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Joe Lonsdale: American Optimist

Joe Lonsdale
Joe Lonsdale: American Optimist
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  • Ep 131: How AI + Incentives Can 10X Learning & Save American Education with Tech Legend Joe Liemandt
    Joe Liemandt is a legend in the technology world. Starting in the 1990s, he built a multi-billion dollar software empire, before quietly stepping out of the public spotlight for 20 years. Now, he’s back to reveal his next breakthrough: new schools that can 10X learning in two hours a day with AI and the right incentives. What were the discoveries that led him here? Why is he confident he can save American education? And how is he planning to get this to a billion kids worldwide? Join us for a special episode with one of the great entrepreneurs of the digital era. In 1989, Joe Liemandt dropped out of Stanford to found Trilogy, which he describes as “the first AI product to sell a billion dollars.” He also pioneered Trilogy University — the grueling boot camp that Google and Facebook later copied — and famously outcompeted Microsoft for talent, drawing thousands of top engineers to Austin. On top of that, he added a software acquisition firm, ESW Capital, and scaled it to massive success. Today, he’s the principal of Alpha School, a revolutionary new education model that already has its students performing in the top one percent nationwide. We begin with the origins of Trilogy, from building “configurators” and the earliest AI systems to creating its iconic, ultra-competitive culture. Then, we break down the acquisition strategy that turned ESW Capital into a massive success, before turning to Joe’s new mission: saving American education. Before joining Alpha, he went deep into the science of learning, notably backing Harvard economist Roland Fryer’s inner city research. Fryer experimented with paying teachers, parents, and students for good results — the findings shocked the education world and became foundational for much of Joe’s work. Learn how the right incentives combined with the best in AI have Alpha’s third and fourth-graders outperforming the average high-school graduate. Plus, we explore Joe’s ambitious vision for the future and how school choice can help get this model into classrooms nationwide. The U.S. has spent trillions on K-12 with little or nothing to show; meanwhile, China and other advanced economies have raced far ahead in education performance. If Joe succeeds, he will fundamentally transform education, and the future of our republic, and that’s something to get excited about.00:00 Episode intro 01:53 Stanford dropout/origins of Trilogy 06:05 Trilogy University 09:08 Roland Fryer & paying kids for good grades 12:07 Why Joe is betting $1B on education 16:55 Kids must love school more than vacation 24:45 “The most controversial thing I’ll say today” 31:56 Why Alpha pays kids for top scores 36:52 Will this work for low-income kids? 42:57 Battle over AI & school choice 46:58 How should we teach history? 51:20 Joe’s grand vision for the future 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 130: "Free speech is not enough" — UATX President Carlos Carvalho on Charlie Kirk, Fighting Communists & the Duty of a University
    Universities called for “free speech” after Charlie Kirk’s murder — UATX President Carlos Carvalho says they’re missing the point entirely. Is more speech really the answer? Should universities stay neutral and out of politics? Or do they have a higher duty, especially now?We discuss these questions and more with the new President of the University of Austin: Carlos Carvalho. Born and raised in Brazil, he watched his father — a Navy officer — help fight back against a communist takeover attempt in the 1960s. Carlos came to America and earned his Ph.D. in statistics from Duke University. He taught at the University of Chicago before spending 15 years as a professor at the McCombs School of Business at the University of Texas, where he also founded the Salem Center for Policy to promote open debate and inquiry on campus. Carlos is an academic, a builder, and believes deeply in the promise of America; he’s uniquely talented and suited to lead the most ambitious new university project in more than a century.We begin our conversation with the aftermath of Charlie Kirk’s murder, and the debate over the role of universities. Learn why Carlos believes “free speech is not enough” and why academia has a duty to stand on, and defend, America’s founding principles, while drawing an important distinction between politics and partisanship. Next, we discuss his upbringing and lessons from fighting the communists in Brazil, including his father’s sage advice: “Learn math, learn languages, and always watch out for the communists!” Finally, we hone in on what sets UATX apart and what it looks like to train a new elite equipped with the best of the old world and the new, plus the courage and entrepreneurial energy needed to save our civilization.00:00 Episode intro01:50 “Free speech isn’t enough” 06:42 Is “Institutional neutrality” the right approach?13:50 Fighting the communists in Brazil 21:06 How the far-left captured business schools 26:45 What sets UATX apart? 32:33 Old world meets new; bringing entrepreneurship to higher ed40:05 Why is UATX tuition free? 44:00 Navy SEAL formula for higher ed 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 129: Oklahoma Gov. Kevin Stitt Steps Up to Save Tulsa — and Prove What's Possible
    America’s cities are dangerous and broken, and for too long, governors stood by as city officials failed their citizens. But Oklahoma Governor Kevin Stitt has stepped up to prove that we don’t have to tolerate incompetence or lawlessness. What bold actions did he take? Why were the results shocking? And how can his leadership be a model for other governors? We’re joined this week by businessman-turned-governor Kevin Stitt. In 2000, he launched Gateway Mortgage with just $1,000 and a computer; when he departed, it was one of the largest privately held mortgage companies in the country. He ran for governor having never sought public office before, and since taking the helm, he’s run the state like a business: slashing regulations and restoring fiscal responsibility. During his tenure, Oklahoma has become one of the fastest growing states in the country. We begin our conversation with Operation Safe — the governor’s bold initiative to clean up homeless encampments and criminal activity in Tulsa after city officials let the problems fester for years. Learn about the extensive theft, drugs, and crime they exposed, while cleaning up nearly 2 million pounds of trash! More importantly, the governor restored safety and order for families and businesses, while helping the homeless seek real treatment and get