Avsnitt
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AGENDA:
05:00 Washington Just Put Frontier AI on a Leash
06:30 Sam Altman's Wild 5% Government Stake Idea
19:00 The AI Funding Bubble: Why Founders No Longer Fear Dilution
28:00 Alex Karp's Brutal Warning: Enterprises Don't Trust Frontier AI
33:00 Meta's Shock Pivot: Has Zuck Accidentally Built the Next CoreWeave?
41:00 Nvidia's Dangerous New Game: "Compute Now, Pay Later"
45:00 Anthropic & DeepSeek Go After Nvidia's Crown
48:00 Kling vs Sora: Did China Just Win AI Video?
52:00 Is China Secretly Winning the Open Source AI War?
01:02:00 Microsoft & Amazon's $6B Bet: AI Still Needs Humans
01:11:00 Ashton Kutcher Walks Away From Sound Ventures
01:16:00 The New Startup Talent War: No Liquidity, No Chance
01:20:00 Final Thoughts: Who Wins the AI Endgame? -
Mike Mignano is a General Partner at Union Square Ventures, one of the most iconic venture firms in the world, whose investments include Coinbase, Stripe, Etsy, Twilio, Cloudflare. Before joining USV, Mike was a Partner at Lightspeed, where he backed breakout AI companies including Granola and Suno. Prior to investing, he co-founded Anchor, acquired by Spotify.
AGENDA:
00:00 Is Fear of Failure the Secret Weapon Behind Great Founders?
07:20 Why Leave Lightspeed for USV — and Is Thesis-Driven Venture Still Alive?
09:50 Is the Real AI Money Still in Infrastructure, or Are Apps Finally About to Explode?
13:00 Who Wins the AI Model War: OpenAI, Anthropic, Open Source, or the "Rebel Alliance"?
19:00 Are We About to Hand Our Entire Lives Over to AI Agents?
21:00 Can Anthropic Keep Growing Like This — or Will Token Spend Break the Model?
26:00 Can AI Routing Become a $50BN Company, or Is It Just a Commodity Pipe?
30:00 Will the AI Energy Crisis Create the Next Monster Venture Outcomes?
36:00 Can Startups Survive Microsoft, OpenAI, and the Brutal Power of Bundling?
45:00 Should VCs Ignore Price When Backing Generational Companies?
55:30 Is Traditional Media Dead — and Who Becomes the New Tech Kingmaker?
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Clay Bavor is the Co-Founder of Sierra, one of the world's fastest-growing enterprise AI companies. Sierra is valued at approximately $15.8 billion, has raised more than $1.5BN from leading investors including Sequoia, Benchmark, Greenoaks, GV and Tiger Global, and today serves more than 40% of the Fortune 50. The company recently surpassed $150 ARR, making it one of the fastest-growing enterprise software businesses in history.
AGENDA:
00:00 – Why Frontier AI Demand Will Be Unlimited
08:00 – Open Models vs Frontier Models: Who Actually Wins?
17:00 – China's AI Advantage & The Distillation Debate
20:30 – Inside Sierra: The AI Agents Running the Entire Company
24:00 – The $100,000 Token Budget Every Engineer Will Soon Need
29:00 – Building AI for 40% of the Fortune 50
37:00 – Why Forward-Deployed Engineers Are the Future of Enterprise AI
43:00 – Sierra's Unusual Board Meetings & Billion-Dollar Company Playbook
48:00 – The Four Values Behind a $16B Startup: Craftsmanship, Intensity & Family
56:00 – Clay Bavor's Hiring Philosophy, AI-First Teams & What's Coming Next
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AGENDA:
00:00 Coinbase Slashes AI Spend 50%—Is the AI Token Bubble Bursting?
12:55 Anthropic Warns Open Source Could Destroy the AI Business Model
18:10 Dario Escalates the AI War with China & Open-Source
22:00 Should the US Ban Chinese AI Models?
33:15 Microsoft's AI Strategy Is Breaking Down
38:00 Kalshi's $40B Valuation Signals a New Consumer Gold Rush
41:15 Has SpaceX Frozen the AI IPO Market?
