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We asked USV's Nikhil (nikhil) one question: why NYC? 0:25 How Nikhil joined USV 1:15 Showcasing the USV office 1:54 Lessons learned from Fred Wilson 2:50 SF vs NYC from a builders perspective 3:46 USV's investing approach 4:40 NYC's culture & lifestyle 5:42 NY is the place to get customers

Alliance

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The story of Alliance alumni Rain (ALL7) from zero to $2B valuation. 0:09 Rain’s growth 0:23 Rain’s office tour 1:35 Rain’s company values 2:46 Alliance’s move to NY 3:40 Why NY after Stanford 4:23 Rain’s founder meeting 5:55 Office amenities 7:00 Rain’s agentic use cases 8:00 Rain’s customers 9:01 How Rain started 9:45 Why starting niche is better 10:35 Danny Meyer story 11:46 The talent arbitrage of NY 12:45 Alliance’s influence on Rain 13:53 The difficulties of scaling 15:13 The serendipity of NY 15:38 Finding partners in NY 17:00 The future of Rain 18:15 How startups win The next cohort of 18 startups graduates next Tuesday on Alliance's Demo Day. Apply at

The story of Alliance alumni Rain (ALL7) from zero to $2B valuation. 0:09 Rain’s growth 0:23 Rain’s office tour 1:35 Rain’s company values 2:46 Alliance’s move to NY 3:40 Why NY after Stanford 4:23 Rain’s founder meeting 5:55 Office amenities 7:00 Rain’s agentic use cases 8:00 Rain’s customers 9:01 How Rain started 9:45 Why starting niche is better 10:35 Danny Meyer story 11:46 The talent arbitrage of NY 12:45 Alliance’s influence on Rain 13:53 The difficulties of scaling 15:13 The serendipity of NY 15:38 Finding partners in NY 17:00 The future of Rain 18:15 How startups win The next cohort of 18 startups graduates next Tuesday on Alliance's Demo Day. Apply at

Alliance

80,105 views • 3 months ago

We sat down with Privy’s cofounder and CTO, Asta (Asta Li), to talk about Privy’s early days, finding their first customers, and why NYC is home. We get into NYC vs. SF, avoiding groupthink, and why where you build matters. 0:00 Intro 2:08 Finding their customer base 4:42 NYC and crypto 6:36 Social and cultural aspects of NYC 7:28 Knicks game and NYC’s energy 8:49 NYC’s greatest edge: mobility/transit 10:36 What is the case for NYC? 13:35 Groupthink: NYC vs. SF 16:33 What cemented your move to NYC? 18:00 Which city motivates you to build more? 20:20 What would you tell your pre-NYC self? 22:55 Where’s Privy going next? 23:59 Bearish sentiment in crypto 25:59 Favorite spots in NYC 26:21 Eccentric diets in tech 26:53 Conclusion/wrap-up

We sat down with Privy’s cofounder and CTO, Asta (Asta Li), to talk about Privy’s early days, finding their first customers, and why NYC is home. We get into NYC vs. SF, avoiding groupthink, and why where you build matters. 0:00 Intro 2:08 Finding their customer base 4:42 NYC and crypto 6:36 Social and cultural aspects of NYC 7:28 Knicks game and NYC’s energy 8:49 NYC’s greatest edge: mobility/transit 10:36 What is the case for NYC? 13:35 Groupthink: NYC vs. SF 16:33 What cemented your move to NYC? 18:00 Which city motivates you to build more? 20:20 What would you tell your pre-NYC self? 22:55 Where’s Privy going next? 23:59 Bearish sentiment in crypto 25:59 Favorite spots in NYC 26:21 Eccentric diets in tech 26:53 Conclusion/wrap-up

Alliance

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I spoke with Nick Grossman about his "Rebel Alliance" thesis for AI. He believes the industry is too big for one or two companies to dominate. We also discuss USV's internal multi-agent platform, model routing economics, AI's growing role in venture capital and financial markets, data privacy risks, and what happens to jobs and society as agents get smarter. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:42 - The "Rebel Alliance" thesis: why one company won't dominate AI 7:15 - General-purpose vs. specialized models in USV's portfolio 8:40 - Compute costs & the rise of model routing 11:14 - Inside USV's internal multi-agent system 16:25 - AI's role in venture capital & autonomous investing 22:46 - How AI reshapes market signals & information edges 27:02 - Apps building models & the fight over your data 35:26 - Five-year outlook for the AI stack 37:53 - US vs. China: the "philosophy" of AI models 40:26 - Personalized AI & where the Rebel Alliance thesis plays 43:49 - The dark side: jobs, data centers & society 47:40 - AI as a personal superpower & neural implants

