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BREAKING: Palmer Luckey Full interview. Anduril, Invisibility Tech, Media Misinformation, UFOs / UAPs, Physics of Time Travel, Moon Wars, ModRetro, Fatherhood, & more. This Palmer Luckey interview is Part 4 of 4 of our short series interviewing Anduril Industries Founders, in addition to our compiled video, check them all...

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Molly O’Shea

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545,704 次观看 • 8 个月前 •via X (Twitter)

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🇺🇸 EXCLUSIVE: Palmer Luckey x Discipulus Ventures Spring Demo Day Fireside Chat. We cover Why El Segundo, Founding Anduril, Defense Tech Incentives, State of Hardtech VC, SVB Collapse, Erebor, Founder Advice, & more. Highlights: (00:00) Palmer Luckey (00:20) Why Anduril chose El Segundo over the Bay Area (01:20) The Facebook acquisition & Bay Area mercenary problem (02:43) Building across veterans, Democrats, Republicans & libertarians (03:33) How the four Anduril founders' roles have evolved (04:21) "Want to work on tech? Don't start a company" (06:02) What Palmer learned from Oculus about delegation (06:44) How not to become Lockheed or Raytheon (07:33) Why the government rewards being slow & expensive (09:25) Anduril's real failure mode: becoming Google, not Lockheed (10:21) The state of hardtech venture capital (10:55) Why ZIRP killed serious investing (12:31) The vibe shift toward energy, defense & agriculture (13:01) Erebor & the SVB collapse that almost killed Anduril (13:32) Why no American bank is actually aligned with America (15:18) How Biden accidentally saved Anduril (17:10) Palmer's one piece of advice for founders (17:38) Bonus: the One Piece anime fan edit
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🇺🇸 EXCLUSIVE: Palmer Luckey x Discipulus Ventures Spring Demo Day Fireside Chat. We cover Why El Segundo, Founding Anduril, Defense Tech Incentives, State of Hardtech VC, SVB Collapse, Erebor, Founder Advice, & more. Highlights: (00:00) Palmer Luckey (00:20) Why Anduril chose El Segundo over the Bay Area (01:20) The Facebook acquisition & Bay Area mercenary problem (02:43) Building across veterans, Democrats, Republicans & libertarians (03:33) How the four Anduril founders' roles have evolved (04:21) "Want to work on tech? Don't start a company" (06:02) What Palmer learned from Oculus about delegation (06:44) How not to become Lockheed or Raytheon (07:33) Why the government rewards being slow & expensive (09:25) Anduril's real failure mode: becoming Google, not Lockheed (10:21) The state of hardtech venture capital (10:55) Why ZIRP killed serious investing (12:31) The vibe shift toward energy, defense & agriculture (13:01) Erebor & the SVB collapse that almost killed Anduril (13:32) Why no American bank is actually aligned with America (15:18) How Biden accidentally saved Anduril (17:10) Palmer's one piece of advice for founders (17:38) Bonus: the One Piece anime fan edit

Jakob Diepenbrock

29,453 次观看 • 4 个月前

BREAKING: Inside Anduril Industries. Exclusive HQ Tour w/ Anduril's Founding Team. Palmer Luckey Brian Schimpf, CEO Matt Grimm, COO Trae Stephens, Executive Chairman This is a rare, BTS walking tour inside $30.5B Anduril Industries.. one of the most consequential defense companies of this era. Special thank you to Matt & Julie from Anduril for reaching out & helping make this happen after seeing my Sourcery 100 dream guest list! This certainly blew all of my expectations. I hope you enjoy! Anduril Industries Matt Grimm Trae Stephens Palmer Luckey Brian Schimpf Highlights: Founders of Anduril Brian Schimpf: Production, software, & the future of war-fighting efficiency Global instability & why allies are ramping spend Ghost Shark in Australia & Anduril’s global expansion model.​ Trae Stephens: “the factory is the weapon” & US re-industrialization.​ Arsenal 1 megafactory in Ohio & becoming the “new defense prime.”​ Just War theory, AI, & ethics of lethal autonomy Palmer Luckey: Fury, the autonomous fighter jet beating primes​ Optical camouflage Palmer’s UAP theory​ Matt Grimm: from lost luggage garage to 7,000 employees, 30+ offices globally Ghost Shark / XL UUV, dev test lab: “we break things on purpose.”​ Menace and Titan
38:54

BREAKING: Inside Anduril Industries. Exclusive HQ Tour w/ Anduril's Founding Team. Palmer Luckey Brian Schimpf, CEO Matt Grimm, COO Trae Stephens, Executive Chairman This is a rare, BTS walking tour inside $30.5B Anduril Industries.. one of the most consequential defense companies of this era. Special thank you to Matt & Julie from Anduril for reaching out & helping make this happen after seeing my Sourcery 100 dream guest list! This certainly blew all of my expectations. I hope you enjoy! Anduril Industries Matt Grimm Trae Stephens Palmer Luckey Brian Schimpf Highlights: Founders of Anduril Brian Schimpf: Production, software, & the future of war-fighting efficiency Global instability & why allies are ramping spend Ghost Shark in Australia & Anduril’s global expansion model.​ Trae Stephens: “the factory is the weapon” & US re-industrialization.​ Arsenal 1 megafactory in Ohio & becoming the “new defense prime.”​ Just War theory, AI, & ethics of lethal autonomy Palmer Luckey: Fury, the autonomous fighter jet beating primes​ Optical camouflage Palmer’s UAP theory​ Matt Grimm: from lost luggage garage to 7,000 employees, 30+ offices globally Ghost Shark / XL UUV, dev test lab: “we break things on purpose.”​ Menace and Titan

