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OpenAI’s $1T Buildout, Trump–xAI Alliance | Delian Asparouhov, Garrett Langley, Matan Grinberg, Francis Pedraza, David Paffenholz

27 snips
Sep 25, 2025
Delian Asparouhov, a Principal at Founders Fund and co-founder of Varda Space Industries, shares insights on reshoring industrial processes, spotlighting the TSMC Arizona semiconductor project. Garrett Langley, CEO of Flock Safety, discusses how drone technology helps law enforcement tackle crime effectively. Matan Grinberg, CEO of Factory, announces a significant $50M funding round for their AI-driven software engineering agents. The conversation dives into innovative approaches and the future of technology in various industries.
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INSIGHT

OpenAI's Staggering Compute Ambition

  • Sam Altman projects OpenAI may need enormous compute (250 GW by 2033), reshaping infrastructure and power demand.
  • That scale implies trillions in buildout and could materially change national energy and industrial planning.
INSIGHT

Letter-Of-Intent Dealmaking Normalized

  • Deals in AI are now frequently non-binding letters of intent and founder-to-founder arrangements.
  • This new dealmaking style speeds PR but increases uncertainty around deal completion.
ANECDOTE

LOIs Can Bootstrap Moonshot Funding

  • Blake from Boom used a non-binding $2B LOI from Virgin at YC Demo Day to signal market demand.
  • The LOI helped attract investor confidence despite limited product traction.
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