The investor list most AI founders spend weeks assembling. You can have it in 30 seconds

200+ US AI Angel Investors. All Builders. All Searchable

Here Is How to Use It to Close Your Round

Fable 5 Is Free Until July 12  

The market where nobody finds each other, the hottest market for AI-related positions, tough for engineering leaders, and more. Based on details from 50+ hiring managers & job seekers

Tech jobs market in 2026, part 3: hiring managers & job seekers

Results from our second annual tech worker sentiment survey

How tech workers are feeling in 2026: a workforce splitting in two

Advanced sensors and robot refs make the games more accurate and fair. But better? No, not at all.

Automation Makes The World Cup Worse. But We Can’t Help Ourselves, Can We?

Most founders know their burn rate. Almost none know their danger week. This system tells you both, updates itself every week, and gets more accurate over time.

The Spreadsheet That Killed My Runway Anxiety

Another week, another pulse check on Tech.

The Great Descent📉, Are AI Employees More Expensive Than Humans?🤖, ElevenLabs: $2M Pre-Seed to $11B in 3 Years🎙️

Ozempic’s societal impact goes way beyond suppressing hunger pangs. It may fundamentally rearrange a large swathe of humanity’s relationship with desire, ambition, even violence.

Welcome to GLP-World

The perfect model for VCs, LPs and founders to understand fees, carry, and alignment.

Why Most VCs Misunderstand Their Own Fund Economics

Every week I’ll provide updates on the latest trends in cloud software companies.

Clouded Judgement 7.3.26 - The End of Compute Scarcity? Not So Fast

Conception, Synthetic Cell, Brain2Qwerty, Nuclear Updates, America's Next 250 + Extra Doses

Weekly Dose of Optimism #200

Ahead of the holiday weekend, here’s what’s happening and what to look out for.

The United States’ OpenAI Equity Stake, Meta The Neocloud, Karp’s Attack

Plus, the tawdry saga of the Sam Altman movie & Meta makes a cloud play

Tech Investors Will Be Sweating the Dog Days of Summer in More Ways Than One

SaaS just got demoted from the prize to the packaging and the value moved somewhere else entirely.

This Is the New SaaS Playbook 

An Essay with Scott Nolan, General Matter CEO and Founders Fund Partner

America's Next 250

Before Tesla shipped a car or SpaceX reached orbit, the plan was already on tape

Elon Musk's 2007 Interview Predicted the Next 18 Years

The film purists' pushback against AI is understandable but misplaced

Hollywood's AI Anxiety on Full Display as Google's A24 Investment Draws Fire 

A new Ramp study shows that the companies spending the most on AI are actually hiring more and not cutting the workforce.

Heavy AI Adoption Linked To More Hiring, Not Layoffs, New Data Shows

A peek into where software engineering is headed from inside the sector’s leading AI labs. Agents running in the cloud are a major trend, while coding harnesses are spreading beyond the craft

Impressions from visiting OpenAI, Anthropic, & Cursor

A framework for getting the most out of AI in your day-to-day-work

How top PMs increase their leverage with AI 

Everyone is panicking about copycats. The real change is what your openness now signals to the people watching you.

Building in Public Is Not What It Used To Be

The State of the AI Economy 📈, Ship Your First AI Agent in a Day🛠️, How to Steal a Customer Base🍴

Don’t get blindsided by dilution or debt. Here is the exact toolkit we use to pressure-test every transaction.

Accretion, Dilution, and the Cold Hard Truth of M&A Math

The security checklist with copy-paste prompts most builders only find after something breaks

Your AI App Has a Hole in It Right Now

Don't expect the spending to slow down anytime soon, and more lessons from a day with the leaders of today's biggest AI companies.

AI Budget Increases, Fable’s Potential, AI’s Cyber Frontier: Takeaways From Big Technology’s AI Summit

Watch the on-stage talks from our latest Cerebral Valley AI Summit

9 Videos From CVAI London: Cohere's Aidan Gomez, Index Ventures' Danny Rimer, Recursive's Josh Tobin & More

Beijing's plans for a state-scale AI push.

America Invents, China Applies

Understanding valuations and where headlines can be deceiving

"We Just Raised $20M at a $100M Valuation" | What Does "Valuation" Mean?

Clouded Judgement 6.26.26 - Time to Power

Stripe Intercept, Housing Act, Nuclear Loans, Brain Ultrasound, Soviet Papers + Science Breakthroughs + Extra Doses

Weekly Dose of Optimism #199

The honest framework for knowing when your idea is the problem and you are not.

Pivot or Die. The Market Is Trying to Tell You Something

Notes from talks with Cohere's Aidan Gomez, Alphabet's R. Martin Chavez, Recursive's Josh Tobin, Index's Danny Rimer, Sequoia's Luciana Lixandru & More

CVAI London: European Democracies on Alert, Bubble Worries, Anthropic Bullishness, Agents & Compute Shortages

Part I of our series studying the early lives of extraordinary entrepreneurs.

Saplings: Outsiders

Seminal names including Andrej Karpathy, Noam Shazeer, John Jumper & Barret Zoph have changed horses at a key juncture. Here’s what insiders say is happening.

Hot AI Summer: What the Latest Talent Moves Mean in the Great Foundation Model Race 

An overview of what’s changed in engineering during the last six months, how various tech companies are changing how they work, and why slowing down could be a sensible strategy

Slow down to speed up: so much has changed in 6 months’ time

A playbook for the biggest upheaval of work we’ll see in our lifetime

The new inner game: Your unfair advantage in the age of AI

How has public software companies performed since peak 2021? How have IPOs performed?

Software’s Top Winners and Losers

Appearing at the Big Technology AI Summit Thursday, OpenAI president Greg Brockman indicated that winning the compute race could be the key to winning more broadly.

Greg Brockman On OpenAI’s Plan To Win: Compute Rules All

Plus, Gavin Newsom takes a pro-tech stance on data centers & starts to emerge as a pragmatist

Cursor Investors Set for Epic Payout from Musk's Juggernaut. They Still Have to Stomach a Ride.

The second-order effects of Anthropic's war with Washington.

Generalist Intelligence: The Off Switch

Clouded Judgement 6.19.26 - Workflows are King

Midjourney Scanner, Laser Phase Plate, Valar Goes Critical, Anduril CCA, Reindustrialize + Extra Doses

Weekly Dose of Optimism #198

Also: a follow-up on Meta destroying its own engineering culture, the SpaceX IPO, SpaceX buys Cursor, Cursor’s GitHub competitor, and more.

The Pulse: Big implications of US banning Anthropic’s new model, Fable

Speakers from OpenAI, Alphabet, Gradium, Cohere & more will hit the stage in London on June 24

One Week Until the Cerebral Valley AI Summit in London! See the Speaker & Discussion Leader Lineup

Investors tout a 'rebel alliance' of open-source startups across the AI stack

Soaring Costs Prompt Fresh Interest in Open Source AI. Chinese Firms Are Way Ahead.

Databricks releases products to compete with ClickHouse, Splunk & Oracle

DATABRICKS CEO ALI GHODSI: A Costly AI Training Foray, Sidestepping the Model Wars & the Push to Kill Tokenmaxxing Bloat

Leadership at the social media giant has been on an AI-fueled rampage through its engineering org. We report what’s happened

Why is Meta destroying its engineering organization?

How Intercom went from a ~3x ARR multiple to a 36x ARR multiple

How Intercom (Fin) went from a ~3x ARR multiple to a 36x ARR multiple

From Unicorn to Zombiecorn to a $3.6B Acquisition

SpaceX is trading up on its first full day on the public markets. Here's what it has to do to maintain the momentum.

Elon Musk Sold Investors The Future. Now SpaceX Has To Build It.

Investors are throwing money at long term promises that may never materialize. But if some do, maybe that's enough.

SpaceX’s Valuation Is Crazy. Maybe That's A Feature?

When Glenn Fogel joined Priceline in 2000, the business was worth a few hundred million dollars. One week later, the Nasdaq peaked, eventually sending its stock down to a dollar a share. But over 25 years later, Booking Holdings has scaled over 1000x into an over $100 billion dollar global travel behemoth. Elad Gil is joined by Booking Holdings CEO Glenn Fogel to discuss his career, from law school and Wall Street to working at Priceline through the dot-com crash, and to helping grow the business into a multifaceted, dynamic travel marketplace in the AI era. Glenn explains how leveraging AI and agents such as Priceline’s ‘Penny’ makes travel planning and customer service better, while emphasizing the importance of preserving some human support for some users. He also talks about Booking’s strategy of reinvesting over $700 million into AI and other technologies while still offering stock buybacks and dividends, the durability of their scale and complexities of dealing with a large portfolio physical properties across the world, and why upskilling is so important for employees amid concerns about AI-driven job displacement.     
Sign up for new podcasts every week. Email feedback to show@no-priors.com
Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @bookingcom | @priceline
Chapters:
00:00 – Cold Open
00:05 – Glenn Fogel Introduction
00:41 – Glenn’s Early Career
06:49 – Lessons from the Early Internet
09:24 – Deciding Factors for Exiting
10:56 – Travel Through the Lens of AI
13:30 – Agentic Travel Planning 
18:59 – Agents, Token Economics, and ROI
22:46 – Booking’s Capital Investment Philosophy
25:23 – Scale as Durable Asset
29:40 – Purpose and Choosing Wisely
33:18 – AI’s Impact on Jobs
36:38 – Upskilling in the AI Era
38:36 – Public Perception of AI
40:24 – Conclusion

Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel

I don't think anyone expected Grok 4.5 to actually be good, much less outperform Opus 4.8 and rival GPT 5.5. But these are strange times and my April prediction is finally coming back full circle and xAI is making their comeback with a model that is neck and neck with GPT-5.5, beats Opus 4.8, and sits just below Fable 5, all at ~1/5 the price and far better token efficiency. It's the best of the previous generation and just that is insanely cool.

