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(03:37) - Clawdbot Rebrands to Moltbot

(45:55) - Meta Announces $6B Corning Deal

(48:45) - Meta To Test Premium Subscription Plans

(56:29) - Ramp's New Super Bowl Ad

(59:20) - Timeline Reactions

(01:14:30) - Jamie Cuffe, founder and CEO of Pace, an AI operations partner for leading insurers, announced the company's $10 million Series A funding led by Sequoia Capital. He discussed Pace's role in automating back-office operations for major insurers like Prudential and The Mutual Group, focusing on tasks such as new business intake, policy servicing, and claims processing. Cuffe highlighted the company's approach of converting standard operating procedures into natural language instructions for AI agents, enabling efficient and scalable automation of complex insurance workflows.

(01:28:57) - Ben Lerer, a native New Yorker, is the co-founder and managing partner of Lerer Hippeau Ventures, an early-stage venture capital firm, and the founder of Thrillist, a digital media company. In the conversation, he reflects on his journey from launching Thrillist during New York's nascent tech scene to navigating the challenges of scaling a media business amid evolving digital landscapes. He emphasizes the importance of staying true to one's passion, the pitfalls of overextending in pursuit of growth, and the value of building niche, community-focused media ventures.

(01:58:58) - Lucas Atkins, Chief Technology Officer at Arcee AI, discusses the company's transition from customizing enterprise language models to developing their own, including the release of a 400-billion-parameter model. He highlights the shift in defining "small" language models, now considered to be under 50 billion parameters, and emphasizes the importance of task-driven reinforcement learning in enhancing model performance. Atkins also addresses the competitive landscape, noting the scarcity of U.S.-based open-source models and the need for sovereign AI solutions.

(02:12:54) - Bridgit Mendler, an American actress, singer, and entrepreneur, is the CEO and co-founder of Northwood Space, a satellite data startup. In the conversation, she discusses Northwood's recent $100 million Series B funding round and a $49.8 million contract with the Space Force, highlighting the company's rapid growth and its mission to streamline satellite communications by managing the entire ground infrastructure stack. She also emphasizes the importance of vertical integration to address challenges in supply chain, deployment, and regulatory approvals, aiming to accelerate the deployment of diverse and ambitious space missions.

(02:28:36) - Jeff Miller, Vice President of Marketing at Anduril Industries, discusses the company's expansion into merchandise, including collaborations with NASCAR and Ohio State University, and the launch of high-demand items like the flight jacket. He introduces the development of a global AI drone racing league, emphasizing autonomy and software innovation, with plans for virtual qualifiers leading to a physical competition in Columbus, Ohio. Additionally, Miller highlights Anduril's strategic growth, mentioning the upcoming Long Beach office to attract engineering talent and a focus on transparent product development to demonstrate scalability and reliability.

(02:52:56) - Peter Steinberger, an Austrian software engineer and entrepreneur, is renowned for founding PSPDFKit in 2011, which became the industry standard for PDF frameworks. After selling the company in 2021, he returned to the tech scene in 2025 to develop Clawdbot, an open-source AI assistant designed to run locally on users' devices, integrating with messaging platforms and performing tasks like sending emails and managing calendars. In a recent conversation, Steinberger discussed his journey from retirement back into software development, the creation and rapid adoption of Clawdbot, and his commitment to open-source projects that prioritize user privacy and autonomy.

(03:30:40) - Aaron Frank, a Partner at Lightspeed Venture Partners, co-founded Final, Inc., a credit card company acquired by Goldman Sachs, contributing to the development of the Apple Card. In the conversation, he discusses the challenges and opportunities in agentic commerce, emphasizing the need for efficient payment rails to support AI-driven transactions, and explores the role of stablecoins in facilitating global financial transactions.

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(00:30) - Clawdbot: AI Enters the Napster Era

(31:55) - Timeline Reactions

(45:35) - George Kurtz, co-founder and CEO of CrowdStrike, is a prominent figure in cybersecurity and an accomplished endurance racer. In the conversation, he discusses his recent victory at the 24 Hours of Daytona, highlighting the team's perseverance after a challenging start, the strategic approach to endurance racing, and the personal fulfillment he derives from the sport. Kurtz also touches on the importance of physical and mental preparation for such demanding events and shares insights into his journey from cybersecurity entrepreneur to competitive racing driver.

(01:01:15) - ChatGPT Ads Breakdown

(01:15:00) - Timeline Reactions

(01:37:43) - Joseph Lubin, a Canadian-American entrepreneur and technologist, co-founded Ethereum and founded ConsenSys, a blockchain venture studio. In the conversation, he discusses the end of a financial super cycle, the potential of decentralized technologies like Ethereum to reshape the global economy, and the importance of integrating traditional finance with decentralized finance to foster innovation and growth.