I spoke with Nick Grossman about his "Rebel Alliance" thesis for AI. He believes the industry is too big for one or two companies to dominate. We also discuss USV's internal multi-agent platform, model routing economics, AI's growing role in venture capital and financial markets, data privacy risks, and what happens to jobs and society as agents get smarter. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:42 - The "Rebel Alliance" thesis: why one company won't dominate AI 7:15 - General-purpose vs. specialized models in USV's portfolio 8:40 - Compute costs & the rise of model routing 11:14 - Inside USV's internal multi-agent system 16:25 - AI's role in venture capital & autonomous investing 22:46 - How AI reshapes market signals & information edges 27:02 - Apps building models & the fight over your data 35:26 - Five-year outlook for the AI stack 37:53 - US vs. China: the "philosophy" of AI models 40:26 - Personalized AI & where the Rebel Alliance thesis plays 43:49 - The dark side: jobs, data centers & society 47:40 - AI as a personal superpower & neural implants

Anthony Pompliano 🌪

63,209 views • 2 months ago

Writing a check doesn’t qualify you to give advice. When Fred Wilson was 29 he tried to show up to a board meeting and start giving advice. One of the founders stopped him, “come do every job in the company for a week, then we’ll listen.” So he flew to Buffalo and did it. With nikhil staying at USV as an Investment Partner, I asked the two of them to sit down and compare notes on a business they entered almost four decades apart. Nikhil is the first analyst in our program’s 20-year history that we've offered the opportunity to stay and move up in the firm. They covered earning a founder’s trust, building conviction before your partners agree, and staying open to ideas that challenge your strongest held beliefs. They also got into where USV has been right, where we’ve been (very) wrong, and how the venture business is changing. 0:00 Preview 1:46 Why Difficult Founders Make the Most Money 5:20 Before You Give a Founder Advice, Earn the Right 11:28 fomo: We Passed. Then Spent Six Months Trying to Get In. 20:20 Biology Is Becoming Programmable and Opening Up to Outsiders 22:49 When Knowing Less Helps You See More 26:34 How Do You Compete With a $100 Billion VC Firm? 34:45 Why Fred Would Take His Company Public 38:01 What USV Gets Wrong About Founders 40:47 The Moat AI Hasn’t Broken: Network Effects 44:33 Who Wins When AI Becomes Multiplayer?

Writing a check doesn’t qualify you to give advice. When Fred Wilson was 29 he tried to show up to a board meeting and start giving advice. One of the founders stopped him, “come do every job in the company for a week, then we’ll listen.” So he flew to Buffalo and did it. With nikhil staying at USV as an Investment Partner, I asked the two of them to sit down and compare notes on a business they entered almost four decades apart. Nikhil is the first analyst in our program’s 20-year history that we've offered the opportunity to stay and move up in the firm. They covered earning a founder’s trust, building conviction before your partners agree, and staying open to ideas that challenge your strongest held beliefs. They also got into where USV has been right, where we’ve been (very) wrong, and how the venture business is changing. 0:00 Preview 1:46 Why Difficult Founders Make the Most Money 5:20 Before You Give a Founder Advice, Earn the Right 11:28 fomo: We Passed. Then Spent Six Months Trying to Get In. 20:20 Biology Is Becoming Programmable and Opening Up to Outsiders 22:49 When Knowing Less Helps You See More 26:34 How Do You Compete With a $100 Billion VC Firm? 34:45 Why Fred Would Take His Company Public 38:01 What USV Gets Wrong About Founders 40:47 The Moat AI Hasn’t Broken: Network Effects 44:33 Who Wins When AI Becomes Multiplayer?

