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My conversation with Eric Vishria of Benchmark. Eric has spent a decade investing across software and hardware, backing companies like Fireworks, Sierra, Sunday Robotics, and Cerebras. This one is about what history teaches us about the current moment, and a dispatch from inside the AI buildout through his companies....

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Patrick OShaughnessy

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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

28,849 Aufrufe • vor 3 Monaten

“I think next decade is going to be all about energy. Even Sam Altman from OpenAI talked about the evolution of AI — algorithms run on chips, but ultimately the chips need electricity. The algorithms will get better and better, and chips will get cheaper and cheaper. But at the end of the day, you have to get the electrons, and those electrons have a fundamental price. Even the AI competition between companies and countries is ultimately going to come back to electricity production. So next decade is going to be all about power — AI, manufacturing, the economy — they all come back to energy.” Scott Nolan
9:12

“I think next decade is going to be all about energy. Even Sam Altman from OpenAI talked about the evolution of AI — algorithms run on chips, but ultimately the chips need electricity. The algorithms will get better and better, and chips will get cheaper and cheaper. But at the end of the day, you have to get the electrons, and those electrons have a fundamental price. Even the AI competition between companies and countries is ultimately going to come back to electricity production. So next decade is going to be all about power — AI, manufacturing, the economy — they all come back to energy.” Scott Nolan

Shawn Ryan

118,797 Aufrufe • vor 1 Jahr

A new episode of Hivemind is live! This week the team breaks down the sharp selloff in AI and memory stocks, whether the broader AI thesis remains intact, and what a sustained pullback could mean for Bitcoin and crypto. Timestamps: 00:00 Intro & The AI Selloff 15:35 Can Crypto Benefit? 21:28 AI Infrastructure vs. Apps 25:30 Hyperliquid & Tokenized Stocks 41:52 Zcash & Ironwood 46:55 The Fed & AI Debt 1:00:00 FWA & Crypto Gambling
1:15:05

A new episode of Hivemind is live! This week the team breaks down the sharp selloff in AI and memory stocks, whether the broader AI thesis remains intact, and what a sustained pullback could mean for Bitcoin and crypto. Timestamps: 00:00 Intro & The AI Selloff 15:35 Can Crypto Benefit? 21:28 AI Infrastructure vs. Apps 25:30 Hyperliquid & Tokenized Stocks 41:52 Zcash & Ironwood 46:55 The Fed & AI Debt 1:00:00 FWA & Crypto Gambling

Delphi Digital

36,421 Aufrufe • vor 13 Tagen

The 2026 Jensen Huang No Priors interview: 00:17 2025 surprises 04:12 AI is job creation 12:31 Robotics for labor shortages 15:14 Open source, layer cake of making money in AI 21:52 The myth of "God AI" 23:54 Doomers and regulation 29:25 Jensen teaches Tokenomics 35:09 The return to research 37:49 Future of engineering 43:20 Next ChatGPT moment 46:00 Self driving 54:06 We need energy 58:49 US-China relations in '26 1:04:43 Is there an AI bubble?
1:16:20

The 2026 Jensen Huang No Priors interview: 00:17 2025 surprises 04:12 AI is job creation 12:31 Robotics for labor shortages 15:14 Open source, layer cake of making money in AI 21:52 The myth of "God AI" 23:54 Doomers and regulation 29:25 Jensen teaches Tokenomics 35:09 The return to research 37:49 Future of engineering 43:20 Next ChatGPT moment 46:00 Self driving 54:06 We need energy 58:49 US-China relations in '26 1:04:43 Is there an AI bubble?

No Priors

40,450 Aufrufe • vor 7 Monaten

My conversation with Rebecca Kaden Rebecca Kaden is a General Partner at Union Square Ventures, one of the world's leading venture capital firms and an early investor in companies like Twitter, Etsy, Coinbase, and Twilio. She focuses on identifying the next generation of technology platforms shaping the future of AI, energy, and software. We discuss why AI is still dramatically underhyped, how the next wave of billion-dollar companies will be built, the future of open versus closed AI ecosystems, why venture capital operates on decade-long cycles, and the frameworks Rebecca uses to evaluate world-changing technologies before the rest of the market. We also discuss: - Why USV open-sources its investment thesis - The four possible futures of AI - How AI agents are changing venture capital - Why USV is investing in programmable energy - Why the best VCs think in decades, not years - Why founders should optimize for bigger outcomes, not safer bets Enjoy! Timestamps: 00:00 - Intro 5:28 - Market Cycles vs. Fund Cycles 8:28 - The Rebel Alliance & Open Ecosystems 11:18 - The Four Quadrants & Future Of AI 12:51 - Programmable Energy Bets 14:02 - Renewed Application Layer Conviction 18:11 - Public Thinking as Alpha 21:39 - Developing and Testing a Thesis 27:16 - Changing Market Structures From The Outside In 33:26 - Flexibility in Small Fund Sizes 35:59 - Selling on the way up 39:58 - Building Internal AI Agents 47:00 - Data at the Edge Thesis 51:46 - Trailblazer Trade-offs
58:42

My conversation with Rebecca Kaden Rebecca Kaden is a General Partner at Union Square Ventures, one of the world's leading venture capital firms and an early investor in companies like Twitter, Etsy, Coinbase, and Twilio. She focuses on identifying the next generation of technology platforms shaping the future of AI, energy, and software. We discuss why AI is still dramatically underhyped, how the next wave of billion-dollar companies will be built, the future of open versus closed AI ecosystems, why venture capital operates on decade-long cycles, and the frameworks Rebecca uses to evaluate world-changing technologies before the rest of the market. We also discuss: - Why USV open-sources its investment thesis - The four possible futures of AI - How AI agents are changing venture capital - Why USV is investing in programmable energy - Why the best VCs think in decades, not years - Why founders should optimize for bigger outcomes, not safer bets Enjoy! Timestamps: 00:00 - Intro 5:28 - Market Cycles vs. Fund Cycles 8:28 - The Rebel Alliance & Open Ecosystems 11:18 - The Four Quadrants & Future Of AI 12:51 - Programmable Energy Bets 14:02 - Renewed Application Layer Conviction 18:11 - Public Thinking as Alpha 21:39 - Developing and Testing a Thesis 27:16 - Changing Market Structures From The Outside In 33:26 - Flexibility in Small Fund Sizes 35:59 - Selling on the way up 39:58 - Building Internal AI Agents 47:00 - Data at the Edge Thesis 51:46 - Trailblazer Trade-offs

Erica Wenger

28,528 Aufrufe • vor 7 Tagen