43:20 Why Bending Spoons May Be the Smartest IPO of the Year
46:00 The $100B Opportunity to Buy Broken SaaS Companies
53:30 Which Software Companies Would Jason Buy Tomorrow?
1:04:30 The Great AI Talent War Is About to Get Worse
1:11:20 Every Company Is Becoming an AI Company—or Dying
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KR Sridhar is the Founder and CEO of Bloom Energy, the distributed power company powering the AI revolution. Under his leadership, Bloom has grown to a market cap of approximately $93 billion, with revenue surpassing $2 billion as demand from AI data centres has surged. Over the last 12–18 months, Bloom has become one of the biggest beneficiaries of the AI infrastructure boom. It's also the largest position in Leo Aschenbrenner's investment portfolio, making up around 16% of his fund.
AGENDA:
00:00 Why Failure Is Never an Option: The Mindset That Built a $90B Company
05:20 The 25-Year Bet: Why Bloom Never Doubted AI Would Need Its Technology
12:10 Andy Grove's Brutal Leadership Lesson That Changed Everything
18:40 AI Isn't a Bubble—It's a "Hockey Stick on a Hockey Stick"
25:30 Why Electricity, Not AI Models, Will Decide the Winners of the AI Race
34:20 The Radical Vision: Why Power Must Move to the Edge of the Grid
40:40 How Bloom Beat Everyone to Power Oracle's AI Data Centres in Just 55 Days
50:00 The Future of Cities, Energy Sovereignty & Why AI Will Democratise Power
52:10 Parenting, Purpose & the One Belief KR Thinks Everyone Gets Wrong About AI
55:00 The Next 10 Years: Why AI Could Create Global Energy Abundance
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Paul Erlanger is the Co-Founder and CEO of FOMO, the social-first trading platform building the future of on-chain investing. Since founding the company in 2025, Paul has raised approximately $94 million, including a $17 million Series A led by Benchmark and a $75 million Series B led by Index Ventures with participation from USV, valuing the company at $550 million. Today, FOMO has grown to 600,000 users, processed over $4 billion in trading volume, and is adding thousands of new users every day—all with a team of just 17 people.
AGENDA:
00:00 – Building a $550M Company with No Salaries, No Managers & No 1:1s
03:58 – Why Traditional Brokerages Will Lose in the Next 10 Years
09:30 – Why Robinhood's Strategy Is Wrong; The End of the Financial Super App?
13:05 – "Markets Aren't a Casino" — The Case for Retail Investors Fighting Wall Street
16:45 – The Radical Hiring Bet: Giving Employees Founder-Level Equity
23:40 – AI Kills Org Charts: Why FOMO Will Stay Under 25 Employees
29:30 – Why Taste Beats AI & The Biggest Mistake Most Consumer Startups Make
33:10 – The Social Media Playbook That Every Startup Gets Wrong
39:20 – How Benchmark, Index & USV Won the Deal—and the VC Advice Founders Need to Hear
46:10 – The Future of Investing: Social Trading, Creator Economies & Financial Networks
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AGENDA:
00:00 – Google Loses Two AI Legends as Anthropic Wins the Talent War
14:45 – China's $50B DeepSeek Bet Changes the AI Power Balance
27:15 – AI's Memory Crisis Has Begun — Apple Warns of a '100-Year Flood'
30:00 – Wall Street Finally Asks the $725 Billion Question: Who Pays for AI?
41:00 – We Built an AI Finance VP... and It's Better Than Humans
46:30 – The Death of Moats? Why Founders Should Stop Talking About Defensibility
58:30 – Databricks, ServiceNow & the New AI Software Winners
01:07:00 – The Seat-Based SaaS Model Is Dying
01:12:00 – OpenAI's Custom Models Could Rewrite Enterprise Software
01:17:00 – OpenAI's Biggest Threat Isn't Anthropic Anymore
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Nikesh Arora is the Chairman and CEO of Palo Alto Networks, the global cybersecurity leader. Since taking over in 2018, he has transformed the company from an $18 billion market cap business into one worth more than $225BN with more than 21,000 employees globally. Previously, Nikesh was President and COO of SoftBank, where he worked alongside Masayoshi Son and helped shape the firm's technology investment strategy.
