# Mary Meeker

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July 4th Silicon Cookout: How US-China AI Rivalry Risks Burning Us All

Why a post about China and the US? Why not stick to prompt packages, Nate? Because it’s a risky world, AI belongs to all of us together, and I do believe conversations like this one can shift our norms and expectations about AI in ways that are meaningful. I don’t know if policymakers read this, an…

20VC: Inside Coatue's $70BN Machine: Why Price Matters Least | Why Mega Markets are the Most Important | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher

Lucas Swisher co-leads the growth fund at Coatue where he has partnered with iconic companies like OpenAI, Harvey, Deel, Canva, Openevidence, Anthropic, and others. Prior to Coatue, he was on the investment team at Kleiner Perkins, where he focused on growth stage software businesses. AGENDA: 04…

Executive Briefing: Your AI vendor contract isn't built for a capacity crunch. 3 prompts to fix it before your budget meeting

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit natesnewsletter.substack.com/subscribe Microsoft plans to spend roughly $190 billion this year and still expects to run short on capacity. And Microsoft is not alone: across the fou…

This Week in Google 355: Trigger Warning

Leo Laporte, Jeff Jarvis, Kevin Marks, and Stacey Higginbotham discuss what Mary Meeker has to say about Echo sales, the future of intelligent home assistants, and what Progressive Web Apps are. Hosts: Leo Laporte, Jeff Jarvis, and Stacey Higginbotham Guest: Kevin Marks Download or subscribe …

This Week in Google 355: Trigger Warning

Leo Laporte, Jeff Jarvis, Kevin Marks, and Stacey Higginbotham discuss what Mary Meeker has to say about Echo sales, the future of intelligent home assistants, and what Progressive Web Apps are. Hosts: Leo Laporte, Jeff Jarvis, and Stacey Higginbotham Guest: Kevin Marks Download or subscribe …

This Week in Google 355: Trigger Warning

Leo Laporte, Jeff Jarvis, Kevin Marks, and Stacey Higginbotham discuss what Mary Meeker has to say about Echo sales, the future of intelligent home assistants, and what Progressive Web Apps are. Hosts: Leo Laporte, Jeff Jarvis, and Stacey Higginbotham Guest: Kevin Marks Download or subscribe …

This Week in Tech 565: Miss Honeybelle

Elon Musk thinks we are living in a computer simulation, and that one AI company will plunge us into despotism. Also, Mary Meeker's 2016 Internet Trends, Snapchat passes Twitter, and the FBI is tracking tattoos Host: Leo Laporte Guests: Becky Worley and Harry McCracken Download or subscribe to…

This Week in Tech 565: Miss Honeybelle

Elon Musk thinks we are living in a computer simulation, and that one AI company will plunge us into despotism. Also, Mary Meeker's 2016 Internet Trends, Snapchat passes Twitter, and the FBI is tracking tattoos Host: Leo Laporte Guests: Becky Worley and Harry McCracken Download or subscribe to…

This Week in Tech 565: Miss Honeybelle

Elon Musk thinks we are living in a computer simulation, and that one AI company will plunge us into despotism. Also, Mary Meeker's 2016 Internet Trends, Snapchat passes Twitter, and the FBI is tracking tattoos Host: Leo Laporte Guests: Becky Worley and Harry McCracken Download or subscribe to…

AI Bubble: a16z Says No. So Who's Left Holding It?

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Click here to watch a video of this episode. Andreessen Horowitz has published 90 slides arguing that AI is not a bubble, one month after closing a $1.1 billion fund for AI hardware. On slide 88, holographic Pokémon cards are up 110% since January 2024, against 72% for the Nasdaq. The real question…