Thank you Firecrawl for sponsoring! Check them out at: https://soydev.link/firecrawl

Want to sponsor a video? Learn more here: https://soydev.link/sponsor-me

Check out my Twitch, Twitter, Discord more at https://t3.gg

S/O @Ph4seon3 for the awesome edit 🙏

#ai #programming #Spacexai #grok

Oh no (the new Grok model is good)

00:05:14 Coatue Bets Big on Blue Origin
00:10:12 Cheaper Vision Pro Dead
00:18:37 Getty x Shutterstock Deal Dies
00:25:50 Empty IBM Campus Goes Viral
00:33:25 𝕏 Timeline Reactions
00:37:17 OpenAI Launches GPT-Live
00:40:54 GPT-5.6 Goes Public This Week
00:45:49 Vincent Weisser, co-founder and CEO of Prime Intellect, announced the company's $130 million Series A funding at a $1 billion valuation, aimed at building an open superintelligence stack. He discussed how Prime Intellect provides a comprehensive platform for training, deploying, and continuously improving AI models, enabling enterprises to develop their own AI agents without relying on closed-source frontier models. Weisser highlighted the company's rapid growth, achieving an annualized revenue run rate of over $100 million, and emphasized the importance of decentralized AI development for broader accessibility and innovation.
01:06:04 Ben Thompson, founder of Stratechery, discusses Microsoft's Xbox strategy, highlighting the company's shift from traditional console sales to a subscription-based model with Xbox Game Pass. He critiques this approach, noting that while it aimed to attract a broader audience, it primarily cannibalized existing sales without significantly expanding the market. Thompson suggests that Microsoft's substantial investments in acquisitions and Game Pass have not yielded the expected growth, leading to internal challenges and strategic reevaluations.
01:34:01 Rodrigo Liang, co-founder and CEO of SambaNova Systems, announced the company's completion of a $1 billion Series F funding round at an $11 billion valuation. He emphasized the growing importance of fast AI inference in enterprise applications and highlighted partnerships with major firms like JPMorgan Chase for secure, on-premises AI solutions. Liang also discussed the company's focus on delivering high-performance, low-latency AI infrastructure that integrates seamlessly into existing data centers.
01:45:27 Alana Palmedo, Managing Partner at Paradigm, co-leads the firm's investment and research efforts, focusing on frontier technologies such as crypto, AI, and robotics. In the conversation, she discusses Paradigm's recent $1.2 billion fundraise aimed at investing in emerging technologies, the firm's expansion beyond its initial focus on crypto to include broader frontier themes, and the importance of supporting both early-stage founders and larger, later-stage companies.
01:54:47 Byron Boots, co-founder and CEO of Overland AI, discusses the company's development of autonomous ground vehicles for defense applications, highlighting their modular design capable of integrating various payloads, including remote weapon stations and drones. He emphasizes the advantages of wheeled vehicles over robotic dogs for military operations, citing their payload capacity and energy efficiency. Additionally, Boots shares that Overland AI secured a $20 million contract with the U.S. Marine Corps to produce autonomous ground vehicles supporting the Marine Air Defense Integrated System (MADIS).
02:01:51 𝕏 Timeline Reactions
02:05:41 Will Mayer, co-founder and high priest at Cold Holdings, began his career creating skateboard films for companies like Vans, which sparked his passion for brands and their cultural significance. He discusses his work with Polymarket, highlighting the rapid development of a viral campaign featuring Rick Rubin, and emphasizes the importance of doctrine, ritual, symbols, charismatic leadership, and identifying an enemy in building cult-like brand followings. Mayer also shares insights on the oversaturation of advertising content, the value of contrarian perspectives, and his approach to scaling creative ventures by incubating startups and accepting equity as compensation.
02:22:16 Tucker Brown, managing partner of Compound Creative Holdings, discusses his 15-year tenure at Creative Artists Agency (CAA), where he led significant transactions, including a $100 million investment in Dude Perfect. He highlights the evolution of creators into enterprise builders, emphasizing the need for appropriate capital structures and operational support to foster sustainable growth and lasting value in creator-led businesses.


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Ben Thompson Joins, 5.6 Sol Reactions, Coatue Bets Big on Blue Origin at $130B

Try out Traycer's free open source desktop app that lets all your coding agents work together in one workspace - https://traycer.ai/fireship

Anthropic just discovered a global workspace deep inside Claude's "brain." Are we cooked? Let's break it down.

#coding #programming

Want more Fireship?

🗞️ Newsletter: https://bytes.dev
🧠 Courses: https://fireship.dev

Claude is definitely not conscious…

In this special “ask me anything” episode of Pragmatic Engineer podcast, I am in the hot seat facing questions sent in by subscribers that are read out by guest Volodymyr Giginiak, CTO and cofounder of Wordsmith AI, a legal tech startup (note: I’m an investor).

I tackle your questions on the software industry, AI, hiring, engineering organizations, career growth, the business model of the Pragmatic Engineer, and more. We also discuss where software engineering is headed, and I offer advice on some specific situations. Thanks to everyone who sent questions!

—
Brought to you by:
• Antithesis – verify your system’s correctness without human review or traditional integration tests – and avoid bugs or outages https://antithesis.com/pragmatic
 
—
*The Pragmatic Engineer deepdives relevant for this episode:*
• State of the software engineering job market in 2026 https://newsletter.pragmaticengineer.com/p/state-of-the-job-market-2026 
• The impact of AI on software engineers in 2026: key trends https://newsletter.pragmaticengineer.com/p/the-impact-of-ai-on-software-engineers-2026
• How 10 tech companies choose the next generation of dev tools https://newsletter.pragmaticengineer.com/p/measuring-ai-dev-tools
• The reality of tech interviews https://newsletter.pragmaticengineer.com/p/the-reality-of-tech-interviews

—
*Where to find Gergely Orosz:*
• X: https://x.com/GergelyOrosz 
• LinkedIn: https://www.linkedin.com/in/gergelyorosz/ 
• Bluesky: https://bsky.app/profile/gergely.pragmaticengineer.com 
• Newsletter and blog: https://www.pragmaticengineer.com/  

*Where to find Volodymyr Giginiak:*
• LinkedIn: https://www.linkedin.com/in/giginiak 
• Newsletter: https://legalengineer.substack.com 

—
*In this episode, we cover:*
00:00 Intro
01:56 From Uber to writing
09:22 AI-native SDLC
14:00 AI and hiring
19:06 Engineers currently thriving
22:18 Junior roles
24:44 Meta’s war mode
27:54 AI at Big Tech vs. startups
36:46 Tech debt
41:36 Types of engineering managers
44:40 Measuring AI productivity
48:30 The value of CS degrees
50:53 AI at Pragmatic Engineer
56:09 Future-proofing your career
1:01:36 The EU job market
1:03:55 Making money as a creator
1:08:20 What’s next for The Pragmatic Engineer
1:09:27 Bunq and Pollen
1:13:38 Spotting trends
1:14:33 Book updates
1:15:20 Favorite books & tech products
1:17:13 What won’t change in engineering

—
See the transcript and other references from the episode at https://newsletter.pragmaticengineer.com/podcast

—
Production and marketing by https://penname.co/.

The Pragmatic Engineer AMA

Eddie Kim is the co-founder and Head of Technology at Gusto (W12), a payroll and HR platform serving over 500,000 small businesses in the U.S. that recently crossed $1 billion in annual revenue — with one in five new businesses started today becoming Gusto customers. 

Recently, Eddie built Gusto Cofounder, a new AI product that automates recurring business processes end-to-end, all triggered through SMS or Slack without the business owner ever logging in. In this episode of Founder Firesides, Eddie sat down with YC Managing Partner Harj Taggar to explain how he built the first working prototype which was then turned into a shippable product by a team of five people in ten weeks.

Apply to Y Combinator: https://www.ycombinator.com/apply
Work at a startup: https://www.ycombinator.com/jobs

Chapters:

00:00 — Intro
00:56 — AI as a glorified search engine
02:41 — Solving the blank canvas problem
03:53 — From hobby project to product idea
05:27 — Why texting AI works
07:06 — The missed flight that built a prototype
09:00 — What the first version actually did
10:47 — Leveraging what Gusto already knows
13:49 — Selling AI to small business owners
15:39 — Automating the work before the work
17:05 — From automator to true co-founder
19:48 — Early results & surprising use cases
21:31 — What's next on the roadmap
23:37 — Five people, ten weeks, no Jira
26:05 — Advice for teams at scale
28:53 — Discipline in an age of abundance
30:41 — Outro

Solving the Blank Canvas Problem: Gusto's AI Co-Founder

GLM 5.2 might be the best open-weight model ever released, but "running it yourself" means 400GB of VRAM, a $75,000 GPU box, and about $2,000 a year in electricity that you didn't account for when trying to build a "free" model for your personal work

Thank you General Translation for sponsoring! Check them out at: https://soydev.link/gt

Want to sponsor a video? Learn more here: https://soydev.link/sponsor-me

Check out my Twitch, Twitter, Discord more at https://t3.gg

S/O @Ph4seon3 for the awesome edit 🙏

#ai #coding #programming #localmodels

I need to rant about local models

00:08:50 China Export Controls
00:17:26 SK Hynix Sets to Raise $28B
00:20:28 Meta Unveils Muse Image
00:25:18 Jeremy Giffon Breaks Silence
00:27:19 𝕏 Timeline Reactions
00:33:12 Alex Hormozi is an entrepreneur, investor, and author best known for founding Acquisition.com, where he invests in and advises growing businesses. He is the author of *$100M Offers* and *$100M Leads*, and is widely known for sharing practical frameworks on entrepreneurship, marketing, sales, and scaling companies.
01:34:06 Josh Zoffer, an investor and head of research at CIV, formerly a White House National Economic Council and US Treasury adviser, discusses the strategic importance of data centers in the United States. He emphasizes that data centers are not merely collections of chips but also involve critical technologies like power electronics and industrial materials such as steel. Zoffer warns that if the U.S. hinders data center construction, it risks losing control over essential supply chains, potentially repeating past mistakes that led to reliance on foreign sources for critical materials.
01:46:29 John McElhone, founder of American Turbines, discusses his company's development of compact, 1-megawatt natural gas turbines designed for rapid deployment, capable of powering over a thousand homes and fitting in the back of a pickup truck. He emphasizes the advantage of utilizing the abundant and inexpensive natural gas supply in the United States, making this technology particularly suitable for the domestic market. McElhone also highlights the company's focus on scaling production through automation, aiming to revolutionize energy generation by simplifying turbine design and manufacturing processes.
01:52:09 Deena Shakir, a General Partner at Lux Capital, invests in transformative technologies across sectors such as women's health, digital health infrastructure, health equity, foodtech, and fintech. In the conversation, she discusses Lux Capital's recent investment in 1001, an AI company based in the Gulf Cooperation Council (GCC) region, highlighting the potential for applied AI in the Gulf and the opportunity for rapid, large-scale deployments. She also emphasizes the importance of homegrown companies in the GCC and the unique opportunity to build sovereign AI companies focused on the region.
01:59:15 Hussein Fazal, co-founder and CEO of Super.com, discusses the company's recent $65 million Series D funding led by TPG at a $1.2 billion valuation, and its evolution into a savings super app offering discounts on hotels, gas, insurance, and financial services tailored for everyday Americans. He highlights the integration of AI to expedite product development and the strategic partnership with NASCAR to enhance brand visibility among their target demographic.
02:11:38 John Nay, founder and CEO of Norm AI, discusses the company's recent $120 million funding round at a $1.2 billion valuation, highlighting their shift from selling AI tools to in-house legal teams to establishing Norm Law LLP, a law firm powered by AI agents. He emphasizes the value of vertical integration, with AI engineers and lawyers collaborating closely to reinvent legal workflows, and advises law students to focus on legal engineering by applying AI to legal reasoning. Nay also notes that while international expansion is considered, it requires deliberate planning to ensure the necessary legal expertise in each jurisdiction.


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Alex Hormozi in the Ultradome, China Export Controls, SK Hynix, Big Bank Comeback

Seema Amble, Steven Sinofsky, and Elena Burger unpack one of the biggest questions facing enterprise software: what happens when AI agents become the primary users of software instead of humans?

