Podcasts about Sequoia Capital

The entire startup ecosystem is racing to build agent harnesses. Logan Kilpatrick, who leads Google AI Studio and the Gemini API, argues that scramble has a roughly 12-month shelf life. Models will absorb the scaffolding and run it natively, so the edge moves elsewhere. Google's own bet runs in parallel: a single agent harness, born from the Windsurf team and now called Antigravity, has become the connective tissue across search, the Gemini app, Cloud, and AI Studio — the role Gemini-the-model used to play. Logan makes the case that coding already feels like narrow superintelligence, and that "jagged" vertical superintelligence (in math, finance, and science) will arrive well before AGI. He argues Google's real goal is maximizing outcomes for users, not eyeball time. He unpacks Omni, the single model built to replace multiple separate systems Google once trained for text, audio, music, image, and video. His throughline: AI is an accelerant for human ambition, not a substitute for it. Hosted by Sonya Huang, Sequoia Capital

Jensen Huang, founder and CEO of NVIDIA, makes the case that computing is undergoing its biggest shift in 60 years: from retrieval, where data centers store files we look up, to generation, where every word, image, and video is produced in real time and customized for whoever is asking. He explains why NVIDIA's AI factories are the dynamos of this era: machines that take in electrons and send out tokens of intelligence, just as Siemens' dynamo once turned motion into electricity. Jensen frames intelligence as the third force to "cocoon" the planet after electricity and the internet. He describes the five-layer cake of AI investment—energy, chips, infrastructure, models, applications—and dismantles the fear that AI will erase jobs, using radiology and software engineering to show how automation raised labor demand instead of killing it. His bottom line: you won't lose your job to AI, but you might lose it to someone who uses AI. Hosted by Konstantine Buhler, Sequoia Capital

Neste episódio impressionante do GrowthCast, Thiago Reis recebe Waldemiro Ferreira e Miguel Barbosa, os fundadores da Yumi, para um papo profundo sobre inteligência artificial, prospecção ativa (Outbound) e a engenharia invisível do nicho de alta performance. Descubra os bastidores de como grandes fundos do Vale do Silício, como a Sequoia Capital, estão decretando o fim do modelo tradicional de software (SaaS) e abrindo espaço para a "Era dos Agentes Autónomos" e o conceito de Services is the New Software. Se você é dono de empresa e está cansado de gastar fortunas com ferramentas caras que seu time comercial simplesmente não usa, este vídeo é um choque de realidade obrigatório. Você vai entender:• O Fim do SaaS Tradicional: Por que as empresas preferem contratar a função executada em vez de apenas uma licença de software.• A Máfia do PayPal e Peter Thiel: Como a estratégia de monopólio criativo e foco em nicho estrito pode salvar o caixa da sua operação.• A Força da Neuro-Operação: Como o estado mental e a energia do seu time comercial ditam a taxa de conversão em cold calls.• O Teste da Ligação de IA: Sinta o impacto de um agente de inteligência artificial contornando objeções complexas em tempo real com clientes reais. Assista até o final e entenda por que quem quer falar com todo mundo, acaba não falando com ninguém.

Neste episódio impressionante do GrowthCast, Thiago Reis recebe Waldemiro Ferreira e Miguel Barbosa, os fundadores da Yumi, para um papo profundo sobre inteligência artificial, prospecção ativa (Outbound) e a engenharia invisível do nicho de alta performance. Descubra os bastidores de como grandes fundos do Vale do Silício, como a Sequoia Capital, estão decretando o fim do modelo tradicional de software (SaaS) e abrindo espaço para a "Era dos Agentes Autónomos" e o conceito de Services is the New Software. Se você é dono de empresa e está cansado de gastar fortunas com ferramentas caras que seu time comercial simplesmente não usa, este vídeo é um choque de realidade obrigatório. Você vai entender:• O Fim do SaaS Tradicional: Por que as empresas preferem contratar a função executada em vez de apenas uma licença de software.• A Máfia do PayPal e Peter Thiel: Como a estratégia de monopólio criativo e foco em nicho estrito pode salvar o caixa da sua operação.• A Força da Neuro-Operação: Como o estado mental e a energia do seu time comercial ditam a taxa de conversão em cold calls.• O Teste da Ligação de IA: Sinta o impacto de um agente de inteligência artificial contornando objeções complexas em tempo real com clientes reais. Assista até o final e entenda por que quem quer falar com todo mundo, acaba não falando com ninguém.

OpenGolf tourney tomorrowChoking. Heimlich maneuverUS Bank Fees$12.50 per $50. That is 25% instantlySo $1000, is 20 * $12.50 = $250. + interest.Reinstate the SATMore than 1,100 University of California math and science professors are urging UC regents to reinstate college-entrance exams, saying that unprepared students are lowering academic standards and draining teaching resources.Today, more than 90% of schools don't mandate the exams, Feder said.60 minutesWelcome to real life Scott Pelley. New boss, new style. Work or walk. Recommendations: Bill Ackman Sara Frier Finance folks should know Codex (previously Excel)PanthalassaMarkets: Huge correction today.  Tech down 5%+ and S&P500 2.6%. The losses intensified after a robust jobs report raised new worries that the Federal Reserve may need to raise interest rates later this year to fight inflation.S&P 500 still up 27% and tech 40-60% YoY. Huge IPOs coming: SpaceXAnthropic OpenAICash. Think about your cash investments. Cash is nice Owning your home is nice. AI & DatacentersGoogle to raise $85 billion Anthropic IPOIn May, Anthropic raised $65 billion in new funding from investors including Greenoaks, Dragoneer, Altimeter Capital and Sequoia Capital, in a round that valued the company at $965 billion. At the same time, the company said its revenue run-rate had surpassed $47 billion, up from $9 billion at the end of 2025LLM usageGrok: no bueno.  Grok and Spreadsheets.  Oh my.Gemini. Good. Claude: BEST. BTW, OpenAI was suspiciously very negative on SpaceX. SpaceX Going public ~June12. Next Friday!? $75b raise at $1.75T valuation.  Float is ~4-5% of total shares $10-18b must be purchased by index funds. More coming out in next 6 months. Employee lockups. Cap table investors want liquidity.Great detail here from Alexandra  IPO EducationHire IB's.  Allocate to VIPs and whales. 5% to retail.Valuation Over-valued? Valuation is highly relative to time!!!?? $135 price. $300 price? Either way 10-20x in 10 years.  Not investment advice.AI OpportunitySpaceX is becoming an AI infrastructure play!!Another Rental of Compute from Google to SpaceX.  Anthropic and Google are now paying @SpaceX a combined $2.17 billon per month for compute capacity. That's a revenue run rate of $26 billion per year. BIG MONEY.Jamie Dimon Interview of Elon.   Elon and Dimon  Another link here from Why SpaceX public now. Play at 4:00min mark: Why fundraising. Embarking on significant growth phase. 100,000 satellites. BTW. Why are datacenters hard if already doing satellites. 100x more bandwidth and ½ latency for v3. He just said that Starlink will be highest bandwidth and lowest latency or ANYTHING!! AI Datacenters in space. Massive capital endeavor. Hard to build power in the US or on land. US usage is 500GW.  To double. Would need to 2x # of power plants. BUT if in space can go far beyond EarthManufacturing on the moon and building beyond 1000TW per year of AI Space ComputeDataCenters in SpaceEasier than their communication satellites. AI datacenter is EASYElections: Why does it take so long to count votes? Could take weeks? 

