Pacing the Frontier, Perfect Little Angels, Nico Wittenborn IRL, Home Depot with Acquired
TBPN hosts John Coogan, Jordi Hays, and Nico Wittenborn discuss the AI pacing debate, solo GP venture investing, and Scout Motors' direct-to-consumer car launch.
The gist
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Dario Amodei's proposal for labs to coordinate on slowing AI development raises antitrust concerns under the Sherman Act unless regulators step in.
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Nico Wittenborn says consumer subscription companies hit revenue ceilings in the tens to hundreds of millions due to churn, making venture-scale exits rare.
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Solo GP venture funds are more viable now thanks to tools like Carta and AngelList, plus AI agents that help with sourcing and diligence.
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Scout Motors is putting 85% of capex into service networks, 100 retail stores, and nine distribution hubs ahead of its 2028 vehicle launch.
What they recommend · 3 picks
"I recently DoorDashed something from Best Buy and it was an amazing experience because it was faster than me driving to Best Buy and back because they found a local driver who w..."
"I had GPT-6 Astra go and find satellite footage of Thermal and try and create a track in Assetto Corsa."
"On the simulator, the AI in iRacing for practice is actually pretty darn good. Like the AI cars."
John Coogan
2 picks
"I recently DoorDashed something from Best Buy and it was an amazing experience because it was faster than me driving to Best Buy and back because they found a local driver who w..."
"I had GPT-6 Astra go and find satellite footage of Thermal and try and create a track in Assetto Corsa."
Mitchell Green
1 pick
"On the simulator, the AI in iRacing for practice is actually pretty darn good. Like the AI cars."
Also mentioned
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