Silicon Valley vs The Vatican, Bryan Johnson’s Shroom Trip | Soren Monroe-Anderson, Jeff Miller, Kaz Nejatian, Paul Needham, Jordan Nanos, Isaiah Taylor, Hayden Adams, Grant Lee
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Market Takes: AI Apps, MicroStrategy, and Timelines
Hosts debate app‑layer risks vs. foundation models, MicroStrategy notes, and timeline takes for AI and infrastructure.
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Episode notes
- (00:49) - Silicon Valley vs The Vatican
- (39:37) - Reacting to Bryan Johnson’s Trip
- (44:46) - 𝕏 Timeline Reactions
- (01:00:10) - Soren Monroe-Anderson, CEO and co-founder of Neros Technologies, a U.S.-based defense tech company specializing in unmanned aerial systems, announced a $75 million Series B funding led by Sequoia Capital. He discussed Neros' focus on producing low-cost, high-impact FPV drones for military applications, emphasizing the importance of a China-free supply chain and domestic manufacturing. Monroe-Anderson highlighted the critical role of FPV drones in modern warfare, particularly in Ukraine, and Neros' commitment to scaling production to meet growing demand.
- (01:34:43) - Jeff Miller, Vice President of Marketing at Anduril Industries, has a rich background in advertising and marketing, including roles at Ogilvy, PepsiCo, and Snap Inc. In the conversation, he discusses his journey to Anduril, emphasizing the company's mission-driven culture and innovative marketing strategies, such as the "Don't Work at Anduril" campaign designed to attract like-minded talent. Miller also highlights Anduril's approach to brand storytelling, focusing on clarity and authenticity to resonate with both potential employees and the broader public.
- (02:06:59) - 𝕏 Timeline Reactions
- (02:17:25) - Kaz Nejatian, the newly appointed CEO of Opendoor Technologies, brings a wealth of experience from his previous roles as COO and VP of Product at Shopify, and product leadership positions at Meta. In his recent conversation, Nejatian emphasized his commitment to leveraging artificial intelligence to simplify and expedite the home buying and selling process, aiming to make it more certain for consumers. He also highlighted the importance of operational efficiency and product innovation in achieving these goals.
- (02:43:55) - Paul Needham, CEO of The Infatuation, discusses the company's recent "Best New Restaurants" campaign, highlighting top dining spots across the U.S. and London, and shares insights into current dining trends, including the impact of economic factors on the restaurant industry and the rise of non-alcoholic beverages.
- (02:55:33) - Jordan Nanos, a member of the technical staff at SemiAnalysis, discusses the latest findings from ClusterMAX 2.0, an evaluation of GPU cloud providers. He highlights the emergence of new companies like CoreWeave, Navia, Slamda, FluidStack, and Crusoe, which are gaining market share from traditional providers such as AWS, Azure, GCP, and Oracle. Nanos emphasizes that not all GPUs are deployed equally, and the choice of provider significantly impacts AI transactions, underscoring the importance of selecting the right GPU provider for critical AI workloads.
- (03:14:45) - Isaiah Taylor, founder and CEO of Valar Atomics, discusses the company's recent $130 million Series A funding round, which will enable them to activate their nuclear reactor prototype built during their earlier $19 million seed round. He emphasizes the importance of reducing energy costs by mass-producing standardized reactors, aiming to make energy ten times cheaper than current rates. Taylor also highlights the technical challenges ahead, focusing on the need for rapid iteration and testing to successfully deploy their reactors and meet the growing demand for affordable energy.
- (03:28:09) - Hayden Adams, founder and CEO of Uniswap Labs, discusses the activation of protocol fees on the Uniswap platform, a move aimed at generating revenue for the Uniswap DAO. He emphasizes the importance of decentralization and transparent financial infrastructure, highlighting Uniswap's role in pioneering decentralized finance. Adams also addresses regulatory challenges faced by crypto companies in the U.S., expressing hope for clearer regulations that recognize the unique nature of decentralized protocols.
- (03:41:37) - Grant Lee, co-founder and CEO of Gamma, an AI-powered content creation platform, discusses the company's recent $68 million Series B funding led by Andreessen Horowitz, valuing Gamma at $2.1 billion. He highlights Gamma's profitability over the past two years, achieving $100 million in annual recurring revenue with a lean team of 50 employees. Lee attributes their success to early development of innovative editing tools and seamless integration of AI, enabling users to create presentations efficiently, and emphasizes the platform's organic virality and plans to expand through API partnerships.
- (03:50:00) - 𝕏 Timeline Reactions
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