正在加载视频...

视频加载失败

返回首页

Sat down with Elad Gil — entrepreneur, investor and future-forward optimist. We spoke about blank slates, declining institutions, optimism, investing versus operating, the deferral of adulthood, the deterioration of speed, defense tech, human capital flows, and what happens when AI exports French culture. 0:00 - Intro 6:11 - Blank...

laboss's profile picture

Alex LaBossiere

2,947 subscribers

50,019 次观看 • 2 年前 •via X (Twitter)

科学技术新闻政治教育
LIVE

Anya Rossi• Live Now

Private livecam show

10 条评论

Alex LaBossiere 的头像
Alex LaBossiere2 年前

Elad’s site: Listen to the full episode: Apple: Spotify: Youtube:

Santiago Pliego 的头像
Santiago Pliego2 年前

@eladgil Very good!

Glauber Costa 的头像
Glauber Costa2 年前

@eladgil lol that guy doesn't even look like @eladgil . Clearly fake. He doesn't have a beard and resembles Goku from Dragon Ball.

Gaurav Sharma 的头像
Gaurav Sharma2 年前

@eladgil Elad is the best- incredibly insightful!

Keyana Sapp 的头像
Keyana Sapp2 年前

@eladgil Let's go. Excited for this one

Maanav Khaitan 的头像
Maanav Khaitan2 年前

@eladgil Lfg

eric rubin 的头像
eric rubin2 年前

@eladgil awesome

kishan Boriya (Ikigai Media) 的头像
kishan Boriya (Ikigai Media)2 年前

@eladgil Love it. Very well short and edited 🤌🏻 @adlabossiere

Wasaam Ahmed 的头像
Wasaam Ahmed1 年前

@eladgil A really good discussion.

TheEarningsNugget 的头像
TheEarningsNugget2 年前

@eladgil "#53 - Elad Gil: Blank Slates, Investing vs Operating, and the Future of AI" SUMMARY

相关视频

My conversation with John Zito, co-president at Apollo, on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest, funniest, and most creative people I’ve met in this business. Enjoy! Timestamps 0:00 Intro 0:55 The Evolution of Capital Markets 2:58 Apollo's Growth and Market Innovations 7:12 Global Capital Markets and Geopolitical Shifts 10:56 Innovations in Financing and Investment Strategies 16:05 Athene 21:57 The Future of Asset Management & Market Trends 22:31 The Role of Fees and Business Models in Asset Management 33:33 The Impact of Liquidity and Market Structure 41:33 Apollo's Culture and Shareholder Value 48:22 The Future of Private and Public Markets 53:20 Building a Great Origination Platform 58:46 Case Study: Carvana 1:05:32 Case Study: Hertz 1:10:17 The Role of AI in Finance 1:14:24 Opportunities in Capital Markets 1:19:36 Finding Meaning in Finance 1:25:34 The Kindest Thing
1:26:22

My conversation with John Zito, co-president at Apollo, on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest, funniest, and most creative people I’ve met in this business. Enjoy! Timestamps 0:00 Intro 0:55 The Evolution of Capital Markets 2:58 Apollo's Growth and Market Innovations 7:12 Global Capital Markets and Geopolitical Shifts 10:56 Innovations in Financing and Investment Strategies 16:05 Athene 21:57 The Future of Asset Management & Market Trends 22:31 The Role of Fees and Business Models in Asset Management 33:33 The Impact of Liquidity and Market Structure 41:33 Apollo's Culture and Shareholder Value 48:22 The Future of Private and Public Markets 53:20 Building a Great Origination Platform 58:46 Case Study: Carvana 1:05:32 Case Study: Hertz 1:10:17 The Role of AI in Finance 1:14:24 Opportunities in Capital Markets 1:19:36 Finding Meaning in Finance 1:25:34 The Kindest Thing

Patrick OShaughnessy

163,516 次观看 • 1 年前

NEW POD | EP 76 🎙️ Q4 State of The Crypto Market ft. Imran & qw 1:05 We’re Back 2:25 Where Are We In This Cycle? 4:31 AI and Stock Market 6:27 AI Bubble 10:15 Energy Consumption and Production 16:34 China and US Innovation 17:44 Aster 18:52 Hyperliquid and Aster Competition 22:48 Proxy Wars in Crypto 26:33 Future of Crypto Exchanges 27:32 Binance vs Solana 32:59 Moats in Crypto 33:43 Crypto Lending 35:25 TradFi Banking and Crypto Custody 36:48 Social Aspect in Crypto 38:09 AI Glasses and Social Media 45:05 Waymo and Robo Taxis 49:10 Prediction Markets 50:54 Kalshi and PolyMarket Competition 55:27 Convergence of Speculative Markets 57:35 59:00 Overheard 1:02:08 DATs 1:05:26 Stripe and Stablecoins 1:07:10 Genius Act and New Stablecoins 1:07:43 Stablecoin as a Micropayment 1:11:23 Pump and Streaming 1:14:53 Apps to Watch 1:17:12 Stablecoin Growth 1:19:11 Stablecoin Startups in Different Regions 1:20:05 Novel Ideas for Startups 1:24:03 Wen Cycle Top? Link ↓
1:27:10

