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NATE SILVER JOINS THE ALL-IN INTERVIEW! Nate Silver — statistician, gambler, Silver Bulletin Substacker — joins @jason david friedberg for an hour on data, elections & what's coming -- The LA election breakdown: late mail-in ballot surge, ballot harvesting, and what the stats actually show -- Partisanship is political... gravity: 43 states already decided for 2028 — not because of rigging -- Democrats' 3 factions: The Left, the Abundance Libs, and Newsom's Resistance Libs -- Gavin Newsom's 2028 freefall: 25% → 15% in primary polls; Ossoff rising -- Why Nate's 2028 sleeper is AOC -- Capitalism vs. socialism: the generational divide, what the data says, and why the cut point is age 40 ++ more! (0:00) Nate Silver joins the pod! (10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India (25:18) Democrats' three-way civil war: The left, the abundance libs, and Newsom's "resistance lib" base (34:48) The winning 2028 playbook: Anti-oligarch messaging, why young men want control, and immigrants fleeing the Dems (45:48) How algorithmic social media entrenches polarization: Elon's X, filter bubbles, and the death of the chronological feed (50:01) 2026 midterm predictions: 85-90% Dem House takeover, Senate toss-up, and the Iran/gas price wildcard (55:20) Newsom is collapsing in polls: Nate's 2028 Dem bet is AOC ----------------------------------------- Thanks to our partners! Northwest Registered Agent LLC Plaud Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at and use code ALLIN for up to 20% off! Which is also available on Amazon: (Code: ALLIN20X)show more

The All-In Podcast

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128,310 views • 3 months ago •via X (Twitter)

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33 Comments

Ken G3 months ago

@NateSilver538 @Jason @friedberg He can be the greatest statistician etc etc but he simply can't see the anomaly in the CA elections. No wonder his 538 is useless now.

Jonny Nomadic3 months ago

@NateSilver538 @Jason @friedberg Nate Silver? Why not have Jim Cramer on next.

palomato3 months ago

@NateSilver538 @Jason @friedberg Had to immediately turn this off when @NateSilver538 tried to explain away the statistically impossible, yet magical jump in votes for Raman exclusively in post-election-day cohorts. Rediculous.

rick wooten3 months ago

@NateSilver538 @Jason @friedberg Fifteen minutes of this was enough for me. Friedberg's questions were insightful, Silver's answers were not.

VivaLaChubber3 months ago

@NateSilver538 @Jason @friedberg I love The All in podcast. After skipping most of the Knicks stuff, i listened for 10 min before turning it off. The only thing i took away from it, is that no one should ever take @NateSilver538 serious.

Troy Gilman3 months ago

Wow. At 10:50 “no evidence of fraud”. How about evidence to subvert the will of the voters? The measure to increase the sales tax (to 10.25% !) was losing by 6 percentage points on election night, only to pass by 0.5% one week later. That’s evidence of the machine protecting its revenue stream.

Demystified3 months ago

@NateSilver538 @Jason @friedberg He's literally a paid Democratic pollster. It's sad because he's so knowledgeable.

x4everupstateny3 months ago

@NateSilver538 @Jason @friedberg Silver is so biased. Difficult to listen to.

Afshine Emrani MD FACC3 months ago

@NateSilver538 @Jason @friedberg Hi @NateSilver538 Regime Change CA RED... 2028 RUBIO WILL WIN MARK IT

Kliq Reiss3 months ago

@NateSilver538 @Jason @friedberg Friedberg : Is it possible there’s election fraud in CA ? Silver: The votes are verified Jason: Heritage Foundation says it’s negligible Me : 🫠

Eth.ereal3 months ago

@NateSilver538 @Jason @friedberg This is one episode I will not watch. Thanks!

Death By Clickbait3 months ago

@NateSilver538 @Jason @friedberg Silver hasn't been relevant since 2012.

Modicum_Of_Infrequency3 months ago

@NateSilver538 @Jason @friedberg Hoping to hear anything about the early-late Nithya Raman-Karen Bass voting pattern discrepancy? Don't bother (despite the question being posed twice).

MCU World3 months ago

@NateSilver538 @Jason @friedberg Wow

Zebragrad3 months ago

@NateSilver538 @Jason @friedberg Not your best work. Jason is not the right person to condict this interview. First, there aren’t as many Knicks fans as Knicks fans think there are. Second, Silver has particularly strong opinions which is not the trait which makes one trust his polls. But, Jason likes him.

Aaron3 months ago

@NateSilver538 @Jason @friedberg Was it me or did Friedberg say out loud that he did not think homeless people should be participating in public elections?

Levi3 months ago

@NateSilver538 @Jason @friedberg I don't understand @friedberg holding on to this theory that it's a democratic establishment conspiracy... Bass polled WAY better head to head against Pratt than she did Raman. The democratic "ground game" establishment would want Pratt!

GregF3 months ago

@NateSilver538 @Jason @friedberg He is annoying

Kelly3 months ago

@NateSilver538 @Jason @friedberg No wonder polling is never reliable. I really didn’t hear a cohesive sentence from this guy. He never gave Friedberg an answer as to why the late ballots broke for Nithya.

Unpopular Truth3 months ago

@NateSilver538 @Jason @friedberg Oh good lord

POD3 months ago

@NateSilver538 @Jason @friedberg Nate had to lie. It’s ridiculous to think he would not lie. If he actually told the truth; that the California elections are absolutely full of fraud, legal and illegal, the left would destroy him. All-in should not participate in the lie by giving him a platform to a lie.

