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For decades, America’s electrical system has rewarded utilities for building more infrastructure, not for lowering costs. The result is a grid that expanded but rarely improved. Zach Dell, co-founder and CEO of Base Power, is building a different kind of power company. In our conversation, we explore: • How... a failed college solar project and early energy experiments in India pulled Zach into the power industry • How the U.S. grid’s regulatory structure discourages innovation and why Texas’s deregulated market creates space for new power companies • Base’s “make, move, store, sell” framework for thinking about the full power stack • How aggressive AI adoption is compressing cycle times and why slow adopters risk falling behind Thank you to the partners who make this possible - Granola: The app that might actually make you love meetings: - Brex: The intelligent finance platform: (00:00) Introduction to Zach Dell and Base (09:31) Lessons from Phil Jackson on aligning talented teams (21:49) Justin’s strengths as a co-founder and how their partnership formed (30:55) Why Base became the obvious focus (41:44) How Base works in two market types (50:43) The Gen 2 hardware mistake and the lesson in risk management (58:45) How hiring at Base has evolved (1:06:29) Final meditationsshow more

Mario Gabriele

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24,787 просмотров • 4 месяцев назад •via X (Twitter)

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Here’s my conversation with Zach Dell and Justin Lopas, co-founders of Base Power Company. Zach comes from Blackstone, Thrive Capital, and a lifetime of mentorship from his father, Michael Dell 🇺🇸. Justin comes from leading efforts at SpaceX, Anduril, and world-class execution alongside Elon Musk. I learned so much. And for everyone watching, this will give you a tiny glimpse into their exponential growth and recent $4B valuation. It's clear Base Power will be a household name. Enjoy!! Timestamps: 00:00 Intro 1:43 The Base Talent Filter 4:00 Lessons from Michael Dell 6:15 Zach’s First Startup 8:45 The Slow Midwest Automotive Industry 15:45 The Base Recruiting Strategy 20:40 Origins of Base: How Zach and Justin Met 23:55 Cut Your Costs, Not Your Power 26:02 The First Battery Install 33:55 Energy Trading and Arbitrage 36:02 The Path to a $100B 40:50 Base Pace 45:15 Don’t Tell Your Grandkids All You Did Was B2B SaaS

Here’s my conversation with Zach Dell and Justin Lopas, co-founders of Base Power Company. Zach comes from Blackstone, Thrive Capital, and a lifetime of mentorship from his father, Michael Dell 🇺🇸. Justin comes from leading efforts at SpaceX, Anduril, and world-class execution alongside Elon Musk. I learned so much. And for everyone watching, this will give you a tiny glimpse into their exponential growth and recent $4B valuation. It's clear Base Power will be a household name. Enjoy!! Timestamps: 00:00 Intro 1:43 The Base Talent Filter 4:00 Lessons from Michael Dell 6:15 Zach’s First Startup 8:45 The Slow Midwest Automotive Industry 15:45 The Base Recruiting Strategy 20:40 Origins of Base: How Zach and Justin Met 23:55 Cut Your Costs, Not Your Power 26:02 The First Battery Install 33:55 Energy Trading and Arbitrage 36:02 The Path to a $100B 40:50 Base Pace 45:15 Don’t Tell Your Grandkids All You Did Was B2B SaaS

Sonith

106,948 просмотров • 6 месяцев назад

News: Base Power raises $1B and issues a call to JOIN THE CHARGE in building America’s Power Company™. Terrain partner Willem sat down with CEO Zach Dell in front of Base Factory 1 to discuss hiring, hardware, culture, and what it takes to build a new energy future. 0:00 - Building America's Power Company 0:19 - Intro 1:00 - Base Factory 1 reveal 1:10 - Building in Austin 2:38 - A technology company competing in energy 3:53 - The importance of vertical integration 5:23 - Where Base's joyful culture comes from 7:14 - Why work at Base? 9:51 - Base Pace & the turtle 11:42 - Building a beloved energy brand 12:59 - Infrastructure level ambition 13:42 - Longevity & compounding opportunity 15:03 - The appeal of hard problems 17:14 - Endless energy in subject matter 21:10 - Closing

Terrain

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Anil Varanasi (Anil Varanasi), co-founder and CEO of Meter, is building a new kind of networking company for the AI era. Alongside his brother Sunil, he has helped raise more than $350 million to challenge incumbents like Cisco with a vertically integrated approach spanning hardware, software, deployment, and ongoing operations, all delivered through a utility-style model. Together we explore: • The “burden of knowledge” and why progress is getting harder across fields • Why most companies over-index on technology and ignore business model innovation • The three ways companies create advantage: technology, delivery, and business model • How Meter’s trade-in model borrows from the automotive industry • Why Anil believes “common knowledge” is often wrong Thank you to the partners who make this possible - .TECH domains: An identity for builders at their core: - Granola: The app that might actually make you love meetings: - Brex: The intelligent finance platform: Timestamps (0:00) Introduction to Anil Varanasi and Meter (10:25) What Meter actually does (22:55) Why Anil didn’t pursue filmmaking (29:59) The dynamic of working with his brother as a co-founder (35:15) Lessons from successful companies (41:10) Scrapping 18 months of work (59:39) Networking as infrastructure and utility (01:07:28) Rethinking education

