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🚨INTERVIEW SPECIAL!: Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN (0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel Roberts -------------------------------------- Our episode is sponsored by the New York...

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The All-In Podcast

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303,492 просмотров • 6 месяцев назад •via X (Twitter)

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Panel discussions usually suck. This one didn't (for the AI community). It is of NVIDIA CEO/founder Jensen Huang interviewing 10 CEOs from frontier AI labs about what's happening in Open Models. In audience was thousands of the world's top AI thinkers. CEOs on stage in the first part: Harrison Chase, CEO of Langchain. Mira Murati, CEO of Thinking Machines. Aravind Srinivas, CEO of Perplexity. Michael Truell, CEO of Cursor. Misha Laskin, CEO of Reflection Labs. CEOs on stage in the second part: Arthur Mensch, CEO of Mistral. Daniel Nadler, CEO of OpenEvidence. Hanna Hajishirzi, CEO of Ai2. Robin Rombach, CEO of Black Forest Labs. Anjney Midha, CEO of AMP. It was funny how Jensen gave Arthur heck for his accent. But it was true, it was hard to understand what he was talking about for a while. Here is the transcript and what Grok learned by watching this: Grok concludes: "If you're interested in where AI applications and infrastructure are heading in the next 1–3 years, this panel is a goldmine of unfiltered CEO-level insight."
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Panel discussions usually suck. This one didn't (for the AI community). It is of NVIDIA CEO/founder Jensen Huang interviewing 10 CEOs from frontier AI labs about what's happening in Open Models. In audience was thousands of the world's top AI thinkers. CEOs on stage in the first part: Harrison Chase, CEO of Langchain. Mira Murati, CEO of Thinking Machines. Aravind Srinivas, CEO of Perplexity. Michael Truell, CEO of Cursor. Misha Laskin, CEO of Reflection Labs. CEOs on stage in the second part: Arthur Mensch, CEO of Mistral. Daniel Nadler, CEO of OpenEvidence. Hanna Hajishirzi, CEO of Ai2. Robin Rombach, CEO of Black Forest Labs. Anjney Midha, CEO of AMP. It was funny how Jensen gave Arthur heck for his accent. But it was true, it was hard to understand what he was talking about for a while. Here is the transcript and what Grok learned by watching this: Grok concludes: "If you're interested in where AI applications and infrastructure are heading in the next 1–3 years, this panel is a goldmine of unfiltered CEO-level insight."

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90,011 просмотров • 6 месяцев назад

Startup Life in Davos: Four Dudes to a Room Last week, @jason went around Davos "Man on the Street" style, interviewing attendees. Here is Kush Bavaria explaining startup life in Davos: ------------------------------------ Thanks to our partner for making this happen!: Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE 🏛.
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"LM Arena is a cancer on AI. Labs have entire teams dedicated to hacking it." Edwin Chen (echen), CEO of Surge AI, on why the industry's favorite benchmark is broken and how Surge hit $1.2 billion in revenue without ever raising. Aravind Srinivas (Aravind Srinivas), CEO of Perplexity, on Apple's AI advantage, Claude Code economics, the endgame of coding, and Perplexity Computer. They join @jason on This Week in AI Episode 10: 00:00 Intro to Aravind Srinivas and Edwin Chen 05:25 Edwin on Surge: School for AGI 10:47 What Apple's next CEO should do 21:20 "The iPhone is not getting disrupted by AI" 23:55 Bootstrapping Surge past $1B without raising 30:58 Claude Code as a loss leader 33:30 Are we in the endgame for coding? 41:34 30% headcount growth, 5x revenue 50:29 "People don't buy models, they buy products" 58:00 "LM Arena is a cancer on AI" 1:05:41 Model Council and orchestrating frontier models Full episode on YT, Spotify, and Apple Podcasts below: Perplexity Surge AI
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LIQUIDITY: Palo Alto Networks CEO Nikesh Arora Nikesh Arora joins The Besties: -- The Claude Mythos hype is real (found 5 years worth of bugs in 6 weeks) -- Analytical SaaS is DEAD, infra software is undervalued -- M&A playbook -- Armchair CEO: Google first to $10T? (0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found 5-6 years worth of vulnerabilities in 6 weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what survives the AI wave? (14:06) If models become a utility, where will the money be made? (20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI (28:22) Palo Alto's M&A playbook and the path to $1 trillion Thanks to our partners for making this possible! EY (EY) - AI ambition isn’t enough. Value Blueprints move organizations beyond pilots embedding measurable business value by design. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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LIQUIDITY: Palo Alto Networks CEO Nikesh Arora Nikesh Arora joins The Besties: -- The Claude Mythos hype is real (found 5 years worth of bugs in 6 weeks) -- Analytical SaaS is DEAD, infra software is undervalued -- M&A playbook -- Armchair CEO: Google first to $10T? (0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found 5-6 years worth of vulnerabilities in 6 weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what survives the AI wave? (14:06) If models become a utility, where will the money be made? (20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI (28:22) Palo Alto's M&A playbook and the path to $1 trillion Thanks to our partners for making this possible! EY (EY) - AI ambition isn’t enough. Value Blueprints move organizations beyond pilots embedding measurable business value by design. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

