Episode Clips

"The founders are the rebel alliance. There's no one coming to save you. You have to build."

"People are going to look at this bill and say it was the start of the Space Navy."

​

"It's sending a signal to founders that we need to build now."

"What am I worried about now? The technology race on the AI side, the defense side, and the energy side, with China."

"The President and the Speaker Of The House looked at the political dynamics and decided they needed to have one big, beautiful, bill."

"There's tons of cool cooling technologies across the stack that are happening."

"They had one eighth of the failure rate of their servers in those underwater capsules."

"It's pretty clear to see all in the cost benefits compared to these on-land GPU-specific data centers."

"So it sounds a little bit sci-fi, but we could see humanoid robots maintaining space data centers at some point."

"And at that point, the only place you can build more data centers is in space, because that's the only place you can push more heat out into."

"You can launch five of these 40 megawatt modules very rapidly, locate them physically in the same place or the same orbit and space, and then be up and running within a month."

"The data that's feeding these models are all coming from the same infrastructure that has not meaningfully changed since the 1980s."

"There's a volcano in the Arctic that actually shoots about $6,000 worth of gold dust per day."

"One of the very few (countries) that does not have a national AI weather model yet is the United States."

"We dedicate something like half of the world's largest supercomputers, part-time or full-time to atmospheric simulations."

"The ocean really is like half of the system that ultimately causes weather."

"There's a possibility to flip that dynamic and actually have some of these countries leapfrog and have better models."

"We're not saying we need to put 100 cups of coffee into the stratosphere. We're saying less than a drop of coffee."

"Mount Pinatubo injected roughly about 20 million tons of sulfur dioxide into the stratosphere. It cooled the planet by 0.5 degrees Celsius."

"What the data is telling us is we're entering a higher variance world, a world where the tails of the distribution get more extreme and more populated."

"A one-day forecast (in El Salvador) will be about the same accuracy as a seven-day forecast in Florida."

"About a trillion dollars worth of climate damages have occurred in the past 12 months. This is directly caused by warming."

"We've really got to invest in that team, especially at the early stages that we're looking at."

"Look for opportunities in your local community where they're (VCs) having events or hosting certain kinds of gatherings."

"Where is it going? How are going to encapsulate AI and do hardware devices?"

"There's this whole ecosystem that I do think over the next 10 years is going to blow up."

"Be truthful to it, be honest to it, and speak to that in the highest light that you can."

"Text is best. Email second. LinkedIn third."

"A good question I think that oftentimes comes up from really exceptional founders is, "What questions should I have asked that you wish I asked?"

"The Design in California and Made in China dynamic, what that's trying to capture really is that there's this aspect of taste and product love."

"I would say probably  within the next three to five year horizon, we will see humanoid robots in homes that are actually doing tasks."

"So when AI does it, we get mesmerized. But when things that are trivial for us, if robot makes a mistake, we immediately think of them as stupid."

"A company like Amazon is able to afford the cost at which it is today and still bake that in to their unit economics."

"How do you create that thing where you think, "This is friendly robot"? And it has to be obvious the moment you look at it or the moment they start speaking."

"A voice feature for a robot can be very unpleasant or very pleasant depending on the taste of the person creating it."

"I'm very excited about the glasses being the next big form factor."

"The regulatory burden is really, really low. And that's part of how you can iterate so quickly."

"The sea is definitely a harsh mistress. In the desert, if you're flying, you have to deal with some sand. The sea wants to corrode everything."

"Ground Effect is awesome because as you scale your wing span, you get a lot more benefit out of it. I have visions for 300 ton vehicle and you can go bigger."

"One use case that like very much excites me is this ability to speak with whales and dolphins."

"The last 20 years, the United States and much of the world is focused on desert wars, right? Not to quote Dune but we don't need desert power. We need water power."

"There's a wreck off the coast of Colombia that has about 20 billion dollars of emerald and gold on board."

"Geoengineering is just going to be a necessity for this century. It just gets so clear we're not going to meet any of our targets."

"I think that what founders should be doing is instead of talking about my actual business, why don't I talk about something that interests me that ties into this greater narrative of how what I'm building will change the world."

"Netflix is going to make full series based off a prompt. Or actually, it will self-generate based on your interests, what you want to see."

"Using AI does not mean you've created a shortcut from A to B. You should be applying the same amount of thought and care that you would if you were going to make this image yourself."

"I would say photo-real is usually the way to go just because it keeps it more grounded. And when they show it to a high ranking official, for example, they can connect to that more."

"We call it like the grandma rule. It should make sense to a grandma, she should be able to get it."

"I wish that founders could just approach talking about what they're doing with that mindset that it doesn't have to land perfectly. It just needs to be authentically you."