Matt Cynamon

127,091 views • 4 days ago

Founder Checklist: 1. Build a product people keep coming back to. 2. Apply to Alliance. 3. Move to NYC. The ALL18 regular application deadline is 3 weeks from today on July 22. Apply at

Founder Checklist: 1. Build a product people keep coming back to. 2. Apply to Alliance. 3. Move to NYC. The ALL18 regular application deadline is 3 weeks from today on July 22. Apply at

Alliance

50,868 views • 3 months ago

Fred Wilson is one of the greatest VCs of all time. He is also my new partner at USV and I'm lucky to say that. We've known each other for years, but becoming partners felt like a reason to get to know him even better. So a few weeks ago, we walked around Union Square and caught up about what Fred Wilson has learned over nearly 40 years of VC, how AI may be making the profession obsolete, how to build an investment thesis, why he believes the Knicks will win the NBA title this year, and a few of his long held grudges. Here's a video of that conversation, set at Union Square, Madman Espresso, the USV office, and Leon's on Broadway. Chapters: 3:22 - That time Fred wrecked Mike on Twitter 6:01 - Pre-Internet VC in NYC 9:50 - Early Internet Investing and Raising for Flatiron Partners 11:59 - The Dot-com Crash Killed Fred’s First Firm 14:28 - Fred’s Grudge Against Coffee Shop 16:35 - How to Pick the Right Team at Right Time 18:28 - AVC blog, Gawker’s Nick Denton, 20:44 - Jim Kramer invented Tweeting 21:46 - Why Fred Bet on Twitter Early 23:39 - Building Agents on Claude Code and Tasklet 26:20 - Claude Mythos and Doomerism 27:27 - The Original USV Thesis 29:19 - Network Effects and Brad’s Thesis 31:29 - Coinbase: Thesis, Investment, Outcome 33:18 - Investing in Decentralized AI 34:59 - Open Source AI 36:55 - AI Kill Zone: Legal AI is Dead, Energy Investments 42:37 - USV Agents Will Replace Its Partners 47:00 - Are VC’s building themselves out of a job? 48:30 - Leon’s, NYC’s New Tech Watering Hole 50:52 - Generative Art 53:18 - SOLIENNE: AI Artist trained by Kristi Coronado 54:25 - What About AI Scares Fred 55:40 - Societal Backlash to AI 58:10 - Advice to Early Career VCs: There’s More Risk in Not Doing Deals 1:00:48 - Fred’s Biggest Regrets: Saying No Because of Price 1:04:17 - Fred’s Bold Prediction for the Knicks and the Mets

Fred Wilson is one of the greatest VCs of all time. He is also my new partner at USV and I'm lucky to say that. We've known each other for years, but becoming partners felt like a reason to get to know him even better. So a few weeks ago, we walked around Union Square and caught up about what Fred Wilson has learned over nearly 40 years of VC, how AI may be making the profession obsolete, how to build an investment thesis, why he believes the Knicks will win the NBA title this year, and a few of his long held grudges. Here's a video of that conversation, set at Union Square, Madman Espresso, the USV office, and Leon's on Broadway. Chapters: 3:22 - That time Fred wrecked Mike on Twitter 6:01 - Pre-Internet VC in NYC 9:50 - Early Internet Investing and Raising for Flatiron Partners 11:59 - The Dot-com Crash Killed Fred’s First Firm 14:28 - Fred’s Grudge Against Coffee Shop 16:35 - How to Pick the Right Team at Right Time 18:28 - AVC blog, Gawker’s Nick Denton, 20:44 - Jim Kramer invented Tweeting 21:46 - Why Fred Bet on Twitter Early 23:39 - Building Agents on Claude Code and Tasklet 26:20 - Claude Mythos and Doomerism 27:27 - The Original USV Thesis 29:19 - Network Effects and Brad’s Thesis 31:29 - Coinbase: Thesis, Investment, Outcome 33:18 - Investing in Decentralized AI 34:59 - Open Source AI 36:55 - AI Kill Zone: Legal AI is Dead, Energy Investments 42:37 - USV Agents Will Replace Its Partners 47:00 - Are VC’s building themselves out of a job? 48:30 - Leon’s, NYC’s New Tech Watering Hole 50:52 - Generative Art 53:18 - SOLIENNE: AI Artist trained by Kristi Coronado 54:25 - What About AI Scares Fred 55:40 - Societal Backlash to AI 58:10 - Advice to Early Career VCs: There’s More Risk in Not Doing Deals 1:00:48 - Fred’s Biggest Regrets: Saying No Because of Price 1:04:17 - Fred’s Bold Prediction for the Knicks and the Mets