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CoreWeave CEO: The GPU Depreciation Debate is Nonsense Being Pushed by Short Sellers CoreWeave CEO Michael Intrator: “ My take on the GPU depreciation debate is that it's nonsense.” “It's a debate that is being brought to the forefront by some traders that have a short position in the stock and they're trying to talk down.” “Look, here's what we know when we buy infrastructure: we're a success-based company, right? We're a small company, on a relative basis, compared to the enormous companies that we're competing with.” “And so our clients come into us and they buy compute for five years, for six years. Our average contract is five years.” “So any commentary by anyone, either inside or outside of the industry, that this stuff becomes obsolete in 16 months or whatever nonsense they're spewing, it doesn't in any way match up with the facts on the ground.” “The fact on the ground is, they're buying it for five years.” “And my approach to this has always been, if people are willing to pay me for it, it still has value. Pretty simple way of approaching it.” “We use a six year depreciation. We believe that the GPUs will last in excess of six years, but we felt like that was a fair and reasonable approach to a technology cycle that's moving at this velocity.” ------------------------------------------ Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE 🏛 -

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Perplexity co-founder and CEO Aravind Srinivas (Aravind Srinivas) on the race to build the AI browser of the future. At AI Startup School in San Francisco. 00:48 - Perplexity's Current Status and Challenges 01:16 - Future Plans: The Browser Bet 03:18 - Competition and Market Dynamics 04:43 - The Importance of Speed and Innovation 05:51 - Founding Perplexity: The Early Days 09:18 - Product Evolution and User Experience 19:44 - Running the Company and Future Outlook 20:15 - AI Tools in Software Engineering 20:31 - Adoption and Implementation of AI Coding Tools 21:11 - Challenges and Benefits of AI in Development 22:35 - Brand Value and Competition 23:56 - Network Effects and Integrations 27:40 - Business Model and Revenue Streams 29:54 - Advice for Founders 31:33 - Audience Q&A

Y Combinator

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The All-In Podcast

212,673 просмотров • 4 месяцев назад

LIQUIDITY: The IPO Comeback Panel Brad Gerstner, Andrew Feldman, and Will Marshall join @jason and Chamath Palihapitiya for a panel on the 2026 IPO market from a founder's perspective. (0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for datacenters in space (19:28) Cerebras business breakdown, AI's impact on the silicon market (24:45) How Founder/CEOs think about liquidity on the road to going public Thanks to our partners for making this possible! EY (EY) - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what’s next. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
32:28

LIQUIDITY: The IPO Comeback Panel Brad Gerstner, Andrew Feldman, and Will Marshall join @jason and Chamath Palihapitiya for a panel on the 2026 IPO market from a founder's perspective. (0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for datacenters in space (19:28) Cerebras business breakdown, AI's impact on the silicon market (24:45) How Founder/CEOs think about liquidity on the road to going public Thanks to our partners for making this possible! EY (EY) - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what’s next. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

The All-In Podcast

89,138 просмотров • 4 месяцев назад

Jeffrey Sprecher, CEO of Intercontinental Exchange: "The New York Stock Exchange was started to finance a brand new government and a brand new vision for our country— so it's amazing that 250 years later, President Donald J. Trump is making that available to all Americans, directly."
0:51

Jeffrey Sprecher, CEO of Intercontinental Exchange: "The New York Stock Exchange was started to finance a brand new government and a brand new vision for our country— so it's amazing that 250 years later, President Donald J. Trump is making that available to all Americans, directly."

