Prediction markets boom, The AI infrastructure bubble, The war for talent & Sora’s deepfake threat
In the inaugural episode of "Not Investment Advice," emerging managers Eric Bahn, Ian Park, and Kevin Jiang, VCs of Asian descent, tackle representation and cultural barriers in Silicon Valley before diving into the week's hottest market debates. Topics include the legitimacy of prediction markets …
EP 11: Anthropic vs DOW, AI Clones, Prediction Markets | Ian Park, Eric Bahn, Kevin Jiang
00:05 - Anthropic, DoD, Supply-Chain Risk, and Political Risk for AI Vendors
01:02 - Government Alignment and OpenAI vs. Government Stance
02:27 - Supply Chain Risk and Vendor Diversity
07:27 - Open Letter Discussion and Investor Dynamics
12:56 - Middle Eastern Capital in AI
15:34 - The “…
Post Mortem | The Grad Student Murder
48 Hours Correspondent Anne-Marie Green and Producer Murray Weiss discuss the murder of Kevin Jiang, a newly engaged Yale grad student who was gunned down by an unknown attacker in February 2021. They discuss how investigators discovered the unusual connection between Kevin and the killer, Qinxuan …
Post Mortem | The Ivy League Murder
48 Hours Correspondent Anne-Marie Green and Producer Murray Weiss discuss the murder of Kevin Jiang, a newly engaged Yale grad student who was gunned down by an unknown attacker in February 2021. They discuss how investigators discovered the unusual connection between Kevin and the killer, Qinxuan …
What Does Success Mean to You?
What does success really look like when you strip away the titles and numbers?
In this episode of No Set Definition, Kevin Jiang, CIO and CEO at Virgo Digital Asset and dedicated family man—dives into his journey through the finance world while balancing the demands of leadership and family life. H…
Everyone ’Got’ SpaceX. Almost Nobody Got It Directly.
The biggest IPO in history is done. SpaceX went public Friday at a $1.77T valuation, ~4x oversubscribed, then popped ~19% on day one to a ~$2T close — minting ~4,000 millionaires. The chingus recorded on the eve of it and spent the night on the catch: most of the "I'm in SpaceX" crowd got there thr…
How bad is the air quality out there in Toronto right now?
Jim talks with experts. An Ontario MPP has to repay $16K in city hotel expenses. GUESTS: Kevin Jiang - Toronto Star’s Science of Life reporter
Siobhan Morris - CTV Toronto Queen’s Park Bureau ReporterMark Mendelson - Newstalk 1010 Crime Analyst
EP12: $20B AI Fund Died in Six Days - Leopold’s fund, Korean president’s AI Summit, Elon’s interview
The chingus get invited to the Korean president's AI Summit in San Francisco, where Sam Altman and Dario Amodei sit in opposite corners while every tech titan in the room courts Korea. Then the story of the week: Leopold Aschenbrenner's 4x-levered, $20 billion Situational Awareness fund gets margin…
EP13: Airtable’s exit math, Ian’s SpaceX short, and the garbage collectors coming for SaaS.
Three VCs, one mic, three opinions you won't hear at a fund meeting. Eric Bahn (Hustle Fund), Ian Park (ex-sovereign wealth fund), Kevin Jiang (Mangusta Capital).
Recorded live at Hippocampus, San Francisco: http://hippocamp.co
CHAPTERS
0:00 Cold open: the first live taping ever
…
Where Institutional Investors Are Putting Money in AI, Robotics & Vertical Software | Kevin Jiang
Kevin Jiang shares his background in venture capital, his personal real estate portfolio, and how Mangusta Capital invests in AI startups. He discusses finding exceptional founders, adapting to rapid AI changes, disciplined capital deployment, fundraising, and building strong relationships.
Pro…
팟캐스트 검색 엔진
당사 웹사이트를 사용하여3,822,280팟캐스트 및195,505,410에피소드를 사람, 장소 또는 주제별로 검색할 수 있습니다.
지식에 대한 투자가 가장 큰 이익을 주기에 저는 팟캐스트를 듣습니다.
‐ Benjamin "Llamacorn" Franklin