Michael Mignano

231,702 views • 5 months ago

The full conversation with Brent Beshore 0:00 – Intro 0:54 – Examining Your Life 04:50 – Fixing Relationships 15:10 – How Helping Can Hurt 27:19 – Control 35:42 – Impact of Drinking 45:35 – Running a Business With Love 55:40 – Win-Win Relationships 1:00:40 – Debt 1:14:34 – Incentives 1:24:14 – How to Hire and Fire CEOs 1:29:24 – What most people miss about hiring 1:39:25 – Brent’s Playbook after buying a company 1:46:26 – On Projections 1:50:58 – Revisiting Investments and Keeping Score 1:53:50 – To Be Hands-Off or Not 2:03:40 – Where People Go Wrong in Private Equity 2:09:13 – What is Success?

The full conversation with Brent Beshore 0:00 – Intro 0:54 – Examining Your Life 04:50 – Fixing Relationships 15:10 – How Helping Can Hurt 27:19 – Control 35:42 – Impact of Drinking 45:35 – Running a Business With Love 55:40 – Win-Win Relationships 1:00:40 – Debt 1:14:34 – Incentives 1:24:14 – How to Hire and Fire CEOs 1:29:24 – What most people miss about hiring 1:39:25 – Brent’s Playbook after buying a company 1:46:26 – On Projections 1:50:58 – Revisiting Investments and Keeping Score 1:53:50 – To Be Hands-Off or Not 2:03:40 – Where People Go Wrong in Private Equity 2:09:13 – What is Success?

Shane Parrish

107,941 views • 2 years ago

E113: I challenge Crypto Banter on their business practices and Ran opens up on how he built the biggest Media company in crypto! Ran Neuner is the CoFounder and CEO of Crypto Banter, one of the biggest Media companies in the crypto industry Timestamps 0:00 Intro 2:00 WSH Sponsors: Jupiter, Bitwise, SUI & Mantle 2:46 Opening Up on WSH 3:52 Consuming Crypto Content 7:26 Information Asymmetry in Crypto 11:56 Self Custody with Trezor 12:49 The Addictive Power of Media 15:33 Podcasting Is a Secret Weapon 21:06 Finding Your Superpower 25:29 Living with “Champion OCD” 31:20 Addicted to Pressure 34:02 Resentment That Fuels Success 39:26 Ayahuasca: A Spiritual Awakening 41:03 The Chemical Shift of Fatherhood 45:37 Overcoming FOMO w/ Ayahuasca 48:45 Overcoming Addiction 52:56 Removing Business Time Pressure 54:29 Purging the Past, Embracing Purpose 1:02:07 Ayahuasca’s Lesson on Relationships 1:06:01 What is Crypto Banter? 1:06:25 What is Financial Freedom? 1:09:18 Balancing Media and Investing 1:11:44 Banter's Approach to Sponsorships 1:13:34 Passion-Driven Content Creation 1:17:50 Meme Coin Narrative 1:25:38 Avoiding the Meme Coin Trap 1:32:45 Lessons from the Luna Collapse 1:38:09 Dopamine Rush Behind Sh*t Coins 1:43:12 Solana vs Ethereum 1:46:43 How to Get Rich in Crypto 1:52:28 Dealing with Criticism 1:54:05 Trading vs. Investing in Crypto 1:56:35 Lessons from Losing $100M in Days 2:05:55 Non-Consensus Beliefs 2:08:32 Prediction for the Next 12 Months 2:10:08 Concluding Remarks

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MR SHIFT 🦁

135,454 views • 1 year ago

The most honest people in any society are the artists, because they’re committed to beauty, which is truth. Jess Elofson is one of the few we have left. He’s a welder. 0:00 How Art Impacts Culture and Politics 5:16 Obama's Hideous Library 15:26 The Beauty of Self-Sufficiency 20:38 Elofson's Parenting Advice 24:14 Tucker's Marriage Advice 25:36 Ancient Technology and the Forgotten Arts 41:56 Are Society and Technology Regressing? 46:16 The Hard Lessons We Should Be Teaching Our Kids 51:13 Why Men Need to Create 54:45 The Dangers of Chasing Money 59:06 Are Wind Turbines Evil? 1:02:14 The Great Lessons of History 1:07:32 The AI Lies 1:18:52 The Cryptocurrency Problem 1:22:55 How Does This All End? 1:27:11 Why Is Modern Construction So Bad? 1:32:06 The Dangers of Debt 1:40:39 How to Be Happy 1:41:28 Is Our Civilization Salvageable? 1:44:33 Trump's Betrayal 1:48:58 Are There Any True Artists Left?