Molly O’Shea

1,028,556 次观看 • 8 个月前

FULL INTERVIEW: Trae Stephens (Trae Stephens), Co-Founder & Executive Chairman of Anduril (& Partner at Founders Fund) Built when defense tech was still taboo, Anduril Industries's Palantir DNA & Peter Thiel–influenced bet on software, autonomy, manufacturing scale, & just-war ethics is now reshaping modern warfare. We cover: • From pariah to next-gen prime • 007 Story (thank you Jeff Miller for the rec) • Palantir DNA in hardware • "The factory is the weapon" Arsenal-1 • Just War Theory & autonomy • Thiel’s zero-to-one playbook This is Part 3 of 4 of our interview series with Anduril’s Founders, in addition to our compiled video, check them all out! Highlights: (00:00) Trae Stephens, Co-founder & Executive Chairman Anduril (01:03) Rise of defense tech & Secretary of War Pete Hegseth visit (03:58) Origin of Anduril & James Bond dreams (05:18) Anduril’s multi-domain defense strategy (06:42) China’s subsidies & US government investments (08:46) “Factory is the weapon” & re-industrialization (10:30) Arsenal-1 Ohio factory (13:44) What people get wrong about Anduril (17:08) Biggest Lesson from Palantir (19:04) Just War theory & defense ethics (22:16) Cultural shift from AI slop to good quests (23:49) How Anduril is building “Apple for defense” (27:03) Founders Fund investments: Varda, Armada, Cognition, General Matter (29:52) Why is Peter Thiel always right?
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FULL INTERVIEW: Trae Stephens (Trae Stephens), Co-Founder & Executive Chairman of Anduril (& Partner at Founders Fund) Built when defense tech was still taboo, Anduril Industries's Palantir DNA & Peter Thiel–influenced bet on software, autonomy, manufacturing scale, & just-war ethics is now reshaping modern warfare. We cover: • From pariah to next-gen prime • 007 Story (thank you Jeff Miller for the rec) • Palantir DNA in hardware • "The factory is the weapon" Arsenal-1 • Just War Theory & autonomy • Thiel’s zero-to-one playbook This is Part 3 of 4 of our interview series with Anduril’s Founders, in addition to our compiled video, check them all out! Highlights: (00:00) Trae Stephens, Co-founder & Executive Chairman Anduril (01:03) Rise of defense tech & Secretary of War Pete Hegseth visit (03:58) Origin of Anduril & James Bond dreams (05:18) Anduril’s multi-domain defense strategy (06:42) China’s subsidies & US government investments (08:46) “Factory is the weapon” & re-industrialization (10:30) Arsenal-1 Ohio factory (13:44) What people get wrong about Anduril (17:08) Biggest Lesson from Palantir (19:04) Just War theory & defense ethics (22:16) Cultural shift from AI slop to good quests (23:49) How Anduril is building “Apple for defense” (27:03) Founders Fund investments: Varda, Armada, Cognition, General Matter (29:52) Why is Peter Thiel always right?

Molly O’Shea

117,225 次观看 • 8 个月前

FULL R&D TOUR: Anduril COO, Matt Grimm (Matt Grimm) A rare look inside Anduril’s ~650k sq ft HQ where ideas become fielded products: touring the 200k sq ft R&D lab to XL-AUV (Ghost Shark), Menace & Titan (partnership w/ Palantir) BTS story of how Anduril Industries scaled from a moldy 5k sqft lost luggage garage to a next-gen defense prime manufacturing globally + Learn how the Founders divide responsibilities at scale: - Matt Grimm (operations) - Palmer Luckey (product & public persona) - Brian Schimpf (CEO & strategy) - Trae Stephens (IR & brand) (PS my favorite part was definitely test driving Menace) Highlights: (00:00) Matt Grimm, COO Anduril (00:49) Anduril HQ: 200K sq ft R&D building (01:45) Ghost Shark XL AUV submarine (03:20) Lost luggage garage to 7,000 employees (06:05) Founders’ roles: Palmer, Brian, Trae, Matt (08:25) Supply chain, production & logistics (09:09) Anechoic Chamber: radar, EW & jamming tests (10:25) Metrology Lab: precision part measurement (14:37) Dev test area: saltwater, vibration, battery failure & more (16:36) The COO that reads every Slack message? (18:09) Machine Shop: custom fabrication (20:51) CNC machining: Fury bulkheads & jet engine blades (22:32) Drone frame evolution (25:44) LA Times printing press campus history (29:35) Driving Menace-X: mobile battlefield command center (33:00) Titan: Joint venture with Palantir for Army (34:24) Fury: Matt’s favorite product
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FULL R&D TOUR: Anduril COO, Matt Grimm (Matt Grimm) A rare look inside Anduril’s ~650k sq ft HQ where ideas become fielded products: touring the 200k sq ft R&D lab to XL-AUV (Ghost Shark), Menace & Titan (partnership w/ Palantir) BTS story of how Anduril Industries scaled from a moldy 5k sqft lost luggage garage to a next-gen defense prime manufacturing globally + Learn how the Founders divide responsibilities at scale: - Matt Grimm (operations) - Palmer Luckey (product & public persona) - Brian Schimpf (CEO & strategy) - Trae Stephens (IR & brand) (PS my favorite part was definitely test driving Menace) Highlights: (00:00) Matt Grimm, COO Anduril (00:49) Anduril HQ: 200K sq ft R&D building (01:45) Ghost Shark XL AUV submarine (03:20) Lost luggage garage to 7,000 employees (06:05) Founders’ roles: Palmer, Brian, Trae, Matt (08:25) Supply chain, production & logistics (09:09) Anechoic Chamber: radar, EW & jamming tests (10:25) Metrology Lab: precision part measurement (14:37) Dev test area: saltwater, vibration, battery failure & more (16:36) The COO that reads every Slack message? (18:09) Machine Shop: custom fabrication (20:51) CNC machining: Fury bulkheads & jet engine blades (22:32) Drone frame evolution (25:44) LA Times printing press campus history (29:35) Driving Menace-X: mobile battlefield command center (33:00) Titan: Joint venture with Palantir for Army (34:24) Fury: Matt’s favorite product

Molly O’Shea

89,651 次观看 • 8 个月前

Inside Anduril's Mission to Protect The Seas w/ engineering VP Shane Arnott. Full episode here on X. Shane previously led The Boeing Company 's Phantom Works autonomous air division. Now he's going all in on an unprotected domain at Anduril Industries - subsea. In this episode he explains why moving fast matters and how Anduril "gets sh*t done". Including how it develops, tests and manufactures maritime products at scale. Turns out, it's really hard. Time stamps: 00:00 - Intro 01:22 - About Anduril Industries 03:01 - Shane's experience across Primes 06:24 - Pacific threats: Australia & US defense connections 07:52 - Why seas are "mostly unprotected" 10:52 - Challenges of the subsea domain (communications, biofouling) 11:47 - Anduril's Maritime products: Surveillance & strike capabilities 14:49 - Product development: Collaborating with defense customers 16:31 - What wins wars? Arsenal v Exotic advantage 18:11 - Dual use cases for Anduril's underwater tech 20:02 - Battle testing submarines 21:19 - Supply chain challenges 24:56 - Onshoring: Patriotism > profitability 28:04 - Why moving fast matters: Ghost Shark progress 30:05 - CLASSIFIED #DontWorkAtAnduril
31:03

