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My conversation with Ben Thompson. Ben has been writing Stratechery for over a decade and remains one of my favorite business thinkers. We covered a lot. Every important company in the industry and the forces acting on all of them. - Why he thinks it would be problematic for...

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Patrick OShaughnessy

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1,461,873 просмотров • 8 дней назад •via X (Twitter)

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Matthew Berman

152,595 просмотров • 1 год назад

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a16z

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Patrick OShaughnessy

893,210 просмотров • 4 месяцев назад

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Mario Nawfal

1,779,641 просмотров • 6 месяцев назад

Here's my 5-hour conversation with Dylan Patel and Nathan Lambert on DeepSeek, China, OpenAI, NVIDIA, xAI, Google, Anthropic, Meta, Microsoft, TSMC, Stargate, megacluster buildouts, RL, reasoning, and a lot of other topics at the cutting edge of AI. This is was a mind-blowing, super-technical, and fun conversation. Yes, we discuss r1 and o3-mini, but more importantly we look into the future of technology, geopolitics, and humanity in a world that stands on the precipice of a global AI revolution. The first 4 hours are here on X (4 hours is current limit), and the full 5 hours are up everywhere else. Links in comment. Timestamps: 0:00 - Introduction 3:33 - DeepSeek-R1 and DeepSeek-V3 25:07 - Low cost of training 51:25 - DeepSeek compute cluster 58:57 - Export controls on GPUs to China 1:09:16 - AGI timeline 1:18:41 - China's manufacturing capacity 1:26:36 - Cold war with China 1:31:05 - TSMC and Taiwan 1:54:44 - Best GPUs for AI 2:09:36 - Why DeepSeek is so cheap 2:22:55 - Espionage 2:31:57 - Censorship 2:44:52 - Andrej Karpathy and magic of RL 2:55:23 - OpenAI o3-mini vs DeepSeek r1 3:14:31 - NVIDIA 3:18:58 - GPU smuggling 3:25:36 - DeepSeek training on OpenAI data 3:36:04 - AI megaclusters 4:11:26 - Who wins the race to AGI? 4:21:39 - AI agents 4:30:21 - Programming and AI 4:37:49 - Open source 4:47:01 - Stargate 4:54:30 - Future of AI
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Lex Fridman

1,154,540 просмотров • 1 год назад

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Tommy

24,342 просмотров • 29 дней назад

My guests on Uncapped this week are Kevin Hartz and Bennett Siegel, co-founders of the early stage VC firm A*. They've backed companies like Notion, Mercor, Ramp, Decagon, Similie, and many more. They also announced a new $450m fund today. We discussed the state of venture capital firms in the current AI cycle, what it means for seed specialists, trends with great founders, and what they're seeing in AI. Timestamps: (0:00) Intro (0:25) The A* Capital story (1:16) Why big funds went into seed (7:50) The mother of all bubbles (10:46) Why founders are getting younger (13:00) Mapping talent, not markets (16:31) The rise of AI researcher founders (19:16) Why seed investing is so hard (22:54) Concentration and venture returns (27:34) The AI rollup craze (31:15) AI vs traditional software (33:15) Robotics and the future of AI (35:39) What’s next for A*
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My guests on Uncapped this week are Kevin Hartz and Bennett Siegel, co-founders of the early stage VC firm A*. They've backed companies like Notion, Mercor, Ramp, Decagon, Similie, and many more. They also announced a new $450m fund today. We discussed the state of venture capital firms in the current AI cycle, what it means for seed specialists, trends with great founders, and what they're seeing in AI. Timestamps: (0:00) Intro (0:25) The A* Capital story (1:16) Why big funds went into seed (7:50) The mother of all bubbles (10:46) Why founders are getting younger (13:00) Mapping talent, not markets (16:31) The rise of AI researcher founders (19:16) Why seed investing is so hard (22:54) Concentration and venture returns (27:34) The AI rollup craze (31:15) AI vs traditional software (33:15) Robotics and the future of AI (35:39) What’s next for A*

