Shaun Maguire on Middle East, China, SpaceX | MTS Live
Shaun Maguire joins MTS to discuss the two positions he calls the most controversial of the past year, pro Israel and pro data centers, covering the strategic read on the Iran conflict, what it signals for China and Taiwan, and why compute for AGI may ultimately move to space.
--
https://x.com/shau…
SpaceX's $1.75T IPO (LIVE from NYSE)
This month, Mo and Jack host a live show on the SpaceX IPO, featuring investors and analysts breaking down the company’s valuation, business lines, and long-term growth story:
Howard Morgan (B Capital)
Shaun Maguire (Sequoia Capital)
Liz Stein (USIT)
Dan Ives (Wedbush Securities)
We dis…
SpaceX Soars On Third Trading Day, Seals Cursor Takeover
Bloomberg’s Ed Ludlow tracks SpaceX's value eclipsing Amazon's, this as it lands its $60 billion takeover of Cursor. Plus, Anthropic meets with US officials to resolve a national security dispute with the Trump administration over its most advanced AI models. And, Sequoia Partner Shaun Maguire talk…
Memory and Continual Learning: Engram's Dan Biderman and Jessy Lin
Dan Biderman and Jessy Lin, co-founders of Engram, are building a neolab around memory and continual learning, which they call two sides of the same coin. Their contrarian premise: instead of stuffing ever-larger prompts into the context window or bolting on RAG, bake a team's knowledge directly in…
Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis
Dylan Patel, founder of SemiAnalysis, argues the biggest gains in AI don't come from faster chips, they come from software-hardware co-design. Optimizing the model, the kernels, and the silicon together turns a 2x here and a 2x there into 100x. He explains why DeepSeek's experts were shaped for Nvi…
Astra Ends Math, 1 Person $1M Companies, Hank Green Is Absolutely Right | John Gruber, Shaun Maguire & Isaiah Taylor, Justin Lopas, Beau Gaston, Ron Arel
(02:08) - Hank Green Is Absolutely Right
(17:03) - Astra Ends Math
(21:50) - 1 Person $1M Companies
(40:33) - 𝕏 Timeline Reactions
(51:52) - Meta Faces an AI Timing Problem
(57:45) - 𝕏 Timeline Reactions
(01:03:31) - John Gruber, a technology writer and founder of Daring Fireball, dis…
Kushner and Iger Buy The Lakers, Grok 4.6 Launch, NVIDIA Nemotron | Darren Rovell, Patrick Whitesell, Harjot Gill, Jeff Huber, Soren Monroe-Anderson & Shaun Maguire, Andrei Georgescu
(00:29) - Kushner and Iger Buy The Lakers
(11:46) - Grok 4.6
(15:52) - NVIDIA Nemotron
(23:58) - Darren Rovell is a sports business reporter and industry analyst. Darren Rovell discusses the Lakers’ record-setting sale, the growing role of institutional investors in sports ownership, and th…
20VC: Inside Sequoia's Investment Committee: Lessons from Don Valentine, Doug Leone and Alfred Lin | How the SpaceX and Citadel Deals Went Down | What Sequoia Specifically Looks for in Founders with Julien Bek
Julien Bek is a Partner at Sequoia Capital, one of the most renowned venture firms in the world. At Sequoia, he has partnered with companies including Rillet, Tacto, and Auctor. Before joining Sequoia, Julien spent five years at Accel, where he worked with companies including Miro, Melio, and BeRea…
Factory’s Matan Grinberg on Recursive Self-Improvement, Chinese Models & Lessons From String Theory
Matan Grinberg left a string theory PhD at Berkeley to start Factory, betting on full autonomous software engineering in 2023.
It started with a cold email to Sequoia’s Shaun Maguire and a three-hour walk that helped convince Matan to leave his PhD and build a company. Three years later, Factory i…
11AM Hour: Sequoia Capital Partner Shaun Maguire, Webull Shares Tumble & Apple's Smart Home Ambitions 10/7/26
Sequoia Capital Partner Shaun Maguire discusses investment opportunity in Israel and how the economy has evolved there. Then, we break down a new congressional report on Webull's China ties that has the stock tumbling today. Plus, T. Rowe Price Portfolio Manager Tony Wang discusses Apple's smart ho…
PODCAST SØGEMOTOR
Du kan bruge vores hjemmeside til at søge efter3,821,058podcasts og195,323,021episoder efter personer, steder eller emner.
En investering i viden giver det bedste afkast, så jeg lytter til podcasts.
‐ Benjamin "Llamacorn" Franklin
REDIG
Tak fordi du hjælper med at holde podcast-databasen opdateret.