NEW POD | EP 76 🎙️ Q4 State of The Crypto Market ft. Imran & qw 1:05 We’re Back 2:25 Where Are We In This Cycle? 4:31 AI and Stock Market 6:27 AI Bubble 10:15 Energy Consumption and Production 16:34 China and US Innovation 17:44 Aster 18:52 Hyperliquid and Aster Competition 22:48 Proxy Wars in Crypto 26:33 Future of Crypto Exchanges 27:32 Binance vs Solana 32:59 Moats in Crypto 33:43 Crypto Lending 35:25 TradFi Banking and Crypto Custody 36:48 Social Aspect in Crypto 38:09 AI Glasses and Social Media 45:05 Waymo and Robo Taxis 49:10 Prediction Markets 50:54 Kalshi and PolyMarket Competition 55:27 Convergence of Speculative Markets 57:35 59:00 Overheard 1:02:08 DATs 1:05:26 Stripe and Stablecoins 1:07:10 Genius Act and New Stablecoins 1:07:43 Stablecoin as a Micropayment 1:11:23 Pump and Streaming 1:14:53 Apps to Watch 1:17:12 Stablecoin Growth 1:19:11 Stablecoin Startups in Different Regions 1:20:05 Novel Ideas for Startups 1:24:03 Wen Cycle Top? Link ↓

Good Game

52,911 次观看 • 1 年前

Here's my 4-hour conversation with Marc Andreessen (Marc Andreessen 🇺🇸), where we discuss a positive vision for the future of America, given the many challenges we face. We talk about the state of the tech industry, the heated AI race, immigration, power & corruption in politics, and of course, most importantly, the critical role of humor and memes to the progress of human civilization. It's here on X in full, and is up everywhere else too. Links in comment. Timestamps: 0:00 - Introduction 1:09 - Best possible future 10:32 - History of Western Civilization 19:51 - Trump in 2025 27:32 - TDS in tech 40:19 - Preference falsification 56:15 - Self-censorship 1:11:18 - Censorship 1:19:57 - Jon Stewart 1:22:43 - Mark Zuckerberg on Joe Rogan 1:31:32 - Government pressure 1:42:19 - Nature of power 1:55:08 - Journalism 2:00:43 - Bill Ackman 2:05:40 - Trump administration 2:13:19 - DOGE 2:27:11 - H1B and immigration 3:05:05 - Little tech 3:17:25 - AI race 3:26:15 - X 3:29:47 - Yann LeCun 3:33:21 - Andrew Huberman 3:34:53 - Success 3:37:49 - God and humanity
3:45:35

Here's my 4-hour conversation with Marc Andreessen (Marc Andreessen 🇺🇸), where we discuss a positive vision for the future of America, given the many challenges we face. We talk about the state of the tech industry, the heated AI race, immigration, power & corruption in politics, and of course, most importantly, the critical role of humor and memes to the progress of human civilization. It's here on X in full, and is up everywhere else too. Links in comment. Timestamps: 0:00 - Introduction 1:09 - Best possible future 10:32 - History of Western Civilization 19:51 - Trump in 2025 27:32 - TDS in tech 40:19 - Preference falsification 56:15 - Self-censorship 1:11:18 - Censorship 1:19:57 - Jon Stewart 1:22:43 - Mark Zuckerberg on Joe Rogan 1:31:32 - Government pressure 1:42:19 - Nature of power 1:55:08 - Journalism 2:00:43 - Bill Ackman 2:05:40 - Trump administration 2:13:19 - DOGE 2:27:11 - H1B and immigration 3:05:05 - Little tech 3:17:25 - AI race 3:26:15 - X 3:29:47 - Yann LeCun 3:33:21 - Andrew Huberman 3:34:53 - Success 3:37:49 - God and humanity

Lex Fridman

813,306 次观看 • 1 年前

Andrew Ng (Andrew Ng) on how startups can build faster with AI. At AI Startup School in San Francisco. 00:31 - The Importance of Speed in Startups 01:13 - Opportunities in the AI Stack 02:06 - The Rise of Agent AI 04:52 - Concrete Ideas for Faster Execution 08:56 - Rapid Prototyping and Engineering 17:06 - The Role of Product Management 21:23 - The Value of Understanding AI 22:33 - Technical Decisions in AI Development 23:26 - Leveraging Gen AI Tools for Startups 24:05 - Building with AI Building Blocks 25:26 - The Importance of Speed in Startups 26:41 - Addressing AI Hype and Misconceptions 37:35 - AI in Education: Current Trends and Future Directions 39:33 - Balancing AI Innovation with Ethical Considerations 41:27 - Protecting Open Source and the Future of AI
43:57

