China's Acquisition Spree, TikTok's Survival Deal, Intel Slips | Tuhin Srivastava, Bryce Strauss, Max Spero, Russ d'Sa
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LiveKit's Product and Capital Plans
Russ outlines LiveKit's roadmap: full voice stack, developer education, and selective infrastructure investment.
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- (02:08) - What China Actually Imports from the West
- (11:58) - Sony and TCL Form Alliance
- (17:08) - 𝕏 Timeline Reactions
- (21:19) - TikTok Deal
- (31:41) - Tech Giants Hit by Spying
- (34:36) - 𝕏 Timeline Reactions
- (43:02) - Google and Epic Games Settle
- (46:21) - Crypto Prepares for Quantum Threats
- (49:20) - 𝕏 Timeline Reactions
- (01:00:34) - Tuhin Srivastava is the CEO and co-founder of Baseten, an AI inference company that has experienced significant growth, raising $150 million at a $2.15 billion valuation. He discusses the rapid adoption of AI models by enterprises, emphasizing the importance of infrastructure to support scalable and efficient AI applications. Srivastava also highlights the challenges enterprises face in deploying custom models and the role of companies like Baseten in facilitating this transition.
- (01:17:17) - Bryce Strauss, co-founder of Nominal, discusses the company's partnership with Pratt Miller Motorsports, emphasizing the integration of Nominal's engineering software into the team's race operations. He highlights the challenges of endurance racing, such as managing fuel consumption and data analysis, and explains how Nominal's platform aids in optimizing performance through real-time telemetry and decision-making. Strauss also notes the broader applications of their technology across industries like aerospace and defense, underscoring its versatility in handling complex engineering problems.
- (01:30:48) - Max Spero, co-founder and CEO of Pangram Labs, discusses the company's mission to detect AI-generated content and its rapid growth since launching a Twitter bot in late 2025. He highlights partnerships with platforms like Quora to maintain content authenticity and addresses challenges posed by AI-generated misinformation, emphasizing the importance of accurate detection tools to preserve the integrity of online information.
- (01:50:59) - Russ d'Sa, CEO of LiveKit, discusses the company's recent achievement of becoming a unicorn with a $100 million Series C funding round, valuing the company at $1 billion. He attributes this success to the rapid growth of voice AI and LiveKit's pivotal collaboration with OpenAI on ChatGPT's voice mode, which transformed their focus from video conferencing infrastructure to AI. D'sa emphasizes the importance of user experience in voice AI, noting that personal assistants should exhibit human-like empathy, while B2B applications prioritize reliability and efficiency.
- (02:07:39) - WSJ Mansion Section
- (02:18:55) - 𝕏 Timeline Reactions
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