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New podcast, new format. Three founders join us. Waste Tokens, Save Time 00:00 Three Frontier Founders 01:27 AI Software Factories 04:15 Waste Tokens, Save Time 05:47 Models Instructing Humans 09:30 Is Pure Software Dead? 12:04 You Don't Get Stuck Anymore With Guillermo Rauch, Max Hodak, and Blake Scholl 🛫.

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Naval

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284,477 просмотров • 2 месяцев назад •via X (Twitter)

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atlas

78,979 просмотров • 2 месяцев назад

NEW EP: Why AGI Will Happen This Decade with Emad Mostaque The AI revolution is here, but *actually* who controls the intelligence we'll all rely on? In today's episode, & Wayne Sim sit down with Emad of Intelligent Internet to cover: > Who Controls AI? > The Ghibli Effect by ChatGPT-4o > Why Most AI Models Are Inefficient > Universal Basic Intelligence > AI Atlantis: Economic Disruption & Rebirth > Credibly Neutral AI Infrastructure Full episode links below. Timestamps: 00:00 Intro 00:56 Mantle Ad 01:37 Ghibli AI Use 04:50 Replacing Humans with AI? 05:21 Artificial Remote Intelligence 10:14 Emad’s Opinion on Better AI Models 12:25 Concentration of Power with AI? 16:34 Training AI Models 20:46 Compute Demand Collapse? 27:00 Abundance of Open Source AI 30:04 Shift Towards Specialized Models 34:05 RedStone Ad 34:18 Frax Ad 34:44 Approaching Biases in AI 45:16 End of Original Thoughts? 50:30 Intelligent Internet & Reinforced Learning 59:07 Coordinating Incentives
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The Rollup

32,804 просмотров • 1 год назад

내가 보려고 모은 #조이 역대 브릿지 파트 모음.zip (Ice Cream Cake~Sweet Dreams) 💚 * 레드벨벳 앨범만 포함했습니다 00:00 Somethin Kinda Crazy 00:05 Take It Slow 00:13 사탕 (Candy) 00:20 Dumb Dumb 00:22 Campfire 00:31 Lady’s Room 00:33 Day 1 00:43 Coold World 00:51 My Dear 00:55 Bad Dracula 00:58 Happily Ever After 01:03 빨간 맛 (Red Flavor) 01:09 여름빛 (Mojito) 01:13 I Just 01:17 Kingdom Come 01:23 두 번째 데이트 (My Second Date) 01:27 Attaboy 01:36 Perfect 10 01:42 달빛소리 01:53 Bad Boy 01:59 Time To Love 02:09 #Cookie Jar 02:13 Aitai-tai 02:20 Power Up 02:23 한 여름의 크리스마스 (With You) 02:30 Mr.E 02:35 Mosquito 02:41 RBB (Really Bad Boy) 02:47 So Good 02:51 멋있게 (Sassy Me) 02:54 Swimming Pool 02:57 Sayonara 03:04 짐살라빔 (Zimzalabim) 03:12 Sunny Side Up! 03:16 Milkshake 03:21 친구가 아냐 (Bing Bing) 03:29 안녕, 여름 (Parade) 03:32 LP 03:41 음파음파 (Umpah Umpah) 03:48 카풀 (Carpool) 03:57 Love Is The Way 04:05 Jumpin’ 04:11 눈 맞추고, 손 맞대고 (Eyes Locked, Hand Locked) 04:17 Psycho 04:24 In & Out 04:34 Remember Forever 04:44 Milky Way 04:52 Queendom 05:00 Pose 05:07 Knock On Wood 05:15 Better Be 05:25 Feel My Rhythm 05:29 Rainbow Halo 05:36 Beg For Me 05:43 In My Dreams 05:48 Marionette 05:50 WILDSIDE 05:54 Jackpot 06:00 Snap Snap 06:08 ‘Cause it’s you 06:14 Color of Love 06:16 Birthday 06:19 BYE BYE 06:22 롤러코스터 (On A Ride) 06:29 Zoom 06:40 Celebrate 06:48 Chill Kill 06:56 Knock Knock (Who’s There?) 06:59 Nightmare 07:03 One Kiss 07:10 Wings 07:21 풍경화 (Scenery) 07:32 Sunflower 07:38 Love Arcade 07:44 Bubble 07:51 Night Drive 07:57 Sweet Dreams
8:06

