Episodios

  • Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
    Jul 5 2025

    • (00:03) - The Soham Parek Drama
    • (05:39) - Soham Parek Interview
    • (27:20) - Flo Crivello (Lindy)
    • (38:13) - Emily Sundberg (Feed Me)
    • (01:09:33) - Senate Passes Trump's Megabill
    • (01:13:46) - Zak Kukoff (Lewis-Bruke Associates)
    • (01:28:23) - Matthew Prince (Cloudflare)
    • (02:00:03) - Meta Poaches OpenAI Engineers
    • (02:39:51) - Will Brown (Prime Intellect)
    • (03:10:05) - Sam Altman Slams Meta

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    3 h y 13 m
  • Soham Parekh Exclusive Interview | Chris Miller, Aaron Ginn, Bridget Harris, Pryce A. Yebesi, Jacob Rintamaki, Auren Hoffman, Mehran Jalali, Kushal Byatnal, Avlok Kohli, Nico Christie, Flo Crivello
    Jul 3 2025
    (04:05) - Soham Parekh, an Indian software engineer, has been accused by multiple U.S. startup founders of simultaneously working at several companies without disclosure, leading to his termination from firms like Playground AI and Antimetal. In a recent conversation, Parekh admitted to his actions, attributing them to financial difficulties and expressing regret for his decisions. He emphasized his commitment to focusing solely on his new role at Darwin, an AI-driven video platform, and discussed his plans to rebuild trust within the tech community. (35:31) - Top Stories (42:21) - Nat Friedman Confirms His Start at Meta (01:05:12) - Chris Miller, an economic historian and author of "Chip War," discusses the historical and ongoing global competition in semiconductor technology, emphasizing its critical role in military and economic power. He highlights China's extensive investments to reduce reliance on imported chips, particularly from Taiwan, and examines the strategic implications of U.S. export controls and the challenges in enforcing these regulations. Miller also explores the complexities of China's semiconductor industry, noting the mix of market-driven competition and state intervention, and the difficulties in replicating advanced chip manufacturing capabilities due to the intricate and capital-intensive nature of the industry. (01:38:12) - Aaron Ginn is a writer and entrepreneur known for his work on technology and innovation. In his recent article, he argues that robots will democratize luxury by making services once exclusive to the wealthy accessible to the general public, thereby enhancing the quality of life for average Americans. He emphasizes that, like past technological advancements, robots will follow a pattern of starting as luxuries for the rich before becoming widespread, ultimately benefiting society as a whole. (02:00:45) - Bridget Harris, an Associate at Founders Fund with a background in early-stage crypto investments from her time at Pantera Capital, discusses the decentralized nature of the crypto industry and the significance of stablecoins as a key development within it. She highlights the challenges posed by stablecoins to traditional banking systems, emphasizing their potential to disrupt financial institutions by offering safer, one-to-one backed alternatives to conventional bank deposits. Additionally, Harris touches on the complexities of tokenizing equities, noting that while it serves as a regulatory workaround for delivering U.S. equities to international investors, it may be less compelling for domestic markets where traditional systems are already effective. (02:13:40) - Pryce Yebesi, co-founder and CEO of Open Ledger, introduces his company, which provides an embedded accounting API enabling vertical SaaS platforms to integrate comprehensive accounting suites without building a general ledger from scratch. He discusses the challenges businesses face with fragmented financial data and how Open Ledger's APIs and components simplify embedding full accounting functionalities into products, enhancing efficiency and user experience. Yebesi also highlights the role of artificial intelligence in automating bookkeeping tasks, reducing the need for human intervention, and positioning Open Ledger as a transformative solution in the embedded fintech space. (02:21:47) - Jacob Rintamaki, a Stanford student and early supporter of AI art, discusses his collaboration with artist Ophira on creating artwork using large language models like ChatGPT. They have launched a platform, beautiful.aiart.com, to sell AI-generated art, achieving initial sales and planning to expand by adding more artists. Additionally, they mention a forthcoming documentary by Grimes and filmmaker Matt Zien, focusing on AI artists and their interactions with AI models. (02:31:41) - Auren Hoffman, an American entrepreneur and investor, is the CEO of SafeGraph and co-founder of LiveRamp. In the conversation, he critiques venture capitalists for not adhering to the ambitious advice they give to startups, highlighting their reluctance to take their own firms public, merge with others, or maintain single leadership structures. He contrasts this with private equity firms, which he views as more ambitious and proactive in scaling their businesses. (02:40:25) - Mehran Jalali, a tech entrepreneur and AI startup founder, discusses his recent project using lidar technology to uncover ancient Mayan civilizations hidden beneath dense rainforests in Belize and Mexico. By flying planes equipped with powerful lidar scanners, his team has identified previously unseen pyramids, buildings, and extensive road networks, revealing structures unseen for over a millennium. Jalali emphasizes the importance of integrating technology into archaeology, aiming to expand these efforts to scan larger areas and explore other regions like the Amazon and coastal areas to uncover submerged cities. (02:50:47) - Kushal Byatnal, co-founder and ...
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    3 h y 42 m
  • Who Is Soham Parekh? Erebor News Leaks, Microsoft Scales Back AI Chip Plans and Cuts 9,000 Jobs, Sam Altman Slams Meta’s AI Talent Poaching | Deedy Das, Emily Sundberg, Mert Mumtaz, Zak Kukoff, John Kim, Amit Jain
    Jul 2 2025