The most honest people in any society are the artists, because they’re committed to beauty, which is truth. Jess Elofson is one of the few we have left. He’s a welder. 0:00 How Art Impacts Culture and Politics 5:16 Obama's Hideous Library 15:26 The Beauty of Self-Sufficiency 20:38 Elofson's Parenting Advice 24:14 Tucker's Marriage Advice 25:36 Ancient Technology and the Forgotten Arts 41:56 Are Society and Technology Regressing? 46:16 The Hard Lessons We Should Be Teaching Our Kids 51:13 Why Men Need to Create 54:45 The Dangers of Chasing Money 59:06 Are Wind Turbines Evil? 1:02:14 The Great Lessons of History 1:07:32 The AI Lies 1:18:52 The Cryptocurrency Problem 1:22:55 How Does This All End? 1:27:11 Why Is Modern Construction So Bad? 1:32:06 The Dangers of Debt 1:40:39 How to Be Happy 1:41:28 Is Our Civilization Salvageable? 1:44:33 Trump's Betrayal 1:48:58 Are There Any True Artists Left?

Tucker Carlson

1,516,902 views • 29 days ago

92 minute video with timestamps. My 15 successes and my 15 failures. How it happened, why successes and failures aren't that clear sometimes, and what I did and will keep doing with the mistakes that I've made. Timestamps below: 00:00 Success 1: $PLTR 11:20 Success 2: $TSLA 16:50 Success 3: $SOFI 21:10 Success 4: $SHOP 23:25 Success 5: $HOOD 25:40 Success 6: $AFRM 29:00 Success 7: $NVDA 33:30 Success 8: $IREN 35:40 Success 9: $CIFR 37:15 Success 10: $RCAT 38:10 Success 11: $AMD 41:10 Success 12: $TQQQ 42:00 Success 13: $NET 42:40 Success 14: #Silver 43:40 Success 15: #Bitcoin 46:30 Failure 1: #Ethereum 54:00 Failure 2: $COIN 58:00 Failure 3: $BMNR 58:50 Failure 4: $BTCS 1:00:00 Failure 5: $BTBT 1:01:00 Failure 6: $GLXY 1:03:40 Failure 7: $CLSK 1:08:00 Failure 8: $MARA 1:13:25 Failure 9: $QUBT 1:14:55 Failure 10: $RXRX 1:16:15 Failure 11: $TIGR 1:17:50 Failure 12: $RIVN 1:19:10 Failure 13: $GME 1:22:40 Failure 14: $DOGE 1:27:20 Failure 15: $FARTCOIN

92 minute video with timestamps. My 15 successes and my 15 failures. How it happened, why successes and failures aren't that clear sometimes, and what I did and will keep doing with the mistakes that I've made. Timestamps below: 00:00 Success 1: $PLTR 11:20 Success 2: $TSLA 16:50 Success 3: $SOFI 21:10 Success 4: $SHOP 23:25 Success 5: $HOOD 25:40 Success 6: $AFRM 29:00 Success 7: $NVDA 33:30 Success 8: $IREN 35:40 Success 9: $CIFR 37:15 Success 10: $RCAT 38:10 Success 11: $AMD 41:10 Success 12: $TQQQ 42:00 Success 13: $NET 42:40 Success 14: #Silver 43:40 Success 15: #Bitcoin 46:30 Failure 1: #Ethereum 54:00 Failure 2: $COIN 58:00 Failure 3: $BMNR 58:50 Failure 4: $BTCS 1:00:00 Failure 5: $BTBT 1:01:00 Failure 6: $GLXY 1:03:40 Failure 7: $CLSK 1:08:00 Failure 8: $MARA 1:13:25 Failure 9: $QUBT 1:14:55 Failure 10: $RXRX 1:16:15 Failure 11: $TIGR 1:17:50 Failure 12: $RIVN 1:19:10 Failure 13: $GME 1:22:40 Failure 14: $DOGE 1:27:20 Failure 15: $FARTCOIN

