SemiAnalysis methodology: satellites to permits

Sign up for TBPN’s daily newsletter at TBPN.com

• (02:19) - Tim Cook's Retirement Rumors
• (09:11) - AI Needs a (Steve) Jobs
• (24:54) - Meta Announces Nuclear Partnerships
• (29:45) - Can AI Solve the Recycling Crisis?
• (37:51) - a16z's $15B Raise
• (45:14) - 𝕏 Timeline Reactions
• (01:07:25) - WSJ Mansion Section
• (01:28:29) - Jeremie Eliahou is a technology analyst at Semianalysis, where he focuses on semiconductors, AI hardware, and datacenter infrastructure. His work is known for deep technical rigor and clear analysis of GPU roadmaps, compute economics, and industry supply chains.
• (02:01:29) - Jen Kha, Operating Partner and Head of Investor Relations at Andreessen Horowitz, discussed the firm's recent $15 billion fundraise, highlighting the rapid three-month oversubscription driven by strong LP conviction in the AI super cycle. She emphasized the firm's decentralized structure, with specialized funds and teams, allowing nimble operations despite its 600+ employees. Kha also noted that while LPs seek liquidity, they prefer to retain stakes in high-performing companies, choosing to ride their winners rather than cash out prematurely.
• (02:16:40) - Alex Rampell, a General Partner at Andreessen Horowitz, is a serial entrepreneur who co-founded companies like Affirm and TrialPay. In the conversation, he discusses his entrepreneurial journey, the importance of understanding industry history, and the role of AI in creating defensible business models. He emphasizes that successful entrepreneurs can effectively mobilize resources, possess deep industry knowledge, and are driven by motivations beyond financial gain.
• (02:32:29) - David George, a General Partner at Andreessen Horowitz, discusses the firm's consistent growth investment strategy, emphasizing a focus on exceptional companies and founders with ambitious visions. He observes a post-COVID shift in founder psychology towards a more intense work ethic, contributing to rapid company growth, particularly in AI-driven sectors. George also notes the rational trend of companies remaining private longer, benefiting from a robust private market and avoiding public market volatility.
• (02:38:51) - Ben Horowitz, co-founder of venture capital firm Andreessen Horowitz, discusses the enduring challenges of entrepreneurship, emphasizing that despite technological advancements, the fundamental difficulties remain constant. He highlights the firm's evolution to address the expanding tech industry by creating specialized teams focused on areas like AI and crypto, ensuring comprehensive market coverage. Horowitz also reflects on the nature of market bubbles, noting that widespread denial of a bubble's existence often precedes its burst, contrasting past and present market conditions.

TBPN.com is made possible by: 

Ramp - https://Ramp.com

AppLovin - https://axon.ai

Cognition - https://cognition.ai

Console - https://console.com

CrowdStrike - https://crowdstrike.com

ElevenLabs - https://elevenlabs.io

Figma - https://figma.com

Fin - https://fin.ai

Gemini - https://gemini.google.com

Graphite - https://graphite.com

Gusto - https://gusto.com/tbpn

Labelbox - https://labelbox.com

Lambda - https://lambda.ai

Linear - https://linear.app

MongoDB - https://mongodb.com

NYSE - https://nyse.com

Phantom - https://phantom.com/cash

Plaid - https://plaid.com

Public - https://public.com

Railway - https://railway.com

Ramp - https://ramp.com

Restream - https://restream.io

Shopify - https://shopify.com

Turbopuffer - https://turbopuffer.com

Vanta - https://vanta.com

Vibe - https://vibe.co

Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235

https://www.youtube.com/@TBPNLive