which story in The Information is Jess referencing about the 3 tech bankers?

The richest man in China (Zhong Shanshan) is a beverage tycoon.

The prices are higher? Are we talking about the same Europe?

en.wikipedia.org/wiki/Futsal

Someone remarked that Peter Attia might just create "YC Longevity"... Well good news: That already exists (sans Peter) at the AgeTech Collaborative from AARP. Over 160 startups in the portfolio and nearly 500 companies in total including top VCs, enterprises and testbeds 😊

Fun episode! Thank you team Morins and Lessins. I agree with Sam re. data availability for bipedal robots. Challenge is, to get the physics of contact right, one will need a ton of data quickly from the biped itself. But these bipeds have stability challenges and collecting lots of data is really hard. IMHO it is more likely that a quadruped will be trainable before a biped as it has inherent stability and engineers can try shit out without it falling.

I guess the most telling part of the podcast is that if sam doesn't like the way a virtual assistant is performing he says he will kill it until it does the job the way he wants it done.

And Anthropic (Claude) has a better Chat interface as well 😉 Artifacts are Fire!

First time watching this instead of listening to the podcast and no one looks like I imagined they did in my head. Now I want an LLM UI where I can prompt-describe how each person looks and it renders a virtual video.

I am more surprised that we haven't seen a professional social network competitor come in to challenge Linkedin. Especially with all these job listing sites that take in your resume and provide the same services to recruiters. Seems like an untapped vertical to add more networking capabilities to their offerings through a more social framework. It's also strange the Meta hasn't taken Facebook up the more professional vertical given its social relevance deminishing among younger users. They could easily reposition the UI or add an offering to make your professional experience more front and center. Then add targeting services to recruiters. They have a Facebook dating option, they should probably do a Facebook networking or recruiting option as well.

Guys I love your show. Could you please step up your audio quality? The contrast in the quality input among you is huge. Thanks!

Can you share a link to the article about Silicon Valley SB that Dave referenced?

Totally agree about the Meta glasses. Apple should partner with Warby Parker and do their own version. They should power them with Apple Intelligence and position them aa an Apple Intelligence device, not a Vision Pro replacement. Apple should also begin development on a full scale television. It could be the flagship home product for Apple. It could be the real hub for the home.

Facebook's biggest asset now is its marketplace! Imo its better than craigslist, ebay or anything else

I bought the Apple Vision Pro, played with it for 9 days, and returned it on the 10th day. My usage dropped dramatically after the first week. After returning it, I did not miss it a single minute. This is an Apple product where there is no FOMO. It is so impressive to see how much engineering was done to build this product, but it is such a flawed consumer device. I felt weird wearing it at home with my family around, I had to wait for them to go to bed and then watch a movie in it. I felt embarrassed and anti-social wearing it when people were around me, not a great experience.

Jess: "Why? Did we just want to believe?" - maybe, but I think ultimately it's a disposable income thing. The iPod was cheap and superior and mass-marketable. It was down-hill from there. Less Apple. =)

Great interview! And what he said about biotech being a tough sector to work in really resonated with my personal experience.

Right now AI is really just looking like another extension or UX shift. Many incumbants are just building it into their UX and adding another service to their existing customerbase, through mobile and their websites. There are only a few AI first companies breaking through the noise, but they are also being hit with lawsuits. Suno, Udio, Perplexity, and OpenAI being the prime examples.

Problem is there is no reason it should take a decade or more

Jarvis

SaaS is just a wrapper on a SQL database??? That is like saying a furnace is just a wrapper on fire. Technology always builds on itself.

Good debate! Would love to see some saas ceos defend their position in an ai-enabled world (e.g. salesforce, adobe, etc.)

Great episode and guest. Having listened to an early episode of yours then this one, I definitely see an improvement with regard to the moderating and interviewing. I’d like to hear more specific details from Vinod on the areas of AI that he is interested in and investing in but maybe in a future episode.

Can’t we find a way for software to limit kids to 15minutes/hour and 4 hours a day?

dont give your kid a phone then. we survived several thousand years without them... jus saying.

The question isn't whether social media is harmful to children, it's whether banning phones in schools will reduce that harm. The hypothesis is that if school phone use goes down children will use social media less, and this will improve their mental health. But we don't know whether that's true or not. It might just be that social media use doesn't go down because kids will just use it after school, and we'd have spent all the time, energy and regulatory capacities to implement a solution that didn't work. Of course the opposite might also be true.

VC will come back as the interest rates lower.

Working on computer vision cameras to thwart school shootings. The cameras scan, do a 3d mapping and alert the control center if weapons are found

I would never support banning phones in schools given the propensity of school shootings. Literally had one last week at the school my mom attended growing up. A compromise would be to put them in some type of holder in the class so the kids wouldn't be distracted by them while in case but could reach them in case of emergency and access them as they leave.

I like Elad, but his responses only strenthen my agreement with Sam's point of view on this topic.

Lma yall hate AI, it’s driving yall crazy

Thank you!

Suggest letting Vinod (or any guest) fully finish their thoughts before being interrupted. Thanks.

None of the Threads links in your about section seem to be broken.

Surely you can spoof your MAC address and browser agent to emulate a cheap computer

Not saying the engineer gpt won’t happen, just we will need to forever have a competent, certified human to always double check for such type of projects. The same with healthcare, chemo ect.

I dunno who tf any of these people are, but the fact they are using CM-15 is interesting.

Alberto Iglacia?

good work, consider having someone play an honorary host role for keeping the focus of the convo together, appreciate you sharing your ideas

Wtf mathematician hasn't heard of category theory?

The most repugnant man in Silicon Valley.

23:06 Guys! Great interview with a great entrepreneur Vinod. Now, please: Make your video call set ups professional and good. Camera angles. Microphones! Be nice! Be curteous to your listeners. Thanks.

I appreciate the wider angle lens, all the way out to the political. Thank you for that. However, one thing you missed, there is a rising (and politically moderating) force afoot, and it's a 3rd party candidate with 3 letters for his name. on the ground I see something happening. It's a long way till Nov. 4th.

Hey, one quick suggestion: please add timestamps

it went back to a mediocre podcast the moment Vinod left (Dave I love you)

Mathematicians haven’t heard of category theory .. what is Vinod smoking ?

Thank you for the great questions and discussion in this episode. I enjoyed every minute of it

Fantastic episode! Great to get an AI perspective from an expert.

Nice, great to see Vinod on the Pod. Vinod has a such long term view of things, his principles are actually very simple if you are able to play the long game.

Such a great pod today. Very refreshing.