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A historic IPO, a massive makeover for Siri, and Anthropic's most powerful model released to the public. What do these have in common? They were all covered on the inaugural episode of Lightwork, Lightspeed’s newest podcast with hosts Claire Zau and Josh Machiz breaking down some of the latest...

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Lightspeed

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36,667 views • 2 months ago •via X (Twitter)

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NEW: a16z bought Turpentine. OpenAI bought TBPN. Jack Altman joined Benchmark. Now Lightspeed makes its move.. The $40B AUM VC fund hired Claire Zau (aka 'Zauey Talks' on IG) to lead *new media* & co-host Lightwork, its weekly AI podcast Zauey Talks Stats: - 350K+ followers - 10M+ monthly impressions - Built in ~1 year We cover: - The tech media land grab - Split investing + media role - Tech X vs mainstream social media - AI bubble? - Why does GenZ hate AI? - Who tells the AI story best? Lightwork is co-hosted by Claire Zau & CMO Josh Machiz Since 2000, Lightspeed has been an early backer of Abridge, Anthropic, Anduril, Castelion, Databricks, Glean, Mistral, Navan, Neko Health, Netskope, Thinking Machines, Reflection AI, Rubrik, Snap, Skild AI, Vinted, Wiz, & more. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Claire Zau, Partner at Lightspeed Venture Partners (00:54) Inside Lightspeed's new podcast studio (02:37) How Josh Found Claire on TikTok (04:34) Why venture expertise is missing from the mainstream (08:23) The content that actually works (10:19) What TikTok comments taught her about AI perception (13:01) Keeping editorial independence at a mega fund (14:42) The split role nobody thought was possible (17:20) The show built to bring mainstream audiences into venture (20:43) The AI bubble question everyone's asking (22:00) What Claire is most excited about covering (23:39) Why Gen Z hating AI makes no sense (28:50) How big tech companies can fix their image problem (32:16) Who tells the AI story best (34:14) The Lightspeed portfolio companies to watch (38:40) Two creators compare notes on building in media (43:31) Getting recognized in the wild (45:43) Expanding beyond ed tech into AI frontier
48:56

NEW: a16z bought Turpentine. OpenAI bought TBPN. Jack Altman joined Benchmark. Now Lightspeed makes its move.. The $40B AUM VC fund hired Claire Zau (aka 'Zauey Talks' on IG) to lead *new media* & co-host Lightwork, its weekly AI podcast Zauey Talks Stats: - 350K+ followers - 10M+ monthly impressions - Built in ~1 year We cover: - The tech media land grab - Split investing + media role - Tech X vs mainstream social media - AI bubble? - Why does GenZ hate AI? - Who tells the AI story best? Lightwork is co-hosted by Claire Zau & CMO Josh Machiz Since 2000, Lightspeed has been an early backer of Abridge, Anthropic, Anduril, Castelion, Databricks, Glean, Mistral, Navan, Neko Health, Netskope, Thinking Machines, Reflection AI, Rubrik, Snap, Skild AI, Vinted, Wiz, & more. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Claire Zau, Partner at Lightspeed Venture Partners (00:54) Inside Lightspeed's new podcast studio (02:37) How Josh Found Claire on TikTok (04:34) Why venture expertise is missing from the mainstream (08:23) The content that actually works (10:19) What TikTok comments taught her about AI perception (13:01) Keeping editorial independence at a mega fund (14:42) The split role nobody thought was possible (17:20) The show built to bring mainstream audiences into venture (20:43) The AI bubble question everyone's asking (22:00) What Claire is most excited about covering (23:39) Why Gen Z hating AI makes no sense (28:50) How big tech companies can fix their image problem (32:16) Who tells the AI story best (34:14) The Lightspeed portfolio companies to watch (38:40) Two creators compare notes on building in media (43:31) Getting recognized in the wild (45:43) Expanding beyond ed tech into AI frontier

Molly O’Shea

157,751 views • 2 months ago

"LM Arena is a cancer on AI. Labs have entire teams dedicated to hacking it." Edwin Chen (echen), CEO of Surge AI, on why the industry's favorite benchmark is broken and how Surge hit $1.2 billion in revenue without ever raising. Aravind Srinivas (Aravind Srinivas), CEO of Perplexity, on Apple's AI advantage, Claude Code economics, the endgame of coding, and Perplexity Computer. They join @jason on This Week in AI Episode 10: 00:00 Intro to Aravind Srinivas and Edwin Chen 05:25 Edwin on Surge: School for AGI 10:47 What Apple's next CEO should do 21:20 "The iPhone is not getting disrupted by AI" 23:55 Bootstrapping Surge past $1B without raising 30:58 Claude Code as a loss leader 33:30 Are we in the endgame for coding? 41:34 30% headcount growth, 5x revenue 50:29 "People don't buy models, they buy products" 58:00 "LM Arena is a cancer on AI" 1:05:41 Model Council and orchestrating frontier models Full episode on YT, Spotify, and Apple Podcasts below: Perplexity Surge AI
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"LM Arena is a cancer on AI. Labs have entire teams dedicated to hacking it." Edwin Chen (echen), CEO of Surge AI, on why the industry's favorite benchmark is broken and how Surge hit $1.2 billion in revenue without ever raising. Aravind Srinivas (Aravind Srinivas), CEO of Perplexity, on Apple's AI advantage, Claude Code economics, the endgame of coding, and Perplexity Computer. They join @jason on This Week in AI Episode 10: 00:00 Intro to Aravind Srinivas and Edwin Chen 05:25 Edwin on Surge: School for AGI 10:47 What Apple's next CEO should do 21:20 "The iPhone is not getting disrupted by AI" 23:55 Bootstrapping Surge past $1B without raising 30:58 Claude Code as a loss leader 33:30 Are we in the endgame for coding? 41:34 30% headcount growth, 5x revenue 50:29 "People don't buy models, they buy products" 58:00 "LM Arena is a cancer on AI" 1:05:41 Model Council and orchestrating frontier models Full episode on YT, Spotify, and Apple Podcasts below: Perplexity Surge AI

