Sourcery

In this fascinating episode of Sourcery, host Molly O'Shea sits down with Richard Socher, founder and CEO of You.com and co-founder of AIX Ventures. Richard shares insights on building an AI-powered productivity engine, the future of AI agents, and his journey from academic researcher to successful entrepreneur and investor. Special offer for Sourcery listeners: https://www.you.com/business/sourcery For full show notes, visit: https://highlightai.com/share/43165ac6-1745-4dbb-bd68-18f13862e8db -- For key insights on the podcast, visit: https://highlightai.com/share/c297f6aa-b0d3-4c10-8c37-a862d495b0dc -- Follow on Twitter  https://x.com/MollySOShea https://x.com/RichardSocher -- Check out You.com https://you.com/ -- Subscribe to Sourcery: https://www.sourcery.vc/  -- Sponsor: Archer Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/ -- Companies mentioned: Anthropic - https://anthropic.com  OpenAI - https://openai.com  Google - https://google.com  AIX Ventures - https://aix.ventures  Salesforce - https://salesforce.com  Hugging Face - https://huggingface.co  Perplexity - https://perplexity.ai  Weights & Biases - https://wandb.ai  Whisper - https://whisper.ai  Georgian - https://georgian.io  NVIDIA - https://nvidia.com  GenDigital - https://gen.com  SBV Asia (formerly SoftBank Ventures Asia) - https://softbank.com  DuckDuckGo - https://duckduckgo.com  DayOne Ventures - https://dayoneventures.com  Minecast - https://mimecast.com  Moon Hub - https://moonhub.ai - TIMESTAMPS: (00:00) Intro and Preview  (02:33) Series B Funding and Growth Plans  (08:08) User Growth and API Traffic  (09:33) Load Distribution and AI Agents  (13:32) Sponsor: Archer  (14:16) Competitive Landscape: Accuracy vs. Features and Marketing  (18:56) Ensuring Accuracy and Reliability  (25:04) Introducing Multiplayer Functionality for Teams  (31:07) Key Customers and Their Growth Potential  (34:25) The Marginal Cost of Intelligence and its Impact  (38:16) Future of You.com and AI Agents  (40:52) Richard's Journey into AI: From Research to Founding You.com  (45:26) Investing in AI Agents: Opportunity and Challenges  (51:04) AI Funding Market Landscape  (52:31) Investment Thesis and Portfolio Highlights  (53:50) Excitement for the Future of AI  (56:05) Hiring Opportunities at You.com  (56:34) Final Thoughts and Appreciation - RECOMMENDED PODCAST: 🎙️ This Won't Last Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics. Apple Podcasts: https://podcasts.apple.com/id1765665937 Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz YouTube: https://www.youtube.com/@ThisWontLastpodcast

Jeff Morris Jr, GP of Chapter One, shares his insights as a former VP at Tinder and seed investor in 13 unicorns. He tackles the harsh realities facing emerging venture funds amidst consolidation and competitiveness. JMJ candidly discusses the evolving landscape of VC, emphasizing adaptability and innovation. He explores the significance of location in venture capital, advocating for LA's thriving ecosystem. This engaging conversation provides a roadmap for future fund managers striving to innovate and succeed in a challenging environment.

