David Frankel

Mentioned in 1 episode

"Mikey comes to AI, to voice AI, to music, to audio. They've come out of Kensho. That's all they did at Kensho."

Mentioned in 1 episode

"If you look at SpaceX, Tesla, Meta, it's trillions of dollars already."

Mentioned in 1 episode

"I've seen Suno — but like in terms of changing how I do stuff, I type much less. Like I would say there are so many consumer areas that I feel are not yet played out at all."

Mentioned in 1 episode

"I think that the folks investing at that level are going this is a Spotify disruptor. This is that Spotify and Apple Music — it's a big bet."

Mentioned in 1 episode

"Fund two, it's all about applied AI. If you look at the winners in fund two, it's Shield AI, which by the way in 2016 was called Shield AI. It's Verkada. It's Whoop."

Mentioned in 1 episode

"I think in OpenAI and Anthropic and SpaceX we're seeing that already. Like these are the Metas and the Googles of our era, highly likely."

Mentioned in 1 episode

"This may just be another Uber, another Suno, another Shield AI."

Mentioned in 1 episode

"If you look at SpaceX, Tesla, Meta, it's trillions of dollars already."

Mentioned in 1 episode

"I saw Waymo driving around London. I think it's coming here soon. We're not quite there. And yet we're back in the — it's slow, slow, slow and then it feels like overnight."

Mentioned in 1 episode

"You take in Nvidia — I think Nvidia started pre-25 years ago. But even if you look at the last 25 years, you can add Palantir to that, Palo Alto Networks. That's about $5 trillion of market cap."

Mentioned in 1 episode

"I look at Whoop versus Oura. Like we're so proud to be in both, but sooner — Oura has been a very quick journey."

Mentioned in 1 episode

"If you look at Kalshi and Polymarket, what's the difference between DraftKings and Betway? They seem very similar to me."

Mentioned in 1 episode

"If you look at Kalshi and Polymarket, what's the difference between DraftKings and Betway? They seem very similar to me."

Mentioned in 1 episode

"You can add Palantir to that, Palo Alto Networks. That's about $5 trillion of market cap."

Mentioned in 1 episode

"Klaviyo — loved Andrew, loved Ed, came to me first, and didn't do it because of the framework. The framework allowed me to easily say no."

Mentioned in 1 episode

"What's the difference between DraftKings and Betway? They seem very similar to me."

Mentioned in 1 episode

"Drones, I mean — forget DJI, you can buy a drone for $20 now, like $50."

Mentioned in 1 episode

"I think that the folks investing at that level are going this is a Spotify disruptor. That this is Spotify and Apple Music — it's a big bet."

Mentioned in 1 episode

"If you look at like Thrive or A16Z, they've had some big funds that have returned very, very well. A little less since 2020."

Mentioned in 1 episode

"Fund one still has Airtable. Like in at the very beginning. Challenges in the SaaS environment."