Customer Service & AI Application - Sierra is experiencing unprecedented customer interest, revenue growth, and customer momentum in the AI-driven customer service space [2] - Sierra is a leader in applying AI to customer service, serving traditional companies like ADT Home Security and Direct TV, as well as fast-growing Silicon Valley companies like Ramp [3] - Sierra's AI agents are solving problems autonomously, with Ramp's agent resolving 90% of customer cases without human intervention [10] - Sierra is conducting hundreds of millions of phone calls and digital chats on its platform annually [13] - Sierra went live with an international retailer in 15 markets in six weeks, automatically solving 85% of their customer service cases [21] Business Model & Pricing - Sierra employs an outcome-based pricing model, charging customers only when it autonomously solves their problems [6] - The outcome-based pricing model aligns Sierra's interests with its customers, as they only pay when Sierra saves them money and solves customer problems [7] Customer Base & Market Position - Over 20% of Sierra's customers have over $10 billion in revenue, and over half have over $1 billion in revenue [9] - Sierra serves a wide range of industries, including health insurance and banking [8] Expansion & Growth - Sierra has opened offices in New York, Atlanta, and London, with plans to expand into Asia [12] - Sierra raised $175 million last year led by Greenhouse Capital [17] - Sierra is open to raising more capital to facilitate faster growth and serve multinational corporations in Europe and Asia [17] Technology & Talent - Sierra focuses on applying existing AI models to solve problems, rather than building frontier models [19] - Sierra is not directly competing for the researchers building foundation models, but acknowledges a competitive market for talent in the AI application space [22][23]

What's your view that the FDA does not have authority in this moment, your wellness, not medical device. Well, thanks for having me on. You know, you've spent the last three years developing a very innovative feature called Blood Pressure Insights, and this takes our wrist worn wearable alongside a calibration with a cuff and is allowed to provide you with a daily estimate of your blood pressure.And in turn, it also then gives you insights how your blood pressure may be affecting other things in your wellne ...

It's good to see you back in the world of technology, at least publicly. Back in the world of technology. You know, I was reading about parallel web systems, the idea that the customer is the agent and there's just a place to start.Tell us about this startup, what you're doing while you're doing it. Hey, Ed, first of all, thank you so much for having me. After leaving Twitter, one of the things I was doing was just writing a bunch of code tinkering around.I was actually building the agents a couple of years ...

Digital Asset Treasury & Market Dynamics - The market exhibits a strong appetite for new IPOs and cryptocurrencies, influenced by macro perspectives and interest rate trends [1] - Digital asset treasuries are experiencing significant buy pressure, with approximately $500 million allocated for hyper-liquid assets, including those soon to be listed on NASDAQ [1] - The market faces a potential shortage of ETH due to over $4 billion in treasuries entering the market to purchase it [2] - MicroStrategy's strategy of holding Bitcoin and other assets like Solana on balance sheets as treasury is extending to riskier assets [3] - There's a growing trend of publicly traded entities acquiring crypto assets, even those with limited trading availability [3][4] - The crypto market demonstrates strong demand, with entities raising $300 million to $400 million, even for assets with market capitalization below $1 billion [5] Institutional & Retail Investment - Crypto funds, retail investors, and institutional investors are increasingly participating in digital asset treasuries, seeking exposure to assets like Solana, which lack ETF options [6] - Concerns arise about potential pump-and-dump schemes transferring from the crypto market to Wall Street, questioning exit liquidity [7] - Top banking CEOs are showing interest in cross-chain stablecoins and settlement platforms, indicating potential for widespread adoption [9] - The industry anticipates approximately 20 IPOs of top companies in the next year and a half, including potential stablecoin initiatives from companies like Robinhood, Facebook, and Instagram [10] Investment Strategy & Risk Management - Fundamental investment principles in digital assets remain focused on technology and scalability [12] - Institutional adoption and the ability for founders to integrate solutions with top banks are crucial factors [13] - The digital asset treasuries trend is expected to continue, driven by increasing demand from Hong Kong, the U_K_, and other European and Asian markets [14] - Due diligence is essential to assess the tradability and future potential of digital assets [11]

Marc's reporting moves the needle. Right. We know that this tabletop robot will be the centerpiece on the hardware side. We know that Siri will be made more lifelike.Has this changed things for you, Dan, in what you're modeling for Apple and the kind of comeback that many think the Apple needs to have in the air domain. But given their age, our strategy has been a disaster. And, you know, it's if you look at every other big tech company, you know, Apple is massively behind.And I think when you look at this ...

Start with the focus. What can we expect. You know, Apple is a hardware company, right.All these companies charge LPT, Google, Gemini, Microsoft. They have all these AI features. But from a consumer standpoint, it really hasn't been monetized.How how does Apple monetize its products. Well, by selling hardware or getting people to go to Apple stores and buy new stuff every year or two. And so they're going to replay that strategy when it comes to artificial intelligence.And the way they see AI is by integrat ...

Space Industry Development - ULA's Vulcan rocket successfully completed its first national security mission, marking its third launch overall [1][2] - Vulcan rocket received certification in March after addressing a minor issue on its second flight, paving the way for future national security missions [3][4] - Europe's Ariane six also completed its third mission, aiming to reduce reliance on SpaceX [1] - Both Vulcan and Ariane six are positioned as competitors to SpaceX's Falcon nine in the launch market [5] - Falcon nine has held a de facto monopoly in its class for several years [5] - While Vulcan and Ariane six offer more options, they face challenges in matching Falcon nine's launch cadence [6]

We heard in that conversation with Scott Bessen that maybe this does apply to other industries. Maybe. Will this be a pay for play.More broadly, what do you make of it. You could figure out how to read the U.S. and Chinese government relations between, you know, what they say and what they all do. Please, please keep me enlightened and inform me where it confuses every other viewer that you listen to.I do think both of these countries leaders fully know that they need to work together. You know, 150% tariff ...

That indicated open 65 to $70 each, that not quite double, but it's not a big pop for another hot retail IPO, it feels like. Yes. We've had a number of strong IPOs recently, obviously circle in June and then Figma a few weeks ago.So this is really directionally a very similar story and we've seen very strong demand. And we reported earlier today that that was north of 20 times oversubscription levels for this IPO. And a lot of institutional investors got got no shares in this offering.And from all accounts, ...

Somebody asked me a question earlier today that fits into the ten cent story so well, which is we've been so focused on the movement of chips across borders or lack of we haven't really talked about the movement of software. Right. And when I think about ten Cent and the gaming portfolio in particular, are there Chinese domestic companies that are getting international foothold across e-commerce, gaming and other digital businesses.Yeah, definitely. I mean, even Tencent is one of those with their big invest ...