This Week in AI

40,470 views • 4 months ago

For 30 years, nobody really cared about backup. It was IT plumbing - a compliance checkbox, something you set up and never touched again. The last place you'd expect a founder to go in 2024, at the peak of the AI boom. Which is exactly when Ofir Ehrlich - who sold CloudEndure to Amazon - decided to start @Eon_io_inc. Because it turns out backup is one of the most important surfaces in enterprise AI. Every version of every record a company has ever created sits there, and it's locked in the archive nobody wanted to own. He joined us on Lightwork to explain what Eon is building: 🚀 His path as a 4x founder and why he’s building with his best friends (including a co-founder of 26 years he avoided working with until the co-founder's mom overruled them both) 🖥️ Why "the cloud is just someone else's computer" - and who's actually on the hook when things go wrong 💸 The 10-30% of billion-dollar cloud bills that nobody inside the enterprise is even accountable for 🗄️ Why retrieving one 5 year old record can take a 30 person SWAT team - and why some enterprises have teams of hundreds doing only this 🤖 How Eon built a backup product and kept getting forwarded to the AI team 🔒 The real blocker on enterprise AI: owners scared of what a model might surface once it can query their data Full episode on your favorite podcast platform 🎧 Lightspeed
32:37

For 30 years, nobody really cared about backup. It was IT plumbing - a compliance checkbox, something you set up and never touched again. The last place you'd expect a founder to go in 2024, at the peak of the AI boom. Which is exactly when Ofir Ehrlich - who sold CloudEndure to Amazon - decided to start @Eon_io_inc. Because it turns out backup is one of the most important surfaces in enterprise AI. Every version of every record a company has ever created sits there, and it's locked in the archive nobody wanted to own. He joined us on Lightwork to explain what Eon is building: 🚀 His path as a 4x founder and why he’s building with his best friends (including a co-founder of 26 years he avoided working with until the co-founder's mom overruled them both) 🖥️ Why "the cloud is just someone else's computer" - and who's actually on the hook when things go wrong 💸 The 10-30% of billion-dollar cloud bills that nobody inside the enterprise is even accountable for 🗄️ Why retrieving one 5 year old record can take a 30 person SWAT team - and why some enterprises have teams of hundreds doing only this 🤖 How Eon built a backup product and kept getting forwarded to the AI team 🔒 The real blocker on enterprise AI: owners scared of what a model might surface once it can query their data Full episode on your favorite podcast platform 🎧 Lightspeed

Claire Zau

21,911 views • 12 days ago

AI and crypto… How will these two powerful technologies collide, and what happens when they do? Today’s episode is a special one. It’s a round table on some of the most compelling ideas at the intersection of AI and crypto, sourced from members of the a16z crypto team. You’re going to hear from builders, researchers, and deal makers who are all wrestling with the big question: How will these two powerful technologies collide, and what happens when they do? with Sam Broner Scott Kominers Liz Harkavy Carra Wu jay mattg Timestamps: (0:00) Introduction (1:44) Universal Identity for AI Agents (5:25) Why Crypto Makes a Difference (10:07) Context in AI: Memory and Interoperability (15:00) Vibe Coding Applications (19:32) Registries with Global Context (21:47) Honkaku Mystery Novels (24:13) Monetization Models for AI x Crypto (28:36) Overcoming Technical Challenges (31:34) AI Agents and the Rise of Web Crawlers (36:05) Collapse of the Social Contract (39:21) AI Bots and Blockchain Solutions (44:31) Proof of Personhood: Ensuring Human-ness (50:41) Future of Personalized Advertising (1:01:54) Final Thoughts Enjoy the full episode here on X.
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AI and crypto… How will these two powerful technologies collide, and what happens when they do? Today’s episode is a special one. It’s a round table on some of the most compelling ideas at the intersection of AI and crypto, sourced from members of the a16z crypto team. You’re going to hear from builders, researchers, and deal makers who are all wrestling with the big question: How will these two powerful technologies collide, and what happens when they do? with Sam Broner Scott Kominers Liz Harkavy Carra Wu jay mattg Timestamps: (0:00) Introduction (1:44) Universal Identity for AI Agents (5:25) Why Crypto Makes a Difference (10:07) Context in AI: Memory and Interoperability (15:00) Vibe Coding Applications (19:32) Registries with Global Context (21:47) Honkaku Mystery Novels (24:13) Monetization Models for AI x Crypto (28:36) Overcoming Technical Challenges (31:34) AI Agents and the Rise of Web Crawlers (36:05) Collapse of the Social Contract (39:21) AI Bots and Blockchain Solutions (44:31) Proof of Personhood: Ensuring Human-ness (50:41) Future of Personalized Advertising (1:01:54) Final Thoughts Enjoy the full episode here on X.

