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  • OpenAI & Meta Distinguished Eng (IC9): The Psychology Behind Tech Career Peaks | Philip Su

    21 hr ago

    OpenAI & Meta Distinguished Eng (IC9): The Psychology Behind Tech Career Peaks | Philip Su

    Philip Su grew quickly to a Distinguished Engineer at Facebook and OpenAI. We talked about the psychology behind peaking in a tech career and the pressure at the highest levels.• My ergonomic keyboard project I mentioned, you can follow along here: https://read.compose.llc/• The Kickstarter page for it: https://www.kickstarter.com/projects/ryanlpeterman/compose-simple-ergonomics-beautifully-donePodcast links:• YouTube: https://www.youtube.com/watch?v=RMo04pSSiao• Apple: https://podcasts.apple.com/us/podcast/the-peterman-pod/id1777363835• Transcript: https://www.developing.dev/p/openai-and-meta-distinguished-engThank you to this episode's sponsors for supporting my work:• WorkOS: makes your app Enterprise Ready with easy to use APIs to add SSO, SCIM, RBAC, and more in just a few lines of code, check them out at https://workos.com/• Jira by Atlassian: Get more work done with your favorite agents and models all in one place, check them out at https://jira.dev/Timestamps:(00:00) Intro(00:37) Growth past IC9(05:39) Motivation changes over his career(11:36) Asking to not be promoted(17:33) What made it hard to sustain IC9 performance(22:22) What motivated him outside of promos(26:21) Is career advice useless(29:34) Motivation after you've hit FIRE(36:08) Meaning and fulfillment(38:17) Top book recommendation(40:14) What he would change(43:24) OutroWhere to find Philip:• Substack newsletter: https://molochinations.substack.com/• LinkedIn: https://www.linkedin.com/in/suphilip/• X/Twitter: https://x.com/philipsuWhere to find Ryan:• Newsletter: https://www.developing.dev/• X/Twitter: https://x.com/ryanlpeterman• LinkedIn: https://www.linkedin.com/in/ryanlpeterman/• Threads: https://www.threads.com/@ryanlpeterman• Instagram: https://www.instagram.com/ryanlpeterman• TikTok: https://www.tiktok.com/@ryanlpetermanReferenced in this episode:• Four Thousand Weeks: Time Management for Mortals: https://us.macmillan.com/books/9780374715243/fourthousandweeks/

  • 🔬 The Lab of the Future Should Feel Like a Data Center — Andy Beam & Rafa Gómez-Bombarelli, Lila Sciences

    16 Jul

    🔬 The Lab of the Future Should Feel Like a Data Center — Andy Beam & Rafa Gómez-Bombarelli, Lila Sciences

