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This week, on Benchmark's new podcast Uncapped 😂, I sat down with Bret Taylor, founder of Sierra and Chairman of OpenAI. He's easily one of the most impressive people I’ve met in tech or in general. We talked about AI and the saaspocalypse, the unique considerations of building an...

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Jack Altman

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417,178 views • 5 months ago •via X (Twitter)

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This week's guest on Uncapped is Brad Lightcap, COO at OpenAI. We talked about the history of OpenAI, the shift in AI from chat to agents, where new startups can endure, Codex, FDEs, working with Sam, and more. Hope you enjoy! (0:00) Intro (0:39) The early days of OpenAI (3:47) A research centric culture (7:32) Post-ChatGPT chapters (11:54) Sci-Fi future or good software (15:26) AI’s impact on rural communities (18:57) Codex and coding of the future (24:04) Doing a lot of things at once (27:55) What VCs should invest in (35:43) The software sell off (38:23) Using Codex over ChatGPT (42:32) FDEs and Private Equity (44:53) Working with Sam
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This week's guest on Uncapped is Brad Lightcap, COO at OpenAI. We talked about the history of OpenAI, the shift in AI from chat to agents, where new startups can endure, Codex, FDEs, working with Sam, and more. Hope you enjoy! (0:00) Intro (0:39) The early days of OpenAI (3:47) A research centric culture (7:32) Post-ChatGPT chapters (11:54) Sci-Fi future or good software (15:26) AI’s impact on rural communities (18:57) Codex and coding of the future (24:04) Doing a lot of things at once (27:55) What VCs should invest in (35:43) The software sell off (38:23) Using Codex over ChatGPT (42:32) FDEs and Private Equity (44:53) Working with Sam

Jack Altman

120,785 views • 3 months ago

We asked a dozen DevTool founders from companies like RevenueCat, Greptile, Firecrawl, Infisical, ollama, Resend, Mintlify, Unsloth AI, Porter, and recall.ai, about the state of AI agents and the future of software engineering. In this episode of Founder FAQ, we covered everything from agents as customers and the end of coding, to advice for founders starting out and what they're most excited about going forward. Their answers might surprise you. 00:00 – Meet the Founders 03:00 – Building for Agents First 04:22 – Biggest Early Mistakes 07:15 – Do Founders Still Write Code? 09:22 – Most Unexpected AI Discoveries 12:09 – What's Underrated Right Now 14:38 – Predictions & What's Next
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We asked a dozen DevTool founders from companies like RevenueCat, Greptile, Firecrawl, Infisical, ollama, Resend, Mintlify, Unsloth AI, Porter, and recall.ai, about the state of AI agents and the future of software engineering. In this episode of Founder FAQ, we covered everything from agents as customers and the end of coding, to advice for founders starting out and what they're most excited about going forward. Their answers might surprise you. 00:00 – Meet the Founders 03:00 – Building for Agents First 04:22 – Biggest Early Mistakes 07:15 – Do Founders Still Write Code? 09:22 – Most Unexpected AI Discoveries 12:09 – What's Underrated Right Now 14:38 – Predictions & What's Next

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27,515 views • 2 months ago

For this episode of Uncapped I got to sit down with my close friend Max Mullen, cofounder of Instacart 🥕 We talked about the key moments of Instacart...how it got started, critical wins, tough losses, competitive dynamics, earned insights, going public, and Instacart's future. Max is also an awesome startup investor, and we talked about what he looks for in founders, consumer investing, and what he's building with Workshop. He's one of the best people I know, hope you enjoy. (0:00) Intro (0:36) The inception of Instacart (4:55) Finding product market fit (7:20) Landing Trader Joe’s (11:04) Big levers for growth (13:36) Operationally complex businesses (14:55) Amazon’s acquisition of Whole Foods (17:50) COVID and Instacart’s IPO (20:02) Prioritizing profitability (23:21) Avoiding temptations (24:59) The future of Instacart (25:53) Investing in consumer (28:21) Irrationally optimistic founders (29:49) B2B vs consumer founders (30:35) How to work with investors (33:38) Building Workshop
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For this episode of Uncapped I got to sit down with my close friend Max Mullen, cofounder of Instacart 🥕 We talked about the key moments of Instacart...how it got started, critical wins, tough losses, competitive dynamics, earned insights, going public, and Instacart's future. Max is also an awesome startup investor, and we talked about what he looks for in founders, consumer investing, and what he's building with Workshop. He's one of the best people I know, hope you enjoy. (0:00) Intro (0:36) The inception of Instacart (4:55) Finding product market fit (7:20) Landing Trader Joe’s (11:04) Big levers for growth (13:36) Operationally complex businesses (14:55) Amazon’s acquisition of Whole Foods (17:50) COVID and Instacart’s IPO (20:02) Prioritizing profitability (23:21) Avoiding temptations (24:59) The future of Instacart (25:53) Investing in consumer (28:21) Irrationally optimistic founders (29:49) B2B vs consumer founders (30:35) How to work with investors (33:38) Building Workshop

