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NEW PODCAST EPISODE! Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (00:00) Introduction (03:50) Understanding Constellation Software's Business Model (06:40) The Bear Case: AI Disruption and Market Concerns (15:45) Acquisition Strategy (19:45) Leadership Transition and Its Implications (28:29) Cultural Impact and Decentralization in Business (29:04) AI's...

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Chit Chat Stocks

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33,278 görüntüleme • 6 ay önce •via X (Twitter)

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🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 Ryan Henderson: Should I Buy Monday dotcom Stock? $MNDY (00:00) Introduction (03:37) Growth Metrics and Business Model (06:19) History (09:30) Understanding the Product and User Experience (12:20) Market Position and Competitive Landscape (15:16) Financial Analysis and Valuation Insights (33:28) Profit Margins and Stock-Based Compensation (43:25) The Stickiness of Software and Customer Retention (49:53) AI's Impact on Task Management Software (57:30) Management Dynamics and Company Valuation Listen to the full episode of the Chit Chat Stocks Podcast on YouTube, Spotify, or Apple Podcasts
1:05:32

🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 Ryan Henderson: Should I Buy Monday dotcom Stock? $MNDY (00:00) Introduction (03:37) Growth Metrics and Business Model (06:19) History (09:30) Understanding the Product and User Experience (12:20) Market Position and Competitive Landscape (15:16) Financial Analysis and Valuation Insights (33:28) Profit Margins and Stock-Based Compensation (43:25) The Stickiness of Software and Customer Retention (49:53) AI's Impact on Task Management Software (57:30) Management Dynamics and Company Valuation Listen to the full episode of the Chit Chat Stocks Podcast on YouTube, Spotify, or Apple Podcasts

Chit Chat Stocks

11,375 görüntüleme • 8 ay önce

NEW PODCAST EPISODE! Rod Alzmann returns to discuss the latest microcap deep value stock he is buying (00:00) Introduction (00:57) Why is [X Stock] down 97%? (02:10) Historical context and sector-wide decline (04:05) Company-specific deterioration factors (05:32) Impact of federal law and tax issues (06:59) Financial health and cash position (11:30) Regulatory risks and potential de-scheduling (15:49) Virginia legislation and market opportunity (20:46) Potential acquisition scenarios (24:09) Board engagement and governance signals (29:10) Treasury management and cash utilization (34:26) Board communications and shareholder rights (36:44) Risks to the business and downside scenarios (40:56) Stock valuation and intrinsic value (43:45) Market cycle and supply-demand dynamics (50:29) Market interest and short-selling activity (53:55) What investors are missing about the stock (56:31) Summary and closing thoughts Follow the Chit Chat Stocks Podcast on YouTube, Spotify, and Apple Podcasts
1:00:09

NEW PODCAST EPISODE! Rod Alzmann returns to discuss the latest microcap deep value stock he is buying (00:00) Introduction (00:57) Why is [X Stock] down 97%? (02:10) Historical context and sector-wide decline (04:05) Company-specific deterioration factors (05:32) Impact of federal law and tax issues (06:59) Financial health and cash position (11:30) Regulatory risks and potential de-scheduling (15:49) Virginia legislation and market opportunity (20:46) Potential acquisition scenarios (24:09) Board engagement and governance signals (29:10) Treasury management and cash utilization (34:26) Board communications and shareholder rights (36:44) Risks to the business and downside scenarios (40:56) Stock valuation and intrinsic value (43:45) Market cycle and supply-demand dynamics (50:29) Market interest and short-selling activity (53:55) What investors are missing about the stock (56:31) Summary and closing thoughts Follow the Chit Chat Stocks Podcast on YouTube, Spotify, and Apple Podcasts