The conversation explores the rise of "headless" software, why APIs and agentic workflows are reshaping enterprise applications, and whether traditional SaaS products are becoming systems of record rather than systems of engagement. They discuss Salesforce's Headless 360 announcement, MCP, enterprise software architecture, and why AI may fundamentally change how businesses interact with their data.

Along the way, they examine what actually makes enterprise software sticky, why replacing systems like SAP and Salesforce is harder than it appears, and where startups have the greatest opportunity as AI reshapes the software stack.

Timestamps:
00:00 - Intro
01:00 - What "Headless Software" Actually Means
06:57 - Agents, APIs & the Definitional Hell We're In
10:00 - What Makes Enterprise Software Sticky
15:00 - The Death of Software? Why SAP Isn't Going Anywhere
22:00 - Vibe Coding Your Way Into Enterprise: Why It Fails
29:00 - Exception Handling Is the Entire Game
37:00 - Productivity Creates New Scenarios, Not Fewer Jobs
54:00 - Where the Biggest Startup Opportunities Are Now

Resources:
Follow Seema Amble on X: https://x.com/seema_amble
Follow Steven Sinofsky on X: https://x.com/stevesi
Follow Elena Burger on X: https://x.com/VirtualElena

Related Reading
Is Software Losing Its Head?
https://a16z.com/is-software-losing-its-head/

The Death of Software? Nah.
https://a16z.com/death-of-software-nah/

Stay Updated: 
If you enjoyed this episode, be sure to like, subscribe, and share with your friends! 

Find a16z on X: https://twitter.com/a16z 

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z 

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Follow our host: https://x.com/eriktorenberg 

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.

Software in the Age of Agents | The a16z Show

If you're on Mac or Windows, check out tuple today! And if you're on Linux, let's just say come back and check soon 🙂 Say thanks to our sponsor by checking out https://tuple.app/prime

Sources:

- https://x.com/ID_AA_Carmack/status/2064095424420487226?s=20
- https://bellard.org/
- https://en.wikipedia.org/wiki/Fabrice_Bellard
- https://www.ffmpeg.org/about.html
- https://codecs.multimedia.cx/2022/12/ffhistory-prologue/
- https://ffmpeg.org/pipermail/ffmpeg-cvslog/2014-November/083702.html
- https://www.qemu.org/
- https://amarisoft.com/

Chapters:
00:00:00 - Legendary Programmers
00:00:53 - Tuple #ad
00:02:22 - Life and Career of Fabrice Bellard
00:02:34 - LZEXE
00:03:51 - Calculating Pi
00:04:43 - FFmpeg
00:05:45 - Obfuscated C Code Contest
00:06:13 - QEMU
00:06:49 - Co-founder and CTO of Amarisoft
00:07:19 - Windows 2000 in the browser
00:08:04 - Endless list of projects
00:08:43 - Admiring Fabrice
00:09:56 - Who's the next programmer of the month?

https://twitch.tv/ThePrimeagen - I Stream on Twitch

Great News?  Want me to research and create video????: https://www.reddit.com/r/ThePrimeagen

Kinesis Advantage 360: https://bit.ly/Prime-Kinesis

You Owe Him

*Sam's guide to run your life like a $100M business:* https://clickhubspot.com/cr05

Episode 839: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk about everything Shaan learned from his NYC trip. 

—
Show Notes:
(0:00) Lesson: Proximity
(9:11) Lesson: What does it really mean?
(23:04) Lesson: Trust
(18:53) Lesson: City Brands
(33:39) Lesson: Marketing


—
Links:
• Ben Wilson’s GoFundMe - https://t.co/kJN7pArRIO 

—
Check Out Sam's Stuff:
• Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm


—
Check Out Shaan's Stuff:
• Shaan's weekly email - https://www.shaanpuri.com 
• Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents.
• Mercury - Shaan uses Mercury for banking across all of his companies. you can too: http://mercury.com/ 
Mercury is a fintech company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC


• I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out:
beehiiv.com/mfm-challenge

My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

I spent a week meeting NYC's elite. Here's 5 lessons they taught me.

00:08:33 XBOX Layoffs
00:25:48 "Manual" Ferrari
00:35:56 𝕏 Timeline Reactions
00:54:58 Circle K Lottery Dispute
01:10:06 Baiju Bhatt, co-founder of Robinhood and CEO of Cowboy Space Corporation, discusses the evolution of his company from Aetherflux to Cowboy Space, focusing on developing vertically integrated orbital data centers and launch vehicles to meet the growing demand for AI computing. He emphasizes the importance of designing rockets and data centers as a unified system to optimize performance and cost-effectiveness, aiming to harness solar energy in space to power these data centers. Bhatt also highlights the shift in the space industry towards commercial payloads, particularly for AI applications, and the need for companies to control their own launch capabilities to meet this demand efficiently.
01:35:52 Daniel English, co-founder and managing partner of Legacy Investing, transitioned from tech entrepreneurship to real estate investment, focusing on data centers, logistics, and life sciences facilities. In the conversation, he discusses the evolution of data centers, highlighting their increasing importance due to AI and cloud computing, and emphasizes the strategic conversion of underutilized urban office buildings into high-density data centers to meet growing infrastructure demands.
01:53:40 Michele Catasta, President and Head of AI at Replit, discusses the evolution from "vibe coding" to "vibe building," emphasizing the shift towards enabling users to create customized AI agents that autonomously accomplish tasks end-to-end. He highlights the importance of thinking in terms of goals rather than specific applications, allowing agents to determine the necessary steps and code to achieve desired outcomes. Catasta also predicts a future where agents replace traditional apps, streamlining workflows and reducing reliance on deterministic software.
02:04:42 𝕏 Timeline Reactions

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XBOX RIF, "Manual" Ferrari, SPV Hustle Debate, EV Truck Fraud

The Goldman Sachs exec who automated Wall Street on what AI agents actually do to jobs, companies, and the future of enterprise software.

Marty Chavez got his AI PhD in 1991 when there were exactly zero AI jobs. So he went to Goldman Sachs and spent decades building the machines that took over Wall Street. Now at Sixth Street and on Alphabet's board, he joins Eric Newcomer at the Cerebral Valley AI Summit in London to explain what actually happens when AI replaces human labor, why a trading firm went bankrupt in 40 minutes because of a bot, and what it really takes to sell software to a large institution.

Subscribe for weekly conversations with the founders, investors, and executives shaping the tech industry.

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If you want honest, insider analysis from the heart of tech and venture capital…you’re in the right place.

Chapters:
00:00 AI PhD, Zero Jobs
00:34 Goldman's AI History
02:35 Algos Are Just Agents
03:01 Bankrupt in 40 Minutes
03:42 Did AI Kill the Jobs?
04:40 Three Strategies to Survive AI
06:07 Build vs. Buy
09:28 Sixth Street and Alphabet's AI Bets
16:47 AlphaFold and Drug Discovery
21:35 How to Sell to Big Enterprises

#GoldmanSachs #ArtificialIntelligence #AI

Marty Chavez on Goldman Sachs, AI Agents & Why People Only Buy When They're in Pain

Accel Partners Arun Mathew, Miles Clements, & Matt Weigand join Sourcery to go deep into the lore of the quiet, yet legendary, Silicon Valley firm.

We go back through Accel's 40 years of history, starting with the 10% Facebook stake and the secondary they modeled at 5X, which under-shot the outcome by an order of magnitude, and how the firm now runs a global AI portfolio spanning chips, neoclouds, labs, and applications, with exposure across Cursor, Anthropic, and Nebius.

The three have invested together for 15 years, and they break down how a generalist team wins competitive deals against flashier names, why late-stage returns are starting to match early-stage top quartile, and how check sizes moved from a $480M first growth fund to single investments north of $500M and, at times, over $1B.

Topics include Matt's $150M Nebius PIPE, now up 13X, and its $26B Meta deal; the "agentic influence" thesis behind the Lovable investment; Supabase growing 350% on nearly all inbound at 9M developers; Cyera's path from Series A to the highest-valued private security company; token maxing; and three trillion dollar IPOs on the horizon.

We also get into the hot topics moving tech, AI, and investing right now: the agent economy and real enterprise adoption, the inference buildout and whether infrastructure is the rate limiter, AI optimization replacing SEO as the new distribution channel, the concentration of capital into a handful of late-stage rounds, security as an AI tailwind rather than a casualty after Mythos, the race toward $10 trillion companies, and what it means for retail when SpaceX, and others, finally hit the public markets.


Arun Mathew: https://x.com/ammathew
Miles Clements: https://x.com/mkclements
Matt Weigand: https://x.com/Mweigand13
Molly O’Shea: https://x.com/MollySOShea 
Sourcery: ⁠https://x.com/sourceryy 


𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊

Apple Podcasts: https://podcasts.apple.com/in/podcast/accel-the-quiet-firm-behind-facebook-cursor-nebius/id1738124704?i=1000775660742

Spotify: https://open.spotify.com/episode/1zHmCYZaeedOCG9i6zEqII?si=BsD-A1dmTIOnkIqurHaDXw


𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery 

• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery 

• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com  

• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery  

Follow Sourcery for the latest updates!
https://www.sourcery.vc

Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
 
 
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒

(00:00) Arun Mathew, Miles Clements, Matt Weigand, Partners at Accel
(00:49) Meet the Accel growth team
(01:48) The Facebook deal almost no one believed in
(06:19) The Thesis behind every Accel bet
(09:06) The silent strategy behind Accel's biggest wins
(09:51) The real reason Cursor picked Accel
(14:02) $200B into three companies in one quarter
(16:05) Early-stage vs. Late-stage returns
(17:18) Why trillion dollar companies are coming next
(20:13) The $26B Nebius deal, explained
(23:15) Building the AI infrastructure everyone will need
(26:22) The $150M bet that's up 13X today
(27:44) How agents are quietly rewriting enterprise software
(35:16) The three categories getting the biggest tailwinds
(36:35) From data security to AI security: the Cyera story
(39:48) How AI agents are creating infinite breach risk
(41:51) Is "token maxing" actually a real problem?
(44:22) Betting big on AI's exploding token economy
(47:53) Bracing for three Trillion Dollar IPOs
(51:05) What Accel is betting on next
(52:45) The unexpected place AI is already changing lives

Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel

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.