Another good month – investors are giddy. Oil – CRITICALLY LOW inventory (Inside Baseball). Fed governor admits inflation is hard to control. A major name says they are reducing stocks – but are they really? Announcing the Winner of the CTP for Salesforce (CRM). PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Another good month - investors are giddy - Oil - CRITICALLY LOW inventory (Inside Baseball) - Fed governor admits inflation is hard to control - A major name says they are reducing stocks - but are they really? - Announcing the Winner of the CTP for Salesforce Markets - Huge reversal in Software stocks - A few names on the move - and moving BIG! - SpaceX IPO - could drain markets - More AI valuations through the roof Pizza Mouth ! Reversal - Software stocks bounced this week on strong results from Snowflake and Okta, which both recorded their best days on record. - The results signal that investors may have been too quick to declare the end of software with the emergence of artificial intelligence. - Even as AI displaces certain tools and job functions, many software companies continue to show growth, assisted by their own AI products. - The iShares Expanded Tech-Software exchange-traded fund rose 8% this week and closed May up 21%, the best monthly performance for the ETF since October 2001. - With this month's rally, the iShares software ETF is only down 3.8% for the year, still badly trailing the Nasdaq, which has gained 18% in 2026. Snowflake - Amazon said Wednesday that its cloud division has landed a $6 billion spending commitment from Snowflake, which includes the use of the company's custom silicon and chips for artificial intelligence. - Snowflake's purchase of services and technology from Amazon Web Services will occur over five years, according to a press release about the agreement. - Snowflake intends to expand its use of Amazon's Graviton general-purpose chips, as well as cloud-based graphics processing units for AI. - Snowflake and Amazon are frenemies - they compete but also partner with each other. - Stock up 36% on this news DELL!!!!!!!!!!!! - Dell Technologies Inc. shares surged due to an outlook for annual sales that far surpassed expectations on demand for servers that power artificial intelligence work. - Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers, topping analysts' average estimate of $142.1 billion. - The company booked $24.4 billion in AI orders and generated $16.1 billion in AI server sales in the quarter ended May 1, with Chief Operating Officer Jeff Clarke saying “The AI opportunity shows no signs of slowing.” - The shares surged 33% to $420.91 at the close Friday in New York, the biggest single-day increase in the more than seven years since the hardware maker returned to the public markets after a five-year hiatus as a private firm. - Up 150% YTD More Dell - New XPS 13 at $699 targets price-sensitive market - Aims to compete with MacBook Neo, lower-end Windows devices - Launch amid global memory chip crunch to gain market share - WINING OVER JCD: -- 13.4-inch screen (very compact footprint) Options: 2K / 2.5K LCD (120Hz) OLED touchscreen (higher contrast)| - Very thin bezels ? almost edge?to?edge screen - Weighs 2.2 lbs - one of the lightes out there and a rival to Apple's Macbook Neo Infighting - OpenAI may release multi-chip AI software, challenging Nvidia's (NVDA) ecosystem advantage, according to The Information - Oh, and NVDA is now releasing a CPU for PCs that is aggrevating Intel and AMD Kaboom! - Blue Origin's New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad, dealing a major setback to the company. - The explosion is the latest blow to New Glenn's reputation as a reliable alternative to SpaceX's Falcon 9, and Blue Origin's launch schedule is certain to suffer significant delays. - The incident will also affect Amazon's ambitions to build out its Leo satellite network and may delay Blue Origin's role in NASA's Artemis program, which aims to send humans back to the moon. - As important as it will be for Blue Origin to diagnose the cause of the rocket explosion, it could take many months to repair its launchpad in Florida. Taking Down - Really? - BlackRock Inc. is trimming its bet on stocks across its model-portfolio business as US equities surge to record highs following a strong earnings season. - The firm cut its overweight position in equities from 3% to 1%, triggering billions of dollars of flows between BlackRock's exchange-traded funds. - BlackRock remains confident in equities and will maintain positions that bet on growing corporate profits, artificial intelligence and government spending, but is rotating away from longer-dated US debt in favor of global fixed-income and liquid alternatives. Slight - SpaceX is targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter. - The company is seeking to raise as much as $75 billion, which would make it the biggest IPO of all time, and is expected to start formal marketing of its IPO as soon as June 4. -SpaceX had $18.7 billion in revenue in 2025, and the company's pitch to investors shows its evolution into an AI services and infrastructure giant with a total addressable market of $28.5 trillion. - 3-5% of the shares will be floated (TIGHT) Strategy: keep supply constrained, which: supports price discovery maintains founder control creates early scarcity dynamics - - - SpaceX has reserved 5% of the shares ?in its planned initial public offering for certain employees and individuals selected by its executive officers, exempting them from post-IPO lock-up restrictions AND.. Even more Valuations - AI giant Anthropic is now worth more than OpenAI. - Anthropic announced a $65 billion Series H financing at a $965 billion valuation, a round led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital. - The financing puts its valuation above that of rival AI lab OpenAI. - The valuation has TRIPLED since February Let's GO! - Shares of LG Electronics surged as much as 24% after the company announced a series of automotive innovations built with technology from Alphabet Inc.'s Google. - The company said its new range of solutions is built on Android automotive operating systems. Its system can control multiple displays with different aspect ratios at the same time by using a single-on-chip, which is different from other conventional in-vehicle display systems, LG said. - But 24% on this news? - More reason that the KOSPI is moving higher No One Care - But... - Inflation has been above the 2% target for 5 years now - Minneapolis Federal Reserve President Neel Kashkari said Thursday that bringing down inflation in the U.S. remains his top priority, warning that consumer prices are still “much too high.”| - Speaking to CNBC's Kaori Enjoji at the Bank of Japan-IMES Conference, Kashkari said that the U.S. central bank would continue taking a “balanced approach” to its dual mandate of price stability and full employment. - 5 YEARS! ---- What that tells us is that the Fed is totally unable to do anything about inflation .... Are we the only ones that see that? Inside Baseball - From a colegie that will go un-named. --- Let's just say he is someone who knows what they are talking about and runs BIG money ----- This is what he said to me..... - Apparently, oil execs were opining with POTUS in meetings yesterday that oil inventories are at alarmingly low levels and oil prices could soon skyrocket (I might soften that language a bit but they know the oil biz better than me) if SoH does not open soon. - I ran a few numbers on total oil inventories including and excluding the SPR. - Total supplies are 10th percentile vs history (although that includes a period when the SPR ramped from 0 to 600mln barrels in the 1980's). - Today it is 4th percentile if you start from 1990 when the SPR was basically full. - The 4 week net and % draw the last 3 weeks are the largest draws of all time. - And not surprising the 1 week net and % draw of the SPR are also the 2 largest draws of all time the last 2 weeks. Surprised - No.... --- This is another story similar to what we saw a few months ago - Taiwan prosecutors suspect that three individuals smuggled at least one shipment of Nvidia Corp. AI chips to China after first exporting them to Japan. - The trio was detained for allegedly falsifying documents related to exports of Super Micro Computer Inc. servers containing advanced Nvidia chips, which the US has barred from sale to China without a license. - Taiwan authorities seized about 50 servers for which they accuse the trio of preparing fraudulent export documents, but at least one shipment had already gone through Taiwan customs and made it to Hong Kong. Under/Over? - Tesla will be somehow folder/merged or taken over by SpaceX in an all stock deal - Tesla market cap is $1.6 Trillion so that will be a tough one to take on as SpaceX is about equal in size. ---- If this happens, when ? Mini Retirement - Is this a THING? - A mini retirement is when you take a planned break from working, usually for a few months to a couple of years, instead of waiting until age 65+ to fully retire. - Tim Feerris popularized this... (4 day workweek dude) Step 1: Work & save aggressively 2–10+ years Build a specific “freedom fund” Step 2: Take time off 3 months to 2 years Travel, recharge, pursue interests, or experiment with new ideas Step 3: Return to work Same career… or pivot to something new Then repeat if desired.   Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Petit replay cette semaine, on avait démarre 2026 avec cette figure majeure de la tech

Today's top stories, with context, in just 15 minutes.On today's podcast:1) The US and Iran have reached a preliminary deal to extend a ceasefire by 60 days and discuss the future of Tehran’s nuclear program, according to a person with knowledge of the matter. Vice President JD Vance said the US and Iran are “going back and forth on a couple of language points,” including over issues relating to Tehran’s nuclear capabilities, and that Iran appears to be negotiating in good faith. The US Treasury Secretary reiterated President Trump’s three “red lines” — reopening the Strait of Hormuz, Iran surrendering highly enriched uranium and ending its nuclear program — remain in place.2) Dell shares soared in extended trading after the company gave an outlook for annual sales that far surpassed analysts’ estimates. Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers, according to the company. Dell’s server business has been viewed as an AI winner this year, sparking the stock more than 150% higher through Thursday’s close.3) Anthropic PBC raised $65 billion in a funding round that valued the artificial intelligence company at $965 billion including the new investment. The funding was led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital, with each of the lead investors putting in more than $2 billion. Alphabet Inc.'s Google and Amazon.com Inc. also invested in the round, with Google contributing several billion dollars and Amazon investing $5 billion.See omnystudio.com/listener for privacy information.

Cursor's Federico Cassano and Fireworks' Dmytro Dzhulgakov explain how they collaborated to build Composer as a specialized foundation model. The core insight: models have finite capacity in their weights, and allocating all those bits to the singular task of software engineering in Cursor frees the model to be both better at the task and far more efficient at inference. Rather than start from pre-training and work up, they took an unconventional top-down approach — mid-training and RL on top of an open-source base to get a useful model into users' hands fast, then specializing the model around real Cursor usage. With Fireworks providing distributed infrastructure, Composer delivers frontier-class coding performance with the speed of a much smaller model. Hosted by Sonya Huang, Sequoia Capital

Jake Stauch, founder and CEO of Serval, is building a ServiceNow for the AI era. His most contrarian bet is that the product should look like boring old enterprise software, but with unlimited intelligence. Serval's architecture splits work between two agents: an admin agent that uses code generation to spin up workflows from natural language, and a help desk agent that can only act through the tools admins explicitly approve. Jake explains why his team uses OpenAI models for end-user interaction and Anthropic models for code generation, why new model releases sometimes have to be rolled back when prompt tuning breaks, and why he's not worried the foundation labs will come downmarket. He also makes the case for "fewer, better" hiring as the only durable moat in a world where products may need to be rebuilt every six months. Hosted by Pat Grady, Sequoia Capital

Most music platforms assume you're a listener. On Suno, 90% of daily users make something. Founder and CEO Mikey Shulman explains why that flips the  model: the act of creating IS the entertainment, with closer parallels to gaming and Claude Code than to Spotify. He breaks down the technical bets that got them here — modeling raw sound waves instead of encoding music theory, choosing autoregression over diffusion to prioritize full songs over crisp clips, and why music isn't a scale problem the way LLMs are. He also shares why partnering with Warner matters more than disrupting the record labels, what a truly interactive Coachella might look like, and why he thinks the digital music experience is finally due for its first real change in 25 years. Hosted by Sonya Huang, Sequoia Capital

