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Anthropic and OpenAI released cheaper models on the same day with Claude Opus 5.5 and GPT-6. Dave McClure of Practical Venture Capital, Jeff Clavier of Uncork Capital, and Jenny Fielding of Everywhere Ventures join Jason to debate what that means for open-weight models. They also get into why fintech...

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This Week in Startups

107,541 subscribers

26,114 次观看 • 13 天前 •via X (Twitter)

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3 条评论

One Bright Lab 的头像
One Bright Lab13 天前

@Jason Does Anthropic and Open AI’s cost competition signal the start of the race to the bottom? What sub gets cut so people can keep their AI?? Someone is losing.

The AI Therapist 的头像
The AI Therapist13 天前

Cheap Opus/GPT-6 means volume wins. If inference costs drop 90%, the app layer explodes while model diffs blur. You'll pay for integration quality over raw intelligence next year. I’m investing in that bridge, looks like your play too? 😉

Shaun Gold | Venture Comedy 的头像
Shaun Gold | Venture Comedy13 天前

Price war gets spicy.

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My conversation with Jeff Clavier. Jeff Clavier is the founder of Uncork Capital, one of Silicon Valley’s earliest seed-stage venture firms, with early investments in companies like Fitbit, Postmates, and Eventbrite . We discuss how he became one of the earliest dedicated seed investors, what it takes to raise a venture fund, the mistakes that turned an eight-week fundraise into a nearly two-year process, and what LPs actually look for when backing emerging managers. We also discuss: - Why the world doesn’t need another generic seed fund - What emerging managers need to prove before raising institutional capital - How to stand out when competing for limited LP capital - Why winning competitive deals matters when raising a fund - Why DPI matters more than paper markups - How Jeff thinks about secondaries and returning capital to LPs - What Jeff learned from passing on companies like Uber and twilio - Why supporting founders across multiple rounds can compound your reputation - How to successfully transition leadership at a venture firm - Why AI startups are scaling faster than anything Jeff has seen before Enjoy! Timestamps: 00:00 - Intro 03:05 - The Fundraise That Took Jeff Nearly Two Years 08:38 - How Jeff Launched One of the First Seed Funds 13:26 - Why DPI Matters More Than Paper Markups 23:28 - What LPs Actually Want From Emerging Managers 26:26 - How to Build a Venture Firm That Outlives You 30:45 - Life Outside Venture Capital 36:46 - Why Jeff Is Betting on Deep Tech and Hardware 43:08 - Why Jeff Passed on Investing in Uber 47:45 - How Jeff Led the Seed Round for Postmates 51:09 - Trailblazer Trade-Offs
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My conversation with Jeff Clavier. Jeff Clavier is the founder of Uncork Capital, one of Silicon Valley’s earliest seed-stage venture firms, with early investments in companies like Fitbit, Postmates, and Eventbrite . We discuss how he became one of the earliest dedicated seed investors, what it takes to raise a venture fund, the mistakes that turned an eight-week fundraise into a nearly two-year process, and what LPs actually look for when backing emerging managers. We also discuss: - Why the world doesn’t need another generic seed fund - What emerging managers need to prove before raising institutional capital - How to stand out when competing for limited LP capital - Why winning competitive deals matters when raising a fund - Why DPI matters more than paper markups - How Jeff thinks about secondaries and returning capital to LPs - What Jeff learned from passing on companies like Uber and twilio - Why supporting founders across multiple rounds can compound your reputation - How to successfully transition leadership at a venture firm - Why AI startups are scaling faster than anything Jeff has seen before Enjoy! Timestamps: 00:00 - Intro 03:05 - The Fundraise That Took Jeff Nearly Two Years 08:38 - How Jeff Launched One of the First Seed Funds 13:26 - Why DPI Matters More Than Paper Markups 23:28 - What LPs Actually Want From Emerging Managers 26:26 - How to Build a Venture Firm That Outlives You 30:45 - Life Outside Venture Capital 36:46 - Why Jeff Is Betting on Deep Tech and Hardware 43:08 - Why Jeff Passed on Investing in Uber 47:45 - How Jeff Led the Seed Round for Postmates 51:09 - Trailblazer Trade-Offs

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23,504 次观看 • 15 天前

🚨Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out? Mark Cuban is BACK on All-In, joining @jason LIVE! (0:00) Bubble talk: Comparing today's AI market to the dot-com bubble (7:50) AI's real-world limits: why enterprise AI is harder than expected (16:38) Transitioning to an AI-First Workspace (21:26) Health & AI: self-directed healthcare and biometric data (24:30) Politics, wealth tax, and AI as a truth-seeking force (35:12) Knicks & Sports Talk ----------------------------- Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at Northwest Registered Agent LLC
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164,725 次观看 • 2 个月前

