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
Feb 26
Behavioral AI and the compatibility advantage with Sarah Lucena, Mappa
This season on Build Mode, we’re breaking down what it really takes to build a world-class team and that starts with hiring the right people the first time. This week, we’re joined by Sarah Lucena, founder and CEO of Mappa, a behavioral intelligence platform that uses voice AI to ... Show More
44m 25s
Feb 19
Compensation, culture, and cap tables with Yuri Sagalov, General Catalyst
Build Mode is back. This season we’re breaking down what it really takes to build a world-class founding team starting with your cap table, equity structures, and startup compensation strategy. We kick off with Yuri Sagalov, managing director at General Catalyst and former founde ... Show More
44m 7s
Feb 12
Build Mode is back: Building world-class founding teams
It takes a village to build something great. In Season 2 of Build Mode, we go deep on how to assemble a founding team that signals ambition, execution, and long-term success. Founders and investors share candid lessons on hiring, structuring, and scaling teams that actually win. ... Show More
1m 5s
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
Sep 2025
TECH002: Jensen Huang & NVIDIA w/ Seb Bunney - Review of The Thinking Machine by Stephen Witt
Preston and Seb launch their tech book review series with a deep dive into The Thinking Machine, a book about NVIDIA and its CEO Jensen Huang. They explore NVIDIA’s transformation from a gaming hardware company to a key player in AI, discussing CUDA, leadership strategy, robotics ... Show More
1h 7m
Jul 2024
After The AI Gold Rush with Guy Adami | Okay, Computer.
Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The con ... Show More
32m 45s
Apr 2024
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer.
On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ... Show More
1h 1m
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