-----------------------------------------------

Timestamps:

00:00 Intro
00:57 Fear of Failure vs Thrill of Winning
05:34 Why Mike Left Lightspeed for USV
07:43 We're Past the AI Infrastructure Phase — Now It's About Applications
09:50 Is AI "Always On" the Future?
12:07 The Rebel Alliance: USV's Thesis on Open Weights & Human-Aligned Agents
15:07 What Happens If We Hit Recursive Self-Improvement?
16:17 The S-Curve Future: AI Plateaus & the Market Commoditises
18:28 Who Is Your Agent Actually Working For?
21:04 Engineering Teams Are Getting Smaller
25:18 80% of Enterprise Tasks Don't Need Frontier Models
26:00 China's Open Source Lead
26:39 Is There a $50B Company to Be Built in the Routing Layer?
29:49 USV's Long Bet on Energy Since 2021
32:37 "Don't Automate - Obliterate": How USV Picks What to Invest In
34:36 How Abridge Built a Healthcare Moat Over 8 Years
38:01 The Model Provider Threat to the Application Layer
40:17 Why Being First & Moving Fast Is the AI Product Playbook
43:35 Series A Valuations Are Now $80–150M Post
51:06 Biggest Investing Lesson: Never Project Your Own Ideas on Founders
52:30 Founder, Market, Product
54:45 Suno: Thesis-Driven Bet vs Granola
57:37 Suno at $5B
01:00:15 Is Traditional Media Dead?
01:02:23 Quick Fire Round

----------------------------------------------------------------------------------------------

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-----------------------------------------------

#20vc #harrystebbings #ai #mikemignano #usv #startups #applayer #openai #anthropic #tokenmaxxing

Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV

Saying Fable has one-shot me would be a criminal understatemen; it's incredible, and honestly it might be better than I remembered. But if you use it like it's just a smarter Opus, you'll miss the whole point. So here's how I actually work with Fable 5. Showing you how I cut a 5.5-hour agent run from thousands of dollars down to ~$150 by having it orchestrate cheaper models like Codex and GPT-5.5, why you should never push the reasoning slider past high, the CLAUDE.md and skills changes that changed my workflow, and how I got a month of backlog shipped in 3 days!

Thank you Clerk & Infinite Red for sponsoring!
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SOURCES:
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S/O @Ph4seon3 for the awesome edit 🙏

#ai #programming #coding

A proper guide to Fable 5

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.

-----------------------------------------------

Timestamps:

0:00 Intro
1:37 Why Clay finally said yes to building Sierra with Bret
5:53 Why Sierra chose not to train their own foundation models
7:15 The case for unbounded demand for frontier intelligence
10:41 Why token costs are rising, not falling
14:35 Open models: the US vs China gap
18:36 Inside Pinecone, Sierra's internal AI agent
26:00 Staying close to customers as an enterprise AI company
33:22 Forward deployed teams: kickoff to live in 6 weeks
43:02 Sierra's core values: craftsmanship, intensity, family
55:41 Advice for young people entering the AI job market
1:02:35 Quickfire: Sundar, books, and parenting lessons

----------------------------------------------------------------------------------------------

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#20vc #harrystebbings #founder #ai

Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need

Fable lied

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SOURCES:
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https://x.com/theo/status/2072481845363822914

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You were lied to about Fable

(0:00) Bestie intros: Happy Fourth of July!
(0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout"
(33:52) Update on the AI jobs debate
(50:24) Anthropic's Fable 5 available after export restrictions lifted
(59:06) SCOTUS upholds birthright citizenship, striking Trump's EO
(1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union

Apply for Summit 2026:
https://allin.com/events
Follow the besties: 
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg

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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg

Intro Video Credit:
https://x.com/TheZachEffect

Referenced in the show:
https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models
https://x.com/PalantirTech/status/2072326189079757277
https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f
https://www.google.com/finance/quote/FIG:NYSE
https://x.com/DavidSacks/status/2072673187666813226
https://x.com/chamath/status/2072665199786561713
https://x.com/quxiaoyin/status/2072428278976074115
https://x.com/chamath/status/2072390507628540213
https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us
https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary
https://x.com/GavinNewsom/status/2070496029280276571
https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed
https://x.com/JeanneIves/status/2072165726526308719
https://polymarket.com/event/democratic-presidential-nominee-2028

#allin #tech #news

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie

Having trouble finding the right developer for your team? Get a 7-day free trial + $1,500 off with The Prime’s discount:  https://trm.sh/g2i

Sources:
- https://www.forbes.com/sites/tylerroush/2026/07/01/palantir-billionaire-alex-karp-calls-ai-industry-effing-insane-in-heated-interview/
- https://x.com/PalantirTech/status/2072114267776491695 
- https://x.com/DavidSacks/status/2072673187666813226 
- https://www.theinformation.com/articles/anthropic-blindsides-business-partners 


https://twitch.tv/ThePrimeagen - I Stream on Twitch

Great News?  Want me to research and create video????: https://www.reddit.com/r/ThePrimeagen

#theprimeagen #programming #computerscience #ai #chatgippty #terminaldotshop

The World's Evilest Company

Ben Horowitz is joined by Anne Neuberger, Raghu Raghuram, and Jen Kha to discuss a16z's expanding international strategy and the growing role technology plays in economic growth, national security, and global partnerships.

The conversation explores why America's technology leadership matters beyond Silicon Valley, how AI is reshaping relationships between governments and the private sector, and why countries around the world are looking to adopt frontier technologies while building stronger innovation ecosystems of their own.

They discuss AI infrastructure, cybersecurity, defense technology, startup expansion, and what it takes to build enduring technology ecosystems. Along the way, they examine the role of trusted partnerships, the importance of Western technology, and why helping founders expand globally has become an increasingly important part of company building.

Timestamps:
00:00 - Intro
01:01 - Why a16z Is Going Global
05:06 - Tech as the Arena of National Power
09:36 - Products Travel Faster Than Companies Can
14:01 - American Values in the Models the World Runs On
18:52 - Prioritizing Geos: Japan, Saudi, Mexico & the Indo-Pacific
24:41 - How a16z's International Strategy Differs from Other VCs
29:31 - AI, Cybersecurity & the Dual-Use Dilemma
37:00 - What It Actually Takes to Build a Silicon Valley

Resources:
Read more about a16z’s global mission: https://a16z.com/a16zs-global-mission/
Follow Ben on X: https://x.com/bhorowitz
Follow Anne on X: https://x.com/AnneNeuberger
Follow Raghu on X: https://x.com/RaghuRaghuram
Follow Jen Kha on X: https://x.com/jkhamehl

Stay Updated:

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Follow our host: https://x.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.

Ben Horowitz on the Global Race for Tech, Power, and Influence

I moved almost all my dev work off my $10K MacBook onto a fleet of networked Linux boxes and it has fundamentally changed how I run agents.

Thank you Railway for sponsoring! Check them out at: https://soydev.link/railway

Here’s the KVM i show off btw https://amzn.to/3SGYQ0A

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S/O @Ph4seon3 for the awesome edit 🙏

#programming #coding #linux

Why I’m moving to Linux (for real)

00:05:07 Fable Unbanned
00:07:32 OpenAI/U.S. Stake
00:15:38 Jersey Mike's IPO
00:18:46 End of Paper-Based Retirement
00:24:02 SpaceX Phone
00:33:46 𝕏 Timeline Reactions
00:39:52 Andrew Collins, CEO of Flexjet, discusses his journey from joining the company in 2012 through an acquisition to leading its global expansion, including the significant impact of COVID-19 on private aviation demand. He highlights Flexjet's strategic growth, such as the acquisition of Halo Aviation in London and Associated Aircraft Group in New York to form a global helicopter division, and the introduction of large-cabin aircraft like the Gulfstream G700 to meet increasing transatlantic flight demand. Collins also emphasizes the company's focus on enhancing customer experiences through partnerships, including becoming the official private aviation partner of Formula 1, and investing in future aviation technologies like electric vertical take-off and landing (eVTOL) vehicles.
00:56:14 Vipul Ved Prakash, co-founder and CEO of Together AI, discusses the rapid growth of open-source AI models, highlighting their increasing competitiveness with closed-source alternatives and their ability to handle complex enterprise tasks. He emphasizes the cost-effectiveness and scalability of open models, noting a significant shift as companies adopt them to optimize expenses and maintain control over sensitive data. Prakash also addresses the evolving regulatory landscape, advocating for transparent evaluation of AI models to balance innovation with safety concerns.
01:07:21 Isaiah Taylor, founder and CEO of Valar Atomics, discusses the company's recent milestone of generating electricity for the first time with their Ward 250 reactor, marking them as the first nuclear startup to achieve this feat. He highlights the advantages of nuclear power over natural gas, emphasizing its scalability and reduced climate impact, particularly in meeting the growing energy demands of the AI industry. Taylor also underscores the importance of proactive community engagement, noting that Valar Atomics involves local leaders early in the process to address potential concerns and foster support for their projects.
01:16:17 Dean Ball, a former Senior Policy Advisor for Artificial Intelligence and Emerging Technology at the White House Office of Science and Technology Policy, recently joined OpenAI as Head of Strategic Futures. In his conversation, he discusses the rapid evolution of AI policy, noting that the current pace of policy development may be outstripping technological advancements. He also highlights the personal dynamics influencing AI policy debates and expresses concerns about potential government overreach in AI governance, emphasizing the need for balanced approaches to ensure both innovation and safety.
01:49:46 Rob Toews, a venture capitalist and AI columnist, discusses his firm's recent $100 million investment in 12 Labs, a company specializing in video intelligence and understanding. He also shares his process for making annual AI predictions, highlighting five forecasts for 2030, including Anthropic's emergence as a major life sciences company, the disruption of semiconductor monopolies, the advent of telepathic communication, significant reductions in AI energy consumption, and societal debates over AI rights. Throughout the conversation, Toews emphasizes the rapid advancements in AI and their profound implications for various industries and societal norms.
02:09:55 Tuhin Srivastava, co-founder and CEO of Baseten, an AI inference infrastructure company, discusses the company's recent $1.5 billion Series F funding round, which values Baseten at up to $13 billion. He highlights the growing demand for AI inference solutions across various sectors and emphasizes the importance of open-source models and customized AI solutions for businesses to maintain control over their data and intelligence. Srivastava also addresses concerns about open-source AI, advocating for the development of open-source control to ensure companies can own their intelligence and data.
02:20:44 𝕏 Timeline Reactions

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Fable Unbanned, Lab Nationalization, End of Paper-Based Retirement, SpaceX Phone

While the rest of the nuclear industry still relies on simulations and paper designs, Valar Atomics is busy splitting atoms. In fact, they just powered an NVIDIA Blackwell chip directly with a live nuclear reactor in order to power the world’s first nuclear powered website. Sarah Guo joins Valar Atomics founder and CEO Isaiah Taylor on-site at their Utah nuclear facility to talk about how Valar is shifting nuclear energy from the theoretical to the practical by building and perfecting reactors via hardware iteration. Isaiah discusses why the US stopped building nuclear reactors in the 1970s, and how Valar utilized a little-known pathway via the Department of Energy, revived by a Trump administration executive order, to successfully develop and run their advanced reactor. He also shares Valar’s strategy for vertical integration, their venture-backed approach to financing, their giga-site plans, and why he believes cheap, abundant atomic energy has the power to vastly improve the quality of human life.
Sign up for new podcasts every week. Email feedback to show@no-priors.com
Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @isaiah_p_taylor | @valaratomics