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This Week in Startups

44,967 次观看 • 1 个月前

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This Week in Startups

43,164 次观看 • 3 个月前

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This Week in Startups

100,271 次观看 • 21 天前

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🚨 ALL-IN INTERVIEW: Daniel Ek Thanks to our partners: Creative Planning & Northwest Registered Agent LLC - Fixing American Healthcare - Catching Disease Before It's Too Late? - Applying the Spotify Playbook to Healthcare - AI's Upside & Open Source ++ much more! (0:00) Daniel Ek joins the Besties! (1:14) Starting Spotify: Beating piracy and betting his own money on the record labels (6:10) Neko Health: The Spotify playbook for healthcare, the $499 body scan, and why US healthcare waits until you're sick (36:04) AI: Tech's failure to sell the upside, open vs. closed models, and regulating compute (44:24) Back to Spotify: Podcasting's open standards and the Stardoll origin story ----------------------------------------- Thanks to our partners for making this possible! As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at

The All-In Podcast

38,180 次观看 • 8 天前

Open source AI just became the biggest policy fight in tech. Our full conversation with Ben Horowitz, where he tells Theo and Sofia why banning open source is nearly impossible, why it's historically the safer path, the risk of one company controlling AI and why distillation isn't the threat people claim. 01:21 The Nvidia-backed open letter on open-weight AI 01:49 The OpenAI–Hugging Face hacking incident 02:27 Why you can't actually ban open source 03:05 Historically, open source has been safer (Linux vs. Windows) 05:17 Jensen's Twitter account and the letter's significance 07:25 China, "sleeper agent" models, and national security risk 09:23 Anthropic defying the US government 15:18 The danger of building your business on Anthropic 18:51 BYD, EVs, and rebuilding US manufacturing 21:30 Why would a company ever release an open model? 23:58 The DeepSeek moment: why nothing actually changed 28:25 Paying 100x more for an AI researcher vs. a janitor 29:06 AI art, the "slop" problem, and a coming renaissance benahorowitz.eth Theo Jaffee sof 𓋹
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Open source AI just became the biggest policy fight in tech. Our full conversation with Ben Horowitz, where he tells Theo and Sofia why banning open source is nearly impossible, why it's historically the safer path, the risk of one company controlling AI and why distillation isn't the threat people claim. 01:21 The Nvidia-backed open letter on open-weight AI 01:49 The OpenAI–Hugging Face hacking incident 02:27 Why you can't actually ban open source 03:05 Historically, open source has been safer (Linux vs. Windows) 05:17 Jensen's Twitter account and the letter's significance 07:25 China, "sleeper agent" models, and national security risk 09:23 Anthropic defying the US government 15:18 The danger of building your business on Anthropic 18:51 BYD, EVs, and rebuilding US manufacturing 21:30 Why would a company ever release an open model? 23:58 The DeepSeek moment: why nothing actually changed 28:25 Paying 100x more for an AI researcher vs. a janitor 29:06 AI art, the "slop" problem, and a coming renaissance benahorowitz.eth Theo Jaffee sof 𓋹

MTS

11,246 次观看 • 2 个月前

Chamath: “Facebook, Tesla, Google… they almost had an allergic reaction to the traditional software stack. They refused to use it.” Find out why he raised a $135M Series A to redefine development, giving every enterprise the opportunity to build and maintain their own software without the $4T in consultants and middleware that usually comes with it… in the debut episode of TWiST All Star Summer 2026. 0:00 It's TWiST All-Star Summer! 0:44 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 3:21 Chamath's origin story 7:54 Tom Sawyer entrepreneurship 11:29 Shopify - Turn those What If's into sales with the ecommerce platform powering millions of businesses. Sign up for your $1-per-month trial today at 16:25 The $5 trillion software market 21:06 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at 25:00 Building "a co-founder for every human" 31:51 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 35:00 How product development lost its way 45:00 Regulated industries are the beachhead 50:00 Raising the $135M Series A 55:00 8090's "System on a Chip" model 1:04:44 What to tell your kids about AI cc: Chamath Palihapitiya, @jason, 8090 🎥 Watch the full episode here 👇
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Chamath: “Facebook, Tesla, Google… they almost had an allergic reaction to the traditional software stack. They refused to use it.” Find out why he raised a $135M Series A to redefine development, giving every enterprise the opportunity to build and maintain their own software without the $4T in consultants and middleware that usually comes with it… in the debut episode of TWiST All Star Summer 2026. 0:00 It's TWiST All-Star Summer! 0:44 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 3:21 Chamath's origin story 7:54 Tom Sawyer entrepreneurship 11:29 Shopify - Turn those What If's into sales with the ecommerce platform powering millions of businesses. Sign up for your $1-per-month trial today at 16:25 The $5 trillion software market 21:06 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at 25:00 Building "a co-founder for every human" 31:51 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 35:00 How product development lost its way 45:00 Regulated industries are the beachhead 50:00 Raising the $135M Series A 55:00 8090's "System on a Chip" model 1:04:44 What to tell your kids about AI cc: Chamath Palihapitiya, @jason, 8090 🎥 Watch the full episode here 👇