Andrew Ng (Andrew Ng) on how startups can build faster with AI. At AI Startup School in San Francisco. 00:31 - The Importance of Speed in Startups 01:13 - Opportunities in the AI Stack 02:06 - The Rise of Agent AI 04:52 - Concrete Ideas for Faster Execution 08:56 - Rapid Prototyping and Engineering 17:06 - The Role of Product Management 21:23 - The Value of Understanding AI 22:33 - Technical Decisions in AI Development 23:26 - Leveraging Gen AI Tools for Startups 24:05 - Building with AI Building Blocks 25:26 - The Importance of Speed in Startups 26:41 - Addressing AI Hype and Misconceptions 37:35 - AI in Education: Current Trends and Future Directions 39:33 - Balancing AI Innovation with Ethical Considerations 41:27 - Protecting Open Source and the Future of AI

Y Combinator

854,201 次观看 • 1 年前

I sat down with Keith Rabois (Keith Rabois), General Partner Founders Fund and CEO of OpenStore. We spoke about spotting talent, the intricacies of founding vs investing, companies as cults, why you shouldn’t stretch, Keith’s requests for startups, and much more. 0:00 - Intro 2:35 - Bomb-Building and the PayPal Mafia 5:10 - Spotting Talent 11:32 - Where Keith is 1000:1 16:14 - PayPal, Regulation, and Law 22:00 - Regulatory Arbitrage 25:03 - AI 27:46 - Keith’s 5 Bosses 31:04 - How to Operate 34:16 - OpenStore 39:33 - Founding vs Investing 42:48 - Requests for Startups 47:39 - Early-Stage Investing 53:46 - Companies as Cults 56:42 - The Future of Venture 1:00:56 - Not Stretching, Engineering Serendipity, and How to Ask Better Questions 1:06:40 - On Keith 1:08:45 - Time Allocation, Self-Grading, Values, Reading and Legacy 1:16:11 - What Should More People be Thinking About?
1:16:57

I sat down with Keith Rabois (Keith Rabois), General Partner Founders Fund and CEO of OpenStore. We spoke about spotting talent, the intricacies of founding vs investing, companies as cults, why you shouldn’t stretch, Keith’s requests for startups, and much more. 0:00 - Intro 2:35 - Bomb-Building and the PayPal Mafia 5:10 - Spotting Talent 11:32 - Where Keith is 1000:1 16:14 - PayPal, Regulation, and Law 22:00 - Regulatory Arbitrage 25:03 - AI 27:46 - Keith’s 5 Bosses 31:04 - How to Operate 34:16 - OpenStore 39:33 - Founding vs Investing 42:48 - Requests for Startups 47:39 - Early-Stage Investing 53:46 - Companies as Cults 56:42 - The Future of Venture 1:00:56 - Not Stretching, Engineering Serendipity, and How to Ask Better Questions 1:06:40 - On Keith 1:08:45 - Time Allocation, Self-Grading, Values, Reading and Legacy 1:16:11 - What Should More People be Thinking About?

Alex LaBossiere

344,926 次观看 • 2 年前

Cliff Sosin has run one of the most interesting portfolios in public markets—nearly $2B concentrated in just a few companies, which he always knows better than anyone. Over many years, I’ve enjoyed conversations with him on a million topics, and finally convinced him to talk about investing with me for everyone to hear. We start talking about investing overall, and then spend a large part of the conversation hearing his side of the Carvana investing story—one for the ages. Enjoy Timestamps 0:32 Early Career & Discovering Investing 1:49 Starting the Firm 7:23 Defining a Good Business 12:31 Contained vs. Uncontained Businesses 15:30 Mental Models & Market Insights 30:13 The Role of ESG in Investing 34:26 The Carvana Investment Story 41:01 The Complexity of Car Transactions 46:43 Economies of Scale and Trust 49:40 Management Insights 59:07 Operational Issues & Market Challenges 1:19:17 The Role of Word of Mouth in Carvana's Growth 1:20:28 Identifying Early Adopters 1:27:19 The Apollo Deal and Debt Restructuring 1:28:23 Personal Reflections on Investment Decision 1:34:21 The Psychological Toll of Investment 1:45:16 Future Investment Strategies and AI 1:54:51 The Kindest Thing Anyone Has Ever Done For Cliff
1:56:58

Cliff Sosin has run one of the most interesting portfolios in public markets—nearly $2B concentrated in just a few companies, which he always knows better than anyone. Over many years, I’ve enjoyed conversations with him on a million topics, and finally convinced him to talk about investing with me for everyone to hear. We start talking about investing overall, and then spend a large part of the conversation hearing his side of the Carvana investing story—one for the ages. Enjoy Timestamps 0:32 Early Career & Discovering Investing 1:49 Starting the Firm 7:23 Defining a Good Business 12:31 Contained vs. Uncontained Businesses 15:30 Mental Models & Market Insights 30:13 The Role of ESG in Investing 34:26 The Carvana Investment Story 41:01 The Complexity of Car Transactions 46:43 Economies of Scale and Trust 49:40 Management Insights 59:07 Operational Issues & Market Challenges 1:19:17 The Role of Word of Mouth in Carvana's Growth 1:20:28 Identifying Early Adopters 1:27:19 The Apollo Deal and Debt Restructuring 1:28:23 Personal Reflections on Investment Decision 1:34:21 The Psychological Toll of Investment 1:45:16 Future Investment Strategies and AI 1:54:51 The Kindest Thing Anyone Has Ever Done For Cliff