Anil Varanasi (Anil Varanasi), co-founder and CEO of Meter, is building a new kind of networking company for the AI era. Alongside his brother Sunil, he has helped raise more than $350 million to challenge incumbents like Cisco with a vertically integrated approach spanning hardware, software, deployment, and ongoing operations, all delivered through a utility-style model. Together we explore: • The “burden of knowledge” and why progress is getting harder across fields • Why most companies over-index on technology and ignore business model innovation • The three ways companies create advantage: technology, delivery, and business model • How Meter’s trade-in model borrows from the automotive industry • Why Anil believes “common knowledge” is often wrong Thank you to the partners who make this possible - .TECH domains: An identity for builders at their core: - Granola: The app that might actually make you love meetings: - Brex: The intelligent finance platform: Timestamps (0:00) Introduction to Anil Varanasi and Meter (10:25) What Meter actually does (22:55) Why Anil didn’t pursue filmmaking (29:59) The dynamic of working with his brother as a co-founder (35:15) Lessons from successful companies (41:10) Scrapping 18 months of work (59:39) Networking as infrastructure and utility (01:07:28) Rethinking education

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61,757 просмотров • 3 месяцев назад

Robinhood co-founder Baiju Bhatt is back with a new company — but it's not finance, it's space lasers. At @AetherfluxUSA, Baiju is building both: ‣ an expeditionary power source for America's warfighters ‣ the beginnings of humanity's first Dyson Sphere It's a constellation of satellites in Low Earth Orbit that beam solar power down to Earth using lasers. I invited him to my factory to ask about how he's building it, and why. Chapters: 00:00 — Why is the Robinhood co-founder starting a space company? 05:11 — Introducing Aetherflux: the American energy grid in orbit 10:30 — The energy cost & energy opportunity 18:24 — “You’re not a space company until you have something in space.” 20:12 — What are the hardest parts of engineering this product? 25:27 — Figuring out how to build a hyper-ambitious company from zero 28:06 — How do you get from a demo to the ultimate vision? 32:25 — “What’s an industry that could exist, that doesn’t exist right now?” 35:28 — American innovation is a juggernaut 39:23 — Expeditionary power for the Department of Defense & disaster response 44:50 — The analogy between Robinhood and Aetherflux 47:41 — Assigned watching, playing, and reading from Baiju

Robinhood co-founder Baiju Bhatt is back with a new company — but it's not finance, it's space lasers. At @AetherfluxUSA, Baiju is building both: ‣ an expeditionary power source for America's warfighters ‣ the beginnings of humanity's first Dyson Sphere It's a constellation of satellites in Low Earth Orbit that beam solar power down to Earth using lasers. I invited him to my factory to ask about how he's building it, and why. Chapters: 00:00 — Why is the Robinhood co-founder starting a space company? 05:11 — Introducing Aetherflux: the American energy grid in orbit 10:30 — The energy cost & energy opportunity 18:24 — “You’re not a space company until you have something in space.” 20:12 — What are the hardest parts of engineering this product? 25:27 — Figuring out how to build a hyper-ambitious company from zero 28:06 — How do you get from a demo to the ultimate vision? 32:25 — “What’s an industry that could exist, that doesn’t exist right now?” 35:28 — American innovation is a juggernaut 39:23 — Expeditionary power for the Department of Defense & disaster response 44:50 — The analogy between Robinhood and Aetherflux 47:41 — Assigned watching, playing, and reading from Baiju

Christian Keil

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BREAKING: Base Power Raises $1 Billion Series C Led by Addition Zach Dell, Co-Founder & CEO, joins Sourcery to discuss Base's strategic funding, rapid growth, & the world-class talent needed to seize the gigawatt-scale opportunity We Break Down: - $200M Series B to $1B Series C in < 6 months - Building Base Factory One in Austin and plans for more domestic manufacturing - How Base Power is reinventing America’s energy grid with distributed batteries - Why AI & data centers make energy the new bottleneck for innovation. - The culture & team powering one of America’s most ambitious startups Investors: All other major investors are re-investing, including Trust Ventures, Valor Equity Partners, Thrive, Lightspeed, a16z, Altimeter, Stepstone, Elad Gil, 137 Ventures, Terrain, & Waybury. New major investors include Ribbit, CapitalG, Spark, BOND, Lowercarbon, Avenir, Glade Brook, Positive Sum, and 1789. Highlights (00:00) Factory Tour in Austin (01:21) $1 Billion Series C Led by Addition (02:15) Fast-Following $200M Series B (02:52) Growth Metrics: 30% MoM, Thousand+ Waitlist (03:36) Cap Table Breakdown: Addition, Thrive, Valor, a16z, Lightspeed, Ribbit, CapitalG & more (05:00) Strategic Investors: Lennar, Starwood, Endowments (06:30) Investor Involvement: Valor & Addition (08:18) Base Power’s “Blue Collar” Culture: Chop Wood, Carry Water (11:31) Founding Story: From Blackstone & Thrive to Anduril → Base Power (14:00) Recruiting Tesla, SpaceX, Anduril Veterans to Build the Team (16:45) Operational North Stars: Fastest Battery Deployment at Lowest Cost (17:30) Building the First Beloved Brand in Energy (19:00) Attracting Talent to Austin & Base’s Unique Culture (22:30) Energy as the Bottleneck for AI & Data Centers (25:00) Speed to Power: Deploying 100MW+ per Month (27:15) Texas ADER Qualification & National Expansion (30:30) Leadership Lessons: Hiring, Focus & Ruthless Prioritization (34:30) What’s Next: Factory One, New Products, Gigawatt Race Zach Dell Justin Lopas Base Power

