00:05:04Recapping Anthropic Investor Day
00:15:04SELL EVERYTHING
00:23:24Inflation Heats Up
00:30:29𝕏 Timeline Reactions
00:44:02Valar Atomics VC Feud
00:51:16Tesla Roadster Hype
01:00:53Porsche Mission S
01:04:49Reed Albergotti, Semafor’s San Francisco bureau chief and host of the Future Proof podcast, discusses Tesla’s self-driving technology, Microsoft’s AI strategy, Xbox’s future, and the debate over regulating open-source AI. He also examines the financial and infrastructure bottlenecks facing the AI industry as technology companies rapidly increase spending.
01:26:45Bryan Cantrill discusses founding Oxide Computer Company, where he serves as CTO and builds integrated rack-scale cloud computing systems for on-premises data centers. He explains Oxide’s technically ambitious hardware-software co-design, lessons from failed predecessors, patient enterprise sales strategy, and focus on profitability, operational efficiency, and building a generational company rather than pursuing an exit.
01:45:54Daniel Kimminau discusses founding Advanced Spade Company after working at SpaceX, The Boring Company, and Anduril, where he developed expertise in transportation and underground construction. He explains how the company uses integrated technology, mapping, and specialized equipment to make underground utility installation safer, faster, and more affordable.