Patrick OShaughnessy

194,047 次观看 • 1 年前

Here's my conversation with Demis Hassabis, CEO of Google DeepMind, all about the future of AI & AGI, simulating biology & physics, video games, programming, video generation, world models, Gemini 3, scaling laws, compute, P vs NP, complexity, energy (solar & fusion), and much more. This was a fun & fascinating super-technical conversation. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:21 - Introduction 2:06 - Learnable patterns in nature 5:48 - Computation and P vs NP 14:26 - Veo 3 and understanding reality 18:50 - Video games 30:52 - AlphaEvolve 36:53 - AI research 41:17 - Simulating a biological organism 46:00 - Origin of life 52:15 - Path to AGI 1:03:01 - Scaling laws 1:06:17 - Compute 1:09:04 - Future of energy 1:13:00 - Human nature 1:17:54 - Google and the race to AGI 1:35:53 - Competition and AI talent 1:42:27 - Future of programming 1:48:53 - John von Neumann 1:58:07 - p(doom) 2:02:50 - Humanity 2:05:56 - Consciousness and quantum computation 2:12:06 - David Foster Wallace 2:19:20 - Education and research
2:28:14

Here's my conversation with Demis Hassabis, CEO of Google DeepMind, all about the future of AI & AGI, simulating biology & physics, video games, programming, video generation, world models, Gemini 3, scaling laws, compute, P vs NP, complexity, energy (solar & fusion), and much more. This was a fun & fascinating super-technical conversation. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:21 - Introduction 2:06 - Learnable patterns in nature 5:48 - Computation and P vs NP 14:26 - Veo 3 and understanding reality 18:50 - Video games 30:52 - AlphaEvolve 36:53 - AI research 41:17 - Simulating a biological organism 46:00 - Origin of life 52:15 - Path to AGI 1:03:01 - Scaling laws 1:06:17 - Compute 1:09:04 - Future of energy 1:13:00 - Human nature 1:17:54 - Google and the race to AGI 1:35:53 - Competition and AI talent 1:42:27 - Future of programming 1:48:53 - John von Neumann 1:58:07 - p(doom) 2:02:50 - Humanity 2:05:56 - Consciousness and quantum computation 2:12:06 - David Foster Wallace 2:19:20 - Education and research

Lex Fridman

1,457,499 次观看 • 1 年前

My conversation with John Arnold (John Arnold). Few people I've spoken with have as wide a view of the global system as John. He was one of the most successful energy traders of all time, and after stepping away from markets he built a foundation devoted to solving America's most critical systemic problems in a principled way. John's recent trip to China was the catalyst for this conversation, and I feel lucky we all get to learn from him. We discuss: - His trip to China and what it taught him about robotics, AI, and EVs - What it takes to be the best (and what it costs) - Building the best seat in the market - The state of energy markets today - NIMBYism as the impediment to progress - What he thinks about the wave of nuclear startups - Fixing America's broken systems: healthcare, criminal justice, education, and journalism Enjoy! Timestamps: 0:00 intro 0:45 China’s Rapid Transformation 3:53 Lessons from the Chinese EV Market 6:12 Robotics 11:22 The Discipline of an Elite Trader 15:42 Leveraging Scale and Proprietary Data 17:36 Lessons from the Baseball Cards 21:15 Trading Natural Gas and Market Dynamics 25:34 Innovation in the Modern Energy Sector 27:02 High-Level Goals of the U.S. Energy System 32:59 Overcoming NIMBYism 36:10 The Challenges of U.S. Transmission Lines 37:55 The Future of Nuclear, Fusion, and SMRs 44:00 The Economics of Solar and Battery Storage 48:28 Data Center Demand 50:28 Housing Reform 53:32 Rethinking the Role of Philanthropic Foundations 57:05 Improving the Criminal Justice System 1:01:58 Privacy and Security 1:05:03 Education and Life Outcomes 1:06:41 The Promise and Pitfalls of EdTech and AI 1:09:12 Identifying Market Failures in Healthcare 1:12:10 The Role of Regulation Across Different Systems 1:14:06 Journalism as the Fourth Estate 1:16:41 The Kindness of Hard Truths
1:22:58