Atlassian connected its AI agents to a richer layer of company knowledge (documents, projects, goals, people) and measured a 44% improvement in answer accuracy using 48% fewer resources. Same models. Different information. Brian Armstrong restructured Coinbase the same week: 14% headcount cut, five management layers maximum. When AI can surface what previously required institutional memory and senior tenure, the organizational layers built around that knowledge become harder to justify.The visible shift gets covered in tech headlines. What gets lost in the announcement energy: none of this works if the company hasn't decided what it wants AI to do.The more widespread barrier is upstream of governance. Most executives approving AI budgets are working through the aftermath of pilots that underdelivered, first-generation deployments that didn't survive contact with their actual data, and early model results that left skepticism the current tools have since substantially outrun. That trust deficit — organizations evaluating new AI investment based on experiences two generations old — is where enterprise AI projects most commonly stall. Shadow AI governance and deployment intent are real risks, but they're downstream of that harder problem. There is no closing the capability gap inside an organization that is quietly waiting for the next deployment to fail too.John Willis co-wrote The DevOps Handbook because software teams were shipping code fast without feedback loops or governance. He sees the same pattern repeating with AI — and he spent five decades documenting what happens when the gap between vendor promises and operational reality gets this wide.* Why shadow AI is more dangerous than an outright ban* Why throughput without governance means instability at scale* Why governance creates flow instead of stopping it* Why most teams have ML evaluation tools when they need audit trails* Why even a five-person startup needs digitally signed records of agent decisions* What AI winters teach us about where we actually are nowListen: Spotify | Apple PodcastsRikki Singh leads product innovation at Twilio — what the company calls its biggest launch in 17 years. Before Twilio she was at McKinsey, where she co-authored the definitive research on what makes a great PM. The Qualtrics 2026 CX Trends Report found nearly 1 in 5 consumers who used AI customer service saw zero benefit. That number is the benchmark she is working against.* Why most AI CX is still FAQ automation with better packaging* Why the LLM wrapper creates false confidence — the model generates strings, it is not thinking* Vitamins vs painkillers: how to parse what customers don't say out loud* How to protect long-horizon bets inside a public company* Why the brand owns the accountability when AI gets a high-stakes interaction wrongListen: Spotify | Apple Podcasts

In this conversation, Sanjay Katkar, Founder, Quick Heal Technologies, India's only listed cybersecurity firm, breaks down 30 years of fighting hackers, the real mechanics of ransomware, and why your Gmail password may already be for sale on the dark web. Sanjay Katkar started debugging viruses on floppy disks as a college student in Pune in 1990, eventually building Quick Heal Technologies into India's only publicly listed cybersecurity company with over 25,000 channel partners, a ₹350 crore revenue run rate, and an enterprise security brand, Seqrite, that competes directly with CrowdStrike and SentinelOne in the Indian mid-market. In this episode with host Akshay Datt on Founder Thesis, Sanjay reveals the counterintuitive truth that being a small business does not make you safe - it often makes you the easiest backdoor into a much larger organisation, a tactic called supply chain attacks that is reshaping India cybersecurity risk for every SMB. He explains how the AIIMS ransomware attack involved months of silent reconnaissance before a single file was locked, how North Korea's Lazarus Group stole ₹89 crore from Cosmos Bank using coordinated ATM withdrawals across multiple countries, and why ransomware gangs actively protect their own brand reputation to ensure victims keep paying. With India's DPDP Act now law and AI enabling 10,000 personalised phishing emails per second, this episode arrives at the most consequential moment in India's digital security history.

Dans cet épisode, PPC vous propose une nouvelle expérience singulière : il confie l'analyse d'un essai provocateur signé Jack Dorsey, entrepreneur et cofondateur de Block (Square), publié par Sequoia Capital en mars 2026… à deux intelligences artificielles.Loin d'une lecture classique, PPC laisse ces deux IA débattre entre elles pour décortiquer une thèse radicale : remplacer entièrement le management intermédiaire par une intelligence artificielle centrale, capable de piloter l'entreprise en temps réel.À travers cet échange, les IA explorent les promesses de cette vision comme la suppression des frictions, la circulation instantanée de l'information, l'optimisation continue... tout en mettant en lumière ses failles profondes, notamment sur la psychologie humaine, la créativité et le rôle invisible du management.En filigrane, PPC utilise ce débat comme un révélateur. Car derrière la performance technologique se dessine une question beaucoup plus fondamentale : que devient une organisation quand elle est pensée uniquement comme un système à optimiser ?Un épisode à la fois vertigineux et critique, qui interroge la place de l'humain dans les entreprises de demain.Pour suivre les actualités de ce podcast, abonnez-vous gratuitement à la newsletter écrite avec amour et garantie sans spam https://bonjourppc.substack.com Et pour découvrir l'ouvrage de PPC préfacé par Serge Papin, rdv ici Réinventez votre entreprise à l'ère de l'IAHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

nFactorial Intelligence - еженедельные новости из мира стартапов и ИИ. В этом эпизоде нашего подкаста мы представляем свежий выпуск рубрики nFactorial Intelligence. Арман делится мыслями о том, почему сейчас открылось уникальное окно возможностей для молодых фаундеров, и подробно разбирает главные технологические сдвиги. Внутри выпуска - жесткие уроки менеджмента от Джека Дорси, выводы об упущенных инвестициях Дженсена Хуанга, и разбор того, почему инженеры в Anthropic больше не пишут код своими руками, а управляют целым штатом ИИ-агентов. Мы также поговорим о невероятном кейсе Леопольда Ашенбреннера - экс-сотрудника OpenAI, который без опыта в финансах превратил капитал своего хедж-фонда из $225 млн в $5,5 млрд, сделав гениальную ставку на энергетику для ИИ-кластеров. Кроме того, обсудим феномен «ракет с тепловым наведением на боль» в корпоративной среде, выясним, почему создатели Devin и Scale AI знают друг друга со школы, и поздравим звезд шахмат Бибисару Асаубаеву (Казахстан) и Жавохира Синдарова (Узбекистан) с крутыми результатами на турнире претендентов. Этот выпуск будет особенно полезен предпринимателям, разработчикам и всем, кто хочет понять, как vibe-coding и новые бизнес-модели Sequoia Capital меняют правила игры прямо сейчас. Рекомендации от nFactorial School: nFactorial Incubator 2026: построй свой ИИ-стартап с $1000 MRR за 8 недель - https://2026.nfactorial.school/

"I don't know how to do that" used to be a pretty reasonable thing to say. Twenty years ago I bought a book called Small Business for Dummies because that was genuinely one of the only options. I read it cover to cover and figured out what I could.That phrase doesn't have the same shelf life anymore.I was just in Lexington with my good friend Glenn Lundy, watching high school students go through an entrepreneurship class, and it got me thinking about how different the path is now. Specifically because of AI. The gap between "I don't know how" and actually knowing how is now measured in minutes, not months.That's a gift. But it's also a filter.The people who are winning right now are the ones who land on "I can find out" before they even finish the sentence. And the ones who stop at "I don't know" are on a fast track to being replaced by the ones who don't.This episode is about that shift, what it means for people building businesses and careers right now, and why the real competitive advantage isn't the tools, it's the mentality you bring to them.In this episode: the Small Business for Dummies origin story, what Sequoia Capital is saying about AI and the future of creative work, and why "I can find out" might be the most important phrase in your vocabulary right now.Pursue Clarity, Paul.Connect with me at www.pauljdaly.comCheck out the More Than Cars Movement here. 

James Cadwallader, co-founder and CEO of Profound, makes the case that we are living through the biggest platform shift in marketing history. The front door of the internet hasn't changed, but the visitor walking through it has. Where consumers once clicked blue links, AI agents now crawl the web on their behalf, synthesizing answers and steering purchase decisions at scale. James explains why Gemini, ChatGPT, and Claude all recommend brands differently, why mapping AI visibility onto traditional SEO is the wrong instinct, and why the real imperative is to equip a superintelligent agent with original insight it couldn't find anywhere else. He also digs into the dead internet theory – the possibility that human browsing could largely cease within three years – how AI advertising may become the most effective form the world has ever seen, and why agent-led marketing isn't just automation of the old work, but an entirely new capability. Hosted by Sonya Huang, Sequoia Capital

This week, Liz traveled to San Francisco for HumanX, an artificial intelligence conference where she sat down with an all-star lineup for FOX Business exclusive interviews. Vinod Khosla of Khosla Ventures explains how AI-driven startups are currently disrupting the legacy military-industrial complex. Zoom CEO Eric Yuan shares his vision to increase human productivity. Jeffrey Katzenberg and Justin Wexler of WndrCo dive into the future of consumer cybersecurity and creative storytelling. Then, Sequoia Capital partner Konstantine Buhler describes how agentic AI is transforming specialized sectors like the legal industry. Learn more about your ad choices. Visit podcastchoices.com/adchoices

AGENDA: 03:59 — Anthropic Surpasses OpenAI in Revenue 12:43 — OpenAI Management Reboot 18:24 — OpenAI Buys TBPN 29:00 — SpaceX Files for IPO Targeting $2 Trillion Valuation 37:21 — Doug Leone Returns to Sequoia Capital 41:14 — YC Kicks Out Delve 45:21 — The Rise of Open Router 57:59 — Supabase Targeting $10B Valuation 01:08:18 — The Mercor Hack and AI Cyber Threats Moving Forward 01:17:25 — The $1.8B Two-Person Company  

In this episode, Bill sits down with Viraj Bindra, co‑founder and CEO of Finch, to unpack how AI is reshaping the future of personal injury law. Viraj shares his journey from eight years at DoorDash to building an AI‑native pre‑litigation team backed by Sequoia Capital. They dive into what it takes to scale law firm operations with AI, why the legal industry is primed for transformation, and how Finch blends human expertise with intelligent agents to help firms handle more cases with less overhead.It's a conversation about innovation, growth, and the mindset shift required to build the next generation of legal operations.