AGENDA:
00:00 Why AI Token Prices Will Fall 90% — And Why That's Bullish for AI
07:40 The Frontier Model Problem: Breadth vs Depth in AI
11:30 Most Enterprises Are Using AI Completely Wrong
13:10 Why AI Could Cut Marketing, HR & Finance Teams in Half
16:00 AI Applications Will Have Opinions — SaaS Never Did
20:00 OpenAI, Anthropic & The Most Important Valuation Question in Tech
24:00 The Real Business Model of AI: Transaction Revenue Beats Advertising
25:10 Why Token Prices Must Collapse
28:20 Where Value Actually Accrues in AI: Models, Memory or Apps?
29:00 Why Memory Becomes the Biggest Moat in AI
32:00 Why Every Enterprise Should Be Scared Right Now
33:15 Should Governments Regulate Frontier AI Models?
37:10 Why Brian Armstrong's AI-First Playbook Doesn't Work Everywhere
40:00 The Biggest AI Mistake CEOs Are Making Today
42:00 How Nikesh Creates Darwinian Competition Inside Palo Alto
43:00 Do AI Companies Really Need Forward-Deployed Engineers?
45:00 Why Enterprise AI Products Still Aren't Ready
52:00 Systems of Record vs Systems of Intelligence: The Future of Software
54:00 Why AI Applications Will Replace Traditional SaaS Workflows
58:00 What Nikesh Learned From Google That Still Matters Today
1:04:00 From $200 and Two Suitcases to Running a $225B Company
1:10:00 Happiness, Gratitude and Why Tomorrow Matters More Than Ten Years From Now
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Ryan Peterson is the Founder & CEO @ Flexport, the logistics darling of the venture capital world that has raised $900M+ with the last round valuing the company at $8BN. Today, the company does $450M in revenue growing 30% YoY.
AGENDA:
00:00 — Why Does Ryan Petersen Call Remote Work "White Collar Fraud"?
08:30 — Does Having More Money Actually Make You a Better Founder?
11:40 — When Will Flexport IPO? What Price Would It Go Out At?
19:00 — Can AI Actually Automate Entire Companies or Is the Productivity Boom Overhyped?
22:00 — Which Jobs Will Exist in 5 Years That Don't Exist Today?
26:00 — OpenAI vs Anthropic: If Ryan Could Only Own One, Which Would He Buy?
27:45 — Are Chinese Open-Source Models a National Security Threat—or Is Silicon Valley Overreacting?
30:15 — The $500M Fundraising Mistake Ryan Wishes He Never Made
35:00 — Why Flexport Abandoned San Francisco & Remote Work Damaged Flexport's Culture
41:00 — Why Marketing Is the Hardest Executive Hire in Startups
43:00 — Do Great CEOs Hate HR?
46:00 — Why Most Startup Founders Hire Executives Too Early
48:00 — What Ryan Learned Investing Alongside the Greatest YC Founders
55:00 — The Single Biggest Mistake Founders Make When Fundraising
1:09:00 — Does Founder Brand Actually Drive Enterprise Value?
1:11:00 — What Makes a Great Board Member—and Why Most Boards Add Negative Value
1:13:00 — The Sports Team Ryan Dreams of Buying Just to Troll His Biggest Competitor
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AGENDA:
00:00 — SpaceX Completes the Largest IPO in History 03:45 — Elon Musk Adds a Warren Buffett Fortune in 24 Hours 20:45 — Anthropic's Claude Fable Launches Monday, Gets Banned by Thursday 25:00 — Washington Declares War on Frontier AI 39:00 — Europe's Sovereign AI Push Accelerates as Mistral Targets $20B 43:30 — Benchmark Admits Its Biggest Miss: Passing on the Model Labs 45:15 — Salesforce Buys Fin for $3.6B and Rewrites the SaaS Survival Playbook 1:02:00 — Adobe Beats, Raises, and Still Crashes as AI Fears Intensify 1:06:30 — Why Every Legacy SaaS Company Is Trapped in an AI Death Spiral 1:10:00 — The AI Acquisition Window Has Officially Closed 1:13:00 — Nvidia at 16x Earnings vs SaaS at 8x Cash Flow: Where Should Investors Be? 1:17:00 — The Great Rotation: Why Wall Street Is Abandoning Software for AI Infrastructure -
Aravind Srinivas is the Founder and CEO of Perplexity, one of the fastest-growing AI companies in the world. Since the start of the year, Perplexity has tripled revenue to well over $500M in ARR. Aravind has raised over $1BN for the company with reported valuations reaching $20BN.