Jack Altman

226,582 views • 3 months ago

New episode of Uncapped with Dylan Field. I think he's one of the best founders of our generation. I always feel smarter and clearer and after talking to him. We talked about the slow build of Figma vs. the dizzying start of today's AI startups, the role of AI and humans in design, the importance of staying connected to young people, and what it takes to be a strong and empathetic leader.
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New episode of Uncapped with Dylan Field. I think he's one of the best founders of our generation. I always feel smarter and clearer and after talking to him. We talked about the slow build of Figma vs. the dizzying start of today's AI startups, the role of AI and humans in design, the importance of staying connected to young people, and what it takes to be a strong and empathetic leader.

Jack Altman

451,438 views • 8 months ago

This week I had Trae Stephens on Uncapped. He's a co-founder of Anduril and partner at Founders Fund, and he's an amazing person. Hope you enjoy. (0:00) Intro (0:35) Choosing good quests in the AI era (7:35) Ethics behind solving certain problems (11:29) Working with regulators (16:54) What's next at Anduril (18:32) Anduril, SpaceX, and Tesla at scale (22:30) The future of warfare (24:48) Balancing Anduril and Founders Fund (29:07) A firm that rewards going deep (31:21) How Founders Fund works (37:30) King-making in venture (40:26) Concentrating in winners (43:55) Where there’s alpha in the market (47:22) Revival in faith
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This week I had Trae Stephens on Uncapped. He's a co-founder of Anduril and partner at Founders Fund, and he's an amazing person. Hope you enjoy. (0:00) Intro (0:35) Choosing good quests in the AI era (7:35) Ethics behind solving certain problems (11:29) Working with regulators (16:54) What's next at Anduril (18:32) Anduril, SpaceX, and Tesla at scale (22:30) The future of warfare (24:48) Balancing Anduril and Founders Fund (29:07) A firm that rewards going deep (31:21) How Founders Fund works (37:30) King-making in venture (40:26) Concentrating in winners (43:55) Where there’s alpha in the market (47:22) Revival in faith

Jack Altman

306,175 views • 7 months ago

New episode of Uncapped with Max Junestrand from Legora and my partner Chetan Puttagunta. Every time I'm with Max I come away thinking "this is what it takes to build an AI native software company." He's one of my favorite founders, hope you enjoy. (0:00) Intro (0:31) Legora's origin story (9:05) Building an AI-native company (18:16) No sacred cows, the models will be amazing (27:36) Winning pilots and global expansion (36:43) Starting in Europe (47:15) Stockholm culture and "blodsmak"
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New episode of Uncapped with Max Junestrand from Legora and my partner Chetan Puttagunta. Every time I'm with Max I come away thinking "this is what it takes to build an AI native software company." He's one of my favorite founders, hope you enjoy. (0:00) Intro (0:31) Legora's origin story (9:05) Building an AI-native company (18:16) No sacred cows, the models will be amazing (27:36) Winning pilots and global expansion (36:43) Starting in Europe (47:15) Stockholm culture and "blodsmak"