This Week in Startups

110,050 次观看 • 3 个月前

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The cost to go from idea to first customer used to be $3 million and 12 months. Now you can get there in a weekend. On a TWiST devoted to your questions, Jason and Lon reflect on how getting early-stage companies launched and funded has changed, how to compete with major players like OpenAI and Anthropic, and who Jason dislikes the most in Silicon Valley. 0:00 Inside the TWiST private group chat 3:25 How to react when an investor says your "too early." 6:50 The ultimate seed round funnel 8:48 Jason's new Associate in Training program 10:09 Grasshopper Bank - Time is money. Don't waste either. Go to and get an exclusive $500 cash bonus just for opening an account. 18:28 How have the metrics for early-stage companies changed? 20:20 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at 22:34 TWiST Bounties update 23:43 Competing against frontier labs 30:03 What signals real investor-founder alignment? 30:14 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 36:07 A crash course in Bay Area startup culture 40:15 Automatons-as-a-Service (AaaS) 42:29 Who in Silicon Valley does Jason really not like? 49:59 Museum Etiquette with Lon Harris cc: @jason, Lon Harris, JS, sergedawg, Peridot: Curated matchmaking, Dr. Shawn 🎥 Watch the full episode here 👇

This Week in Startups

45,916 次观看 • 4 个月前

I asked Dan Martell to walk me through every level of making money with AI. He gave me the most simple, practical advice I've ever heard on this subject. Level 1 - Making $0 - $100k Level 2 - Making $1m - $10m Level 3 - Building a $10m++ enterprise. 0:00 Only 5% of the World Has Ever Paid for AI 0:46 The Easiest Thing to Sell With AI Right Now 1:56 The Marcus and Sophie Framework 4:24 Theory of Constraints (Right Problem to Solve) 5:33 What Is the Number One Business Constraint 7:13 How to Leave Your Job and Go All In 8:27 Business Is Simple Find a Problem and Solve It 9:08 Stop Getting Ready to Get Ready 9:33 The Sarah Story One Text and $10K 9:53 Pull Up Your Phone and Message Your Contacts 11:05 Dan's Son Gets His First Client at $800/Month 12:41 Best Employee vs. Best Employer 13:59 What Other Services Can You Sell With AI 14:44 Sales Is Not Talking It's Asking 17:01 What to Do When You Hate Your Business 18:40 Pain and Pleasure Are the Only Two Motivators 19:13 They Haven't Made It a Must Yet 20:29 Make It a Must Not a Nice to Have 21:06 The Jen Story and the Gasping Moment 22:17 How to Find Your First 10 to 15 Clients 28:38 The Personal Brand Play 33:06 Vision Is What AI Cannot Do 34:55 Hard for Computers Easy for Humans 36:13 Level 2 Making Your First Million With AI 37:18 The Replacement Ladder Framework 37:39 Admin First Then Delivery Then Marketing 39:09 Why Marketing Is the Biggest AI Category 39:32 Why You Should Keep Sales for Yourself 40:00 Level 5 Leadership and AI Agents 41:41 What a Fully AI Systems Business Looks Like 43:13 The Gym Owner With Three Locations 46:16 Shutting Down the Company for Two Days 46:37 Teaching the Whole Team to Code in Claude 49:28 Wayne the 62 Year Old Who Made $12K a Month 52:38 I Only Share What Actually Works 53:21 Whisper Flow and Talking to Your AI 56:41 Claude Chat Claude Coworker and Claude Code 57:57 The Claude Browser Extension 58:49 Claude Code Is Not Just for Developers 1:00:06 How to Migrate Your AI Memory Across Tools 1:01:08 Level 3 $1M to $10M and the Brand Play 1:02:05 Nobody Buys AI They Buy Trust 1:03:25 Brand Is Association and Association Is Trust 1:05:12 A Million Followers Is $10M in Activated Revenue 1:07:03 How to Keep AI From Becoming Slop 1:07:42 Human in the Loop 1:08:16 The 10 80 10 Rule and Why AI Is Now the 80 1:10:01 The Team FIRED Themselves 1:11:45 Dan's Free AI Curriculum for Your Team
1:13:20