LogicalModerate3 months ago

@NateSilver538 @Jason @friedberg I would like to personally thank Nate Silver for explaining to these right wing conspiracy Joe Rogan clone dipshits that there is no fraud in our elections - just because you “believe” the data doesn’t “feel” right doesn’t mean shit. Get Friedberg some therapy

Jason傑森 🇭🇰 | 🛠️3 months ago

@NateSilver538 @Jason @friedberg 这阵容听着挺硬核的

Gabriel Abi3 months ago

@NateSilver538 @Jason @friedberg Nate Silver on LA ballots is interesting but the late-counting pattern is genuinely strange. No one explains it well yet, not even him 🤷‍♂

LogicalModerate3 months ago

@NateSilver538 @Jason @friedberg This pod and channel are turning into Joe Rogan. You dipshits commenting here realize Nate is a respected statistician and political analyst who graduated from U Chicago and makes a living in facts and data? You morons just want to believe whatever MAGA tells you despite reality

investacct23 months ago

@NateSilver538 @Jason @friedberg i can't believe you guys @chamath @friedberg @Jason @DavidSacks allowed this.... lying piece of shit @NateSilver538 on the pod. fck you nate silver.

suncoast realty3 months ago

@NateSilver538 @Jason @friedberg Yes, the LA election had no fraud whatsoever...probably the most secure and safest voting method ever anywhere in the world. Nate Silver sounded very confident when he said he didn't think there were fraud.

500 y/o Christian3 months ago

@NateSilver538 @Jason @friedberg Nate Silver giving off intense pedo vibes here, what is that dude up to?

ClamsCa$ino3 months ago

@NateSilver538 @Jason @friedberg All-In haha!! Nate Silver what a loser. He definitely a Vegas lizard now.

Rhonda Mcgee3 months ago

@NateSilver538 @Jason @friedberg What a joke Jason, David F and Nate are. They are Left…left..,left!!! Socialist love Communism because the rich get Richer and it ends the middle class and below! 🖕

Chinsanity3 months ago

@NateSilver538 @Jason @friedberg nice. Will listen to it later

Mark3 months ago

@NateSilver538 @Jason @friedberg On his politics I wasted my time!

it's me 🎀3 months ago

@NateSilver538 @Jason @friedberg The guy at the bottom is still seriously saying the LA election was fraudulent? Get a life 🤣🤣

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38,180 views • 9 days ago

CEOs say: NO CHINESE HUMANOID ROBOTS IN THE US UNDER ANY CIRCUMSTANCES 🛑 @jason: “Under any circumstances should we allow humanoid robotics from China in the United States?” Boston Dynamics CEO Amanda McMaster (Boston Dynamics): “No. It's not safe, right? We've already heard about leaks that are happening with some of the quadrupeds that you're seeing in United States, and it's being back-channeled back to China. Listen, we have seen what happens if we let China win in the semiconductor space. We can't do that with robotics.” ANYBotics CEO Peter Fankhauser (Péter Fankhauser ANYbotics): “We collect very sensitive data. We have ISO certification for cybersecurity, all these topics, right? So that's how we compete.” Jason: “So you might not want to send the nuclear power plant's latest data to the Chinese Communist Party, you're saying?” Fankhauser: “You don't want to have 15 cameras in your critical infrastructure that somebody else controls. That is happening today.” ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads. 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Now open to everyone. Sign up at If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at and use code ALLIN for up to 10% off! Which is also available on Amazon: (Code: ALLIN10X)

CEOs say: NO CHINESE HUMANOID ROBOTS IN THE US UNDER ANY CIRCUMSTANCES 🛑 @jason: “Under any circumstances should we allow humanoid robotics from China in the United States?” Boston Dynamics CEO Amanda McMaster (Boston Dynamics): “No. It's not safe, right? We've already heard about leaks that are happening with some of the quadrupeds that you're seeing in United States, and it's being back-channeled back to China. Listen, we have seen what happens if we let China win in the semiconductor space. We can't do that with robotics.” ANYBotics CEO Peter Fankhauser (Péter Fankhauser ANYbotics): “We collect very sensitive data. We have ISO certification for cybersecurity, all these topics, right? So that's how we compete.” Jason: “So you might not want to send the nuclear power plant's latest data to the Chinese Communist Party, you're saying?” Fankhauser: “You don't want to have 15 cameras in your critical infrastructure that somebody else controls. That is happening today.” ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads. 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Now open to everyone. Sign up at If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at and use code ALLIN for up to 10% off! Which is also available on Amazon: (Code: ALLIN10X)

The All-In Podcast

84,852 views • 1 month ago

🚨Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out? Mark Cuban is BACK on All-In, joining @jason LIVE! (0:00) Bubble talk: Comparing today's AI market to the dot-com bubble (7:50) AI's real-world limits: why enterprise AI is harder than expected (16:38) Transitioning to an AI-First Workspace (21:26) Health & AI: self-directed healthcare and biometric data (24:30) Politics, wealth tax, and AI as a truth-seeking force (35:12) Knicks & Sports Talk ----------------------------- Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at Northwest Registered Agent LLC

🚨Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out? Mark Cuban is BACK on All-In, joining @jason LIVE! (0:00) Bubble talk: Comparing today's AI market to the dot-com bubble (7:50) AI's real-world limits: why enterprise AI is harder than expected (16:38) Transitioning to an AI-First Workspace (21:26) Health & AI: self-directed healthcare and biometric data (24:30) Politics, wealth tax, and AI as a truth-seeking force (35:12) Knicks & Sports Talk ----------------------------- Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at Northwest Registered Agent LLC