    Imagine a dark warehouse. Racks and racks of devices with wires, tubes, and electronics sticking out. The next AI data center? No. This is Lila Sciences‘ dream for the future of science. A dark warehouse full of AI-guided robotics and lab equipment, cranking out new experiments 24/7, building toward a scientific superintelligence. Their automated lab is almost hypnotizing to watch. They have floating plates zipping around on Wall-E-esque tracks, used vision-language models to control Windows 95 boxes, and created the world’s largest collection of voided warranties. In the process they’ve built a massive library of scientific reasoning tokens. Over 10 trillion of them, all experimentally validated. No warranties were voided in the making of this video To say Lila is ambitious is an understatement. Their goal is a scientific superintelligence wired directly into the wet lab. They are all in on the bitter lesson, and the thesis follows from it: a lab is an infinite token generator. Produce data at scale, and the synergies give you a general reasoner that can tackle any scientific problem. They are committing hard. Biology, chemistry, drug discovery, and materials science, all at the same time. Time will tell if it works, but it is an exciting hypothesis. In our latest episode we sat down with Lila’s very own Andy Beam (CTO) and Rafa Gómez-Bombarelli (CSO, physical sciences) and went on a journey through the possibilities of AI-run science, almost as wide-ranging as Lila’s goals. Did we mention they do both materials science and biology? In the same AI science factory? Same time, same lab, same AI. Finally a guest who can settle a long-running debate we’ve had amongst ourselves: is biology or materials science harder? Watch to find out! We discuss: * The internet is spent, science is next. Why Lila thinks the scientific method is the last untapped internet-scale dataset, and why they treat RL as a data generation mechanism with nature as the verifier. * The lab as a data center. Instruments as nodes on a graph, a magnetically levitating “PCI bus” transport layer between them, orchestration as a slurm queue. Andy is not short on analogies. * Why Lila insists it is not an automation company. They optimize for flexibility and generalizability over raw throughput, which means humans stay below the API line wherever automating does not pay. * Your experiment has a runtime. We put Escalante Bio’s question to Andy: if science is the token generator, what is the runtime of your data collection? His answer, in short, is that you cannot make the ribosome go faster. Why Lila bets on fast round-over-round iteration rather than big noisy multiplexed screens, and how Rafa’s team rebuilt a gas sorption measurement to run roughly 2,500x faster. * What is actually in 10 trillion scientific tokens. Not sequences. Experimentally verified reasoning traces, a kind of data that Andy argues exists on the internet in quantities that round to zero. * Breadth as a path to depth. Small molecule chemistry priors transferring to metal organic frameworks for carbon capture, and the claim that the general model beats domain-specific models sample for sample. * If you have the data, what do you need the model for? Sri Kosuri’s koan about the ML-for-drug-discovery business model, and Andy’s answer: the coding model got better because it also read Shakespeare and carnitas recipes. * The serendipity they want to automate. Emily Whitehead survived the first pediatric CAR-T cure only because the doctor treating her happened to know, from pediatric arthritis, which antibody would blunt her IL-6 response. Roll that dice again and you probably lose her. Breadth is how you stop depending on luck. * Move 37 for catalysts. Model suggestions for platinum-group-free electrocatalysts that went from boring, to what a 40-paper expert called stupid, to the best performers they have made. * Six months to in vivo CAR-T data in non-human primates, and the zero-FTE virtual startup commercial model that fell out of it. For context on why that number is startling, AbbVie paid $2.1B for Capstan on the strength of preclinical in vivo CAR-T data. * You cannot have scientific superintelligence if you are just a good test taker. Ken Stanley, who wrote Why Greatness Cannot Be Planned, runs open-endedness at Lila. RL at scale gives you a ruthlessly Vulcan problem solver. Machine creativity is a different thing, and it is the part nobody has solved. * The chain of thought is an unreliable narrator. The model reasons in latent space and only emits tokens. Sometimes it skips the experiment entirely and is still right. So how much do you trust the reasoning versus the verifier? * Reward hacking when the rollout is physical. Chains of thought that collapse into repetition, and a model that got annoyed and swore at the scientist who kept asking it to redo a plate map. What happens when a pathological loop has a wet lab inside it? * The bittersweet lesson. Rafa’s inversion of the bitter lesson: in AI, scaling is a roadmap. In materials, scaling is a filter, because only the things that scale end up mattering. * Not your typical Flagship company. Why a famously single-asset biotech incubator spun out a platform bet, and Andy’s line that if Lila called itself a biopharma it would have a top-three GPU cluster. * Bottlenecks they would remove by fiat. Sim-to-real for physics-based simulation, and the fact that RL training runs at roughly 5% mean FLOP utilization. Watch on YouTube: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.latent.space/subscribe

