00:01:26Supper Intelligence
00:09:00White House Accord Signature Tier List
00:21:22𝕏 Timeline Reactions
00:32:59Power, GD, and the AI Boom
00:43:21A Warning about Model Welfare
00:57:28Ken Griffindor School of Market Wizardry
01:08:24Ali Golshan, Nvidia’s senior director of AI software and a former Gretel founder, discusses his work on AI security, safety, and infrastructure. He explains how the open-source OpenShell project, formal verification, and hardware-level controls can provide a trusted, full-stack environment for monitoring and containing autonomous AI agents.
01:20:43Mike Intrator, co-founder and CEO of AI cloud provider CoreWeave, discusses the company’s evolution beyond GPU infrastructure into a comprehensive AI cloud platform. He highlights CoreWeave’s new Forge product, the long-term utility of GPUs, potential industry consolidation, and the economics of compute capacity and data-center planning.
01:36:10Vlad Tenev discusses Robinhood’s expansion into AI-powered trading, including autonomous agents, third-party financial data, and safeguards designed to give everyday investors “a hedge fund in their pocket.” The Robinhood co-founder and CEO also covers social investing, prediction markets, new trading products, and AI’s broader impact on financial markets.
01:54:10Pari Singh discusses Flow Engineering’s $50 million fundraise at a $750 million valuation and its plans to invest heavily in AI-powered hardware engineering. He explains how Flow uses AI to continuously verify complex designs, manage regulatory requirements, and accelerate collaboration across engineering teams and suppliers.
02:04:26Minna Song discusses EliseAI’s rapid growth, including raising $350 million, surpassing $200 million in annual recurring revenue, and serving 20% of the U.S. apartment market. The co-founder and CEO explains how the company drives AI adoption and develops shared technology for the large housing and healthcare sectors.
02:11:00Dev Ittycheria discusses returning as MongoDB’s interim president and CEO, the company’s strong outlook, and his journey as a founder, investor, and technology executive. He also shares insights on AI talent wars, open-source business models, corporate governance, and the importance of clear strategy, strong teams, and a candid culture.
02:32:43Daragh Murphy discusses Imprint, the fintech company he co-founded and leads as CEO, which provides co-branded credit cards and payment infrastructure for major brands such as Kroger and Shell. He explains Imprint’s partnership model, credit-card economics, and how AI agents and bank-account payments could challenge traditional card networks and interchange fees.
02:39:54Noah Friedman discusses OuterSignal, his customer-intelligence and personalization platform, following its $22 million Series A. He explains how richer, real-time customer profiles help brands personalize marketing, improve retail and product strategies, and create more relevant consumer experiences.