My conversation with John Arnold (John Arnold). Few people I've spoken with have as wide a view of the global system as John. He was one of the most successful energy traders of all time, and after stepping away from markets he built a foundation devoted to solving America's most critical systemic problems in a principled way. John's recent trip to China was the catalyst for this conversation, and I feel lucky we all get to learn from him. We discuss: - His trip to China and what it taught him about robotics, AI, and EVs - What it takes to be the best (and what it costs) - Building the best seat in the market - The state of energy markets today - NIMBYism as the impediment to progress - What he thinks about the wave of nuclear startups - Fixing America's broken systems: healthcare, criminal justice, education, and journalism Enjoy! Timestamps: 0:00 intro 0:45 China’s Rapid Transformation 3:53 Lessons from the Chinese EV Market 6:12 Robotics 11:22 The Discipline of an Elite Trader 15:42 Leveraging Scale and Proprietary Data 17:36 Lessons from the Baseball Cards 21:15 Trading Natural Gas and Market Dynamics 25:34 Innovation in the Modern Energy Sector 27:02 High-Level Goals of the U.S. Energy System 32:59 Overcoming NIMBYism 36:10 The Challenges of U.S. Transmission Lines 37:55 The Future of Nuclear, Fusion, and SMRs 44:00 The Economics of Solar and Battery Storage 48:28 Data Center Demand 50:28 Housing Reform 53:32 Rethinking the Role of Philanthropic Foundations 57:05 Improving the Criminal Justice System 1:01:58 Privacy and Security 1:05:03 Education and Life Outcomes 1:06:41 The Promise and Pitfalls of EdTech and AI 1:09:12 Identifying Market Failures in Healthcare 1:12:10 The Role of Regulation Across Different Systems 1:14:06 Journalism as the Fourth Estate 1:16:41 The Kindness of Hard Truths

Patrick OShaughnessy

1,169,493 次观看 • 7 个月前

E133: Sam Blackshear - How Libra Sparked the Move Language and Why Sui Is the Real Endgame! Sam Blackshear is the Co-founder and CTO of MystenLabs.sui , the company behind the Sui, and the Creator of the Move programming language that's revolutionizing smart contract development. Timestamps: 0:00 Introduction 1:54 Partnerships: Jupiter, KAST (old), , Sui, Mantle, Forza! BTC 2:44 The Power of Preparation 5:14 Discipline Behind the Podcast 6:27 Translating Thought Into Code 8:19 Who is Sam Blackshear? 9:27 Choosing What Truly Matters 10:25 Self-Custody with Trezor 11:18 Crypto vs. AI Thinking 12:28 The Power of Support 16:04 From Court Dreams to Reality 17:55 Challenging the Limits of Code 22:52 Chose Learning Over a Job 24:09 The Internship That Changed Everything 27:35 PhD Skills Meet Facebook 29:05 Entering Crypto Through Facebook 32:15 Why Libra Needed Move 33:42 Solving Scarcity in Code 36:37 Bitcoin & Ethereum Mistakes 38:45 Creating a New Language 41:41 Problem-Driven Innovation 44:47 Avoiding Analysis Paralysis 48:11 What is Unstructured Thinking? 50:50 Why Unstructured Thinking Works 53:14 Future of Crypto Protocols 54:21 Why Move is the Best Programming Language 55:00 What is the Sui Network? 56:25 What Makes Sui Different? 57:05 Why is Sui The Best Blockchain? 59:05 Managing Energy Long-Term 1:01:02 Satisfaction Without Closure 1:03:37 90% Love, 10% Grind 1:05:37 Mental State of Surfing 1:06:47 Non-Consensus Beliefs 1:07:34 What is Memory Safety? 1:09:07 What Was the Equifax Hack? 1:10:53 Rethinking Software Safety 1:12:00 Right Dose of Regulation 1:13:00 Biggest Prediction for the Next 24 Months? 1:14:02 Scaling Crypto Developers 1:16:07 Concluding Remarks
1:16:31

E133: Sam Blackshear - How Libra Sparked the Move Language and Why Sui Is the Real Endgame! Sam Blackshear is the Co-founder and CTO of MystenLabs.sui , the company behind the Sui, and the Creator of the Move programming language that's revolutionizing smart contract development. Timestamps: 0:00 Introduction 1:54 Partnerships: Jupiter, KAST (old), , Sui, Mantle, Forza! BTC 2:44 The Power of Preparation 5:14 Discipline Behind the Podcast 6:27 Translating Thought Into Code 8:19 Who is Sam Blackshear? 9:27 Choosing What Truly Matters 10:25 Self-Custody with Trezor 11:18 Crypto vs. AI Thinking 12:28 The Power of Support 16:04 From Court Dreams to Reality 17:55 Challenging the Limits of Code 22:52 Chose Learning Over a Job 24:09 The Internship That Changed Everything 27:35 PhD Skills Meet Facebook 29:05 Entering Crypto Through Facebook 32:15 Why Libra Needed Move 33:42 Solving Scarcity in Code 36:37 Bitcoin & Ethereum Mistakes 38:45 Creating a New Language 41:41 Problem-Driven Innovation 44:47 Avoiding Analysis Paralysis 48:11 What is Unstructured Thinking? 50:50 Why Unstructured Thinking Works 53:14 Future of Crypto Protocols 54:21 Why Move is the Best Programming Language 55:00 What is the Sui Network? 56:25 What Makes Sui Different? 57:05 Why is Sui The Best Blockchain? 59:05 Managing Energy Long-Term 1:01:02 Satisfaction Without Closure 1:03:37 90% Love, 10% Grind 1:05:37 Mental State of Surfing 1:06:47 Non-Consensus Beliefs 1:07:34 What is Memory Safety? 1:09:07 What Was the Equifax Hack? 1:10:53 Rethinking Software Safety 1:12:00 Right Dose of Regulation 1:13:00 Biggest Prediction for the Next 24 Months? 1:14:02 Scaling Crypto Developers 1:16:07 Concluding Remarks

