the root cause of modern stress stacking. Plus, we explore "The Cypher Dilemma"—are we rapidly approaching a point where consciously choosing the Matrix is the most logical move for survival?Welcome to the Alfalfa Podcast 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the Alfalfa Community Discord 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/czHr62nvBY⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alfalfa Distilled Newsletter 🌾 👉 ⁠⁠⁠⁠⁠⁠https://alfalfapod.beehiiv.com⁠⁠⁠This episode is a journey from highly practical stress-management frameworks, utilizing Claude Opus to uncover the "Five Whys" of anxiety, to the staggering economic implications of Nvidia's $1 Trillion AI compute backlog. We debate Ray Dalio's geopolitical warnings regarding the Strait of Hormuz, crypto's ongoing UI/UX nightmares, and dive deep into a philosophical breakdown of The Matrix. Ultimately, we ask if choosing the "Blue Pill" will soon be the ultimate strategy for navigating an age of exponential abundance and dystopia.Timestamps:00:00 - Alfalfa #280 Intro03:49 - Attacking age 40 & post-child reality15:30 - The AI Therapy Session: Claude 3 Opus21:47 - The "Five Whys" Stress Audit Framework45:40 - ZBiotics Sponsor48:29 - Nvidia GTC Keynote & The $1 Trillion Compute Backlog57:27 - Jensen Huang’s 5-Layer AI Cake01:12:06 - Ray Dalio’s "Final Battle" & Global Turbulence01:18:38 - Crypto's $50M Fat Finger & The Coinstar Problem01:26:48 - The Cypher Dilemma: Conscious Bliss vs. Ignorance01:38:19 - Red Pill vs Blue Pill in Modern Politics & Tech02:00:14 - Opting out to the Metaverse Simulation02:11:19 - Teasing Live Audience Call-ins💰Donate to the Pod: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://streamlabs.com/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🤝 Get Zbiotics (use code Alfalfa for 15% off): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zbiotics.com/alfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🏷 Check out Eight Sleep: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/eightsleepalfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (👉 Use code ALFALFA at checkout for a special discount.)Follow the podcast: Our website with all links -⁠⁠⁠ https://linktr.ee/alfalfapod⁠⁠⁠ Spotify -⁠⁠⁠ https://open.spotify.com/show/3Y3il1BRVOZjqAbD0ensKq⁠⁠⁠ Apple Podcasts -⁠⁠⁠ https://podcasts.apple.com/us/podcast/alfalfa/id1601752870⁠⁠⁠ X/Twitter -⁠⁠⁠ https://twitter.com/alfalfapod⁠⁠⁠ Instagram -⁠⁠⁠ https://www.instagram.com/alfalfapodcast/⁠⁠⁠ Threads -⁠⁠⁠ https://www.threads.com/@alfalfapodcast⁠⁠⁠ TikTok -⁠⁠⁠ https://www.tiktok.com/@alfalfaodcast⁠⁠⁠Follow the hosts: Arman Assadi -⁠⁠⁠ https://linktr.ee/armanassadi⁠⁠⁠ Eric Johanson -⁠⁠⁠ https://twitter.com/crypto_cfa⁠⁠⁠ Nick Urbani -⁠⁠⁠ https://twitter.com/NUrbani⁠⁠⁠ Disclaimer: The views expressed by hosts, guests, and representatives don't reflect any associated institutions or organizations, and shouldn't be taken as financial or investment guidance. All information provided doesn't consider individual circumstances. We encourage independent legal, financial, and professional consultation before making decisions related to this content.