    • (01:35) - Top Stories
    • (38:42) - Crypto Bank Erebor Rises from SVB Ashes
    • (46:12) - Microsoft Scales Back AI Chip Plans
    • (54:11) - Sam Altman Slams Meta
    • (57:40) - Deedy Das, a principal at Menlo Ventures, has a background in engineering and product leadership, including roles at Google and Facebook, and was a founding team member at Glean. In the conversation, he discusses his transition from engineering to venture capital, emphasizing the value of technical expertise in investing, and highlights his focus on early-stage investments in AI/ML, next-generation infrastructure, and enterprise software.
    • (01:28:56) - Emily Sundberg is a New York-based writer and director, best known for her daily business newsletter, *Feed Me*, which has garnered a dedicated readership of around 60,000 subscribers. In the conversation, she discusses her journey from launching *Feed Me* during the COVID-19 pandemic to its current success, emphasizing the importance of authentic storytelling and community building in the digital age. She also highlights the evolving media landscape, noting how independent creators are reshaping traditional journalism by fostering direct engagement with their audiences.
    • (02:01:28) - Mert Mumtaz, CEO of Helius Labs and a prominent advocate for Solana, discusses the emergence of tokenized private company shares on blockchain platforms, highlighting initiatives by Republic and Robinhood. He notes that Republic's offering involves mirrored assets with a $5,000 investment cap and a one-year lock-up period, while Robinhood plans to launch on Arbitrum before transitioning to its own optimized chain, emphasizing the importance of regulatory compliance and the potential for increased competition in the space. Mumtaz also addresses the challenges of integrating real-world assets on-chain, underscoring the need for clear regulatory frameworks and the ability to implement controls within decentralized finance to manage market risks effectively.
    • (02:18:19) - Zak Kukoff, Chair of the Tech and Venture Practice at Lewis-Burke Associates, has a background in venture capital and entrepreneurship, including founding and selling an education technology company. In the conversation, he discusses his Jaeger-LeCoultre Reverso watch, a gift from his family for his 30th birthday, highlighting its significance during a period when he and his wife were in different time zones. He also provides insights into recent political developments in Washington, D.C., focusing on the challenges faced by Congress due to a major storm that disrupted travel, affecting members' ability to vote on critical legislation.
    • (02:27:23) - John Kim, co-founder and CEO of Paraform, a recruiting platform, discusses the company's recent $20 million Series A funding led by Felicis, bringing their total funding to $25 million. He explains that Paraform connects companies with specialized recruiters to fill critical roles, emphasizing the increasing importance of recruiters in the evolving tech landscape. Kim also highlights the growing demand for forward-deployed engineers and the role of AI in enhancing, rather than replacing, human recruiters.
    • (02:43:19) - Amit Jain, co-founder and CEO of Luma AI, discusses the development of multimodal models that integrate audio, video, language, and images to advance beyond current large language models. He highlights Luma's video generation models, which are being utilized by Hollywood, advertising agencies, and individual creators, serving tens of millions of users. Jain also addresses the transformative impact of AI on industries like Hollywood and advertising, emphasizing the need for adaptation to rapidly evolving AI technologies.
    • (03:10:58) - Who Is Soham Parekh? Timeline in Turmoil!

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    3 h y 30 m
  • Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update
    Jun 28 2025

    • (00:03) - Tesla Robotaxi
    • (08:55) - The Social Network 2 In Development
    • (13:05) - Yacine (Former Software Engineer at X)
    • (41:47) - Iran Launches Attack on US Base in Qatar
    • (45:28) - Mike Gallagher (Palantir)
    • (01:16:24) - Hims & Hers Stock Crash
    • (01:26:55) - Crémieux (Writer)
    • (01:43:51) - Potential Shell-BP Deal Shakes Markets
    • (02:00:22) - FedEx Founder Dies at 80
    • (02:10:41) - Mr. Beast's AI Tool Drama
    • (02:17:26) - DJ Seo (Neuralink Co-founder)

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    2 h y 50 m
  • S&P 500 at Historic Highs, Neuralink Update | DJ Seo, Tejpaul Bhatia, Tomasz Tunguz, Kendrick Nguyen, Kirsten Green
    Jun 27 2025