내가 보려고 모은 #조이 역대 브릿지 파트 모음.zip (Ice Cream Cake~Sweet Dreams) 💚 * 레드벨벳 앨범만 포함했습니다 00:00 Somethin Kinda Crazy 00:05 Take It Slow 00:13 사탕 (Candy) 00:20 Dumb Dumb 00:22 Campfire 00:31 Lady’s Room 00:33 Day 1 00:43 Coold World 00:51 My Dear 00:55 Bad Dracula 00:58 Happily Ever After 01:03 빨간 맛 (Red Flavor) 01:09 여름빛 (Mojito) 01:13 I Just 01:17 Kingdom Come 01:23 두 번째 데이트 (My Second Date) 01:27 Attaboy 01:36 Perfect 10 01:42 달빛소리 01:53 Bad Boy 01:59 Time To Love 02:09 #Cookie Jar 02:13 Aitai-tai 02:20 Power Up 02:23 한 여름의 크리스마스 (With You) 02:30 Mr.E 02:35 Mosquito 02:41 RBB (Really Bad Boy) 02:47 So Good 02:51 멋있게 (Sassy Me) 02:54 Swimming Pool 02:57 Sayonara 03:04 짐살라빔 (Zimzalabim) 03:12 Sunny Side Up! 03:16 Milkshake 03:21 친구가 아냐 (Bing Bing) 03:29 안녕, 여름 (Parade) 03:32 LP 03:41 음파음파 (Umpah Umpah) 03:48 카풀 (Carpool) 03:57 Love Is The Way 04:05 Jumpin’ 04:11 눈 맞추고, 손 맞대고 (Eyes Locked, Hand Locked) 04:17 Psycho 04:24 In & Out 04:34 Remember Forever 04:44 Milky Way 04:52 Queendom 05:00 Pose 05:07 Knock On Wood 05:15 Better Be 05:25 Feel My Rhythm 05:29 Rainbow Halo 05:36 Beg For Me 05:43 In My Dreams 05:48 Marionette 05:50 WILDSIDE 05:54 Jackpot 06:00 Snap Snap 06:08 ‘Cause it’s you 06:14 Color of Love 06:16 Birthday 06:19 BYE BYE 06:22 롤러코스터 (On A Ride) 06:29 Zoom 06:40 Celebrate 06:48 Chill Kill 06:56 Knock Knock (Who’s There?) 06:59 Nightmare 07:03 One Kiss 07:10 Wings 07:21 풍경화 (Scenery) 07:32 Sunflower 07:38 Love Arcade 07:44 Bubble 07:51 Night Drive 07:57 Sweet Dreams

맑음쨩 🍏

20,678 просмотров • 1 год назад

Michael Truell (Michael Truell), co-founder and CEO of Anysphere, the company behind Cursor, joined Garry Tan to talk about building one of the fastest-growing startups of all time—and why he's betting everything on a world beyond code. He walks through the early insights that led him and his co-founders to leave a promising AI-powered CAD project and instead chase a bigger dream: reinventing how software is written. From the hard years of false starts and rewrites to Cursor's breakthrough moment, Michael explains what it really takes to build a tool that could eventually replace programming as we know it. He also reflects on their first 10 hires, why taste still matters, and how the decade ahead will unlock a new kind of creativity for builders everywhere. 01:00 - A new way to build software 04:50 - Two ways to view LLMs 05:50 - Bottlenecks to superhuman agents 08:30 - New approaches to coding UI 09:40 - Why taste still matters 12:15 - Niche software opportunities 13:30 - Cursor origin story 16:00 - The first problem they tried solving 17:20 - Why they abandoned the CAD idea 21:00 - Pivoting to Cursor 23:00 - Following the scaling laws 27:00 - Getting to PMF 30:00 - “Dogfooding” 31:00 - First 10 hires 32:50 - How to evaluate great engineers 33:45 - Maintaining the hacker mindset 35:00 - What are the moats for AI coding tools? 37:00 - Looking ahead
37:28

