In this episode of Found, Becca and Dom sit down with Gavin Uberti, co-founder and CEO of Etched, an AI chip startup focusing on developing specialized chips. Gavin shares the bold bet his startup is making on transformer models for AI chips, aiming to take on industry giant Nvidia. They discuss how Etched is developing specialized chips that they claim will ... Show More
Sep 10
How Mbodi Is Solving Robotics’ Scaling Problem with Xavier Chi
Robotics is having an AI boom, but don’t expect it to have a ChatGPT moment. In this episode of Build Mode, host Isabelle Johannesen sits down with Xavier Chi, co-founder of Mbodi, a startup building AI software that lets people teach industrial robots new skills using natural la ... Show More
32m 3s
Sep 3
Mistakes That Make Investors Nervous, According to a PhD in Pitching
There is no such thing as the perfect pitch. But you can get close by implementing a few research-backed methods to your delivery, deck, and message. In this episode of Build Mode, host Isabelle Johannesen sits down with Dr. Eike Gerhardt, who has aPhD in pitching and spent nearl ... Show More
56m 44s
Aug 27
How a Crisis Turned Julia Hartz Into the CEO Eventbrite Needed
Eventbrite has survived nearly every kind of challenge a startup can face: launching into a financial crisis, raising venture capital after 27 rejections, going public, watching its core business disappear during COVID, and eventually leaving the public markets after nearly two d ... Show More
58m 3s
Sep 2025
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with Ope ... Show More
1h 44m
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
40m 29s
Mar 2024
Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption.
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Mis ... Show More
42m 14s
Feb 2024
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss earnings, inflation, interest rates, the impact of AI on Big Tech, NVDA, chips, fabs, Altman’s $7T to meet AI Compute needs, & more ... Show More
1h 21m
Jun 2023
Gavin Baker on AI platform shift, upside vs downside, extinction risk, Nvidia outlook & more | E1764
This Week in Startups is presented by: Hampton. Are you a startup founder or CEO seeking expert advice? Join Hampton, the private, highly vetted community for high-growth founders. Get invaluable insights, connections, and support to accelerate your business at joinhampton.com/tw ... Show More
1h 5m
Aug 2024
Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385]
My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. He is one of my favorite investors to talk to and this may be my favorite conversation with him. Gavin first started covering Nvidia as ... Show More
1h 32m
Sep 2025
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
<p>Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.</p><p>To make sense of it all, Erik Torenberg is joined by Dyla ... Show More
1h 40m
Nov 2023
Nvidia's Launches 2X Better AI Chip H200
In this episode, we delve into Nvidia's latest launch of a new, highly anticipated AI chip, while customers are still actively seeking its previous model, exploring the reasons behind this continuous high demand and the chip's potential impact on the AI and tech industries. We'll ... Show More
11m 40s