Chapters:
00:00 – Cold Open
00:57 – Isaiah Taylor Introduction
01:30 - Valar’s Mission and Origin
04:24 - Why Nuclear Development Stalled
07:18 - Reviving Nuclear through DoE and Executive Order
10:59 - Control Room Tour
16:17 - Misunderstandings About Nuclear
20:07 - Issues with Reliability
22:14 - Nuclear is a Hardware Execution Problem
24:32 - Timeline to Scale Production
26:32 - Introducing Ward 250
30:42 - Speed Through Simplicity
33:33 - AI Drives Nuclear Demand
35:02 - Running a Reactor with NVIDIA Blackwell
36:27 - Valar’s Nuclear Conviction
40:16 - Verticalization as Path to Scale
43:58 - Valar’s Control Skid
48:00 - Venture-Backed Nuclear
50:51 - Gigasite Strategy
53:11 - CEO Tick Rate
55:37 - Abundant Energy and Hyper-Techno Industrialism
1:01:27 – Conclusion

How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor

*Get Sam and Shaan's hard-won CEO lessons in one guide:* https://clickhubspot.com/wqe5

Episode 838: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Aaron Levie ( https://x.com/levie ) talk about building Box, getting rich slowly, why AI might make us work harder.
—
Show Notes:
(0:00) Story of Box
(06:30) Enterprise Over Consumer
(10:00) Turning Down Huge Acquisition Offers
(17:05) Angel Investing, Missed Bets, and Investing in Your P&L
(23:00) Aaron’s Contrarian AI Takes: More Jobs, More Work
(30:00) Founder Anxiety, Therapy, and Surviving the CEO Grind
(38:45) The Business Strategy Books Aaron Swears By
(48:00) AI Tools, Software Stocks, and Why SaaS Isn’t Dead


—
Links:
• Box - https://www.box.com/ 

—
Check Out Sam's Stuff:
• Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm


—
Check Out Shaan's Stuff:
• Shaan's weekly email - https://www.shaanpuri.com 
• Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents.
• Mercury - Shaan uses Mercury for banking across all of his companies. you can too: http://mercury.com/ 
Mercury is a fintech company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC


• I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out:
beehiiv.com/mfm-challenge

My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

A $3.6B founder's honest take on the software market right now

Figma Co-Founder and CEO Dylan Field joins Sourcery behind-the-scenes at Day 0 of Config 2026, aka the “Coachella for design,” just before 10,000 attendees arrived.

The headline going around is that “design is dead” and AI has turned it into a commodity. Field's argument is that the market has this backwards. Anyone can prompt a model into the average, and in a world flooded with templated software the average does not stand out, so taste and a real point of view are what separate the products people actually use from everything else.

He also points to a shift in who is on the platform. Engineers now come to Figma to take what they built fast with AI and make it beautiful, and designers are giving the kind of feedback that used to come from developers. Design, in his telling, is expanding, not shrinking.

From there we get into vibe mathing and LLM psychosis, why judgment and empathy do not scale with raw IQ the way math does, why he thinks we are still stuck in a prompting age five years after GPT-3, his three losing rounds on Founders Fund's Mafia game, what the Thiel Fellowship actually gave a 20 year old founder, why he is bullish on SpaceX, and whether Elon Musk is right that a truly special product needs no logo.


Dylan Field: https://x.com/zoink 
Molly O’Shea: https://x.com/MollySOShea 
Sourcery: ⁠https://x.com/sourceryy 


𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒

Apple Podcasts: https://podcasts.apple.com/in/podcast/dylan-field-on-the-permanent-underclass-of-zero-taste/id1738124704?i=1000775154471

Spotify: https://open.spotify.com/episode/2CDHtjeKwyEyJcTQQErRxh?si=nOuJ85V0QdCDmwLApun0-w


𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery 

• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery 

• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com  

• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery 

Follow Sourcery for the latest updates!
https://www.sourcery.vc

Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.


𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒

(00:00) Dylan Field, Co-Founder & CEO at Figma
(00:57) Day Zero begins: backstage at Config
(01:44) The "Coachella for Design" is real
(02:35) Why Dylan started Config back in 2020
(03:47) Why "design is dead" is completely wrong
(06:11) How Figma turned engineers into designers
(06:54) Inside Config before the crowd arrives
(07:55) The Config speakers Dylan can't wait to watch
(11:34) Inside the exclusive Pantone Lounge
(12:00) The one question every designer gets asked
(13:16) Getting killed in every single game of Mafia
(15:33) How to escape the permanent underclass of zero taste
(19:51) Why execution is cheap but taste is everything
(22:25) What actually builds a trusted brand
(25:51) How AI agents are rewiring company structure
(28:54) The AI safety debate happening right now
(31:57) Why deep curiosity is Dylan's secret weapon
(34:53) The real lesson from being a Thiel fellow
(36:52) Rapid fire: Elad Gil's wildest question
(38:04) What people are missing about AI and enterprise software
(40:16) Where Figma's platform goes next
(41:21) Why Dylan is bullish on SpaceX
(42:43) Elon Musk's logo theory
(43:26) The mentors who shaped Dylan Field
(45:20) Alan Kay, VR, and the future of human-computer interaction

Dylan Field on the “Permanent Underclass of Zero Taste”

00:06:01 Meta Sells Compute?
00:32:52 𝕏 Timeline Reactions
00:36:49 Mark Pincus, an American internet entrepreneur, is best known as the founder of Zynga, the pioneering social mobile gaming company behind hits like FarmVille and Words with Friends. In his recent conversation, Pincus discusses his new book, *Life at the Speed of Play*, which offers a hands-on guide to transforming ideas into products that resonate with users. He emphasizes the importance of rapid testing and learning in the AI era, sharing insights from his experiences to help entrepreneurs increase their chances of success.
01:13:17 Shubh Sinha, co-founder and CEO of Integral, discusses the company's recent $18 million Series A funding and its mission to sanitize proprietary real-world datasets—such as medical records and financial transactions—so AI developers can access valuable data while ensuring privacy and compliance.
01:19:15 Wayne Ting, CEO of Lime, reflects on the company's journey to its IPO, emphasizing the challenges faced in the micromobility industry and Lime's success in building a scalable, sustainable, and profitable business. He highlights the importance of operational efficiency, noting that even small mistakes can significantly impact the business, and stresses the need for a clear focus on critical areas like hardware, software, operations, and government relations.
01:31:40 Jeffery Liu is the co-founder and co-CEO of Assort Health, a San Francisco-based company specializing in AI-driven solutions for healthcare providers. In the conversation, Liu discusses how Assort Health's agentic platform enhances the entire patient journey by automating tasks such as call center operations, document processing, patient intake, care gap activation, and payment collection.
01:38:55 Eliot Pence, co-founder of Dominion Dynamics, discusses the company's recent $100 million funding round aimed at building a Canadian defense technology firm focused on autonomous systems and Arctic domain awareness. He highlights Canada's rich defense tech history and the current opportunity to establish a major defense brand, emphasizing the importance of developing solutions for the Arctic's harsh environment to create significant competitive advantages.
01:45:41 Luca Ferrari, co-founder and CEO of Bending Spoons, an Italian digital business holding company, has led the firm to a successful $1.7 billion IPO, listing on the Nasdaq under the ticker "BSP" with an $18.4 billion valuation. In a recent conversation, he discussed the company's broad acquisition strategy, emphasizing the importance of predictability and long-term improvement in potential targets, rather than focusing solely on industry or synergy alignment. Ferrari also highlighted the time-intensive nature of their transformative integration process and reflected on their journey from an initial $10,000 acquisition to their current position, underscoring that, despite their achievements, the company's journey is just beginning.
02:08:14 Nick Grossman, a partner at Union Square Ventures, discusses the firm's investment approach, emphasizing their focus on expansive technological waves that open new opportunities, such as the Web 2.0 era and the rise of agentic AI. He introduces the "Rebel Alliance" thesis, highlighting the vast ecosystem emerging around powerful AI models and the potential for generational companies to be built across various components of the agentic stack. Grossman also addresses the challenges and opportunities of thesis-driven investing, noting the importance of timing, team selection, and the balance between capital intensity and strategic positioning in the evolving AI landscape.
02:27:23 Julian Hoenig, co-founder and chief design officer of Amble, discusses the inception of the Amble One, a street-legal electric buggy designed for short-range mobility in resorts and urban areas. The idea originated from a conversation with his friend José António Uva, who sought an aesthetically pleasing mobility solution for his resort in Portugal. Recognizing a broader market need, Hoenig and his team developed the Amble One, emphasizing design, comfort, and performance, with plans to begin deliveries to hospitality clients in 2027 and expand to consumer markets by 2028. 


TBPN is made possible by:
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Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Codex - http://openAI.com/codex

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https://www.youtube.com/@TBPNLive

MetaCloud, Bending Spoons IPO with Founder Luca Ferrari, Fabel Freed, TML Cooking

Few have made as big an impact on software engineering as this week’s guest on the Pragmatic Engineer podcast, Kent Beck. He created Extreme Programming, pioneered test-driven development (TDD), co-created JUnit, and is one of the authors of the famous ‘Agile Manifesto’. But these days, he's re-examining many ideas for the age of AI, and says we’re failing to accumulate trust during this new era at the same high rate as new code is being accumulated.

In this episode of the Pragmatic Engineer podcast, Kent and I dig into his journey from discovering Smalltalk in the early days of personal computing, to helping define modern software engineering practices. We explore the origins of TDD, design patterns, Extreme Programming, and Agile – along with some lessons learned at Apple and Facebook.

Kent explains why he believes software engineering is about far more than writing code, why no one yet knows exactly how engineers should work alongside AI agents, and how his "explore, expand, extract" framework can help engineers navigate major technology shifts.

—
Brought to you by:
• Antithesis – verify your system’s correctness without human review or traditional integration tests – and avoid bugs or outages https://antithesis.com/pragmatic
• turbopuffer – a vector and full-text search engine built on object storage. It’s fast, cheap, and extremely scalable https://turbopuffer.com/pragmatic
• WorkOS – everything you need to make your app enterprise ready https://workos.com/
 
—
*The Pragmatic Engineer deepdives relevant for this episode:*
• Measuring developer productivity? A response to McKinsey – co-written with Kent Beck https://newsletter.pragmaticengineer.com/p/measuring-developer-productivity
• TDD, AI agents and coding with Kent Beck https://newsletter.pragmaticengineer.com/p/tdd-ai-agents-and-coding-with-kent
• Paying down tech debt https://newsletter.pragmaticengineer.com/p/paying-down-tech-debt
• The past and future of modern backend practices https://newsletter.pragmaticengineer.com/p/the-past-and-future-of-backend-practices

—
*Where to find Kent Beck:*
• X: https://x.com/kentbeck
• LinkedIn: https://www.linkedin.com/in/kentbeck
• Website: https://kentbeck.com
• GitHub: https://github.com/kentbeck 
•  Newsletter: https://tidyfirst.substack.com

—
*In this episode, we cover:*
00:00 Intro
03:47 Human engineers aren’t going away
08:00 Kent's path into tech
13:50 Undergraduate and graduate studies
17:21 Kent’s first programming job
18:54 The rise and fall of Smalltalk
27:04 Working with Ward Cunningham
37:36 Design patterns
44:05 Working at Apple
51:08 CRC Cards
59:29 Testing tools in the language
1:04:22 The C3 project with Martin Fowler
1:09:54 Extreme Programming
1:16:25 Developing TDD
1:25:07 Writing the Agile Manifesto
1:30:00 Agile’s impact
1:32:40 Agile’s downside
1:37:32 The Dotcom Bust
1:44:30 Lessons from working at Facebook
1:59:44 Kent’s ‘Good to Great’ program at Facebook
2:06:07 Soft skills engineers need to learn
2:09:30 AI and the challenges of acceleration
2:15:53 Explore, expand, extract
2:22:33 What Kent is excited about

—
See the transcript and other references from the episode at https://newsletter.pragmaticengineer.com/podcast

—
Production and marketing by https://penname.co/.

