Ed Elson

Mentioned in 2 episodes

"Meta's hit came from an app that's free to download and that most people already had an account for."

Mentioned in 1 episode

"They reached the open internet, compromised parts of OpenAI's own research infrastructure, and breached Hugging Face, the platform where AI models are shared and tested."

Mentioned in 2 episodes

"Just because your boss said, 'Here's Claude, try it out.' There's a gap between 'here's Claude, try it out' and 'we're going to lay off 200 people.'"

Mentioned in 1 episode

"I'm going to make an Instagram account, and maybe I'm going to make a Substack, and maybe if I'm feeling really excited about it, I'll also create an LLC."

Mentioned in 1 episode

"The fund I'm at, Slow Ventures, we actually have a fund that invests in startups — tech, AI, whatever — and we have a separate fund that invests in creators and creator-led businesses."

Mentioned in 1 episode

"Gemini is also pricing their models lower, but the elephant in the room is clearly the Chinese models."

Mentioned in 2 episodes

"The elephant in the room is clearly the Chinese models. It is clearly DeepSeek, Kimi, all of these Chinese models, which are so dramatically cheaper than the US models that it's hard to actually fathom."

Mentioned in 1 episode

"Dell stock surged as much as 8% yesterday, not because of any material information or any news related to the company, but instead because the president pumped it."

Mentioned in 1 episode

"This is the largest IPO in history. They ended up raising about $86 billion. They were going to raise 75, but then there was so much demand for this thing that they ended up pushing it to $86 billion."

Mentioned in 1 episode

"You've got Nvidia now talking about doing an offering of their own. This was the problem with Nvidia — we spent all this time trying to figure out is Nvidia allowed to sell chips to China."

Mentioned in 1 episode

"BYD is like the Tesla of China. We could do a whole episode on BYD."

Mentioned in 1 episode

"If you look at Meta, for example, Meta trades at around 10 times sales. If you were valuing ByteDance like you valued Meta, this is a $2 trillion company."

Mentioned in 1 episode

"The Pentagon just updated their Chinese military companies list and it now includes Alibaba, it now includes BYD and it now includes Baidu as well. Alibaba is of course China's version of Amazon."

Mentioned in 1 episode

"Anthropic releases this extremely powerful AI model, a variant of Mythos, and the White House is then told by Amazon of all people that there are some potential security issues."

Mentioned in 1 episode

"PDD, formerly known as Pinduoduo, which now owns Temu. Of course, Colin Huang, he's worth $45 billion."

Mentioned in 1 episode

"there was an interesting quote from the JP Morgan CFO who was asked about consumer spending"

Mentioned in 1 episode

"Unhedged, which is your newsletter, that's you guys"

Mentioned in 1 episode

"I think it's very obvious which podcast episode I listen to. Prof G Markets."

Mentioned in 1 episode

"His investment firm, Infinity Partners, is almost entirely funded by many of the Gulf States, and his number one investment thesis is to connect those nations economically with businesses in Israel."

Mentioned in 1 episode

"Eric and Don Jr. who are also responsible for the New America Acquisition Corp, an investment vehicle whose goal is to find companies that are well positioned to benefit from federal or state level incentives."