off the streets. Gov. Stitt explains how President Trump’s executive order on crime and disorder paved the way for more state leaders to take action, and now that he’s proven what’s possible, city officials in Tulsa and elsewhere are on notice that their failures will no longer be tolerated. Next, we discuss innovative solutions that can empower citizens to hold their local officials accountable. Imagine an app that gives individuals or businesses a tax rebate if they report illegal activity and the city fails to address it — that’s what the Cicero Institute is working toward, and Gov. Stitt loves the idea! We also discuss how states can use their power to hold NGOs accountable and ensure taxpayer dollars are solving homelessness, not perpetuating it. Finally, we discuss Iryna Zarutska’s murder and the strong, but necessary, steps we need to take to deal with violent, repeat offenders. Gov. Stitt’s leadership gives us real hope that other state leaders, especially in red states, will step up, enforce the law, and prioritize the safety of the American people. 00:00 Episode intro 01:44 Operation Safe - stepping up to save Tulsa 05:48 Needles, theft & 2 million pounds of trash 10:15 Corrupt NGOs & weak politicians 13:40 Citizen apps to hold govt accountable 17:55 Soros influence in our cities 21:20 Iryna Zarutska & violent repeat offenders 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 128: Hollywood Star Zachary Levi on Speaking Out for Trump, AI vs the Arts, and His $100M Texas Studio Project
    Zachary Levi is best known for starring in the popular TV series Chuck and hit movies like Shazam!, while millions of children, my daughters included, know him as Flynn Rider in Disney’s Tangled. But recently, he did something even more noteworthy in his industry: he endorsed Robert Kennedy Jr. and later President Trump, while openly sharing his Christian faith. Why did he put his career at risk? What’s the story behind his $100 million studio project in Texas? And will AI open new doors for actors and writers, or will it supplant human ingenuity and, ultimately, millions of jobs? Join us for a fascinating look behind the Hollywood curtain with a counter-cultural leader, and a spirited debate over technology’s impact on the human condition. We begin the conversation with Zachary’s courage to speak out ahead of the 2024 elections, and the role of leaders to put principles ahead of self-preservation. Next, we reflect on the legacy of Charlie Kirk, and his ability to engage his opponents with both truth and compassion. In contrast, not a single actor had the temerity to invoke Charlie at the recent Emmy Awards, and Zachary takes us behind the curtain to explain how a quintessential American institution like Hollywood capitulated to woke ideologues. And he’s not just speaking out, he’s also building an alternative: learn about Wyldwood — a $100 million studio project outside Austin aimed at reviving great art and providing a new kind of community for artists. Finally, Zachary discusses AI’s impact on Hollywood, and why he worries it will eventually consume the creative arts. He and I see the AI landscape very differently — his take is more pessimistic, mine more optimistic — but we have a fun debate, and ultimately agree that it’s our job as leaders to build toward solutions that lift up humans and preserve the values that make our civilization great. 00:00 Episode intro 01:40 Speaking out in Hollywood 07:10 Debating politics with truth & compassion 15:23 Charlie Kirk & Hollywood’s demise 20:10 Building a new type of Hollywood 25:51 Technology vs humanity - are we better off now than 1950s?33:25 The merits of capitalism: Jeff Bezos vs Elon Musk 41:41 Debating AI & technological progress 50:05 Will AI create or replace millions of jobs?56:45 The role of leaders / optimism for the future 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 127: Max Meyer, Arena Magazine, and the Battle for Truth, Beauty & Progress
    Max Meyer is the Editor and Publisher of Arena — an American technology magazine that is pro-America and pro-technology! How did legacy media become cynically motivated and ideologically captured? Will "AI slop" only make things worse? And, most importantly, what is the antidote?We discuss these issues and more with the entrepreneur and writer behind one of America's most exciting new media outlets. Before launching Arena, Max studied geophysics at Stanford University and served as editor of the Stanford Review, where he drew national attention for his investigative reporting, including exposing former San Francisco District Attorney Chesa Boudin's ties to Venezuelan dictator Hugo Chavez.We start with the fall of once-great magazines, like Scientific American, and why Max is going all-in on high-quality, shoe-leather journalism that stands the test of time. Next, we discuss the evolution of journalism from a working-class to elite profession, the implications therein, and why the attack pieces and hit jobs are starting to backfire. We dive into some of Arena's recent work, from the first-ever profile of Anduril CEO Brian Schimpf to covering breakout industries and entrepreneurs routinely overlooked by mainstream newsrooms. Then, we talk about Max's time as editor of the Stanford Review, and carrying on the tradition started by Peter Thiel and other editors, myself included, of challenging campus groupthink and defending Western values. Finally, we address the coming avalanche of "AI slop" and why Max is betting that trustworthy, premium-packaged content will stand apart from the noise. Learn why top builders and leaders are reading Arena -- and subscribe here to get the magazines. You can use code “JOE30” at checkout to get a 30% discount off your first year subscription!NOTE: This episode was recorded before the murder of my friend Charlie Kirk.00:00 Episode intro 01:38 What is Arena? 06:00 Why is journalism broken? 09:50 How Wired, TechCrunch, etc. went off the rails 15:07 Why Max is betting on premium, high-end media 19:00 Exposing Marxists as Editor of the Stanford Review 21:20 Should we be worried about AI slop? 25:58 What's next for Arena? 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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About Joe Lonsdale: American Optimist

American Optimist, hosted by Joe Lonsdale: entrepreneur, investor, and founder of four multi-billion dollar companies and other mission-driven organizations. American Optimist is an alternative to the fear, cynicism, and zero-sum thinking in mainstream media. Learn from the innovators and leaders who are solving our nation’s most pressing challenges, and doing it in a way that will lift everyone up. Hope should dominate our discourse, and American Optimist will show you why. blog.joelonsdale.com
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