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    2 時間 14 分
  • I'm More Addicted to This Than Nicotine | Ep. 279

    I'm More Addicted to This Than Nicotine | Ep. 279
    2026/03/12
    Are we heading toward a future where the government "nationalizes" AI models? In this episode, we explore the high-stakes intersection of defense, finance, and the "nationalization" risk facing frontier AI companies.Welcome to the Alfalfa Podcast 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the Alfalfa Community Discord 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/czHr62nvBY⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alfalfa Distilled Newsletter 🌾 👉 ⁠⁠⁠⁠⁠https://alfalfapod.beehiiv.com⁠⁠From analyzing Anthropic’s latest research on job displacement to identifying the three "bear cases" for the current compute run, we break down how to stay ahead in an AI-driven economy. Plus, we reveal the specific "lullaby" audiobook that has the crew addicted to their sleep routines.⚠️ NOTE: Due to technical difficulties during recording, this week’s episode is available in AUDIO ONLY format. We appreciate your patience as we get the video back online for the next one!Timestamps:00:00 - Alfalfa #279 Intro.01:06 - Analysis Begins: The Nighttime "Lullaby" Addiction.04:11 - The Stephen Fry Sherlock Holmes Sleep Hack.08:34 - Top 25 Sci-Fi Audiobooks for Bedtime.13:14 - ZBiotics Sponsor: The Pre-Alcohol Probiotic.15:00 - Moving into the "Modern Era" of AI Workflows.20:24 - Wealth Management vs. AI: What’s Actually Replaceable?24:18 - Anthropic’s Research: Which Jobs are Safe?32:53 - The "Token Budget" Theory of Employee Value.35:02 - Case Study: Reducing Refund Rates with AI Agents.51:26 - The Nationalization Play: Palantir, AWS, and the Government.53:46 - Alex Karp vs. the "Hubris" of Frontier Model Companies.01:06 - Data Centers in Space & The Future of Sky Visibility.01:09 - The Three "Bear Cases" for the Compute Gold Rush.01:11 - Is Private Credit the New Subprime Mortgage?💰Donate to the Pod: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://streamlabs.com/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🤝 Get Zbiotics (use code Alfalfa for 15% off): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zbiotics.com/alfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🏷 Check out Eight Sleep: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/eightsleepalfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (👉 Use code ALFALFA at checkout for a special discount.)Follow the podcast: Our website with all links -⁠⁠ https://linktr.ee/alfalfapod⁠⁠ Spotify -⁠⁠ https://open.spotify.com/show/3Y3il1BRVOZjqAbD0ensKq⁠⁠ Apple Podcasts -⁠⁠ https://podcasts.apple.com/us/podcast/alfalfa/id1601752870⁠⁠ X/Twitter -⁠⁠ https://twitter.com/alfalfapod⁠⁠ Instagram -⁠⁠ https://www.instagram.com/alfalfapodcast/⁠⁠ Threads -⁠⁠ https://www.threads.com/@alfalfapodcast⁠⁠ TikTok -⁠⁠ https://www.tiktok.com/@alfalfaodcast⁠⁠Follow the hosts: Arman Assadi -⁠⁠ https://linktr.ee/armanassadi⁠⁠ Eric Johanson -⁠⁠ https://twitter.com/crypto_cfa⁠⁠ Nick Urbani -⁠⁠ https://twitter.com/NUrbani⁠⁠ Disclaimer: The views expressed by hosts, guests, and representatives don't reflect any associated institutions or organizations, and shouldn't be taken as financial or investment guidance. All information provided doesn't consider individual circumstances. We encourage independent legal, financial, and professional consultation before making decisions related to this content.
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    1 時間 32 分
  • Anthropic’s $380B Valuation, Trump’s 7-Minute Intervention & The "9-9-6" Tech Trap | Ep. 278

    Anthropic’s $380B Valuation, Trump’s 7-Minute Intervention & The "9-9-6" Tech Trap | Ep. 278
    2026/03/05
    Is productivity a lie? We explore why "work intensification" is the new reality and why your next job title might be "Systems Engineer" regardless of your industry.Welcome to the Alfalfa Podcast 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the Alfalfa Community Discord 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/czHr62nvBY⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alfalfa Distilled Newsletter 🌾 👉 ⁠⁠⁠⁠https://alfalfapod.beehiiv.com⁠This week, we monitor live developments in the Middle East, analyzing Iran's strategy of economic attrition and why the US Fifth Fleet is at the center of the storm. Plus, Arman unveils the new Steno.ai and Maya, we discuss why AI agents need their own crypto banks, and how $5 lasers are disrupting the multi-million dollar missile industry.Timestamps:00:00 - Alfalfa #278 Intro03:40 - The "Father Life" Time Allocation & Calendar Trade-offs07:24 - Work Intensification vs. Productivity Studies08:35 - The Rise of the "Agnostic Systems Engineer"12:52 - Steno.ai: Scaling Brands with AI Twins18:33 - Case Study: Tony Robbins' App Hits the Top 3021:30 - Ben Horowitz: Is Every Crypto Portfolio an AI Portfolio?27:19 - Sovereignty: Why AI Agents Need Crypto Banks30:08 - 🤝 Sponsor: Support your gut with ZBiotics40:20 - Claude vs. ChatGPT: The "Peasant AI" Debate41:13 - Anthropic & The Ethics of War: Dario Amodei’s Letter and the Starlink Precedent45:41 - Switching to Claude: Testing the GPT Memory Export & The Future of "Co-Work" AI 44:17 - Military AI & The Starlink Precedent01:19:13 - Geopolitical Attrition: Why Desalination Plants are Targets01:41:09 - The Economic Shift: $5 Lasers vs. $2M Missiles💰Donate to the Pod: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://streamlabs.com/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🤝 Get Zbiotics (use code Alfalfa for 15% off): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zbiotics.com/alfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🏷 Check out Eight Sleep: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/eightsleepalfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (👉 Use code ALFALFA at checkout for a special discount.)Follow the podcast: Our website with all links -⁠ https://linktr.ee/alfalfapod⁠ Spotify -⁠ https://open.spotify.com/show/3Y3il1BRVOZjqAbD0ensKq⁠ Apple Podcasts -⁠ https://podcasts.apple.com/us/podcast/alfalfa/id1601752870⁠ X/Twitter -⁠ https://twitter.com/alfalfapod⁠ Instagram -⁠ https://www.instagram.com/alfalfapodcast/⁠ Threads -⁠ https://www.threads.com/@alfalfapodcast⁠ TikTok -⁠ https://www.tiktok.com/@alfalfaodcast⁠Follow the hosts: Arman Assadi -⁠ https://linktr.ee/armanassadi⁠ Eric Johanson -⁠ https://twitter.com/crypto_cfa⁠ Nick Urbani -⁠ https://twitter.com/NUrbani⁠ Disclaimer: The views expressed by hosts, guests, and representatives don't reflect any associated institutions or organizations, and shouldn't be taken as financial or investment guidance. All information provided doesn't consider individual circumstances. We encourage independent legal, financial, and professional consultation before making decisions related to this content.