MR SHIFT 🦁

164,299 次观看 • 1 年前

My conversation with Dan Sundheim (Daniel Sundheim). He is the founder and CIO of D1 Capital Partners, which manages over $30B across public and private markets. There's no one as passionate about investing as Dan. We had a really wide-ranging conversation and discuss: - Public vs. private markets in 2026 - Anthropic, OpenAI, and SpaceX - How Dario reminds him of Jeff Bezos - The future of hyperscalers - The software selloff and what comes next - GameStop and the LP dinner that followed - China vs. US: the risk of Taiwan Enjoy! Timestamps: 0:00 Intro 1:05 Public vs. Private Markets 9:10 LLMs as a Business Model 23:23 The Future of Hyperscalers 27:45 AI's Impact on Traditional Software 36:31 Surviving the GameStop Short Squeeze 49:54 Big Private Bets: Rivian and SpaceX 54:26 The Art of Short Selling 1:04:28 Early Career 1:17:11 Geopolitics and the Semiconductor Collision Course 1:22:05 Traits of Great Leadership 1:23:20 The Kindest Thing
1:26:50

My conversation with Dan Sundheim (Daniel Sundheim). He is the founder and CIO of D1 Capital Partners, which manages over $30B across public and private markets. There's no one as passionate about investing as Dan. We had a really wide-ranging conversation and discuss: - Public vs. private markets in 2026 - Anthropic, OpenAI, and SpaceX - How Dario reminds him of Jeff Bezos - The future of hyperscalers - The software selloff and what comes next - GameStop and the LP dinner that followed - China vs. US: the risk of Taiwan Enjoy! Timestamps: 0:00 Intro 1:05 Public vs. Private Markets 9:10 LLMs as a Business Model 23:23 The Future of Hyperscalers 27:45 AI's Impact on Traditional Software 36:31 Surviving the GameStop Short Squeeze 49:54 Big Private Bets: Rivian and SpaceX 54:26 The Art of Short Selling 1:04:28 Early Career 1:17:11 Geopolitics and the Semiconductor Collision Course 1:22:05 Traits of Great Leadership 1:23:20 The Kindest Thing

Patrick OShaughnessy

1,221,946 次观看 • 7 个月前

Another mindblowing conversation with my good friend .Emad... Enjoy!! 00:00 - Introduction 00:22 - AI: The Biggest Shift in Human History 00:42 - AI’s Impact on Society and the Economy 01:03 - Conversation with Emad Mostaque Begins 01:50 - The Acceleration of AI and Economic Takeoff 03:07 - AI Intelligence: Beyond Human IQ 04:08 - The Rise of AI Chefs and Super Cooks 05:07 - Breaking AI Constraints: Compute and Energy 07:03 - The Future of AI: Ubiquitous Intelligence 08:04 - The Shift to Local AI Models 10:07 - Why Has Apple Lagged in AI? 11:21 - The AI Race: OpenAI, Grok, Gemini, and More 13:11 - China’s Open-Source AI Strategy 14:57 - AI Bias and Ethical Challenges 16:57 - AI’s Cross-Pollination and Memory 18:02 - Are AI Models Becoming Self-Aware? 19:16 - AI, Bitcoin, and Self-Sustaining Algorithms 21:26 - AI-Driven Economies and Autonomous Companies 23:41 - The Future of Labor: A World Without Jobs? 25:26 - AI-Powered Robots: The Next Workforce Revolution 27:28 - The End of Traditional Economic Models 30:27 - The Political Shift: Humanist vs. Transhumanist 33:04 - AI in Financial Markets: The End of Human Traders? 36:03 - The Evolution of Investing in an AI World 38:33 - AI’s Impact on Capital Formation and Business Disruption 40:01 - The Rise of Digital Twins and Post-Capital Society 42:45 - Building AI for Education, Healthcare, and Governance 46:42 - The Future of Money in an AI-Driven World 50:11 - Universal Basic AI: A New Economic Model 54:29 - The Deflationary Impact of AI and Crypto’s Role 57:02 - The AI Singularity: Five Years Until Everything Changes 58:56 - The Road Ahead: AI, Crypto, and the Future of Civilization 01:02:24 - Final Thoughts: The Most Exciting and Terrifying Time in History
1:04:51