Inside Anduril's Mission to Protect The Seas w/ engineering VP Shane Arnott. Full episode here on X. Shane previously led The Boeing Company 's Phantom Works autonomous air division. Now he's going all in on an unprotected domain at Anduril Industries - subsea. In this episode he explains why moving fast matters and how Anduril "gets sh*t done". Including how it develops, tests and manufactures maritime products at scale. Turns out, it's really hard. Time stamps: 00:00 - Intro 01:22 - About Anduril Industries 03:01 - Shane's experience across Primes 06:24 - Pacific threats: Australia & US defense connections 07:52 - Why seas are "mostly unprotected" 10:52 - Challenges of the subsea domain (communications, biofouling) 11:47 - Anduril's Maritime products: Surveillance & strike capabilities 14:49 - Product development: Collaborating with defense customers 16:31 - What wins wars? Arsenal v Exotic advantage 18:11 - Dual use cases for Anduril's underwater tech 20:02 - Battle testing submarines 21:19 - Supply chain challenges 24:56 - Onshoring: Patriotism > profitability 28:04 - Why moving fast matters: Ghost Shark progress 30:05 - CLASSIFIED #DontWorkAtAnduril

Madison Malone

83,241 次观看 • 1 年前

BREAKING: Nominal Hits $1B Valuation — Founders Fund Preempts $80M B-2 Acceleration Round Just 10 months after Nominal's $75M Series B led by Sequoia's Alfred Lin CEO Cameron McCord & Trae Stephens (Founders Fund + Anduril) join Sourcery to discuss: - $155M raised in 10 months, nearly $200M total funding - Early validation at Anduril - 4 of the 5 largest defense primes are now customers - Reducing major hardware test campaigns by 50–60% (which can cost ~$3M per day) - Strategy: platform expansion, potential M&A, and aggressive hiring - Anduril LORE All systems Nominal. Cameron McCord Trae Stephens Alfred Lin 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Trae Stephens & Cameron McCord (01:11) Nominal raises $80M from Founders Fund (03:32) Why Founders Fund made the investment (05:22) Palantir, FF, Anduril: Trae is a "Slashie" (07:14) Nominal: the GitHub for hardware testing (12:33) Why Sequoia believed Nominal’s TAM was much bigger (15:36) Inside Nominal’s growing defense customer base (17:32) Why government hardware testing still relies on Excel and MATLAB (22:22) Cutting hardware testing time by up to 60% (26:55) How AI changes hardware development (37:22) Why the government is backing new defense tech companies (33:35) Nominal's sales strategy (45:44) Competing with legacy software giants (46:24) Recruiting top engineers (50:56) Early Anduril LORE: Stories from the desert
54:47

BREAKING: Nominal Hits $1B Valuation — Founders Fund Preempts $80M B-2 Acceleration Round Just 10 months after Nominal's $75M Series B led by Sequoia's Alfred Lin CEO Cameron McCord & Trae Stephens (Founders Fund + Anduril) join Sourcery to discuss: - $155M raised in 10 months, nearly $200M total funding - Early validation at Anduril - 4 of the 5 largest defense primes are now customers - Reducing major hardware test campaigns by 50–60% (which can cost ~$3M per day) - Strategy: platform expansion, potential M&A, and aggressive hiring - Anduril LORE All systems Nominal. Cameron McCord Trae Stephens Alfred Lin 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Trae Stephens & Cameron McCord (01:11) Nominal raises $80M from Founders Fund (03:32) Why Founders Fund made the investment (05:22) Palantir, FF, Anduril: Trae is a "Slashie" (07:14) Nominal: the GitHub for hardware testing (12:33) Why Sequoia believed Nominal’s TAM was much bigger (15:36) Inside Nominal’s growing defense customer base (17:32) Why government hardware testing still relies on Excel and MATLAB (22:22) Cutting hardware testing time by up to 60% (26:55) How AI changes hardware development (37:22) Why the government is backing new defense tech companies (33:35) Nominal's sales strategy (45:44) Competing with legacy software giants (46:24) Recruiting top engineers (50:56) Early Anduril LORE: Stories from the desert

Molly O’Shea

139,078 次观看 • 5 个月前

FULL INTERVIEW: Brian Schimpf, CEO of Anduril “We’re 8 years-ish in. We’re at about 7K employees. We have consistently doubled revenue every year— so even over $1B+, we’re still doubling revenue.” Schimpf joins Sourcery to discuss the company’s scale, strategy, & position in the defense market. He outlines Anduril’s growth to roughly 7K employees, $1B+ in revenue with continued YoY doubling, & their $30.5B valuation (too low?).. while addressing IPO speculation & these wild “fake SPVs” This is part 1 of 4 interviews with Anduril's founders. An extension of our compiled video that dropped yesterday :) Hope you enjoy. Brian Schimpf Anduril Industries Highlights (00:00) Brian Schimpf, CEO Anduril (01:32) Anduril’s scale today: $30B+ valuation, 7,000 employees, revenue doubling past $1B+ (02:20) Favorite product: Fury (03:55) How Anduril expanded from drones to missiles, aircraft, and Arsenal-1 (05:40) Market timing: why 3–5 year conviction beats 10-year moonshots (07:45) Lattice software and building a unified autonomous battlefield stack (09:25) Fixed-price contracts vs. legacy cost-plus defense procurement (11:20) Secretary Hegseth’s shift: speed, production, & affordability over perfection (13:05) Where the nearly $1T defense budget actually goes (17:25) Australia’s Ghost Shark program & rapid autonomous submarine production (19:45) Global defense backlogs & why allies are rethinking procurement (22:00) Manufacturing at scale: WWII lessons vs. modern “Galapagos” defense industry (25:55) Leadership lessons from Palantir: talent, artistry, and meritocracy (30:15) IPO rumors, fake SPVs, why Schimpf believes Anduril is undervalued
32:04

