Kevin Shea
Former Acting United States Secretary of Agriculture
4
APPEARANCES
4
PODCASTS
012
DEC 30
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Jul 7, 2026
Episode 120: The Moving Target: Caring for Athletes Who Are Still Growing
20:11
28:30

Ruth AdewuyaHOST
Can you talk a little bit about what these collaborations were about? and why it's important to have these collaborations in this field.
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20:20Kevin SheaGUEST
Some of the most enjoyable things that I have been able to do professionally is to be part of these multi-send collaborations.
8 MINS LATER

Ruth AdewuyaHOST
As you look into the future, what advances happening right now are you most excited about in this field?
REDUCING THE NOISE OF AI INVESTING
9:16
21:08

Fraser RiceHOST
How do you sort of think about that and make sure that we aren't sort of wandering into more of a, you, you know, a sort of things that are happening off balance sheet that we don't see and at the same time, uh, recognizing the investment that's taking place?
K
9:32Kevin SheaGUEST
I think at a minimum, it raises the risk profile, right? There are many circumstances and scenarios where this has occurred in the past, the internet being the most common referenced event and, and that obviously did not work out.
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9:53Kevin SheaGUEST
There, there's multiple scenarios that could happen, but for simplicity, we'll kind of break it down into two.
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9:58Kevin SheaGUEST
The first scenario is that this is such a capital-intensive expansion that people are, are... companies are doing an all-hands-on-deck scenario, and the faster you can get capital from well-capitalized firms, the faster you can build your infrastructure and reach scale so that these large language models are profitable, that if you can expand and take capital from everywhere, then you can actually provide, you have enough compute where all of the enterprises and all of the consumers are able to utilize your product, util- utilize your model, and you reach this kind of escape velocity in the sense of your scale allows you to lower costs and you become more profitable faster.
K
10:57Kevin SheaGUEST
The glass half empty is that they do not reach escape velocity, that the business models needed more time to bring the cost of delivering AI down enough where they could be profitable on their own, that they didn't need this extra capital to reach this enormous amount of scale, that they're moving too fast.
10 MINS LATER

Fraser RiceHOST
If you, on that front, if we take that first bullet point, what, what industries do you think are under attack, and how do you invest around that so that you're not left holding a bag that you're not a buggy whip company as Tesla releases their next issue?
Island Politics, Meaning of Life, Gibberish | Thursday Afternoon Monday Morning Podcast 2-12-26
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102:09Kevin SheaGUEST
I, I can't tell you, I haven't dated since I d- started doing stand-up really, if that makes any sense.
Texas realtor murder case. Arson and fratricide trial in New Jersey. Plus, Martha Moxley podcast.
13:17
Andrea CanningHOST
Can you remind our listeners how the prosecution and defense set the stage for jurors in this quite complicated case?
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13:24Kevin SheaGUEST
The prosecution, uh, painted a picture that Paul was struggling financially, in over his head with an expensive lifestyle, learned his business partner, brother Keith, had plans of not only cutting off his salary, but moving on professionally.
K
13:36Kevin SheaGUEST
Um, Keith then discovered that Paul was stealing from him, specifically from a life insurance trust fund.
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13:43Kevin SheaGUEST
Now, authorities allege that Paul knew that he would benefit from this life insurance policy only if Keith and his entire family were dead.
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13:52Kevin SheaGUEST
The defense has floated the theory that the third Caneiro brother, Corey Caneiro, uh, also would benefit if Keith had died, and that Corey was actually in a worse financial situation than Paul.
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14:05Kevin SheaGUEST
So they're definitely throwing some, um, some doubt out there that, that the authorities not only have the wrong brother, but didn't even investigate Corey.