(02:03:22) - Kurt Terrani, CEO of Standard Nuclear, discusses his company's role in producing advanced nuclear fuels, particularly TRISO fuel, essential for the operation of emerging advanced reactors. He highlights the critical need for a reliable fuel supply to meet the growing energy demands across sectors like defense, space exploration, and AI, emphasizing that reactors cannot function without proper fuel. Terrani also notes the company's strategic location in Oak Ridge, Tennessee, which provides access to a skilled workforce and necessary infrastructure for nuclear fuel fabrication.

(02:15:14) - Christian Keil, formerly Vice President of External Relations at Astranis, has transitioned to a new role at Andreessen Horowitz. In his recent conversation, he reflects on his journey from Minnesota to San Francisco, his growth from an individual contributor to a VP at Astranis, and his insights into the evolving satellite internet market, emphasizing the need for multiple companies to build a comprehensive space-based internet infrastructure. He also discusses his plans at Andreessen Horowitz, focusing on aerospace, defense, and energy sectors, and his approach to engaging with founders and exploring new investment opportunities.

(02:27:50) - Lan Xuezhao, founder of Basis Set Ventures, discusses the firm's early focus on AI investments since 2017 and the recent raise of a $250 million fourth fund. She highlights the importance of investing in AI infrastructure and applications, emphasizing the need for systems to become more intelligent and human-like. Xuezhao also expresses enthusiasm for advancements like Cloudbot, while acknowledging concerns about security issues, and shares her vision for automating various aspects of the economy to allow humans to engage in more fulfilling activities.

(02:40:51) - Victor Riparbelli, CEO and co-founder of Synthesia, a leading AI video generation platform, discusses the company's recent Series E funding round, highlighting significant growth and the high quality of revenue from substantial deployments, including multimillion-dollar contracts with 90% of Fortune 100 companies. He emphasizes the steady and compounding nature of this growth, noting that the majority of Synthesia's use cases involve complex product explanations, both internally and externally, particularly in industries like insurance, pharmaceuticals, and software. Riparbelli also introduces new products at the intersection of agentic experiences and video, such as interactive corporate training videos that engage users in role-playing scenarios to enhance learning and retention.

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(02:08) - What China Actually Imports from the West

(11:58) - Sony and TCL Form Alliance

(17:08) - 𝕏 Timeline Reactions

(21:19) - TikTok Deal

(31:41) - Tech Giants Hit by Spying

(34:36) - 𝕏 Timeline Reactions

(43:02) - Google and Epic Games Settle

(46:21) - Crypto Prepares for Quantum Threats

(49:20) - 𝕏 Timeline Reactions

(01:00:34) - Tuhin Srivastava is the CEO and co-founder of Baseten, an AI inference company that has experienced significant growth, raising $150 million at a $2.15 billion valuation. He discusses the rapid adoption of AI models by enterprises, emphasizing the importance of infrastructure to support scalable and efficient AI applications. Srivastava also highlights the challenges enterprises face in deploying custom models and the role of companies like Baseten in facilitating this transition.

(01:17:17) - Bryce Strauss, co-founder of Nominal, discusses the company's partnership with Pratt Miller Motorsports, emphasizing the integration of Nominal's engineering software into the team's race operations. He highlights the challenges of endurance racing, such as managing fuel consumption and data analysis, and explains how Nominal's platform aids in optimizing performance through real-time telemetry and decision-making. Strauss also notes the broader applications of their technology across industries like aerospace and defense, underscoring its versatility in handling complex engineering problems.

(01:30:48) - Max Spero, co-founder and CEO of Pangram Labs, discusses the company's mission to detect AI-generated content and its rapid growth since launching a Twitter bot in late 2025. He highlights partnerships with platforms like Quora to maintain content authenticity and addresses challenges posed by AI-generated misinformation, emphasizing the importance of accurate detection tools to preserve the integrity of online information.

(01:50:59) - Russ d'Sa, CEO of LiveKit, discusses the company's recent achievement of becoming a unicorn with a $100 million Series C funding round, valuing the company at $1 billion. He attributes this success to the rapid growth of voice AI and LiveKit's pivotal collaboration with OpenAI on ChatGPT's voice mode, which transformed their focus from video conferencing infrastructure to AI. D'sa emphasizes the importance of user experience in voice AI, noting that personal assistants should exhibit human-like empathy, while B2B applications prioritize reliability and efficiency.

(02:07:39) - WSJ Mansion Section

(02:18:55) - 𝕏 Timeline Reactions

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