a16z crypto

20,805 views • 1 year ago

In this episode of the Lightcone Podcast, we sat down with Mukund Jha and Madhav Jha, the founders of Emergent - an AI platform that lets anyone build and ship production-ready software. In just eight months, users have created more than 7 million apps on Emergent, with the number doubling in just the last 45 days. We discuss how they built one of the most powerful AI coding agents, why they focused on non-technical users and what it's like building for a global audience from India. 00:00 - Intro 01:06 - What Is Emergent? 01:18 - Founder Backstory 02:09 - From AI Testing to General Coding Agents 02:52 - Getting Ahead of the Market 04:18 - The Pivot to Non-Technical Users 05:22 - Why Second Movers Can Win in AI 09:04 - Building for Production, Not Just Prototypes 18:21 - Live Demo: Building Apps with Emergent 24:40 - How Emergent Hires and Runs a Lean Team 29:04 - Is SaaS Dead? The Rise of Personalized Software 34:04 - The Future: Niche Apps, Solo Builders and AI Agency
39:32

In this episode of the Lightcone Podcast, we sat down with Mukund Jha and Madhav Jha, the founders of Emergent - an AI platform that lets anyone build and ship production-ready software. In just eight months, users have created more than 7 million apps on Emergent, with the number doubling in just the last 45 days. We discuss how they built one of the most powerful AI coding agents, why they focused on non-technical users and what it's like building for a global audience from India. 00:00 - Intro 01:06 - What Is Emergent? 01:18 - Founder Backstory 02:09 - From AI Testing to General Coding Agents 02:52 - Getting Ahead of the Market 04:18 - The Pivot to Non-Technical Users 05:22 - Why Second Movers Can Win in AI 09:04 - Building for Production, Not Just Prototypes 18:21 - Live Demo: Building Apps with Emergent 24:40 - How Emergent Hires and Runs a Lean Team 29:04 - Is SaaS Dead? The Rise of Personalized Software 34:04 - The Future: Niche Apps, Solo Builders and AI Agency

Y Combinator

107,673 views • 5 months ago

NEW EPISODE: More than 1,000 researchers want to pace the frontier, the financing structure behind OpenAI and Meta’s new data centers, and the debate around AI wearables. Joe Diamond (CEO of Axonius) breaks down the growing trend of “Shadow AI”: why nobody can account for how many AI agents are actually running inside the company and the risks at scale. 0:00 Pacing The Frontier 9:15 The $500B Nvidia OpenAI Superintelligence Land Grab 14:00 Compute As A New Asset Class 18:30 Nvidia x SSI 22:00 Granola Comes To The Apple Watch 26:45 Session-Based vs Ambient Recording 31:30 Axonius CEO: What Is Asset Intelligence? 45:00 Joe Diamond from CMO To CEO In Two Years 51:00 What Securing An Org Could Look Like In 5-10 Years 59:00 Three New Deals: Andera, CuspAI, Harmony FULL EPISODE BELOW Josh Machiz Lightspeed
58:38

NEW EPISODE: More than 1,000 researchers want to pace the frontier, the financing structure behind OpenAI and Meta’s new data centers, and the debate around AI wearables. Joe Diamond (CEO of Axonius) breaks down the growing trend of “Shadow AI”: why nobody can account for how many AI agents are actually running inside the company and the risks at scale. 0:00 Pacing The Frontier 9:15 The $500B Nvidia OpenAI Superintelligence Land Grab 14:00 Compute As A New Asset Class 18:30 Nvidia x SSI 22:00 Granola Comes To The Apple Watch 26:45 Session-Based vs Ambient Recording 31:30 Axonius CEO: What Is Asset Intelligence? 45:00 Joe Diamond from CMO To CEO In Two Years 51:00 What Securing An Org Could Look Like In 5-10 Years 59:00 Three New Deals: Andera, CuspAI, Harmony FULL EPISODE BELOW Josh Machiz Lightspeed

Claire Zau

16,478 views • 27 days ago

What happens when AI agents make mistakes? On this week’s episode of The Investment Memo, Lightspeed Partner James Alcorn sits down with Judgment Labs co-founder Alex Shan to discuss the agent workflow (and more). Alex started researching AI performance at Stanford when he was just 16. Today, alongside co-founders Andrew Li and Joseph Camyre, the team is building the quality layer for the agent era. The episode goes deep into many critical questions, like why agent evaluation is becoming critical infrastructure, how to measure trust and reliability, and what breaks when agents move from demos to production. We’re excited to have led the Seed and co-led the Series A, totaling $32M in funding. Tune into the full conversation about the future of AI evaluation, in the era where judgment is everything. Chapters 0:00 Putting Agent Improvement On Autopilot 2:20 What Judgment Labs Actually Does 3:09 Being A Full Lifecycle Agent Behavior Monitoring Platform 4:59 How The Co-Founders Met 7:57 The Fundraising Journey With Lightspeed 11:57 Two Core Technological Bets That Shaped The Product 14:49 The Philosophy Behind Partnering With Customers 17:28 How They Choose Their Early Customers 19:40 The 5-Year Vision For Judgment Labs 22:10 Where The Business Goes From Here 24:39 How To Get In Touch With Alex And The Team
25:41