Another mindblowing conversation with my good friend .Emad... Enjoy!! 00:00 - Introduction 00:22 - AI: The Biggest Shift in Human History 00:42 - AI’s Impact on Society and the Economy 01:03 - Conversation with Emad Mostaque Begins 01:50 - The Acceleration of AI and Economic Takeoff 03:07 - AI Intelligence: Beyond Human IQ 04:08 - The Rise of AI Chefs and Super Cooks 05:07 - Breaking AI Constraints: Compute and Energy 07:03 - The Future of AI: Ubiquitous Intelligence 08:04 - The Shift to Local AI Models 10:07 - Why Has Apple Lagged in AI? 11:21 - The AI Race: OpenAI, Grok, Gemini, and More 13:11 - China’s Open-Source AI Strategy 14:57 - AI Bias and Ethical Challenges 16:57 - AI’s Cross-Pollination and Memory 18:02 - Are AI Models Becoming Self-Aware? 19:16 - AI, Bitcoin, and Self-Sustaining Algorithms 21:26 - AI-Driven Economies and Autonomous Companies 23:41 - The Future of Labor: A World Without Jobs? 25:26 - AI-Powered Robots: The Next Workforce Revolution 27:28 - The End of Traditional Economic Models 30:27 - The Political Shift: Humanist vs. Transhumanist 33:04 - AI in Financial Markets: The End of Human Traders? 36:03 - The Evolution of Investing in an AI World 38:33 - AI’s Impact on Capital Formation and Business Disruption 40:01 - The Rise of Digital Twins and Post-Capital Society 42:45 - Building AI for Education, Healthcare, and Governance 46:42 - The Future of Money in an AI-Driven World 50:11 - Universal Basic AI: A New Economic Model 54:29 - The Deflationary Impact of AI and Crypto’s Role 57:02 - The AI Singularity: Five Years Until Everything Changes 58:56 - The Road Ahead: AI, Crypto, and the Future of Civilization 01:02:24 - Final Thoughts: The Most Exciting and Terrifying Time in History

Raoul Pal

326,827 次观看 • 1 年前

I sat down with Miles Grimshaw (Miles Grimshaw), General Partner at Thrive Capital. We spoke about trillion dollar companies, Silicon Valley as an idea, business genetics, practicing scales, and Swedish House Mafia. 0:00 - Intro 2:14 – “The Era of Doing” 6:15 – Startup Capital Intensity in the Age of AI 9:14 – The Rise of Trillion Dollar Outcomes 15:11 – Silicon Valley as an Idea 21:04 – Physics vs Biology-Style Investing 25:41 – Business Genetics and Compounding 33:04 – Dying of Indigestion and Going Multi-Product 35:55 – Co-Pilots, Command Centers, and Defensibility 40:07 – Investing Stage Agnostically 44:29 – When is VC a Good Capital Instrument? 49:18 – Thrive’s Core Beliefs 53:57 – A Bet vs a Commitment 57:49 – The Few Ideas Miles Takes Seriously 59:47 – Doing a Few Big Things vs a Million Little Things 1:03:54 – Practicing Scales 1:06:22 – What Should More People Be Thinking About?
1:08:28

I sat down with Miles Grimshaw (Miles Grimshaw), General Partner at Thrive Capital. We spoke about trillion dollar companies, Silicon Valley as an idea, business genetics, practicing scales, and Swedish House Mafia. 0:00 - Intro 2:14 – “The Era of Doing” 6:15 – Startup Capital Intensity in the Age of AI 9:14 – The Rise of Trillion Dollar Outcomes 15:11 – Silicon Valley as an Idea 21:04 – Physics vs Biology-Style Investing 25:41 – Business Genetics and Compounding 33:04 – Dying of Indigestion and Going Multi-Product 35:55 – Co-Pilots, Command Centers, and Defensibility 40:07 – Investing Stage Agnostically 44:29 – When is VC a Good Capital Instrument? 49:18 – Thrive’s Core Beliefs 53:57 – A Bet vs a Commitment 57:49 – The Few Ideas Miles Takes Seriously 59:47 – Doing a Few Big Things vs a Million Little Things 1:03:54 – Practicing Scales 1:06:22 – What Should More People Be Thinking About?

Alex LaBossiere

23,603 次观看 • 1 年前

Here's my conversation with Bill Ackman, a legendary activist investor who has led some of the biggest and most controversial financial trades in history. We cover a lot of topics from the basics of investing to the stories of multi-billion dollar financial battles to the recent saga of Harvard president testimony/resignation and the chaos that followed. First 3 hours are posted here (current X limit), and full version is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 0:47 - Investing basics 5:39 - Investing in music 14:00 - Process of researching companies 18:39 - Investing in restaurants 24:08 - Investing in Google 29:50 - AI 35:05 - Warren Buffet 37:14 - Psychology of investing 46:45 - Activist investing 56:33 - General Growth Properties 1:12:49 - Canadian Pacific Railway 1:20:13 - OpenAI 1:24:24 - Biggest loss and lowest point 1:39:13 - Herbalife and Carl Icahn 1:56:03 - Oct 7 2:02:34 - College campus protests 2:21:01 - DEI in universities 2:41:52 - Neri Oxman 3:07:22 - X and free speech 3:11:46 - Trump 3:19:22 - Dean Phillips 3:26:28 - Future
2:59:59