The All-In Podcast

164,725 views • 2 months ago

Robotics Expert on How Robots Learn: At First Much Slower Than Humans, Then Infinitely Scalable Agility Jonathan Hurst: “I don't believe that there's a singularity. I do believe that things are going to get better and better. Think of it more like a snowball picking up steam going down a hill. But the reason that it's snowballing like this is because people are putting money, and resources, and engineering time, and engineering effort in as they explore everything and start to figure all of this stuff out. Humans, for example, we've evolved to learn. We are very good at learning, and it takes very little data to show us how to do something, and then we practice and practice, iterate. Robots are not very good at learning yet. Robots take so much more data and so many more examples than a person. We're still figuring out how to teach robots how to learn. But one of the benefits that robots have in the long run is they have Wi-Fi. When you learn how to play the violin, you can't just load that to somebody else and then they know how to play the violin based on your learnings. Robots will be able to do that. @jason: “One robot learns to play violin, all robots know how to play a violin.” Jonathan Hurst: “Or all robots of that type know how to play the violin, right? And then minor variations for the next type and the next piece of hardware.” ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads. 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Now open to everyone. Sign up at If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at and use code ALLIN for up to 10% off! Which is also available on Amazon: (Code: ALLIN10X)

Robotics Expert on How Robots Learn: At First Much Slower Than Humans, Then Infinitely Scalable Agility Jonathan Hurst: “I don't believe that there's a singularity. I do believe that things are going to get better and better. Think of it more like a snowball picking up steam going down a hill. But the reason that it's snowballing like this is because people are putting money, and resources, and engineering time, and engineering effort in as they explore everything and start to figure all of this stuff out. Humans, for example, we've evolved to learn. We are very good at learning, and it takes very little data to show us how to do something, and then we practice and practice, iterate. Robots are not very good at learning yet. Robots take so much more data and so many more examples than a person. We're still figuring out how to teach robots how to learn. But one of the benefits that robots have in the long run is they have Wi-Fi. When you learn how to play the violin, you can't just load that to somebody else and then they know how to play the violin based on your learnings. Robots will be able to do that. @jason: “One robot learns to play violin, all robots know how to play a violin.” Jonathan Hurst: “Or all robots of that type know how to play the violin, right? And then minor variations for the next type and the next piece of hardware.” ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads. 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Now open to everyone. Sign up at If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at and use code ALLIN for up to 10% off! Which is also available on Amazon: (Code: ALLIN10X)

The All-In Podcast

70,595 views • 1 month ago

🚨 China Has a 230x Shipbuilding Advantage Over America, But Saronic Has a Plan 🧠 All-In Interview Series is brought to you by: Creative Planning & Northwest Registered Agent LLC Saronic co-founders Dino Mavrookas and vib join @jason (0:00) Saronic founders join the show! (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1 (13:04) $3B destroyers vs. Marauder (21:25) Killing cost-plus, the new primes, and why only 1% of the budget goes to autonomy (25:55) Could 10,000 Corsairs actually lock down a 20-mile strait? (31:25) China's arming robot dogs: will our AI weapons hurt us in Taiwan? (36:33) Exclusive announcement: Port Alpha lands in Brownsville, TX: 4000 acres, 10,000 jobs ------------------------------ Thanks to our partners for making this possible! Creative Planning. As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at

🚨 China Has a 230x Shipbuilding Advantage Over America, But Saronic Has a Plan 🧠 All-In Interview Series is brought to you by: Creative Planning & Northwest Registered Agent LLC Saronic co-founders Dino Mavrookas and vib join @jason (0:00) Saronic founders join the show! (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1 (13:04) $3B destroyers vs. Marauder (21:25) Killing cost-plus, the new primes, and why only 1% of the budget goes to autonomy (25:55) Could 10,000 Corsairs actually lock down a 20-mile strait? (31:25) China's arming robot dogs: will our AI weapons hurt us in Taiwan? (36:33) Exclusive announcement: Port Alpha lands in Brownsville, TX: 4000 acres, 10,000 jobs ------------------------------ Thanks to our partners for making this possible! Creative Planning. As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at

The All-In Podcast

67,135 views • 2 months ago

How fast does your startup need to grow? According to aileenlee, much faster than venture capitalists expected in the pre-AI era. Aileen, Floodgate’s Mike Maples, Jr and Lerer Hippeau’s Ben Lerer joined TWiST to dig into massive Seed rounds, rising exit volume, startups rolling their own model (and why it might not be a good use of time!), and even how to grade the White House’s recent adventures in AI regulation! 0:00 Aileen Lee, Mike Maples, and Ben Lerer join the show 5:13 Venture liquidity returns: what SpaceX/Stripe distributions mean for LPs 9:13 Bending Spoons prices IPO at $29/share, roughly $18.4B valuation 10:31 - Stop chasing invoices and automate your entire contract-to-cash stack. Go to and tell them Jason sent you to get 50% off for life! 12:09 "Companies get bought, not sold" — Ben on taking first offers seriously 17:41 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 19:34 Mutiny's burn-the-boats AI pivot with Jaleh Rezaei 20:19 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 22:15 Mike's KeepSafe story: the "rule of 70" and profit-first companies 25:12 The new growth bar: 5x, 4x replaces triple-triple-double-double 28:55 Fund size is your strategy: why Floodgate and Lerer Hippeau stay small 30:11 CLA - Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at 37:39 The $100M Series A: Starcloud, General Intuition, Scale Cognition, Scout AI 40:35 King-making rounds and why mega-seeds destroy optionality 54:11 Open-weight models: the GLM-5.2 moment and going model-agnostic 55:30 Why fine-tuning open models is a treadmill, with Cursor/Kimi as an example 1:03:28 Grading the Trump administration on Mythos and Fable 1:06:33 Rising anti-AI sentiment, the wealth gap, and lessons from social media 1:11:43 Raising kids in the post-intelligence era 1:12:35 Where to find the panel and what each firm is investing in 🎥 Watch the full episode here 👇

