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Joined September 2024

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14h
Happy Thursday. On today's show: - @ibab (River AI) - @branninmcbee (CoreWeave) - @glangley (Flock Safety) - @sonyatweetybird (Sequoia) - @vytalow (Parasma) See you on the stream.
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14h
SaaSpocalypse Revisited, DeepMind's Plan, Polestar Collapse, Aman vs Ryan Walker x.com/i/broadcasts/1…
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SaaSpocalypse Revisited, DeepMind's Plan, Polestar Collapse, Aman vs Ryan Walker
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9h
Sequoia Capital GP @sonyatweetybird is seeing Jevons Paradox all over the place from her perch at the firm "Not to be an annoying VC, but Jevons Paradox is a freaking wonderful thing." "Because what's happening is — I see the data on all this stuff. Our companies, we see the
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9h
Spotted a chip depreciation narrative violation in the wild on the show today CoreWeave founder @branninmcbee: "The A100 SKU. This is a 2020 SKU. We still have clients coming in, asking specifically for that SKU." "It's not like they're coming in asking for Hopper, and it's
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10h
Parasma Founder & CEO @vytalow, who previously went viral for training human brain cells to play Doom, says that using them for compute could be far more energy-efficient than today's silicon chips. "Regardless of how efficient we make silicon, we still haven't solved the
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10h
"The bottleneck is less electrons, it's delivered data center capacity." CoreWeave cofounder @branninmcbee says power isn't their main bottleneck:
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