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About this episode
This is Equity Monday, our weekly kickoff that tracks the latest private market news, talks about the coming week, digs into some recent funding rounds and mulls over a larger theme or narrative from the private markets. You can follow the show on Twitter here. I also tweet. Sorry that the show is so delayed today, it's utterly my fault. Regular service retu ... Show More
Up next
Apr 17
Tokenmaxxing, OpenAI's shopping spree, and the AI Anxiety Gap
The gap between AI insiders and everyone else is widening, and the spending, suspicion, and even new vocabulary are starting to show it. While OpenAI is busy buying up everything from finance apps to talk shows, a certain shoe company just rebranded as an AI infrastructure play, ... Show More
38m 45s
Apr 15
The musician-turned-biotech-founder waiting to fundraise
When Grammy-nominated singer-songwriter Aloe Blacc got COVID despite being vaccinated and boosted, he tried to fund research for a better solution. What he quickly found out? You can't just write a check in biotech. Regulators require a commercialization plan, and philanthropy do ... Show More
29m 16s
Apr 10
Luma AI's Amit Jain on why most world model companies are getting it completely wrong
LLMs may have kicked off this AI boom, but the ceiling is closer than the hype suggests. As models run out of text data to train on, the companies and investors paying attention are already moving on. The next wave isn't better chatbots; it's machines that can understand the phys ... Show More
21m 43s
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