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(00:52) - Why is no one talking about the Cournot Equilibrium?

(23:53) - 𝕏 Timeline Reactions

(33:04) - Adani Group Unveils $100B AI Investment

(35:31) - Micron Bets $200B to End AI Bottleneck

(41:01) - Warner Bros Reopens Paramount Talks

(43:05) - 𝕏 Timeline Reactions

(01:00:54) - Thrive Capital Raises $10B in New Funding

(01:02:54) - 𝕏 Timeline Reactions

(01:15:20) - Hollywood Responds to Seedance 2.0

(01:29:08) - Jon Caramanica, born in 1975, is an American journalist and pop music critic for The New York Times, known for his insightful coverage of hip-hop and popular music. He discusses the viral ascent of "My Granny Got Hit with a Bazooka" by Miami XO, highlighting its rapid memeification and the artist's sudden rise from obscurity. Caramanica examines the song's adaptability across various formats, the music industry's response to such unexpected hits, and the evolving dynamics between virality and artist development.

(02:02:17) - Spenser Skates, co-founder and CEO of Amplitude, transitioned from algorithmic trading at DRW Trading Group to leading a product analytics company that went public in 2021. He discusses the benefits of taking Amplitude public, including enhanced talent acquisition and long-term stability, and emphasizes the importance of rapid innovation in the SaaS industry to maintain a competitive edge.

(02:24:20) - 𝕏 Timeline Reactions

(02:29:16) - Haseeb Qureshi, Managing Partner at Dragonfly Capital, a $4 billion crypto venture firm, discusses the firm's recent announcement of their fourth fund and the evolving landscape of crypto investments. He highlights the increasing intersection of crypto with AI, noting investments in platforms like Polymarket and the acquisition of OpenClaw by OpenAI. Qureshi emphasizes the enduring nature of crypto, its expansion into various sectors, and the growing adoption of stablecoins, particularly in countries with high inflation, despite regulatory challenges.

(02:42:42) - Celine Halioua, founder and CEO of Loyal, a biotech company developing drugs to extend dogs' lifespans, discusses the company's recent $100 million Series C funding round, bringing total funding to over $250 million. She emphasizes the primary goal of obtaining FDA approval for their first longevity drug, highlighting that much of the development process involves time-consuming steps like aging studies and regulatory responses. Halioua also notes the impact of GLP-1 drugs on public perception of aging biology, making the concept of aging interventions more tangible and understandable.

(02:51:33) - Ankur Goyal, founder and CEO of Braintrust, a company specializing in AI product observability, discusses the challenges of predicting AI product behavior post-launch and emphasizes the importance of monitoring real-world usage to identify successes and failures. He highlights the necessity for companies to adapt their AI models regularly, suggesting that best practices involve updating models every four to six weeks to maintain optimal performance. Goyal also notes a growing interest in open-source models, observing that while few companies currently use them, those that do account for nearly half of the token usage on Braintrust's platform.

(03:01:22) - Reed Duchscher, founder and CEO of Night Media, a talent management company representing top digital creators, discusses the recent announcement of a $70 million capital raise led by Stepstone, with participation from Founders Fund and K5 House Capital. He explains that, despite Night Media's decade-long profitability, this funding will enable expansion into new areas such as music, sports, and live events, aiming to position the company as the internet's leading media entity. Duchscher also shares his perspective on the future of AI in content creation, expressing skepticism about its ability to produce engaging content in the near term, and highlights the growing trend of creators utilizing clipping strategies to amplify their reach across platforms.

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(00:51) - Anthropic Hits $380B Valuation

(06:08) - Become Unsloppable

(23:27) - 𝕏 Timeline Reactions

(45:08) - WSJ Mansion Section

(58:20) - Martin Shkreli, an American investor and former pharmaceutical executive, gained notoriety for significantly increasing the price of the drug Daraprim and was later convicted of securities fraud. In the conversation, Shkreli discusses his development of a new product that utilizes his network and AI to estimate venture capital positions in various funding rounds, highlighting significant gains by investors in companies like Anthropic and OpenAI. He also touches on the challenges of accessing accurate investment data and the potential of AI in transforming industries, emphasizing the importance of product development and sales over engineering in business success.

(01:34:32) - Connor Hayes, a product leader at Meta, discusses the development and growth of Threads, emphasizing its unique content format and the importance of fostering niche communities. He highlights the "Dear Algo" feature, allowing users to customize their feeds by requesting specific content, and shares insights on integrating AI to assist creators in streamlining content production. Hayes also touches on the challenges of creator monetization, advocating for directing traffic to sustainable revenue sources rather than relying solely on platform payouts.