Cantonese Cat 🐱🐈

111,162 views • 8 months ago

My conversation with Karim Atiyeh, co-founder and CTO of Ramp and one of the best operators active today. I love talking to people who are obsessed with their craft, and Karim is one of them. The way he talks about every part of the business makes it clear that Ramp wins by caring more than anyone. They labor over every pixel and detail that helps customers save time, eliminate waste, and spend less. We talk about how to build products faster, assembling a team of "Avengers", seeking differentiation and how Karim’s "divinely discontent" mindset drives Ramp’s culture. It's a conversation about craftsmanship, obsession, and the quiet intensity behind one of the fastest-growing companies in the world. Enjoy! Timestamps: 0:00 Intro 0:29 Competing with a Day One Mentality 7:58 Winning with Consumer-Grade UX 10:40 Divinely Discontent 14:18 Building a Culture of Mutual Accountability 16:05 Origin Story: Growing Up in Lebanon 21:40 The First Company: Paribus 28:02 Lessons from Building on an Unstable Platform 36:42 From Paribus to Ramp 48:59 The Framework for Choosing Investors 57:54 Shifting the Business Model 1:03:00 Why the Best Builders Will Be Technical 1:06:05 An Engineer's Approach to Marketing 1:20:15 The Power of Differentiation 1:22:22 Recruiting for Spikiness 1:27:41 The Tactics of Speed 1:34:52 The Vision for Ramp 1:43:40 Kindest Thing

My conversation with Karim Atiyeh, co-founder and CTO of Ramp and one of the best operators active today. I love talking to people who are obsessed with their craft, and Karim is one of them. The way he talks about every part of the business makes it clear that Ramp wins by caring more than anyone. They labor over every pixel and detail that helps customers save time, eliminate waste, and spend less. We talk about how to build products faster, assembling a team of "Avengers", seeking differentiation and how Karim’s "divinely discontent" mindset drives Ramp’s culture. It's a conversation about craftsmanship, obsession, and the quiet intensity behind one of the fastest-growing companies in the world. Enjoy! Timestamps: 0:00 Intro 0:29 Competing with a Day One Mentality 7:58 Winning with Consumer-Grade UX 10:40 Divinely Discontent 14:18 Building a Culture of Mutual Accountability 16:05 Origin Story: Growing Up in Lebanon 21:40 The First Company: Paribus 28:02 Lessons from Building on an Unstable Platform 36:42 From Paribus to Ramp 48:59 The Framework for Choosing Investors 57:54 Shifting the Business Model 1:03:00 Why the Best Builders Will Be Technical 1:06:05 An Engineer's Approach to Marketing 1:20:15 The Power of Differentiation 1:22:22 Recruiting for Spikiness 1:27:41 The Tactics of Speed 1:34:52 The Vision for Ramp 1:43:40 Kindest Thing

Patrick OShaughnessy

599,830 views • 11 months ago

We asked Keone Hon 9 questions about the current state of crypto Timestamps👇 0:00 Intro 0:35 Wyoming and the SALT Conference 1:28 Policy, regulation and institutional adoption 1:50 Is the word “crypto” dead? 3:22 Corporate chains vs. open networks 4:00 Where tokenized assets will settle 4:45 What users gain from open networks 5:36 Why neutral infrastructure matters 6:15 Cadence, BTX and MEV resistance 7:24 Why open infrastructure can win

We asked Keone Hon 9 questions about the current state of crypto Timestamps👇 0:00 Intro 0:35 Wyoming and the SALT Conference 1:28 Policy, regulation and institutional adoption 1:50 Is the word “crypto” dead? 3:22 Corporate chains vs. open networks 4:00 Where tokenized assets will settle 4:45 What users gain from open networks 5:36 Why neutral infrastructure matters 6:15 Cadence, BTX and MEV resistance 7:24 Why open infrastructure can win