FULL INTERVIEW: Brian Schimpf, CEO of Anduril “We’re 8 years-ish in. We’re at about 7K employees. We have consistently doubled revenue every year— so even over $1B+, we’re still doubling revenue.” Schimpf joins Sourcery to discuss the company’s scale, strategy, & position in the defense market. He outlines Anduril’s growth to roughly 7K employees, $1B+ in revenue with continued YoY doubling, & their $30.5B valuation (too low?).. while addressing IPO speculation & these wild “fake SPVs” This is part 1 of 4 interviews with Anduril's founders. An extension of our compiled video that dropped yesterday :) Hope you enjoy. Brian Schimpf Anduril Industries Highlights (00:00) Brian Schimpf, CEO Anduril (01:32) Anduril’s scale today: $30B+ valuation, 7,000 employees, revenue doubling past $1B+ (02:20) Favorite product: Fury (03:55) How Anduril expanded from drones to missiles, aircraft, and Arsenal-1 (05:40) Market timing: why 3–5 year conviction beats 10-year moonshots (07:45) Lattice software and building a unified autonomous battlefield stack (09:25) Fixed-price contracts vs. legacy cost-plus defense procurement (11:20) Secretary Hegseth’s shift: speed, production, & affordability over perfection (13:05) Where the nearly $1T defense budget actually goes (17:25) Australia’s Ghost Shark program & rapid autonomous submarine production (19:45) Global defense backlogs & why allies are rethinking procurement (22:00) Manufacturing at scale: WWII lessons vs. modern “Galapagos” defense industry (25:55) Leadership lessons from Palantir: talent, artistry, and meritocracy (30:15) IPO rumors, fake SPVs, why Schimpf believes Anduril is undervalued

Molly O’Shea

268,968 次观看 • 8 个月前

FURY: "We [were] competing against Boeing, Northrop Grumman, Lockheed Martin, & in the end Anduril beat all of them." Palmer Luckey (Palmer Luckey), Anduril "This is the first autonomous fighter that the United States Air Force has ever procured. We recently just flew it for the first time. We went from signing a contract with the Air Force to first flight in 556 days, which is, as far as I know, the fastest new fighter development program since the end of the Korean War. The really exciting thing about this program is we are competing against a lot of the big guys. So we are competing against Boeing, Northrop Grumman, Lockheed Martin, and in the end Anduril Industries beat all of them, which was really, really gratifying to, you know, go from starting this company to going toe-to-toe with the guys who are legends of the fighter community & actually get selected to build something. Build something that flies. So it’s an AI-powered fighter jet that flies alongside manned fighters. So imagine if I had an F-35 pilot, he might fly with two or three or four or five of these alongside with him, extending his weapons webs forward, his sensors forward, & allowing them to engage in risks that you would never want a person to do. You know, there’s a lot of ways to win a fight and live to see another day. There’s a lot of ways to win a fight and sacrifice pawns on the board. And autonomy means that you can do that without the ethical problems of just throwing away human lives."
1:25

FURY: "We [were] competing against Boeing, Northrop Grumman, Lockheed Martin, & in the end Anduril beat all of them." Palmer Luckey (Palmer Luckey), Anduril "This is the first autonomous fighter that the United States Air Force has ever procured. We recently just flew it for the first time. We went from signing a contract with the Air Force to first flight in 556 days, which is, as far as I know, the fastest new fighter development program since the end of the Korean War. The really exciting thing about this program is we are competing against a lot of the big guys. So we are competing against Boeing, Northrop Grumman, Lockheed Martin, and in the end Anduril Industries beat all of them, which was really, really gratifying to, you know, go from starting this company to going toe-to-toe with the guys who are legends of the fighter community & actually get selected to build something. Build something that flies. So it’s an AI-powered fighter jet that flies alongside manned fighters. So imagine if I had an F-35 pilot, he might fly with two or three or four or five of these alongside with him, extending his weapons webs forward, his sensors forward, & allowing them to engage in risks that you would never want a person to do. You know, there’s a lot of ways to win a fight and live to see another day. There’s a lot of ways to win a fight and sacrifice pawns on the board. And autonomy means that you can do that without the ethical problems of just throwing away human lives."

Molly O’Shea

199,098 次观看 • 8 个月前

BREAKING: Shaun Maguire (Shaun Maguire) of Sequoia Returns We cover - AI vs Humans: Vlad Tenev's Mathematical Superintelligence Harmonic - Physics, UAPs, & the limits of human understanding X Exclusive: KGB psyops & information warfare Shaun explains Sequoia Capital's investment in Harmonic, the Math Superintelligence company co-founded by Robinhood ( $HOOD) CEO Vlad Tenev + Tudor Achim, & why math + reinforcement learning may unlock the next major breakthrough in artificial intelligence. Harmonic uses a differentiated strategy using Lean, formalized proofs, & RL to train AI systems that reason rigorously about math, outperforming far larger labs with a fraction of the spend.. & of course, humans. Highlights: (00:00) Shaun Maguire, Partner at Sequoia Capital (01:26) How Sequoia ended up investing in Harmonic (06:52) Is time travel actually possible? (08:39) Why the speed of light and physical laws are often misunderstood (11:43) Vacuum energy, virtual particles, & the Casimir effect (14:09) Why “laws of physics” are averages, not absolutes (15:57) Palmer Luckey on invisibility cloaks, UAPs, & aliens (18:46) X Exclusive: KGB psyops & Cold War tactics (20:47) The Pope Pius XII story (22:51) How framing & fake archives shaped propaganda in the 1940s (28:09) KGB playbook: division as strategy (31:34) Socialism: Venezuela vs NYC (34:57) The cost of speaking out (36:41) Investing in X, Elon Musk & the debate over free speech
38:49

BREAKING: Shaun Maguire (Shaun Maguire) of Sequoia Returns We cover - AI vs Humans: Vlad Tenev's Mathematical Superintelligence Harmonic - Physics, UAPs, & the limits of human understanding X Exclusive: KGB psyops & information warfare Shaun explains Sequoia Capital's investment in Harmonic, the Math Superintelligence company co-founded by Robinhood ( $HOOD) CEO Vlad Tenev + Tudor Achim, & why math + reinforcement learning may unlock the next major breakthrough in artificial intelligence. Harmonic uses a differentiated strategy using Lean, formalized proofs, & RL to train AI systems that reason rigorously about math, outperforming far larger labs with a fraction of the spend.. & of course, humans. Highlights: (00:00) Shaun Maguire, Partner at Sequoia Capital (01:26) How Sequoia ended up investing in Harmonic (06:52) Is time travel actually possible? (08:39) Why the speed of light and physical laws are often misunderstood (11:43) Vacuum energy, virtual particles, & the Casimir effect (14:09) Why “laws of physics” are averages, not absolutes (15:57) Palmer Luckey on invisibility cloaks, UAPs, & aliens (18:46) X Exclusive: KGB psyops & Cold War tactics (20:47) The Pope Pius XII story (22:51) How framing & fake archives shaped propaganda in the 1940s (28:09) KGB playbook: division as strategy (31:34) Socialism: Venezuela vs NYC (34:57) The cost of speaking out (36:41) Investing in X, Elon Musk & the debate over free speech