Chit Chat Stocks

32,053 görüntüleme • 5 ay önce

🔈BidCast - New Interview with Mike Horton from on $GEOD We discuss: 📌 Geodnet's device economics and growth flywheel 📌 Breakdown of its $3.5-4 mm ARR and path to $10 mm ARR with a diverse range of potential customers 📌 Tokenomics breakdown and math on net-burn 📌 Why Robotics is their #1 focus today with upside to $1 Bn ARR target longer-term Links 👇 Summary → YouTube → Timestamps 👇 00:00 Opening 00:44 Introduction to GeodNet and Its Technology 03:45 Understanding the Cost Differences in Base Stations 06:43 Market Competition and Hardware Evolution 09:34 Tokenomics and Network Coverage 11:19 Marketing Strategies and Community Engagement 13:14 Empowering Small Businesses with GeodNet 16:40 Manufacturing Challenges and Decentralization 18:46 Revenue Growth and Customer Base 23:48 Future Projections and Backlogs 27:45 Understanding Customer Dynamics and Token Economics 31:40 Exploring New Use Cases and Revenue Opportunities 35:23 The Role of Robotics in Future Growth 40:35 The Impact of Robotics on Market Dynamics 45:16 Innovations in Indoor Positioning and Satellite Technology 50:44 Competing in the Global Robotics Market 57:33 Financial Sustainability and Future Outlook
58:42

🔈BidCast - New Interview with Mike Horton from on $GEOD We discuss: 📌 Geodnet's device economics and growth flywheel 📌 Breakdown of its $3.5-4 mm ARR and path to $10 mm ARR with a diverse range of potential customers 📌 Tokenomics breakdown and math on net-burn 📌 Why Robotics is their #1 focus today with upside to $1 Bn ARR target longer-term Links 👇 Summary → YouTube → Timestamps 👇 00:00 Opening 00:44 Introduction to GeodNet and Its Technology 03:45 Understanding the Cost Differences in Base Stations 06:43 Market Competition and Hardware Evolution 09:34 Tokenomics and Network Coverage 11:19 Marketing Strategies and Community Engagement 13:14 Empowering Small Businesses with GeodNet 16:40 Manufacturing Challenges and Decentralization 18:46 Revenue Growth and Customer Base 23:48 Future Projections and Backlogs 27:45 Understanding Customer Dynamics and Token Economics 31:40 Exploring New Use Cases and Revenue Opportunities 35:23 The Role of Robotics in Future Growth 40:35 The Impact of Robotics on Market Dynamics 45:16 Innovations in Indoor Positioning and Satellite Technology 50:44 Competing in the Global Robotics Market 57:33 Financial Sustainability and Future Outlook

BidClub

16,357 görüntüleme • 1 yıl önce

My conversation with Eric. Him and Patrick Grove are building one of Southeast Asia's most interesting buy-and-build platforms. They've completed 14 acquisitions (eight in 12 months) while creating a permanent home for market-leading businesses across digital media, B2B exhibitions, and vertical software. We dive deep into capital allocation, decentralized operations, buy-and-build strategies and why live events may become even more valuable in the AI era. Enjoy! Timestamps: 0:00 Building Southeast Asia's serial acquirer 1:00 From failed startup to Catcha Digital 8:20 How Catcha Digital operates a decentralized holding company 13:05 Why 99 out of 100 acquisition opportunities get rejected 15:25 Lessons from Sweden's best serial acquirers 24:00 Why B2B trade exhibitions are exceptional businesses 28:40 The software acquisition strategy inspired by Constellation Software 30:15 The buy-and-build playbook behind Catcha Digital's growth 39:00 Learning from Danaher, Roper, Constellation & other compounders 43:50 Why live events become more valuable in an AI world 47:00 Working with Patrick Grove & building an acquisition machine 51:00 Capital allocation, going public & balancing long-term thinking with quarterly results
1:01:48

My conversation with Eric. Him and Patrick Grove are building one of Southeast Asia's most interesting buy-and-build platforms. They've completed 14 acquisitions (eight in 12 months) while creating a permanent home for market-leading businesses across digital media, B2B exhibitions, and vertical software. We dive deep into capital allocation, decentralized operations, buy-and-build strategies and why live events may become even more valuable in the AI era. Enjoy! Timestamps: 0:00 Building Southeast Asia's serial acquirer 1:00 From failed startup to Catcha Digital 8:20 How Catcha Digital operates a decentralized holding company 13:05 Why 99 out of 100 acquisition opportunities get rejected 15:25 Lessons from Sweden's best serial acquirers 24:00 Why B2B trade exhibitions are exceptional businesses 28:40 The software acquisition strategy inspired by Constellation Software 30:15 The buy-and-build playbook behind Catcha Digital's growth 39:00 Learning from Danaher, Roper, Constellation & other compounders 43:50 Why live events become more valuable in an AI world 47:00 Working with Patrick Grove & building an acquisition machine 51:00 Capital allocation, going public & balancing long-term thinking with quarterly results

