The Future of AI Venture Capital

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Daniel Gross is trying to preempt Y Combinator by getting to startups before they do. So if you're an AI entrepreneur, why would you go to YC when you could go to this? Now everybody doesn't need access to them. It's probably one in 25 startups need access to GPUs directly like that. The other 24 can just use, you know, hit an API and use Chatshi before's API or use Google's API as well.

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Today’s show:

Jason breaks down investors and companies using the GPU shortage as leverage to invest in AI startups (1:33) before discussing Microsoft’s run-in with EU regulators over bundling Teams into its Office suite (28:53). They wrap on the FTC's loss in its quest to stop Microsoft's Activision Blizzard acquisition, and Lina Khan’s track record as FTC chair (37:58).

Time stamps:

(0:00) Nick joins Jason

(1:33) Nvidia’s GPU leverage

(9:48) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist

(11:07) CoreWeave’s pivot & the pros and cons of WFH

(19:28) OpenPhone - Get 20% off your first six months at https://openphone.com/twist

(20:54) Daniel Gross and Nat Friedman’s GPU play

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(28:53) Microsoft’s run-in with EU regulators over bundling

(37:58) FTC loses cases against Microsoft and Activision Blizzard merger

(46:37) Lina Khan’s track record as the head of the FTC

Follow Nick: https://twitter.com/nickcalacanis