Michael Truell (Michael Truell), co-founder and CEO of Anysphere, the company behind Cursor, joined Garry Tan to talk about building one of the fastest-growing startups of all time—and why he's betting everything on a world beyond code. He walks through the early insights that led him and his co-founders to leave a promising AI-powered CAD project and instead chase a bigger dream: reinventing how software is written. From the hard years of false starts and rewrites to Cursor's breakthrough moment, Michael explains what it really takes to build a tool that could eventually replace programming as we know it. He also reflects on their first 10 hires, why taste still matters, and how the decade ahead will unlock a new kind of creativity for builders everywhere. 01:00 - A new way to build software 04:50 - Two ways to view LLMs 05:50 - Bottlenecks to superhuman agents 08:30 - New approaches to coding UI 09:40 - Why taste still matters 12:15 - Niche software opportunities 13:30 - Cursor origin story 16:00 - The first problem they tried solving 17:20 - Why they abandoned the CAD idea 21:00 - Pivoting to Cursor 23:00 - Following the scaling laws 27:00 - Getting to PMF 30:00 - “Dogfooding” 31:00 - First 10 hires 32:50 - How to evaluate great engineers 33:45 - Maintaining the hacker mindset 35:00 - What are the moats for AI coding tools? 37:00 - Looking ahead

Y Combinator

337,015 просмотров • 1 год назад

Some personal news - I am launching a podcast HD in HD Podcast to share what would normally be offline conversations with exceptional people online. Have had the great fortune of co-founding BRex which has led to several great relationships with other builders over the years. I find that the best way to learn anything is through conversations with brilliant people. To kick things off, listen in on a thoughtful conversation with Vlad Tenev. Hope you enjoy these off the script conversations. 00:00:00 Introduction 00:01:00 Decision to stop drinking 00:07:26 Day of the IPO feeling 00:12:37 How Vlad was as a kid 00:19:51 Raising kids 00:24:01 Source of motivation 00:24:48 Getting into Stanford 00:30:05 Time at Stanford 00:33:32 Grad school 00:42:25 First company 00:48:35 Second company 00:53:10 Beginning of Robinhood 00:59:54 Positioning of Robinhood 01:04:04 Being depicted in movies 01:12:06 Trader influencers 01:15:27 Serving active traders 01:20:26 Meeting wife 01:27:13 Downsides & upsides of being a CEO 01:31:30 Minimizing phone addiction 01:35:06 GameStop 01:49:02 Final learnings
1:56:22

Some personal news - I am launching a podcast HD in HD Podcast to share what would normally be offline conversations with exceptional people online. Have had the great fortune of co-founding BRex which has led to several great relationships with other builders over the years. I find that the best way to learn anything is through conversations with brilliant people. To kick things off, listen in on a thoughtful conversation with Vlad Tenev. Hope you enjoy these off the script conversations. 00:00:00 Introduction 00:01:00 Decision to stop drinking 00:07:26 Day of the IPO feeling 00:12:37 How Vlad was as a kid 00:19:51 Raising kids 00:24:01 Source of motivation 00:24:48 Getting into Stanford 00:30:05 Time at Stanford 00:33:32 Grad school 00:42:25 First company 00:48:35 Second company 00:53:10 Beginning of Robinhood 00:59:54 Positioning of Robinhood 01:04:04 Being depicted in movies 01:12:06 Trader influencers 01:15:27 Serving active traders 01:20:26 Meeting wife 01:27:13 Downsides & upsides of being a CEO 01:31:30 Minimizing phone addiction 01:35:06 GameStop 01:49:02 Final learnings

Henrique Dubugras

27,801 просмотров • 1 год назад

I only invest in $TAO now It is the most compelling ecosystem in crypto with the highest rate of product iteration and talent density I've ever come across My discussion with Wei below on Supercycle 00:00 Introduction 01:50 Macro Outlook 09:48 Speculative demand shift from crypto to AI 12:31 JP Morgan and the institutionalization of blockchain 15:15 AI vs. crypto: intelligence amplifiers vs. value representation 22:50 Korea's "Salaryman" dream and social drivers of crypto volume 33:00 Discovering Bittensor and decentralized systems 41:42 Why decentralized AI matters as a counterweight to frontier labs 47:53 Metanova (SN68) and AI drug discovery on Bittensor 01:04:32 Babelbit (SN59), Yanez (SN54), Beam (SN105) 01:08:45 Why founders choose Bittensor over traditional VC
1:14:48