  • Codex from 0 to 10M Users: Building ChatGPT Work — Akshay Nathan, OpenAI

    28 Jul

    Codex from 0 to 10M Users: Building ChatGPT Work — Akshay Nathan, OpenAI

    There are roughly 100x more people who use code than who can write code. As code that “just works” becomes easier to generate, this group may be the biggest prize of all — if you can get the agentic interface right. A key trend we have been tracking over at AINews is the absolute explosion in Codex usage this year, with MAU now up >10x from Jan 2026. Less than two weeks after their July 9th launch, OpenAI said ChatGPT Work and Codex had reached 10M users combined (as we cover in the pod, Codex now powers ChatGPT Work, so all ChatGPT Work users are now users of the Codex harness, even if they aren’t traditional engineers) — showing the early innings of what happens when you graduate from coding agents to knowledge work agents: We’ve been calling out how coding agents are “breaking containment” to do everything else this year to power every other part of knowledge work - and it started with the org chart, with a major reorg last month that amounted to two of Codex’s most prominent leaders, Greg and Tibo, taking responsibility over product and ChatGPT specifically, completing a “Superapp” consolidation cycle first discussed in March. With these updates Codex is no longer just a coding tool. In June, OpenAI said knowledge workers already accounting for roughly 20% of Codex’s user base and growing more than 3x as quickly as developers. A product dedicated for knowledge workers was being pulled out of the Codex team. However, knowledge work has a different set of problems and environments than coding. For decades, knowledge work has been scattered across different primitives like documents for writing, spreadsheets for analysis, slide decks for communication, and specialized applications for everything else. ChatGPT Work now enables users to work across every primitive with agents. Instead of opening an application and manually operating its features, the user can describe an outcome and collaborates with an agent that can assemble the tools, context, and artifact needed to reach it. From building no-code products at Airtable to leading Productivity Engineering at OpenAI, Akshay Nathan has spent much of his career trying to make the power of software accessible to people who do not write code. In this episode, Akshay joins swyx and Vibhu to unpack the launch of ChatGPT Work, why Codex unexpectedly took off among non-developers inside OpenAI, and the company’s broader plan to bring useful agents from software engineers to knowledge workers and eventually everyone. We go deep on the shared agent harness behind Codex and ChatGPT Work, why OpenAI brought the experiences together without making them identical, and how persistent computers, artifacts, Sites, plugins, memory, and sub-agents are changing what people can delegate to AI. Akshay explains why some teams are replacing decks and spreadsheets with interactive websites, how agents can gather context across code, Slack, documents, and local files, and what OpenAI learned from personal-agent products like OpenClaw. Side note: also don’t miss Abhihek’s sandbox track keynote at AIE, which now powers a lot of the sandboxing for ChatGPT Work… and yes was also broken by an unreleased OpenAI model in the recent HuggingFace incident. Akshay also reflects on how AI is transforming product development itself: why more people will become generalists with a specialty, why ideas and taste become the bottlenecks when almost anyone can build, why LLMs still struggle to generate genuinely grounded new ideas, and why teams must distinguish increased motion from actual progress. We discuss: * Why Codex unexpectedly took off among non-developers inside OpenAI * Why employees felt like using Codex gave them a new superpower * The product insight that led OpenAI to build ChatGPT Work * Why Codex and ChatGPT Work share the same underlying agent harness * How their UX, Git visibility, artifacts, and sandboxing defaults differ * Why OpenAI merged its agent experiences instead of building separate products * How AI is blurring the boundaries between engineering, design, strategy, and operations * Why OpenAI wants the default model configuration to work for most users * When power users should use deeper reasoning, Ultra, or multi-agent modes * Artifacts, agentic spreadsheets, and creating high-fidelity work products * Why interactive Sites may replace decks and spreadsheets * The challenge of designing a simple interface for an agent that can build almost anything * Why users should retry tasks that models could not handle three or six months ago * How AI can gather context for performance reviews without replacing human judgment * The OpenAI automation that turns internal Slack and document activity into memes * What reaching ten million ChatGPT Work and Codex users means for the product * How OpenClaw inspired persistent environments, scheduled tasks, and personal