Jack Altman

89,311 views • 4 months ago

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TBPN

639,180 views • 5 months ago

My guests on Uncapped this week are Kevin Hartz and Bennett Siegel, co-founders of the early stage VC firm A*. They've backed companies like Notion, Mercor, Ramp, Decagon, Similie, and many more. They also announced a new $450m fund today. We discussed the state of venture capital firms in the current AI cycle, what it means for seed specialists, trends with great founders, and what they're seeing in AI. Timestamps: (0:00) Intro (0:25) The A* Capital story (1:16) Why big funds went into seed (7:50) The mother of all bubbles (10:46) Why founders are getting younger (13:00) Mapping talent, not markets (16:31) The rise of AI researcher founders (19:16) Why seed investing is so hard (22:54) Concentration and venture returns (27:34) The AI rollup craze (31:15) AI vs traditional software (33:15) Robotics and the future of AI (35:39) What’s next for A*
36:59

My guests on Uncapped this week are Kevin Hartz and Bennett Siegel, co-founders of the early stage VC firm A*. They've backed companies like Notion, Mercor, Ramp, Decagon, Similie, and many more. They also announced a new $450m fund today. We discussed the state of venture capital firms in the current AI cycle, what it means for seed specialists, trends with great founders, and what they're seeing in AI. Timestamps: (0:00) Intro (0:25) The A* Capital story (1:16) Why big funds went into seed (7:50) The mother of all bubbles (10:46) Why founders are getting younger (13:00) Mapping talent, not markets (16:31) The rise of AI researcher founders (19:16) Why seed investing is so hard (22:54) Concentration and venture returns (27:34) The AI rollup craze (31:15) AI vs traditional software (33:15) Robotics and the future of AI (35:39) What’s next for A*

Jack Altman

57,229 views • 2 months ago

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 views • 1 year ago

New episode of Uncapped with Trae Stephens and delian from Founders Fund, and my partner Everett Randle. We talked about Founders Fund, the role of VCs, operating versus investing, their current views on the market, and dynamics in the AI supply chain and China. The conversation stayed almost entirely on the rails and as always I learned a bunch from the way they think. Timestamps: (0:00) Intro (0:54) What makes FF unique (8:01) Why lacking EQ can be an asset (12:10) Delian on working with Keith (18:30) Why Trae hates board meetings (24:13) Benchmark vs. Founders Fund (26:31) Investing as the exhaust of operating (28:52) Venture as a micro asset class (30:42) The infamous 2021 offsite (34:21) Current market sentiment (39:18) Can you beat the S&P? (48:53) America's semiconductor blind spot (51:56) Taiwan and the 90% probability (57:58) Robotics, humanoids, and the China question
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New episode of Uncapped with Trae Stephens and delian from Founders Fund, and my partner Everett Randle. We talked about Founders Fund, the role of VCs, operating versus investing, their current views on the market, and dynamics in the AI supply chain and China. The conversation stayed almost entirely on the rails and as always I learned a bunch from the way they think. Timestamps: (0:00) Intro (0:54) What makes FF unique (8:01) Why lacking EQ can be an asset (12:10) Delian on working with Keith (18:30) Why Trae hates board meetings (24:13) Benchmark vs. Founders Fund (26:31) Investing as the exhaust of operating (28:52) Venture as a micro asset class (30:42) The infamous 2021 offsite (34:21) Current market sentiment (39:18) Can you beat the S&P? (48:53) America's semiconductor blind spot (51:56) Taiwan and the 90% probability (57:58) Robotics, humanoids, and the China question

Jack Altman

274,350 views • 26 days ago

I had one of the legends of angel and seed investing on Uncapped, Ron Conway. He's the founder of SV Angel been an early backer of companies like Google, Facebook, Airbnb, and many more. We talked about the evolution of tech, being an actively involved investor, the power of being a relationship broker, fighting hard for founders, and some of his stronger feeling in politics. It was a pleasure to sit down with him. (Also fun to record a podcast episode at a live event, thank you TrueBridge) (0:00) Intro (1:50) From semiconductors to AI (8:39) Two investments that changed everything (11:46) Non-passive angel investing (14:57) Becoming a relationship broker (18:00) Building authentic relationships (24:48) Going deep with OpenAI and Airbnb (29:19) Fighting for founders (31:39) Remarkable returns at seed (33:20) The state wealth tax (37:17) Tech and politics
41:00