How Kent Beck shapes the software engineering industry

Try CodeRabbit Review free and turn your next big PR into a guided walkthrough - https://coderabbit.link/fireship

The internet might seem like it's always been around but the path to today's bombardment of cookies, pup-ups and brain rot has been long and hard. This is the history of the internet in 8 minutes...

#coding #programming #internet #tech 

Want more Fireship?

🗞️ Newsletter: https://bytes.dev
🧠 Courses: https://fireship.dev

The weird history of the internet...

Infinite Red builds serious mobile apps for companies that need strong engineering, thoughtful architecture, and code that can actually scale. Learn more: https://trm.sh/infinite-red

Sources:

- https://x.com/MichaelArnaldi/status/2071143125880320035

https://twitch.tv/ThePrimeagen - I Stream on Twitch

https://twitter.com/terminaldotshop - Want to order coffee over SSH?
ssh terminal.shop

Become Backend Dev: https://boot.dev/prime
(plus i make courses for them)

This is also the best way to support me is to support yourself becoming a better backend engineer.

Great News?  Want me to research and create video????: https://www.reddit.com/r/ThePrimeagen

#theprimeagen #programming #computerscience #ai #chatgippty #terminaldotshop

He’s always wrong

Sonnet 5 brings Fable-style agent orchestration to a cheaper tier, but after testing it, I’m not convinced it should replace Opus or GPT-5.5 yet.

Thank you Devin for sponsoring! Check them out at: https://soydev.link/devin

Want to sponsor a video? Learn more here: https://soydev.link/sponsor-me

Check out my Twitch, Twitter, Discord more at https://t3.gg

S/O @Ph4seon3 for the awesome edit 🙏

#ai #coding #programming

FABLE IS BACK! (And Sonnet 5 is here too)

00:06:37 Rocket Lab Enters SpaceX Arena
00:15:07 Comcast Splits in Two
00:16:51 𝕏 Timeline Reactions
00:25:50 America's Tech Wishlist
00:48:37 Zach Laberge, founder and CEO of Omen AI, discusses his company's development of real-time fluid monitoring systems for mission-critical machines, particularly in data centers. He explains how their sensors detect contaminants and bio-growth in liquid cooling systems, preventing costly downtime by enabling proactive maintenance. Laberge also highlights Omen AI's recent $31 million Series A funding, which will support team expansion and manufacturing growth.
00:56:58 𝕏 Timeline Reactions
01:02:50 Gavin Uberti, CEO and co-founder of Etch, discusses the company's development of rack-scale inference hardware optimized for transformer models, emphasizing innovations like low-voltage inference and cluster-scale memory to enhance efficiency and performance. He highlights the importance of strong partnerships, particularly with TSMC, to overcome manufacturing challenges and meet the growing global demand for AI inference.
01:21:08 Eren Bali, known for founding Udemy and Carbon Health, discusses his new venture, Monogram, a general-purpose AI application that provides interactive visual interfaces in response to user queries, distinguishing itself from traditional text-based AI interactions.
01:32:58 Larsen Jensen, founder and general partner of Harpoon Ventures, is a former Olympic swimmer and Navy SEAL who transitioned into venture capital to invest in technology serving national interests. He discusses raising a $155 million fund, the evolution of defense-focused startups, and the importance of supporting high-octane founders with visionary ideas. Jensen also touches on his experiences in the SEAL teams, the significance of the Black Flag accelerator, and shares his perspective on the Enhanced Games.
01:46:57 Ricky Rosa, founder and CEO of Oasis Devices, discusses the development of a smart ring designed to replace traditional keyboards by enabling private dictation and editing through touch and voice commands. He highlights the ring's advantages over existing devices like AirPods, emphasizing its ability to capture whispers in noisy environments and its multifunctionality as both a microphone and trackpad. Rosa also shares the company's progress, including a recent beta launch and the initiation of pre-orders for the device, with plans to ship in small batches starting in two weeks.
01:55:58 Andrew Rea is the co-founder and CEO of Taxwire, a company offering a fully managed solution for global sales tax compliance. He discusses the challenges businesses face with indirect tax compliance, the increasing enforcement of sales tax regulations, and how Taxwire leverages AI to provide customer-friendly services in a market dominated by older, less adaptable companies. Rea also highlights the company's recent $25 million funding round and its role in disrupting traditional tax compliance services.
02:02:19 Michael Anderson, co-founder of Framework Ventures, a San Francisco-based venture capital firm established in 2019, discussed the firm's evolution from its initial $15 million fund to managing several billion dollars across multiple funds.
02:11:26 Tristan Thompson, a Canadian-American professional basketball player, has played 13 seasons in the NBA, notably winning a championship with the Cleveland Cavaliers in 2016. In the conversation, Thompson discusses his transition into technology investments, highlighting early stakes in companies like Anthropic and SpaceX, and emphasizes the importance of betting on strong founders and leveraging his network to identify promising opportunities.
02:38:05 Grant Gregory is a Partner at Cantos Ventures, a venture capital firm specializing in early-stage investments in near-frontier technologies. In the conversation, he discusses Cantos's investment strategy, emphasizing the importance of rapid iteration and testing in hardware startups, and highlights the firm's focus on deeply technical founders aiming to transform the physical world. Ian Rountree is the founder and managing partner of Cantos, a venture capital firm focused on "near frontier" technologies. He invests in deeply technical startups across AI, defense, aerospace, energy, biotechnology, and advanced manufacturing, backing founders building technologies that can reshape the physical world. 

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MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Codex - http://openAI.com/codex

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Etched Founder Joins, AI Creates Jobs, It's OVER for Peptides, Tristan Thompson in the Ultradome

Always so much fun to chat with @3blue1brown 

AI has been making much faster progress in math than in other fields. As a result, mathematics is showing us, very concretely, what AI progress in other fields will look like. Even within mathematics, there's a jagged landscape. What does it look like? 

What is the nature of the most important conceptual breakthroughs in the history of mathematics, and how different are they from what AIs are currently able to do? 

Does AI (on net) increase or decrease human understanding of the field? 

How big is the overhang from having AIs systematically try to connect ideas already in the literature?

And what advice does Grant have for aspiring mathematicians, coders, and other students who are passionate about fields that are being most transformed upon by AI?

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒
* Transcript: https://www.dwarkesh.com/p/grant-sanderson-2
* Apple Podcasts: https://podcasts.apple.com/us/podcast/grant-sanderson-ai-and-the-future-of-math/id1516093381?i=1000774870615
* Spotify: https://open.spotify.com/episode/0X3t4uRlpVT4MXPYDIrNYX?si=HZf_0Ky2Q42tOWYZNvWi6w

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
* Gemini 3.5 Live Translate is what I wished I'd had on my last trip to China. It detects more than 70 languages and translates them in near real-time… and it preserves your original pacing and intonation. If you're building an app that needs live translation, you should check out Gemini 3.5 Live Translate. Get started at https://ai.studio/live

* Cursor’s harness lets me use models for a huge range of tasks at the podcast. For example, Cursor cuts out the ads from each episode I produce so I can post them on Bilibili. It also helps me prep for interviews — I have a repo full of books and papers that Cursor sorts through to find the exact right file for any given question. Try Cursor yourself at https://cursor.com/dwarkesh 

* Jane Street sponsors 3Blue1Brown, so Grant has gotten to spend a lot of time with various Jane Streeters. He actually just recorded an interview with a few of them, so when we sat down for this episode, he told me about some of the things he learned, like how Jane Street keeps their role definitions fuzzy to make sure their people keep learning and growing. Go check out Grant’s full interview at https://3b1b.co/janestreet

To sponsor a future episode, visit https://dwarkesh.com/advertise.

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
00:00:00 – AI is discovering new proofs. Is that AGI?
00:11:32 – The verification loop on conceptual breakthroughs can be a century long
00:26:12 – Will we understand an AI proof of the Riemann hypothesis?
00:38:08 – Can AI find the hidden bridges between fields?
00:53:48 – Why real-world tasks don’t fit into RL environments
01:07:07 – Good writing requires theory of mind that AI still lacks
01:16:02 – Why learning will still depend on human curation

Grant Sanderson (@3blue1brown) – AI disproved a famous math conjecture. Now what?

Trae Stephens is a Partner at Founders Fund and co-founder and Executive Chairman of Anduril Industries, a defense technology company building autonomous systems for the U.S. military and its allies. As of May 2026, Anduril is valued at $61 billion. Prior to co-founding Anduril, Trae was an early employee at Palantir Technologies, where he led teams focused on the intelligence and defense space.

Delian Asparouhov is a Partner at Founders Fund and co-founder and President of Varda Space Industries, a company manufacturing pharmaceuticals and advanced materials in microgravity that can't be made as effectively on Earth. Delian was a Thiel Fellow in 2013 after dropping out of MIT computer science. Prior to Founders Fund, he was Chief of Staff and then Principal at Khosla Ventures under Keith Rabois, and before that founded Nightingale, a healthcare startup backed by Y Combinator.

We discussed what makes Founders Fund's culture uniquely truth-seeking, from its 1% personal co-invest requirement to a structure with no partner meetings and no residual economics. Trae shared why he believes Series A boards are largely a waste of time, while Delian reflected on working alongside Keith Rabois and eventually striking out on his own. We also explored their concerns about today's market, how Founders Fund navigated the 2021 bubble by concentrating on its two strongest companies, and why macro timing rarely works in venture. The conversation closed on America's semiconductor challenge and why a Taiwan conflict may be more likely than many assume.