How fast does your startup need to grow? According to aileenlee, much faster than venture capitalists expected in the pre-AI era. Aileen, Floodgate’s Mike Maples, Jr and Lerer Hippeau’s Ben Lerer joined TWiST to dig into massive Seed rounds, rising exit volume, startups rolling their own model (and why it might not be a good use of time!), and even how to grade the White House’s recent adventures in AI regulation! 0:00 Aileen Lee, Mike Maples, and Ben Lerer join the show 5:13 Venture liquidity returns: what SpaceX/Stripe distributions mean for LPs 9:13 Bending Spoons prices IPO at $29/share, roughly $18.4B valuation 10:31 - Stop chasing invoices and automate your entire contract-to-cash stack. Go to and tell them Jason sent you to get 50% off for life! 12:09 "Companies get bought, not sold" — Ben on taking first offers seriously 17:41 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 19:34 Mutiny's burn-the-boats AI pivot with Jaleh Rezaei 20:19 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 22:15 Mike's KeepSafe story: the "rule of 70" and profit-first companies 25:12 The new growth bar: 5x, 4x replaces triple-triple-double-double 28:55 Fund size is your strategy: why Floodgate and Lerer Hippeau stay small 30:11 CLA - Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at 37:39 The $100M Series A: Starcloud, General Intuition, Scale Cognition, Scout AI 40:35 King-making rounds and why mega-seeds destroy optionality 54:11 Open-weight models: the GLM-5.2 moment and going model-agnostic 55:30 Why fine-tuning open models is a treadmill, with Cursor/Kimi as an example 1:03:28 Grading the Trump administration on Mythos and Fable 1:06:33 Rising anti-AI sentiment, the wealth gap, and lessons from social media 1:11:43 Raising kids in the post-intelligence era 1:12:35 Where to find the panel and what each firm is investing in 🎥 Watch the full episode here 👇

This Week in Startups

43,164 views • 3 months ago

Chamath: “Facebook, Tesla, Google… they almost had an allergic reaction to the traditional software stack. They refused to use it.” Find out why he raised a $135M Series A to redefine development, giving every enterprise the opportunity to build and maintain their own software without the $4T in consultants and middleware that usually comes with it… in the debut episode of TWiST All Star Summer 2026. 0:00 It's TWiST All-Star Summer! 0:44 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 3:21 Chamath's origin story 7:54 Tom Sawyer entrepreneurship 11:29 Shopify - Turn those What If's into sales with the ecommerce platform powering millions of businesses. Sign up for your $1-per-month trial today at 16:25 The $5 trillion software market 21:06 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at 25:00 Building "a co-founder for every human" 31:51 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 35:00 How product development lost its way 45:00 Regulated industries are the beachhead 50:00 Raising the $135M Series A 55:00 8090's "System on a Chip" model 1:04:44 What to tell your kids about AI cc: Chamath Palihapitiya, @jason, 8090 🎥 Watch the full episode here 👇

Chamath: “Facebook, Tesla, Google… they almost had an allergic reaction to the traditional software stack. They refused to use it.” Find out why he raised a $135M Series A to redefine development, giving every enterprise the opportunity to build and maintain their own software without the $4T in consultants and middleware that usually comes with it… in the debut episode of TWiST All Star Summer 2026. 0:00 It's TWiST All-Star Summer! 0:44 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 3:21 Chamath's origin story 7:54 Tom Sawyer entrepreneurship 11:29 Shopify - Turn those What If's into sales with the ecommerce platform powering millions of businesses. Sign up for your $1-per-month trial today at 16:25 The $5 trillion software market 21:06 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at 25:00 Building "a co-founder for every human" 31:51 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 35:00 How product development lost its way 45:00 Regulated industries are the beachhead 50:00 Raising the $135M Series A 55:00 8090's "System on a Chip" model 1:04:44 What to tell your kids about AI cc: Chamath Palihapitiya, @jason, 8090 🎥 Watch the full episode here 👇

This Week in Startups

110,050 views • 3 months ago

Gavin Baker and a16z's David George on the state of the AI boom: The future doesn't have to be winner-take-all. Labs, open-source, applications, and the clouds can all capture value. Demand for intelligence is still dramatically underestimated. Today's power users number in the millions and will grow to hundreds of millions. Gavin and David argue a compute shortage is a more real risk than an AI bubble, and building through it is an opportunity to reindustrialize America. In this episode, they get into why compute investments pay back so fast, what the data center backlash gets wrong, the case for putting compute in orbit, why enterprises will run several models at once, and how Nvidia ended up at the center of the entire supply chain. 00:00 Intro 01:06 The bear case Gavin couldn't find 05:50 Why a lab would cut its own revenue 75% 08:05 What LPs get wrong about a crash 10:50 Microsoft slowed its capex and regrets it 14:33 The engineers spending 100x the median 17:35 Why 23-year-olds use AI better than Gavin 21:45 How much copper 500M AI users need 23:00 Stop promising to cure cancer 26:00 America's richest county is full of data centers 30:48 Who gets priced out of compute 33:05 The age of Elon and Jensen 34:25 Orbital data centers 44:40 Asteroid mining 48:12 Why Microsoft doesn't need a frontier model 54:02 Who becomes the abstraction layer 55:40 Everyone wanted a deity, Cursor wanted a product 1:00:25 Never take shots at Jensen 1:07:40 What happens when the chip doesn't work 1:12:10 What chip deals reveal about customer demand YouTube: Gavin Baker David George