What happens when AI agents make mistakes? On this week’s episode of The Investment Memo, Lightspeed Partner James Alcorn sits down with Judgment Labs co-founder Alex Shan to discuss the agent workflow (and more). Alex started researching AI performance at Stanford when he was just 16. Today, alongside co-founders Andrew Li and Joseph Camyre, the team is building the quality layer for the agent era. The episode goes deep into many critical questions, like why agent evaluation is becoming critical infrastructure, how to measure trust and reliability, and what breaks when agents move from demos to production. We’re excited to have led the Seed and co-led the Series A, totaling $32M in funding. Tune into the full conversation about the future of AI evaluation, in the era where judgment is everything. Chapters 0:00 Putting Agent Improvement On Autopilot 2:20 What Judgment Labs Actually Does 3:09 Being A Full Lifecycle Agent Behavior Monitoring Platform 4:59 How The Co-Founders Met 7:57 The Fundraising Journey With Lightspeed 11:57 Two Core Technological Bets That Shaped The Product 14:49 The Philosophy Behind Partnering With Customers 17:28 How They Choose Their Early Customers 19:40 The 5-Year Vision For Judgment Labs 22:10 Where The Business Goes From Here 24:39 How To Get In Touch With Alex And The Team

Lightspeed

18,432 views • 2 months ago

🚨HUGE episode after a massive week in tech! almost two hours with the besties + thomas laffont: -- ipos, m&a, and spacs are back: state of liquidity -- mag 7 ai showdown: ranking the most likely winners -- zuck on tilt: $100m offers, scale ai deal -- why apple is fumbling ai and how they can fix it -- amazon's position as an ai kingmaker -- sacks joins to talk genius act passing the senate (0:00) the besties welcome thomas laffont! (3:26) state of la, hollywood's decline, positivity around gdp growth and ai productivity (10:19) zuck on tilt over ai: $100m offers, scale ai deal, hiring spree (23:58) mag 7 ai showdown: ranking the most likely ai winners, biggest stock divergences, and more (42:41) why apple is fumbling ai and how they can fix it (57:02) ipos and m&a heating up in 2025 (1:16:18) state of liquidity: spacs, direct listings, and more (1:25:40) amazon's "kingmaker" position, job displacement (1:37:47) sacks joins to discuss the genius act passing the senate (1:52:13) animal trailer
1:52:44

🚨HUGE episode after a massive week in tech! almost two hours with the besties + thomas laffont: -- ipos, m&a, and spacs are back: state of liquidity -- mag 7 ai showdown: ranking the most likely winners -- zuck on tilt: $100m offers, scale ai deal -- why apple is fumbling ai and how they can fix it -- amazon's position as an ai kingmaker -- sacks joins to talk genius act passing the senate (0:00) the besties welcome thomas laffont! (3:26) state of la, hollywood's decline, positivity around gdp growth and ai productivity (10:19) zuck on tilt over ai: $100m offers, scale ai deal, hiring spree (23:58) mag 7 ai showdown: ranking the most likely ai winners, biggest stock divergences, and more (42:41) why apple is fumbling ai and how they can fix it (57:02) ipos and m&a heating up in 2025 (1:16:18) state of liquidity: spacs, direct listings, and more (1:25:40) amazon's "kingmaker" position, job displacement (1:37:47) sacks joins to discuss the genius act passing the senate (1:52:13) animal trailer

The All-In Podcast

607,639 views • 1 year ago

Nat Eliason’s (Nat Eliason) career arc is borderline absurd—but it works. He’ll spot a new tool or trend, master it, build a business around it, and move on. Nat’s pulled it off with the note-taking wave ($600k in sales from a Roam Research course), real estate (6x return flipping property in Austin), and crypto (published his insider story with Random House). Now it’s AI: he’s running a viral course on building apps with AI—$200k in pre-sales in just a week, 800 students and counting. I’ve known Nat for a long time and I think he has a great sense for where the puck is headed. He was one of the first guests I had on the podcast and I was delighted to have him on again. Here are a few takeaways from our conversation: - Coding with AI has become orders of magnitude easier for non-technical people over the last 2 years—Nat rarely has to help students fix bugs; they troubleshoot in Cursor on their own. - AI coding assistants are creating new behaviours in programming, like using a speech-to-text model to talk to an agent and having it write code for you. - The traditional learning curve of coding is flattening because AI tools let beginners build and iterate in faster feedback loops. - AI has given Nat leverage in spades—it increases his ability to be a creator while also building a robust business with as few people to manage as possible. He demos an AI book editor he coded for his sci-fi novel. - In the age of AI, software is becoming content and the barriers to create are lower than ever—but custom software for everything isn’t the answer. Nat’s model is that personalized tools make sense for that one thing you care the most about. - Nat believes that the future of writing with AI is a Cursor-style interface with a model that’s trained on your style and voice. This episode is a must-watch for writers, creators, and anyone interested in the future of product building. Watch below! Timestamps: Introduction: 00:01:45 The origins of Nat’s viral course on building apps with AI: 00:11:45 How coding with AI has evolved over the last two years: 00:18:46 Nat creates an app using Composer, Cursor’s AI assistant: 00:22:22 Tactical tips for coding with Cursor: 00:26:06 How coding with AI is creating new behaviours in programming: 00:29:06 What excites Nat the most about the future of AI: 00:32:41 A demo of Hubbard, the AI editor Nat built for his science fiction writing: 00:38:58 When does it makes sense to build custom software: 00:44:52 Nat’s take on the future of writing with AI: 00:49:18
1:00:52