PrivateEquityGuy (Mikk Markus)

22,769 görüntüleme • 23 gün önce

EXCLUSIVE: Full interview with Charles Hoskinson as he dives into politics and public perception, the importance of governance, AI's emerging threat to crypto ecosystems and privacy. 00:00 Market Manipulation and Political Weaponization 00:24 Breaking Free: Privacy and Blockchain 00:45 Introduction to the Interview 02:05 Charles Hoskinson on Social Media and Bots 04:16 Crypto Industry's Current Challenges 06:01 Retail Investors and Market Polarization 06:35 Lost Soul of Cryptocurrency 10:42 Trump's Impact on Crypto Legislation 13:42 Regulatory Framework and Government Involvement 19:52 Leadership and Strategy in Crypto Regulation 29:05 Frustrations with Current Financial Regulations 30:25 Political Challenges in Passing Crypto Legislation 31:37 Lack of Accountability in Government 37:21 Global Crypto Market Outlook 40:52 Cardano's Achievements and Future Plans 46:48 Midnight and the Future of Privacy in Crypto 52:52 AI and Quantum Threats to Crypto 55:24 Conclusion and Final Thoughts
55:41

EXCLUSIVE: Full interview with Charles Hoskinson as he dives into politics and public perception, the importance of governance, AI's emerging threat to crypto ecosystems and privacy. 00:00 Market Manipulation and Political Weaponization 00:24 Breaking Free: Privacy and Blockchain 00:45 Introduction to the Interview 02:05 Charles Hoskinson on Social Media and Bots 04:16 Crypto Industry's Current Challenges 06:01 Retail Investors and Market Polarization 06:35 Lost Soul of Cryptocurrency 10:42 Trump's Impact on Crypto Legislation 13:42 Regulatory Framework and Government Involvement 19:52 Leadership and Strategy in Crypto Regulation 29:05 Frustrations with Current Financial Regulations 30:25 Political Challenges in Passing Crypto Legislation 31:37 Lack of Accountability in Government 37:21 Global Crypto Market Outlook 40:52 Cardano's Achievements and Future Plans 46:48 Midnight and the Future of Privacy in Crypto 52:52 AI and Quantum Threats to Crypto 55:24 Conclusion and Final Thoughts

CoinDesk

124,847 görüntüleme • 7 ay önce

Perplexity co-founder and CEO Aravind Srinivas (Aravind Srinivas) on the race to build the AI browser of the future. At AI Startup School in San Francisco. 00:48 - Perplexity's Current Status and Challenges 01:16 - Future Plans: The Browser Bet 03:18 - Competition and Market Dynamics 04:43 - The Importance of Speed and Innovation 05:51 - Founding Perplexity: The Early Days 09:18 - Product Evolution and User Experience 19:44 - Running the Company and Future Outlook 20:15 - AI Tools in Software Engineering 20:31 - Adoption and Implementation of AI Coding Tools 21:11 - Challenges and Benefits of AI in Development 22:35 - Brand Value and Competition 23:56 - Network Effects and Integrations 27:40 - Business Model and Revenue Streams 29:54 - Advice for Founders 31:33 - Audience Q&A
43:12

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

Y Combinator

236,501 görüntüleme • 1 yıl önce

BG2. Ep 17. Double $NVDA! System Level Comp Moat, “Insane Demand”, Inference Explosion 1 B x, Memphis Supercluster, OpenAI, & more. Brad Gerstner Clark Tang Bill Gurley (00:00) Intro (1:50) The Evolution of AGI and Personal Assistants (06:03) NVIDIA's Competitive Moat (15:51 ) The Future of Inference and Training in AI (19:01) Building the AI Infrastructure (31:35) Inventing a New Market in an AI Future (38:40) The Impact of OpenAI (43:25) The Future of AI Models (46.44) and Memphis Supercluster (51:21) Distributed Computing and Inference Scaling (55:54) Inference Time Reasoning and Its Importance (01:00:46) AI's Role in Growing Business and Improving Productivity (01:08:00) Ensuring Safe AI Development (01:12:31) The Balance of Open Source and Closed Source AI
1:21:13