I asked Dan Martell to walk me through every level of making money with AI. He gave me the most simple, practical advice I've ever heard on this subject. Level 1 - Making $0 - $100k Level 2 - Making $1m - $10m Level 3 - Building a $10m++ enterprise. 0:00 Only 5% of the World Has Ever Paid for AI 0:46 The Easiest Thing to Sell With AI Right Now 1:56 The Marcus and Sophie Framework 4:24 Theory of Constraints (Right Problem to Solve) 5:33 What Is the Number One Business Constraint 7:13 How to Leave Your Job and Go All In 8:27 Business Is Simple Find a Problem and Solve It 9:08 Stop Getting Ready to Get Ready 9:33 The Sarah Story One Text and $10K 9:53 Pull Up Your Phone and Message Your Contacts 11:05 Dan's Son Gets His First Client at $800/Month 12:41 Best Employee vs. Best Employer 13:59 What Other Services Can You Sell With AI 14:44 Sales Is Not Talking It's Asking 17:01 What to Do When You Hate Your Business 18:40 Pain and Pleasure Are the Only Two Motivators 19:13 They Haven't Made It a Must Yet 20:29 Make It a Must Not a Nice to Have 21:06 The Jen Story and the Gasping Moment 22:17 How to Find Your First 10 to 15 Clients 28:38 The Personal Brand Play 33:06 Vision Is What AI Cannot Do 34:55 Hard for Computers Easy for Humans 36:13 Level 2 Making Your First Million With AI 37:18 The Replacement Ladder Framework 37:39 Admin First Then Delivery Then Marketing 39:09 Why Marketing Is the Biggest AI Category 39:32 Why You Should Keep Sales for Yourself 40:00 Level 5 Leadership and AI Agents 41:41 What a Fully AI Systems Business Looks Like 43:13 The Gym Owner With Three Locations 46:16 Shutting Down the Company for Two Days 46:37 Teaching the Whole Team to Code in Claude 49:28 Wayne the 62 Year Old Who Made $12K a Month 52:38 I Only Share What Actually Works 53:21 Whisper Flow and Talking to Your AI 56:41 Claude Chat Claude Coworker and Claude Code 57:57 The Claude Browser Extension 58:49 Claude Code Is Not Just for Developers 1:00:06 How to Migrate Your AI Memory Across Tools 1:01:08 Level 3 $1M to $10M and the Brand Play 1:02:05 Nobody Buys AI They Buy Trust 1:03:25 Brand Is Association and Association Is Trust 1:05:12 A Million Followers Is $10M in Activated Revenue 1:07:03 How to Keep AI From Becoming Slop 1:07:42 Human in the Loop 1:08:16 The 10 80 10 Rule and Why AI Is Now the 80 1:10:01 The Team FIRED Themselves 1:11:45 Dan's Free AI Curriculum for Your Team

Grant

179,524 次观看 • 3 个月前

.OpenRouter co-founder Alex Atallah, in his first podcast since Stripe acquired the company, joins Replit ⠕ co-founder Amjad Masad and a16z's Erik Torenberg on why the future of AI is independence and specialization. In this conversation, Alex walks through how the Stripe deal unfolded, why he wasn't originally looking to sell, and why "payments and inference are going to blend together." Pre-OpenRouter, the typical AI workflow had one model provider to choose from, and little pressure on that provider to lower prices. Now enterprises are diversifying across labs and open-weight models, and every board is asking about AI costs and benchmarks. Amjad argues if your company depends on one AI lab, it can turn into your competitor. So Replit is building the layer that lets enterprises use any model and any cloud, without being locked into either. Alex and Amjad are split on personal agents – Amjad runs one agent across his whole company and loves the cross-domain joins, while Alex says general agents cause you to sacrifice understanding, and argues 10 specialized chiefs of staff beats one superagent. 0:45 How the Stripe deal unfolded 5:05 Why mixing models beats one model 7:25 Forcing the labs to compete on price 8:50 Enterprises want open-weight models 10:30 Every board asks about AI every month 12:25 Why companies must own their intelligence 14:15 Replit as the independence layer 15:10 Everyone is building the same agent 16:35 Why Amjad built bring-your-own-cloud 18:10 Amjad's agent that runs his whole company 19:55 Why 10 specialized agents beat one 23:35 Machines, not humans, should specialize 27:30 Guardrails for agents talking to agents 31:10 Models training their own replacements 33:45 Most tasks don't need a frontier model 40:50 Training small models on Qwen 8B 43:25 The Rust cycle is coming for AI 45:10 Fusion models: frontier quality at half the cost YouTube: Alex Atallah OpenRouter Amjad Masad Erik Torenberg
48:19