Brett Adcock is a technology entrepreneur focused on building companies in robotics, artificial intelligence, and aerospace. Born and raised on a third-generation farm in central Illinois, he developed an early fascination with technology and building systems from the ground up. After attending the University of Florida, he set out to tackle ambitious, capital-intensive industries with the goal of reshaping transportation, labor, and human-machine collaboration. At 26, Adcock founded Vettery, an AI-powered talent marketplace that matched thousands of companies with highly qualified candidates. The company scaled rapidly and was acquired in 2018 for $110 million by The Adecco Group, the world's largest recruiting firm. In 2018, he founded Archer Aviation to develop electric vertical takeoff and landing (eVTOL) aircraft aimed at transforming urban air mobility. During his time leading the company, Adcock helped architect, engineer, and flight-test five generations of aircraft, vertically integrating key technologies including flight software, electric motors, actuation systems, and battery systems. Archer secured a $1.5 billion partnership with United Airlines and positioned itself at the forefront of next-generation aviation. In 2022, Adcock founded Figure, where he serves as Founder & CEO. Figure is building general-purpose humanoid robots designed to address global labor shortages and work alongside humans in manufacturing, logistics, warehousing, retail, and the home. Backed by leading investors including Andreessen Horowitz and Sequoia Capital, the company has raised billions in venture capital and is focused on deploying embodied AI systems at scale. He is also the founder of Cover (2023–present), an AI security company developing non-intrusive scanners in partnership with NASA's Jet Propulsion Laboratory. The technology is designed to passively detect concealed weapons in crowded environments, with the goal of improving public safety without invasive screening. Follow the market: https://polymarket.com/event/ai-bubble-burst-by Shawn Ryan Show Sponsors: SpotOn GPS Fence — trusted by Shawn Ryan for his dog Stanley. The most reliable GPS dog fence: 100% secure from backyard to backcountry with virtual boundaries you control from your phone. No wires, no digging. Sets up in minutes, any size, any shape, anywhere. Learn more: https://spotonfence.com/srs Sign up for your $1 per month trial today at https://shopify.com/srs Get 20% off Rho Nutrition Liposomal NAD+ for clean, sustained energy and sharper focus with code SRS at https://rhonutrition.com/discount/SRS risk-free 60-day money-back guarantee. If you're serious about selling to the Department of War, go to https://SBIRAdvisors.com and mention Shawn Ryan for your first month free. Brett Adcock Links: X - https://x.com/adcock_brett IG - https://www.instagram.com/brett_adcock WEB - https://www.brettadcock.com LI - https://www.linkedin.com/in/brettadcock Learn more about your ad choices. Visit podcastchoices.com/adchoices

Todd Irwin is a brand strategy veteran with over 30 years of experience who currently serves as the Founder and Chief Strategy Officer of Fazer, a New York-based brand strategy and creative agency. He is widely recognized for pioneering the De-Positioning methodology, a strategy designed to turn a competitor's strengths into liabilities. Professional Background Industry Expertise: He has led large-scale identity and strategy projects for Fortune 500 giants (including The Coca-Cola Company, Verizon, Walmart, and Nikon) as well as venture-backed startups from Sequoia Capital and GV (Google Ventures). Fazer Agency: Under Irwin's leadership, Fazer operates as a "new-model" agency where branding experts lead all other teams (advertising, PR, digital) to ensure a unified, competitive strategy. Author: He is the author of De-Positioning: The Secret Brand Strategy for Creating Competitive Advantage, released in November 2025.

Jason Kelly founded Ginkgo Bioworks in 2008 with a simple but radical idea: DNA is code, and cells are programmable. Sixteen years later, AI is finally making that vision real in ways that could reshape science itself. Jason describes a landmark collaboration with OpenAI in which a reasoning model with access to a robotic lab beat the state of the art in biochemistry by 40% - not by being smarter than scientists, but by running experiments 24 hours a day and sharing data across a hundred parallel hypotheses simultaneously. He argues that the biggest inefficiency in science isn't intelligence, it's manual labor. Once AI helps scale research, the cost of discovery collapses and breakthroughs follow, with profound implications for biopharma, national competitiveness, and human health. Hosted by Sonya Huang and Pat Grady, Sequoia Capital

Philip Johnston, founder and CEO of Starcloud, explains why space will become the primary location for AI compute infrastructure within the next decade. After witnessing SpaceX's massive manufacturing scale at Starbase, Philip realized that declining launch costs would make space-based data centers cheaper than terrestrial ones. He breaks down the physics of heat dissipation in vacuum, the economics of solar power without atmosphere, and why the marginal cost of space infrastructure decreases while Earth-based costs increase. Philip previews a future where close to a trillion dollars per year in CapEx flows to space compute. And, yes, we get his take on aliens. Hosted by: Sonya Huang and Pat Grady, Sequoia Capital.

Keller Cliffton is the co-founder and CEO of Zipline, the world's largest commercial autonomous delivery system, which today serves 5,000 hospitals across multiple countries and saves an estimated 17,000 lives per year. In this episode, Keller breaks down his extreme hiring philosophy that has powered Zipline for over a decade. He also walks through Zipline's full origin story: from a near-dead home robot startup to a scrappy bet on drone blood delivery in Rwanda, to 135 million autonomous miles flown. In today's episode, we discuss: Why Zipline hires teenagers over PhDs Why the best startup employees are "heat-seeking missiles for pain" The 5 leadership attributes Zipline has never shared publicly The brutal firing advice that shaped Keller's leadership How Rwanda's health minister changed Zipline's trajectory References: Airbnb: https://www.airbnb.com Alfred Lin: https://www.linkedin.com/in/linalfred/ Amazon: https://www.amazon.com Apple: https://www.apple.com Brian Chesky: https://www.linkedin.com/in/brianchesky/ Cleveland Clinic: https://my.clevelandclinic.org Netflix: https://www.netflix.com Paul Kagame: https://www.linkedin.com/in/paulkagame/ Reflect Orbital: https://www.reflectorbital.com Sequoia Capital: https://www.sequoiacapital.com SpaceX: https://www.spacex.com Sphero: https://www.sphero.com Tesla: https://www.tesla.com University of Washington: https://www.washington.edu Walmart: https://www.walmart.com Zipline: https://www.zipline.com Where to find Keller: LinkedIn: https://www.linkedin.com/in/kellerrc/ Twitter/X: https://x.com/Keller Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ Twitter/X: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast Timestamps: 00:00 Introduction 02:11 Why Zipline doesn't hire for experience 06:04 Are founders born or made? 07:37 Why Zipline hires 17-year-olds over PhDs 17:03 The employees Zipline doesn't want 18:53 The ultimate startup hire is a "heat-seeking missile" 20:36 Why blind references are a non-negotiable 23:07 Can candidates admit when they screwed up? 30:10 Zipline's secret leadership playbook 35:16 Why you should always fire quickly 36:26 The early vision for Zipline 39:48 How Zipline almost died - twice 44:55 From toy robots to drone delivery: Zipline's pivot 51:35 How Rwanda's health minister changed everything 57:10 Why Zipline's launch was a "complete disaster" 1:04:05 Scaling from 1 hospital to 5000 1:05:17 The 10x hardware cost rule every founder should know

This week's Espresso covers news from DollarApp, Zapia, Celero, Cicada, and more!Outline of this episode:[00:30] – Ualá raises $195M led by Allianz X[00:40] – DollarApp raises $70M from Sequoia and Founders Fund[00:48] – Zapia raises a $7M round[00:55] – Celero raises $2.9M Series A[01:06] – Vitrify raises $190K for private credit platform[01:15] – Cicada raises $13.5M Series A round[01:31] – Pagsmile acquires 49% of a55Resources & people mentioned:Startups: Ualá, DolarApp, Zapia, Celero, Vitrify, Cicada, Pagsmile, a55,VCs: Allianz X, Prosus Ventures, Sequoia Capital, Founders Fund, Headline, Citigroup.

Nominal's cofounders (Cameron McCord, Jason Hoch and Bryce Strauss) realized that the new age of reindustrialization requires a new approach to hardware engineering and testing that's closer to how software is developed. They founded Nominal with the insight that while SpaceX, Tesla, and Anduril built proprietary internal platforms for hardware testing, the thousands of new hardware entrants can't afford to replicate that work. Nominal serves as the system of record for hardware testing, helping companies move from PDF-based workflows to modern data infrastructure that catalogs telemetry from sensors producing millions of data points per second. The platform enables engineers to author validation logic that follows hardware systems from initial testing through manufacturing and field deployment. We discuss their belief that all hardware companies will become physical AI companies, and why they think Nominal's role as the verification layer will be critical - because unlike a video game, physical products require rigorous validation before they enter the real world. Hosted by: Alfred Lin and Sonya Huang, Sequoia Capital

Send a textMiguel Armaza interviews George Robson, Partner at Sequoia Capital, one of the most legendary venture firms in the world. Founded in 1972 by Don Valentine, Sequoia has backed some of the most successful tech and fintech companies in history including Nvidia, Apple, Google, Nubank, and Stripe. Sequoia-backed companies make up over 25% of the Nasdaq's market cap, and add up to $13+ trillion in market cap.George is one of 19 investing partners at Sequoia and was previously a product manager at Revolut. We discuss how Revolut built a multi-product machine by treating every team like a startup, how Sequoia uses storytelling to calibrate its investors on what generational founders look like, and why the next wave of fintech winners will be full stack companies that internalize the technology instead of selling it to incumbents.Timestamped Overview00:00 Intro & George's Background04:14 Finding My People at Revolut07:37 Building Self Sufficient Cross Functional Teams10:57 Focus on Growth and Profitability14:45 Crucial Decision and Growth17:49 High-Conviction Investment Strategy19:07 Parth's Inspiring Entrepreneurial Path23:38 Entrepreneur Growth and Resilience28:19 Storytelling Key to Early Success31:05 Effective Board Dynamics34:14 Entrepreneurs Investors and Problem Discovery36:42 Outsiders Tackling Big Markets40:21 Rewriting Business Laws of Gravity44:04 Humbling Reads and Insights46:17 Doug Leone Fierce and KindWant more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary? Check out the Fintech Leaders newsletter and join 80,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIp

Ethan Thornton is the Founder and CEO of Mach Industries, a defense technology company developing next-generation unmanned systems and hydrogen-powered weapons platforms to redefine modern warfare and energy logistics. Ethan left MIT after one semester in 2023 to focus on building Mach full-time. Originally from Texas, Ethan grew up on a farm where he began prototyping weapons in high school. Funded through car tech jobs, knife and furniture sales, and small engineering projects. His early hands-on ingenuity and deep sense of urgency, intensified by the war in Ukraine—motivated him to accelerate U.S. innovation in unmanned aircraft and weapon systems to help deter China and strengthen national defense capabilities. Under his leadership, Mach Industries has attracted backing from top venture firms including Sequoia Capital, Khosla Ventures, and Bedrock, and has secured major U.S. Army contracts while expanding manufacturing operations. Ethan's work reflects a broader vision beyond defense. He frequently speaks on the strategic significance of Taiwan's semiconductor industry, the U.S. dollar's reserve status, the challenge of social decay and neo-feudalism, and the need for productive, post-partisan solutions that secure America's technological and economic future. Shawn Ryan Show Sponsors: Go to https://calderalab.com/SRS. Use code SRS for 20% off your first order. Go to https://helixsleep.com/SRS for 25% off. Make sure you enter our show name after checkout so they know we sent you! Go right now to https://hillsdale.edu/SRS to enroll. There's no cost, and it's easy to get started. Ethan Thorton Links: X - https://x.com/ethanrthornton Mach Industries X - https://x.com/mach_industries Mach Industries - https://www.machindustries.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

On the show Long Strange Trip, Sequoia Capital partner Brian Halligan speaks with a16z's Ben Horowitz about what separates great founder CEOs from everyone else. Ben explains why first-time founders lose confidence, defer too much to senior hires, and let decision debt paralyze their companies. They discuss where founder mode works and where people are taking it too far, why the VP of Sales is the hire founders mess up more than any other, and why Andy Grove's "constructive confrontation" matters more than most CEOs realize. Ben also shares what he's learned working with Zuckerberg, what Jensen Huang and Elon Musk actually have in common, and why culture is defined by behavior, not values.   Resources: Follow Brian Halligan on X: https://twitter.com/bhalligan Follow Ben Horowitz on X: https://twitter.com/bhorowitz Listen to more from Long Strange Trip: https://www.youtube.com/playlist?list=PLOhHNjZItNnNu8wknSuVtcSJRs7Q4xqOE   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dublin Tech Summit has revealed the first of its confirmed keynote speakers for Ireland's flagship tech event taking place this May. Returning for its tenth edition, Dublin Tech Summit 2026 will feature some of the world's biggest tech companies spanning sectors including AI and cybersecurity, fintech, new media, and more. The conference will serve as the marquee event during the second annual Dublin Tech Week, a week-long celebration of innovation, community, and collaboration running from 22 – 29 May. John Willett, co-founder and COO of Rogo, and one of fintech's emerging leaders, will be joining the conference this year. This January, Rogo raised $75 million from Sequoia Capital, a significant milestone. As the company opens its first international office in London to accelerate expansion across Europe, John is leading the charge on the ground, building strategic partnerships with European financial institutions and driving successful implementation and adoption. Recognised on the 2025 Forbes 30 Under 30 list, John represents a new generation of operators scaling high-growth technology companies onto the global stage. Dublin Tech Summit will also host Paul Hourican, Head of Creative Industries at Napier Capital Partners. Paul has extensive experience in the music industry, having acted as Global Head of Music at TikTok, Head of Talent and Music at MTV, and senior leadership roles at YouTube. His deep understanding of creative industries, digital transformation, and audience engagement positions him as a leading voice on the evolving relationship between music, media, and technology. Ken Moore, Chief Innovation Officer of Mastercard will also be joining Dublin Tech Summit as a keynote speaker. A veteran of the tech industry, Ken brings decades of experience leading large-scale digital transformation across global organisations. He is widely recognised for his expertise in driving innovation within complex ecosystems, advancing secure digital payments infrastructure, and embedding emerging technologies into enterprise strategy to deliver long-term growth and resilience. Other Dublin Tech Summit speakers will include Bianca Zwart, Chief Strategy Officer at Bunq, Thomas Zimmermann, CEO of FreeNow, Sigurdur Arnason, co-founder and CEO of Overtune, and Eric Mosley, founder and CEO of Workhuman, with more to be announced soon. With a lineup of top-tier speakers, the conference will feature impactful platforms that bring together high-growth startups, disruptive scaleups, and forward-thinking industry leaders to explore the forces shaping the tech world-and beyond. This will include the Tech Hive stage which, through a unique silent-disco format, will showcase deep technical content from areas of quantum computing, cybersecurity, and blockchain. The Tech Hive stage represents the cutting edge of deep tech exploration, where developers, engineers, and technical innovators come together to tackle complex challenges in AI, software development, and emerging technologies. Clare Kilmartin, Chief Operating Officer, Dublin Tech Summit, said: "Since the first Dublin Tech Summit ten years ago, we've grown into one of the impactful tech events in Europe, uniting thought leaders from across the globe to foster conversation, innovation, and collaboration. This year's line-up of speakers represents the forefront of technological innovation, and highlights the calibre of our event." Dublin Tech Week, 22 – 29 May 2026: A Collaborative Celebration Of Innovation In Dublin brings together the city's tech leaders, educators, creatives and public through a vibrant series of events, showcasing Dublin as a dynamic global tech hub. As the flagship event of the week-long celebration of all things tech, Dublin Tech Summit highlights STEM engagement, fosters connections and the intersection of tech, culture, work and everyday life. See more stories here.

