Cheeky Pint

Julia DeWahl, cofounder of Antares, is revolutionizing energy with her vision for small nuclear micro-reactors tailored for military resilience. She discusses the nuclear renaissance fueled by AI hyperscalers and the need for regulatory reform. Julia emphasizes the shift towards 24/7 carbon-free power, highlighting the importance of nuclear alongside solar. Drawing from her experiences at SpaceX and Opendoor, she shares insights on customer obsession and the future of energy procurement. Discover why the nuclear vibe is changing!

Satya Nadella, CEO of Microsoft, shares insights on AI's transformative role in enterprises. He discusses the importance of having data readily accessible and how today's AI infrastructure differs from the dot-com bubble. Satya elaborates on 'agentic commerce,' merging catalogs with AI-driven experiences, and the evolution of user interfaces. He underscores Microsoft’s cultural shift towards a learn-it-all mindset and reveals his unique management style through Teams, highlighting how he connects with his team in a digital landscape.

Dave Ricks, CEO of Eli Lilly, leads a powerhouse in pharma innovation. He dives into the fascinating origins of GLP-1s, tracing back to Gila monster saliva, and their transformative potential beyond weight loss. Ricks discusses the tricky landscape of drug pricing, citing insulin costs and the impact of new models like LillyDirect. He tackles the challenges of clinical trials, regulatory hurdles, and the rise of shadow generics, all while emphasizing the importance of transparency in the healthcare market.

Join Zach Abrams, CEO of Bridge, and Henri Stern, CEO of Privy, as they dive into the future of stablecoins. They explore the dominance of dollar stablecoins and their critical role in cross-border payments. The duo discusses how wallets are evolving as control centers for financial activities, predicting a shift toward on-chain experiences for lending and trading. Regulatory clarity is highlighted as a game-changer for enterprise adoption, and they envision a world where stablecoins seamlessly power global transactions.

In this engaging discussion, Casey Handmer, founder of Terraform Industries and a pioneer in synthetic hydrocarbons, shares his insights on solar maximalism and the future of energy. He predicts a dramatic drop in solar costs and explains why Hyperloop is doomed. Casey also reveals his ambitious plans to refill the Salton Sea and discusses the potential of synthetic fuels to democratize aviation. With a focus on efficiency and hard tech, he emphasizes the necessity for demanding leadership and the importance of desalination in California's future.

Dan Sundheim, Founder and CEO of D1 Capital with a multi-billion dollar portfolio, shares his insights on public market investing. He discusses the stress of managing losses and the emotional asymmetry involved. Sundheim reveals his thoughts on the GameStop short squeeze and the evolution of short-selling risk management. He also critiques why successful private companies should remain private, admires Elon Musk’s innovative strategies, and stresses the importance of pattern recognition in investing. A revealing look into the mind of a top investor!

RJ Scaringe, founder and CEO of Rivian, sits down for a cheeky pint with John Collison to discuss what it takes to build a car company from scratch, developing the first electric pickup truck, the shift to a software-defined zonal architecture, Rivian's AI-driven approach to autonomy, and the strategy behind their recent $5.8 billion deal with Volkswagen.Timestamps(00:00) Gen 1(12:32) Gen 2(18:37) Developing the first electric pickup truck(27:36) John pitches some car features(36:46) Stripe’s payment methods(37:54) Autonomous driving(44:51) Component progress(53:17) The new economics of cars(01:01:11) Manufacturing in the US

Tobi Lütke, the founder and CEO of Shopify, shares his visionary ideas about building technology-driven companies. He explores how internal tools and 'opinionated software' create a unique company culture and drive evolution. Tobi delves into concepts like agentic commerce, emphasizing AI's role in shaping e-commerce futures. He also discusses Shopify's dedication to small businesses, the importance of product craftsmanship, and the impact of internal systems on decision-making. Plus, he offers insights into his personal philosophy on identifying valuable problems.

Marc Andreessen, a serial entrepreneur and cofounder of Netscape and Andreessen Horowitz, joins John Collison and Charlie Songhurst for a lively conversation. They discuss the challenges of spotting bubbles in technology and explore the evolution of Silicon Valley's ecosystem. Marc shares insights into the 'Elon method' of management and the ongoing impact of AI on productivity and market structures. They also delve into the intricacies of venture capital, the rise of cryptocurrencies, and the future of open-source versus proprietary models.

Des Traynor, co-founder of Intercom and a thought leader in product strategy, shares insights on transforming Intercom from a messaging tool to an AI-driven customer service platform. He discusses the launch of Fin, their AI agent, and why selling AI is a modern challenge. Des emphasizes the importance of user feedback versus data alone and reveals the four essential traits of successful AI companies. He also dives into co-founder dynamics and the courage required for pivots, making the conversation rich with practical advice for aspiring entrepreneurs.