Molly O’Shea

37,145 次观看 • 6 个月前

The founder of one of America's most important defense companies just issued a chilling warning that should stop you cold: Taiwan is not China's final destination. It is merely the opening move. Palmer Luckey, founder of Anduril Industries, the autonomous weapons powerhouse building tech for the U.S. military, made the terrifying reality plain. America cannot outmanufacture China. Beijing's industrial capacity in missiles and warships already dwarfs the U.S. annually. But Luckey argues that matching them weapon-for-weapon is the wrong metric. The strategy must be absolute denial, making an invasion of Taiwan too costly to ever attempt. "There's a world where they have a hundred times more ballistic missiles than us and we still have enough between us and our allies to deny them access to Taiwan." But the most alarming part of Luckey's warning is what happens if Taiwan falls. He isn't just worried about Taipei; he is terrified of what comes next. "If they take Taiwan, history and the words out of Xi Jinping's own mouth show they're immediately going to hop over to Okinawa, part of the Philippines, maybe part of Vietnam." Luckey exposed a critical detail the public is completely missing. Xi Jinping has personally targeted the Ryukyu Islands, the Japanese chain including Okinawa that sits between Japan and Taiwan, by citing 650-year-old archives claiming they were a Chinese tributary state. As Luckey bluntly interpreted: "He's not saying this because he loves wandering the national archives. They are constructing a national narrative that would allow them to convince their people to start with Taiwan and end with a lot of our Pacific allies." This isn't theory; it is documented. Chinese state media and academic journals are already actively questioning Japan's sovereignty over Okinawa. It is the exact, deliberate pattern of narrative construction the CCP deploys before it strikes: establish a historical grievance, build public consensus, then move. Beijing has already sanctioned Luckey and Anduril for supporting Taiwan's defense because they know he sees their playbook clear as day. Taiwan is just the first domino. #UnveiledChina #TaiwanInvasion #PalmerLuckey #Anduril #NationalSecurity #Okinawa #CCPPropaganda #IndoPacific #Deterrence
1:39

The founder of one of America's most important defense companies just issued a chilling warning that should stop you cold: Taiwan is not China's final destination. It is merely the opening move. Palmer Luckey, founder of Anduril Industries, the autonomous weapons powerhouse building tech for the U.S. military, made the terrifying reality plain. America cannot outmanufacture China. Beijing's industrial capacity in missiles and warships already dwarfs the U.S. annually. But Luckey argues that matching them weapon-for-weapon is the wrong metric. The strategy must be absolute denial, making an invasion of Taiwan too costly to ever attempt. "There's a world where they have a hundred times more ballistic missiles than us and we still have enough between us and our allies to deny them access to Taiwan." But the most alarming part of Luckey's warning is what happens if Taiwan falls. He isn't just worried about Taipei; he is terrified of what comes next. "If they take Taiwan, history and the words out of Xi Jinping's own mouth show they're immediately going to hop over to Okinawa, part of the Philippines, maybe part of Vietnam." Luckey exposed a critical detail the public is completely missing. Xi Jinping has personally targeted the Ryukyu Islands, the Japanese chain including Okinawa that sits between Japan and Taiwan, by citing 650-year-old archives claiming they were a Chinese tributary state. As Luckey bluntly interpreted: "He's not saying this because he loves wandering the national archives. They are constructing a national narrative that would allow them to convince their people to start with Taiwan and end with a lot of our Pacific allies." This isn't theory; it is documented. Chinese state media and academic journals are already actively questioning Japan's sovereignty over Okinawa. It is the exact, deliberate pattern of narrative construction the CCP deploys before it strikes: establish a historical grievance, build public consensus, then move. Beijing has already sanctioned Luckey and Anduril for supporting Taiwan's defense because they know he sees their playbook clear as day. Taiwan is just the first domino. #UnveiledChina #TaiwanInvasion #PalmerLuckey #Anduril #NationalSecurity #Okinawa #CCPPropaganda #IndoPacific #Deterrence

UnveiledChina

49,022 次观看 • 3 个月前

NEW: Brian Singerman, fmr Founders Fund, now GPx, on why he only invests in *people* SpaceX is the reason he joined Founders Fund in 2008 "If SpaceX didn't work, Founders Fund would not exist." From Elon & SpaceX to Karp & Palantir, to Anduril, Airbnb, Stripe, & Stemcentrx, Brian Singerman's whole framework is one question: Is this the best founder in the world at their particular thing? We get into: - What makes Founders Fund unique: a team of strong-willed, genuinely authentic individuals - Why a 3x fund loses to the S&P - How a lifetime of strategy gaming shapes how he reads founders & now GPs - Why he bets against the end of the world every time - Why he's bullish on N-of-1 human cultural artifacts in an AI world - Why Cyan Banister & Palmer Luckey are genuinely N-of-1 people Thank you to Max Levchin, Trae Stephens & Scott Nolan for great questions 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Brian Singerman, Co-Founder of GPx, Former Partner at Founders Fund (00:42) Founders Fund (02:09) Max Levchin's unfiltered questions (05:25) How gaming shaped his investing (06:11) Joining Founders Fund in 2008 (07:34) Silicon Valley's most fascinating characters (09:29) Lessons from Peter Thiel (11:26) Building a culture of conviction (11:59) The art of spotting A+ founders (13:55) Trae's biggest lesson from Peter Thiel (14:41) Is socialism a threat to America? (15:58) Why capital is leaving California (17:03) The obsession with Hawaii (20:59) The Founders Fund playbook (24:51) "If SpaceX didn't work, Founders Fund would not exist" (26:03) Why Elon is one of one (27:30) Why everyone knew Starlink would win (28:42) Inside Founders Fund's biggest bets (31:06) The Founders Fund founder archetype (33:25) Backing fund managers instead of startups (35:22) The new generation of GPs (36:34) The most authentic people in tech (41:38) Why other VCs aren't the audience (44:05) Music, Memorabilia & N-of-1 Artifacts (46:25) The story behind Brian's music studio (49:22) What's next for Brian?
51:06