agents * Using ChatGPT for financial planning, budgeting, workouts, meals, and household management * The design tradeoffs behind sub-agents and how much of their work users should see * ChatGPT memory, Chronicle, and long-term context * Why AI may make more people generalists with deep specialties * Why ideas and taste become more important when almost anyone can build * Why LLMs still struggle with the instruction “bring me new ideas” * Measuring productivity through quality at-bats instead of commits, tokens, or pull requests * The critical difference between AI-generated motion and meaningful progress Akshay Nathan * LinkedIn: https://www.linkedin.com/in/akshaynathan/ * X: https://x.com/akshaynathan_ Timestamps 00:00:00 Introduction and Bringing the Power of Code to Everyone 00:01:33 Joining OpenAI and Preserving a Startup Culture 00:02:40 What OpenAI Learned from Enterprise AI Adoption 00:05:28 Why OpenAI Built ChatGPT Work 00:07:17 Codex vs. ChatGPT Work and the Shared Agent Harness 00:12:07 Why OpenAI Merged Its Agent Experiences 00:16:24 Models, Reasoning Levels, and Choosing the Right Default 00:20:26 Artifacts, Agentic Spreadsheets, and Model–Product Collaboration 00:24:22 Why Sites Could Replace Decks and Spreadsheets 00:30:08 Designing an Agent That Can Build Almost Anything 00:34:28 From Developer Agents to Knowledge Work—and Everyone 00:36:07 Power-User Advice and AI-Assisted Performance Reviews 00:40:41 OpenAI’s Internal AI Memes and the Ten-Million-User Launch 00:44:39 OpenClaw, Personal Agents, and ChatGPT as an Operating System 00:50:24 Sub-Agents, Ultra Mode, and How Much Control Users Need 00:54:39 ChatGPT Memory, Personalization, and Chronicle 01:00:19 How AI Is Reshaping Product Development and Tech Roles 01:03:15 Ideas, Taste, and Why LLMs Struggle to Generate New Ideas 01:04:42 Measuring Productivity, Quality At-Bats, and Motion vs. Progress Transcript Introduction: Akshay Nathan, ChatGPT Work, and the No-Code Arc Swyx [00:00:00]: We’re here in the studio with Akshay from OpenAI. Welcome. Akshay Nathan [00:00:07]: Thank you. Swyx [00:00:08]: And with our trusty co-host, Vibhu. So you recently launched ChatGPT Work. You lead Core Product Engineering. It’s been a long journey, into all this. I find it very interesting that you started with no code or low code, with Walrus and Airtable. And to some extent, ChatGPT Work is like the super app of super apps of, well, here is the ultimate no code. You just write a prompt. Akshay Nathan [00:00:32]: Yeah. It’s funny how things come, full circle. I think for a long time in my career, I started my career working consumer fintech, but then after that, like, there’s this hypothesis that, the things that we were able to do with code, like, as engineers, like, if we could bring that to many more people in a more, accessible way, then that would be truly magical. We were working on a startup. It’s funny, like, before LLMs, before vision LLMs, on how to do automated testing with AI. It was just kinda jank, back then, but doing what we can, and then worked at Airtable for a while on the same thesis that, like, if we can bring a database or the primitives behind a database to people, that’d be really useful to them. But once LLMs came onto the scene, it became clear that, this was the missing piece, like, the missing technology required to, like, bring the magic of code to everyone without them having to know what’s going on underneath the hood. And so, like, I think this launch and a lot of the stuff that we’ve been up to is, like, the manifestation of that. From Walrus and Airtable to OpenAI Vibhu [00:01:33]: How was stuff when you joined? So you joined OpenAI 2023. Now we’ve got, so much more stuff, so ChatGPT, Codex app, ChatGPT Work. Have things changed? Joining OpenAI and What Hasn’t Changed Akshay Nathan [00:01:44]: I think the more interesting thing is how things haven’t changed. Like, one, I joined I remember when I joined, it was, like, five hundred people. One thing I was worried about was, like, I was looking for something, more early stage and, like, was it gonna feel startup enough? And I joined, and I was like, “This feels even more startup-y than I could ever imagine.” And, like, that really hasn’t changed even till now. I think the, like, level of, like, bottoms-up ambition and, like, the ability of anyone to, like, do anything or have an idea and ship it is really cool. But on the, like, mission side, I think what was really compelling to me is this mission of, bringing frontier intelligence to everyone. Like, building AGI and then bringing it to everyone. And, I think acknowledging back then that, like, that vision is gonna, not be a linear progression. Like, we’re probably gonna, like, try different products and have different things that succeed and don’t. But the vision has stayed the same, and the mission has stayed the same, and we’re starting to see the pieces, fall together, and that’s really cool. Enterprise Lessons: No One-Size-Fits-All AI Swyx [00:02:40]: You worke