I had one of the legends of angel and seed investing on Uncapped, Ron Conway. He's the founder of SV Angel been an early backer of companies like Google, Facebook, Airbnb, and many more. We talked about the evolution of tech, being an actively involved investor, the power of being a relationship broker, fighting hard for founders, and some of his stronger feeling in politics. It was a pleasure to sit down with him. (Also fun to record a podcast episode at a live event, thank you TrueBridge) (0:00) Intro (1:50) From semiconductors to AI (8:39) Two investments that changed everything (11:46) Non-passive angel investing (14:57) Becoming a relationship broker (18:00) Building authentic relationships (24:48) Going deep with OpenAI and Airbnb (29:19) Fighting for founders (31:39) Remarkable returns at seed (33:20) The state wealth tax (37:17) Tech and politics

Jack Altman

162,501 views • 4 months ago

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 views • 1 year ago

OpenAI, the company behind ChatGPT, is one of the most famous and secretive companies in the world working to develop artificial general intelligence, or AGI. That's a theoretical type of AI that would match or surpass the cognitive abilities of humans across every task. Ali Rogin spoke with investigative journalist Karen Hao about her new book, “Empire of AI: Dreams and Nightmares in Sam Altman’s OpenAI,” and to discuss the company and AGI in general.
8:11

OpenAI, the company behind ChatGPT, is one of the most famous and secretive companies in the world working to develop artificial general intelligence, or AGI. That's a theoretical type of AI that would match or surpass the cognitive abilities of humans across every task. Ali Rogin spoke with investigative journalist Karen Hao about her new book, “Empire of AI: Dreams and Nightmares in Sam Altman’s OpenAI,” and to discuss the company and AGI in general.

PBS News

37,529 views • 1 year ago

We're entering a new era of software where a single person, working with AI agents, can build products that previously required entire teams. In this episode of the Lightcone Podcast, they break down the rise of AI coding agents, "tokenmaxxing", and the emerging workflows behind tools like Claude Code and OpenClaw. They discuss why AI systems today feel less like productivity tools and more like collaborators, why the future of AI should be personal and user-controlled, and how founders are starting to build software in completely new ways. 00:00 — Will you control your AI? 00:47 — Coding again after 13 years 01:56 — Rebuilding a startup with Claude Code 05:50 — Software that thinks like a journalist 07:09 — The rise of “tokenmaxxing” 10:07 — The accidental creation of GStack 14:21 — The workflow behind 400x output 20:59 — Thin Harness, Fat Skills 24:35 — AI agents are like Ferraris 27:12 — The future of personal AI 38:37 — Buying back time with tokens
41:29

We're entering a new era of software where a single person, working with AI agents, can build products that previously required entire teams. In this episode of the Lightcone Podcast, they break down the rise of AI coding agents, "tokenmaxxing", and the emerging workflows behind tools like Claude Code and OpenClaw. They discuss why AI systems today feel less like productivity tools and more like collaborators, why the future of AI should be personal and user-controlled, and how founders are starting to build software in completely new ways. 00:00 — Will you control your AI? 00:47 — Coding again after 13 years 01:56 — Rebuilding a startup with Claude Code 05:50 — Software that thinks like a journalist 07:09 — The rise of “tokenmaxxing” 10:07 — The accidental creation of GStack 14:21 — The workflow behind 400x output 20:59 — Thin Harness, Fat Skills 24:35 — AI agents are like Ferraris 27:12 — The future of personal AI 38:37 — Buying back time with tokens

Y Combinator

67,145 views • 2 months ago

In this episode of the Lightcone Podcast, we sat down with Mukund Jha and Madhav Jha, the founders of Emergent - an AI platform that lets anyone build and ship production-ready software. In just eight months, users have created more than 7 million apps on Emergent, with the number doubling in just the last 45 days. We discuss how they built one of the most powerful AI coding agents, why they focused on non-technical users and what it's like building for a global audience from India. 00:00 - Intro 01:06 - What Is Emergent? 01:18 - Founder Backstory 02:09 - From AI Testing to General Coding Agents 02:52 - Getting Ahead of the Market 04:18 - The Pivot to Non-Technical Users 05:22 - Why Second Movers Can Win in AI 09:04 - Building for Production, Not Just Prototypes 18:21 - Live Demo: Building Apps with Emergent 24:40 - How Emergent Hires and Runs a Lean Team 29:04 - Is SaaS Dead? The Rise of Personalized Software 34:04 - The Future: Niche Apps, Solo Builders and AI Agency
39:32