.OpenRouter co-founder Alex Atallah, in his first podcast since Stripe acquired the company, joins Replit ⠕ co-founder Amjad Masad and a16z's Erik Torenberg on why the future of AI is independence and specialization. In this conversation, Alex walks through how the Stripe deal unfolded, why he wasn't originally looking to sell, and why "payments and inference are going to blend together." Pre-OpenRouter, the typical AI workflow had one model provider to choose from, and little pressure on that provider to lower prices. Now enterprises are diversifying across labs and open-weight models, and every board is asking about AI costs and benchmarks. Amjad argues if your company depends on one AI lab, it can turn into your competitor. So Replit is building the layer that lets enterprises use any model and any cloud, without being locked into either. Alex and Amjad are split on personal agents – Amjad runs one agent across his whole company and loves the cross-domain joins, while Alex says general agents cause you to sacrifice understanding, and argues 10 specialized chiefs of staff beats one superagent. 0:45 How the Stripe deal unfolded 5:05 Why mixing models beats one model 7:25 Forcing the labs to compete on price 8:50 Enterprises want open-weight models 10:30 Every board asks about AI every month 12:25 Why companies must own their intelligence 14:15 Replit as the independence layer 15:10 Everyone is building the same agent 16:35 Why Amjad built bring-your-own-cloud 18:10 Amjad's agent that runs his whole company 19:55 Why 10 specialized agents beat one 23:35 Machines, not humans, should specialize 27:30 Guardrails for agents talking to agents 31:10 Models training their own replacements 33:45 Most tasks don't need a frontier model 40:50 Training small models on Qwen 8B 43:25 The Rust cycle is coming for AI 45:10 Fusion models: frontier quality at half the cost YouTube: Alex Atallah OpenRouter Amjad Masad Erik Torenberg

a16z

546,007 次观看 • 4 天前

The new Copilot is Microsoft’s bet that the AI race is moving from models to products. It doesn’t need to own the best model if Copilot can choose among them and keep the customer inside Microsoft. The potential secret weapon is Autopilot (what I’ve been calling Muse for Business). It knows your workflows, sits across the apps and data you already use, and keeps working even when you step away. It’s a preview of the battle to come in enterprise AI. OpenAI and Anthropic are racing from models into products. Can they build their own version of this? And can they match Microsoft on the boring-but-critical stuff: permissions, identity, auditability and control, as agents become more autonomous? My full conversation with Satya Nadella. We also talk open vs. closed models, US-China Summit, regulation and the infrastructure buildout. 00:00 Microsoft’s new Copilot 02:02 Why not just give us Autopilot? 05:18 Who pays for always-on AI? 08:06 Copilot picks the model 10:27 Chinese models and OpenAI’s lead 12:04 Competing with OpenAI and Anthropic 13:17 US–China AI talks 16:11 Does AI need new rules? 18:05 The data center backlash 20:40 Is AI being overbuilt? 23:44 Keeping humans in control
25:47

The new Copilot is Microsoft’s bet that the AI race is moving from models to products. It doesn’t need to own the best model if Copilot can choose among them and keep the customer inside Microsoft. The potential secret weapon is Autopilot (what I’ve been calling Muse for Business). It knows your workflows, sits across the apps and data you already use, and keeps working even when you step away. It’s a preview of the battle to come in enterprise AI. OpenAI and Anthropic are racing from models into products. Can they build their own version of this? And can they match Microsoft on the boring-but-critical stuff: permissions, identity, auditability and control, as agents become more autonomous? My full conversation with Satya Nadella. We also talk open vs. closed models, US-China Summit, regulation and the infrastructure buildout. 00:00 Microsoft’s new Copilot 02:02 Why not just give us Autopilot? 05:18 Who pays for always-on AI? 08:06 Copilot picks the model 10:27 Chinese models and OpenAI’s lead 12:04 Competing with OpenAI and Anthropic 13:17 US–China AI talks 16:11 Does AI need new rules? 18:05 The data center backlash 20:40 Is AI being overbuilt? 23:44 Keeping humans in control

Deirdre Bosa

342,969 次观看 • 12 天前

AMD invited us to their biggest launch of the year to check out the behind-the-scenes. At Advancing AI 2026, Anush Elangovan (VP, AI Software at AMD) and Quentin Anthony (VP, AI Engineering at Zyphra) join sophia dew on the floor to break down Helios, ROCm AI, and the Anthropic partnership, live the day it all shipped: 1:05 What actually changed today: AMD goes rack-scale 3:03 ROCm skills land in Claude Code and Codex 3:51 Why Zyphra bet its whole stack on AMD 3:57 Sparse mixture-of-experts and the HBM advantage 6:25 Why an open stack beats a closed one 8:52 The wall of logos: Anthropic, OpenAI, Meta 9:27 Why the frontier labs are committing gigawatts 11:30 Why the next wave will exceed expectations 17:02 Frontier models running on your own laptop + DeepSeek V4 Pro at 8-10 tokens/sec 17:41 How ROCm AI hits 3.3x inference gains 19:38 A kernel rewritten overnight with no humans in the loop 21:40 Do you still need kernel experts? 23:47 Why CPUs are critical for the agentic AI era 25:40 An agent that's been rewriting a driver for four months 28:14 The internet parallel, and the dark-fiber lesson
29:48