NEW: Brian Singerman, fmr Founders Fund, now GPx, on why he only invests in *people* SpaceX is the reason he joined Founders Fund in 2008 "If SpaceX didn't work, Founders Fund would not exist." From Elon & SpaceX to Karp & Palantir, to Anduril, Airbnb, Stripe, & Stemcentrx, Brian Singerman's whole framework is one question: Is this the best founder in the world at their particular thing? We get into: - What makes Founders Fund unique: a team of strong-willed, genuinely authentic individuals - Why a 3x fund loses to the S&P - How a lifetime of strategy gaming shapes how he reads founders & now GPs - Why he bets against the end of the world every time - Why he's bullish on N-of-1 human cultural artifacts in an AI world - Why Cyan Banister & Palmer Luckey are genuinely N-of-1 people Thank you to Max Levchin, Trae Stephens & Scott Nolan for great questions 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Brian Singerman, Co-Founder of GPx, Former Partner at Founders Fund (00:42) Founders Fund (02:09) Max Levchin's unfiltered questions (05:25) How gaming shaped his investing (06:11) Joining Founders Fund in 2008 (07:34) Silicon Valley's most fascinating characters (09:29) Lessons from Peter Thiel (11:26) Building a culture of conviction (11:59) The art of spotting A+ founders (13:55) Trae's biggest lesson from Peter Thiel (14:41) Is socialism a threat to America? (15:58) Why capital is leaving California (17:03) The obsession with Hawaii (20:59) The Founders Fund playbook (24:51) "If SpaceX didn't work, Founders Fund would not exist" (26:03) Why Elon is one of one (27:30) Why everyone knew Starlink would win (28:42) Inside Founders Fund's biggest bets (31:06) The Founders Fund founder archetype (33:25) Backing fund managers instead of startups (35:22) The new generation of GPs (36:34) The most authentic people in tech (41:38) Why other VCs aren't the audience (44:05) Music, Memorabilia & N-of-1 Artifacts (46:25) The story behind Brian's music studio (49:22) What's next for Brian?

Molly O’Shea

252,040 次观看 • 2 个月前

The terrifying ways that social media is altering teenage brains | Full Interview with Clare Morell Clare Morell 0:00 Hijacking our children’s brains 0:42 Smartphones are hurting our children 2:27 Social reward wiring 3:25 Dopamine deficit 4:00 Desensitization 5:34 A child’s brain on social media 11:32 How to exit tech and give your kids a better life 13:14 Why screen time limits fail 14:52 Tech-free families 16:12 Smart phone and mental health quality 18:08 Dumphones 19:33 Social media and social isolation 24:57 Autism and ADHD and Electronic Screen Syndrome 26:46 How smartphones distract us 28:41 Technoference 31:20 How to free your child from the perils of smartphones 32:16 What to focus on after exiting tech 34:18 Getting your kids’ buy-in 45:18 What is a reasonable age for a smartphone? 57:01 The decline of reading scores 57:57 Reading on screens versus reading on paper 1:01:58 Section 230 law 1:08:55 The pornography epidemic
1:23:17

The terrifying ways that social media is altering teenage brains | Full Interview with Clare Morell Clare Morell 0:00 Hijacking our children’s brains 0:42 Smartphones are hurting our children 2:27 Social reward wiring 3:25 Dopamine deficit 4:00 Desensitization 5:34 A child’s brain on social media 11:32 How to exit tech and give your kids a better life 13:14 Why screen time limits fail 14:52 Tech-free families 16:12 Smart phone and mental health quality 18:08 Dumphones 19:33 Social media and social isolation 24:57 Autism and ADHD and Electronic Screen Syndrome 26:46 How smartphones distract us 28:41 Technoference 31:20 How to free your child from the perils of smartphones 32:16 What to focus on after exiting tech 34:18 Getting your kids’ buy-in 45:18 What is a reasonable age for a smartphone? 57:01 The decline of reading scores 57:57 Reading on screens versus reading on paper 1:01:58 Section 230 law 1:08:55 The pornography epidemic

Big Think

149,978 次观看 • 8 个月前

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:
1:11:41

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

Shane Parrish

450,952 次观看 • 4 个月前

BREAKING: Inside a16z's $22B AUM Growth Fund Waymo, Kalshi, Coinbase, Robinhood, Stripe, Revolut, ElevenLabs, Flock Safety, Harvey, EliseAI, Hebbia, Roblox, Anduril, Sardine With a fresh $6.75B Growth fund, General Partner Alex Immerman (Alex Immerman) shares how a16z evaluates category leaders & why firms are rethinking old metrics in the AI era. “If you look at OpenAI & Anthropic alone, those two companies added as much revenue last year as 1/2 of the public cloud universe excluding the Mag Seven.” Even as AI added ~$6T in market value to the stock market in 2025, we discuss the private companies driving the next wave of growth. Topics include: • Marc Andreessen lore • Why the fastest-growing tech companies are still private • Waymo’s expansion & the future of autonomous vehicles • ElevenLabs & the breakout of voice AI platforms • Kalshi & the rise of prediction markets • The four largest tech companies adding 1% to U.S. GDP growth with $400B in spending in 2025 • How a16z grew from a startup VC to capturing 18% of all U.S. venture capital • Why engagement, retention, & product defensibility matter more than ever Full conversation ↓ 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Alex Immerman, GP a16z (00:53) Flock Safety: Most underrated company in America (03:43) Private vs public market growth gap (04:43) Do gross margins matter in AI companies? (06:33) Waymo’s growth & $16B funding round (08:13) The future of ride sharing & autonomous vehicles (10:01) Where the value in self driving tech will accrue (12:27) Tesla FSD vs Waymo’s full stack approach (13:50) The growing brand power of Waymo (15:43) What comes after autonomous cars? (17:41) Are people really worried about AI taking over? (18:55) Inside ElevenLabs’ $500M funding round (22:12) The real world use cases of voice AI agents (22:55) How a16z invested in Kalshi (24:11) Why Kalshi over Polymarket? (26:35) Prediction markets vs g*mbling (29:33) Is fintech making a comeback? (32:44) Why stablecoins are becoming important (33:30) Lessons from Coinbase founder Brian Armstrong (34:19) How a16z evaluates growth companies (36:52) Where startups spend money: R&D vs marketing (38:44) Why startups need a strong Act 2 (40:08) Why venture outcomes are getting bigger & bigger (42:24) Why backing the market leader matters (43:49) The best books for founders (44:59) How a16z built its media machine (47:03) Who will be the first Trillionaire?
48:41

