Apr 23
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]
This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and demand of tokens. On demand, Dylan describes something completel ... Show More
45m 19s
Sep 2025
Software finally eats services - Aaron Levie
<p>Should the US put a price on H-1B visas, or would that block the flow of new talent? Are AI coding agents actually making teams way more productive, or is it just hype? And in the AI platform shift, will the big winners be incumbents or new AI-native startups?</p><p>Erik Toren ... Show More
59m 33s
Oct 2025
Sam Altman on Sora, Energy, and Building an AI Empire
<p>Sam Altman has led OpenAI from its founding as a research nonprofit in 2015 to becoming the most valuable startup in the world ten years later.</p><p>In this episode, a16z Cofounder Ben Horowitz and General Partner Erik Torenberg sit down with Sam to discuss the core thesis be ... Show More
48m 25s
Jul 2025
What’s Next for Fintech: AI, IPOs and Stablecoins
<p>In this episode of Deciphered, Jeff Tijssen, partner and global head of Fintech, Bain & Company is joined by Georgios Kolovos, EMEA Payments & Fintech Leader, NVIDIA and Phoebe Wallis, Chief Revenue Officer, Griffin to discuss what’s next for Fintech.</p><p>Timestamps:</p><ul> ... Show More
34m 23s
Mar 2025
Insiders React: AI Voices Get TOO Real + NVIDIA’s Earnings Drama, Microsoft’s Sneaky AI Move, Alexa’s Big Update
<p>Are you ready for AI that sounds indistinguishable from a human? The future is arriving faster than you might think.</p><p><br></p><p>In this episode, Chris and Yaniv dive into the latest developments in AI, from NVIDIA's blockbuster earnings to Amazon's new AI-powered ... Show More
50m 3s
Sep 2025
Why experts writing AI evals is creating the fastest-growing companies in history | Brendan Foody (CEO of Mercor)
Brendan Foody is the CEO and co-founder of Mercor, the fastest-growing company in history to go from $1M to $500M in revenue (in just 17 months!). At 22, he is also the youngest American unicorn founder ever. Mercor works with 6 of the Magnificent 7 and all top 5 AI labs to help ... Show More
1h 6m
Feb 2025
#63 AI is changing ANIMATION Forever with Move AI CEO
Tino Millar is the Co-founder & CEO of Move AI, a company using artificial intelligence to capture human motion from video—no suits, no sensors, just videos. Move AI is making high-quality motion capture more accessible for creators in gaming, film, and sports. In this episode, T ... Show More
1 h
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 an investor at the turn of the millennium, making him the perfect guest to discu ... Show More
<p>My podcast with the brilliant <a target="_blank" href="https://twitter.com/pmarca">Marc Andreessen</a> is out!</p><p>We discuss:</p><p>* how AI will revolutionize software</p><p>* whether NFTs are useless, & whether he should be funding flying cars instead</p><p>* a16z's bigge ... Show More