What is the secret to scaling a startup into the next Google, Youtube or Airbnb? Why do you need an American on your board to be as successful as them? And what is Trump really motivated by? Plus why being an outsider can be a superpower in business. Sir Michael Moritz ran Sequoia Capital for over 35 years and is one of the world's most successful venture capitalists - he talks to Steph about the convulsive context of Trump's America, what it takes to become one of the Magnificent Seven and how his family's escape from Nazi Germany led to an inherited despair that powered him through business - as featured in his new book Ausländer. The Rest is Money is brought to you by Octopus Energy, Britain's smart energy pioneer. Email: ⁠⁠⁠⁠⁠⁠the⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠restismoney@goalhanger.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@RestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Self Created Valuation Boosts Apple Announces new Podcast push AI – A breakdown Playing them like a fiddle – Warner Brothers PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - A NEW CTP just announced - China releasing new AI models - AI - A breakdown - we are on overload - Big Employment news.... Markets - Self Created Valuation Boosts - Apple Announces new Podcast push - Playing them like a fiddle - Warner Brothers Quick Note - Going to rip up the playbook on something this week on TDI Podcast. Anyone who owns an annuity should listen to what is about to come on next Sundays show.....  No Agenda... Olympics - Anything to discuss? MONEY FOR ALL - The average tax refund is 10.9% higher so far this season, compared to about the same point in 2025, according to early filing data from the IRS. - The 2026 tax season opened Jan. 26, and the average refund amount was $2,290 as of Feb. 6, up from $2,065 about one year prior, the IRS reported Friday night. - As of Feb. 6, the total amount refunded was more than $16.9 billion, up 1.9% compared to last year, according to the IRS release. That figure reflects current-year returns only. - This is partly because there were excess-witholdings from last year on the rules changed and paycheck withholdings were not adjusted. This is a one time situation.. Emplyment - 4.3% - "Better" than expected payrolls number - A major revision was released last Wednesday. Overall 2025 job growth was much weaker than initially reported. The total net change for the full year 2025 was revised down from +584,000 jobs to just +181,000 jobs (seasonally adjusted) — an average of only about 15,000 jobs added per month instead of ~49,000. This made 2025 one of the weakest years for job creation in recent non-recession periods. - Employment levels were consistently overstated throughout 2025 by roughly 800,000 to over 1 million jobs, peaking around mid-year. For example: By March 2025, the level was revised down by 898,000. By December 2025 (preliminary), down by 1,029,000. - Monthly changes were also adjusted downward in most cases (e.g., August's originally reported -26,000 became a larger loss of -70,000; September's +108,000 became +76,000). - The revisions reflect normal annual benchmarking, but this one was unusually large (larger than the typical 0.2% average over the prior decade), likely due to factors like overestimation of business births or other data mismatches. - In short, the data reveals that the U.S. labor market in 2025 was significantly softer than the monthly headlines suggested at the time — job growth was overstated by a substantial margin, painting a picture of a much weaker employment picture for the year. AI Updates - While U.S. markets have been focused on the impact of Anthropic and Altruist's tools on software and financial services, China's tech giants have released AI models this week that have shown advancements in robotics and video generation. - Google is reporting that China's AI models are just MONTHS behind western models - However - is this progress? In a video demo, Alibaba showed a robot with pincers for hands that appeared to be able to count oranges, pick them up and place them in a basket. It was also shown taking milk out of a fridge. - Alibaba on Monday unveiled a new artificial intelligence model Qwen 3.5 designed to execute complex tasks independently, with big improvements in performance and cost that the Chinese tech giant claims beat major U.S. rival models on several benchmarks. - Zhipu AI — which trades as Knowledge Atlas Technology in Hong Kong said the model approaches Anthropic's Claude Opus 4.5 in coding benchmarks while surpassing Google's Gemini 3 Pro on some tests. - Shares of MiniMax also jumped Thursday after it launched its updated M2.5 open-source model with enhanced AI agent tools. Grok Update - Grok, Elon Musk's AI chatbot, has been gaining ground in the U.S. over the past months, data showed, even as it draws global censure and regulatory scrutiny after being used to generate a wave of non-consensual sexualized images of women and minors. - U.S. market share of the tool rose to 17.8% last month from 14% in December, and 1.9% in January 2025, according to data from research firm Apptopia. - Men are still the largest % users of Grok ~ 78% (down from 89% in April 2025) AI Market Share - ChatGPT's share slumped to 52.9% last month from 80.9% in January last year, while Gemini's grew to 29.4% from 17.3% over the same period. AI Market Share InfoGrapic and AI Understanding - Have we gone through this? - At its core, AI is technology that lets machines perform tasks that normally require human intelligence — things like understanding language, recognizing images, making decisions, or solving problems. - Modern AI (especially since ~2022) is dominated by machine learning — systems that learn patterns from huge amounts of data instead of being explicitly programmed rule-by-rule. - Inference is the "using" or "applying" phase of AI — when a trained model takes new input and produces an output / prediction / answer. Contrast with training (the "learning" phase): ------ Training ? Like a student studying for years: very compute-heavy, expensive, done once (or rarely) on massive servers/GPUs, adjusts billions of parameters based on examples. ------ Inference ? Like the student taking a test or doing their job: much faster, cheaper, runs on your phone/laptop/cloud, uses the fixed knowledge from training to respond instantly. - gentic AI takes regular AI (like chat models) to the next level: instead of just answering questions or generating text, these systems act autonomously to achieve goals with minimal human help. "Agentic" comes from "agency" — the ability to make decisions, plan, use tools, take actions, adapt, and even learn from results — like a smart digital employee rather than just a smart answer machine. AI Infographic Last AI Item - A shortage of memory chips is hammering profits, derailing corporate plans, and inflating price tags on various products, with the crunch expected to get worse. - The fundamental reason for the squeeze is the buildout of AI data centers, with companies like Alphabet and OpenAI buying up large shares of memory chip production, leaving consumer electronics producers fighting over a dwindling supply. - The resulting price spikes are causing concern, with some warning of "RAMmageddon" and others predicting that memory chip prices will go "parabolic", bringing lavish profits to some companies but painful prices to the rest of the electronics sector. Here is something: - Gallup will no longer track presidential approval ratings after nearly 90 years - Founded by George Gallup in 1935, the Washington, DC-based management company began tracking the president's job performance 88 years ago. - Gallup told USA TODAY it will no longer publish "favorability ratings of political figures," a decision it said "reflects an evolution in how Gallup focuses its public research and thought leadership." - Gallup said the ratings are now "widely produced, aggregated and interpreted, and no longer represent an area where Gallup can make its most distinctive contribution." - "Our commitment is to long-term, methodologically sound research on issues and conditions that shape people's lives," the company wrote, adding that its work will continue through the Gallup Poll Social Series, the Gallup Quarterly Business Review, the World Poll and more. - Seems like they are unable to SHAPE opinion due to social media etc.....? Apple Podcast Update - Big news! - Apple on Monday announced that it will bring a new integrated video podcast experience to Apple Podcasts this spring. - The move comes as video viewership continues to reshape podcasting. About 37% of people over age 12 watch video podcasts monthly, according to Edison Research. - The update brings Apple Podcasts more in-line with its competitors Spotify, YouTube and now Netflix, which have increasingly leaned into video podcasting. -“Twenty years ago, Apple helped take podcasting mainstream by adding podcasts to iTunes, and more than a decade ago, we introduced the dedicated Apple Podcasts app,” said Eddy Cue, Apple's senior vice president of Services, in a statement. “ - By bringing a category-leading video experience to Apple Podcasts, we're putting creators in full control of their content and how they build their businesses, while making it easier than ever for audiences to listen to or watch podcasts.” M&A - Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips. - Silicon Labs investors will receive $231 in cash for each share of the company's common stock and the transaction is expected to close in the first half of 2027. - The transaction still needs to win approval by investors in Silicon Labs and shares of Silicon Labs surged by 51% to $206.48 after the announcement. Inflation - This helps - PepsiCo, will cut prices on core brands such as Lay's and Doritos by up to 15% following a consumer backlash against several previous price hikes, the snacks and beverage maker said on Tuesday after it topped fourth-quarter results. Miran - Moving - Federal Reserve Governor Stephen Miran is leaving his post as chair of the Council of Economic Advisers, CNBC has confirmed. - He joined the CEA in January 2025, but had been on leave from that post since last September when he filled the unexpired term of former Fed Governor Adriana Kugler.- He reamins on Fed board No Biggie???? - There are some astonishing cased being reported of Bad AI in the operating room - JNJ's TruDi Navigation System - Since AI was added to the device, the FDA has received unconfirmed reports of at least 100 malfunctions and adverse events. - At least 10 people were injured between late 2021 and November 2025, according to the reports. Most allegedly involved errors in which the TruDi Navigation System misinformed surgeons about the location of their instruments while they were using them inside patients' heads during operations. - Cerebrospinal fluid reportedly leaked from one patient's nose. In another reported case, a surgeon mistakenly punctured the base of a patient's skull. In two other cases, patients each allegedly suffered strokes after a major artery was accidentally injured. Cuba - The main airport has putt out a bulletin that they are out of Jet Fuel - Blackouts and lack of other fuels are creating big problems - No airlines have stopped running at this point, but many will as they cannot refuel - This is a bigger problem for cargo planes (supplies) that may not be able to risk flying to Cuba as they will not be able to get out. Dalio Warning -  Legendary investor Ray Dalio said on Tuesday the world was “on the brink” of a capital war. - He said central banks and sovereign wealth funds were already preparing for measures like foreign exchange and capital controls. - "When money is weaponized using measures like trade embargoes, blocking access to capital markets, or using ownership of debt as leverage." - “Capital, money, matters,” Dalio said Tuesday. “We're seeing capital controls … taking place all over the world today, and who will experience that is questionable. So, we are on the brink — that doesn't mean we are in [a capital war now], but it means that it's a logical concern.” - Could this be why gold and siver are being hoarded (physical assets over digital currency? - Is China's edict to banks to diversify away from US Treasuries a sign? Self Boosted Valuation - Waymo is aiming to raise about $16 billion in a financing-round that would value it at nearly $110 billion, Bloomberg News reported, citing people familiar with the matter. - Alphabet would provide about $13 billion to the autonomous driving firm while the rest would come from investors including Sequoia Capital, DST Global and Dragoneer Investment Group, the report added. - Soooooo - Waymo is a unit of Alphabet.... Alphabet providing 80% of the funding that boosts valuations..... Hmmmmmmmm Warner Brothers -  Warner Bros Discovery Inc is considering reopening sale talks with Paramount Skydance Corp after receiving its amended offer. - The Warner Bros board is discussing whether Paramount could offer a path to a superior deal, which may ignite a second bidding war with Netflix Inc. - Paramount submitted amended terms that addressed several concerns, including covering a fee owed to Netflix and offering to backstop a Warner Bros debt refinancing. Economics Coming Up - Short Week - plenty of Reports - Wednesday - Durable Goods, Housing Starts, Industrial Production, FOMC Minutes - Thursday - Philly Fed, Initial Claims - Friday: PCE, Personal Income and Spending, GDP for Q4 (3.6%) ----- New Home Sales, UMich Feb Final   Love the Show? Then how about a Donation? ANNOUNCING THE THE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Will Brown and Johannes Hagemann of Prime Intellect discuss the shift from static prompting to "environment-based" AI development, and their Environments Hub, a platform designed to democratize frontier-level training. The conversation highlights a major shift: AI progress is moving toward Recursive Language Models that manage their own context and agentic RL that scales through trial and error. Will and Johannes describe their vision for the future in which every company will become an AI research lab. By leveraging institutional knowledge as training data, businesses can build models with decades of experience that far outperform generic, off-the-shelf systems.Hosted by Sonya Huang, Sequoia Capital

Jamie Cuffe is solving one of AI's hardest problems: getting conservative, regulated industries to trust autonomous agents with mission-critical work. At Pace, he's building AI that replaces traditional BPOs in insurance, handling everything from email triage to claims processing with 50-75% cost savings. Drawing on his experience at Retool, Jamie emphasizes the importance of "closing the distance" with customers through forward-deployed engineering and being "the rock" that clients can rely on. He shares how focusing on top-tier insurance carriers and maintaining exceptionally high standards is enabling Pace to capture a meaningful share of the $400 billion BPO market while building a durable business model - at AI-native velocity. Hosted by Lauren Reeder and Pat Grady, Sequoia Capital

Zach Lloyd built Warp to modernize the terminal for professional developers, but the rise of coding agents transformed his company's trajectory. He discusses the convergence of IDEs and terminals into new workbenches built for prompting and agent orchestration, and why he thinks "coding will be solved" within a few years, making human expression of intent the ultimate bottleneck. Zach explains how Warp competes against subsidized tools from Anthropic and OpenAI, and why the terminal's time-based, text-oriented format makes it perfect for managing swarms of cloud agents. Hosted by Sonya Huang, Sequoia Capital

Petri Redelinghuys from Herenya Capital Advisors revisits Sasol – one of his 2025 picks – after a volatile year, and asks whether it still earns a place in his portfolio. Chris Harmse of Sequoia Capital unpacks December inflation at 3.6% and an average CPI of 3.2% for 2025, the lowest in more than a decade, and what it signals for next week's interest rate call. Hiten Keshave, CEO of Unconventional CA, argues that funding is not the problem for SMEs – capital is available, but many businesses are simply not ready to absorb it.

Chris Harmse of Sequoia Capital unpacks December inflation at 3.6% and an average CPI of 3.2% for 2025, the lowest in more than a decade, and what it signals for next week's interest-rate call.

