Episode 1

Nicolai Tangen: The $2 Trillion Mind

The Knowledge Project Podcast · Feb 17, 2026

Nicolai Tangen, CEO of Norway’s $2 trillion sovereign wealth fund, discusses how AI is delivering 20% productivity gains across operations, why contrarian investing requires embracing discomfort, and the cultural ambition gap between America and Europe.

• “If you have really high ambitions, you achieve great things even if you fail. If you have low ambitions, you achieve nothing even if you succeed.”

• Norway’s fund is increasing productivity by 20% through AI while keeping headcount flat

• Current contrarian play: less AI, more real estate — “it’s not very popular, and that’s probably a good sign”

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Episode 2

Sam Altman’s Answer to Bots

Sourcery with Molly O’Shea · Feb 16, 2026

Alex Blania, CEO of World (formerly Worldcoin), discusses the $250M OpenAI investment, reaching 37 million users, and why proof-of-human verification will become essential as “99.9% of all internet traffic” becomes AI-driven. Plus: the launch of Merge Labs, a brain-computer interface company.

• World raised $250 million directly from OpenAI for collaboration on biology, chips, and AI systems

• “Platforms like X will not be usable in maximum two years without new technical solutions”

• Merge Labs aims for full-brain BCI coverage using ultrasound and molecular sensors, with a 15-year timeline

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Episode 3

Sarah Adams: If China Isn’t the #1 Threat... Then Who Is?

The Shawn Ryan Show · Feb 16, 2026

Former CIA targeting officer Sarah Adams discusses escalating homeland threats, a biolab discovered in a Las Vegas residence, and why the FBI is actively suppressing intelligence about a multi-faceted terrorist plot involving 18,000 known operatives on U.S. soil.

• FBI raided a Las Vegas residence discovering unlabeled vials with HIV and tuberculosis, linked to a Chinese national

• The U.S. pays the Taliban $87 million per week despite holding American hostages

• TSA stopped screening for shoe bombs 6 months ago — Al-Qaeda has resumed developing prototypes

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Episode 4

The Most Effective Training & Nutrition for Women

Huberman Lab · Feb 16, 2026

Dr. Lauren Colenso-Semple joins Andrew Huberman to dismantle myths about sex-specific training. The science shows men and women respond nearly identically to resistance training — and cycle-syncing your workouts is unnecessary complexity.

• Muscle protein synthesis response to exercise is identical between men and women

• Menstrual cycle phase requires zero program modifications: “Train hard, train consistently, train progressively”

• Fasted vs. fed training produces identical muscle growth and fat loss results in both sexes

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Episode 5

How AI Is Causing DRAM Prices to Surge

Odd Lots · Feb 16, 2026

SemiAnalysis analyst Ray Wong explains the memory chip shortage hitting everything from Nintendo consoles to iPhones. AI’s appetite for High Bandwidth Memory is crowding out traditional DRAM supply, creating a supercycle that could last until 2027.

• HBM requires 3x more wafer capacity than commodity DRAM, forcing producers to choose between AI chips and consumer supply

• Nintendo shares hammered, MediaTek cut mobile chip outlook 12-15% for 2026

• “The demand acceleration is lasting quite long... we are looking at a four-year cycle that’s quite rare in history”

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