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136,350 просмотров • 9 месяцев назад

We profiled the most hyped energy startup in America. Exclusive look inside the $4B startup, Base Power, with co-founders Justin Lopas & Zach Dell A former SpaceX engineer & a Thrive capital investor, rebuilding American energy dominance. Trying to do what SpaceX did to NASA and Anduril to Lockheed. But for energy. Yep, a lot of ambition. So, what do they have to show for it? 0:00 Meet Zach & Justin: Raising $1.3B To Fix America's Grid 1:16 How The Grid Came 4 Minutes From Collapse 1:56 Zach: Why The U.S Desperately Needs A SpaceX for Energy 3:25 Justin Explain's Their Home Battery Installation 4:14 Why Thrive Capital Bet on Zach & Justin (feat. Avery Klemmer) 5:16 How Justin & Zach Met? (Anduril Factory Tour) 6:32 Zach’s Secret Co-founder Test on Justin 7:20 How Base Build Their Competitive MOAT... 10:34 Justin: “Everything you do more than once is a factory” 11:17 Zach: This Is How To Raise $1.3B from Tier-1 Funds... 13:38 How to Build An Elite Team & Culture 14:26 Zach: "I'm Never Stoked To Fire People, But..." 15:33 The Personal Cost of Being An Entrepreneur 16:35 Energy, China and America’s future 18:22 Unpacking The Chip on Zach's Shoulder 19:13 Zach: “I Am Not the CEO This Company Needs in 5 Years” 19:49 Sachin & Adam: Our 3 Biggest Takeaways

We profiled the most hyped energy startup in America. Exclusive look inside the $4B startup, Base Power, with co-founders Justin Lopas & Zach Dell A former SpaceX engineer & a Thrive capital investor, rebuilding American energy dominance. Trying to do what SpaceX did to NASA and Anduril to Lockheed. But for energy. Yep, a lot of ambition. So, what do they have to show for it? 0:00 Meet Zach & Justin: Raising $1.3B To Fix America's Grid 1:16 How The Grid Came 4 Minutes From Collapse 1:56 Zach: Why The U.S Desperately Needs A SpaceX for Energy 3:25 Justin Explain's Their Home Battery Installation 4:14 Why Thrive Capital Bet on Zach & Justin (feat. Avery Klemmer) 5:16 How Justin & Zach Met? (Anduril Factory Tour) 6:32 Zach’s Secret Co-founder Test on Justin 7:20 How Base Build Their Competitive MOAT... 10:34 Justin: “Everything you do more than once is a factory” 11:17 Zach: This Is How To Raise $1.3B from Tier-1 Funds... 13:38 How to Build An Elite Team & Culture 14:26 Zach: "I'm Never Stoked To Fire People, But..." 15:33 The Personal Cost of Being An Entrepreneur 16:35 Energy, China and America’s future 18:22 Unpacking The Chip on Zach's Shoulder 19:13 Zach: “I Am Not the CEO This Company Needs in 5 Years” 19:49 Sachin & Adam: Our 3 Biggest Takeaways

Sachin and Adam

66,684 просмотров • 2 месяцев назад

I sat down with Nicolas Sharp, founder of Attio, to talk in depth about how his company is disrupting the $80 billion CRM market. Attio has raised $116m, is 4x'ing ARR and is one of the fastest growing companies in Europe. We talk about: - Why Attio went against all conventional wisdom and spent years 3 years building the product before launching - Why Attio doesn’t hire ‘Software Engineers’ and who they hire instead. - How Attio chose investors who would back a long-term bet against multi-billion $ incumbents - How Attio is building CRM from first principles for the AI era - Who should you avoid hiring at all costs, and who should you hire for your startup And so much more. If you’re interested in learning about the story of how Nick built Attio into the incredible company it is today and is disrupting one of the most important software categories, you’re going to want to see this. Enjoy // Timestamps 00:00 Intro 00:39 Why Attio spent 3 years building their product before launch 5:05 The Power of Building Systems, Not a Box of Features 9:05 How to know when it’s time to launch 13:30 Nick’s Playbook For a Killer Product Launch 18:09 How To Go From an Investor to a Founder 23:05 How Failure Led to Attio's Big Break 28:07 Why startups need to hire "Hidden Gems," 34:05 Fundraising 49:36 Why Attio Invests In Inexperienced Talent 55:07 The Case For Not Hiring Software Engineers (& Who You Should Hire Instead) 1:02:46 The 8 Persona Hiring Framework 1:09:05 How Attio doesn’t use OKR's 1:27:11 Where does Nick's Ambition and Grit come from? 1:36:59 How Attio is Building CRM from First Principles for the AI era 1:45:29 How to Successfully Market In A Crowded Industry 1:51:10 Breaking Down Attio’s Viral Marketing Strategies 2:02:15 The Change That Had The Biggest Impact on Customer Conversion 2:05:04 Why Attio created A “Reverse Trial” 2:10:16 Why Nick is building from London, not Silicon Valley 2:22:48 The 10-Year Vision for Attio

