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We asked Ben Thompson (Author and Founder Stratechery) about bridging tech and finance journalism. "There was a gap between tech journalism & Wall Street and a space to link products to financial results, and company strategies." "And I'm very interested in culture and how that guides decision making." "On... show more

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Could you actually vibe code Palantir? Co-founder Joe Lonsdale says if you're building low-end SaaS, you're in trouble. But if you're spending $100M+ to build software, no one is replacing that: "I'm such a pro-AI bullish person, but it drives you to apostasy from the whole movement where they're like, 'We're replacing everything. Palantir is going down.'" "There's a lot of stuff that was bought by private equity, didn't take that much to build, and probably had more money put into sales than tech. That kind of stuff is in trouble."

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Could you actually vibe code Palantir? Co-founder Joe Lonsdale says if you're building low-end SaaS, you're in trouble. But if you're spending $100M+ to build software, no one is replacing that: "I'm such a pro-AI bullish person, but it drives you to apostasy from the whole movement where they're like, 'We're replacing everything. Palantir is going down.'" "There's a lot of stuff that was bought by private equity, didn't take that much to build, and probably had more money put into sales than tech. That kind of stuff is in trouble." From his appearance on the show in February.

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Mark Cuban explains exactly how he would turn a sales job into his own business in under six months "I am really, really, really good at sales. I'm gonna find a sales job because I already know that if I'm onto my last $500 and all I have is a phone, I am going to get that job and I'm gonna learn more about that industry than anybody on the planet." "And I'm gonna set a commission as high as I possibly can. And three months in, when I've demonstrated that I am the best salesperson in the history of that company, I'm going to walk into my boss's office and I'm going to tell him or her, you're either going to pay me this amount of money to keep me or I'm going to start my own business selling this stuff." "Everything always goes back to sales no matter what."

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"You get instant gratification from making progress in the way that people think progress is made. You don't get instant gratification from being like, "I think you're wrong, and I know the business better than you do, and really I need to go do this other thing, but that's gonna take me six months to prove you wrong." That takes a lot of conviction and a lot of discipline to be able to do that." Put the blinders on and ignore the noise.

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🗣️: The moment with Lewis at the start. Can we get your take on that and also how your race unfolded from that point? Carlos: Nothing, I think I just got squeezed by Lewis on the outside, some cars on the inside, I had nowhere to go and yeah, that compromised my race because I lost the front wing there, a big part of the front wing and from there, I was struggling with a lot of understeer in the car and a lot of front deg which made me slower than what we could have been today. Yeah, and also a bit of a slow pit stop at the beginning and you start adding the things up and when you see we are a couple of seconds away from the points, you always wonder what it could have been.

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We asked rahul about the global reach of ChatGPT and the emphasis on personality in AI models. "When you want to get to the one to like the remaining 90% of the users, do you want a model that thinks for longer? You want more personality?" "They definitely leaned in on personality, which I think is interesting." "It's kind of different than a (social media) feed in some ways because you have this person you talk to. It's like a relationship and then it just switches up on how it talks to you."

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Alfred and Pat believe that the number one ingredient to becoming a better decision maker in venture (and probably in business more broadly) is courage. "If you're gonna pay a ridiculous amount for a company that you saw and passed on a month ago...like Pat did with Snowflake...you have to have real courage." "Or the other extreme where nobody likes this company anywhere in the world except you."

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Marvellous example of 3 engine space tech architecture, from Bhopal MP The left a large gap between the stairs and wall, who could cause someone to slip through

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I walked straight into the top tier, A-list actor, the hottest director and writer, best production company on earth. Watching how Josh and Ronnie collaborate, argue, refine, and edit taught me more than I expected. I learned a lot and now I want to do more.

I walked straight into the top tier, A-list actor, the hottest director and writer, best production company on earth. Watching how Josh and Ronnie collaborate, argue, refine, and edit taught me more than I expected. I learned a lot and now I want to do more.

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