Patrick asked Martin Casado about model defensibility, and he said it's difficult because distillation is so effective. Zuck today: "the fact that the 405B model is open will make it the best choice for fine-tuning and distilling smaller models"

Asset managers are changing. A few have dramatically increased the scope of their ambitions. One such firm is General Catalyst, under the leadership of Hemant Taneja We discuss geopolitics, manufacturing, health care, defense, and a lot more The GC story itself is fascinating…

Love the idea from martin_casado that the world fundamentally changes when the marginal cost of something goes to 0 - Microchip = compute has 0 marginal cost - Internet = distribution has 0 marginal cost AI = content creation + natural language reasoning has 0 marginal cost

My conversation with sarah guo // conviction Sarah is the founder of Conviction, where she has invested in Mistral, Cognition, Harvey, HeyGen, & Sierra among others She has amazing passion and energy for the craft of investing We discuss her view from the front: joincolossus.com/episodes/63314…

An “Invest like the Best” series without interviewing sarah guo // conviction would make no sense because she is incredible at what she does and I’m constantly inspired by her hunger and hustle as an investor

It's easy to take people for granted when their output is consistently excellent for a long time, but worth calling out: Patrick OShaughnessy has been on a long heater. I can't remember the last time I didn't get at least one valuable thing from an Invest Like the Best conversation.

My conversation with Vlad Tenev We discuss - the future of investing tech - mathematical superintelligece - building new products - pivotal moments, good and bad I’ve watched this business for a long time so it was a pleasure to hear the story joincolossus.com/episodes/12687…

I have heard this from others as well, but given how plugged in to AI scene sarah guo // conviction is: "I think the large labs were quite surprised by the success of open source over the last year"

This is what we did and holy s**t was it good. Standby!

A 🤯🤯🤯 episode If you love investing, you will not find someone as passionate AND knowledgeable as Gavin Baker I call him often with investing ?s because his thinking is so clear Today, you get to hear him absolutely cook on semis, data centers, leaders & a ton more Wow

This is the best overview of the tech landscape and tech investing I think I've ever come across. Amazing work Gavin Baker and Patrick OShaughnessy 🙏

listening now...every technology investor should be listening

Most air-time ever for me in a sell-side email. 🤞that I make it into Ashton’s post Labor Day email. But in all seriousness I thought this was a good summary of my most recent podcast with Patrick OShaughnessy which was super fun.

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Biggest episode of the year. Thanks everyone for listening and to Gavin for bringing the energy on a Sunday recording! Fun fact, while it may seem like Gavin was at his computer prepared with notes, he was just casually on his iPhone, everything from memory.

Must listen. Made me smarter on so many topics. 👇

Very good

“You'll put as much care and attention into your AI agent as you do your website or your mobile app” - Bret Taylor Bret Taylor’s resume is … impressive: Built Google Maps CTO @ Facebook (in key years) Chair @ Twitter Founder @ Quip Co-CEO @ Salesforce Sitting Chair at OpenAI

If you are trying to understand how AI may impact “your business” and “your brand,” I highly recommend you listen to this grounded discussion from Bret Taylor (Sierra). Bret eloquently separates near term opportunity from the all too common rhetoric. podcasts.apple.com/us/podcast/inv…