  • The Home Depot

    14 Sept

    The Home Depot

    The Home Depot's founding story is like an Avengers movie… if the Avengers got fired, went broke, and stacked empty paint cans ten feet high to look legitimate. After being unceremoniously fired from their previous hardware chain at ages 48 and 35, Bernie Marcus and Arthur Blank took the words of their New York banker Ken Langone (who had also just accidentally caused their firings) to heart: they'd just been "kicked in the ass with a golden horseshoe.” They proceeded to author the greatest compounding story in American retail history, helped by some legendary cameos along the way from Sol Price, Jamie Dimon, and Ross Perot (to name a few). And the ending is as good as any superhero film: from its 1981 IPO to today, The Home Depot has been the single highest-returning equity in the entire US stock market — higher than Apple, Microsoft, Berkshire Hathaway, and everything else! Sponsors: Many thanks to our fantastic Fall '26 Season partners: SierraWorkOSAnthropicSentryLinks: Sign up for email updates, get our takeaways and research photos from each episode, and vote on future topics!The Official Acquired Meetup on Sept 17th with our friends at Sentry. Join us!The Acquired Home Depot Companion PDFOur Visual Artifacts page for Home DepotBuilt from Scratch by Bernie Marcus and Arthur BlankKick Up Some Dust by Bernie MarcusThe Board Wore Chicken Suits by Joe Nocera, The New York TimesFrank Blake on Invest Like the BestKen Langone's interview with Arvind NavaratnamWorldly Partners' Multi-Decade Home Depot StudyAll episode sourcesCarve Outs: Silo Season 3Tires Season 3Ratio 8 Coffee MakerTrade CoffeeQuarterbackComedianMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:00:43 Intro00:05:32 Bernie Marcus's Early Career and meeting Arthur Blank (1972)00:15:58 Ken Langone & Handy Dan (1970s)00:33:08 Ken Buys Handy Dan, Bernie & Arthur Fired00:43:55 Ross Perot Almost Buys Home Depot00:51:20 Pat Farrah & The HomeCo Interlude01:05:03 First Stores & Early Model (1979)01:14:16 Home Depot Goes Public & Expands (1981)01:24:35 Home Depot's Unique Operating System01:46:01 Arthur Blank Takes CEO & Early Cracks (1997)01:56:07 The Bob Nardelli Era (2000-2007)02:12:09 Nardelli's Public Downfall & Firing (2006-2007)02:24:24 Frank Blake's Turnaround: Crisis & Culture (2007)02:42:30 E-commerce & Distribution Revolution02:59:57 Home Depot Today: Pro & DIY (2024)03:12:04 Analysis: The Paradox of Specialness03:16:18 7 Powers: Home Depot's Competitive Advantages03:19:17 Quintessence: Why It Got So Big03:26:27 Carve-Outs + Outro ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

  • Mars Inc. (the chocolate story)

    16/12/2024

    Mars Inc. (the chocolate story)