BG2. Ep 17. Double $NVDA! System Level Comp Moat, “Insane Demand”, Inference Explosion 1 B x, Memphis Supercluster, OpenAI, & more. Brad Gerstner Clark Tang Bill Gurley (00:00) Intro (1:50) The Evolution of AGI and Personal Assistants (06:03) NVIDIA's Competitive Moat (15:51 ) The Future of Inference and Training in AI (19:01) Building the AI Infrastructure (31:35) Inventing a New Market in an AI Future (38:40) The Impact of OpenAI (43:25) The Future of AI Models (46.44) and Memphis Supercluster (51:21) Distributed Computing and Inference Scaling (55:54) Inference Time Reasoning and Its Importance (01:00:46) AI's Role in Growing Business and Improving Productivity (01:08:00) Ensuring Safe AI Development (01:12:31) The Balance of Open Source and Closed Source AI

Bg2 Pod

487,379 görüntüleme • 1 yıl önce

Introducing the first episode of the Legion Rally podcast with @D0itdifferent & . Crypto founders will come on the show to pitch their project and get questions/feedback from Legion co-founders, as well as viewers. For the first episode, they chat with Kelmat (João Moreira), CEO of Mystic Finance, to explore how RWA tokenization is reshaping DeFi lending. Time stamps below. 00:00 - Introductions 03:06 - João's Journey to Mystic Finance 03:48 - Challenges in the Crypto Space 04:26 - The Liquidation Problem 07:08 - Focus on Tokenized Funds 09:11 - Product Overview 15:07 - Market Trends and Growth 18:14 - Scaling for Large Players 19:50 - Benefits of On-Chain Assets 27:51 - Customer Base and Revenue Model 29:37 - Go-To-Market Strategy 33:41 - Business Model Overview 35:39 - Fundraising Plans 36:13 - Closing Remarks
36:51

Introducing the first episode of the Legion Rally podcast with @D0itdifferent & . Crypto founders will come on the show to pitch their project and get questions/feedback from Legion co-founders, as well as viewers. For the first episode, they chat with Kelmat (João Moreira), CEO of Mystic Finance, to explore how RWA tokenization is reshaping DeFi lending. Time stamps below. 00:00 - Introductions 03:06 - João's Journey to Mystic Finance 03:48 - Challenges in the Crypto Space 04:26 - The Liquidation Problem 07:08 - Focus on Tokenized Funds 09:11 - Product Overview 15:07 - Market Trends and Growth 18:14 - Scaling for Large Players 19:50 - Benefits of On-Chain Assets 27:51 - Customer Base and Revenue Model 29:37 - Go-To-Market Strategy 33:41 - Business Model Overview 35:39 - Fundraising Plans 36:13 - Closing Remarks

LEGION

28,569 görüntüleme • 10 ay önce

As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future
1:03:13

As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future

Raoul Pal

280,175 görüntüleme • 1 yıl önce

.Sankaet is the founder and CEO of Foundation. Sankaet believes humanoids are the obvious, hard answer to automating work humans don’t want to do. We sat down at Foundation’s San Francisco office to talk about the vision, actuator technology, business case, AI, and more. 00:43 Intro 00:56 Sankaet's shift from fintech to humanoids 02:13 Boardwalk acquisition 04:48 Why humanoids for industrial use cases 09:05 Cycloidal gearboxes 13:00 Scaling to thousands of robots 15:08 Business case and unit economics 19:29 Solving AI data scarcity 22:19 Insights from pilot deployments 25:46 Home and healthcare applications 29:23 Defense use case strategy
32:33