Rapid Response 47

59,742 просмотров • 3 месяцев назад

LIQUIDITY: Inside the Private Stock Market Boom Brad Gerstner (Brad Gerstner), Gavin Baker (Gavin Baker), and Kelly Rodriques (Forge) join @jason and Chamath Palihapitiya to discuss the secondary market gold rush. (0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming & Competing with IPOs (3:10) Why Companies are Staying Private So Long? (9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market Access (13:28) Secondary Markets as Exit Liquidity (27:00) The Private Market Bubble? (32:03) Hottest Secondary Companies Right Now Thanks to our partners for making this possible! EY (EY) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
39:37

LIQUIDITY: Inside the Private Stock Market Boom Brad Gerstner (Brad Gerstner), Gavin Baker (Gavin Baker), and Kelly Rodriques (Forge) join @jason and Chamath Palihapitiya to discuss the secondary market gold rush. (0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming & Competing with IPOs (3:10) Why Companies are Staying Private So Long? (9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market Access (13:28) Secondary Markets as Exit Liquidity (27:00) The Private Market Bubble? (32:03) Hottest Secondary Companies Right Now Thanks to our partners for making this possible! EY (EY) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

The All-In Podcast

129,032 просмотров • 4 месяцев назад

My conversation with tobi lutke, founder and CEO of Shopify. Timestamps: (0:00) Intro (0:49) A problem worth solving (5:58) Building products people love (10:14) Why originality matters (11:47) Conformity in Silicon Valley (15:47) Founder-led companies (18:44) Shopify’s AI transition (23:52) Building with urgency (26:52) AI for small businesses (35:18) Raising the standard of living (41:11) Predicting the future with AI (48:14) Changing perception on talent (55:34) Reading and curiosity
58:01

My conversation with tobi lutke, founder and CEO of Shopify. Timestamps: (0:00) Intro (0:49) A problem worth solving (5:58) Building products people love (10:14) Why originality matters (11:47) Conformity in Silicon Valley (15:47) Founder-led companies (18:44) Shopify’s AI transition (23:52) Building with urgency (26:52) AI for small businesses (35:18) Raising the standard of living (41:11) Predicting the future with AI (48:14) Changing perception on talent (55:34) Reading and curiosity

Jack Altman

319,188 просмотров • 4 месяцев назад

Millions of views. Tens of dollars. On Founder Mode, Kajabi CEO breaks down why creators burn out—and how to flip it. → 2025 is a reckoning → Don’t chase virality. Build systems. → Content market fit is the new MVP → Ownership > algorithm Not every creator is a CEO. But every great one will be. CHAPTERS 00:00 – Why “Creator CEO” is the Future of the Creator Economy 06:51 – Building for Everyday People and Customer Obsession at Kajabi 12:55 – Content Market Fit and Monetizing Beyond Virality 17:36 – Using AI to Scale Without Losing the Human Touch 25:07 – Leadership Cadence and Work-Life Integration as a Post-Founder CEO
33:35

Millions of views. Tens of dollars. On Founder Mode, Kajabi CEO breaks down why creators burn out—and how to flip it. → 2025 is a reckoning → Don’t chase virality. Build systems. → Content market fit is the new MVP → Ownership > algorithm Not every creator is a CEO. But every great one will be. CHAPTERS 00:00 – Why “Creator CEO” is the Future of the Creator Economy 06:51 – Building for Everyday People and Customer Obsession at Kajabi 12:55 – Content Market Fit and Monetizing Beyond Virality 17:36 – Using AI to Scale Without Losing the Human Touch 25:07 – Leadership Cadence and Work-Life Integration as a Post-Founder CEO

Kevin Henrikson

10,488 просмотров • 1 год назад