Davos Prints Cash, Private Credit Exits, Capital One Acquires Brex | Cathie Wood, Keller Cliffton, Jake Cooper, Joe Weisenthal, Coldhealing, Pedro Franceschi, Delian Asparouhov
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Anthropic margins and inference costs
Hosts discuss Anthropic's gross margins, inference costs, and potential optimization strategies.
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- (02:40) - How Davos Makes Half a Billion in Revenue
- (10:42) - 𝕏 Timeline Reactions
- (31:18) - Private-Credit Investors Cash Out
- (34:20) - 𝕏 Timeline Reactions
- (45:08) - Apple to Rebuild Siri
- (59:51) - Keller Rinaudo Cliffton, CEO and co-founder of Zipline, announced the company's recent $600 million funding round, elevating its valuation to $7.6 billion, and plans to expand autonomous delivery services to Houston and Phoenix in early 2026. He highlighted Zipline's rapid growth, with U.S. deliveries increasing approximately 15% week over week for the past seven months, and the company's milestone of surpassing two million commercial deliveries. Cliffton also discussed the development of Zipline's next-generation aircraft, EV3, which offers significant performance improvements at half the cost, and emphasized the company's commitment to integrating autonomous logistics into everyday life across diverse climates and urban environments.
- (01:17:10) - Jake Cooper, CEO of Railway, a software deployment platform, discusses the company's recent $100 million funding round aimed at building data centers and simplifying software development. He highlights the evolving role of developers, emphasizing that advancements are enabling a broader range of individuals, including designers and managers, to ship code efficiently. Cooper also shares insights on internal organizational changes, noting that enhanced tools have significantly accelerated project development, leading to what he terms "Agent Speed" within the company.
- (01:33:31) - Joe Weisenthal is an American journalist and podcaster, serving as the executive editor of news for Bloomberg's digital brands and co-hosting the "Odd Lots" podcast. In the conversation, he discusses Canadian Prime Minister Mark Carney's speech at the World Economic Forum in Davos, where Carney declared the old world order is "not coming back" and emphasized that "middle powers must act together because if we're not at the table, we're on the menu." Weisenthal also explores China's economic strategies, noting their ambition to move beyond being the world's factory by increasing domestic consumption and addressing global concerns about their manufacturing dominance.
- (02:01:47) - Coldhealing is a TikTok anthropologist and self-described "dark statistician" based in New York City. In the conversation, he discusses his approach to curating and sharing emerging internet culture, particularly on TikTok, emphasizing the importance of documenting online trends that traditional institutions may overlook. He also reflects on the evolution of "Day in the Life" videos, noting a shift from aspirational portrayals to more mundane representations, and shares his experiences with generative AI content, observing its growing presence on platforms like Instagram Reels and its varying reception among audiences.
- (02:23:37) - Capital One Goes Big on Brex
- (02:27:30) - Cathie Wood, founder and CEO of ARK Invest, is renowned for her focus on disruptive innovation in sectors like AI, robotics, and blockchain. In the conversation, she emphasizes AI as a major catalyst for innovation, discusses ARK's unique research approach centered on converging technologies, and highlights the importance of proactive AI integration for enterprises to remain competitive.
- (03:03:29) - Jon Caramanica, a pop music critic at The New York Times and co-host of the "Popcast" podcast, discusses the integration of AI in music production, noting its increasing use in songwriting and vocal processing. He draws parallels to historical technological shifts in music, such as Bob Dylan's transition to electric guitar and the adoption of Auto-Tune, suggesting that initial resistance to AI may diminish over time. Caramanica also expresses concern that AI-generated music could lead to more passive listening habits, as audiences might become less attentive to the authenticity and creativity of the music they consume.
- (03:18:21) - Pedro Franceschi, co-founder and CEO of Brex, announced a historic $5.15 billion merger between Brex and Capital One, highlighting the synergy between Brex's innovative financial services platform and Capital One's extensive scale and resources. He emphasized that the partnership aims to accelerate growth and product development, while maintaining Brex's operational independence to continue delivering cutting-edge solutions to businesses. Franceschi also expressed his commitment to leading Brex through this new phase, underscoring the shared vision and ambition of both founder-led companies.
- (03:29:09) - Delian Asparouhov, a Partner at Founders Fund and Co-Founder of Varda Space Industries, discusses the cultural differences between Ramp and Brex, emphasizing how early company decisions shape long-term focus and success. He highlights Ramp's commitment to saving customers time and money through product innovation, contrasting it with Brex's initial emphasis on rapid market expansion. Asparouhov also underscores the importance of maintaining focus to build a monopoly, noting that the current market conditions present Ramp with a unique opportunity to dominate the enterprise corporate spend sector.
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