Gavin Baker and a16z's David George on the state of the AI boom: The future doesn't have to be winner-take-all. Labs, open-source, applications, and the clouds can all capture value. Demand for intelligence is still dramatically underestimated. Today's power users number in the millions and will grow to hundreds of millions. Gavin and David argue a compute shortage is a more real risk than an AI bubble, and building through it is an opportunity to reindustrialize America. In this episode, they get into why compute investments pay back so fast, what the data center backlash gets wrong, the case for putting compute in orbit, why enterprises will run several models at once, and how Nvidia ended up at the center of the entire supply chain. 00:00 Intro 01:06 The bear case Gavin couldn't find 05:50 Why a lab would cut its own revenue 75% 08:05 What LPs get wrong about a crash 10:50 Microsoft slowed its capex and regrets it 14:33 The engineers spending 100x the median 17:35 Why 23-year-olds use AI better than Gavin 21:45 How much copper 500M AI users need 23:00 Stop promising to cure cancer 26:00 America's richest county is full of data centers 30:48 Who gets priced out of compute 33:05 The age of Elon and Jensen 34:25 Orbital data centers 44:40 Asteroid mining 48:12 Why Microsoft doesn't need a frontier model 54:02 Who becomes the abstraction layer 55:40 Everyone wanted a deity, Cursor wanted a product 1:00:25 Never take shots at Jensen 1:07:40 What happens when the chip doesn't work 1:12:10 What chip deals reveal about customer demand YouTube: Gavin Baker David George

a16z

1,968,802 views • 1 month ago

Former Navy SEAL Details First Autonomous Rescue Mission Near the Strait of Hormuz Saronic CEO Dino Mavrookas: “The Navy actually trusted us in this moment. Lives are on the line, we're going to send this autonomous platform to go and rescue these folks. This is not a patrol, this is not maritime domain awareness, this is the highest stakes of the highest stakes. There's downed American pilots in the Straits of Hormuz. Corsair, which is our 24 foot fully autonomous speedboat, they said, ‘We're going to use that to rescue the pilots.’ And that's actually a milestone moment for the country. Leaving people behind in the US military, it's not a thing. The US military does not do it. I was in the Navy SEAL teams for eleven years, from 2004 to 2015. I personally experienced, in 2005, there were four SEALs trapped on a mountainside in Afghanistan, and the helicopter got shot down while going to rescue them. So what we were able to prove in this moment was that you can go and rescue people without putting additional soldiers in harm's way.” Dino Mavrookas Saronic ------------------------------ Thanks to our partners for making this possible! As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. Creative Planning Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Northwest Registered Agent LLC Get more at

Former Navy SEAL Details First Autonomous Rescue Mission Near the Strait of Hormuz Saronic CEO Dino Mavrookas: “The Navy actually trusted us in this moment. Lives are on the line, we're going to send this autonomous platform to go and rescue these folks. This is not a patrol, this is not maritime domain awareness, this is the highest stakes of the highest stakes. There's downed American pilots in the Straits of Hormuz. Corsair, which is our 24 foot fully autonomous speedboat, they said, ‘We're going to use that to rescue the pilots.’ And that's actually a milestone moment for the country. Leaving people behind in the US military, it's not a thing. The US military does not do it. I was in the Navy SEAL teams for eleven years, from 2004 to 2015. I personally experienced, in 2005, there were four SEALs trapped on a mountainside in Afghanistan, and the helicopter got shot down while going to rescue them. So what we were able to prove in this moment was that you can go and rescue people without putting additional soldiers in harm's way.” Dino Mavrookas Saronic ------------------------------ Thanks to our partners for making this possible! As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. Creative Planning Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Northwest Registered Agent LLC Get more at

The All-In Podcast

24,815 views • 1 month ago

David Friedberg: California’s Voting System Looks Fraudulent, But It’s Working Exactly as Designed david friedberg believes California’s extremely loose election laws enable “appointments” not free elections. Why? The voting data in LA makes no statistical sense. “ Pratt's post-election mail-in ballots declined by 1/3. So statistically, the population of people that send in their ballots late reduced for Pratt by 1/3, increased for Nithya Raman by 80%, and Karen Bass 10% less, if you just look at the mail-in ballots before and after election day as a comparison. I don't know if there's a sociopolitical way that you can assess those statistics and assume that these are individuals casting their individual vote for who they think should be Mayor of LA. Basically, the concentration of incremental votes that Nithya Raman got came around the Skid Row area in Los Angeles. But when you look at the basic statistics of what happened in person, mail-in before, mail-in after Election Day, it becomes a real statistical quagmire on how did this sort of a sociopolitical shift happen in such a way that it did? Now, there was a report published, and they highlighted the 2018 California midterm elections and the challenges that they saw arise in that midterm election because of some of the legislative changes that were made. First, California Assembly Bill 1921 legalized the practice of unlimited ballot harvesting in the state. What that means is that any individual in the state of California has the right to go and collect ballots from any other individuals, regardless of relationship, fill them out, and send them in. California, two years later, 18 months later, also passed a law that made it permanent that every person registered in the state of California would get a ballot, so tens of millions of ballots then get mailed out. Then there was another series of laws that were passed that said anyone can register to vote. You don't need to prove your citizenship. You can use a gym membership card as an example. So anyone can register to vote. There is no proof of ID when you get a ballot. There is no demonstration that the person who fills out the ballot has anything to do with the individual who's supposed to be voting that ballot, and it is legal for an individual to go out and collect hundreds or thousands of ballots, ship them in, and they will all qualify in these kind of mail-in ballot voting processes. So there's nothing illegal or fraudulent going on. In fact, the system is operating exactly as intended. It has been set up and structured in a way that with the right construct, you can get an individual appointed, not elected, but appointed to a particular role in government under a, quote, ‘free election’ in California.”