Monad

50,613 views • 27 days ago

Alex Danco (Alex Danco) on the bull and bear case for Toronto, why tech runs on gift culture, and a new way to measure product-market fit for the city. 0:00 Do We Have PMF Yet? 1:15 The Bear Case in 60 Seconds 1:54 I'm Tired of Hearing This 3:12 American Culture Is Gift Culture 5:33 The Bull Case for Toronto 6:59 Belly of My Brother 7:42 Confidence Doesn't Grieve

Alex Danco (Alex Danco) on the bull and bear case for Toronto, why tech runs on gift culture, and a new way to measure product-market fit for the city. 0:00 Do We Have PMF Yet? 1:15 The Bear Case in 60 Seconds 1:54 I'm Tired of Hearing This 3:12 American Culture Is Gift Culture 5:33 The Bull Case for Toronto 6:59 Belly of My Brother 7:42 Confidence Doesn't Grieve

Toronto Tech Week

50,093 views • 4 months ago

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?

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 views • 2 years ago

E114: Walrus 🦭/acc : Decentralizing Data Storage, the perfect complement to the SUI Network George Danezis is the Chief Scientist at MystenLabs.sui , co-creator of the Sui , and one the minds behind Walrus 🦭/acc Timestamps 0:00 Intro 2:00 Partnerships: Jupiter, Bitwise, SUI & Mantle 2:46 Sleeping Habits 4:05 Who is George? 4:23 What is a Chief Scientist? 5:16 Research at Microsoft vs. Now 6:59 What is “Good Research”? 8:49 Corporate Innovation vs. Reality 10:31 Why I Love Teaching Security 11:52 Self Custody with Trezor 12:44 Teaching vs. Real-World Application 16:28 What Makes an Idea Great? 17:51 The Idea That Never Worked Out 19:50 Being Late to Ideas, Not Early 20:56 The Essence of Peer-to-Peer Networks 23:50 Why We Need Peer-to-Peer Systems? 27:51 Why Decentralization Was Hard to Realize 31:09 Bitcoin's Game-Changing Impact 33:10 ETH Aha Moment 34:46 Facebook’s Conviction in Blockchain 37:39 Scaling DIEM/LIBRA to Sui 39:20 Biggest Issue at Facebook 40:20 Why Facebook Bet on Crypto 41:40 Why I Left Facebook 45:07 Balancing Passion and Pay 46:43 What is a Blockchain Good For? 51:42 Understanding Blockchain’s Limitations 53:21 CryptoKitties 54:36 Meme Coins: Culture vs. Scam 57:02 The Role of Norms in Crypto 1:00:32 What is the Sui Network? 1:02:32 Why Do We Need The Sui Network? 1:03:34 Layer 1 vs. Layer 2 1:05:07 Why Build a Layer One? 1:09:21 Top Layer One Competitors 1:10:45 Decentralization vs. Practicality 1:14:06 Minimum Decentralization 1:16:33 Data Storage & Its Biggest Problem 1:20:05 What is Walrus Protocol? 1:22:09 Why Walrus is Possible Now 1:25:35 Why Sui Network for Data Storage? 1:27:37 Vision of Walrus Protocol 1:28:59 Building a Neutral Tech Future 1:30:44 Using Existing Blockchains 1:33:03 Future of Decentralized Production 1:35:51 Prediction For The Next 12 Months 1:39:04 Concluding Remarks