Nat Eliason’s (Nat Eliason) career arc is borderline absurd—but it works. He’ll spot a new tool or trend, master it, build a business around it, and move on. Nat’s pulled it off with the note-taking wave ($600k in sales from a Roam Research course), real estate (6x return flipping property in Austin), and crypto (published his insider story with Random House). Now it’s AI: he’s running a viral course on building apps with AI—$200k in pre-sales in just a week, 800 students and counting. I’ve known Nat for a long time and I think he has a great sense for where the puck is headed. He was one of the first guests I had on the podcast and I was delighted to have him on again. Here are a few takeaways from our conversation: - Coding with AI has become orders of magnitude easier for non-technical people over the last 2 years—Nat rarely has to help students fix bugs; they troubleshoot in Cursor on their own. - AI coding assistants are creating new behaviours in programming, like using a speech-to-text model to talk to an agent and having it write code for you. - The traditional learning curve of coding is flattening because AI tools let beginners build and iterate in faster feedback loops. - AI has given Nat leverage in spades—it increases his ability to be a creator while also building a robust business with as few people to manage as possible. He demos an AI book editor he coded for his sci-fi novel. - In the age of AI, software is becoming content and the barriers to create are lower than ever—but custom software for everything isn’t the answer. Nat’s model is that personalized tools make sense for that one thing you care the most about. - Nat believes that the future of writing with AI is a Cursor-style interface with a model that’s trained on your style and voice. This episode is a must-watch for writers, creators, and anyone interested in the future of product building. Watch below! Timestamps: Introduction: 00:01:45 The origins of Nat’s viral course on building apps with AI: 00:11:45 How coding with AI has evolved over the last two years: 00:18:46 Nat creates an app using Composer, Cursor’s AI assistant: 00:22:22 Tactical tips for coding with Cursor: 00:26:06 How coding with AI is creating new behaviours in programming: 00:29:06 What excites Nat the most about the future of AI: 00:32:41 A demo of Hubbard, the AI editor Nat built for his science fiction writing: 00:38:58 When does it makes sense to build custom software: 00:44:52 Nat’s take on the future of writing with AI: 00:49:18

Dan Shipper 📧

27,207 views • 1 year ago

I spoke with Jordi Visser to break down why the last two weeks may be the most important stretch in bitcoin's history, along with the US-Japan yen intervention and a weakening labor market. We also discuss the AI stock rebound, physical AI and Tesla's Terafab, Google's talent exodus, and how to value SpaceX. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:54 - Why the last two weeks may be the most important in Bitcoin's history 8:17 - What should the Fed do next? 13:39 - AI stocks bounce hard: was that the bottom? 21:40 - Physical AI: Hadrian, Tesla's Terafab & the compute race 25:57 - How to position your portfolio for the compute boom 33:26 - What frontier models get wrong (and why big companies move slow) 38:40 - Google's talent exodus: is the stock at risk? 41:23 - Does calendar seasonality still matter? 42:43 - Valuing SpaceX: the compute business vs. the space hype 44:42 - What's coming in Jordi's video this week
47:30

I spoke with Jordi Visser to break down why the last two weeks may be the most important stretch in bitcoin's history, along with the US-Japan yen intervention and a weakening labor market. We also discuss the AI stock rebound, physical AI and Tesla's Terafab, Google's talent exodus, and how to value SpaceX. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:54 - Why the last two weeks may be the most important in Bitcoin's history 8:17 - What should the Fed do next? 13:39 - AI stocks bounce hard: was that the bottom? 21:40 - Physical AI: Hadrian, Tesla's Terafab & the compute race 25:57 - How to position your portfolio for the compute boom 33:26 - What frontier models get wrong (and why big companies move slow) 38:40 - Google's talent exodus: is the stock at risk? 41:23 - Does calendar seasonality still matter? 42:43 - Valuing SpaceX: the compute business vs. the space hype 44:42 - What's coming in Jordi's video this week