AMD invited us to their biggest launch of the year to check out the behind-the-scenes. At Advancing AI 2026, Anush Elangovan (VP, AI Software at AMD) and Quentin Anthony (VP, AI Engineering at Zyphra) join sophia dew on the floor to break down Helios, ROCm AI, and the Anthropic partnership, live the day it all shipped: 1:05 What actually changed today: AMD goes rack-scale 3:03 ROCm skills land in Claude Code and Codex 3:51 Why Zyphra bet its whole stack on AMD 3:57 Sparse mixture-of-experts and the HBM advantage 6:25 Why an open stack beats a closed one 8:52 The wall of logos: Anthropic, OpenAI, Meta 9:27 Why the frontier labs are committing gigawatts 11:30 Why the next wave will exceed expectations 17:02 Frontier models running on your own laptop + DeepSeek V4 Pro at 8-10 tokens/sec 17:41 How ROCm AI hits 3.3x inference gains 19:38 A kernel rewritten overnight with no humans in the loop 21:40 Do you still need kernel experts? 23:47 Why CPUs are critical for the agentic AI era 25:40 An agent that's been rewriting a driver for four months 28:14 The internet parallel, and the dark-fiber lesson

MTS

71,937 次观看 • 2 个月前

> "In no scenario is it bad for the US to have frontier-class open-source models." > "Every time there’s a step-function improvement in AI, a human bottleneck emerges alongside it." > "Your desire to be liked sometimes takes away from your desire to do the right thing and seek the truth." > "Every job will get refactored. The people who aren’t AI fluent will have a very hard time finding jobs." Jeetu Patel (Jeetu Patel), President & Chief Product Officer at Cisco sat down for an expansive talk about life and the future. 00:00 AI, jobs, and human potential 00:41 AI cybersecurity and Cisco’s security models 06:33 Why Cisco released the models openly 08:08 Running AI models locally 10:12 Why people are negative about AI 12:14 Will humans always be needed? 14:56 Can curiosity and ambition be taught? 17:12 Passion vs. expertise 19:39 The importance of unlearning 23:52 How to find the truth 26:06 How to get people excited about AI 33:35 How open source affects the AI industry 35:07 Can open-source AI make money? 46:44 Are Chinese open-source models good for the US? 49:55 Should the US restrict Chinese AI models? 53:05 Does open source make humanity safer? 54:11 Advice for people worried about AI
57:20

> "In no scenario is it bad for the US to have frontier-class open-source models." > "Every time there’s a step-function improvement in AI, a human bottleneck emerges alongside it." > "Your desire to be liked sometimes takes away from your desire to do the right thing and seek the truth." > "Every job will get refactored. The people who aren’t AI fluent will have a very hard time finding jobs." Jeetu Patel (Jeetu Patel), President & Chief Product Officer at Cisco sat down for an expansive talk about life and the future. 00:00 AI, jobs, and human potential 00:41 AI cybersecurity and Cisco’s security models 06:33 Why Cisco released the models openly 08:08 Running AI models locally 10:12 Why people are negative about AI 12:14 Will humans always be needed? 14:56 Can curiosity and ambition be taught? 17:12 Passion vs. expertise 19:39 The importance of unlearning 23:52 How to find the truth 26:06 How to get people excited about AI 33:35 How open source affects the AI industry 35:07 Can open-source AI make money? 46:44 Are Chinese open-source models good for the US? 49:55 Should the US restrict Chinese AI models? 53:05 Does open source make humanity safer? 54:11 Advice for people worried about AI