    M&M’s, Snickers, Milky Way, Double Mint, Ben’s Rice, Pedigree, Whiskas, VCA, Banfield… all the brands you know, owned by the company you know nothing about: Mars, Incorporated. And Mars itself is 100% owned and deeply intertwined with the Mars family, who are currently the second wealthiest (and perhaps first most secretive!) family in the United States. Tune in for one of the 20th century’s most incredible entrepreneurial stories across candy and pet care, and one that’s all the more incredible because it’s so little-known! Sponsors: Vanta: https://bit.ly/acquiredvantaServiceNow: https://bit.ly/acquiredservicenow26Legora: https://bit.ly/acquiredlegoraStatsig: https://bit.ly/acquiredstatsig26Links: Hershey’s M&M response: Hershey-etsOur past episodes on Berkshire Hathaway, LVMH, and Novo NordiskWorldly Partners Multi-Decade Mars StudyEpisode sources Carve Outs: Dandelion Chocolate and the Dandelion Advent CalendarTesla Model Y + repair serviceSiloHome Alone More Acquired! Get email updates with hints on next episode and follow-ups from recent episodesJoin the SlackSubscribe to ACQ2Merch Store!© Copyright 2015-2026 ACQ, LLC ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

  • Noam Brown – Agent swarms, alignment, & recursive self-improvement

    4 days ago

    Noam Brown – Agent swarms, alignment, & recursive self-improvement

    New episode with Noam Brown. We talk about multi-agent, Navier-Stokes, and what the current explosion of maths progress tells us about what happens once you automate AI research. And we also discuss how we will know if the models are actually aligned before we kick off RSI. Watch on YouTube; read the transcript. Sponsors * Jane Street has been interested in AI for a lot longer than you’d think, and not just for trading. In 2011, a full year before AlexNet and over a decade before ChatGPT launched, they hosted the first FOOM Debate between Eliezer Yudkowsky and Robin Hanson on whether AI would lead to an intelligence explosion. Now Jane Street is revisiting the question with a new panel: Daniel Kokotajlo, Ege Erdil, Ryan Greenblatt, and Jaime Sevilla, hosted by Ron Minsky in San Francisco this October. I expect it to be a truly excellent conversation. Register at janestreet.com/dwarkesh * Grok Bot has made handing off work super easy. It runs on its own cloud computer, where it installs the tools it needs to handle tasks end-to-end. For the podcast, we use Grok Bot to help produce our videos. You may have noticed that our ads feature animations of real websites. Getting these pixel-perfect used to mean running a convoluted, multi-step workflow ourselves. Now we just let Grok Bot handle it. Best of all, Grok Bot has learned all of our specs and preferences, so we don’t have to redescribe the task each time! Try Grok Bot for yourself at x.ai/bot * Antithesis gives you the confidence of a giant test suite without actually having to write one. Say you’re doing a major backend refactor: building enough tests to trust it could take weeks. Antithesis solves this by running your software through countless simulated worlds, injecting faults and hunting for failures. On any PR, you can turn a dial to decide exactly how much testing you want. And because every run is fully deterministic, agents can branch off the moment a bug appears, rewind it, inspect memory, and replay it, all while the original test keeps running. Learn more at antithesis.com/dwarkesh Timestamps (00:00:00) – Multi-agent and Navier-Stokes (00:15:28) – How will AI firms work? (00:22:02) – What math progress tells us about recursive self improvement (00:40:22) – Hugging Face and alignment (01:01:18) – The internal/external model gap (01:08:34) – Chain of thought is degrading (01:14:12) – How will we know when alignment is solved? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dwarkesh.com

  • Duolingo CEO: AI Won't Take Your Job — But Someone Using It Will (And Here's What to Do Now) | Luis von Ahn

    10 Apr

    Duolingo CEO: AI Won't Take Your Job — But Someone Using It Will (And Here's What to Do Now) | Luis von Ahn