I sat down with Nicolas Sharp, founder of Attio, to talk in depth about how his company is disrupting the $80 billion CRM market. Attio has raised $116m, is 4x'ing ARR and is one of the fastest growing companies in Europe. We talk about: - Why Attio went against all conventional wisdom and spent years 3 years building the product before launching - Why Attio doesn’t hire ‘Software Engineers’ and who they hire instead. - How Attio chose investors who would back a long-term bet against multi-billion $ incumbents - How Attio is building CRM from first principles for the AI era - Who should you avoid hiring at all costs, and who should you hire for your startup And so much more. If you’re interested in learning about the story of how Nick built Attio into the incredible company it is today and is disrupting one of the most important software categories, you’re going to want to see this. Enjoy // Timestamps 00:00 Intro 00:39 Why Attio spent 3 years building their product before launch 5:05 The Power of Building Systems, Not a Box of Features 9:05 How to know when it’s time to launch 13:30 Nick’s Playbook For a Killer Product Launch 18:09 How To Go From an Investor to a Founder 23:05 How Failure Led to Attio's Big Break 28:07 Why startups need to hire "Hidden Gems," 34:05 Fundraising 49:36 Why Attio Invests In Inexperienced Talent 55:07 The Case For Not Hiring Software Engineers (& Who You Should Hire Instead) 1:02:46 The 8 Persona Hiring Framework 1:09:05 How Attio doesn’t use OKR's 1:27:11 Where does Nick's Ambition and Grit come from? 1:36:59 How Attio is Building CRM from First Principles for the AI era 1:45:29 How to Successfully Market In A Crowded Industry 1:51:10 Breaking Down Attio’s Viral Marketing Strategies 2:02:15 The Change That Had The Biggest Impact on Customer Conversion 2:05:04 Why Attio created A “Reverse Trial” 2:10:16 Why Nick is building from London, not Silicon Valley 2:22:48 The 10-Year Vision for Attio

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26,369 просмотров • 9 месяцев назад

"We have a supply-demand problem in energy today and we need more supply." Base Power CEO Zach Dell and Crusoe CEO Chase Lochmiller on why distributed power is the answer — and what's standing in the way: "We can deploy that capacity much faster and much cheaper than you can in a centralized way. You can do it on-site, and so you can circumvent the transmission constraints of the existing grid." "The way that you interconnect and get residential batteries permitted is completely different. Sometimes different not only at the state level, at the city level, at the AHJ level. That makes our job a lot harder." Chase on what it will take to get there: "A lot of people get scared about the amount of power that data centers are going to consume. They have a fixed pie mindset. We have the technology, the know-how, the capital. It's really about having clarity on the permitting process and the will to do so. It can create a really abundant future for everyone." The Hill & Valley Forum 2026 The Hill & Valley Forum Base Power Crusoe James Burnham

"We have a supply-demand problem in energy today and we need more supply." Base Power CEO Zach Dell and Crusoe CEO Chase Lochmiller on why distributed power is the answer — and what's standing in the way: "We can deploy that capacity much faster and much cheaper than you can in a centralized way. You can do it on-site, and so you can circumvent the transmission constraints of the existing grid." "The way that you interconnect and get residential batteries permitted is completely different. Sometimes different not only at the state level, at the city level, at the AHJ level. That makes our job a lot harder." Chase on what it will take to get there: "A lot of people get scared about the amount of power that data centers are going to consume. They have a fixed pie mindset. We have the technology, the know-how, the capital. It's really about having clarity on the permitting process and the will to do so. It can create a really abundant future for everyone." The Hill & Valley Forum 2026 The Hill & Valley Forum Base Power Crusoe James Burnham

The Hill & Valley Forum

13,368 просмотров • 3 месяцев назад

Eve Bodnia is the co-founder and CEO of Logical Intelligence, which is developing energy-based reasoning models (EBMs) as an alternative to large language models. She argues that LLMs, which operate by recognizing and recombining patterns within language space, are structurally incapable of genuine reasoning. In our conversation, we explore: • The $4 vs. $15,000 benchmark, and what it tells us about the cost of guessing vs. knowing • How Logical Intelligence showed spontaneous knowledge transfer at just 16M parameters • Why systems like chip design, surgical robotics, and power grids need more than probabilistic AI • How meeting Grigori Perelman as a teenager shaped Eve’s views on ego and ownership in science Thank you to the partners who make this possible - Granola: The app that might actually make you love meetings: - : Trusted identity verification for any use case: Timestamps (00:00) Introduction (03:03) Eve’s encounter with Grigori Perelman (09:02) The manifold hypothesis and language (22:58) Spirituality and creativity (27:00) Theory vs. experiment (42:08) Energy-based models explained (48:01) AGI defined (58:09) Early investors in Logical Intelligence (1:03:42) Final meditations

