At the very beginning, you need to nail your core use case and build the growth machine around the core use case. Then you start the optimization phase and those small optimizations, they're going to compound and you need to make it really at speed. At some point when you feel that you nailed that core use case, you need to build defensibility and defensibility cannot build through those small moves.You really need to make a mode of defensibility. Built a great product with clearly defined broad need that c ...

One of two things is going to happen in the next five or seven years. Either A, you are going to see pretty profound productivity changes. You're going to see companies like OpenAI literally being 2 to300 billion in revenue super quickly.That's option A. Option B, you know, AI is still going to be wonderful, but you're going to have a readjustment period that make going to make your head hurt and you're going to go, what were we thinking. without speculating yet though we can in a minute on which of them it ...

There's only two ways of pricing a deal. You price a deal on hope or you price a deal on the multiples. A $15 million revenue company that's perfectly good and has reasonable growth is actually of zero value to a VC cuz we're in the upside option game.>> And I hear too many folks, they're like, "Oh, you're triple triple double double or better. You're you're golden. Don't worry, kids." And I think that's terrible advice in 2025. Terrible advice. >> Whatever the prize is for being the best company in AI, Ope ...

So I was in Abu Dhabi at the inaugural Goldman Sachs Abu Dhabi event. I was asked a similar question like is AI a bubble and I asked the following question. So this is like a bunch of people who manage 10 billion plus in aumum, right. Like 50 plus people who manage 10 billion plus.I'm like who here is 100% convinced that in 10 years AI won't be able to do your job. No hands went up. I'm like great.That's how the hyperscalers feel. So, of course, they're going to be spending like drunken sailors because the ...

Harmonic just released its hot 25 report. So this is a report where they rank preede seed and series A startups based on the aggregated interest of thousands of investors using the platform. So here are the biggest risers and fallers as we head into 2026.The biggest story almost a complete refresh. We've got 24 new entrance compared to just 11 last batch. Only one company from Q3 made it back.Lovable, who maintains the number one spot and has now hit over 140 million in ARR. Let's highlight some standout ne ...

Energy & AI - Countries controlling compute will control AI [3] - Compute is impossible without energy [3] Renewable Energy Potential - Norway's wind turbine utilization rate is approximately 80% [1] - Norway could potentially supply energy equivalent to the entire United States by deploying 5x the wind power of its hydro capacity [2] - There is untapped energy potential beyond nuclear [2] Nuclear Energy - Nuclear energy is considered incredibly safe [2]

I have no doubt that OpenAI will be able to build its own chips. I have no doubt that eventually Enthropic will be building their own chips. That every hyperscaler will build their own chip.By building your own chip, what you really get isn't your own chip. It's that you get control over your own destiny. That's the unique selling point of building your own chip. ...

The countries that control compute will control AI. And you cannot have compute without energy. >> So, I'm thrilled to welcome Jonathan Ross, founder and CEO Grock, back to the hot seat.And now we're going to be able to add more labor to the economy by producing more compute and better AI. That has never happened in the history of the economy before. What is that going to do.I personally would be surprised if in 5 years Nvidia wasn't worth 10 trillion. But I can't predict the outcome. The demand for compute ...

He has a very high bar in general. For him, anything less than excellent is not acceptable. He is very good at pushing teams to deliver by using some of the the mechanisms that we've talked about and the process we talked about to get people to deliver quickly and then also through how we kind of interact with people.I think also to get them to deliver quickly. ...

Ah, now we're getting personal. Yeah. I think growing up, my dad said to me when I said, "Oh, I'd love to." My dad's an architect. And to be honest, I'd love to have been an architect, and he said to me, "You've got to go do something that makes money. You can't be an architect." And you can make money in architecture.I'm now married to an architect, so I get to live vicariously through her. There was certainly a drive to go and try and make some money that was instilled in me from a relatively early. ...