Molly O’Shea is joined by Alex Kolicich, Founding Partner of 8VC. Before his venture capital career, Alex was an engineer and early product advisor at companies like Clarium, Palantir, and Google. In this discussion, Alex talks about the current investment landscape citing the "AI capabilities gap," the potential for a "trough of AI disillusionment," and highlights the tension between AI's promise and its current limitations. Why is Silicon Valley suddenly embracing the Pentagon? Alex explains how defense has transformed from a controversial investment to a sought-after opportunity, citing successes like Anduril, Palantir, and SpaceX, and details 8VC’s approach to investing in defense startups, including their "build program" and shares resources for government engagement. Alex and 8VC were early investors in defense technology companies when it was not a popular area for venture capital. Some of their investments include Anduril, Saronic, Epirus, and Chaos Industries. 8VC has a "build program" where they incubate and co-found defense technology companies, providing resources like capital, government relations expertise, and shared infrastructure. -- Follow on Twitter https://x.com/MollySOShea https://x.com/alexkolicich -- Check out 8VC: https://www.8vc.com/ -- Subscribe to Sourcery: https://www.sourcery.vc/ -- Sponsor: Archer Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/ -- Companies mentioned: OpenAI: https://openai.com/ Microsoft: https://www.microsoft.com/ Anthropic: https://www.anthropic.com/ Google: https://www.google.com/ Nvidia: https://www.nvidia.com/ Amazon (AWS): https://aws.amazon.com/ Palantir: https://www.palantir.com/ SpaceX: https://www.spacex.com/ Anduril: https://www.anduril.com/ Inflection AI: https://inflection.ai/ Adept AI: https://www.adept.ai/ Raytheon: https://www.rtx.com/ Epirus: https://www.epirusinc.com/ Saronic: https://www.saronic.com/ Case Text: https://casetext.com/ Sequoia Capital: https://www.sequoiacap.com/ Kleiner Perkins: https://www.kleinerperkins.com/ Character AI: https://beta.character.ai/ CRV (Charles River Ventures): https://www.crv.com/ Founder's Fund: https://foundersfund.com/ xAI: https://x.ai/ -- TIMESTAMPS: (00:00) Preview and Intro (01:01) AI Optimism & Uncertainty (06:51) Public & Private Market Dynamics (12:34) Sustainable Multiples & Oversupply of Capital (13:49) Sponsor: Archer (14:33) Risk & Returns of Mega Checks (22:35) Opportunities Within the Gap (27:18) The Exit Environment & Acquihires (31:14) The Defense Wave (40:26) Resources for Defense Startups (46:42) Startup Advice for Defense (46:51) Technical Excellence, Government Relations & Fundraising (49:23) Surprises & Changes in H1 2024 (49:55) Shifting Views on Application Layer & OpenAI (52:44) Wrap -- RECOMMENDED PODCAST: 🎙️ This Won't LastEavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics. Apple Podcasts: https://podcasts.apple.com/id1765665937 Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz YouTube: https://www.youtube.com/@ThisWontLastpodcast

Molly O'Shea talks to Sam D’Amico, founder of Impulse Labs which has created one of the highest quality battery-powered induction stoves, offering unparalleled power, precision, and energy storage. Following a strong career in consumer electronics, including work at Google Glass and Oculus, Sam envisions a future where distributed battery storage in appliances could help balance grid load and reduce the need for grid infrastructure upgrades. All the while, delivering a premium performance cooktop fit for Michelin-star chefs to pancake fanatics.  Sam discusses the evolution of battery technology, particularly the advancements made by the U.S. and Tesla to Chinese manufacturers in lithium iron phosphate batteries. Going deeper into the ongoing shifts in global battery manufacturing and the potential for increased U.S. production. Learn how Impulse Labs, which has raised a $20 million Series A round led by Josh Wolfe of Lux Capital in 2022, aims to be a "Trojan horse" for decentralized battery-powered homes, potentially revolutionizing home energy management and grid stability.  -- Follow on Twitter  https://x.com/MollySOShea https://x.com/sdamico -- Check out Impulse Labs:  https://www.impulselabs.com/ -- Subscribe to Sourcery: https://www.sourcery.vc/  -- Sponsor: Archer Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/ -- Companies mentioned: Lux Capital - https://www.luxcapital.com/ Tesla - https://www.tesla.com/ Google - https://www.google.com/ Oculus - https://www.meta.com/quest/ Meta - https://about.meta.com/ Bosch - https://www.bosch-home.com/ Thermador - https://www.thermador.com/ Gaggenau - https://www.gaggenau.com/ Samsung - https://www.samsung.com/ LG - https://www.lg.com/ Viking - https://www.vikingrange.com/ Fisker - https://www.fiskerinc.com/ CATL (Contemporary Amperex Technology Co. Limited) - https://www.catl.com/en/ BYD (Build Your Dreams) - https://www.byd.com/ Gotion - https://www.gotion.com.cn/en/ Ford - https://www.ford.com/ Restoration Hardware (RH) - https://rh.com/ TIMESTAMPS: (00:00) Intro  (01:04) Sam's Journey: From Pizza Ovens to Battery-Powered Homes (02:22) Early Influences: Oculus & Google Glass (08:14) Funding & the Landscape of Home Energy Usage (10:20) Energy Usage Trends & Appliance Distribution (12:08) Innovation in the Stove: Power, Precision, and Efficiency (15:13) The Advantage of Battery Integration: Faster Cooking & Efficiency (19:34) Sponsor: Archer (20:18) Integrating Battery-Powered Stoves into Homes (22:54) Pricing & Market Positioning: Premium Performance & Incentives (27:47) The Science of Pancakes: Temperature Control & UI/UX (31:08) The 20-Year Vision: Decentralized Energy & Home Self-Sufficiency (34:57) Decentralized Grid & Emergency Power Solutions (38:39) Marketing & Distribution: Targeting Various Markets (41:12) The Battery Revolution: Technological Advancements & China's Influence (48:03) Lithium Mining & the Future of Battery Manufacturing (52:57) A New Economy & the Everyday Appliance Revolution (53:54) The Path Ahead: Shipping the Product & Scaling the Vision (54:29) Looking Ahead: Exciting Times for Impulse Labs (55:07) Wrap RECOMMENDED PODCAST: 🎙️ This Won't Last Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics. Apple Podcasts: https://podcasts.apple.com/id1765665937 Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz YouTube: https://www.youtube.com/@ThisWontLastpodcast

Molly O'Shea talks to Molly Alter, Partner at Northzone, a $1.2 billion fund with around $4 billion AUM and discusses her successful investments (Frame.io’s $1.2B exit to Adobe), founder qualities, VC biases and decision-making, as well as the firm's global approach to identifying opportunities. Alter believes in the potential of Europe's tech ecosystem, citing higher net IRR for European VC funds compared to North American ones over 10-15 year horizons. She shares perspectives on US and European VC landscapes, successful investments, and emerging opportunities in vertical AI and software for hardware. Focusing on meritocracy and founder-friendliness with a balanced approach between US and European investments, Alter also explains why she's bullish on workflow SaaS and vertical AI, despite changing market conditions and valuation multiples. -- Follow on Twitter https://x.com/MollySOShea -- Check out Northzone: https://northzone.com/ -- Subscribe to Sourcery: https://www.sourcery.vc/ -- Sponsor: Archer Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/ -- Companies mentioned: Frame.io - https://frame.io/ Glia - https://www.glia.com/ Wayve - https://wayve.ai/ Spotify - https://www.spotify.com/ Klarna - https://www.klarna.com/ Spring Health - https://www.springhealth.com/ Adobe - https://www.adobe.com/ Mistral AI - https://mistral.ai/ -- TIMESTAMPS: (00:00) Intro and Preview (03:07) Molly Alter’s Career Journey (07:26) Insights from Working