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Karol Hausman is the co-founder and CEO of Physical Intelligence, a robotics company building a general-purpose “AI brain for the physical world.” The company has raised more than $1 billion in funding to develop foundation models that allow robots to operate across many machines, environments, and tasks rather than being programmed for a single purpose. In our conversation, we explore: • The moment a lecture from Sergey Levine convinced him to abandon his PhD research direction and pivot fully to deep learning • The case for building a general “AI brain” for the physical world rather than a single specialized robot • The role of real-world data in training robots, the limits of simulation, and how deployment could create a powerful data flywheel • The unique challenges of physical intelligence and why robots must operate with far higher reliability than language models Thank you to the partners who make this possible - Brex: The intelligent finance platform: - Granola: The app that might actually make you love meetings: Timestamps (00:00) Intro (04:05) Karol’s early fascination with robots (18:21) Karol’s entry point to robotics and PhD program (25:49) Combining robotics with LLMs: The Taylor Swift demo (30:48) The 1970s SHRDLU AI experiment (39:40) How research shapes what Physical Intelligence builds (49:07) The return of reinforcement learning in robotics (1:00:00) NVIDIA’s simulation engines (1:07:31) Compensating for missing senses

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I sat down with Jordi Visser to discuss why bitcoin is the purest AI trade available in the market, breakdown of energy infrastructure, how to invest amid the government shutdown, the Fed/interest rates, and why prediction markets and tokenization are two big themes moving forward. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:04 - Why bitcoin is the purest AI trade 11:43 - The impact of new energy infrastructure 16:53 - How Base Power is building a decentralized grid and other opportunities for investors 23:49 - Why retail spots themes before institutions 32:33 - Retail orange-pilling each other in public 37:25 - What is the impact of government shutdown on financial markets? 40:25 - The rise of prediction markets and tokenization 49:28 - Where to follow Jordi on the internet

I sat down with Jordi Visser to discuss why bitcoin is the purest AI trade available in the market, breakdown of energy infrastructure, how to invest amid the government shutdown, the Fed/interest rates, and why prediction markets and tokenization are two big themes moving forward. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:04 - Why bitcoin is the purest AI trade 11:43 - The impact of new energy infrastructure 16:53 - How Base Power is building a decentralized grid and other opportunities for investors 23:49 - Why retail spots themes before institutions 32:33 - Retail orange-pilling each other in public 37:25 - What is the impact of government shutdown on financial markets? 40:25 - The rise of prediction markets and tokenization 49:28 - Where to follow Jordi on the internet

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110,012 просмотров • 9 месяцев назад

Brex co-founder and CEO Pedro Franceschi believes most people still underestimate how much AI will change the way companies are built. AI isn't just another tool, it's a new foundation for building products, teams, and companies. In this episode of Lightcone Podcast, Pedro Franceschi explains why we're only months into a platform shift as significant as the invention of electricity, why the CEO needs to be the chief AI officer, and why founders should rethink what's possible when intelligence is available on demand. 01:13 – How Pedro Became AI-Pilled 04:08 – The Electricity Analogy 05:21 – Free the Claw 06:56 – Making AI Safe for Enterprise 10:57 – Why Most Companies Are Behind 13:09 – AI Teammates, Not Chatbots 14:22 – The Case for Tokenmaxxing 18:24 – The Company of One 20:54 – The One Thing AI Can't Replace 28:06 – Building Customer World Models 32:58 – Rebuilding Brex Around AI 39:02 – The CEO Must Be the Chief AI Officer 43:50 – Building Company AGI 51:43 – Why We're Still So Early

Brex co-founder and CEO Pedro Franceschi believes most people still underestimate how much AI will change the way companies are built. AI isn't just another tool, it's a new foundation for building products, teams, and companies. In this episode of Lightcone Podcast, Pedro Franceschi explains why we're only months into a platform shift as significant as the invention of electricity, why the CEO needs to be the chief AI officer, and why founders should rethink what's possible when intelligence is available on demand. 01:13 – How Pedro Became AI-Pilled 04:08 – The Electricity Analogy 05:21 – Free the Claw 06:56 – Making AI Safe for Enterprise 10:57 – Why Most Companies Are Behind 13:09 – AI Teammates, Not Chatbots 14:22 – The Case for Tokenmaxxing 18:24 – The Company of One 20:54 – The One Thing AI Can't Replace 28:06 – Building Customer World Models 32:58 – Rebuilding Brex Around AI 39:02 – The CEO Must Be the Chief AI Officer 43:50 – Building Company AGI 51:43 – Why We're Still So Early

Y Combinator

197,159 просмотров • 1 месяц назад

Christina Cacioppo (Christina Cacioppo) is the co-founder and CEO of Vanta, the trust management platform helping 12,000+ companies prove security and compliance. She’s scaled the company from a spreadsheet prototype to a global team of 1,000, most recently raising at a $4.15B valuation. On the Social Radars, Christina shares how she trusted her gut to make unconventional decisions, the lessons she’s learned on delegation and focus, and what it means to stay in founder mode while building one of the fastest-growing companies in SaaS. 00:25 – From Spreadsheet Prototype to Platform 02:00 – Why Security and Compliance Were Broken 04:00 – Convincing the First Customers 06:00 – Scaling to 12,000+ Companies 08:30 – Lessons on Gut Instincts & Leadership 10:30 – Raising at a $4.15B Valuation 12:00 – Staying in Founder Mode

