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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...

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Alex LaBossiere

2,947 subscribers

50,019 görüntüleme • 2 yıl önce •via X (Twitter)

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Alex LaBossiere2 yıl önce

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

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@eladgil Very good!

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Glauber Costa2 yıl önce

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

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Gaurav Sharma2 yıl önce

@eladgil Elad is the best- incredibly insightful!

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Keyana Sapp2 yıl önce

@eladgil Let's go. Excited for this one

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@eladgil Lfg

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eric rubin2 yıl önce

@eladgil awesome

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kishan Boriya (Ikigai Media)2 yıl önce

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

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Wasaam Ahmed1 yıl önce

@eladgil A really good discussion.

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

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Patrick OShaughnessy

1,212,199 görüntüleme • 5 ay önce

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 görüntüleme • 11 ay önce

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 görüntüleme • 7 ay önce

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

1,963,734 görüntüleme • 2 yıl önce

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

388,953 görüntüleme • 1 yıl önce

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 görüntüleme • 1 yıl önce

LIVE NOW -- The Rise of AI Crypto Agents The collision between crypto and AI agents has officially begun. Joining us today is Matthew Stephensen, Research Partner Pantera Capital and author of “Crypto: Picks and Shovels for the AI Gold Rush”. We dive into the world of autonomous AI agents on blockchains, discuss the evolving role of agents, AI-driven market changes, and whether blockchain is the natural substrate for AI. Matt Stephenson sheds light on topics from agent liability and regulatory challenges to infrastructure value capture and the "picks and shovels" approach to investing in AI-driven crypto tech. Are AI agents on blockchains the obvious future? And how do scarcity and abundance interact in this new era? Join us as we tackle these questions and more, exploring what the future might hold at the intersection of AI, autonomy, and blockchain. ------------------------------------------------------------ Chapters: 0:00 Intro 5:34 Crypto x AI Narrative Shift 6:39 AI & Economic Agents Explained 11:50 $GOAT Memecoin Summary 23:15 Were AI Crypto Agents Obvious? 25:18 Luna AI Token & Terminal 29:41 Consequences? Is This Life? 33:27 Exciting Use Cases 40:27 Sam Altman Quote Importance 42:33 Wealth Generation Process & Blockspace 48:15 Programmable Money & Agent MEV 56:14 The #AI Agent & Memecoin Thesis 1:03:03 Government & Society Reaction Predictions 1:11:09 No Off Buttons?... 1:13:40 #DePin & AI 1:16:45 AI Agent Blockspace Demand 1:19:15 Closing & Disclaimers
1:21:01

LIVE NOW -- The Rise of AI Crypto Agents The collision between crypto and AI agents has officially begun. Joining us today is Matthew Stephensen, Research Partner Pantera Capital and author of “Crypto: Picks and Shovels for the AI Gold Rush”. We dive into the world of autonomous AI agents on blockchains, discuss the evolving role of agents, AI-driven market changes, and whether blockchain is the natural substrate for AI. Matt Stephenson sheds light on topics from agent liability and regulatory challenges to infrastructure value capture and the "picks and shovels" approach to investing in AI-driven crypto tech. Are AI agents on blockchains the obvious future? And how do scarcity and abundance interact in this new era? Join us as we tackle these questions and more, exploring what the future might hold at the intersection of AI, autonomy, and blockchain. ------------------------------------------------------------ Chapters: 0:00 Intro 5:34 Crypto x AI Narrative Shift 6:39 AI & Economic Agents Explained 11:50 $GOAT Memecoin Summary 23:15 Were AI Crypto Agents Obvious? 25:18 Luna AI Token & Terminal 29:41 Consequences? Is This Life? 33:27 Exciting Use Cases 40:27 Sam Altman Quote Importance 42:33 Wealth Generation Process & Blockspace 48:15 Programmable Money & Agent MEV 56:14 The #AI Agent & Memecoin Thesis 1:03:03 Government & Society Reaction Predictions 1:11:09 No Off Buttons?... 1:13:40 #DePin & AI 1:16:45 AI Agent Blockspace Demand 1:19:15 Closing & Disclaimers

Bankless

43,849 görüntüleme • 1 yıl önce