(02:03:30) - Alex Bouzari, CEO and Co-Founder of DDN, discusses his company's role in solving data challenges for AI implementations across enterprises and nations, highlighting collaborations with Nvidia and Elon Musk's ventures. He shares his journey from France to the U.S., emphasizing DDN's evolution from high-performance computing to AI, and underscores the importance of efficient infrastructure in accelerating AI adoption. Bouzari also addresses the competitive landscape, noting the rapid advancements in data center development in China and the Middle East, and stresses the need for the U.S. to enhance its efficiency to remain competitive.

(02:29:01) - Brett Adcock, founder and CEO of Figure AI, discusses the company's advancements in humanoid robotics, highlighting the unveiling of their third-generation robot, Figure 03, and the development of a new, highly dexterous hand designed to achieve human-level manipulation capabilities. He emphasizes the importance of creating robots with human-like form and dexterity to seamlessly integrate into environments built for humans, enabling tasks such as folding laundry and handling dishes. Adcock also outlines Figure's strategy to deploy humanoid robots in industrial settings rapidly, with plans to introduce them into homes once they can perform tasks autonomously and reliably over extended periods.

(02:55:28) - 𝕏 Timeline Reactions

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(02:05) - Something Mini is Coming

(10:28) - Anthropic's $20B Round

(20:11) - 𝕏 Timeline Reactions

(28:51) - Where the WB Deal Stands Now

(36:44) - Higgsfield Accused of Ragebait

(49:20) - Ackman’s Meta Move

(01:03:54) - Bryan Johnson, a tech entrepreneur and founder of Braintree, is dedicated to extending human lifespan through his "Blueprint" protocol, which includes consuming three tablespoons of high-polyphenol extra virgin olive oil daily, accounting for 15% of his caloric intake. In the conversation, he discusses the health benefits of this regimen, emphasizing the importance of specific types of olive oil for longevity, and introduces his "Immortals" program—a comprehensive, data-driven health initiative designed to optimize biological age through personalized protocols and advanced monitoring.

(01:34:01) - Matthew Zeitlin, a correspondent at Heatmap News, discusses the significant energy demands of data centers, noting that large facilities can consume as much electricity as entire cities. He highlights the challenges utilities face in meeting this demand, including the need for substantial infrastructure upgrades and the potential impact on electricity prices. Zeitlin also addresses the environmental concerns associated with data centers, such as increased emissions and water usage, and emphasizes the importance of balancing technological advancement with sustainable energy practices.

(02:03:14) - Joon Sung Park, co-founder and CEO of Simile, discusses the company's development of a foundational model of human behavior capable of simulating society at both individual and population levels to predict outcomes. He highlights applications such as enabling Fortune 500 companies to interact with agents representing real people, allowing for more accurate market predictions and decision-making. Park also emphasizes the potential of these simulations to model entire markets or nations, aiming to enhance policy and product development through a deeper understanding of societal dynamics.

(02:15:15) - David Risher, CEO of Lyft and co-founder of Worldreader, discusses the company's record bookings and profits, attributing this success to a strong focus on customer satisfaction. He highlights Lyft's strategic initiatives, including international expansion and the integration of autonomous vehicles, particularly through a partnership with Waymo in Nashville. Risher also addresses the challenges posed by market volatility and emphasizes the importance of maintaining a clear focus on data and long-term goals amidst fluctuating stock prices.

(02:31:41) - Todd McKinnon, co-founder and CEO of Okta, discusses his journey from leading engineering at Salesforce to founding Okta in 2009, aiming to address identity management challenges in the emerging cloud computing era. He highlights the company's growth to a $3 billion annual revenue with 6,000 employees, emphasizing the increasing importance of identity management amid trends like AI and remote work. McKinnon also shares insights on the surge of interest in AI agents across industries, stressing the need for secure implementation and the evolving role of software engineers in a rapidly expanding software landscape.

(02:47:11) - Alexander Ksendzovsky, a neurosurgeon and neuroscientist, has been cultivating neurons on electrodes for two decades. He discusses leveraging the superior energy efficiency and adaptability of biological neurons to enhance artificial neural networks, aiming to address the energy challenges in AI computing. Ksendzovsky emphasizes that this approach is not science fiction but a current, deployable technology, with his company actively integrating biological networks to improve AI model performance and efficiency.

(02:55:15) - Andrew Huberman is an American neuroscientist and tenured professor of neurobiology at Stanford University School of Medicine, where he studies brain function, behavior, and visual system plasticity. He is the creator and host of the Huberman Lab podcast, which translates neuroscience and health research into practical tools for sleep, focus, fitness, and mental health. Huberman is known for bringing academic research to a broad audience through long-form interviews and solo deep dives on science-backed protocols.

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