Anthony Pompliano 🌪

79,205 views • 22 days ago

Every major shift in consumer tech has a moment when it suddenly becomes accessible to millions. Michael Mignano (Michael Mignano) helped spark one of those moments with Anchor, making podcast creation something anyone could do with a tap. Now at Lightspeed, he sees AI bringing a similar leap to music, media, and everyday apps. In this conversation, Michael and Garry Tan trace the arc from the early days of social audio to today's consumer AI boom—and dig into what founders should focus on as the next generation of creative tools takes shape. 00:51 - Michael’s founder experience 06:43 - Consumer landscape and AI impact 08:26 - What makes consumer different from other spaces 10:00 - AI costs and distribution challenges 13:20 - Listening to the users, growth rules 16:40 - Ecosystem integration, distribution 19:52 - AI-generated content & social media 30:00 - Taste, craft, model energy 33:20 - Data opportunities
39:35

Every major shift in consumer tech has a moment when it suddenly becomes accessible to millions. Michael Mignano (Michael Mignano) helped spark one of those moments with Anchor, making podcast creation something anyone could do with a tap. Now at Lightspeed, he sees AI bringing a similar leap to music, media, and everyday apps. In this conversation, Michael and Garry Tan trace the arc from the early days of social audio to today's consumer AI boom—and dig into what founders should focus on as the next generation of creative tools takes shape. 00:51 - Michael’s founder experience 06:43 - Consumer landscape and AI impact 08:26 - What makes consumer different from other spaces 10:00 - AI costs and distribution challenges 13:20 - Listening to the users, growth rules 16:40 - Ecosystem integration, distribution 19:52 - AI-generated content & social media 30:00 - Taste, craft, model energy 33:20 - Data opportunities

Y Combinator

134,588 views • 9 months ago

At Replit ⠕ they’re empowering a new wave of million-dollar founders. Cofounders Amjad Masad and Haya Odeh joined us at to discuss: – The rise of AI-native founders – New AI models and their capabilities – And why most founders quit too early Full Minus One episode out now. (00:00) Coming to America broke (and building anyway) (03:30) Early Replit proof points kept the mission alive (07:00) Cloud vs. local: why security tips the scales (00:30) Execute daily, predict quarterly (13:30) The 2023 roadmap Replit just finished executing (17:00) Agent 4 and the end of context amnesia (21:30) The death of the ICP (25:30) What actually changed in AI models December 2024 (30:30) "Seek Pain"—Replit's most counterintuitive cultural value (33:30) Why consultants are the most mispriced AI-era hire (37:30) Hunger over credentials—how Replit finds elite talent (40:30) Co-founding with your partner—the honest answer (45:30) Make micro-predictions or get left behind by AI (48:00) Raising kids in a world you can't predict
50:21

At Replit ⠕ they’re empowering a new wave of million-dollar founders. Cofounders Amjad Masad and Haya Odeh joined us at to discuss: – The rise of AI-native founders – New AI models and their capabilities – And why most founders quit too early Full Minus One episode out now. (00:00) Coming to America broke (and building anyway) (03:30) Early Replit proof points kept the mission alive (07:00) Cloud vs. local: why security tips the scales (00:30) Execute daily, predict quarterly (13:30) The 2023 roadmap Replit just finished executing (17:00) Agent 4 and the end of context amnesia (21:30) The death of the ICP (25:30) What actually changed in AI models December 2024 (30:30) "Seek Pain"—Replit's most counterintuitive cultural value (33:30) Why consultants are the most mispriced AI-era hire (37:30) Hunger over credentials—how Replit finds elite talent (40:30) Co-founding with your partner—the honest answer (45:30) Make micro-predictions or get left behind by AI (48:00) Raising kids in a world you can't predict

Ruchi Sanghvi

74,624 views • 4 months ago

If you’re working in AI, you most likely saw the just-released 2025 State of AI Report from Nathan Benaich, Founder and General Partner at Air Street Capital. The annual report is a must-read deep dive into the state of the industry, with this year’s highlights including: reasoning going mainstream; AI models becoming active co-scientists; and serious commercial traction, with 44% of US businesses now paying for AI tools. Tomorrow, get the behind-the-scenes story on the report and much more in a new episode of TechBio Talks, featuring Nathan in conversation with Chris Gibson. In it, Nathan shares what it means to be an “AI-first investor” and how his approach has evolved over time with the rapid acceleration of technology. As he says in the clip, he’s interested in companies where “The AI is the product.” 🎙️ Subscribe to TechBio Talks on: ▪️ Spotify: ▪️ YouTube: ▪️ Apple:
1:07

If you’re working in AI, you most likely saw the just-released 2025 State of AI Report from Nathan Benaich, Founder and General Partner at Air Street Capital. The annual report is a must-read deep dive into the state of the industry, with this year’s highlights including: reasoning going mainstream; AI models becoming active co-scientists; and serious commercial traction, with 44% of US businesses now paying for AI tools. Tomorrow, get the behind-the-scenes story on the report and much more in a new episode of TechBio Talks, featuring Nathan in conversation with Chris Gibson. In it, Nathan shares what it means to be an “AI-first investor” and how his approach has evolved over time with the rapid acceleration of technology. As he says in the clip, he’s interested in companies where “The AI is the product.” 🎙️ Subscribe to TechBio Talks on: ▪️ Spotify: ▪️ YouTube: ▪️ Apple:

Recursion

13,947 views • 10 months ago

I sat down with Dan Ives (Dan Ives) to discuss the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into AI. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO & the birth of a new sector 3:23 - SpaceX + Tesla merger thesis 5:51 - The AI backlash & Big Tech's PR problem 11:53 - US vs. China: who's actually winning in AI? 15:03 - Robotics, self-driving cars & physical AI 19:55 - How to invest in AI: chips, software & infrastructure 28:34 - New Fed chair, rates & macro risks 32:45 - Bitcoin vs. AI: capital rotation 37:55 - On-the-ground intel from Asia & Taiwan 40:06 - Any concerns with AI? 44:18 - Apple's AI strategy & Tim Cook stepping down 46:52 - The Ives AI ETF & portfolio construction
52:24

I sat down with Dan Ives (Dan Ives) to discuss the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into AI. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO & the birth of a new sector 3:23 - SpaceX + Tesla merger thesis 5:51 - The AI backlash & Big Tech's PR problem 11:53 - US vs. China: who's actually winning in AI? 15:03 - Robotics, self-driving cars & physical AI 19:55 - How to invest in AI: chips, software & infrastructure 28:34 - New Fed chair, rates & macro risks 32:45 - Bitcoin vs. AI: capital rotation 37:55 - On-the-ground intel from Asia & Taiwan 40:06 - Any concerns with AI? 44:18 - Apple's AI strategy & Tim Cook stepping down 46:52 - The Ives AI ETF & portfolio construction

Anthony Pompliano 🌪

673,684 views • 3 months ago

While active at Benchmark, Bill Gurley would give an annual “state of the markets” presentation to his investors. This conversation renews that format, with Bill exploring what he sees as both worrying and exciting about the investing landscape, with a special focus on private assets. Timestamps 0:00 Intro 0:23 State of the Union: VC Edition 2:58 The Rise of Mega VC Funds 4:38 Zombie Unicorns 12:29 The IPO and M&A Market Stalemate 19:08 The AI Wave and Its Impact 21:03 Private Markets and LP Liquidity Issues 24:57 The Future of Capital Markets 32:49 Advice for Founders in a Changing Landscape 34:27 The High-Stakes Game of Capital Battles 37:57 Challenges & Opportunities in AI Revenue Models 39:37 The Role of Founders in the AI Revolution 41:44 The Impact of Time and Liquidity on Venture Capital 45:35 Navigating the Future of Venture Capital 53:45 International Dynamics in the AI Race 1:08:58 Advice for Founders in the AI Era
1:26:38

While active at Benchmark, Bill Gurley would give an annual “state of the markets” presentation to his investors. This conversation renews that format, with Bill exploring what he sees as both worrying and exciting about the investing landscape, with a special focus on private assets. Timestamps 0:00 Intro 0:23 State of the Union: VC Edition 2:58 The Rise of Mega VC Funds 4:38 Zombie Unicorns 12:29 The IPO and M&A Market Stalemate 19:08 The AI Wave and Its Impact 21:03 Private Markets and LP Liquidity Issues 24:57 The Future of Capital Markets 32:49 Advice for Founders in a Changing Landscape 34:27 The High-Stakes Game of Capital Battles 37:57 Challenges & Opportunities in AI Revenue Models 39:37 The Role of Founders in the AI Revolution 41:44 The Impact of Time and Liquidity on Venture Capital 45:35 Navigating the Future of Venture Capital 53:45 International Dynamics in the AI Race 1:08:58 Advice for Founders in the AI Era

Patrick OShaughnessy

389,091 views • 1 year ago

In this special live event, Founders In Arms Podcast brings together a room full of founders at Mercury's San Francisco headquarters for an intimate conversation about building, investing, and the future of AI. Max Mullen is co-founder at Instacart, where he led product and grew it from a contrarian idea into the leader in online grocery delivery and eventually a publicly traded company. Now Max Mullen is an active investor and runs a founder community in San Francisco called Workshop. Max shares lessons from over a decade of building and his perspective on AI's transformative potential. In this episode, we cover: (00:00) Welcome to the first live Founders in Arms event at Mercury HQ (00:43) Introduction to Max Mullen and his early investment in Mercury (03:58) Max's origin story and first startup at Startup Weekend (04:36) Building a social network and getting acquihired (05:39) The path from acquihire to founding Instacart (06:19) Why Max wanted to solve real-world operational problems (07:17) Starting Instacart when there was no gig economy (09:15) Overcoming the "grocery delivery is dead" narrative (11:48) Market timing and why Webvan was too early (14:37) Being a non-technical co-founder in a technical role (17:45) The PARE framework for building company culture (22:09) Max's approach to M&A at Instacart (24:00) The Caper smart shopping cart acquisition story (25:31) How founders can position for acquisition (28:26) Why product-market fit attracts acquirers (29:46) Evaluating investments: market size vs. founder quality (32:54) Max and Immad's differing investment philosophies (35:39) The current state of VC funding and AI companies (36:51) The three best times to raise money as a founder (39:15) Instacart's seasonal business patterns and fundraising timing (39:59) The most interesting opportunities in AI right now (40:24) Why every profession will have AI agent co-pilots (41:44) What AI-native companies will look like for the next generation
42:26

