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Dave Blundin

Founder and GP of Link Ventures and recurring co-host on the show; provides venture, infrastructure, and investment perspective on AI, data centers, and technology trends.

Top 10 podcasts with Dave Blundin

Ranked by the Snipd community
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777 snips
Nov 22, 2025 • 1h 42min

AI This Week: NVIDIA’s Record Revenue, Elon’s Data Centers in Space & Gemini 3’s Insane Performance w/ Salim Ismail, Dave Blundin & Alexander Wissner-Gross | EP #210

This week, venture investor Dave Blundin, renowned physicist Dr. Alexander Wissner-Gross, and entrepreneur Salim Ismail dive deep into the rapid advancements in AI and technology. They discuss NVIDIA's monumental $57 billion quarter and its implications for the future of AI compute. The guests unpack Elon Musk's ambitious vision for orbiting data centers and the challenges of cooling technology in space. They also explore the rising AI ambitions of Saudi Arabia and the intense competition in the U.S. for AI infrastructure, highlighting innovations in robotics and energy solutions.
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701 snips
Dec 13, 2025 • 2h 3min

GPT 5.2 Release, Corporate Collapse in 2026, and $1.1M Job Loss w/ Alexander Wissner-Gross, Salim Ismail & Dave Blundin | EP #215

In this insightful discussion, Alexander Wissner-Gross, a computer scientist and AI expert, explores the rapid advancements in GPT-5.2 and its implications for knowledge work automation, predicting a tipping point for 44 occupations. Venture investor Dave Blundin highlights the urgent need for companies to partner with AI-native firms or risk collapse by 2026. Exponential organizations expert Salim Ismail emphasizes the importance of reskilling and cultural transformation within organizations to adapt to the AI landscape.
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595 snips
Nov 17, 2025 • 1h 49min

The AI Wealth Gap: Why 40x Deflation Changes Everything w/ Dave Blundin, Salim Ismail, Dr. Alex Wissner-Gross | EP #208

Dave Blundin, a venture investor focused on AI business models, joins Salim Ismail, founder of OpenExO and expert on societal impact, along with Dr. Alexander Wissner-Gross, a computer scientist analyzing AI architectures. They delve into Anthropics' rise in enterprise APIs and discuss high-margin strategies versus growth-first models. The conversation also explores AI's role in addressing global economic issues, the importance of regulatory changes, and innovations in continual learning. Together, they envision the future of AI's impact on society and potential breakthroughs in science.
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552 snips
Oct 27, 2025 • 1h 46min

The OpenAI Internet Browser Has Arrived: ChatGPT Atlas w/ Dave Blundin & Alexander Wissner-Gross | EP #203

Joining the discussion are Alexander Wissner-Gross, a pioneering computer scientist and founder focused on AI, and Dave Blundin, an investor with a knack for AI infrastructure. They delve into the fascinating launch of OpenAI's ChatGPT Atlas, exploring its chat, memory, and agent features while weighing its implications for privacy and competition with Google. The conversation also touches on the automation of landfill sorting, the rise of robots in everyday life, and how AI advancements are shaping the future across various sectors.
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492 snips
Nov 20, 2025 • 1h 32min

AI Roundtable: What Everyone Missed About Gemini 3 w/ Salim Ismail, Dave Blundin & Alexander Wissner-Gross | EP #209

In this insightful discussion, guests Salim Ismail, Alexander Wissner-Gross, and Dave Blundin delve into the impactful launch of Gemini 3. Salim, a visionary entrepreneur, emphasizes the societal implications of AI, while Alex, a computer scientist, illustrates Gemini's impressive multimodal features and coding abilities. Dave, a venture capitalist, offers insights on the commercialization of AI, especially in creating zero-employee businesses. The trio also explores the future of AGI, economic transformation through AI, and exciting advancements in automated shopping and gaming.
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463 snips
Dec 9, 2025 • 2h 1min

US vs. China: Why Trust Will Win the AI Race | GPT-5.2 & Anthropic IPO w/ Emad Mostaque, Salim Ismail, Dave Blundin & Alexander Wissner-Gross | EP #214

In this engaging discussion, AI experts Emad Mostaque, founder of Intelligent Internet, and Alexander Wissner-Gross, a computer scientist from Reified, explore the competitive dynamics between the U.S. and China in AI technology. They delve into the anticipated capabilities of GPT-5.2 and the factors influencing Anthropic's potential IPO. Salim Ismail shares insights on how trust will dictate AI adoption, while Dave Blundin highlights the booming demand for AI education and related job opportunities in sectors like data center construction.
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434 snips
Jan 27, 2026 • 1h 51min

Claude Code Ends SaaS, the Gemini + Siri Partnership, and Math Finally Solves AI | #224

Dave Blundin, founder and GP at Link Ventures reporting from Davos with investment perspective. Dr. Alexander Wissner-Gross, computer scientist and founder of Reified offering technical analysis. Salim Ismail, founder of OpenExO and exponentials strategist on organizational change. They discuss autonomous code agents and the fate of SaaS. They unpack Gemini powering Siri and universal commerce. They explore AI solving hard math and its scientific ripple effects.
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430 snips
Jan 29, 2026 • 1h 59min

Cathie Wood's 2026 Vision: 7% GDP Growth, Rising AI Demand, US vs. China, Robotaxis, and Bitcoin w/ Salim Ismail, AWG & Dave Blundin | EP #226

Cathie Wood, ARK Invest founder and innovator in disruptive research. Dr. Alexander Wissner-Gross, computer scientist and founder of Reified offering technical AI perspective. Dave Blundin, venture investor and Link Ventures founder tracking deep tech deals. They tackle AI’s collapsing inference costs and surging demand. They debate 7% GDP growth from tech convergence, US vs China investment dynamics, robotaxis and autonomous delivery, and Bitcoin’s evolving role.
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254 snips
Dec 6, 2025 • 32min

Unlocking AGI: How Life Changes for Everyone w/ Jack Hidary, Salim Ismail & Dave Blundin | EP #213

In this enlightening discussion, Jack Hidary, CEO of SandboxAQ and AI expert, shares insights on the upcoming energy abundance and its implications for desalination and disease reduction. Salim Ismail, founder of OpenExO, emphasizes the transformative impact of robotics on industries, while expressing caution about household robots. Dave Blundin provides a view on the geopolitical shifts in manufacturing and the relocation of data centers to energy-rich regions. The trio explores the dual nature of quantum computing, highlighting both its potential benefits and threats to encryption.
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236 snips
Oct 9, 2025 • 1h 34min

The Future Is Going to Be Great

In this engaging discussion, Dave Blundin, a serial entrepreneur and MIT instructor with deep roots in AI, shares his belief that AI is under-hyped and will redefine the world. He reflects on his early fascination with neural networks, starting in the 1980s, and the vibrant AI ecosystem in Boston. Dave offers insights on the urgency of seizing AI opportunities, the challenges of chip shortages, and the significant impact of AI on healthcare and longevity. He stresses the importance of strong co-founder relationships and shares practical advice for aspiring entrepreneurs.

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