Timestamps:  
(0:00) Intro
(0:54) What makes FF unique
(8:01) 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

Links:
https://x.com/traestephens
https://x.com/zebulgar
https://x.com/jaltma
https://x.com/EverettRandle

https://uncappedpod.com/
friends@uncappedpod.com

Founders Fund on Truth-Seeking, Taiwan, and Whether You Can Still Beat the S&P | Ep. 53

*Business Idea Database:* https://clickhubspot.com/uyu6

Episode 837: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) bring in 3 founders with weird businesses making $10M, $20M, and $30M. 
—
Show Notes:
(0:00) Intro
(3:32) Alex Daniels, $10M real estate magazine
(20:31) Josh Weissenstein, $20M camp ground business
(38:36) The $1.8B App Copying Politicians & Hedge Funds

—
Links:
• Haven Lifestyles - https://www.havenlifestyles.com/ 
• Team Outsider - https://www.teamoutsider.com/ 
• Autopilot - https://www.joinautopilot.com/ 

—
Check Out Sam's Stuff:
• Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm


—
Check Out Shaan's Stuff:
• Shaan's weekly email - https://www.shaanpuri.com 
• Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents.
• Mercury - Shaan uses Mercury for banking across all of his companies. you can too: http://mercury.com/ 
Mercury is a fintech company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC


• I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out:
beehiiv.com/mfm-challenge

My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

3 strangers showed us how they make $10M, $20M, and $30M/year

OpenAI's models traditionally score higher on coding benchmarks using a FRACTION of the tokens of other models, especially Gemini's 250k per task average, and that's the benefit of the "Grug speak" theory of model efficiency that was leaked in certain GPT 5.5 reasoning traces. Ya'll said you missed technical deep dives so here's one for you nerds.

Thank you Browserbase for sponsoring! Check them out at: https://soydev.link/browserbase

Want to sponsor a video? Learn more here: https://soydev.link/sponsor-me

Check out my Twitch, Twitter, Discord more at https://t3.gg

S/O @Ph4seon3 for the awesome edit 🙏

#ai #coding #programming

Why is OpenAI so much more efficient?

00:06:57 Open-Source AI Battle
00:19:09 GLM-5.2 Review
00:26:14 Google Throttles Meta
00:31:56 𝕏 Timeline Reactions
00:39:14 Micron Margins Moon
00:43:24 Comcast Splits in Two
00:47:40 Europe Meets Suburbia
00:52:54 Edward Gorberstein, head of engineering at the National Design Studio, discusses the launch of Ramparts, a local-first privacy model that allows users to control the data they share with AI by keeping personal information on their devices. He explains that existing AI models are too large to run in browsers, preventing in-browser PII removal, and emphasizes that Ramparts is open-source, with weights available on Hugging Face, enabling technical users to create custom applications. Gorberstein highlights the studio's mission to improve the American digital experience by developing user-centric software, citing previous successes like Trumper X, which saved users over $500 million in drug costs.
01:02:29 𝕏 Timeline Reactions
01:07:52 Chad Rigetti, founder of Rigetti Computing, discusses his journey from developing quantum computing at IBM to establishing his own company, which went public in 2022. He highlights the importance of integrating quantum technologies into data centers to enhance AI capabilities, emphasizing the need for a multimodal approach to quantum hardware. Rigetti also addresses the challenges of transitioning from private to public markets and the significance of long-term strategic planning in the evolving quantum computing landscape.
01:33:18 Pim de Witte, CEO of General Intuition, discusses the company's unique approach to AI development by leveraging extensive datasets of action-labeled video game footage to train models capable of spatial-temporal reasoning.
01:41:15 Yadin Sofer, co-founder and CEO of Tracer, discusses the company's emergence from stealth with the launch of a subterranean defense technology firm. He highlights the challenges of underground operations, such as unpredictable geology, and emphasizes the importance of small-diameter, long-length designs for efficiency.
01:47:28 Jack Morris, co-founder and head of research at Engram, discusses the company's recent emergence from stealth with $98 million in funding from investors like General Catalyst, Kleiner Perkins, and Sequoia. Engram focuses on developing AI systems that enhance human intelligence by creating models capable of understanding users' unique contexts and workflows, thereby improving efficiency and reducing costs. Early enterprise partners include Microsoft, Notion, and Harvey, who benefit from these AI solutions that adapt to specific organizational needs.
01:52:39 Neil Movva, co-founder and CEO of Sail Research, discusses his company's focus on building the most efficient inference systems for AI agents that operate autonomously over extended periods. He highlights their commitment to open-source models, such as GLM 5.2, and emphasizes the importance of optimizing the entire stack—from hardware to API—to enhance efficiency.
01:59:10 Jakob Diepenbrock, the 22-year-old General Partner of Discipulus Ventures, recently closed a $30 million fund targeting early-stage investments in defense-tech, energy, mining, manufacturing, and other critical industries. In the conversation, he discusses the firm's strategy of securing significant ownership in startups at low valuations by being the first investor, often assisting with company incorporation and subsequent fundraising.
02:07:28 Chris Altchek is the founder and CEO of Cadence, a health technology company that partners with major health systems to provide remote patient monitoring and management for chronic conditions. In the conversation, Altchek discusses Cadence's recent $100 million Series C funding, the company's rapid progress in automating chronic disease treatment, and the significant impact their technology has had on patient outcomes, including preventing strokes and heart attacks through real-time monitoring and intervention.
02:19:16 𝕏 Timeline Reactions 


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Open-Source AI Battle, Google Throttles Meta, Micron Margins Moon, Rocket Lab buys Iridium

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.

-----------------------------------------------

Timestamps:

00:00 Intro
01:25 Fear of Failure vs Thrill of Winning
03:53 How a 25-Year-Old Company Became an AI Darling Overnight
05:46 The Andy Grove Moment That Changed How KR Leads
10:49 Empathy as a Leadership Tool
13:04 Are We in an AI Infrastructure Bubble?
14:43 When Intelligence Is Abundant, What Becomes Scarce?
15:34 The Single Biggest Bottleneck: Regulation Is Now the Enemy of Growth
18:54 The Next Big Crisis Nobody Is Talking About: Energy Poverty
20:17 Is AI Concentrating Wealth or Democratising It?
22:29 Should Governments Own Equity in the Biggest AI Companies?
26:35 Are Hyperscalers Secretly Becoming Energy Companies?
38:00 The Long-Term Vision: Hydrogen, Distributed Power & True Energy Independence
43:59 Energy Sovereignty Is More Important Than Model Sovereignty
45:35 How Oracle Became Bloom's Biggest Customer
53:18 Bloom's $20B Backlog & the Path to 2 Gigawatts
56:17 Leo Aschenbrenne, Social Media & the Vision of Electricity for All
58:53 What KR Has Changed His Mind on in the Last 3 Years
01:00:43 Quick Fire Round

----------------------------------------------------------------------------------------------

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-----------------------------------------------

#20vc #harrystebbings #ai #krsridhar #power #bloomenergy #electricity #aibubble #compute #datacenters

Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power

Ev Randle, General Partner at Benchmark, joins Sourcery to break down how AI has rewritten the rules of venture and growth investing. Ev explains why the old inverse relationship between scale and risk has collapsed, why the golden rules of SaaS now run in reverse, and how he underwrites AI companies when the spreadsheet no longer does the work.

We cover the new AI taxonomy through a P x Q x M lens, the economics of inference and agents, Claude Code at $36,000 per developer, the AI mom test for frontier versus open source demand, and the trillion-dollar question of whether frontier labs hold pricing power. Ev also walks through the coming liquidity shock from the $380B Anthropic round, why late-stage can now beat a Series C, and how venture firms became alternative asset managers.

Benchmark's AI portfolio spans Mercor, HeyGen, Decart, Manus, Gumloop, Exa, StarCloud, Reducto, Eigen, Cerebras, 11x, Sierra, Fireworks AI, Legora, and LangChain.


Everett Randle: https://x.com/EverettRandle 
Molly O’Shea: https://x.com/MollySOShea 
Sourcery: ⁠https://x.com/sourceryy 


𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒

Apple Podcasts: https://podcasts.apple.com/in/podcast/benchmarks-ai-bets-cerebras-sierra-legora-fireworks/id1738124704?i=1000774678130

Spotify: https://open.spotify.com/episode/0oS4wGSDqYkmqqVcGRlHcv?si=S0PHbBNXSsy0qrtQh5YAMw


𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery 

• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery 

• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com  

• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery 

• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev  

Follow Sourcery for the latest updates!
https://www.sourcery.vc

Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
 
 
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒

(00:00) Everett Randle, General Partner at Benchmark
(00:58) Coming off Benchmark's AGM
(04:05) The Golden rules of Investing are all gone
(08:58) Who actually has a handle on AI Economics?
(12:57) Why Benchmark bets on Founders, not Categories
(15:31) Brad Gerstner's "Age of Inference" Thesis
(19:07) The most important shift since the Cloud
(23:55) Inside Gumloop's AI automation canvas
(26:40) The Token Maxing problem nobody's solving
(27:25) Ev's "Mom Test" for frontier AI
(31:33) What happens when frontier models get too cheap
(34:44) Inside the new funding playbook
(40:31) Venture Capital became a product, not a firm 
(42:35) The Biggest IPO wave Wall Street's ever seen
(49:08) The secret behind Benchmark's wildly diverse bets
(52:54) The mentors who shaped him

Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop..

ssh terminal.shop
Yes, seriously, this is my company, and we selected and found some of the worlds best coffee.  US only (for now (the world is hard when you don't do crappy influencer coffee))

Sources:

- https://news.ycombinator.com/item?id=48667495
- https://www.chinatalk.media/p/how-to-buy-cheap-claude-tokens-in
- https://x.com/HarshalsinghCN/status/2056626175959826692
- https://arxiv.org/pdf/2603.01919
- https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks
- https://www.404media.co/inside-the-underground-site-where-ai-neural-networks-churns-out-fake-ids-onlyfake/

Topics Covered:

- The underground Token Black Market
- How do people sell Tokens for so cheap
- Token Fraud

Chapters
00:00:00 - Intro
00:00:47 - Transit Stations
00:02:05 - Terminal Coffee
00:02:38 - Distillation attacks?
00:03:21 - How to Buy and Sell Tokens
00:08:27 - Why are they so cheap?
00:11:11 - My Theory

https://twitch.tv/ThePrimeagen - I Stream on Twitch

https://twitter.com/terminaldotshop - Want to order coffee over SSH?
ssh terminal.shop

Great News?  Want me to research and create video????: https://www.reddit.com/r/ThePrimeagen

#theprimeagen #programming #computerscience #ai #chatgippty #terminaldotshop

The Secret Token Underworld

Semafor's editor-in-chief on why Washington has decided Anthropic needs to pick a side.

Ben Smith, co-founder and editor-in-chief of Semafor, joins Eric Newcomer to break down the collision between the Trump administration and Anthropic, and what it reveals about the new relationship between Washington and big tech. Ben explains why the government is taking equity stakes in companies, how the Trump family is monetizing the presidency, and why he believes this is one of the most corrupt periods in modern American governance.

The conversation also covers the politicization of the Justice Department, why CEOs now flock to Washington instead of avoiding it, the Intel deal and what it signals about industrial policy, and Ben's bet that newsletters and live events can outlast the chase for viral traffic in media.

Subscribe for weekly conversations with the founders, investors, and executives shaping the tech industry.

🎙️ New episodes every week! Subscribe and turn on notifications to stay ahead of the next big story.