    • (04:10) - S&P 500 at Historic Highs
    • (07:36) - Timeline
    • (14:10) - Paris Hilton Buys Mark Wahlberg's Mega Mansion After Losing Malibu Home
    • (17:15) - Mr. Beast Backs Down After AI Thumbnail Drama
    • (26:45) - DJ Seo, a founding member and implant engineer at Neuralink, discusses the company's progress in developing brain-computer interfaces, highlighting that their technology has already positively impacted seven human participants. He outlines the next milestones, including scaling the technology to thousands, eventually millions, of users and expanding functionalities beyond movement to speech, vision, and inner thoughts. Additionally, he emphasizes Neuralink's ultimate goal of understanding and unlocking the mysteries of the human mind.
    • (01:01:06) - Tejpaul Bhatia, CEO of Axiom Space, brings over 25 years of experience in startups and strategic leadership, including roles at Google and as a founder of three investor-backed startups. In the conversation, he discusses Axiom's plans to build the world's first commercial space station, the potential of orbital data centers, and the commercialization of microgravity research and manufacturing. He emphasizes the importance of reducing costs and increasing accessibility to space, drawing parallels to the evolution of cloud computing and its impact on startups.
    • (01:28:02) - Tomasz Tunguz, founder and general partner of Theory Ventures, discusses his firm's focus on concentrated investments in early-stage AI and blockchain companies, emphasizing a thesis-driven approach to identify technological discontinuities that provide go-to-market advantages. He highlights the importance of building a venture firm that thrives in varying capital market environments by maintaining a small portfolio and dedicating significant resources to support each company through market fluctuations. Additionally, Tunguz explores the evolving landscape of AI, noting the shift from structured to unstructured data and the potential for AI to transform industries by automating tasks and enhancing productivity.
    • (02:02:18) - Kendrick Nguyen, co-founder and CEO of Republic, a platform democratizing private investments, discusses the launch of a token providing performance benchmarked to SpaceX. This initiative aims to fractionalize assets, allowing everyday investors to gain exposure to companies like SpaceX without direct ownership. Nguyen emphasizes that this financial product is an obligation of Republic, ensuring investors receive comparable economic returns upon a liquidity event, while acknowledging potential controversies and the evolving legal framework surrounding such innovations.
    • (02:15:24) - Kirsten Green, founder and managing partner of Forerunner Ventures, discusses the rapid evolution of consumer AI, emphasizing the importance of building products that resonate with users amidst the swift advancements in technology. She highlights the necessity for startups to carve out unique spaces that large companies may overlook, focusing on specialized areas requiring dedicated attention and expertise. Green also underscores the significance of being first to market, noting that early movers can establish strong positions by leveraging new technologies to create compelling consumer experiences.
    • (02:42:35) - Timeline

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    2 h y 47 m
  • Meta Poaches OpenAI Researchers, Murati's Plans to Take on OpenAI, NATO Takeaways | Mike Gallagher, Pippa Lamb, Dan Shipper, Eliano Younes
    Jun 26 2025

    • (02:28) - The Social Network 2 Sneak Peak
    • (06:27) - Meta Poaches OpenAI Researchers
    • (29:28) - Murati's Plans to Take on OpenAI
    • (31:18) - Pippa Lamb is a partner at Sweet Capital, an early-stage tech fund established by the founders of King.com following their $5.9 billion sale to Activision Blizzard in 2015. In the conversation, she discusses the recent increase in European defense spending, highlighting the UK's commitment to allocate up to 5% of its GDP to defense by 2035, and the potential opportunities this presents for both established defense companies and emerging startups in the sector.
    • (01:00:34) - Timeline
    • (01:10:07) - Dan Shipper, co-founder of Every, a writer-focused media company, discusses the public launch of Quora, an AI-powered email assistant designed to streamline email management by filtering messages, drafting responses, and providing concise summaries. Priced at $15 per month, Quora aims to reduce the time users spend on email by automating routine tasks and prioritizing important communications. Shipper emphasizes the challenges incumbents face in integrating AI into existing platforms and highlights the advantages startups have in leveraging new technologies to innovate user experiences.
    • (01:23:45) - Eliano Younes, Palantir's Strategic Engagement Lead, discusses the successful relaunch of the company's merchandise store, emphasizing its commitment to American manufacturing and the overwhelming demand that led to rapid sellouts. He highlights the store's evolution, noting the shift to U.S.-made products and plans for unique, limited-edition items. Younes also mentions the significant traffic from international markets like South Korea and the store's role in strengthening the Palantir community.
    • (01:32:19) - Mike Gallagher, Head of Defense at Palantir Technologies, discusses his transition from military service and Congress to the private sector, emphasizing his commitment to national security and preventing global conflicts. He highlights Palantir's partnership with The Nuclear Company to develop an AI-driven Nuclear Operating System (NOS) aimed at streamlining nuclear reactor construction, reducing costs, and enhancing energy security. Gallagher underscores the strategic importance of this collaboration in maintaining U.S. leadership in nuclear technology amid global competition.
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    2 h y 9 m