TechCrunch Disrupt Battlefield 2023 winner, Biotics AI, announced on Monday that it has received FDA clearance for its AI software that helps detect fetal abnormalities in ultrasound images. Also, Sequoia Capital is reportedly joining a blockbuster funding round for Anthropic, the AI startup behind Claude, according to the Financial Times. It's a move sure to turn heads in Silicon Valley. Why? Because venture capital firms have historically avoided backing competing companies in the same sector. Learn more about your ad choices. Visit podcastchoices.com/adchoices

We recorded this special live episode of Design Better at Sequoia Capital in Silicon Valley, with our Experts in Residence: Irene Au, Kevin Bethune, and James Buckhouse. Longtime listeners will recognize these names—Irene appeared on Episode 1 of Design Better, we explored Kevin's remarkable journey from nuclear engineer to Air Jordan designer in episode 72, and we visited James at Sequoia Capital for a live AMA last year. Together, they've shaped how businesses build, how design operates at scale, and how creativity thrives inside technology and venture capital. Irene Au led the design practices at Yahoo! and Google during their formative years. Now a Design Partner at Khosla Ventures, she coaches designers, executives, and founders from seed stage through exit. Kevin Bethune is a multidisciplinary design and innovation executive. His career spans nuclear engineering, product creation at Nike, and formal design training at ArtCenter. Kevin wrote two MIT Press books—Reimagining Design and Nonlinear. And he's the host of the TV show, America ByDesign on CBS. James Buckhouse is a Design Partner at Sequoia working with founders from idea to IPO to design companies, products, and cultures. His multidisciplinary career spans film (Shrek, Madagascar, The Matrix), fine art (exhibited at the Whitney Biennial and Guggenheim), ballet, and technology (Senior Experience Architect at Twitter). Over the course of this conversation, we cover the evolution of design in technology, the value of diverse backgrounds in design, how technology is reshaping what designers do and how they work, cross-cultural design perspectives, and much more. *** Premium Episodes on Design Better This ad-supported episode is available to everyone. If you'd like to hear it ad-free, upgrade to our premium subscription, where you'll get an additional 2 ad-free episodes per month (4 total). Premium subscribers also get access to the documentary Design Disruptors and our growing library of books: You'll also get access to our monthly AMAs with former guests, ad-free episodes, discounts and early access to workshops, and our monthly newsletter The Brief that compiles salient insights, quotes, readings, and creative processes uncovered in the show. And subscribers at the annual level now get access to the Design Better Toolkit, which gets you major discounts and free access to tools and courses that will help you unlock new skills, make your workflow more efficient, and take your creativity further. Upgrade to paid *** If you're interested in sponsoring the show, please contact us at: sponsors@thecuriositydepartment.com If you'd like to submit a guest idea, please contact us at: contact@thecuriositydepartment.com

Jake founded Serval in April 2024— by Dec 2025 he'd raised a $75M Series B from Sequoia at a $1B valuation.He didn't look for a "wedge" or a "niche." He looked at ServiceNow—a $160B, 20+ year-old incumbent that everyone IT team relies on—and rebuilt it from the ground up in a YEAR. In this episode, Jake reveals the audacity behind building a full-platform replacement from Day 1, why he spent months building in the dark with zero revenue, and how he achieved a 50% demo-to-close rate on six-figure enterprise deals.Why You Should ListenHow to go from incorporation to a $1B valuation in just 18 months.The psychological shift in sales calls that proves PMF.How to build a demo so compelling that 50% buy on the spot.Why you no longer need to find a small wedge to win post Gen AI.The specific question that stops customers from giving you generic feedback.Keywordsstartup podcast, startup podcast for founders, hypergrowth, zero to one, unicorn startup, Sequoia Capital, replacing legacy software, enterprise sales strategy, ServiceNow competitor, Jake Stauch00:00:00 Intro00:03:25 Why "Hair on Fire" Problems Matter00:06:58 Learning What Winning Feels Like at Verkada00:14:05 100+ Customer Discovery Calls00:18:12 The One Question That Unlocks Real Pain00:23:48 Why No-Code Workflows Fail00:28:45 Taking Risks on AI Model Improvements00:35:49 From $0 to Six-Figure ACVs in 6 Months00:39:00 The Strategy to Rip and Replace ServiceNow00:47:30 The "Rounding Up" Signal of PMFSend me a message to let me know what you think!

This is a special episode, highlighting a session from ELC Annual 2025! Bill Coughran (Partner @ Sequoia Capital & former SVP of Engineering @ Google) and Bret Reckard (Talent Partner @ The General Partnership) deconstruct the evolving role of engineering leadership in an era dominated by AI hype. Bill is a legendary leader who joined Google right after the .com bubble and has seen every major industry shift since. Drawing on his experience scaling Google and advising world-class startups, Bill shares why the best leaders are "catastrophic thinkers," how to balance servant leadership with the need for decisive action, and why AI is forcing every leader to return to their technical roots. Plus they cover enduring companies and real value capture in the AI era, the nuances of organizational design, the "apprentice model" for mentorship and the dangers of over-layered hierarchies that stifle speed. Bill also provides a candid look at leadership transitions, offering a tactical guide for those moving from Big Tech to early-stage startups. ABOUT BILL COUGHRANBill Coughran works as a founders' coach and partner at Sequoia Capital to help build spectacular technology-centric companies. Previously, Bill was Senior Vice President of Engineering at Google with oversight of Chrome, YouTube, maps, google.com, underlying infrastructure systems, and security.ABOUT BRET RECKARDBret Reckard is Talent Partner at The General Partnership (TheGP), a hands-on venture firm working alongside ambitious founders in talent, engineering, go-to-market, and product. He leads TheGP's Talent vertical, matching foundational leaders, early engineers, and key specialists across the portfolio. Before this role, Bret spent over a decade at Sequoia Capital leading Talent and Network, where he helped hundreds of founders at companies like Stripe, Confluent, Retool and DoorDash build their early teams. This episode is brought to you by Span!Span is the AI-native developer intelligence platform bringing clarity to engineering organizations with a holistic, human-centered approach to developer productivity.If you want a complete picture of your engineering impact and health, drive high performance, and make smarter business decisions…Go to Span.app to learn more! SHOW NOTES:Introduction and Bill Coughran's background at Sequoia and Google (1:36)Hiring pitfalls and the biggest mistakes made as a leader (3:49)Managing crises: Acting as a dictator during the 2010 Google hack (5:25)Building for the AI world without chasing "shiny objects" (7:09)Developing context: How to learn AI without relying on LLM summaries (9:02)Identifying enduring companies and real value capture in the AI era (10:53)The debate on coding assistants and the future of junior engineering talent (13:23)Transitions: Making the leap from large organizations to early-stage startups (15:59)Staying curious and finding excitement in the next professional challenge (18:23) LINKS AND RESOURCESLink to the video for this sessionLink to all ELC Annual 2025 sessions This episode wouldn't have been possible without the help of our incredible production team:Patrick Gallagher - Producer & Co-HostJerry Li - Co-HostNoah Olberding - Associate Producer, Audio & Video Editor https://www.linkedin.com/in/noah-olberding/Dan Overheim - Audio Engineer, Dan's also an avid 3D printer - https://www.bnd3d.com/Ellie Coggins Angus - Copywriter, Check out her other work at https://elliecoggins.com/about/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Physical Intelligence's Karol Hausman and Tobi Springenberg believe that robotics has been held back not by hardware limitations, but by an intelligence bottleneck that foundation models can solve. Their end-to-end learning approach combines vision, language, and action into models like π0 and π*0.6, enabling robots to learn generalizable behaviors rather than task-specific programs. The team prioritizes real-world deployment and uses RL from experience to push beyond what imitation learning alone can achieve. Their philosophy—that a single general-purpose model can handle diverse physical tasks across different robot embodiments—represents a fundamental shift in how we think about building intelligent machines for the physical world. Hosted by Alfred Lin and Sonya Huang, Sequoia Capital

Sanjit Biswas is one of the rare founders who has scaled AI in the physical world – first with Meraki, and now with Samsara, a $20B+ public company with sensors deployed across millions of vehicles and job sites. Capturing 90 billion miles of driving data each year, Samsara operates at a scale matched only by a small handful of companies. Sanjit discusses why physical AI is fundamentally different from cloud-based AI, from running inference on two- to ten-watt edge devices to managing the messy diversity of real-world data—weather, road conditions, and the long tail of human behavior. He also shares how advances in foundation models unlock new capabilities like video reasoning, why distributed compute at the edge still beats centralized data centers for many autonomy workloads, and how AI is beginning to coach frontline workers—not just detect risk, but recognize good driving and improve fuel efficiency. Sanjit also explains why connectivity, sensors, and compute were the original “why now” for Samsara, and how those compounding curves will reshape logistics, field service, construction, and every asset-heavy industry. Hosted by Sonya Huang and Pat Grady, Sequoia Capital

