Infinite Loops

Packy McCormick - How Writing Shapes Companies (Ep. 301)

Packy McCormick is one of the most thoughtful writers in tech and investing. In this episode of Infinite Loops, we talk about why writing is still the most powerful way to think clearly, how optimism becomes rational when you spend time with people actually building things, and what happens when the internet punishes you for being early and wrong.   Important Links: Packy McCormick on Optimism: https://www.notboring.co/p/optimism The Internet Contrarian: https://www.osam.com/pdfs/research/The%20Internet%20Contrarian.pdf Elliot Herschberg on GitLab Founder and Cancer: https://www.notboring.co/p/the-builder-cancer-problem Ben Thompson's Aggregation Theory: https://stratechery.com/aggregation-theory/  

Jean-Marc Daecius - The Last Human Chief of Staff (Ep. 300)

What happens when you design a company assuming AI should do everything it possibly can?  Jean-Marc Daecius, OSV's Chief of Staff, joins Infinite Loops to explain what it means to be "AI first" — and why he believes he may be the company's last human chief of staff. The conversation explores how AI can remove meaningless cognitive load, protect deep work, and unlock creative leverage — from reshuffling priorities and filtering email, to reinventing publishing, agriculture, education, and even how we discover books, movies, and ideas.   Important links: Substack: https://newsletter.osv.llc/ Jean Marc's "The Future of Food": https://newsletter.osv.llc/p/the-future-of-food    

John Wang - The Man Who Built The Queens Night Market (Ep. 299)

The Queens Night Market is one of New York City's most beloved institutions — but it was never supposed to last more than a year. John Wang, founder of the Queens Night Market, joins Infinite Loops to explain how a side project with a "terrible business model" unexpectedly became one of the most celebrated food markets in the world. From leaving a traditional legal career to imposing a strict price cap in one of the most expensive cities on earth, John shares how the market evolved into a cultural institution representing more than 100 countries through food.   Important links: Substack: https://newsletter.osv.llc/ Queens Night Market: https://queensnightmarket.com/  

Cliff Asness - Surviving the Meme Stock Bubble (Ep. 298)

Cliff Asness — co-founder, managing principal, and chief investment officer at AQR Capital Management — is one of the most influential quantitative investors of the last 30 years. He's also one of the most candid. In this conversation, Cliff joins Infinite Loops to talk about why losses hurt more than wins, how bubbles form, why modern investing increasingly resembles gambling, and what the dot-com era can teach us about today's markets.   Important links: Substack: https://newsletter.osv.llc/ Cliff's Perspectives: https://www.aqr.com/Insights/Perspectives Cliff's X: https://x.com/CliffordAsness  

Tomás Pueyo — Explaining the World Through Geography, History and Data (EP. 297)

Tomás Pueyo, the French-Spanish engineer and writer behind the successful "Uncharted Territories" Substack, joins us to dismantle the invisible forces that shape our history and future. We cover why humans are horrible at understanding exponential change, the geographical advantages of the U.S, why the Luddites might have been right, the "social media politician" of the future, why education is mostly signaling, and how air conditioning and mosquito eradication could change the destiny of nations.   Important Links: Tomas's Website X / Twitter LinkedIn Substack: Uncharted Territories YouTube Channel