AGENDA:
05:40 – "Perplexity Changed Google More Than Any PM Ever Has"
10:15 – Why Search Is Not the Future of AI
13:05 – The Most Important Insight in AI: The Model Is NOT The Product
16:10 – Why AI Agents Will Become Bigger Than Google Search
22:00 – AI Will Design Chips, Discover Drugs & Cure Diseases
24:15 – The Secret to Building a 24/7 AI Agent
32:40 – Aravind's Wild Prediction: Micron Could Become More Valuable Than Meta
41:00 – Why Power Will Be The Biggest Bottleneck In AI For The Next Decade
45:00 – Have U.S. Export Controls Accidentally Made China Stronger?
49:00 – Why Dario Amodei's AI Doom Narrative Is Wrong
55:20 – Why Token Budgets are Total BS and Useless
58:00 – When Agent Traffic Surpasses Human Traffic, What Happens To The Internet?
01:08:00 – SpaceX, OpenAI & Anthropic IPOs: Is There Enough Capital For All Three?
01:14:00 – What Elon Musk Is Really Like Behind Closed Doors
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Matan Grinberg is the Founder and CEO @ Factory, an AI research lab, bringing autonomy to software engineering. Matan has raised over $220M for the company from the likes of Sequoia, Khosla, NEA, Evantic and 20VC. Last round valued the company at a whopping $1.5BN.
AGENDA:
00:00 – Why AI Means Everyone Will Become a Builder
04:55 – Will AI Finally Break the 200-Year GDP Growth Ceiling?
06:45 – The Rise of the 100x Engineer & Load-Bearing Talent
08:00 – The New Executive Job: Allocating Tokens Like Capital
10:35 – Kirkland's $500M AI Bet: Brilliant or Delusional?
12:45 – The AI Value War: Models vs Applications vs Infrastructure
18:45 – Token Maxing, AI Hangovers & The Coming ROI Reckoning
22:00 – Why AI Spend Could Soon Exceed Developer Salaries
24:00 – Open Source Can Already Replace 80–90% of Frontier Model Work
28:00 – What Makes a Great Engineer in the Age of Agents?
35:00 – Jobs That Will Disappear First Because of AI
40:00 – Why Matan Isn't Worried About AI Taking Jobs Long-Term
46:00 – From String Theory to Startup Founder: The Sequoia Origin Story
52:00 – The Meeting That Led to Sequoia's First Check
58:00 – Why America's Lack of Frontier Open Models Is Embarrassing
1:08:00 – What Matan Looks for in Every New Employee
1:12:00 – Why Elite Companies Will Treat Employees Like NBA Athletes
1:16:00 – The Most Important Prediction Matan Has Changed His Mind On
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AGENDA:
00:00 – SpaceX Launches the Largest IPO Roadshow in History at $1.77T Valuation05:00 – Did Elon Break the IPO Playbook? The High-Risk Pricing Strategy Explained
12:00 – Will SpaceX Create a New Generation of Venture Billionaires?
17:00 – OpenAI Files to Go Public as the AI IPO Race Officially Begins
19:00 – Sam Altman's Vision: Why AI Is Becoming Always-On Infrastructure
22:00 – Apple Admits Defeat on Siri and Turns to Google AI
25:00 – Uber Cuts 23% of HR as AI Reshapes White-Collar Work
31:00 – Founders Revolt Against VCs: The Fundraising Horror Stories Going Viral
38:00 – Lovable Hits $500M ARR: The Rise of the 100-Person Billion-Dollar Company
48:00 – Elon's Masterstroke: Why the Cursor Acquisition Could Be the Deal of the Year
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Roman Chernin is Co-Founder and Chief Business Officer of Nebius, one of the fastest-growing AI infrastructure companies in the world. Today, Nebius operates some of the largest AI compute clusters globally and serves leading AI labs, enterprises, and developers. Today, Nebius has a market cap of $57BN.
