I don't think it becomes that productive to put a bunch of AI superstars all together in a room without the execution machine, without the social glue. I don't think you get necessarily the same result. So I'm a big believer in building teams with diverse complimentary talents. ...

The scaling laws have been remarkably robust. There's a lot we don't know yet in terms of the vulnerability of these systems. >> Today we have one of the leading minds in AI, Joel Pino.Joel is the chief scientist at Co here. Maybe you don't need to buy the Galacticos. Why do you have like an Andrew Tull, a Daniel Gross, an Alex Wang, and the Galacticos assembling.>> I used to be quite skeptical that neural networks were necessarily the ultimate solution to machine learning. I seem to be quite wrong on this ...

I had fantasized about going to Stanford business school for ages. I was very unhappy at Princeton. That's where I went as an undergrad.I felt like I made a big mistake. Stanford was the other one I wanted to go to, but for a for a bunch of reasons, I decided not to do it. And so when this thing came up with Mike Maples, I thought, well, why don't I take what I would have spent on tuition, 120k for 2 years, something like that.And that would have been some cost. I pay out of pocket. And what's the hope with ...

Another massive red flag with investors is when they need to speak to all of your customers to make a decision. Your customers are king. You need to protect those references very carefully.And so be sparing with the customer intros that you make to investors, one to two per investor, because you don't want to overburden your customers with too many investor requests. That's a crucial one that not enough people think. ...

I've had clips that have exceeded 100 million views and the branding of the show is there. It's clearly an interview on my podcast. There's a link to the full episode and the impact on the long- form episode has been imperceptible.You look at the downloads and there is sweet all zero impact. So, I think it's also just worth noting these teams and the platforms, you know, the teams behind the platforms are very smart. They're very well funded.They have data scientists and teams of many others whose sole obje ...

There's actually three approaches. There's picking, there's spraying, and then the third one, which is someone big like Andre can do, which is optioning. You can spray if you're just doing options, but if you spray and that's the only way you make your money, the probability of being wrong is just too. ...

I just can't think of a retail IPO that would be more popular than OpenAI. To me, going from 23 billion to 30 billion, I don't even consider it an up round. It's not enough.>> If they really have gone from 100 to 150 in less than 6 months, then I can make this conversation really quick. There's no way they should sell. Andre Herds is the red army of the venture industry.What you're basically saying is, worry, you can win a deal. Not cuz I've grafted for 30 years and returned, you know, frankly billions of d ...

Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. ----------------------------------------------- Timestamps: 00:00 Intro 01:16 OpenAI's Restructuring: Winners and Losers 16:12 Andreessen Horowitz's Raise $10BN in Ne ...

Another terrible red flag is when investors say, "Hey, we will need a month to make our decision." At the early stage, they should be able to make a decision within a 10 to 14 day timeline. Do not allow them the chance to have 30 or 60 days. They are only stringing you along in these cases. ...

One thing I ask myself before I make every investment is, is this company going to succeed in spite of market volatility. If your only way that your company's going to succeed is that it can raise infinite capital in a cheap capital market, that's very difficult. If you have real customer love and you've built something that people absolutely need, you're going to be able to navigate through any market environment. ...