David Friedberg: California’s Voting System Looks Fraudulent, But It’s Working Exactly as Designed david friedberg believes California’s extremely loose election laws enable “appointments” not free elections. Why? The voting data in LA makes no statistical sense. “ Pratt's post-election mail-in ballots declined by 1/3. So statistically, the population of people that send in their ballots late reduced for Pratt by 1/3, increased for Nithya Raman by 80%, and Karen Bass 10% less, if you just look at the mail-in ballots before and after election day as a comparison. I don't know if there's a sociopolitical way that you can assess those statistics and assume that these are individuals casting their individual vote for who they think should be Mayor of LA. Basically, the concentration of incremental votes that Nithya Raman got came around the Skid Row area in Los Angeles. But when you look at the basic statistics of what happened in person, mail-in before, mail-in after Election Day, it becomes a real statistical quagmire on how did this sort of a sociopolitical shift happen in such a way that it did? Now, there was a report published, and they highlighted the 2018 California midterm elections and the challenges that they saw arise in that midterm election because of some of the legislative changes that were made. First, California Assembly Bill 1921 legalized the practice of unlimited ballot harvesting in the state. What that means is that any individual in the state of California has the right to go and collect ballots from any other individuals, regardless of relationship, fill them out, and send them in. California, two years later, 18 months later, also passed a law that made it permanent that every person registered in the state of California would get a ballot, so tens of millions of ballots then get mailed out. Then there was another series of laws that were passed that said anyone can register to vote. You don't need to prove your citizenship. You can use a gym membership card as an example. So anyone can register to vote. There is no proof of ID when you get a ballot. There is no demonstration that the person who fills out the ballot has anything to do with the individual who's supposed to be voting that ballot, and it is legal for an individual to go out and collect hundreds or thousands of ballots, ship them in, and they will all qualify in these kind of mail-in ballot voting processes. So there's nothing illegal or fraudulent going on. In fact, the system is operating exactly as intended. It has been set up and structured in a way that with the right construct, you can get an individual appointed, not elected, but appointed to a particular role in government under a, quote, ‘free election’ in California.”

The All-In Podcast

344,409 views • 3 months ago

Mark Cuban: “A lot of data centers will be turned into pickleball courts.” Mark Cuban: “What's happening now is the market leaders, Google, Meta. etc, they're borrowing hundreds of billions of dollars. And there's already a private credit problem right now. Just layer on private credit, and then you have these huge companies that have cash flow, but they're spending all their cash flow on CapEx, and then they're borrowing on top of that. That's planning for perfection. And that's going to be hard. And we're building these data centers, and if there's a price-performance curve on AI that minimizes the power requirements, there's going to be a lot of data centers that are going to be turned into pickleball courts. Everybody thinks that there's going to be so much more utilization. And there will be. It'll just scale like everybody expects. But there's going to be technological breakthroughs as well. Just like we saw fiber back in the day, it was all about putting in fiber. Then it went from 1GB fiber, to 10GB, to 100GB, and then there wasn't a fiber problem anymore. There wasn't a bandwidth problem anymore.” @jason: “It was quite the opposite. We had dark fiber that people bought for pennies on the dollar.” Cuban: “Just sitting there, right? And how is it not going to be the case that we don't get the same price performance improvements on the AI side and on the data center side?” ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Starting a business? Northwest Registered Agent LLC gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at

Mark Cuban: “A lot of data centers will be turned into pickleball courts.” Mark Cuban: “What's happening now is the market leaders, Google, Meta. etc, they're borrowing hundreds of billions of dollars. And there's already a private credit problem right now. Just layer on private credit, and then you have these huge companies that have cash flow, but they're spending all their cash flow on CapEx, and then they're borrowing on top of that. That's planning for perfection. And that's going to be hard. And we're building these data centers, and if there's a price-performance curve on AI that minimizes the power requirements, there's going to be a lot of data centers that are going to be turned into pickleball courts. Everybody thinks that there's going to be so much more utilization. And there will be. It'll just scale like everybody expects. But there's going to be technological breakthroughs as well. Just like we saw fiber back in the day, it was all about putting in fiber. Then it went from 1GB fiber, to 10GB, to 100GB, and then there wasn't a fiber problem anymore. There wasn't a bandwidth problem anymore.” @jason: “It was quite the opposite. We had dark fiber that people bought for pennies on the dollar.” Cuban: “Just sitting there, right? And how is it not going to be the case that we don't get the same price performance improvements on the AI side and on the data center side?” ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Starting a business? Northwest Registered Agent LLC gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at

The All-In Podcast

183,779 views • 2 months ago

The Democrats have stolen an election, yet again. Do not let the mainstream media and the left gaslight you in this moment. They are cheaters. They stole the LA mayoral election. The late mail-in ballot numbers are—quite literally—unbelievable. There is no way that this no-name councilwoman got 22% of the in-person vote on election day (plus the mail-in ballots that arrived before election day) and then magically, organically won DOUBLE this percentage—40-45%—of the late mail-in ballots. Coincidentally, 40-45% was just enough to pass Spencer Pratt...isn't that peculiar? She's losing in her own district as she's getting this enormous amount of votes. I find that to be strange. I also find it strange that there were 12,000 more votes for LA mayor than for California governor... Also, on election day, the in-person voter turnout was actually relatively low and the late mail-in ballots was nearly a record high. Meanwhile, Spencer Pratt—whose fundraising skyrocketed in the days before the election—supposedly completely bottomed out from 30% on election day to 20% of late mail-in ballots?! The left is so audacious, they do not even try to hide it. They know they'll get away with it. This is why they fight tooth and nail against all common sense election integrity laws because they need every single aspect of the election to be chaotic and vulnerable, in order to make their fraud so difficult to detect that it's virtually untraceable. We're supposed to just sit here and believe that Nithya Raman got TWICE the percentage of votes in late mail-in ballots as she did on election day?!