.Sankaet is the founder and CEO of Foundation. Sankaet believes humanoids are the obvious, hard answer to automating work humans don’t want to do. We sat down at Foundation’s San Francisco office to talk about the vision, actuator technology, business case, AI, and more. 00:43 Intro 00:56 Sankaet's shift from fintech to humanoids 02:13 Boardwalk acquisition 04:48 Why humanoids for industrial use cases 09:05 Cycloidal gearboxes 13:00 Scaling to thousands of robots 15:08 Business case and unit economics 19:29 Solving AI data scarcity 22:19 Insights from pilot deployments 25:46 Home and healthcare applications 29:23 Defense use case strategy

The Humanoid Hub

45,611 görüntüleme • 1 yıl önce

Interview with $NBIS Nebius CRO marc boroditsky & Alasdair Mann If you enjoy the podcast, please share it with someone who’d appreciate it. Thank you ❤️ Timestamps: 00:00 Introduction to Mark Boroditsky and Nebius 00:41 Landing Major Deals with Microsoft and Meta 02:56 Building and Scaling Data Centers 04:36 Defining Contracted vs. Connected Power 05:45 Managing Demand and Pricing Strategy 07:43 Addressing AI Bottlenecks and Nvidia Partnership 09:54 Power Sources and Energy Strategy 13:39 Growth Metrics and Customer Expansion 23:02 Bitcoin Miners and AI Infrastructure 26:58 Valuable Assets and Market Opportunities 27:43 Skepticism and Market Realities 28:13 Future of Rental Environmental Business 29:05 Enterprise Demand and Market Trends 31:01 Vertical Integration and Competitive Edge 33:08 Specialty Infrastructure and AI 34:16 Cybersecurity in Integrated Cloud 36:19 Customer Feedback and Platform Advantages 43:19 Revenue and Profit Split Insights 47:57 Personal Journey and Joining Neas 51:23 Future Prospects and Execution
54:09

Interview with $NBIS Nebius CRO marc boroditsky & Alasdair Mann If you enjoy the podcast, please share it with someone who’d appreciate it. Thank you ❤️ Timestamps: 00:00 Introduction to Mark Boroditsky and Nebius 00:41 Landing Major Deals with Microsoft and Meta 02:56 Building and Scaling Data Centers 04:36 Defining Contracted vs. Connected Power 05:45 Managing Demand and Pricing Strategy 07:43 Addressing AI Bottlenecks and Nvidia Partnership 09:54 Power Sources and Energy Strategy 13:39 Growth Metrics and Customer Expansion 23:02 Bitcoin Miners and AI Infrastructure 26:58 Valuable Assets and Market Opportunities 27:43 Skepticism and Market Realities 28:13 Future of Rental Environmental Business 29:05 Enterprise Demand and Market Trends 31:01 Vertical Integration and Competitive Edge 33:08 Specialty Infrastructure and AI 34:16 Cybersecurity in Integrated Cloud 36:19 Customer Feedback and Platform Advantages 43:19 Revenue and Profit Split Insights 47:57 Personal Journey and Joining Neas 51:23 Future Prospects and Execution

Daniel Koss

449,769 görüntüleme • 9 ay önce

More good News for Intel, AI Model Trends, Future of Datacenter With Ben Bajarin and Jay Goldberg 顾忠南 Chapters (00:00) Intel's New Partnership with Tesla (03:02) Market Reactions and Implications for Intel (05:53) Google's Collaboration with Intel (08:56) The Semiconductor Market Dynamics (12:06) Valuation Discrepancies in the Semiconductor Sector (14:59) Deep Dive into Semiconductor Supply Chains (17:56) Future of Data Centers and Energy Efficiency (22:38) The Evolution of Data Center Design (31:24) AI's Impact on Software and Productivity (39:10) Token Usage and Efficiency in AI (42:35) Cost Dynamics in the Semiconductor Industry
44:01

More good News for Intel, AI Model Trends, Future of Datacenter With Ben Bajarin and Jay Goldberg 顾忠南 Chapters (00:00) Intel's New Partnership with Tesla (03:02) Market Reactions and Implications for Intel (05:53) Google's Collaboration with Intel (08:56) The Semiconductor Market Dynamics (12:06) Valuation Discrepancies in the Semiconductor Sector (14:59) Deep Dive into Semiconductor Supply Chains (17:56) Future of Data Centers and Energy Efficiency (22:38) The Evolution of Data Center Design (31:24) AI's Impact on Software and Productivity (39:10) Token Usage and Efficiency in AI (42:35) Cost Dynamics in the Semiconductor Industry