Matthew Berman

69,339 次观看 • 2 个月前

In a brand new episode of TWiST, @jason sits down with Brynn Putnam to discuss her startup, Board, her learnings from building Mirror to a $500M exit, and how her new family gaming startup is taking on the screen time epidemic. Then, alex 🏴‍☠️🇺🇸🇺🇦 interviews AJ Piplica of Hermeus to discuss hypersonic, autonomous jet aircraft, what they bring to military and civilian contexts, and what’s next on the startup’s incredibly rapid testing schedule! 0:00 Board's Brynn Putnam joins the show 2:54 Board's proprietary AI software stack 6:43 Why Board manufactures in Mexico (not China) 9:21 LinkedIn: Thanks to our partners at LinkedIn! Post your job for free at then promote it to get access to LinkedIn Jobs' new AI assistant. 9:42 How to raise a Seed round for hardware without a finished product 15:26 Brynn's daughter and the mermaid example 17:09 Can Board limit screen time fears? 18:47 Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 22:54 Selling the first 10,000 units 28:38 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit to learn more. 29:42 Why Board is steering away from simple ports toward native IP experiences 39:59 Hermeus's AJ Piplica joins the show 41:15 What is Dark Horse? 47:47 Commercial applications: Cargo, organs, flowers, and trans-Atlantic in 90 minutes 58:42 Dark Horse range and the "reusable first stage" analogy 1:02:42 $350M Series C led by Khosla; total funding now exceeds $500M 1:03:39 The SpaceX model: get customers to fund your R&D 1:07:47 Closing: the American Dynamism pitch 🎥 Watch the full episode here 👇
1:08:51

In a brand new episode of TWiST, @jason sits down with Brynn Putnam to discuss her startup, Board, her learnings from building Mirror to a $500M exit, and how her new family gaming startup is taking on the screen time epidemic. Then, alex 🏴‍☠️🇺🇸🇺🇦 interviews AJ Piplica of Hermeus to discuss hypersonic, autonomous jet aircraft, what they bring to military and civilian contexts, and what’s next on the startup’s incredibly rapid testing schedule! 0:00 Board's Brynn Putnam joins the show 2:54 Board's proprietary AI software stack 6:43 Why Board manufactures in Mexico (not China) 9:21 LinkedIn: Thanks to our partners at LinkedIn! Post your job for free at then promote it to get access to LinkedIn Jobs' new AI assistant. 9:42 How to raise a Seed round for hardware without a finished product 15:26 Brynn's daughter and the mermaid example 17:09 Can Board limit screen time fears? 18:47 Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 22:54 Selling the first 10,000 units 28:38 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit to learn more. 29:42 Why Board is steering away from simple ports toward native IP experiences 39:59 Hermeus's AJ Piplica joins the show 41:15 What is Dark Horse? 47:47 Commercial applications: Cargo, organs, flowers, and trans-Atlantic in 90 minutes 58:42 Dark Horse range and the "reusable first stage" analogy 1:02:42 $350M Series C led by Khosla; total funding now exceeds $500M 1:03:39 The SpaceX model: get customers to fund your R&D 1:07:47 Closing: the American Dynamism pitch 🎥 Watch the full episode here 👇

This Week in Startups

15,579 次观看 • 3 个月前

Anthropic and OpenAI slammed the this week on secondary transactions of their shares as both AI labs race to list. To help @jason and alex 🏴‍☠️🇺🇸🇺🇦 unpack the market-moving news, investors Jenny Fielding Dave McClure and sam lessin 🏴‍☠️ joined our venture capital panel to make plain which Anthropic investing vehicles are legit, and which may be fake. The group also dug into software moats, large venture funds pressuring smaller firms, the future of LP capital, and the IPO market! 0:00 Guest introductions 1:30 Guest introductions 2:36 Anthropic voids unauthorized SPV trades 9:23 Accredited investor reform & the SEC sophisticated investor test 9:40 Quo (formerly OpenPhone) - Quo gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at 12:25 Naval's USVC closed-end fund as a workaround 17:23 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 18:30 Pro-rata rights battles: when Series A investors push seed investors out 20:18 Grasshopper Bank: Time is money. Don't waste either. Go to and get an exclusive $500 cash bonus just for opening an account. 29:55 Pilot: Focus on your product, let Pilot handle your bookkeeping. Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses. Head to and get $1,200 off your first year. 31:05 Storing wealth in stories vs. cash flows 35:01 Cerebras and Fervo Energy IPOs — meaningful liquidity? 38:36 Will SpaceX, Anthropic, OpenAI IPOs redistribute capital or compound it? 46:40 The $15M Series A founder who returned the money because of Claude 50:43 Should founders pivot or return capital when the world changes? 57:25 OpenAI's $6.6B tender and Shruti Gandhi's viral SF cost-of-living tweet 1:01:07 Intercom rebrands to Fin: the AI-first late-stage pivot 🎥 Watch the full episode here 👇
1:25:16

