Crémieux & Kian on Nucleus Genomics, Michael Kratsios on Genesis, Nvidia Responds to TPU Progress | Kian Sadeghi, Joe Weisenthal, Sebastian Siemiatkowski, David Faugno, Keller Rinaudo, Royce Branning
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Debt, financing, and risk in AI infrastructure
Joe analyzes the rise of debt, CDS signals, and financing risks for AI/data-center projects.
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Episode notes
- (01:53) - 𝕏 Timeline Reactions
- (13:14) - Nvidia Responds to TPU Sales
- (22:15) - Trump Launches Genesis
- (25:40) - Trait-Based Embryo Selection Ethics Breakdown
- (45:17) - Cremieux, a critic of Nucleus Genomics' embryo selection product, discusses the company's misleading claims about their technology's capabilities, particularly in predicting complex traits like intelligence and appearance. He highlights the scientific implausibility of their assertions, noting that their methods cannot reliably predict such traits, and expresses concern over the ethical implications of offering parents a false sense of control over their future children's genetics. Cremieux also points out the potential harm in promoting a product that lacks scientific validation, emphasizing the need for transparency and accuracy in genetic testing services.
- (01:05:01) - Kian Sadeghi, founder and CEO of Nucleus, a company specializing in consumer genetic testing and analysis, discusses the transparency and accessibility of Nucleus's scientific models, emphasizing that their science is public and available for independent evaluation. He addresses concerns about the authenticity of customer reviews, explaining that due to HIPAA regulations, real patient names and images cannot be disclosed, and acknowledges the need to update their website to clarify the use of anonymized information. Sadeghi also highlights the evolving nature of genetic models, noting that updates are part of their commitment to providing accurate and up-to-date information to patients.
- (01:28:58) - Joe Weisenthal, born September 2, 1980, in Detroit, Michigan, is an American journalist and television presenter, currently serving as the executive editor of news for Bloomberg's digital brands and co-host of the "Odd Lots" podcast. In the conversation, he discusses the prolonged timeline before AI and robotics significantly impact sectors like elder care, referencing Honda's Asimo robot's initial promise to assist the elderly. He also addresses the shift in tech financing from venture capital to substantial debt, highlighting concerns over managing this debt and the implications of credit default swaps on major companies like Oracle. Additionally, Weisenthal critiques Nvidia's public responses to competitors, suggesting that confident companies typically avoid commenting on rivals, and reflects on Nvidia's rapid ascent from a successful chipmaker to one of the world's largest companies.
- (01:59:49) - Michael Kratsios, the 13th Director of the White House Office of Science and Technology Policy, discusses the Genesis Mission, a national initiative launched by President Trump to accelerate scientific discovery through artificial intelligence. He emphasizes the collaboration between national laboratories, universities, and tech companies to create a centralized digital platform that leverages federal scientific datasets, aiming to automate experiment design and significantly shorten discovery timelines.
- (02:26:28) - Sebastian Siemiatkowski, co-founder and CEO of Klarna, discusses the company's launch of KlarnaUSD, a U.S. dollar-backed stablecoin, marking a significant shift from his previous skepticism toward cryptocurrencies. He highlights that KlarnaUSD aims to reduce costs and increase efficiency in cross-border payments by leveraging the Tempo blockchain developed by Stripe and Paradigm. Siemiatkowski emphasizes that this initiative reflects Klarna's commitment to innovation and its ambition to challenge traditional payment networks by offering faster and more affordable services to consumers and merchants.
- (02:38:09) - David Faugno, CEO of 1Password, discusses the company's growth to over $400 million in annual recurring revenue, with nearly 80% of business coming from enterprise customers. He highlights 1Password's initiatives in AI integration, including partnerships with Perplexity's Comet browser and OpenAI's ChatGPT Atlas, to enhance secure usage of AI tools. Faugno also emphasizes the importance of credential hygiene in the face of increasing security threats and shares personal insights into his preference for fly fishing in Utah and Montana.
- (02:50:59) - Keller Rinaudo, co-founder and CEO of Zipline, announced a $150 million contract with the U.S. State Department to expand Zipline's autonomous drone delivery network across Africa, aiming to serve over 15,000 health facilities and reach an additional 130 million people. He highlighted the shift towards "Commercial Diplomacy," emphasizing partnerships that foster trade and technological collaboration rather than traditional aid. Rinaudo also discussed Zipline's rapid growth in the U.S., noting record-breaking delivery volumes and the transformative impact of their services on customer behavior and local economies.
- (03:08:11) - Royce Branning, co-founder and CEO of Clearspace, discusses the company's mission to help individuals reduce screen time by providing tools that enhance intentionality in technology use. He highlights the asymmetry in the battle for attention online and emphasizes equipping consumers with the ability to steer their focus and protect their family's attention. Branning also introduces Clearspace's new screen time agents that operate at the network layer, offering comprehensive visibility and control over device usage across all platforms.
- (03:19:18) - 𝕏 Timeline Reactions
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