If you want more time, better energy, and a calmer mind, this episode gives you a blueprint for achieving it. Host Dave Asprey talks with entrepreneur Jonathan Swanson, who explains how delegation functions as a powerful form of biohacking that frees cognitive load, improves sleep quality, protects your mitochondria from chronic stress, and opens space for longevity, brain optimization, supplements, fasting, ketosis, and the full Human Upgrade approach. Jonathan shows how eliminating low value tasks can reclaim hours every day and upgrade your human performance far more than people realize. Watch this episode on YouTube for the full video experience: https://www.youtube.com/@DaveAspreyBPR Jonathan Swanson is the Founder and Chairman of Thumbtack and Athena, two global companies he scaled to more than one thousand team members each. He has raised over seven hundred million dollars from leading investors including Sequoia Capital, Google Capital, and Blackstone. At Thumbtack he built one of the top marketplaces for local services. At Athena he created an elite academy for executive assistants and leadership development. Jonathan also served in the West Wing for the President's chief economic advisor, giving him rare insight into time leverage, decision making, and performance under pressure. Jonathan breaks down why overloaded to do lists elevate stress hormones, reduce neuroplasticity, interfere with recovery, and sabotage longevity goals. He explains how removing decision fatigue improves metabolism and cognitive function, how AI can accelerate human support instead of replacing it, and why even small forms of leverage increase ambition, resilience, and overall life satisfaction. Jonathan shares real examples from scaling billion dollar companies, building global teams, managing his own health routines, and designing systems that create more time for family, recovery, and meaningful work. You'll Learn: • Why leverage comes before ambition, not after, and how that shift changes what you believe is possible in your life • How Jonathan went from 16 to 18 hour days and polyphasic sleep to becoming a “time billionaire” through ruthless delegation • The cardinal sin of delegation, why doing it yourself feels faster at first, and how that belief traps you in busywork • The stages of delegation, from single tasks to projects to goals to “clairvoyant delegation,” where you first hear about a task when it is already done • How to start at any budget level, from using AI as a starter assistant, to hiring directly on global platforms, to working with a fully trained Athena EA • Practical ways an assistant can support biohacking, sleep optimization, supplements, lab tracking, family logistics, and even creative life projects • How to build trust, set boundaries, and protect security when you work with remote assistants who have access to sensitive parts of your life• Why human plus AI assistants beat AI alone, and how the next generation of support will supercharge human performance instead of replacing it • How to think about your hourly rate so you stop doing tasks that kill your metabolism, focus, and long term longevity Thank you to our sponsors! -BEYOND Conference 2026 | Register now at https://beyondconference.com/ -BrainTap | Go to http://braintap.com/dave to get $100 off the BrainTap Power Bundle. -Essentia | Go to https://myessentia.com/dave and use code DAVE for $100 off The Dave Asprey Upgrade. -Generation Lab | Go to http://generationlab.com/, use code Dave20 for $20 off, and see what your body's really doing behind the surface. Dave Asprey is a four-time New York Times bestselling author, founder of Bulletproof Coffee, and the father of biohacking. With over 1,000 interviews and 1 million monthly listeners, The Human Upgrade brings you the knowledge to take control of your biology, extend your longevity, and optimize every system in your body and mind. Each episode delivers cutting-edge insights in health, performance, neuroscience, supplements, nutrition, biohacking, emotional intelligence, and conscious living. New episodes are released every Tuesday, Thursday, Friday, and Sunday (BONUS). Dave asks the questions no one else will and gives you real tools to become stronger, smarter, and more resilient. Keywords: time leverage, personal delegation, executive assistant training, Athena assistant, cognitive load reduction, decision fatigue relief, daily workflow optimization, biohacking time freedom, human plus AI support, inbox offloading, calendar management, task automation, overwhelm reduction, founder performance, global talent recruitment, delegation ladder, clairvoyant delegation, lifestyle efficiency, home logistics support, entrepreneurial time scaling Resources: • Athena Website: Go to https://athena.com/upgrade for a generous discount! • Dave Asprey's Latest News | Go to https://daveasprey.com/ to join Inside Track today. • Danger Coffee: https://dangercoffee.com/discount/dave15 • My Daily Supplements: SuppGrade Labs (15% Off) • Favorite Blue Light Blocking Glasses: TrueDark (15% Off) • Dave Asprey's BEYOND Conference: https://beyondconference.com • Dave Asprey's New Book – Heavily Meditated: https://daveasprey.com/heavily-meditated • Upgrade Collective: https://www.ourupgradecollective.com • Upgrade Labs: https://upgradelabs.com • 40 Years of Zen: https://40yearsofzen.com Timestamps: 0:00 - Trailer 1:30 - Introduction 2:44 - From 18 Hour Days to Delegation 6:42 - Dave's EA Journey 10:43 - Overcoming Shame 12:21 - Finding Trust 15:00 - Delegation Options 18:20 - Never Lift a Finger 22:32 - Clairvoyant Delegation 27:58 - Human + AI Future 30:42 - Security and Boundaries 43:10 - Creative Uses 47:24 - Night Watch 51:37 - Do Less, Do More See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

For episode 651 of the BlockHash Podcast, host Brandon Zemp is joined by Andrew Sobko, CEO of Argentum AI, an Enterprise level ready AI-powered compute marketplace.Andrew Sobko is a serial entrepreneur with a background in building transformative marketplaces. He founded one of the fastest-growing companies in America, recognized by the Financial Times and honored by Goldman Sachs' Builders & Innovators award. Andrew has raised over $200 million from leading global investors including Sequoia Capital, Brookfield, and others. ⏳ Timestamps: (0:00) SUMSUB(0:44)  Introduction(0:53) Who is Andrew Sobko?(5:50) Argentum Marketplace(9:28) Advantages of Argentum(13:58) Trust & validation for Argentum clients(14:37) SUMSUB(16:00) Argentum Token(18:50) How to contribute compute(19:42) Future of Enterprise AI(22:05) Argentum roadmap for 2026(25:03) Events & conferences(25:30) Website & socials 

fal is building the infrastructure layer for the generative media boom. In this episode, founders Gorkem Yurtseven, Burkay Gur, and Head of Engineering Batuhan Taskaya explain why video models present a completely different optimization problem than LLMs, one that is compute-bound, architecturally volatile, and changing every 30 days. They discuss how fal's tracing compiler, custom kernels, and globally distributed GPU fleet enable them to run more than 600 image and video models simultaneously, often faster than the labs that trained them. The team also shares what they're seeing from the demand side: AI-native studios, personalized education, programmatic advertising, and early engagement from Hollywood. They argue that generative video is following a trajectory similar to early CGI—initial skepticism giving way to a new medium with its own workflows, aesthetics, and economic models.Hosted by Sonya Huang, Sequoia Capital

Thanks for listening, and please follow us on Insta @NHPTalent and www.youtube.com/thePOZcastFor all episodes, please check out www.thePOZcast.com  Chapter Breakdown00:00 – Welcome to RecFest Nashville 2025Adam sets the scene at the Juicebox.ai booth and kicks off #thePOZcast live from the field.00:28 – Guest 1: Omar Khateeb – The Power of Authentic Video ContentCEO of JobPixel on why “vibe is everything,” how authenticity wins in 2025, and why creators should stop chasing algorithms.02:24 – Survival Tips for RecFestHydrate, eat before noon, and network smarter — Omar's pro tips for surviving outdoor conferences.03:45 – Guest 2: Allyn Bailey – The Heart of Brand Experience at SmartRecruitersAlynn breaks down how storytelling and connection drive talent strategy post-acquisition — and why she proudly calls herself “the class mom” of HR tech.06:54 – Guest 3: Jamie Leonard – The RecFest Origin & Future VisionThe founder himself on why RecFest feels like summer camp for recruiters, the UK vs. US vibes, and what's next (spoiler: Ferris wheel?).10:50 – Guest 4: Vicky Lou – Inside Juicebox.ai's Series A RocketshipThe founding marketer shares what makes Juicebox's AI sourcing platform different, how startup life fuels creativity, and her secret to building high-performing teams.14:49 – Sticker Drop & Shoutout to Juicebox.aiAdam and Vicky unveil the ultra-rare holographic POZcast sticker and talk sponsor love.16:11 – Guest Panel: Nikki Russell, Dan Lockhart & Chantelle LubingerReal-world TA leaders on quality of slate, giving rejection with empathy, and why “we're humans first.”21:44 – Guest 7: John Ruffini – Old School Recruiting Wisdom Meets New TechThe VP of Professional Development at HealthTrust Workforce Solutions explains why recruiters have gotten lazy, how to bring back urgency, and the lost art of the phone call.28:16 – The AI Debate & Juicebox Agents in ActionAdam and John discuss how to use AI as a tool — not a crutch — and how it frees recruiters for the human side of the job.29:09 – Closing Thoughts: Stay Human, Stay HungryAdam wraps from the field with gratitude, laughter, and the promise that wisdom is forever.

David Cahn is a Partner at Sequoia Capital and one of the world's leading AI investors. At Sequoia David has led investments in Clay, Juicebox, Sesame, Kela, Stark, etc.. Before Sequoia, David was a General Partner @ Coatue where he led investments in Notion and Hugging Face.  AGENDA:  00:00 We Are in an AI Bubble 05:04 Why Building Physical Data Centres is a Moat 13:58 Winners and Losers in a World of AI 19:13 The Role of Big Tech and Monopolies 23:37 Breaking Down Circular Deals in AI: The Truth No One Sees? 38:19 Why Kingmaking is BS and VCs Do Not Make or Break Companies 41:30 The Importance of Margins in AI Investments 43:41 The Required Growth Rates in AI to Get Funded by Sequoia 45:30 The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead?  51:53 Why the Most Important Hire for Startups Today is 23 Year Olds 01:01:19 The Future of Defence: Who Wins and Who Loses 01:10:15 Quickfire: Biggest Miss, Parenting Advice, Doug Leone Advice  

Tesla said its quarterly profit fell by more than a quarter, Sequoia Capital's chief operating officer resigned over comments made by partner Shaun Maguire that she regarded as Islamophobic, and UK inflation unexpectedly held steady at 3.8 per cent in September. Plus, the Trump administration has been quietly suppressing climate change data. Mentioned in this podcast:Tesla profits drop more than a quarter despite record salesSequoia COO quit over Shaun Maguire's comments about MamdaniUK inflation unexpectedly holds steady at 3.8% in SeptemberThe costs of Trump's campaign to censor climate scienceSave 40% on a standard annual digital subscription: ft.com/briefingsale Today's FT News Briefing was produced by Fiona Symon, Sonja Hutson, and Marc Filippino. Our show was mixed by Kelly Garry. Additional help from Michela Tindera and Gavin Kallmann. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.