The Democrats have stolen an election, yet again. Do not let the mainstream media and the left gaslight you in this moment. They are cheaters. They stole the LA mayoral election. The late mail-in ballot numbers are—quite literally—unbelievable. There is no way that this no-name councilwoman got 22% of the in-person vote on election day (plus the mail-in ballots that arrived before election day) and then magically, organically won DOUBLE this percentage—40-45%—of the late mail-in ballots. Coincidentally, 40-45% was just enough to pass Spencer Pratt...isn't that peculiar? She's losing in her own district as she's getting this enormous amount of votes. I find that to be strange. I also find it strange that there were 12,000 more votes for LA mayor than for California governor... Also, on election day, the in-person voter turnout was actually relatively low and the late mail-in ballots was nearly a record high. Meanwhile, Spencer Pratt—whose fundraising skyrocketed in the days before the election—supposedly completely bottomed out from 30% on election day to 20% of late mail-in ballots?! The left is so audacious, they do not even try to hide it. They know they'll get away with it. This is why they fight tooth and nail against all common sense election integrity laws because they need every single aspect of the election to be chaotic and vulnerable, in order to make their fraud so difficult to detect that it's virtually untraceable. We're supposed to just sit here and believe that Nithya Raman got TWICE the percentage of votes in late mail-in ballots as she did on election day?!

Liz Wheeler

34,493 views • 3 months ago

Useful Idiot Kristen Welker's PATHETIC defense of California election fraud DEBUNKED Larry O'Connor takes Welker to task for the rigged system she's dismissing. "The real scandal coming out of California right now is quite possibly every single thing we are seeing transpire before our very eyes is 100% legal." O'Connor explains that anyone with a functional brain can see what's happening in California and know that the election is being stolen. "You can steal something and not break the law. And that's what's happening here. They are stealing it without actually breaking the law." As a former Californian resident, O'Connor breaks down the entire process. "This is the election system in California as we speak. Anybody who is a registered voter gets a ballot mailed to them, and you register to vote because you walk into a DMV, and you automatically get registered no matter what. And as you know, California leads the nation in giving driver's licenses and registrations to illegal immigrants, people who are in the country illegally, and they're getting driver's ed. They're getting commercial driver's license in California right now. And when you go through the process, they register you to vote. And there is no check for citizenship. There's no check for ID, there's no check for anything. And they'll register to vote. And you're on the voter rolls." O'Connor even stated he hasn't lived in Los Angeles County since 2012, and he's STILL being notified by email that his ballot has been mailed to him. "I don't know who's got it. Whatever address I used to live in has has the Lawrence O'Connor ballot, and I'd love to know if I voted. I probably have without anyone knowing it." And then comes the issue of ballot harvesting... "In California, individuals can go and collect ballots from anyone. They can go and knock on the doors and say, 'Hey, give me your ballot. I'll take care of it for you' legally. And those people who knock on your door and collect your ballot, they call it 'ballot harvesting,' they can work for political entities. They can work for political action committees." "They can go and they can pick and choose what ballots they want to collect. And they bring them in or they don't. And every mail in ballot, there is no ID required for every single mail in or drop box ballot. All you've got to do is sign the ballot. But of course, it would be discriminatory to allow somebody who is illiterate and can't write their name to not vote." "So when you sign your ballot, you can just make a mark. You can make a smiley face if you want, but it's witnessed. Don't worry. There's a little box for a witness to sign. But of course, there's no name associated with a witness. It's just a signature. And oh, by the way, when those ballots are collected, the witness signature isn't checked." "They just check that there is a signature for a witness. So, of course, there's nothing keeping people from making a little mark on the signature for the voter. And then that same person squiggling the witness box, putting it in an envelope and then having those votes come in. Oh, what else are they doing in California? Well, they allow ballots that come in as late as a week after Election Day to be counted. That doesn't seem right. Oh. It's okay. The ballot had to be mailed or put into a Dropbox or delivered by Election Day. But of course, if it's not postmarked, they'll overlook that. If there's no postmark at all on the envelope, they'll just look at whatever date you put on it and they'll trust you, and then they'll count the ballots." "Every single thing I just described for you is accurate and legal. They're not breaking the law. They're following the laws that they have written so that they can get away with this garbage and everyone knows it." L A R R Y

