My second conversation with Sarah Guo (@saranormous), founder of Conviction. Sarah's been early to many of this generation's defining companies, and is constantly ranked at the top of the managers LPs most want to invest with. She knows the small group of 250 people pushing the…↗

Neil Movva (@neilmovva) started his career at Nvidia, working on GPUs and kernels, and has an unusually deep understanding of inference, from software to chips to power. We spend a lot of time on each of those layers, how they connect, and where the important tradeoffs are. Wha…↗

My conversation with Sam Altman (@sama), CEO of OpenAI. We discuss: - Kimi, distillation, and open source - OpenAI's compute bets - The Hugging Face incident - What happens after AGI - Raising kids in an age of abundant intelligence - And much more Enjoy! TIMESTAMPS 0:00 Intro…↗

This is my sixth conversation with @GavinSBaker. As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers. We discuss: - Why the wafer shortage may prevent an AI bubble - Data centers in space (reframed) - Elon's Terafab and…↗

Krishna Rao is the CFO of Anthropic, and this is his first podcast appearance. He joined the company two years ago when run-rate revenue was about $250M. Today it is $30B. He has helped raise ~$75B and is responsible for the procurement and allocation of compute. I feel lucky w…↗

What is a stock/company that you know well that you can’t believe is down as much as it is?↗

If you were compiling a set of topics you’d want every investment analyst to learn, what would be on the list?↗

What is the most clever customer acquisition strategy you’ve ever seen?↗

How did @github “win” as the default platform for projects and developers? What early choices or strategies were most responsible for it winning?↗