TBPN The Transformer Shortage, Uber's Autonomous Future, More Size Gongs, FAL Series B
Feb 13, 2025
The podcast opens with a look back at a young James Cameron's filmmaking journey. It dives into the critical shortage of transformers affecting various sectors, revealing the risks to national security. The conversation shifts to the exciting future of self-driving cars, emphasizing the competition between tech giants. There's also a deep exploration of innovative investments in FinTech and a highlight of inspiring immigrant success stories that showcase resilience and adaptability in the tech landscape.
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James Cameron's Self-Education
- James Cameron, at 20, couldn't afford film school, so he photocopied dissertations at USC's library.
- This self-education, while driving a truck, cost him a few hundred dollars but provided invaluable film knowledge.
Mercury's Rise and Valuation
- Mercury likely benefited from the Silicon Valley Bank crisis, onboarding many new customers.
- Their high profitability is discounted due to reliance on interest rate yields, a factor influenced by the Fed.
FAL's Rapid Growth
- FAL, a generative media platform, achieved remarkable revenue growth, going from $1 million to $40 million ARR in one year.
- Their focus on performance and reliability has attracted major clients like Quora, Canva, and Amazon Ads.