👇 Watch more from The Newcomer Podcast:
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 🔗 Read more at newcomer.co
🐦 Follow us: @NewcomerMedia

If you want honest, insider analysis from the heart of tech and venture capital…you’re in the right place.

Chapters:
00:00 Ben Smith's New Bet
00:36 DC Meets AI Power
02:32 Industrial Policy to Intel
04:33 Most Corrupt Administration
06:56 Anthropic in the Crosshairs
08:32 Trump's AI Boom Calculus
15:24 Public Backlash to AI
20:17 Kids and Regulation
22:28 Democrats and Anti-Tech Politics
24:16 Silicon Valley Goes Direct
29:07 Journalism's Guild Standards
31:10 Conflicts and Credibility
32:14 Tech and Media Fragmentation
34:45 BuzzFeed's Collapse
38:43 Privacy, Power, and Public Life
48:29 Is Podcasting Authentic?
50:57 AI's Threat to Journalism

#BenSmith #Anthropic #Trump

Ben Smith on Why Washington Thinks Anthropic Needs to Pick a Side

Apple's Prices Just Got Insane because of the RAM crisis and it's not looking like it's gonna get any better. 

Thank you Clerk for sponsoring! Check them out at: https://soydev.link/clerk

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S/O @Ph4seon3 for the awesome edit 🙏

#ai #apple #tech #programming

I hope you already own a Macbook...

Andrew Ambrosino leads development of the Codex desktop app at OpenAI. Nearly 100% of OpenAI employees—not just engineers—now use Codex weekly. A lifelong builder with a background spanning engineering, design, product management, and founding companies, he is now responsible for turning the Codex desktop experience into what he calls “the best desktop app that has ever existed, full stop.”

*In our in-depth conversation, we discuss:*
1. Why AI has completely flipped the product development process
2. What “taste” really means as a professional skill, and why it is emerging as the most valuable capability in an AI-first workplace
3. Why Andrew believes the Codex app would have failed if they launched it last November (vs. in February)
4. The “zone defense” model for how product managers at OpenAI operate when everyone can build anything
5. How roles are collapsed on Andrew’s team, and why eliminating the concept of roles entirely is a big mistake
6. How Andrew uses Codex to run his own workflows
7. The vision for a home base that coordinates work across ChatGPT, Codex, and the tools people already use.

*Brought to you by:*
WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lenny
Mercury—Radically different banking, now with Command: https://mercury.com/

*Episode transcript:* https://www.lennysnewsletter.com/p/openai-codex-lead-on-the-new-shape
*Archive of all Lenny's Podcast transcripts:* https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

*Where to find Andrew Ambrosino:*
• X: https://x.com/ajambrosino
• LinkedIn: https://www.linkedin.com/in/ajambrosino
• Website: https://ambrosino.io

*Where to find Lenny:*
• Newsletter: https://www.lennysnewsletter.com
• X: https://twitter.com/lennysan
• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

*In this episode, we cover:*
(00:00) Introduction to Andrew Ambrosino
(02:30) How AI is changing the shape of product work
(06:32) When to use documents vs. prototypes
(10:25) What “taste” actually means
(12:06) Why AI is still bad at design
(16:18) Is the design process really dead?
(21:35) What the design process looks like on the Codex team
(23:41) Are product functions disappearing?
(27:22) Team structure
(30:12) IC vs. management
(31:37) Planning roadmaps
(35:16) Building features that don’t work yet
(38:13) The ambition problem: when you’re too AGI-pilled
(39:17) The latest frontier: loops and autonomous development
(52:05) How Andrew uses Codex to automate his entire job
(46:52) The power of computer use and browser automation
(49:10) Will we run all our SaaS apps inside Codex?
(52:05) The future vision for Codex
(57:20) The videographer who built a Premiere Pro extension with Codex
(59:30) Failure corner
(1:01:50) Lightning round
(1:07:03) BTS: How our producer uses Codex for editing

*Referenced:*
• Codex: chatgpt.com/codex
• The Primal Mark: How the Beginning Shapes the End in the Development of Creative Ideas: https://www.gsb.stanford.edu/faculty-research/publications/primal-mark-how-beginning-shapes-end-development-creative-ideas
• Linear: https://linear.app
• “Taste” is not just taste in aesthetics: https://x.com/thenanyu/status/2067327619897446721
• Linear’s secret to building beloved B2B products | Nan Yu (Head of Product): https://www.lennysnewsletter.com/p/linears-secret-to-building-beloved-b2b-products-nan-yu
• Paul Graham’s website: https://paulgraham.com
• The design process is dead. Here’s what’s replacing it. | Jenny Wen (head of design at Claude): https://www.lennysnewsletter.com/p/the-design-process-is-dead
• The case study factory: https://essays.uxdesign.cc/case-study-factory
• Why humans are AI’s biggest bottleneck (and what’s coming in 2026) | Alexander Embiricos (OpenAI Codex Product Lead): https://www.lennysnewsletter.com/p/why-humans-are-ais-biggest-bottleneck
• OpenClaw: https://openclaw.ai
• OpenClaw: The complete guide to building, training, and living with your personal AI agent: https://www.lennysnewsletter.com/p/openclaw-the-complete-guide-to-building
• From skeptic to true believer: How OpenClaw changed my life | Claire Vo: https://www.lennysnewsletter.com/p/how-openclaw-changed-my-life-claire-vo
• The Codex feature that works while you sleep: https://www.lennysnewsletter.com/p/the-codex-feature-that-works-while
• The AI paradox: More automation, more humans, more work | Dan Shipper: https://www.lennysnewsletter.com/p/the-ai-paradox-dan-shipper
• Atlas: https://chatgpt.com/atlas
• Anthropic: https://www.anthropic.com

*Recommended books:*
• The Gruffalo: https://www.amazon.com/Gruffalo-Julia-Donaldson/dp/0803730470
• The Big Orange Splot: https://www.amazon.com/Big-Orange-Splot-Manus-Pinkwater/dp/0590445103

_Production and marketing by https://penname.co/._
_For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com._

Lenny may be an investor in the companies discussed.

Why OpenAI is merging Codex and ChatGPT and the future of knowledge work | Andrew Ambrosino

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

-----------------------------------------------

Timestamps:

00:00 Intro
01:31 What Is fomo
02:37 Why Paul Did an Angel-Only Round With 140 Investors
04:22 How to Scale to Your First 1,000 Users
06:01 Why the Financial Super App Theory Is Wrong
10:06 Are Public Markets Just a Casino Now?
12:06 Ship Fast vs Ship Perfect
14:15 How Chase Supported fomo at the Inflection Point
26:22 Will 20% of Dev Salaries Go to Tokens?
29:07 Why There's Been No Big Social Company Since Snap
31:05 How to Build Momentum & Viral Loops Into a Product
32:41 Why fomo Is Becoming a Media Company
38:57 How Index & USV Led the Series B
44:11 Why Europe Is Winning in Fintech While the US Falls Behind
46:00 Quick-Fire Round

----------------------------------------------------------------------------------------------

Subscribe on Spotify:
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Follow Harry Stebbings on X:
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-----------------------------------------------

#20vc #harrystebbings #founder #entrepreneur

How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong

In this final panel from Startup School India, the hosts reflect on why India's deep technical talent makes it uniquely positioned to produce some of the world's largest companies in this new AI wave and how young founders can break out of conventional advice from traditional education systems to reach their full potential. 

Apply to Y Combinator: https://www.ycombinator.com/apply
Work at a startup: https://www.ycombinator.com/jobs

Chapters:

00:00 —Intro
02:56 — $100M ARR with one engineer
03:47 — Why AI is different from mobile
05:25 — No US network? No problem
07:38 — YC founders are getting younger
10:38 — How to develop an independent POV
12:07 — The power of surrounding yourself well
13:25 — Tinker your way to a startup idea
15:33 — Second mover advantage is real
17:54 — Let the tokens rip
21:18 — Open source and bringing down costs
23:27 — What YC really looks for
29:07 — Outro

India Can Create The Largest AI Companies

This has been an…interesting release. GPT-5.6 is here, but also not really.

Thank you Browserbase for sponsoring! Check them out at: https://soydev.link/browserbase

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S/O @Ph4seon3 for the awesome edit 🙏

GPT-5.6 is here, and we can’t use it

(0:00) Gavin Baker and Travis Kalanick join the show!
(1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC
(22:51) Future of the Democratic Party, the Israel issue, social media bans
(45:12) China's open-source AI catch up, distillation, OpenAI's new chip
(1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware
(1:10:17) The math behind distributed compute and datacenters in space
(1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price

Follow Gavin:
https://x.com/GavinSBaker

Follow Travis:
https://x.com/travisk

Apply for Summit 2026:
https://allin.com/events

Follow the besties: 
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg

Follow on X:
https://x.com/theallinpod

Follow on Instagram:
https://www.instagram.com/theallinpod

Follow on TikTok:
https://www.tiktok.com/@theallinpod

Follow on LinkedIn: 
https://www.linkedin.com/company/allinpod

Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg

Intro Video Credit:
https://x.com/TheZachEffect

Referenced in the show:
https://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579
https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710
https://x.com/thestustustudio/status/2067356255916536120
https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127
https://x.com/EndWokeness/status/2069645066252034288
https://x.com/america/status/2069622732279402804
https://x.com/realmaalouf/status/2069433391162798337
https://x.com/JoshBlockDC/status/2070108811851882691
https://x.com/EndWokeness/status/2069776474429624684
https://x.com/EndWokeness/status/2068829255786803368
https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people
https://x.com/PirateWires/status/2069146641266094417
https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e
https://x.com/jietang/status/2067580270078030088


#allin #tech #news

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

TBPN is made possible by:
Ramp - https://ramp.com
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Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Codex - http://openAI.com/codex

Follow TBPN: 
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https://www.youtube.com/@TBPNLive

Cannes Recap, Meta Gambling Goggles, AI Restrictions, Apple Price Hikes

This is New Media

Aidan Gomez on AGI, China, and the Biggest Risk Facing AI.

Cohere co-founder and Transformer co-author Aidan Gomez joins Eric Newcomer to discuss whether we've already reached AGI, why Chinese AI models are being underestimated, the future of enterprise AI, sovereign AI, and why relying on a handful of AI companies could become the industry's biggest risk.

If you're interested in artificial general intelligence, OpenAI, Anthropic, Cohere, Chinese AI, AI infrastructure, and the future of machine learning, this conversation offers a thoughtful look at where AI is headed next.

Subscribe for weekly conversations with the founders, investors, and executives shaping the future of technology.

🎙️ New episodes every week! Subscribe and turn on notifications to stay ahead of the next big story.

👇 Watch more from The Newcomer Podcast:
https://www.youtube.com/playlist?list=PL0Yg1id5olJMOyUnYF5AZnIo2ZXdyYd-L

 🔗 Read more at newcomer.co
🐦 Follow us: @NewcomerMedia

If you want honest, insider analysis from the heart of tech and venture capital…you’re in the right place.

#ArtificialIntelligence #AGI #AidanGomez