The Slow Hunch

Nick Grossman
The Slow Hunch

The Slow Hunch explores how big ideas form over long periods of time. Big innovations are often characterised as single “eureka” moments, when in fact they're often the culmination of many smaller ideas coalescing over a long period of time. On this podcast, USV's Nick Grossman explores how those ideas took shape, and the nonlinear paths of the people behind them.

单集

  1. 8月2日

    Muneeb Ali (Co-founder of Stacks)

    In this episode, I spoke to Muneeb Ali, the co-founder of Stacks — a Bitcoin L2 that aims to make BTC more programmable and scalable.  At USV, we originally backed Muneeb and his co-founder Ryan Shea back in 2014. Our shared hypothesis was that Bitcoin had the potential to impact more than just finance—it could be a new foundation for the internet itself.  Of course, this idea wasn't as obvious back then. In my conversation with Muneeb, we used his personal and professional journey to trace the origins of this idea—starting with his PhD in computer science at Princeton leading up to his fascination with Bitcoin and work on Stacks today.  Muneeb offers insights into the technical and cultural challenges of innovating within the Bitcoin ecosystem, and shares his vision of a future where BTC serves as the foundation for the next generation of decentralized applications. Chapters: 00:00:00 Cold open00:01:35 Muneeb's background in computer science and peer-to-peer systems research00:06:29 Transitioning from academia to entrepreneurship00:09:00 The "aha moment" - Bitcoin solving the global state problem00:11:16 Evolution of Muneeb's vision for Bitcoin00:15:00 Comparing different approaches to blockchain architecture00:22:48 The current landscape of blockchain ecosystems00:26:29 Challenges of building on Bitcoin and navigating community resistance00:29:43 The Stacks Nakamoto upgrade and its potential impact00:32:44 Decentralization versus user experience00:37:38 Future vision for Bitcoin L2s and a decentralized internet ————— The Slow Hunch is produced by the team at Spectral.

    1 小时 6 分钟
  2. 6月4日

    Fraser Kelton (GP at Spark Capital, former Head of Product at OpenAI)

    I spoke to Fraser Kelton, General Partner at Spark Capital and the former Head of Product at OpenAI. Fraser played a key role in the launch of ChatGPT, which is widely considered AI's "iPhone moment." Before his stint at OpenAI, Fraser built Koko, a platform that was initially built to provide cognitive behavioral therapy at scale, transitioned to AI-driven online content moderation, and eventually acquired by Airbnb in November 2018.  At Airbnb, as Fraser experimented with early models like BERT and GPT-2 to scale Koko's content moderation efforts, he realized that transformer models could "turn all of the internet into training data," dramatically accelerating the progress of AI. Fraser cold emailed Ilya Sutskevar and ended up joining OpenAI—helping them transition from a research lab into a company that ships compelling consumer and enterprise products. He offered a behind-the-scenes look at the development of GPT-3 and ChatGPT, and the decisions that led up to their release. Looking ahead, Fraser discussed how transformer architectures could be applied to biology, disrupting traditional medicine as we know it. He spoke about how we are overestimating the short-term impact of AI, and under-appreciating the scale of change over the next 10-30 years. Throughout his career, Fraser has been driven by a mission to support brilliant technologists in creating a better future. His insights offer a glimpse into the past, present, and future of AI at a pivotal moment in the technology's development. Enjoy! Chapters 00:00:00 Cold open00:02:56 Fraser's background as a founder and at OpenAI00:04:33 The origin story of Koko and online cognitive behavioral therapy00:10:22 Koko’s pivot to content moderation00:13:15 Playing with BERT and GPT-2 at Airbnb00:28:00 Cold emailing Ilya Sutskevar and joining OpenAI00:35:00 The cultural moment of ChatGPT's launch00:42:20 Overestimating short-term impact and underestimating the long-term potential of AI00:44:13 The transformative potential of AI in biology and medicine00:48:02 Supporting brilliant technologists to create a better future————— The Slow Hunch is produced by the team at Spectral.

    51 分钟
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The Slow Hunch explores how big ideas form over long periods of time. Big innovations are often characterised as single “eureka” moments, when in fact they're often the culmination of many smaller ideas coalescing over a long period of time. On this podcast, USV's Nick Grossman explores how those ideas took shape, and the nonlinear paths of the people behind them.

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