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Outset Capital GPs Ali Rohde and Josh Albrecht discuss what happened in AI this week.Josh spends in the hundreds of thousands of dollars a year on tokens, runs his own recursively self-improving coding harnesses at Imbue, and has very spicy opinions about where the rest of the industry is wasting i…
Outset Capital GPs Ali Rohde and Josh Albrecht discuss what happened in AI this week.Outset Capital is a San Francisco–based pre-seed and seed fund investing in AI, devtools, robotics, and the future of work. The three GPs are Ali Rohde (Managing Partner), Kanjun Qiu (CEO of Imbue), and Josh Albrec…
SpaceX may be the weirdest AI IPO story of the year. Ali and Josh talk through why the "space + Elon + AI" story may not make sense on its own, why the real bull case might be chips, and how OpenAI and Anthropic are using policy language to shape the market around themselves. V&B cov…
Co-hosts Ali Rohde and Josh Albrecht debate the hot topics that emerged this week including Bernie Sander's bill to give the public a 50% public ownership stake in Anthropic and OpenAI, whether frontier labs have lasting product-market fit, how AI is making us stupider, and why AI can make workers …
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