In this episode of the Lightcone Podcast, we sat down with Mukund Jha and Madhav Jha, the founders of Emergent - an AI platform that lets anyone build and ship production-ready software. In just eight months, users have created more than 7 million apps on Emergent, with the number doubling in just the last 45 days. We discuss how they built one of the most powerful AI coding agents, why they focused on non-technical users and what it's like building for a global audience from India. 00:00 - Intro 01:06 - What Is Emergent? 01:18 - Founder Backstory 02:09 - From AI Testing to General Coding Agents 02:52 - Getting Ahead of the Market 04:18 - The Pivot to Non-Technical Users 05:22 - Why Second Movers Can Win in AI 09:04 - Building for Production, Not Just Prototypes 18:21 - Live Demo: Building Apps with Emergent 24:40 - How Emergent Hires and Runs a Lean Team 29:04 - Is SaaS Dead? The Rise of Personalized Software 34:04 - The Future: Niche Apps, Solo Builders and AI Agency

Y Combinator

107,448 views • 4 months ago

Uncapped with Joe Lonsdale, one of the most prolific builders and investors in tech. Timestamps: (0:00) Intro (0:32) Why Joe keeps building (3:53) Consensus and right (5:39) What Palantir got right (6:53) Pulling forward innovation (9:32) AI vs social media (12:23) Making AI work for America (18:03) Department of War (21:16) Betting on defense (26:51) Robotics, bio, and energy (32:16) Investing in the AI era (35:38) Peptides opportunity (38:35) Texas vs California (40:12) Political correctness
43:09

Uncapped with Joe Lonsdale, one of the most prolific builders and investors in tech. Timestamps: (0:00) Intro (0:32) Why Joe keeps building (3:53) Consensus and right (5:39) What Palantir got right (6:53) Pulling forward innovation (9:32) AI vs social media (12:23) Making AI work for America (18:03) Department of War (21:16) Betting on defense (26:51) Robotics, bio, and energy (32:16) Investing in the AI era (35:38) Peptides opportunity (38:35) Texas vs California (40:12) Political correctness

Jack Altman

78,980 views • 2 months ago

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:
1:11:41

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

Shane Parrish

450,952 views • 3 months ago

My conversation with Mike Volpi Mike Volpi, who is one of the strongest early stage investors of the last decade backing companies like Scale, ClickHouse, Confluent, Wealthfront, and many others. When I started investing a couple years ago, Mike was one of the first people I reached out to for advice. Since then he's started his own new firm, Hanabi. We talked about creating a new VC firm, how AI impacts venture capital, and a bunch of his ideas around specific trends in AI and elsewhere. I love this conversation, hope you enjoy. Timestamps: (0:00) Intro (0:39) Building a venture firm from scratch (4:02) Designing Hanabi (5:52) Why stage matters less (9:38) Building a venture brand (13:58) The role of board seats (17:06) Attributes of enduring firms (20:44) The future of AI labs (23:14) Open-source and neolabs (32:49) The compute race (36:51) The future of software (45:49) Investing in defense (47:50) From operator to investor (50:35) Thriving founders today
56:21

My conversation with Mike Volpi Mike Volpi, who is one of the strongest early stage investors of the last decade backing companies like Scale, ClickHouse, Confluent, Wealthfront, and many others. When I started investing a couple years ago, Mike was one of the first people I reached out to for advice. Since then he's started his own new firm, Hanabi. We talked about creating a new VC firm, how AI impacts venture capital, and a bunch of his ideas around specific trends in AI and elsewhere. I love this conversation, hope you enjoy. Timestamps: (0:00) Intro (0:39) Building a venture firm from scratch (4:02) Designing Hanabi (5:52) Why stage matters less (9:38) Building a venture brand (13:58) The role of board seats (17:06) Attributes of enduring firms (20:44) The future of AI labs (23:14) Open-source and neolabs (32:49) The compute race (36:51) The future of software (45:49) Investing in defense (47:50) From operator to investor (50:35) Thriving founders today

Jack Altman

49,116 views • 1 month ago