I only invest in $TAO now It is the most compelling ecosystem in crypto with the highest rate of product iteration and talent density I've ever come across My discussion with Wei below on Supercycle 00:00 Introduction 01:50 Macro Outlook 09:48 Speculative demand shift from crypto to AI 12:31 JP Morgan and the institutionalization of blockchain 15:15 AI vs. crypto: intelligence amplifiers vs. value representation 22:50 Korea's "Salaryman" dream and social drivers of crypto volume 33:00 Discovering Bittensor and decentralized systems 41:42 Why decentralized AI matters as a counterweight to frontier labs 47:53 Metanova (SN68) and AI drug discovery on Bittensor 01:04:32 Babelbit (SN59), Yanez (SN54), Beam (SN105) 01:08:45 Why founders choose Bittensor over traditional VC

Jack Ai-Leung

53,120 просмотров • 4 месяцев назад

State of AI compute 2026: my conversation with stephen balaban of Lambda on the neocloud boom, data centers, GPUs and what's ahead 00:00 — Cold open 01:21 — Why GPU compute was never a commodity 02:45 — The H100 price index and what it gets wrong 04:02 — The real moat: technology or financing? 05:57 — Winner-take-all, or room for many neoclouds 06:48 — Are we overbuilding or underbuilding AI compute? 09:26 — What if AI gets 10x more compute-efficient? 10:44 — The real bottleneck: land, power, and shell 11:38 — The backlash against data centers — and the misinformation 15:00 — Opening the hood: from photons to tokens 17:11 — Extracting more value from the same chip 19:26 — Frontier inference and distributed training, explained 23:26 — What actually drives compute cost 25:21 — Lambda's chip stack and the NVIDIA relationship 26:17 — A multi-silicon world? CUDA, CUDNN, and NVIDIA's real moat 28:59 — Networking, storage, and the one-click cluster 34:46 — Renting vs. owning, and full vertical integration 36:24 — How global is Lambda? Does location still matter? 38:44 — The financing stack: off-take agreements, SPVs, and credit 41:16 — Why a 2023 GPU leases for more today 42:36 — A futures market for compute? 43:54 — Origin story: facial recognition, Perceptio, and Apple 47:03 — The Lambda hat and Dream Scope 48:59 — The $60K bet that became a cloud business 52:00 — Holding the team together through the hard times 54:30 — Bringing on a new CEO; Stephen as CTO 57:33 — Matching xAI on high-velocity deployment 59:29 — "AI won't write software — it will become the software" 01:01:30 — Neural software vs. vibe coding 01:04:25 — Do agents change the compute layer 01:06:14 — Self-assembling software inside Lambda 01:08:18 — Gigawatt-scale AI factories 01:08:57 — One person, one GPU 01:12:04 — Hot takes: overrated and underrated in AI
1:14:27

State of AI compute 2026: my conversation with stephen balaban of Lambda on the neocloud boom, data centers, GPUs and what's ahead 00:00 — Cold open 01:21 — Why GPU compute was never a commodity 02:45 — The H100 price index and what it gets wrong 04:02 — The real moat: technology or financing? 05:57 — Winner-take-all, or room for many neoclouds 06:48 — Are we overbuilding or underbuilding AI compute? 09:26 — What if AI gets 10x more compute-efficient? 10:44 — The real bottleneck: land, power, and shell 11:38 — The backlash against data centers — and the misinformation 15:00 — Opening the hood: from photons to tokens 17:11 — Extracting more value from the same chip 19:26 — Frontier inference and distributed training, explained 23:26 — What actually drives compute cost 25:21 — Lambda's chip stack and the NVIDIA relationship 26:17 — A multi-silicon world? CUDA, CUDNN, and NVIDIA's real moat 28:59 — Networking, storage, and the one-click cluster 34:46 — Renting vs. owning, and full vertical integration 36:24 — How global is Lambda? Does location still matter? 38:44 — The financing stack: off-take agreements, SPVs, and credit 41:16 — Why a 2023 GPU leases for more today 42:36 — A futures market for compute? 43:54 — Origin story: facial recognition, Perceptio, and Apple 47:03 — The Lambda hat and Dream Scope 48:59 — The $60K bet that became a cloud business 52:00 — Holding the team together through the hard times 54:30 — Bringing on a new CEO; Stephen as CTO 57:33 — Matching xAI on high-velocity deployment 59:29 — "AI won't write software — it will become the software" 01:01:30 — Neural software vs. vibe coding 01:04:25 — Do agents change the compute layer 01:06:14 — Self-assembling software inside Lambda 01:08:18 — Gigawatt-scale AI factories 01:08:57 — One person, one GPU 01:12:04 — Hot takes: overrated and underrated in AI

Matt Turck

70,916 просмотров • 1 месяц назад