This podcast episode explores the concept of thematic investing and the impact of AI on various aspects of human life. It also features the remarkable journey of Bilal Al-Sadduh, who attempts to break the world record by paddling around Australia. The speaker shares their own experience of crossing the Great Australian Bight and the challenges faced during the record-breaking journey. They discuss struggles with seasickness, encounters with marine wildlife, and the importance of vulnerability. The episode concludes with a reflection on the power of motivation and support in overcoming challenges, accompanied by advertisements for Odoo and Brooks Ghost 16 running shoes.