BREAKING: Inside a16z's $22B AUM Growth Fund Waymo, Kalshi, Coinbase, Robinhood, Stripe, Revolut, ElevenLabs, Flock Safety, Harvey, EliseAI, Hebbia, Roblox, Anduril, Sardine With a fresh $6.75B Growth fund, General Partner Alex Immerman (Alex Immerman) shares how a16z evaluates category leaders & why firms are rethinking old metrics in the AI era. “If you look at OpenAI & Anthropic alone, those two companies added as much revenue last year as 1/2 of the public cloud universe excluding the Mag Seven.” Even as AI added ~$6T in market value to the stock market in 2025, we discuss the private companies driving the next wave of growth. Topics include: • Marc Andreessen lore • Why the fastest-growing tech companies are still private • Waymo’s expansion & the future of autonomous vehicles • ElevenLabs & the breakout of voice AI platforms • Kalshi & the rise of prediction markets • The four largest tech companies adding 1% to U.S. GDP growth with $400B in spending in 2025 • How a16z grew from a startup VC to capturing 18% of all U.S. venture capital • Why engagement, retention, & product defensibility matter more than ever Full conversation ↓ 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Alex Immerman, GP a16z (00:53) Flock Safety: Most underrated company in America (03:43) Private vs public market growth gap (04:43) Do gross margins matter in AI companies? (06:33) Waymo’s growth & $16B funding round (08:13) The future of ride sharing & autonomous vehicles (10:01) Where the value in self driving tech will accrue (12:27) Tesla FSD vs Waymo’s full stack approach (13:50) The growing brand power of Waymo (15:43) What comes after autonomous cars? (17:41) Are people really worried about AI taking over? (18:55) Inside ElevenLabs’ $500M funding round (22:12) The real world use cases of voice AI agents (22:55) How a16z invested in Kalshi (24:11) Why Kalshi over Polymarket? (26:35) Prediction markets vs g*mbling (29:33) Is fintech making a comeback? (32:44) Why stablecoins are becoming important (33:30) Lessons from Coinbase founder Brian Armstrong (34:19) How a16z evaluates growth companies (36:52) Where startups spend money: R&D vs marketing (38:44) Why startups need a strong Act 2 (40:08) Why venture outcomes are getting bigger & bigger (42:24) Why backing the market leader matters (43:49) The best books for founders (44:59) How a16z built its media machine (47:03) Who will be the first Trillionaire?

Molly O’Shea

145,674 次观看 • 5 个月前

BREAKING: Inside the Pentagon w/ Emil Michael, Under Secretary of War for Research & Engineering, & Department of War CTO “My job is to create 5 more companies [on top of the 'new primes'] that work in the department & bring new capabilities.” Honored to host Under Secretary of War Emil Michael, live from the Reagan National Defense Forum in front of an F-117. We break down how the DoW actually works, dispel myths around defense tech, & discuss 'new primes' like Palantir, SpaceX, & Anduril And go into why the DoW is now concentrating on just six Critical Technology Areas to shape modern warfare Highlights: (00:00) Intro to Emil Michael (01:16) Oversight of DARPA, MDA, CDAO & DIU (02:11) From Uber to the DoW (03:34) Modernizing the largest bureaucracy in the world (05:30) China’s advancements & shifting U.S. priorities (10:14) Why the DoW reduced 14 tech areas to 6 (11:00) Applied AI & adapting commercial AI for defense (11:47) Hypersonics, directed energy & counter-drone systems (Epirus) (12:36) Contested logistics, biomanufacturing & new materials (13:41) America’s “1938 moment” (15:35) Preparing & protecting future U.S. warfighters (17:05) Lessons from Ukraine: drone-on-drone warfare (18:49) Expanding partnerships & accelerating AI across the DoW (23:13) Clearing misconceptions about Palantir & defense tech companies (29:35) Emerging innovators: Planet Lab, Neros Technologies, Hadrian & frontier AI
30:58

BREAKING: Inside the Pentagon w/ Emil Michael, Under Secretary of War for Research & Engineering, & Department of War CTO “My job is to create 5 more companies [on top of the 'new primes'] that work in the department & bring new capabilities.” Honored to host Under Secretary of War Emil Michael, live from the Reagan National Defense Forum in front of an F-117. We break down how the DoW actually works, dispel myths around defense tech, & discuss 'new primes' like Palantir, SpaceX, & Anduril And go into why the DoW is now concentrating on just six Critical Technology Areas to shape modern warfare Highlights: (00:00) Intro to Emil Michael (01:16) Oversight of DARPA, MDA, CDAO & DIU (02:11) From Uber to the DoW (03:34) Modernizing the largest bureaucracy in the world (05:30) China’s advancements & shifting U.S. priorities (10:14) Why the DoW reduced 14 tech areas to 6 (11:00) Applied AI & adapting commercial AI for defense (11:47) Hypersonics, directed energy & counter-drone systems (Epirus) (12:36) Contested logistics, biomanufacturing & new materials (13:41) America’s “1938 moment” (15:35) Preparing & protecting future U.S. warfighters (17:05) Lessons from Ukraine: drone-on-drone warfare (18:49) Expanding partnerships & accelerating AI across the DoW (23:13) Clearing misconceptions about Palantir & defense tech companies (29:35) Emerging innovators: Planet Lab, Neros Technologies, Hadrian & frontier AI

Molly O’Shea

187,462 次观看 • 8 个月前

Episode 26 of Trading Places is here! Dave McClure and Aman Verjee break down the week's top news, and analyze ByteDance at $550B valuation. Plus, PitchBook’s Emily Zheng and CB Insights’ Jason Saltzman join to talk 2025 trends & 2026 predictions. Dive in 🤿 00:53 - [ tech & vc news ] 01:04 - Augment Power 20 🏆 01:53 - Anduril Industries $4B raise on $60B 🛸 03:00 - Palmer Luckey vs Dario Amodei 🤼‍♂️ 06:30 - Iran war shocks Nasdaq, oil, & IPO markets 💥🛢️ 11:28 - Can Cerebras IPO in 2026? 🤷‍♂️ 13:27 - Robinhood public VC fund $RVI launch 🏁 16:51 - Secondary deals hit $226B in 2025 🚀 20:17 - Decagon tender offer @ $4.5B 💰 25:09 - Kraken connects to Fed 🐙 27:46 - [ intvw: Emily Zheng & Jason Saltzman ] 28:23 - Emily gives Pitchbook 2025 recap 🙇🏻‍♀️ 31:36 - Jason gives CB Insights 2025 recap 🙇‍♂️ 35:50 - Emily gives Pitchbook 2026 predictions 🔮 57:53 - Jason gives CB Insights 2026 predictions 🔮 1:00:56 - [ val corner: ByteDance @ $550B ] 1:01:20 - Sum of Parts analysis 🧩 1:05:09 - What is TikTok US worth? 💃 1:09:33 - China still controls algorithm 🇨🇳 1:12:53 - second takes 😂 Share trading places with a friend who’s tired of good VC podcasts.
1:13:10