E114: Walrus 🦭/acc : Decentralizing Data Storage, the perfect complement to the SUI Network George Danezis is the Chief Scientist at MystenLabs.sui , co-creator of the Sui , and one the minds behind Walrus 🦭/acc Timestamps 0:00 Intro 2:00 Partnerships: Jupiter, Bitwise, SUI & Mantle 2:46 Sleeping Habits 4:05 Who is George? 4:23 What is a Chief Scientist? 5:16 Research at Microsoft vs. Now 6:59 What is “Good Research”? 8:49 Corporate Innovation vs. Reality 10:31 Why I Love Teaching Security 11:52 Self Custody with Trezor 12:44 Teaching vs. Real-World Application 16:28 What Makes an Idea Great? 17:51 The Idea That Never Worked Out 19:50 Being Late to Ideas, Not Early 20:56 The Essence of Peer-to-Peer Networks 23:50 Why We Need Peer-to-Peer Systems? 27:51 Why Decentralization Was Hard to Realize 31:09 Bitcoin's Game-Changing Impact 33:10 ETH Aha Moment 34:46 Facebook’s Conviction in Blockchain 37:39 Scaling DIEM/LIBRA to Sui 39:20 Biggest Issue at Facebook 40:20 Why Facebook Bet on Crypto 41:40 Why I Left Facebook 45:07 Balancing Passion and Pay 46:43 What is a Blockchain Good For? 51:42 Understanding Blockchain’s Limitations 53:21 CryptoKitties 54:36 Meme Coins: Culture vs. Scam 57:02 The Role of Norms in Crypto 1:00:32 What is the Sui Network? 1:02:32 Why Do We Need The Sui Network? 1:03:34 Layer 1 vs. Layer 2 1:05:07 Why Build a Layer One? 1:09:21 Top Layer One Competitors 1:10:45 Decentralization vs. Practicality 1:14:06 Minimum Decentralization 1:16:33 Data Storage & Its Biggest Problem 1:20:05 What is Walrus Protocol? 1:22:09 Why Walrus is Possible Now 1:25:35 Why Sui Network for Data Storage? 1:27:37 Vision of Walrus Protocol 1:28:59 Building a Neutral Tech Future 1:30:44 Using Existing Blockchains 1:33:03 Future of Decentralized Production 1:35:51 Prediction For The Next 12 Months 1:39:04 Concluding Remarks

MR SHIFT 🦁

111,082 views • 1 year ago

PGX Ideas with Aravind Srinivas, Co-founder and CEO of Perplexity - What does it mean to be intelligent? Why humans wonder. Why we create. Whether AI understands anything at all or is it merely mimicking intelligence. And the deeper questions that follow from that. We spoke about emergence, India’s competitive culture, China, behaviorism, memory, learning, hardware, and the question of where this all leads. The AI Hindi-dubbed version of this episode is also attached in this thread. Enjoy. Timestamps 00:00 - How did Aravind get into AI? 13:05 - India’s competitive culture 15:05 - Talent problem or system failure? 16:25 - How can India evolve? 17:45 - China’s approach to research 21:02 - What’s cutting-edge in AI today? 25:02 - What creates value in an economy? 28:45 - What is the internet built on? 32:48 - Can AI assist humans? 35:25 - Why do humans wonder? 37:25 - Why do humans create? 40:50 - Does memory still matter? 43:15 - Does curiosity create knowledge? 45:40 - Biological vs artificial intelligence 51:24 - Is curiosity uniquely human? 58:55 - Can AI shape human thinking? 1:05:24 - Do we understand intelligence? 1:10:50 - Meaning beyond behaviorism 1:21:48 - How do kids learn to learn? 1:25:43 - Why is hardware innovation hard? 1:31:19 - Can AI feel? 1:47:35 - Questions for me

PGX Ideas with Aravind Srinivas, Co-founder and CEO of Perplexity - What does it mean to be intelligent? Why humans wonder. Why we create. Whether AI understands anything at all or is it merely mimicking intelligence. And the deeper questions that follow from that. We spoke about emergence, India’s competitive culture, China, behaviorism, memory, learning, hardware, and the question of where this all leads. The AI Hindi-dubbed version of this episode is also attached in this thread. Enjoy. Timestamps 00:00 - How did Aravind get into AI? 13:05 - India’s competitive culture 15:05 - Talent problem or system failure? 16:25 - How can India evolve? 17:45 - China’s approach to research 21:02 - What’s cutting-edge in AI today? 25:02 - What creates value in an economy? 28:45 - What is the internet built on? 32:48 - Can AI assist humans? 35:25 - Why do humans wonder? 37:25 - Why do humans create? 40:50 - Does memory still matter? 43:15 - Does curiosity create knowledge? 45:40 - Biological vs artificial intelligence 51:24 - Is curiosity uniquely human? 58:55 - Can AI shape human thinking? 1:05:24 - Do we understand intelligence? 1:10:50 - Meaning beyond behaviorism 1:21:48 - How do kids learn to learn? 1:25:43 - Why is hardware innovation hard? 1:31:19 - Can AI feel? 1:47:35 - Questions for me

Prakhar Gupta

32,104 views • 9 months ago