TBPN
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Joined September 2024
- Haun Ventures CEO @katie_haun says we’re entering a new economy defined by three structural shifts: financial rails, new asset classes, and the agentic future. "We're taking this new fund of $1B and backing founders who are building what we're calling the new economy. When I say
00:00 - Redpoint's @loganbartlett says AI has completely changed hiring—favoring people with unique backgrounds: "Agency might be the only thing that matters." "That's the thing that we are trying to figure out—where do you find pockets of people who still want to do the job
00:00 - President of @blackstone Jon Gray says LLM spend among the company's portcos was up 15-fold in Q1 of this year over last year. At the same time, the pace of implementation is frustratingly slow, so it still feels like we're in the very early days of the AI cycle: "It's sort of
00:00 - .@collision is bullish on two types of people: high-agency individuals and double majors. "There are two categories of people I would be super bullish on right now and I think will do incredibly well over the next 10-20 years. First, high-agency people. The people at Stripe who
00:00 - Sierra Co-Founder @btaylor predicts that within 3-4 years consumers will prefer businesses with AI phone agents over those that rely on traditional call centers. "If I have to call a restaurant to make a reservation, I'm going to a different place. If you don't have OpenTable or
00:00 - Applied Intuition CEO @qasar says the market for physical AI is "way, way bigger" than the market for white-collar AI: "I used to be at Y Combinator. I was the COO, ran the firm, and funded lots of interesting companies. And one of the analogies I used to use to help founders
00:00 - Rivian CEO @RJScaringe says the company plans to launch hands-off driving later this year, eyes-off driving in 2027, and fully autonomous vehicles that never require human intervention in 2028. "Getting to Level 4, which is the idea of the vehicle driving empty, you sitting in
00:00 - There's a whole new set of longevity therapeutics coming after GLP-1s that will hopefully "knock back your functional age by 20-30 years," says @PeterDiamandis: "For the first time ever, we [have] an age reversal technology going into human trials. It's [David Sinclair's] OSK
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