Here's my conversation with Bill Ackman, a legendary activist investor who has led some of the biggest and most controversial financial trades in history. We cover a lot of topics from the basics of investing to the stories of multi-billion dollar financial battles to the recent saga of Harvard president testimony/resignation and the chaos that followed. First 3 hours are posted here (current X limit), and full version is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 0:47 - Investing basics 5:39 - Investing in music 14:00 - Process of researching companies 18:39 - Investing in restaurants 24:08 - Investing in Google 29:50 - AI 35:05 - Warren Buffet 37:14 - Psychology of investing 46:45 - Activist investing 56:33 - General Growth Properties 1:12:49 - Canadian Pacific Railway 1:20:13 - OpenAI 1:24:24 - Biggest loss and lowest point 1:39:13 - Herbalife and Carl Icahn 1:56:03 - Oct 7 2:02:34 - College campus protests 2:21:01 - DEI in universities 2:41:52 - Neri Oxman 3:07:22 - X and free speech 3:11:46 - Trump 3:19:22 - Dean Phillips 3:26:28 - Future

Lex Fridman

1,964,420 次观看 • 2 年前

TAO Pod EP13 is here! TAO Philosophy: Bittensor Digital Capitalism vs Bitcoin Evolution! JJ James Altucher . 00:00 Introduction to Tao and Bittensor 00:19 The US Dollar and Crypto's Role 00:51 Crypto's Investment Potential 01:09 Podcasting and Personal Motivation 04:09 Bitcoin and Market Dynamics 14:56 The Philosophy of Holding Crypto 17:26 Venture Capital and Bittensor's Potential 23:52 The Future of Currency and Technology 25:11 Open Source and Democratizing Innovation 40:47 Intrinsic Value and Market Pricing 44:16 Information Symmetry and Asset Pricing 45:59 Understanding Bitcoin Halving 49:26 Bitcoin's Evolution and Market Impact 53:32 Bittensor and Its Potential 58:19 The Future of Multi-Planetary Industry 01:10:08 The Role of Venture Capital in Innovation 01:15:32 Investment Strategies and Market Dynamics
1:29:15

TAO Pod EP13 is here! TAO Philosophy: Bittensor Digital Capitalism vs Bitcoin Evolution! JJ James Altucher . 00:00 Introduction to Tao and Bittensor 00:19 The US Dollar and Crypto's Role 00:51 Crypto's Investment Potential 01:09 Podcasting and Personal Motivation 04:09 Bitcoin and Market Dynamics 14:56 The Philosophy of Holding Crypto 17:26 Venture Capital and Bittensor's Potential 23:52 The Future of Currency and Technology 25:11 Open Source and Democratizing Innovation 40:47 Intrinsic Value and Market Pricing 44:16 Information Symmetry and Asset Pricing 45:59 Understanding Bitcoin Halving 49:26 Bitcoin's Evolution and Market Impact 53:32 Bittensor and Its Potential 58:19 The Future of Multi-Planetary Industry 01:10:08 The Role of Venture Capital in Innovation 01:15:32 Investment Strategies and Market Dynamics

The Tao Pod

10,841 次观看 • 9 个月前

While active at Benchmark, Bill Gurley would give an annual “state of the markets” presentation to his investors. This conversation renews that format, with Bill exploring what he sees as both worrying and exciting about the investing landscape, with a special focus on private assets. Timestamps 0:00 Intro 0:23 State of the Union: VC Edition 2:58 The Rise of Mega VC Funds 4:38 Zombie Unicorns 12:29 The IPO and M&A Market Stalemate 19:08 The AI Wave and Its Impact 21:03 Private Markets and LP Liquidity Issues 24:57 The Future of Capital Markets 32:49 Advice for Founders in a Changing Landscape 34:27 The High-Stakes Game of Capital Battles 37:57 Challenges & Opportunities in AI Revenue Models 39:37 The Role of Founders in the AI Revolution 41:44 The Impact of Time and Liquidity on Venture Capital 45:35 Navigating the Future of Venture Capital 53:45 International Dynamics in the AI Race 1:08:58 Advice for Founders in the AI Era
1:26:38

While active at Benchmark, Bill Gurley would give an annual “state of the markets” presentation to his investors. This conversation renews that format, with Bill exploring what he sees as both worrying and exciting about the investing landscape, with a special focus on private assets. Timestamps 0:00 Intro 0:23 State of the Union: VC Edition 2:58 The Rise of Mega VC Funds 4:38 Zombie Unicorns 12:29 The IPO and M&A Market Stalemate 19:08 The AI Wave and Its Impact 21:03 Private Markets and LP Liquidity Issues 24:57 The Future of Capital Markets 32:49 Advice for Founders in a Changing Landscape 34:27 The High-Stakes Game of Capital Battles 37:57 Challenges & Opportunities in AI Revenue Models 39:37 The Role of Founders in the AI Revolution 41:44 The Impact of Time and Liquidity on Venture Capital 45:35 Navigating the Future of Venture Capital 53:45 International Dynamics in the AI Race 1:08:58 Advice for Founders in the AI Era

Patrick OShaughnessy

389,179 次观看 • 1 年前

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead
1:09:53

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead

Raoul Pal

172,640 次观看 • 1 年前