    📌 Try Granola — the AI notepad that turns meetings into action: https://www.granola.ai/marina or use code MARINA at checkout for 3 months free. Luis von Ahn built Duolingo into a company with 100M+ monthly active users and $1B in the bank — and he's never done a single layoff. While every other CEO is blaming AI for firing people, he's hiring more. In this episode, Luis breaks down exactly how his team used AI to build a chess course from scratch in 6 months — two people, no engineering background, no chess knowledge. It now has 7 million daily users. That's the real story of what AI can do for your career, if you know how to use it. We also get into: why "AI is taking your job" is mostly a lie companies tell to cover over-hiring, what happened when Duolingo's stock dropped 82% and why Luis has zero regrets, the one mindset shift that lets him not check the stock price every day, and his honest takes on which jobs are actually going away — translator, teacher, social media manager, strategist, project manager — gone in 5 years, gone in 10, or not going anywhere. If you're trying to figure out what to do with your career or business right now, this conversation will reset your thinking. Keywords: AI jobs future, career and AI, Duolingo CEO, Luis von Ahn, AI replacing jobs, future of work, AI startup, vibe coding, education AI, Silicon Valley Girl podcast More from the Silicon Valley Girl: Follow my Newsletter: ⁠⁠⁠https://siliconvalleygirl.beehiiv.com/⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/siliconvalleygirl/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@SiliconValleyGirl⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/in/marinamogilko⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠https://x.com/siliconvalleymm⁠⁠

  • How AI Is Rewriting the Power Law of Venture Capital

    10 Sept

    How AI Is Rewriting the Power Law of Venture Capital

    a16z’s Jen Kha and David George sit down with Accolade Partners’ Aram Verdiyan to discuss how AI is changing the power law of technology investing, why the largest companies can compound advantages in ways that weren’t possible before, and what that means for how investors construct portfolios. They explore why AI may be much bigger than traditional software, with applications reaching into labor, healthcare, transportation, services, and other major parts of the economy. David explains why capital itself can now reinforce an AI company’s advantage by buying more compute, while Aram makes the case that AI should increasingly be treated as a core allocation rather than a satellite position. The conversation also gets into the changing economics of venture and growth investing, how to distinguish real AI traction from early hype, what AI means for legacy software and private equity, and why some of the largest opportunities may still be ahead in robotics, autonomy, healthcare, energy, and physical infrastructure. Resources: Follow Aram Verdiyan on X: https://x.com/aramverdi Follow Jen Kha on X: https://x.com/jkhamehl Follow David George on X: https://x.com/DavidGeorge83   Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.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 a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  • A.I. Safety Goes Mainstream + a ‘Hard Fork’ Exit AMA

    3 days ago

    A.I. Safety Goes Mainstream + a ‘Hard Fork’ Exit AMA

    This week, we break down why everyone is suddenly talking about A.I. safety, why frontier A.I. companies are asking for regulation and why the Trump administration is rejecting them. And then, to close out this chapter of “Hard Fork,” we answer all your questions about the show, tech and what’s happening next.   Additional Reading: The A.I. Researcher Whose Rebellion Is Changing EverythingTop A.I. Leaders Call for Slowing Down A.I. DevelopmentPresident Trump Is on the Line About an A.I. SlowdownMark Zuckerberg Takes Aim at Anthropic in Debate Over A.I. SlowdownThe ‘But China!’ Dilemma Driving the A.I. Race  We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok.   Subscribe today at nytimes.com/podcasts or on Apple Podcasts, Spotify and Amazon Music. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  • Bill Gurley: Searching for Feynman

    3 days ago

    Bill Gurley: Searching for Feynman

    (0:00) Bill Gurley takes the stage at the All-In Summit (1:29) Bill's Presentation: Searching for Feynman Links to additional resources mentioned in talk and used in research:  https://www.p3.institute/searching_for_feynman_resource_links.html Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin   Follow Bill: https://x.com/bgurley 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/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

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