Davos Reactions, Waymo’s Safety Case, Czinger 21C Hypercar Tour | Martin Shkreli, Bradley Tusk, Lukas Czinger, Andy McCune, Michael Broukhim, Aaron Katz
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Netflix-Warner: all-cash deal and media strategy
Hosts break down Netflix's revised all-cash offer for Warner, financials, CNN performance, and private equity interest.
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- (03:15) - Davos Reactions
- (25:17) - Waymo Safety
- (39:51) - Netflix's All-Cash Warner Deal
- (47:58) - OpenAI & ServiceNow Partner
- (52:31) - SAAS Sales in Japan
- (57:30) - Martin Shkreli, an American investor and former pharmaceutical executive, gained notoriety for significantly increasing the price of the antiparasitic drug Daraprim in 2015. In the conversation, he discusses his new role as a father, his company's recent $5 million seed funding, and his views on remote work, emphasizing the importance of in-person collaboration. He also touches on topics like prediction markets, the valuation of private companies, and the potential of photonic computing in drug discovery.
- (01:36:45) - Bradley Tusk is an American venture capitalist, political strategist, and author, known for founding Tusk Ventures and Tusk Strategies, and for his role as Uber's first political advisor. In the conversation, Tusk discusses his ownership of P&T Knitwear, an independent bookstore on New York City's Lower East Side, which also features a podcast studio and event space. He shares the inspiration behind the store's name, honoring his grandfather's 1950s knitwear business, and reflects on the challenges of running a bookstore in the current economic climate.
- (02:04:04) - Czinger 21C Hypercar Tour
- (02:20:59) - Lukas Czinger, co-founder and senior vice president of Czinger Vehicles and Divergent 3D, discusses the development of the 21C hypercar, emphasizing its innovative use of AI-driven design and 3D printing technologies. He highlights the car's impressive performance, including setting multiple track records, and its unique features such as the tandem seating arrangement and hybrid powertrain. Czinger also touches on the broader applications of their manufacturing system beyond automotive, including defense and aerospace industries.
- (02:36:21) - Andy McCune, co-founder of Cosmos, a visual search engine for creatives, discusses the platform's growth, including a recent $15 million Series A funding round, and its commitment to championing human creativity by allowing users to choose whether to view AI-generated content. He highlights the platform's collaborative features, such as clusters for organizing and sharing content, and its appeal to both professional designers and Gen Z users who enjoy mood boarding for personal inspiration. McCune also touches on future monetization strategies, focusing on serving creative teams and integrating commerce through inspiration-driven shopping experiences.
- (02:51:47) - Michael Broukhim, co-founder of FabFitFun and an active angel investor, has launched Deep33 Ventures, a $150 million deep-tech fund focusing on the U.S.-Israel corridor. In the conversation, he discusses the fund's emphasis on sectors like quantum computing, AI infrastructure, and energy, highlighting the unique opportunities within Israel's deep-tech ecosystem. Broukhim also elaborates on the fund's expert-first model, involving partners with domain expertise in key technological areas, and the strategic importance of fostering collaborations between U.S. and Israeli innovations to address global infrastructure challenges.
- (03:01:02) - Aaron Katz is the co-founder and CEO of ClickHouse, Inc., a company specializing in real-time analytics and data warehousing. He discusses the company's strong performance as the fiscal year concludes, emphasizing ClickHouse's pivotal role in AI workflows, with major AI companies like OpenAI and Anthropic utilizing their database solutions. Katz highlights the shift towards real-time analytics, noting that users now expect immediate insights, and shares that ClickHouse's engineering team, originating from Yandex, has developed a highly scalable and efficient database system.
- (03:16:53) - 𝕏 Timeline Reactions
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