Jack Altman

57,630 просмотров • 3 месяцев назад

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Keith Rabois: Israel, OpenAI, Opendoor, and DOGE The US government is over $37 trillion in debt. But what if there were a way out? Legendary investor and Khosla Ventures Managing Director Keith Rabois thinks that AI will turbocharge GDP growth to 4-6% a year, allowing us to grow our way out of the debt crisis. We sat down with Keith to discuss why he believes the US is entering a new economic expansion, whether sovereign AI projects are inevitable, the future of Google and Microsoft, why OpenAI is so dominant, and the prospects for peace in the Middle East. 00:00 Intro 00:45 Iran neutralized & rise of sovereign AI 02:30 Trump’s second term, growth, & Fed battles 04:05 Government shutdown, deregulation & media collapse 07:05 Elon–Trump reconciliation & growth vs austerity 09:05 AI’s GDP impact & America’s next boom 11:35 OpenAI’s dominance & Google’s existential challenge 15:05 The coming AI hardware revolution 19:25 Big tech under AI pressure: Amazon, Microsoft, Meta, Apple 31:10 Opendoor and the Amazon-for-homes thesis 37:10 The state of fintech 46:01 Why experts don’t innovate Keith Rabois Alex Rampell Erik Torenberg

a16z

447,192 просмотров • 10 месяцев назад

Ray Dalio on AI, the debt crisis and what actually makes people happy. (0:00) The Hidden Civil War Happening in the US (5:00) What Caused This Mass Polarization? (8:03) Will the Advancement of Tech Destroy Us? (15:44) Ray Dalio’s Predictions About AI (19:09) AI’s Impact on Economics (26:21) Should We End the Development of AI? (28:19) China vs. the US In the Race for AI Advancement (32:00) Are We Seeing the End of Academia? (35:54) How Advanced Tech Will Impact Harmony, Happiness, and God Includes paid partnerships.
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Ray Dalio on AI, the debt crisis and what actually makes people happy. (0:00) The Hidden Civil War Happening in the US (5:00) What Caused This Mass Polarization? (8:03) Will the Advancement of Tech Destroy Us? (15:44) Ray Dalio’s Predictions About AI (19:09) AI’s Impact on Economics (26:21) Should We End the Development of AI? (28:19) China vs. the US In the Race for AI Advancement (32:00) Are We Seeing the End of Academia? (35:54) How Advanced Tech Will Impact Harmony, Happiness, and God Includes paid partnerships.

Tucker Carlson

3,005,638 просмотров • 1 год назад

AI has ignited a consumer renaissance. My friend Kevin Rose is a legend in consumer tech. He founded a number of early internet startups, including Digg, where he invented an early predecessor to the now ubiquitous like button. He’s now a partner at True Ventures and recently relaunched Digg. We had a wide-ranging conversation on all things consumer tech, including why I think AI code will be an entire industry, why Kevin looks for “weird and working” products, Kevin’s dinners with Mark Zuckerberg, and how AI products will affect the human experience. 00:00 Intro 02:10 How we met 07:50 AI’s Renaissance for Consumer Products 11:48 Companionship apps and the future of human connection 14:01 The optimistic and pessimistic views on AI relationships 19:18 Poke and emotional primitives 21:05 Weird and working: how to spot great founders 30:05 AI companions and AI in relationships 40:08 The modern AI dev stack and building apps solo 47:25 AI music, creativity, and the next cultural wave 53:50 Curiosity, risk, and finding the next big thing 01:15:00 Always-on recording and social norms in tech
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AI has ignited a consumer renaissance. My friend Kevin Rose is a legend in consumer tech. He founded a number of early internet startups, including Digg, where he invented an early predecessor to the now ubiquitous like button. He’s now a partner at True Ventures and recently relaunched Digg. We had a wide-ranging conversation on all things consumer tech, including why I think AI code will be an entire industry, why Kevin looks for “weird and working” products, Kevin’s dinners with Mark Zuckerberg, and how AI products will affect the human experience. 00:00 Intro 02:10 How we met 07:50 AI’s Renaissance for Consumer Products 11:48 Companionship apps and the future of human connection 14:01 The optimistic and pessimistic views on AI relationships 19:18 Poke and emotional primitives 21:05 Weird and working: how to spot great founders 30:05 AI companions and AI in relationships 40:08 The modern AI dev stack and building apps solo 47:25 AI music, creativity, and the next cultural wave 53:50 Curiosity, risk, and finding the next big thing 01:15:00 Always-on recording and social norms in tech