The Circuit

17,871 görüntüleme • 4 ay önce

On the latest episode of our podcast, research lead Irina and host Hannah Fry discuss the exciting potential of AI tutors – like our LearnLM Learning Coach on YouTube – to personalize learning and support teachers. 🧠 Watch the full episode now ↓ Timestamps: 00:06 Intro 01:37 Breaking into education 04:08 AI tutor 08:12 The future 10:38 Irina's journey 13:53 Reasoning and teaching 15:05 The optimal strategy for teaching 17:54 Good pedagogy 21:15 GenAI for Education 23:50 AI for history 27:55 Arizona State University 29:43 Self disclosure and anthropomorphism 34:45 Cheating and student engagement 37:00 Dependency on AI 39:42 Research results 41:25 Reflections from Hannah
42:53

On the latest episode of our podcast, research lead Irina and host Hannah Fry discuss the exciting potential of AI tutors – like our LearnLM Learning Coach on YouTube – to personalize learning and support teachers. 🧠 Watch the full episode now ↓ Timestamps: 00:06 Intro 01:37 Breaking into education 04:08 AI tutor 08:12 The future 10:38 Irina's journey 13:53 Reasoning and teaching 15:05 The optimal strategy for teaching 17:54 Good pedagogy 21:15 GenAI for Education 23:50 AI for history 27:55 Arizona State University 29:43 Self disclosure and anthropomorphism 34:45 Cheating and student engagement 37:00 Dependency on AI 39:42 Research results 41:25 Reflections from Hannah

Google DeepMind

127,284 görüntüleme • 1 yıl önce

1/ New episode – Making the Internet AI-Native with Andrej from Grass Host: Connor Lovely 🎬 We discuss: - An inside look at their revenue and customer base 👀 - How they're upgrading the Internet from the bottom up - What LCR is and why it's so important for our AI future Timestamps: 00:00 - Introduction 01:03 - Shifts in AI and Crypto Landscapes 02:15 - Diminishing Returns in AI Scaling 04:48 - The Evolution of AI Models 06:06 - Grass’s Position in the AI Industry 09:07 - Challenges in Multimodal Data 11:06 - Live Context Retrieval Explained 13:11 - The Future of AI Search 15:07 - The Scraping Dilemma 18:08 - Grass’s Unique Opportunity 22:05 - Current Node Count and Future Goals 24:29 - Grasshopper and Network Expansion 28:08 - Grass’s Identity: DePIN or AI Project? 30:23 - ClipTagger12B and Video Search Innovations 39:40 - Customer Engagement and Revenue Insights 45:04 - Future Growth and Market Potential Watch on other platforms below ⬇️
53:22

1/ New episode – Making the Internet AI-Native with Andrej from Grass Host: Connor Lovely 🎬 We discuss: - An inside look at their revenue and customer base 👀 - How they're upgrading the Internet from the bottom up - What LCR is and why it's so important for our AI future Timestamps: 00:00 - Introduction 01:03 - Shifts in AI and Crypto Landscapes 02:15 - Diminishing Returns in AI Scaling 04:48 - The Evolution of AI Models 06:06 - Grass’s Position in the AI Industry 09:07 - Challenges in Multimodal Data 11:06 - Live Context Retrieval Explained 13:11 - The Future of AI Search 15:07 - The Scraping Dilemma 18:08 - Grass’s Unique Opportunity 22:05 - Current Node Count and Future Goals 24:29 - Grasshopper and Network Expansion 28:08 - Grass’s Identity: DePIN or AI Project? 30:23 - ClipTagger12B and Video Search Innovations 39:40 - Customer Engagement and Revenue Insights 45:04 - Future Growth and Market Potential Watch on other platforms below ⬇️

Proof of Coverage | Tech’s Creative Agency

98,908 görüntüleme • 10 ay önce