Christina Cacioppo (Christina Cacioppo) is the co-founder and CEO of Vanta, the trust management platform helping 12,000+ companies prove security and compliance. She’s scaled the company from a spreadsheet prototype to a global team of 1,000, most recently raising at a $4.15B valuation. On the Social Radars, Christina shares how she trusted her gut to make unconventional decisions, the lessons she’s learned on delegation and focus, and what it means to stay in founder mode while building one of the fastest-growing companies in SaaS. 00:25 – From Spreadsheet Prototype to Platform 02:00 – Why Security and Compliance Were Broken 04:00 – Convincing the First Customers 06:00 – Scaling to 12,000+ Companies 08:30 – Lessons on Gut Instincts & Leadership 10:30 – Raising at a $4.15B Valuation 12:00 – Staying in Founder Mode

Y Combinator

55,711 просмотров • 9 месяцев назад

Very important point from Tony Dokoupil on Monday’s CBS Evening News with Tony Dokoupil about *why* President Trump’s decision to carry U.S. military operations in Venezuela and move Nicolas Maduro is America First... “We should not expect this to affect gas prices all that much, which does raise the question of how exactly it helps the United States, if it helps the United States at all? What is it actually about? Well, if you zoom out a bit, you can maybe see the outlines of an answer. For decades, Russia, China, and Iran have been building a presence in Venezuela, a base of power and influence in the hemisphere. With Maduro now out, that base of power and influence could be out too.”

Very important point from Tony Dokoupil on Monday’s CBS Evening News with Tony Dokoupil about why President Trump’s decision to carry U.S. military operations in Venezuela and move Nicolas Maduro is America First... “We should not expect this to affect gas prices all that much, which does raise the question of how exactly it helps the United States, if it helps the United States at all? What is it actually about? Well, if you zoom out a bit, you can maybe see the outlines of an answer. For decades, Russia, China, and Iran have been building a presence in Venezuela, a base of power and influence in the hemisphere. With Maduro now out, that base of power and influence could be out too.”

Curtis Houck

87,378 просмотров • 6 месяцев назад

Tudor Achim (Tudor Achim) is the co-founder and CEO of Harmonic, a startup working to solve one of AI’s hardest problems: mathematical reasoning. In our conversation, we explore: • Why Tudor believes math is the fundamental toolkit to understand the world • How Aristotle works and the applications beyond pure mathematics • The reinforcement learning process that lets Harmonic generate synthetic training data and solve problems humans have never attempted • Why Tudor believes AI could surpass human mathematicians on specific tasks within 2–3 years • Why the future of mathematics looks more like GitHub than academic journals Thank you to the partners who make this possible - Brex: The intelligent finance platform: - Guru_HQ: The AI source of truth for work: - Rippling: Stop wasting time on admin tasks, build your startup faster: Timestamps (00:00) Intro (06:28) The mathematical foundations of music (and why Tudor keeps them separate) (12:52) Defining intelligence (22:55) The two breakthroughs that made mathematical AI possible in 2023 (35:25) An overview of Aristotle: the world’s first always-correct mathematical agent (45:34) Math in AI now and what’s next (56:02) History’s alternating rhythm of thinking and measuring (1:00:18) Final meditations

Tudor Achim (Tudor Achim) is the co-founder and CEO of Harmonic, a startup working to solve one of AI’s hardest problems: mathematical reasoning. In our conversation, we explore: • Why Tudor believes math is the fundamental toolkit to understand the world • How Aristotle works and the applications beyond pure mathematics • The reinforcement learning process that lets Harmonic generate synthetic training data and solve problems humans have never attempted • Why Tudor believes AI could surpass human mathematicians on specific tasks within 2–3 years • Why the future of mathematics looks more like GitHub than academic journals Thank you to the partners who make this possible - Brex: The intelligent finance platform: - Guru_HQ: The AI source of truth for work: - Rippling: Stop wasting time on admin tasks, build your startup faster: Timestamps (00:00) Intro (06:28) The mathematical foundations of music (and why Tudor keeps them separate) (12:52) Defining intelligence (22:55) The two breakthroughs that made mathematical AI possible in 2023 (35:25) An overview of Aristotle: the world’s first always-correct mathematical agent (45:34) Math in AI now and what’s next (56:02) History’s alternating rhythm of thinking and measuring (1:00:18) Final meditations

Mario Gabriele 🦊

17,899 просмотров • 3 месяцев назад

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

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

Rajat Suri

143,877 просмотров • 5 месяцев назад

Substack co-founder and CEO Chris Best (Chris Best) is building the publishing platform for independent creators — one where creators succeed by serving their communities. Millions of people now use the app every week, paying for the work they value and fueling a new economic engine for culture. On the Social Radars, Chris shares how a failed essay became their founding manifesto, why their first writer made $100K on day one, and what it means to stay in founder mode while building a platform that reshapes the future of media. 01:05 – The Essay That Sparked Substack 03:00 – $100K on Day One 05:10 – Early Struggles and Conviction to Continue 08:00 – Why Substack Resonated with Writers 11:00 – From Tool to Network Effect 14:20 – Business Model and Growth Levers 17:40 – Substack’s Place in the Media Landscape 21:00 – Building Notes and Clashing with Elon Musk 24:00 – Lessons in Staying in Founder Mode 26:20 – Long-Term Vision for Substack