Anish Acharya

38,002 просмотров • 10 месяцев назад

David Sacks on Polytheistic AI, Better Crypto Regulation, Beating China, and Fixing SF David Sacks is the White House AI and Crypto Czar. He joined a16z’s Marc Andreessen, Ben Horowitz, and Erik Torenberg for a conversation covering the importance of beating China in the AI race, the need for a federal standard for crypto regulation, how AI doomerism is replacing climate doomerism, how to solve the energy bottleneck in AI development, the path to fixing San Francisco, and more. 00:00 The state of AI and crypto policy 16:20 Orwellian AI and the real risks of AI 32:26 AI capabilities and pullback from AGI hype 39:18 Open-source AI, decentralization, and software freedom 46:28 Winning the AI race through innovation and exports 53:38 The energy bottleneck and America’s infrastructure challenge 59:48 AI doomerism and political narratives 01:13:30 San Francisco’s future David Sacks Marc Andreessen 🇺🇸 benahorowitz.eth Erik Torenberg
1:17:29

David Sacks on Polytheistic AI, Better Crypto Regulation, Beating China, and Fixing SF David Sacks is the White House AI and Crypto Czar. He joined a16z’s Marc Andreessen, Ben Horowitz, and Erik Torenberg for a conversation covering the importance of beating China in the AI race, the need for a federal standard for crypto regulation, how AI doomerism is replacing climate doomerism, how to solve the energy bottleneck in AI development, the path to fixing San Francisco, and more. 00:00 The state of AI and crypto policy 16:20 Orwellian AI and the real risks of AI 32:26 AI capabilities and pullback from AGI hype 39:18 Open-source AI, decentralization, and software freedom 46:28 Winning the AI race through innovation and exports 53:38 The energy bottleneck and America’s infrastructure challenge 59:48 AI doomerism and political narratives 01:13:30 San Francisco’s future David Sacks Marc Andreessen 🇺🇸 benahorowitz.eth Erik Torenberg

a16z

2,229,761 просмотров • 9 месяцев назад

For nearly two decades, Box co-founder and CEO Aaron Levie (Aaron Levie) has been at the frontlines of how technology reshapes work—guiding the company through the rise of mobile, the cloud, and now the age of AI. In his fireside with YC's David Lieb at AI Startup School, Aaron reflects on adapting a company for the long term, staying relevant across multiple waves, and why he believes AI is the most transformative shift yet. 00:00 – AI hype vs. reality inside companies 01:00 – Early days: starting Box in 2005 03:30 – Pivoting from consumer storage to enterprise cloud 05:45 – Cloud transition lessons vs. AI today 07:10 – Why unstructured data is AI’s biggest opportunity 09:05 – Will AI replace jobs or create more work? 13:15 – Startups vs. incumbents in the AI era 15:20 – Finding the next “nouns and verbs” for startups 20:25 – Rethinking SaaS business models for AI agents 27:05 – Why companies won’t just build everything in-house 31:15 – Advice to young founders 35:40 – Fulfillment and meaning of life 36:40 – Enterprise design and craft in SaaS 39:00 – Competing with incumbents
40:27

For nearly two decades, Box co-founder and CEO Aaron Levie (Aaron Levie) has been at the frontlines of how technology reshapes work—guiding the company through the rise of mobile, the cloud, and now the age of AI. In his fireside with YC's David Lieb at AI Startup School, Aaron reflects on adapting a company for the long term, staying relevant across multiple waves, and why he believes AI is the most transformative shift yet. 00:00 – AI hype vs. reality inside companies 01:00 – Early days: starting Box in 2005 03:30 – Pivoting from consumer storage to enterprise cloud 05:45 – Cloud transition lessons vs. AI today 07:10 – Why unstructured data is AI’s biggest opportunity 09:05 – Will AI replace jobs or create more work? 13:15 – Startups vs. incumbents in the AI era 15:20 – Finding the next “nouns and verbs” for startups 20:25 – Rethinking SaaS business models for AI agents 27:05 – Why companies won’t just build everything in-house 31:15 – Advice to young founders 35:40 – Fulfillment and meaning of life 36:40 – Enterprise design and craft in SaaS 39:00 – Competing with incumbents

Y Combinator

236,530 просмотров • 11 месяцев назад

FULL INTERVIEW: travis kalanick joins TBPN to discuss his new company Atoms, physical AI, Uber, and more: 01:18 - Why he's been building in stealth for 8 years 04:32 - Atoms and the future of physical AI 08:10 - Creating a culture of builders 12:05 - Lessons from Uber 24:30 - The vision for physical AI and robotics 31:15 - Why humans will be the main beneficiaries of AI 38:20 - Mining, autonomous robots, automation 47:05 - Why Travis moved to Texas
58:14

FULL INTERVIEW: travis kalanick joins TBPN to discuss his new company Atoms, physical AI, Uber, and more: 01:18 - Why he's been building in stealth for 8 years 04:32 - Atoms and the future of physical AI 08:10 - Creating a culture of builders 12:05 - Lessons from Uber 24:30 - The vision for physical AI and robotics 31:15 - Why humans will be the main beneficiaries of AI 38:20 - Mining, autonomous robots, automation 47:05 - Why Travis moved to Texas