AGENDA:
00:00 — Why AI Infrastructure Is Not a Bubble
05:00 — The Real Impact of Open Source on OpenAI & Anthropic
11:00 — Jevons Paradox: Why Cheaper AI Creates More Demand
13:00 — The Four Layers of AI Infrastructure Explained
19:00 — If Nebius Had 10x More Capacity Tomorrow
26:00 — The Shift from Training to Inference and Agents
31:00 — How Token Factory Cuts AI Costs by 70%
44:00 — Sovereign AI, Europe, and the Future of Model Building
49:00 — Competing Against Hyperscalers with 10x More Capital
59:00 — The Biggest Threat to Nebius Isn't Competition—It's Consolidation
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Jacob Lauritzen serves as the CTO at Legora, the fastest growing B2B enterprise company in history; hitting $100 million in ARR in just 18 months . Legora boasts a valuation of $5.6BN and has raised a total of $866 million in funding. Legora's investors include the likes of Accel, Benchmark, and Bessemer Venture Partners, alongside strategic tech giants NVIDIA (NVentures) and Salesforce Ventures.
AGENDA:
05:01 - How to Hire the Best Product Talent in 2026
06:21 - The New Product Bottleneck: Shifting Beyond Code Creation
09:24 - System Design vs. Code Creation: The Future Role of the Engineer
14:04 - The Evolving Software Development Lifecycle & The Death of the Design Phase
22:23 - Will Product and Engineering Fully Converge?
29:16 - Scalability and UX: Designing for 10x vs. 100x Spikes
38:15 - Scaling the Organization: What Breaks with a 250 Person Product Team
47:05 - Quick-Fire Round: Hyper-Growth Tactics & Out-Working the Giants
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AGENDA:
00:00:00 — Private Markets Are "F***ing Done" & The Shift to Heavy CapEx
00:00:46 — Anthropic Files to Go Public
00:04:59 — Will the Anthropic IPO Break the Startup Ecosystem?
00:06:22 — The "Billion-Dollar Position" Era: VCs Reset Their Expectations
00:18:11 — The Trillion-Dollar Cash Grab: Google, SpaceX, and OpenAI Rush the Queue
00:23:15 — Is the SaaS Apocalypse Over? Bouncing Off the Bottom
00:25:34 — The Death of Human Per-Seat Licenses as Multiples Shift
00:27:18 — Winners vs. Losers: How Agentic Focused Products Captured the Market
00:30:26 — Cognition Raises $1 Billion at a $26 Billion Valuation
00:33:04 — Token Budgeting Panic Hits Corporate America
00:35:46 — Multi-Model Workflows and the Future of Cost Containment
00:41:20 — Choosing Tokens Over Humans: The 2027 Engineering Reality Check
00:46:42 — Can Large Companies Survive Slashing One-Third of Their Engineering Talent?
00:57:40 — Big Law Flex: Kirkland & Ellis Pledges $500 Million to Build In-House AI
01:01:21 — Giving Away the Crown Jewels: Will Firms Trust Claude?
01:08:44 — Robinhood's AI Move: Automating Financial Planning vs. Beating the Market
01:16:15 — Apollo Warns PE Software Returns Are About to Be Disastrous
01:19:15 — $10 Billion Carry Pools: Will VC Winners Quit the Game?
01:24:10 — The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?
01:30:10 — The Great Valley Contradiction: Working 24/7 to Automate White-Collar Work
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Brendan Foody is the Founder and CEO @ Mercor, one of the leading data providers to the largest labs on the planet including OpenAI. In the last two years, Brendan has scaled the company to $1.5BN in ARR and a valuation of $10BN.
AGENDA:
True or False:
Mercor lost Meta and OpenAI as a customer with the hack?
Mercor has been poaching competitor talent, paying them millions?
Mercor revenue is not real revenue and is only GMV?
12:56 Would Brendan sell Mercor for $30 billion?
14:23 Why everyone is wrong that AI will lead to labor displacement?
15:59 We will create many new jobs that do not exist with AI.
16:59 Why training agents will be a massive labor category that does not exist today
19:51 Will we see the data provider market unbundle and specialize into verticals?
22:24 Is the stated revenue really revenue or is it really GMV?