Substack co-founder and CEO Chris Best (Chris Best) is building the publishing platform for independent creators — one where creators succeed by serving their communities. Millions of people now use the app every week, paying for the work they value and fueling a new economic engine for culture. On the Social Radars, Chris shares how a failed essay became their founding manifesto, why their first writer made $100K on day one, and what it means to stay in founder mode while building a platform that reshapes the future of media. 01:05 – The Essay That Sparked Substack 03:00 – $100K on Day One 05:10 – Early Struggles and Conviction to Continue 08:00 – Why Substack Resonated with Writers 11:00 – From Tool to Network Effect 14:20 – Business Model and Growth Levers 17:40 – Substack’s Place in the Media Landscape 21:00 – Building Notes and Clashing with Elon Musk 24:00 – Lessons in Staying in Founder Mode 26:20 – Long-Term Vision for Substack

Y Combinator

24,955 просмотров • 10 месяцев назад

In this talk, Robert Hackett (Robert Hackett) sits down with Sean Neville (Sean Neville), cofounder of Circle and co-creator of the USDC stablecoin, and Zach Abrams (Zach Abrams), founder of Bridge (now part of Stripe), for a deep dive into the real story behind stablecoins, finding product-market fit, and the future of payments infrastructure. They explore the earliest days of USDC — when stablecoins were far from obvious and regulatory frameworks didn’t exist. Sean shares how his conviction in “money running at internet speed” helped shape a multibillion-dollar asset. Zach recounts Bridge’s pivot from NFTs to stablecoin infrastructure — and how his business has changed since joining Stripe. Together, they break down: - Why stablecoins are having their moment now - What counts as product-market fit (and why founders rarely “feel” it) - The challenges of building crypto and AI products within heavily regulated environments - Why new base-layer chains like Arc, Tempo, and others may be needed - How decentralization, liquidity moats, and interoperability will define the next decade of blockchain adoption - What the future of programmable money and AI-driven financial workflows looks like Whether you’re a founder, a crypto-curious builder, or someone trying to understand where global payments are headed, this conversation — originally recorded live at our recent a16z crypto Founders Summit — offers insights from two operators at the center of an industry-defining transformation. Here's a snippet from the conversation.

In this talk, Robert Hackett (Robert Hackett) sits down with Sean Neville (Sean Neville), cofounder of Circle and co-creator of the USDC stablecoin, and Zach Abrams (Zach Abrams), founder of Bridge (now part of Stripe), for a deep dive into the real story behind stablecoins, finding product-market fit, and the future of payments infrastructure. They explore the earliest days of USDC — when stablecoins were far from obvious and regulatory frameworks didn’t exist. Sean shares how his conviction in “money running at internet speed” helped shape a multibillion-dollar asset. Zach recounts Bridge’s pivot from NFTs to stablecoin infrastructure — and how his business has changed since joining Stripe. Together, they break down: - Why stablecoins are having their moment now - What counts as product-market fit (and why founders rarely “feel” it) - The challenges of building crypto and AI products within heavily regulated environments - Why new base-layer chains like Arc, Tempo, and others may be needed - How decentralization, liquidity moats, and interoperability will define the next decade of blockchain adoption - What the future of programmable money and AI-driven financial workflows looks like Whether you’re a founder, a crypto-curious builder, or someone trying to understand where global payments are headed, this conversation — originally recorded live at our recent a16z crypto Founders Summit — offers insights from two operators at the center of an industry-defining transformation. Here's a snippet from the conversation.

a16z crypto

36,006 просмотров • 7 месяцев назад

Episode #76: Robinhood Co-founder Baiju Bhatt on the Journey to $40B, Building Space Solar Power with Lasers You’re probably familiar with his work as the co-founder of Robinhood. But Baiju Bhatt is also obsessed with space, and recently started Aetherflux, a space solar power company. We get into the physics of using lasers to beam solar power to the Earth, Aetherflux’s early roadmap, and how he went from zero to one building physical products. We also talk through the early days of Robinhood, getting turned down by hundreds of early investors, the accidental launch, how to know if you really have product market fit, how Aaron Levie at Box helped get Robinhood [dot] com, the value of creativity and design, Baiju’s philosophies on combining qualitative and quantitative user research, and his favorite animal and classic car. He also tried to cut my hair. Full episode here on X, or grab a link in the replies. Timestamps: 2:31 Aetherflux: a space solar energy company 2:50 Origins of space solar power in the 40's & 70's 10:31 Safely beaming energy from space to Earth with lasers 13:46 Building floating space solar farms 21:27 Aetherflux's early roadmap 27:08 Growing up with dad as a Physics professor 32:18 Going zero to one building physical products 35:15 Baiju's favorite car, attempting a haircut, contemplating mustaches 38:27 Trying to prove Einstein wrong 41:42 Meeting Robinhood Co-founder Vlad at Stanford 44:10 Starting an algorithmic trading company 46:41 The beginnings of Robinhood 52:04 Getting turned down by hundreds of early investors 56:49 How they convinced Tim Draper to invest 59:39 Getting Robinhood[dot]com because of Aaron Levie 1:01:28 Accidentally launching on a Friday afternoon 1:03:09 How to know if you have Product Market Fit 1:06:35 Combining qualitative and quantitative user research 1:14:23 Loving cats despite being allergic