TBPN

627,591 просмотров • 5 месяцев назад

Had a great talk with Anjney Midha about why he left a16z to start AMP PBC (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like Harry Stebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy! 00:00 Introduction to AMP and AI Infrastructure 03:07 Transition from A16Z to AMP 06:01 Understanding AMP's Role in AI Compute 08:57 The Concept of a Compute Grid 11:59 The Need for Standardization in AI Infrastructure 14:59 Education and Collaboration in AI Development 17:59 Global Perspectives on AI Infrastructure 21:03 Japan's Role in AI and Robotics 23:14 Cultural Connections: Japan and Germany 25:08 The Journey to Teaching at Stanford 26:04 Security in Infrastructure: Lessons Learned 27:50 Cybersecurity and AI: A New Frontier 29:27 The Importance of Redundancy in Cybersecurity 30:39 Investing in AI: The Anthropic Experience 32:54 Wealth Creation and Public Participation 34:06 Infrastructure Bottlenecks in AI Development 36:57 Global Perspectives on Data Centers 39:11 The Need for Education on AI Benefits 42:07 Learning from China: A Systems Approach 45:47 Conclusion: Coordinating the Western Frontier
46:14

Had a great talk with Anjney Midha about why he left a16z to start AMP PBC (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like Harry Stebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy! 00:00 Introduction to AMP and AI Infrastructure 03:07 Transition from A16Z to AMP 06:01 Understanding AMP's Role in AI Compute 08:57 The Concept of a Compute Grid 11:59 The Need for Standardization in AI Infrastructure 14:59 Education and Collaboration in AI Development 17:59 Global Perspectives on AI Infrastructure 21:03 Japan's Role in AI and Robotics 23:14 Cultural Connections: Japan and Germany 25:08 The Journey to Teaching at Stanford 26:04 Security in Infrastructure: Lessons Learned 27:50 Cybersecurity and AI: A New Frontier 29:27 The Importance of Redundancy in Cybersecurity 30:39 Investing in AI: The Anthropic Experience 32:54 Wealth Creation and Public Participation 34:06 Infrastructure Bottlenecks in AI Development 36:57 Global Perspectives on Data Centers 39:11 The Need for Education on AI Benefits 42:07 Learning from China: A Systems Approach 45:47 Conclusion: Coordinating the Western Frontier

Nathan Lands

28,858 просмотров • 4 месяцев назад

ALL-IN LIQUIDITY IS LIVE! First up: OpenAI CFO Sarah Friar! -- IPO timeline -- AI rivalries and the arms race -- OpenAI's economics at scale -- Navigating the compute crunch -- New device teaser! -- Ads strategy (0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! (15:53) OpenAI's economics (26:08) Push into chips, the cloud (29:32) OpenAI's ad business and strategy Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. 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 - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
32:01

ALL-IN LIQUIDITY IS LIVE! First up: OpenAI CFO Sarah Friar! -- IPO timeline -- AI rivalries and the arms race -- OpenAI's economics at scale -- Navigating the compute crunch -- New device teaser! -- Ads strategy (0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! (15:53) OpenAI's economics (26:08) Push into chips, the cloud (29:32) OpenAI's ad business and strategy Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. 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 - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

The All-In Podcast

81,835 просмотров • 2 месяцев назад

Building the next AI trading bot? You might need some chips... In our latest podcast, Tausif Ahmed, Chief Business Development Officer at io.net sits down with Block Fuel at ETHDenver. We jump into AI agents, decentralized computing, and why democratizing access to the latest $NVDA chips is so important. While there's no shortage of noise around AI/Blockchain, chip demand is real, tangible, and growing so follow along as we cover this sector further. 00:27 Diving into AI Agents 01:22 AI Agents and Decentralized Computing 03:47 The Importance of Compute and Data for AI 05:31 Democratizing Access to Compute 07:50 The Role of Compute in AI Development 09:26 Market Dynamics and Supplier Relationships 14:22 Partnership with Injective 15:22 Future of Compute and AI
0:45