27:55 How a 1 million ARR company secured one of the best investors in the world with a helicopter ride
29:41 How Felicis secured the deal of the decade with a race track and a set of Ferraris
32:59 Which investment round felt like the highest price to grow into?
34:49 Why will value accrue to the infrastructure layer, not the application layer, in the next 12 months?
35:46 Why the model is the product and why application layer companies should be scared as a result
37:22 Why network effects will be the determinant of value creation
38:46 Why the forward-deployed motion, not the GTM motion, will determine true value creation.
41:59 Why token spend within organizations is going to continue to increase
43:54 Why agent evaluation to commoditize the model layer will be a massive business for enterprises?
51:13 Why we should have increased capital gains tax
01:01:31 How to compete with $20 million a year from Meta?
01:08:49 Will Mercor go public and when?
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Nico Laqua is the Co-Founder and CEO of Corgi Insurance, an AI-native insurance carrier built for startups. Corgi is the most intense workplace culture in America. The team works 7 days per week. The founder sleeps in the office. ⅔ of the first 30 team members have a Corgi tattoo. This week, Corgi raised $106M, valuing the company at a whopping $2.6BN.
AGENDA:
06:35 Why going to university was a massive waste of time
09:42 Why we work seven days a week
11:58 Why we do work trials and how that is a test of people's stamina
18:41 Why we created a cafe in the biggest annoyance with San Francisco
22:00 Why I am so bullish on London
23:49 Why I haven't sold a single secondary
24:19 Why people who found companies in New York prioritise dating over their company
30:46 Biggest lessons on cash comp and equity
31:13 Team members can be split into three separate groups
34:59 Biggest lesson from Brian Chesky on price
35:44 What is the right amount of time to be fundraising for?
36:47 Good companies get deals done and what makes the best venture investors?
40:34 Why AI makes sales and marketing more valuable
43:12 Why I don't like boards and I don't think they're effective
46:19 What I would like to see more of from venture funds
48:05 Who was Corgi's first believer?
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AGENDA:
05:16 Nvidia Blowout Quarter: $81BN Revenues and Stock… Flat!
10:39 Uber and Microsoft Declare Productivity Gains Questionable from AI
25:26 The Layoffs Continue: ClickUp and Cloudflare
34:39 OpenAI S1: Is it a Race? How Will it be Received?
38:28 Do Anthropic Rush Out Their IPO Also?
45:49 SpaceX S-1: "Why I Would Never Invest"
48:06 Why Colossus is a Stroke of Genius By Elon
51:31 Data Centers In Space is BS and Will Not Be Core to SpaceX
58:04 Polsia Raises $30M at $250M Price: Is this the Peak?
01:06:08 Exa Raises at $2.2BN to Build Search for Agents
01:14:34 Is Replacing Your CRM with Vibe Coding Always Ragebait
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Andrew Feldman is the co-founder and CEO of Cerebras Systems. This month, Cerebras went public achieving a market cap of $70BN, the largest semiconductor IPO in history. Cerebras has a massive commercial backlog with a monumental, multi-year $20 billion compute agreement from OpenAI.
AGENDA:
05:58 - Why we are not in an infrastructure bubble and it is just the start
08:00 - Sam Altman's superpower is his ability to forecast capex spend.
08:58 - Anthropic did not get a good deal with Elon. They got a deal that was available.
10:39 - What is going on with the price of memory and why is it a problem?
16:40 - Are Google best positioned to produce tokens and what challenges do they face?
19:23 - Is Coreweave dramatically undervalued or overvalued?
24:34 - My biggest advice to entrepreneurs scaling their business
30:13 - Why most of the layoffs are AI-washed and
33:41 - What will we spend on tokens for software engineers in five years?
34:48 - Why does the role of HR change so significantly in the world of AI?
35:36 - Why lawyers are the biggest inhibitor of enterprise AI adoption
39:20 - Why Jensen and Nvidia are wrong to sell chips to China
42:49 - What needs to change in the U.S. to build a strategic asset in chips?
51:00 - Should Cerebras invest in companies building on top of their platform; as Nvidia is?
53:28 - Nothing changed when Cerebras IPO'd but I did make 800 millionaires.
- Visa fler
