Welcome to the world of MVNO. It was a headline I didn't expect to see Sebastian. I mean, the simple question for Kleiner is why.Why do this. It comes back actually to the fact that we do believe the future is a digital financial system that helps you save time, save money. And in this case, if we not only identify that one of our customers can save money using this, but we can actually put it, bundle it together and offer it by this seamless experience of just a button.So, yes, I would like to get a better ...

How fast is it out there right now. Well, there's a few things that we can draw from his comments on the podcast. One, it confirms that there's this new chapter in the AI talent wars.It's always been fierce, but it's reaching a new level now. $100 million bonuses is something we've never heard of before, and it's really telling of how much matter is willing to pay to regain its edge in this AI race. Oltmanns comments also highlight, Like you said, there is confidence that it's going to take more than just m ...

The obvious question is like 10,000 robotaxis a year at full scale. It's a lot of potential, but what's the reality. Aisha, I've always known you to be very pragmatic.Give me the sort of target for this year and next year for what will roll off the line. Yeah, the reality is really first of all, thanks for having me and good to see you. The reality is that we're just ready.We are. As you know, we're very excited. We're finally headed to our commercial launch in starting in Las Vegas later this year.And from ...

I think the immediate question is the immediacy of how quickly the bill passes to the president's desk and how you see that happening. Well, thanks, Ed. Glad to be here.So the next step here is for the House to take it up. And I think the House is considering its options, but I think we're basically at the finish line here. The House already passed a similar version of the bill called the Stables Act.And I think that we're very close here to having a bill that can go to the president's desk. There is also a ...

Frank. This is a never ending story, is it not. Well, it just does seem that it's it's taking a long time to get a deal made here.You know, you had the 270 days and then the the 275 day extensions and now another 90 days. So, yeah, it's it's been a while. But, you know, I've learned to be very patient, to hang around the group.A lot of good things get done when that happens. And, you know, my sense is and this is not a you know, this is purely purely my opinion, but I think this is the last extension. I thi ...

You have been really helping paint a picture of what Alexander Wang brings to the table here at matter. What does he apart from clear. Tenacity.I mean, he's a fascinating character within the valley. He's not a household name, but I think if you work in A. I., you definitely know who this person is. He was kind of a like, you know, Wonderboy in the world, like, started a company when he was still a teenager, went through Y Combinator and then built Scale A. I., which has become this startup that delivers ki ...

Battery Technology & Innovation - A company has invented a lithium metal battery that replaces graphite with pure lithium metal and uses a vanadium cathode, sourced outside of China [2][3][6] - The lithium metal battery achieves 400 watt-hours per kilogram, representing a step change in energy density [6][14] - This battery technology is positioned as the third commercialized battery type, aiming to displace lithium-ion batteries [7] Supply Chain & Manufacturing - The United States currently lacks the capacity to produce rare earths and battery materials at scale, leading to dependence on China for graphite, a key component in lithium-ion batteries [1][2][5] - The company's battery materials are 62% less expensive than those sourced from China [9] - The battery is projected to cost approximately $27 per kilowatt-hour at the materials level [9] - Manufacturing costs are expected to be substantially lower than lithium-ion batteries due to the elimination of formation cycles, which constitute 35% of CapEx in lithium-ion battery facilities [9] Strategic & Governmental Support - The company is building a prototype pilot facility to scale up lithium metal production from brine and integrate it into battery manufacturing [11][12] - There is broad support from the US administration for a domestic battery supply chain, particularly for military applications, given the current stockpile of only 30 days of batteries [13][14] - The Ex-Im Bank has issued a letter of interest to fund the company's first gigawatt-hour production facility [14]

I'm interested in what you think about the federal support of chips and the incentives to build here in the United States. Ultimately, is that what you want to see from a profit margin perspective. I think it highlights the importance of semiconductor industry as a whole, the strategic importance.But I think it's not just us, right, globally. Each country, they want to see more capacity built domestically for domestic consumption. So I think broadly speaking, it's too early to tell whether or not it's neces ...

This is an investigation, a deep one, Ryan, just showing how actually we shouldn't really be using text SMS as a form of two factor authentication. That's right. Yeah.We we looked in depth at this issue because I think a lot of people don't realize that when you log to whether it's a banking app or whether it's Google or metal, when you receive one of these logging codes via SMS, it's not actually coming directly from the tech company or the platform that you're logging into is routed through intermediaries ...

Investment Thesis & Market Trends - The cost of achieving a high level of artificial intelligence is decreasing [1] - Investors are focusing on early-stage companies to capitalize on the AI trend [1][3] - A new era is emerging where the cost of intelligence is approaching zero, impacting both consumer and enterprise sectors [2] - Large companies are showing interest in acquiring smaller AI companies [4] Venture Capital & Startup Strategy - Venture capital firms are targeting founders with ambitious visions who aim to disrupt markets rapidly [3] - Product-market fit is crucial for startups, requiring early customer engagement and continuous iteration [10][11] - Venture firms assist founders in achieving product-market fit through customer conversations, team building, business strategy, and connecting with subsequent investors [11] Competitive Landscape & M&A - Major players like Amazon are significantly investing in AI [4] - Mergers and acquisitions (M&A) are expected to occur at all stages of startup development, from early-stage to more mature companies [6] - Perplexity is recognized for its innovative approach to knowledge engines and is developing a new browser, Comet, to redefine generative solutions [7][8][9]