Everett Randle

Mentioned in 2 episodes

"They have Nemotron now. Nemotron by all appearances is like a great start and I know a lot of people in our portfolio that are actually quite bullish on the future of Nemotron."

Mentioned in 1 episode

"Anthropic's going to buoy so many fund returns across their portfolio of funds that you might, you know, you're like, look, we don't need to play super conservatively from here on out."

Mentioned in 1 episode

"We obviously had the SpaceX IPO which was huge for several firms."

Mentioned in 1 episode

"Lor and Harvey have just like absolutely eye-watering numbers that for the last three years now, clearly among the very best."

Mentioned in 2 episodes

"You look back at the Snowflake IPO and you're like — the thing was at less than $500M of revenue and went out to like $80 billion."

Mentioned in 1 episode

"I just wanted to tweet back the Open Router token rankings. If they're so good, why don't people use them? Look at the top 10 on Open Router — all of them are Chinese."

Mentioned in 1 episode

"We're in Scale AI and they've become this huge awesome platform for the task economy and kind of like finding the data that actually now moves these models forward."

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"Jesse at Decagon actually had a really good post on this where he talked about just the fact that for mature use cases that can be well-known and can be fine-tuned on, you just don't need frontier intelligence anymore."

Mentioned in 2 episodes

"A lot of people are working with folks like Fireworks AI to custom train and fine-tune these increasingly good open-source models."

Mentioned in 1 episode

"If they can be differentiated competitively by shipping faster by using Fable and just like spamming Fable the whole time, they're going to do that."

Mentioned in 1 episode

"My partner Eric Vishria led the Series A of Sunday Robotics. It doesn't have legs — it has a platform that can help it go up and down. It almost looks like Ness from Super Smash Bros — it has like a little hat and these long arms. So it's pseudo-humanoid for the home."

Mentioned in 1 episode

"I lost all my college savings shorting Tesla. That was such an unbelievably valuable lesson for me in my life."

Mentioned in 1 episode

"I can go buy Adobe for eight times free cash flow with all of these problems that we don't know how they're going to resolve, or I can go buy Nvidia for 16 times earnings — the poster child of every single tailwind that we were talking about in AI, with 80% share of the most important piece of the compute tech stack."

Mentioned in 1 episode

"When XAI was fundraising, there were a lot of people that, you know, on just the pure dimensions of the companies, both of those investments were hard to look at and think that they were going to be good deals."

Mentioned in 1 episode

"Palo Alto, CrowdStrike, Cloudflare, DataDog, Palantir, all these companies trade above 15 times NTM revenue again."

Mentioned in 1 episode

"Palo Alto, CrowdStrike, Cloudflare, DataDog, Palantir, all these companies trade above 15 times NTM revenue again."

Mentioned in 1 episode

"The Bessemer Nasdaq Emerging Cloud Index over the last 5 years is down 44%, and the iShares Semiconductor ETF is up 325%."

Mentioned in 1 episode

"Obviously it takes longer to scale robotics AI than it does ChatGPT, because a robot is not accessed through a website or an API — you have to buy it and put it together and put it to use."

Mentioned in 1 episode

"Palo Alto, CrowdStrike, Cloudflare, DataDog, Palantir, all these companies trade above 15 times NTM revenue again."

Mentioned in 1 episode

"Palo Alto, CrowdStrike, Cloudflare, DataDog, Palantir, all these companies trade above 15 times NTM revenue again."