Building the next AI trading bot? You might need some chips... In our latest podcast, Tausif Ahmed, Chief Business Development Officer at io.net sits down with Block Fuel at ETHDenver. We jump into AI agents, decentralized computing, and why democratizing access to the latest $NVDA chips is so important. While there's no shortage of noise around AI/Blockchain, chip demand is real, tangible, and growing so follow along as we cover this sector further. 00:27 Diving into AI Agents 01:22 AI Agents and Decentralized Computing 03:47 The Importance of Compute and Data for AI 05:31 Democratizing Access to Compute 07:50 The Role of Compute in AI Development 09:26 Market Dynamics and Supplier Relationships 14:22 Partnership with Injective 15:22 Future of Compute and AI

21Rates

16,543 просмотров • 1 год назад

DROPS E27: Ben from Talus Labs: Building the Future of Decentralized AI Agents In this episode Ben breaks down why AI isn’t a bubble, how Talus is redefining on-chain agents, and why optimism is something you earn and not something you just feel. We talk about: - Why AI is not a bubble and how mega-cap tech is funding the next AI wave through massive CapEx - How Talus enables decentralized AI agents that can act and transact trustlessly - The three big crypto × AI intersections: compute, data ownership, and intelligent on-chain workflows - Why AI needs verifiable, censorship-resistant execution layers and why blockchains provide that - Nuclear energy as a prerequisite for AGI-scale compute demand - Why SWE’s object model + parallelization is perfect for autonomous agent payments and priority fees And much more! Timestamps: 0:00 Introduction 1:31 Welcome To Drops 2:10 Getting Backers Like Polychain 3:16 Building While In College 7:51 VC’s vs Founders Differences Explained 10:01 Is There An AI Bubble 11:53 How Do We Quantify The AI Opportunity In Crypto 12:33 AI Is Difficult To Invest In, Why? 13:35 Risks To Look Out For To Ensure AI Investments Deliver 16:47 Energy Being A Big Risk For AI 20:50 How You Became Fascinated By Crypto & Blockchain 22:00 Why Does AI & Blockchain Intersection Make Sense Compute Side 24:39 Why Does AI & Blockchain Intersection Make Sense for Data Ownership 26:30 Complex Workflows With Intelligent Execution Meaning 28:19 Why Do We Need This On Blockchain 30:26 How Adding This Decentralized Layer Helps With The Black Box 32:01 Explain Talus To Your Mom 33:39 Talus Solved Blockchain Determinism Limitation Explained 35:43 Two Examples That Can Be Built On The Zapier Of Web 3 39:32 Why Get Investment From SUI 42:56 What’s Needed To Get To The Next Level 43:35 One Takeaway From Conversation 43:51 One Thing Pessimistic People Are Missing
45:43

DROPS E27: Ben from Talus Labs: Building the Future of Decentralized AI Agents In this episode Ben breaks down why AI isn’t a bubble, how Talus is redefining on-chain agents, and why optimism is something you earn and not something you just feel. We talk about: - Why AI is not a bubble and how mega-cap tech is funding the next AI wave through massive CapEx - How Talus enables decentralized AI agents that can act and transact trustlessly - The three big crypto × AI intersections: compute, data ownership, and intelligent on-chain workflows - Why AI needs verifiable, censorship-resistant execution layers and why blockchains provide that - Nuclear energy as a prerequisite for AGI-scale compute demand - Why SWE’s object model + parallelization is perfect for autonomous agent payments and priority fees And much more! Timestamps: 0:00 Introduction 1:31 Welcome To Drops 2:10 Getting Backers Like Polychain 3:16 Building While In College 7:51 VC’s vs Founders Differences Explained 10:01 Is There An AI Bubble 11:53 How Do We Quantify The AI Opportunity In Crypto 12:33 AI Is Difficult To Invest In, Why? 13:35 Risks To Look Out For To Ensure AI Investments Deliver 16:47 Energy Being A Big Risk For AI 20:50 How You Became Fascinated By Crypto & Blockchain 22:00 Why Does AI & Blockchain Intersection Make Sense Compute Side 24:39 Why Does AI & Blockchain Intersection Make Sense for Data Ownership 26:30 Complex Workflows With Intelligent Execution Meaning 28:19 Why Do We Need This On Blockchain 30:26 How Adding This Decentralized Layer Helps With The Black Box 32:01 Explain Talus To Your Mom 33:39 Talus Solved Blockchain Determinism Limitation Explained 35:43 Two Examples That Can Be Built On The Zapier Of Web 3 39:32 Why Get Investment From SUI 42:56 What’s Needed To Get To The Next Level 43:35 One Takeaway From Conversation 43:51 One Thing Pessimistic People Are Missing

MR SHIFT 🦁

41,057 просмотров • 8 месяцев назад