Episode 26 of Trading Places is here! Dave McClure and Aman Verjee break down the week's top news, and analyze ByteDance at $550B valuation. Plus, PitchBook’s Emily Zheng and CB Insights’ Jason Saltzman join to talk 2025 trends & 2026 predictions. Dive in 🤿 00:53 - [ tech & vc news ] 01:04 - Augment Power 20 🏆 01:53 - Anduril Industries $4B raise on $60B 🛸 03:00 - Palmer Luckey vs Dario Amodei 🤼‍♂️ 06:30 - Iran war shocks Nasdaq, oil, & IPO markets 💥🛢️ 11:28 - Can Cerebras IPO in 2026? 🤷‍♂️ 13:27 - Robinhood public VC fund $RVI launch 🏁 16:51 - Secondary deals hit $226B in 2025 🚀 20:17 - Decagon tender offer @ $4.5B 💰 25:09 - Kraken connects to Fed 🐙 27:46 - [ intvw: Emily Zheng & Jason Saltzman ] 28:23 - Emily gives Pitchbook 2025 recap 🙇🏻‍♀️ 31:36 - Jason gives CB Insights 2025 recap 🙇‍♂️ 35:50 - Emily gives Pitchbook 2026 predictions 🔮 57:53 - Jason gives CB Insights 2026 predictions 🔮 1:00:56 - [ val corner: ByteDance @ $550B ] 1:01:20 - Sum of Parts analysis 🧩 1:05:09 - What is TikTok US worth? 💃 1:09:33 - China still controls algorithm 🇨🇳 1:12:53 - second takes 😂 Share trading places with a friend who’s tired of good VC podcasts.

trading places

10,219 次观看 • 5 个月前

BREAKING: How Qasar Younis (CEO) & Peter Ludwig (CTO) Quietly Built Applied Intuition into a Serious $15B Physical AI Giant “Most companies in the Bay Area are more hobby projects than they are serious businesses.” → $1B+ raised.. barely touched → AI for cars, agriculture, mining, defense, machines → 18/20 top automakers as customers We cover: • Why physical AI is fundamentally different from software AI • How breakthroughs like transformers unlocked real-world autonomy • The company’s horizontal-first strategy across industries • Why they stayed quiet for years.. & why that changed • How they deploy autonomy in defense and industrial environments • What hiring looks like in the AI era 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Qasar Younis & Peter, Co-Founders Applied Intuition (01:15) Most startups are just "hobby projects" (03:55) Becoming more public (07:33) The breakthroughs that reshaped their strategy (11:01) A moon rover simulator? (11:37) Expansion playbook (13:55) Raised $1B… Didn’t Use It (15:04) Hiring in the AI era (18:17) A team full of ex-founders and CTOs (19:28) From manual to autonomous in 10 days (23:18) Why great products drive results (25:44) Books that shape thinking & why old books matter (29:38) Turning books into company playbooks
32:06

BREAKING: How Qasar Younis (CEO) & Peter Ludwig (CTO) Quietly Built Applied Intuition into a Serious $15B Physical AI Giant “Most companies in the Bay Area are more hobby projects than they are serious businesses.” → $1B+ raised.. barely touched → AI for cars, agriculture, mining, defense, machines → 18/20 top automakers as customers We cover: • Why physical AI is fundamentally different from software AI • How breakthroughs like transformers unlocked real-world autonomy • The company’s horizontal-first strategy across industries • Why they stayed quiet for years.. & why that changed • How they deploy autonomy in defense and industrial environments • What hiring looks like in the AI era 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Qasar Younis & Peter, Co-Founders Applied Intuition (01:15) Most startups are just "hobby projects" (03:55) Becoming more public (07:33) The breakthroughs that reshaped their strategy (11:01) A moon rover simulator? (11:37) Expansion playbook (13:55) Raised $1B… Didn’t Use It (15:04) Hiring in the AI era (18:17) A team full of ex-founders and CTOs (19:28) From manual to autonomous in 10 days (23:18) Why great products drive results (25:44) Books that shape thinking & why old books matter (29:38) Turning books into company playbooks

Molly O’Shea

136,292 次观看 • 4 个月前

Full stream: Lauren Chen x Sneako Timestamps: 0:00 Why are all the tech billionaires at China? 1:35 Chinese people's perception on America and Trump 4:47 Sneako wants to unlearn all of the anti-Chinese propaganda 8:03 Media blackout in China 9:19 West using Muslims to demonize China while also demonizing Muslims 10:33 AI surveillance in China 12:32 China vs The West 14:44 Is China communist? Lauren Chen's disagreements with China 18:01 Being banned off of social media 19:08 Importance of Taiwan 23:27 China's control of Taiwan and GDP of Japan and South Korea 25:44 Trump's friendliness in China 28:11 China's role and perception in the Iran war 29:42 Social credit score system in China 31:14 Lauren Chen on being back streaming 33:46 Elon Musk replying to Lauren Chen 35:16 Lauren Chen vs Pearl Davis in a wrestling match and group chat drama 37:47 Lauren Chen's relationship with Ana Kasparian 39:36 Lauren Chen's relationship with Candace Owens 41:24 Lauren Southern lore 43:25 Sarah Stock cheating drama 44:36 Does Lauren Chen have a rumble deal? Has Sneako found a wife? 45:36 Sneako and Lauren Chen's thoughts on ChudTheBuilder 48:48 Closing remarks
49:18

Full stream: Lauren Chen x Sneako Timestamps: 0:00 Why are all the tech billionaires at China? 1:35 Chinese people's perception on America and Trump 4:47 Sneako wants to unlearn all of the anti-Chinese propaganda 8:03 Media blackout in China 9:19 West using Muslims to demonize China while also demonizing Muslims 10:33 AI surveillance in China 12:32 China vs The West 14:44 Is China communist? Lauren Chen's disagreements with China 18:01 Being banned off of social media 19:08 Importance of Taiwan 23:27 China's control of Taiwan and GDP of Japan and South Korea 25:44 Trump's friendliness in China 28:11 China's role and perception in the Iran war 29:42 Social credit score system in China 31:14 Lauren Chen on being back streaming 33:46 Elon Musk replying to Lauren Chen 35:16 Lauren Chen vs Pearl Davis in a wrestling match and group chat drama 37:47 Lauren Chen's relationship with Ana Kasparian 39:36 Lauren Chen's relationship with Candace Owens 41:24 Lauren Southern lore 43:25 Sarah Stock cheating drama 44:36 Does Lauren Chen have a rumble deal? Has Sneako found a wife? 45:36 Sneako and Lauren Chen's thoughts on ChudTheBuilder 48:48 Closing remarks

Inevitable China

30,456 次观看 • 3 个月前