in Different VC Firms (11:38) Investment Focus and Thesis (14:13) Sponsor: Archer (15:28) Impactful Investments: Frame.io and Glia (18:54) Qualities of World-Class CEOs and Founders (22:17) Northzone: History, Strategy, and Values (26:06) Global Reach and US-Europe Investment Split (29:13) Defending European Tech Ecosystem (32:27) Innovation from Restrictions in Europe (35:35) Software for Hardware: Opportunities and Challenges (42:08) Specific Areas of Interest in Software for Hardware (45:05) The Future of SaaS and Hybrid SaaS Models (47:30) Example of Hybrid SaaS: GovDash (50:26) Wrap – Recommended Podcast: 🎙️ This Won't Last - Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics. Apple Podcasts: https://podcasts.apple.com/us/podcast/this-wont-last-with-keith-rabois-kevin-ryan-logan/id1765665937 Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz YouTube: https://www.youtube.com/channel/UCxmO9C_PEjbMf0Z8lYjwT7Q

Molly O'Shea talks to Zamp's CEO, Rohit Bhadange as he shares his journey from Wall Street to founding the fastest growing sales tax compliance platform.  Zamp, an innovative platform is simplifying sales tax compliance for e-commerce and SaaS companies, recently raised a $10M Series A funding round led by Valor Equity Partners, bringing their total funding to $14 million. Learn about their rapid growth and vision for the future in helping e-commerce and SaaS companies automate complex tax processes and avoid costly mistakes. - Follow on Twitter  ⁠https://x.com/MollySOShea⁠ ⁠https://x.com/salestaxceo⁠ - Check out: Zamp: ⁠https://zamp.com/⁠ - Subscribe to Sourcery: ⁠https://www.sourcery.vc/⁠ - Sponsor: Archer Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit ⁠https://www.archer.com/⁠ - Companies mentioned: Valor Equity Partners:⁠ https://www.valorep.com⁠  Rippling:⁠ https://www.rippling.com⁠  Yelp:⁠ https://www.yelp.com⁠  Amazon:⁠ https://www.amazon.com⁠  Day One Ventures:⁠ https://www.dayoneventures.com⁠  Soma Capital:⁠ https://www.somacap.com⁠  Misfits Market:⁠ https://www.misfitsmarket.com⁠  Avalara:⁠ https://www.avalara.com⁠  TaxJar:⁠ https://www.taxjar.com⁠  Shopify:⁠ https://www.shopify.com⁠  Stripe:⁠ https://stripe.com⁠  BigCommerce:⁠ https://www.bigcommerce.com⁠  Magento:⁠ https://business.adobe.com/products/magento/magento-commerce.html⁠  QuickBooks:⁠ https://quickbooks.intuit.com⁠  Cult Gaia:⁠ https://cultgaia.com⁠  Sanzo:⁠ https://drinksanzo.com⁠  Everyday Dose:⁠ https://everydaydose.com⁠  Glamnetic:⁠ https://glamnetic.com⁠  ProBuilt Software:⁠ https://www.probuilt.com⁠  Puzzle:⁠ https://puzzle.io⁠  Zeni:⁠ https://www.zeni.ai⁠  CBiz:⁠ https://www.cbiz.com⁠  Markham:⁠ https://www.markum.com⁠ -- RECOMMENDED PODCASTS: 🎙️ This Won't Last - Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics. Apple Podcasts: https://podcasts.apple.com/us/podcast/id1765665937 Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz YouTube: https://www.youtube.com/@ThisWontLastpodcast

Molly O'Shea is joined by Astasia Myers, GP at Felicis, to discuss their new $825M fund, totaling Felicis’s AUM to $3B. Astasia goes deep on her focus on AI infrastructure, AI-enabled SaaS, and AI-enabled services and breaks down how AI is changing the face of enterprise software exploring the evolution of enterprise software and how AI is transforming data stacks. She explains how the AI landscape has evolved, highlighting the rise of alternative foundation models and AI agents, and emphasizes the importance of founder market fit and unique insights when evaluating startups. The conversation underscores the transformative potential of AI in empowering individuals and reshaping various industries, while also touching on the rapid pace of innovation and the need for adaptability in venture capital strategies. -- Follow on Twitter  https://x.com/MollySOShea https://x.com/AstasiaMyers -- Check out:  Felicis: https://www.felicis.com/ -- Subscribe to Sourcery: https://www.sourcery.vc/  -- Sponsor: Archer Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/ -- Companies mentioned: LaunchDarkly: https://launchdarkly.com/  Hex: https://hex.tech/  Superbase: https://www.superbase.com/   Google: https://www.google.com/  Cisco: https://www.cisco.com/  Cohesity: https://www.cohesity.com/  GuardiCore: https://www.guardicore.com/  RedPoint: https://www.redpoint.com/  Quiet Capital: https://www.quiet.vc/  Snowflake: https://www.snowflake.com/  Fivetran: https://www.fivetran.com/  Airbyte: https://airbyte.com/  Looker: https://looker.com/  dbt: https://www.getdbt.com/  PyTorch: https://pytorch.org/  TensorFlow: https://www.tensorflow.org/  OpenAI: https://openai.com/  Anthropic: https://www.anthropic.com/  Mistral AI: https://mistral.ai/  Facebook: https://www.facebook.com/  Runway: https://runwayml.com/  Poolside: https://www.poolside.ai/  11X: https://www.11x.ai/  Notion: https://www.notion.so/  Figma: https://www.figma.com/  Zendesk: https://www.zendesk.com -- TIMESTAMPS: (00:00) Introduction and Founding Story of Felicis Ventures (06:39) Astasia Myers' Background and Journey to Venture Capital (11:45) The Evolving Landscape of AI and Infrastructure (14:59) Sponsor: Archer (19:27) AI-Enabled SaaS and AI-Enabled Services (27:16) Technical Unlock: Foundation Models and AI Agents (33:30) Changing Perspectives and Emerging Trends in AI (37:47) Research and Identifying White Spaces of Opportunity (47:05) The Effects of Technical Unlock and Future of AI (50:36) Wrap – Recommended Podcast: What separates the most enduring and generation-defining venture firms? Turpentine VC talks to Ben Horowitz, Vinod Khosla, Alfred Lin, Mike Maples, Roger Ehrenberg, and more to find out. Subscribe: https://link.chtbl.com/TurpentineVC

Molly O'Shea is joined by Gené Teare, senior data editor at Crunchbase News, and brings her wealth of experience and insight to the world of venture capital and startup ecosystems. Gené Teare provides a comprehensive overview of the current venture capital landscape, highlighting the ongoing two-year slowdown in the VC market, and points out a trend towards concentration in late-stage funding. She also touches on the topic of diversity, reporting that female-founded companies received only 3% of total funding in 2023, despite representing 8% of deals.  Lastly, Gené touched on the growing concern about liquidity in the VC industry due to lack of exits, and the potential of AI as a catalyst for innovation, drawing parallels to the mobile wave that emerged after the 2008 financial crisis. Learn how AI funding is surging amidst a broader VC slowdown, why late-stage investments are concentrating, and what's happening with M&A and IPOs. Discover insights on unicorn trends, female founder funding, and the potential impact of AI on the tech industry's future. -- Follow on Twitter  https://x.com/MollySOShea https://x.com/geneteare -- Check out:  Crunchbase News: https://news.crunchbase.com/ -- Subscribe to Sourcery: https://www.sourcery.vc/  -- Sponsor: Archer Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/ -- Companies mentioned: Crunchbase - https://www.crunchbase.com/  OpenAI - https://openai.com/  Microsoft - https://www.microsoft.com/  Google - https://www.google.com/  Amazon - https://www.amazon.com/  Meta - https://about.meta.com/  Nvidia - https://www.nvidia.com/  Cloudflare - https://www.cloudflare.com/  Airtable - https://www.airtable.com/  Zapier - https://zapier.com/  Stripe - https://stripe.com/  Anduril - https://www.anduril.com/  Revolut - https://www.revolut.com/  Rippling - https://www.rippling.com/  Applied Intuition - https://www.appliedintuition.com/  Anthropic - https://www.anthropic.com/  Clio - https://www.clio.com/  Harvey - https://www.harvey.ai/  xAI - https://x.ai/ CoreWeave - https://www.coreweave.com/  Scale AI - https://scale.com/  EQT - https://eqtgroup.com/  KKR - https://www.kkr.com/ -- TIMESTAMPS: (00:00) Introduction and State of Technology in 2024  (02:05) Venture Slowdown and Funding Fluctuations  (06:04) The Rise of AI Funding  (09:15) Challenges in the M&A Markets  (13:48) Sponsor: Archer (24:26) Power Laws in VC: Concentration of Capital  (34:55) Representation of Female Founders in the Industry  (39:38) The Future of IPO Markets – Recommended Podcast:What separates the most enduring and generation-defining venture firms? Turpentine VC talks to Ben Horowitz, Vinod Khosla, Alfred Lin, Mike Maples, Roger Ehrenberg, and more to find out. Subscribe: https://link.chtbl.com/TurpentineVC

