Smash Notes

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Five AI kings, the MVP fight, and Rogan on glyphosate

Smash Notes · November 9th, 2026

Five fresh podcast takes on AI, tech and business, each paired with an archive note that argues back.͏‌ ͏‌ ͏‌ 
Smash NotesIssue #2 · Nov 9, 2026
Hi, it's Kirill. This week I split the picks by topic: AI, tech, business, and one for the Joe Rogan fans. Same idea as last time. Each fresh take from this week's episodes sits next to an older note that argues the other side. My favorite is glyphosate, where two Rogan episodes two weeks apart come at it from opposite directions.
AI
Who wins the model race?
Will five companies own AI?
This week
Why does Garry Tan fear a future run by five AI kings?
The Builders · Garry Tan · Nov 3, 2026
YC's Garry Tan says AI is already consolidating into a handful of labs. He wants open-source, personal AI instead.
VS.
From the archive
Why does distillation fight AI model consolidation?
Dwarkesh Podcast · John Schulman · Sep 2026
John Schulman says distillation is the main force against centralization: what a model learns can be copied from a small amount of data.
The smartest model, or one you can open up?
This week
Why do startups always buy the smartest AI model?
Invest Like the Best · Martin Casado · Nov 4, 2026
Martin Casado says competing startups never pick a dumber model. They pay 10 times more for the smartest one.
VS.
From the archive
Why does Palo Alto Networks prefer open weight AI?
All-In · Nikesh Arora · Oct 2026
Nikesh Arora picked open-weight models over the closed race, because regulated customers need AI they can explain and audit.
Sponsor
DiscoSEO: Show up in ChatGPT
Tech
How to build the first version
Ship the MVP, or skip it?
This week
Why does Linear reject the minimum viable product?
First of Kind · Karri Saarinen · Nov 4, 2026
Linear never did an MVP. Karri Saarinen calls YC's ship-fast advice probably right. He just doesn't believe it.
VS.
From the archive
How much money should a startup spend on an MVP
FoundersList Podcast · Philip Camilleri episode · Jun 2020
The 2020 answer: spend as little as possible. An MVP doesn't need to be complicated or fancy.
Business
Are startup prices about to break?
Reckoning, or higher still?
This week
Why does John Somorjai say many venture valuations will not last?
a16z · John Somorjai · Nov 6, 2026
Salesforce's dealmaker calls many valuations way too high and says a reckoning is inevitable. Above $10 billion, there are very few buyers.
VS.
From the archive
Why do startup valuations keep rising?
Sourcery · Shardul Shah · Nov 2, 2026
Index Ventures' Shardul Shah says more capital is chasing a few giant outcomes, so prices are high and will get higher. Being 25% off on price doesn't matter.
Joe Rogan
Glyphosate, two episodes apart
A choice, or a trap?
This week
Why does the United States use so much glyphosate?
The Joe Rogan Experience · #2578 Calley Means · Nov 6, 2026
Calley Means says the U.S. is about 4% of the world's population but, by some measures, about 20% of its glyphosate and pesticide use, because the food system chases the cheapest calories.
VS.
From the archive
Why does farming still depend on glyphosate?
The Joe Rogan Experience · #2570 Mystery Boys · Oct 2026
Two weeks earlier, Rogan said the food business can't stay open without it. Switching is hugely expensive, and regenerative farming takes a decade.
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