Useful Idiot Kristen Welker's PATHETIC defense of California election fraud DEBUNKED Larry O'Connor takes Welker to task for the rigged system she's dismissing. "The real scandal coming out of California right now is quite possibly every single thing we are seeing transpire before our very eyes is 100% legal." O'Connor explains that anyone with a functional brain can see what's happening in California and know that the election is being stolen. "You can steal something and not break the law. And that's what's happening here. They are stealing it without actually breaking the law." As a former Californian resident, O'Connor breaks down the entire process. "This is the election system in California as we speak. Anybody who is a registered voter gets a ballot mailed to them, and you register to vote because you walk into a DMV, and you automatically get registered no matter what. And as you know, California leads the nation in giving driver's licenses and registrations to illegal immigrants, people who are in the country illegally, and they're getting driver's ed. They're getting commercial driver's license in California right now. And when you go through the process, they register you to vote. And there is no check for citizenship. There's no check for ID, there's no check for anything. And they'll register to vote. And you're on the voter rolls." O'Connor even stated he hasn't lived in Los Angeles County since 2012, and he's STILL being notified by email that his ballot has been mailed to him. "I don't know who's got it. Whatever address I used to live in has has the Lawrence O'Connor ballot, and I'd love to know if I voted. I probably have without anyone knowing it." And then comes the issue of ballot harvesting... "In California, individuals can go and collect ballots from anyone. They can go and knock on the doors and say, 'Hey, give me your ballot. I'll take care of it for you' legally. And those people who knock on your door and collect your ballot, they call it 'ballot harvesting,' they can work for political entities. They can work for political action committees." "They can go and they can pick and choose what ballots they want to collect. And they bring them in or they don't. And every mail in ballot, there is no ID required for every single mail in or drop box ballot. All you've got to do is sign the ballot. But of course, it would be discriminatory to allow somebody who is illiterate and can't write their name to not vote." "So when you sign your ballot, you can just make a mark. You can make a smiley face if you want, but it's witnessed. Don't worry. There's a little box for a witness to sign. But of course, there's no name associated with a witness. It's just a signature. And oh, by the way, when those ballots are collected, the witness signature isn't checked." "They just check that there is a signature for a witness. So, of course, there's nothing keeping people from making a little mark on the signature for the voter. And then that same person squiggling the witness box, putting it in an envelope and then having those votes come in. Oh, what else are they doing in California? Well, they allow ballots that come in as late as a week after Election Day to be counted. That doesn't seem right. Oh. It's okay. The ballot had to be mailed or put into a Dropbox or delivered by Election Day. But of course, if it's not postmarked, they'll overlook that. If there's no postmark at all on the envelope, they'll just look at whatever date you put on it and they'll trust you, and then they'll count the ballots." "Every single thing I just described for you is accurate and legal. They're not breaking the law. They're following the laws that they have written so that they can get away with this garbage and everyone knows it." L A R R Y

Townhall.com

153,908 views • 4 months ago

FULL INTERVIEW: Martin Casado says AI is the first technology where you can put in $10 and reliably get something back. Everything before it was engineer, wait two years, cross your fingers. martin_casado is the a16z GP behind the firm's investments in both Cursor and OpenRouter. Days after SpaceX closed the $60B Cursor deal and Stripe agreed to buy OpenRouter, he sat down with Theo Jaffee and sophia dew to cover whether the labs win everything, when the subsidies stop, and why RSI is the wrong term: 02:24 whether decades of experience still matter in AI 03:48 what you would have done with a billion dollars ten years ago 04:56 20 people, $2 billion, one model 06:48 why more private capital grows the TAM rather than inflating it 07:35 the a16z conversation about going all-in on AI, seven years before GPT 08:39 why balance-sheet investors keep misreading these companies 10:36 the full case for the labs winning everything 12:12 why he thinks RSI is the wrong term, and what autocatalytic means 13:42 the full case against the labs winning everything 15:25 supply constraints easing in 2028, and his 80/60 split 17:12 why models turned out to be much stickier than anyone assumed 18:18 why real model routing is an AI-complete problem 21:13 what happens when the subsidies stop 21:36 how AI broke marketing, and why you can now buy users with a dollar 23:30 the Chinese operations arbitraging $200 subscription plans 25:43 the CMO is turning into a CFO 29:46 why Cursor iterated faster than anything he's seen outside an Elon company 32:21 what both deals say about strategic value versus business quality 34:10 why he doesn't think a VC's job is to know where to build 38:35 "as long as there's a hill for me to climb"

FULL INTERVIEW: Martin Casado says AI is the first technology where you can put in $10 and reliably get something back. Everything before it was engineer, wait two years, cross your fingers. martin_casado is the a16z GP behind the firm's investments in both Cursor and OpenRouter. Days after SpaceX closed the $60B Cursor deal and Stripe agreed to buy OpenRouter, he sat down with Theo Jaffee and sophia dew to cover whether the labs win everything, when the subsidies stop, and why RSI is the wrong term: 02:24 whether decades of experience still matter in AI 03:48 what you would have done with a billion dollars ten years ago 04:56 20 people, $2 billion, one model 06:48 why more private capital grows the TAM rather than inflating it 07:35 the a16z conversation about going all-in on AI, seven years before GPT 08:39 why balance-sheet investors keep misreading these companies 10:36 the full case for the labs winning everything 12:12 why he thinks RSI is the wrong term, and what autocatalytic means 13:42 the full case against the labs winning everything 15:25 supply constraints easing in 2028, and his 80/60 split 17:12 why models turned out to be much stickier than anyone assumed 18:18 why real model routing is an AI-complete problem 21:13 what happens when the subsidies stop 21:36 how AI broke marketing, and why you can now buy users with a dollar 23:30 the Chinese operations arbitraging $200 subscription plans 25:43 the CMO is turning into a CFO 29:46 why Cursor iterated faster than anything he's seen outside an Elon company 32:21 what both deals say about strategic value versus business quality 34:10 why he doesn't think a VC's job is to know where to build 38:35 "as long as there's a hill for me to climb"

MTS

217,166 views • 1 month ago