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    1 時間 43 分
  • Citrini’s 2028 Warning, The Jack Hughes Mindset & Why Your FICO Score is a Scam | Ep. 277

    Citrini’s 2028 Warning, The Jack Hughes Mindset & Why Your FICO Score is a Scam | Ep. 277
    2026/02/26
    Is your white-collar career about to be automated out of existence? We dive into the chilling 2028 forecast that sent the markets into a tailspin and reveal the "Barbell Strategy" for surviving the coming deflationary crisis.Welcome to the Alfalfa Podcast 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the Alfalfa Community Discord 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/czHr62nvBY⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alfalfa Distilled Newsletter 🌾 👉 ⁠⁠⁠https://alfalfapod.beehiiv.comThis episode unpacks the viral Srini Research article predicting a rapid collapse in white-collar employment and a "daisy chain" of correlated financial bets. We debate the dichotomy of data—a looming deflationary doom versus a euphoric productivity boom—and analyze why the "moats of friction" protecting today’s software giants are thinner than we think.Timestamps:00:00 - Alfalfa #277 Intro.00:23 - Settling In: Whiskey, Wine, and We're Live02:48 - Sponsor: ZBiotics Genetically Engineered Probiotics04:22 - Formula 1 Preview & The USA/Canada Hockey Rivalry07:28 - Trump’s Longest State of the Union & Political Synopsis11:09 - The Satriani Article: A Market-Shaking Thesis13:38 - The 2028 White-Collar Collapse: A June Forecast16:13 - Daisy Chains of Correlated Bets: The Financial Crisis Scenario23:30 - Moats of Friction: Why Software is Fragile34:00 - Creating Demand vs. Displacing Labor: The Great Debate45:00 - The Dichotomy of Data: Doom vs. Panacea51:13 - The 0.3% Opportunity: How Many People Actually Use AI?56:55 - Deflationary Playbook: Cash, Bonds, and the Govt Pivot1:06:00 - The Fourth Turning: Political Populism & The AOC Era1:17:50 - The AI Barbell: Gold, Chips, and Energy Supply Chains1:31:00 - Cybersecurity Vulnerabilities: CrowdStrike vs. Coding Agents1:38:00 - Becoming a Systems Engineer of Your Own Career1:44:00 - Breakfast Sandwiches & The Kraft Single Controversy💰Donate to the Pod: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://streamlabs.com/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🤝 Get Zbiotics (use code Alfalfa for 15% off): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zbiotics.com/alfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🏷 Check out Eight Sleep: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/eightsleepalfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (👉 Use code ALFALFA at checkout for a special discount.)Follow the podcast: Our website with all links - https://linktr.ee/alfalfapod Spotify - https://open.spotify.com/show/3Y3il1BRVOZjqAbD0ensKq Apple Podcasts - https://podcasts.apple.com/us/podcast/alfalfa/id1601752870 X/Twitter - https://twitter.com/alfalfapod Instagram - https://www.instagram.com/alfalfapodcast/ Threads - https://www.threads.com/@alfalfapodcast TikTok - https://www.tiktok.com/@alfalfaodcastFollow the hosts: Arman Assadi - https://linktr.ee/armanassadi Eric Johanson - https://twitter.com/crypto_cfa Nick Urbani - https://twitter.com/NUrbani Disclaimer: The views expressed by hosts, guests, and representatives don't reflect any associated institutions or organizations, and shouldn't be taken as financial or investment guidance. All information provided doesn't consider individual circumstances. We encourage independent legal, financial, and professional consultation before making decisions related to this content.