Anthropic and OpenAI slammed the this week on secondary transactions of their shares as both AI labs race to list. To help @jason and alex 🏴‍☠️🇺🇸🇺🇦 unpack the market-moving news, investors Jenny Fielding Dave McClure and sam lessin 🏴‍☠️ joined our venture capital panel to make plain which Anthropic investing vehicles are legit, and which may be fake. The group also dug into software moats, large venture funds pressuring smaller firms, the future of LP capital, and the IPO market! 0:00 Guest introductions 1:30 Guest introductions 2:36 Anthropic voids unauthorized SPV trades 9:23 Accredited investor reform & the SEC sophisticated investor test 9:40 Quo (formerly OpenPhone) - Quo gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at 12:25 Naval's USVC closed-end fund as a workaround 17:23 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 18:30 Pro-rata rights battles: when Series A investors push seed investors out 20:18 Grasshopper Bank: Time is money. Don't waste either. Go to and get an exclusive $500 cash bonus just for opening an account. 29:55 Pilot: Focus on your product, let Pilot handle your bookkeeping. Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses. Head to and get $1,200 off your first year. 31:05 Storing wealth in stories vs. cash flows 35:01 Cerebras and Fervo Energy IPOs — meaningful liquidity? 38:36 Will SpaceX, Anthropic, OpenAI IPOs redistribute capital or compound it? 46:40 The $15M Series A founder who returned the money because of Claude 50:43 Should founders pivot or return capital when the world changes? 57:25 OpenAI's $6.6B tender and Shruti Gandhi's viral SF cost-of-living tweet 1:01:07 Intercom rebrands to Fin: the AI-first late-stage pivot 🎥 Watch the full episode here 👇

This Week in Startups

19,865 次观看 • 4 个月前

Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?
1:05

Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?

Ricardo

93,654 次观看 • 3 个月前

OK, you’ve got OpenClaw🦞 up and running, and you’ve stopped blowing $100 in tokens every time you ask it for help… But how do you get your agents to start doing REAL WORK? On TWIST, we talked to three insiders and got their best tips and strategies for getting more productivity out of your agents! Join jordy, Jesse Leimgruber of OpenHome, and Tremaine Grant from Pulse and learn how to avoid rookie time and cash-wasting mistakes, organize a team that takes on new tasks without prompting, and put your agent into a speaker so you can finally have a conversation. We’re gonna show you how to maximize your IRL OpenClaw productivity Even AI skeptic Lon is blown away by OpenClaw’s power Jordy Coltman’s top time-wasting mistakes made by OpenClaw beginners Why Jordy thinks new hardware is the best home for your agents Why Jason thinks “OpenClaw is a box” is coming soon Tremaine Grant of Pulse demos his “virtual office” interface and the “Heartbeat Protocol” Gusto - Check out the online payroll and benefits experts with software built specifically for small business and startups. Try Gusto today and get three months FREE at What’s really happening when agents “chat” together? Jesse Leimgruber’s demos his OpenHome AI smart speakers - The easiest way to build a home for your community, events, and courses — all under your own brand. TWiST listeners get $1,000 off the Circle Plus Plan by going to Freeing agents from screens and making them proactive Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at Why Jason wants his agent to read Slack and emails to him Who polices autonomous agents? Other agents? Jason and Lon’s thoughts on “Knight of the Seven Kingdoms” Lon’s favorite picks from Quentin Tarantino’s Top 10 movies “The Mandalorian and Grogu” trailer reaction Jason’s favorite earbuds and headphones 🎥 Watch the full episode here 👇
1:08:36

OK, you’ve got OpenClaw🦞 up and running, and you’ve stopped blowing $100 in tokens every time you ask it for help… But how do you get your agents to start doing REAL WORK? On TWIST, we talked to three insiders and got their best tips and strategies for getting more productivity out of your agents! Join jordy, Jesse Leimgruber of OpenHome, and Tremaine Grant from Pulse and learn how to avoid rookie time and cash-wasting mistakes, organize a team that takes on new tasks without prompting, and put your agent into a speaker so you can finally have a conversation. We’re gonna show you how to maximize your IRL OpenClaw productivity Even AI skeptic Lon is blown away by OpenClaw’s power Jordy Coltman’s top time-wasting mistakes made by OpenClaw beginners Why Jordy thinks new hardware is the best home for your agents Why Jason thinks “OpenClaw is a box” is coming soon Tremaine Grant of Pulse demos his “virtual office” interface and the “Heartbeat Protocol” Gusto - Check out the online payroll and benefits experts with software built specifically for small business and startups. Try Gusto today and get three months FREE at What’s really happening when agents “chat” together? Jesse Leimgruber’s demos his OpenHome AI smart speakers - The easiest way to build a home for your community, events, and courses — all under your own brand. TWiST listeners get $1,000 off the Circle Plus Plan by going to Freeing agents from screens and making them proactive Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at Why Jason wants his agent to read Slack and emails to him Who polices autonomous agents? Other agents? Jason and Lon’s thoughts on “Knight of the Seven Kingdoms” Lon’s favorite picks from Quentin Tarantino’s Top 10 movies “The Mandalorian and Grogu” trailer reaction Jason’s favorite earbuds and headphones 🎥 Watch the full episode here 👇

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