Molly O'Shea talks to Grace Isford of Lux Capital, the firm’s youngest Partner, on computational sciences, the current AI Landscape, her investment thesis on New York City's AI sector, and implementing AI in companies. Grace discusses the potential and challenges of AI agents, the current state of the technology as well as the companies making progress in this space. She also provides practical advice on how companies can implement AI, emphasizing the importance of defining your goals, finding the right tools, and proving value. Is it time to invest in AI? Listen to Grace’s insights and perspectives on the current investment climate and where opportunities lie in the evolving AI landscape, highlighting the potential and challenges of infrastructure and application companies. - Follow on Twitter ⁠⁠https://x.com/MollySOShea⁠⁠ ⁠⁠https://x.com/graceisford⁠⁠ -- Check out: Lux Capital: ⁠⁠https://www.luxcapital.com/⁠⁠ -- Subscribe to Sourcery: ⁠⁠https://www.sourcery.vc/ ⁠⁠ -- Sponsor: ArcherArcher's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit ⁠⁠https://www.archer.com/⁠⁠ -- Companies mentioned: Handshake: ⁠⁠https://www.joinhandshake.com/⁠⁠ Canvas Ventures: ⁠⁠https://www.canvas.vc/⁠⁠ Runway: ⁠⁠https://runwayml.com/⁠⁠ LangChain: ⁠⁠https://www.langchain.com/ ⁠⁠ Sakana AI: ⁠⁠https://sakana.ai/⁠⁠ Together AI:⁠⁠ https://www.together.ai/⁠⁠ Hugging Face: ⁠⁠https://huggingface.co/⁠⁠ Mosaic ML (now part of Databricks): ⁠⁠https://www.databricks.com/ ⁠⁠ Osmo AI: ⁠⁠https://www.osmo.ai/⁠⁠ Modal: ⁠⁠https://modal.com/ ⁠⁠ Bloomberg: ⁠⁠https://www.bloomberg.com/ ⁠⁠ Ramp: ⁠⁠https://ramp.com/ ⁠⁠ OpenAI: ⁠⁠https://openai.com/ ⁠⁠ Anthropic: ⁠⁠https://www.anthropic.com/ ⁠⁠ MongoDB: ⁠⁠https://www.mongodb.com/ ⁠⁠ Datadog: ⁠⁠https://www.datadoghq.com/⁠⁠ Factory AI: ⁠⁠https://www.factory.ai/⁠⁠ Maven AGI: ⁠⁠https://www.mavenagi.com/ ⁠⁠ Evolutionary Scale: ⁠⁠https://www.evolutionaryscale.ai/⁠⁠ Cilvr Lab: ⁠⁠https://wp.nyu.edu/cilvr/⁠⁠ Columbia University: ⁠⁠https://www.columbia.edu/⁠⁠ Cornell Tech: ⁠⁠https://tech.cornell.edu/⁠⁠ Princeton University: ⁠⁠https://www.princeton.edu/⁠⁠ Santa Fe Institute: ⁠⁠https://www.santafe.edu/⁠⁠ -- TIMESTAMPS: (00:01) Introduction and Background (00:50) Investment Strategy (03:13) API Economy and Research Process (05:58) Sourcing Strategy and Sakana AI Investment (10:28) Japanese AI Investment (14:59) Sponsor: Archer (15:22) Investment Stages (16:16) Hugging Face Business Model (17:59) Technical Evaluation of Companies (22:19) New York as an AI Hub (28:54) Current State of AI Investments (36:58) AI Agents (41:00) Implementing AI in Businesses (46:59) Wrap – Recommended Podcast: What separates the most enduring and generation-defining venture firms? Turpentine VC talks to Ben Horowitz, Vinod Khosla, Alfred Lin, Mike Maples, Roger Ehrenberg, and more to find out. Subscribe: ⁠⁠https://link.chtbl.com/TurpentineVC⁠⁠

Kian Sadeghi, CEO of Nucleus Genomics, is reshaping how we integrate DNA into personal health management. He discusses the launch of Nucleus IQ, which offers insights into health and intelligence from genetic data. Sadeghi addresses the ethical challenges and the importance of contextualizing genetic information. The conversation also touches on the rising demand for consumer genetic testing, driven by health awareness post-COVID, and future innovations, including tools to predict health risks for children.