Episode #76: Robinhood Co-founder Baiju Bhatt on the Journey to $40B, Building Space Solar Power with Lasers You’re probably familiar with his work as the co-founder of Robinhood. But Baiju Bhatt is also obsessed with space, and recently started Aetherflux, a space solar power company. We get into the physics of using lasers to beam solar power to the Earth, Aetherflux’s early roadmap, and how he went from zero to one building physical products. We also talk through the early days of Robinhood, getting turned down by hundreds of early investors, the accidental launch, how to know if you really have product market fit, how Aaron Levie at Box helped get Robinhood [dot] com, the value of creativity and design, Baiju’s philosophies on combining qualitative and quantitative user research, and his favorite animal and classic car. He also tried to cut my hair. Full episode here on X, or grab a link in the replies. Timestamps: 2:31 Aetherflux: a space solar energy company 2:50 Origins of space solar power in the 40's & 70's 10:31 Safely beaming energy from space to Earth with lasers 13:46 Building floating space solar farms 21:27 Aetherflux's early roadmap 27:08 Growing up with dad as a Physics professor 32:18 Going zero to one building physical products 35:15 Baiju's favorite car, attempting a haircut, contemplating mustaches 38:27 Trying to prove Einstein wrong 41:42 Meeting Robinhood Co-founder Vlad at Stanford 44:10 Starting an algorithmic trading company 46:41 The beginnings of Robinhood 52:04 Getting turned down by hundreds of early investors 56:49 How they convinced Tim Draper to invest 59:39 Getting Robinhood[dot]com because of Aaron Levie 1:01:28 Accidentally launching on a Friday afternoon 1:03:09 How to know if you have Product Market Fit 1:06:35 Combining qualitative and quantitative user research 1:14:23 Loving cats despite being allergic

The Peel

27,354 просмотров • 1 год назад

New episode with Dr. Konrad Kording (Kording Lab 🦖), professor of bioengineering and neuroscience at the University of Pennsylvania (Penn) and co-director of CIFAR's Learning in Machines & Brains program (CIFAR). Konrad works at the intersection of causality, machine learning, and neuroscience, building rigorous methods for causal reasoning when experiments aren't possible — and challenging how researchers interpret neural data and build AI. Konrad argues the most promising path to understanding how the brain works is to read the brain’s wiring directly, down to the molecular detail of each connection, and to build compilers and simulations to understand the brain’s computation directly. In this episode we go deep into how neurons work, how neurons wire together, and how organic and artificial neural networks differ. We discuss why organic neurons are doing much more; how a model of a single organic neuron can solve MNIST — computing more like a 3-layer artificial neural network; how the brain might learn by solving credit assignment with only local signals; how to approximate backprop without a global algorithm; why AI and humans are intelligent along different dimensions; why Konrad isn’t very worried about AI replacing us; economic models of intelligence and physical work; and much more. Konrad is a brilliant, contrarian thinker who explains complex concepts very intuitively. It is a solid computational neuroscience primer. I hope you enjoy this conversation as much as I did! Other links to this episode and references below. Chapters 00:00:00 Introduction 00:01:01 How organic neurons work 00:24:13 How the brain learns: circuits and credit assignment 00:45:29 Recording the brain 00:52:47 Why simulating brains is hard 01:05:00 A new approach: connectomes and compilers 01:21:00 Why simulate brains? 01:29:50 How AI and human intelligence differ 01:41:04 Evolution, intelligence and AI risk 01:52:42 Robotics, causality, and the roots of intelligence 02:05:53 AI for science and scientific rigor 02:13:05 The economics of intelligence 02:27:50 A hopeful future

New episode with Dr. Konrad Kording (Kording Lab 🦖), professor of bioengineering and neuroscience at the University of Pennsylvania (Penn) and co-director of CIFAR's Learning in Machines & Brains program (CIFAR). Konrad works at the intersection of causality, machine learning, and neuroscience, building rigorous methods for causal reasoning when experiments aren't possible — and challenging how researchers interpret neural data and build AI. Konrad argues the most promising path to understanding how the brain works is to read the brain’s wiring directly, down to the molecular detail of each connection, and to build compilers and simulations to understand the brain’s computation directly. In this episode we go deep into how neurons work, how neurons wire together, and how organic and artificial neural networks differ. We discuss why organic neurons are doing much more; how a model of a single organic neuron can solve MNIST — computing more like a 3-layer artificial neural network; how the brain might learn by solving credit assignment with only local signals; how to approximate backprop without a global algorithm; why AI and humans are intelligent along different dimensions; why Konrad isn’t very worried about AI replacing us; economic models of intelligence and physical work; and much more. Konrad is a brilliant, contrarian thinker who explains complex concepts very intuitively. It is a solid computational neuroscience primer. I hope you enjoy this conversation as much as I did! Other links to this episode and references below. Chapters 00:00:00 Introduction 00:01:01 How organic neurons work 00:24:13 How the brain learns: circuits and credit assignment 00:45:29 Recording the brain 00:52:47 Why simulating brains is hard 01:05:00 A new approach: connectomes and compilers 01:21:00 Why simulate brains? 01:29:50 How AI and human intelligence differ 01:41:04 Evolution, intelligence and AI risk 01:52:42 Robotics, causality, and the roots of intelligence 02:05:53 AI for science and scientific rigor 02:13:05 The economics of intelligence 02:27:50 A hopeful future

Juan Benet

49,297 просмотров • 22 дней назад