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    1 時間 46 分
  • The Death of Software, The Retatrutide Blueprint & Bryan Johnson’s $1M Protocol | Ep. 276

    The Death of Software, The Retatrutide Blueprint & Bryan Johnson’s $1M Protocol | Ep. 276
    2026/02/19
    The era of prompt-response is over; the era of AI autonomy has arrived. From the high-stakes world of personalized longevity protocols to the radical shift in how we build and own software, this episode breaks down why "systems thinking" is the only skill that matters in 2026.Join the Community 🌾 👉 https://linktr.ee/alfalfapodWhat happens when your AI agent starts making business decisions while you sleep? We dive deep into the recent OpenAI acquisition of OpenClaw, the contrarian bull case for Eli Lilly’s "Trillion Dollar Drug" Retatrutide, and Bryan Johnson’s controversial $1M longevity "Immortals" program. Plus, a raw debate on whether the "death of software" favors the incumbent giants or the sovereign solo-builder.Timestamps:00:00 - Alfalfa #276 Intro00:23 - Analysis: The Bryan Johnson Standard & Heart Rate01:29 - Dario Amodei’s Machines of Loving Grace: Bio-Optimism04:32 - The Stakes: Is the "End of Software" Finally Real?06:42 - Sponsor: ZBiotics – The Science of Longevity07:41 - The Discovery Risk: Why Your AI Chat is a Legal Liability09:53 - The Memory Layer: Obsidian vs. Local Servers15:20 - The Skill Gap: Why Casual ChatGPT Users are Falling Behind19:01 - The Utility: Connecting AI to Your Real Life (Silos are Dead)24:32 - Systems Thinkers: The Future of White Collar Productivity26:42 - Proactive Agents: From Manual Entry to Autonomous Growth30:46 - The Twist: Attorney-Client Privilege is Officially Gone37:51 - Death of Software Part II: Incumbent Advantage vs. Startup Agility46:36 - The Cybersecurity Surge: Protecting Your Agentic Fleet50:04 - Deflationary AI: The Bold Bet on US Treasury Bonds53:46 - The Philippines is Cooked: Voice AI & Labor Displacement55:45 - Enterprise Lockdown: Why Copilot is the "Most Boomer Thing"01:01:26 - The Unlocks: Building Enterprise Value vs. Chasing Income01:05:36 - The Sovereignty Game: How to Win Outside the Venture Trap01:13:14 - Profit First: The Simple Math of Founder Distributions01:16:02 - The Trillion Dollar Drug: Eli Lilly’s Retatrutide vs. Ozempic01:17:05 - Huberman’s Cycle: From Bodybuilders to the Mainstream01:18:05 - The Clavicles Meltdown: Streamers & The IQ Decline01:23:09 - Gen Z Data: The First Generation to Actually Get Dumber?01:36:22 - The $1M Bet: Bryan Johnson’s "Immortals" Program01:37:31 - Alfalfa #276 OutroWelcome to the Alfalfa Podcast 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠... Join the Alfalfa Community Discord 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ / discord Alfalfa Distilled Newsletter 🌾 👉 ⁠⁠⁠https://alfalfapod.beehiiv.com💰Donate to the Pod: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://streamlabs.com/alfalfapod⁠⁠⁠⁠... 🤝 Get Zbiotics (use code Alfalfa for 15% off): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zbiotics.com/alfalfa⁠⁠⁠⁠⁠⁠⁠⁠⁠... 🏷 Check out Eight Sleep: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/eightsleepalfalfa⁠⁠⁠⁠⁠... (👉 Use code ALFALFA at checkout for a special discount.)Follow the podcast: Our website with all links - https://linktr.ee/alfalfapod Spotify - https://open.spotify.com/show/3Y3il1B... Apple Podcasts -https://podcasts.apple.com/us/podcast... X/Twitter - / alfalfapod Instagram - / alfalfapodcast Threads - https://www.threads.com/@alfalfapodcast TikTok - / alfalfaodcast Follow the hosts: Arman Assadi - https://linktr.ee/armanassadi Eric Johanson - / crypto_cfa Nick Urbani - / nurbani Disclaimer: The views expressed by hosts, guests, and representatives don't reflect any associated institutions or organizations, and shouldn't be taken as financial or investment guidance. All information provided doesn't consider individual circumstances. We encourage independent legal, financial, and professional consultation before making decisions related to this content.
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    1 時間 38 分