In this special live event, Founders In Arms Podcast brings together a room full of founders at Mercury's San Francisco headquarters for an intimate conversation about building, investing, and the future of AI. Max Mullen is co-founder at Instacart, where he led product and grew it from a contrarian idea into the leader in online grocery delivery and eventually a publicly traded company. Now Max Mullen is an active investor and runs a founder community in San Francisco called Workshop. Max shares lessons from over a decade of building and his perspective on AI's transformative potential. In this episode, we cover: (00:00) Welcome to the first live Founders in Arms event at Mercury HQ (00:43) Introduction to Max Mullen and his early investment in Mercury (03:58) Max's origin story and first startup at Startup Weekend (04:36) Building a social network and getting acquihired (05:39) The path from acquihire to founding Instacart (06:19) Why Max wanted to solve real-world operational problems (07:17) Starting Instacart when there was no gig economy (09:15) Overcoming the "grocery delivery is dead" narrative (11:48) Market timing and why Webvan was too early (14:37) Being a non-technical co-founder in a technical role (17:45) The PARE framework for building company culture (22:09) Max's approach to M&A at Instacart (24:00) The Caper smart shopping cart acquisition story (25:31) How founders can position for acquisition (28:26) Why product-market fit attracts acquirers (29:46) Evaluating investments: market size vs. founder quality (32:54) Max and Immad's differing investment philosophies (35:39) The current state of VC funding and AI companies (36:51) The three best times to raise money as a founder (39:15) Instacart's seasonal business patterns and fundraising timing (39:59) The most interesting opportunities in AI right now (40:24) Why every profession will have AI agent co-pilots (41:44) What AI-native companies will look like for the next generation

Rajat Suri

144,146 views • 6 months ago

Bitcoin just had its largest week in history. Jordi Visser and I discuss what happened, why the rally should be sustainable, and what to expect from bitcoin going forward. We also break down the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:02 - Bitcoin's weekly surge & the "sigma week" behind it 5:38 - The bitcoin vibe shift & intersection with AI 15:26 - Is multiple compression a warning sign for the market? 19:03 - How much bitcoin should be in your portfolio? 23:27 - Moderna, AI & the future of biotech 29:20 - Stripe's OpenRouter deal & the fight for AI model routers 34:13 - Are model routers a threat to Anthropic and OpenAI? 44:00 - Why people fear data centers more than nuclear plants 54:46 - Jordi's bitcoin call to arms
58:23

Bitcoin just had its largest week in history. Jordi Visser and I discuss what happened, why the rally should be sustainable, and what to expect from bitcoin going forward. We also break down the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:02 - Bitcoin's weekly surge & the "sigma week" behind it 5:38 - The bitcoin vibe shift & intersection with AI 15:26 - Is multiple compression a warning sign for the market? 19:03 - How much bitcoin should be in your portfolio? 23:27 - Moderna, AI & the future of biotech 29:20 - Stripe's OpenRouter deal & the fight for AI model routers 34:13 - Are model routers a threat to Anthropic and OpenAI? 44:00 - Why people fear data centers more than nuclear plants 54:46 - Jordi's bitcoin call to arms

Anthony Pompliano 🌪

278,145 views • 8 days ago

Mike Novogratz (Mike Novogratz) is sounding the alarm this week. If the ultra-wealthy don't figure out a way to share the gains from AI, the pitchforks are coming, and history tells us exactly what that looks like. We're breaking down the widening wealth gap, Alan Greenspan's lasting legacy and what it means for the future of the Fed, Bitcoin's make-or-break moment at $60K, and whether the AI trade has finally hit its blowoff top, all in this week's episode of All Things Markets (All Things Markets). Watch on X, YouTube, and Spotify. Timestamps 0:00 Mooch and Novo are back! 1:06 WTF is going on with Bitcoin? 3:30 Has the AI trade hit a blowoff top? 5:24 The political realignment against AI and income inequality 9:13 The end of the Alan Greenspan era 15:44 The US wealth divide has never been bigger 20:40 The political backlash to AI is becoming a market risk 26:12 Bullish or Bearish 32:23 What made you smile this week?
37:00

Mike Novogratz (Mike Novogratz) is sounding the alarm this week. If the ultra-wealthy don't figure out a way to share the gains from AI, the pitchforks are coming, and history tells us exactly what that looks like. We're breaking down the widening wealth gap, Alan Greenspan's lasting legacy and what it means for the future of the Fed, Bitcoin's make-or-break moment at $60K, and whether the AI trade has finally hit its blowoff top, all in this week's episode of All Things Markets (All Things Markets). Watch on X, YouTube, and Spotify. Timestamps 0:00 Mooch and Novo are back! 1:06 WTF is going on with Bitcoin? 3:30 Has the AI trade hit a blowoff top? 5:24 The political realignment against AI and income inequality 9:13 The end of the Alan Greenspan era 15:44 The US wealth divide has never been bigger 20:40 The political backlash to AI is becoming a market risk 26:12 Bullish or Bearish 32:23 What made you smile this week?

Anthony Scaramucci

113,763 views • 2 months ago