Results for "data moats"
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10 results
Episodes
Intelligent ReportThe Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
All-In with Chamath, Jason, Sacks & Friedberg· Jul 13, 2026
ElevenLabs CEO reveals $600M ARR in 40 months, zero PM hires, and why voice AI just hit a golden era—plus Legora's CEO on how AI is dismantling the trillion-dollar legal industry from the inside.
openaianthropic
StandardSummaries onlyWhat VC's Are Looking For in AI Startups Today
The Jaeden Schafer Podcast· Mar 3, 2026
In this episode, we explore the evolving landscape of AI startup investments in 2026, highlighting what venture capitalists are actively seeking and what they are no longer prioritizing. We discuss the shift towards AI s…
ai- Intelligent Report
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
All-In with Chamath, Jason, Sacks & Friedberg· May 22, 2026
Gavin Baker joins to break down Karpathy joining Anthropic, SpaceX's $1.75T IPO filing, Cursor's Pareto-dominant model leap on Colossus, AI's PR crisis, and why recursive self-improvement could redefine Moore's Law.
anthropic - Intelligent Report
Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market
All-In with Chamath, Jason, Sacks & Friedberg· Sep 20, 2026
AppLovin CEO Adam Foroughi reveals how he bought back $6B in stock during a 92% crash, built 84% EBITDA margins, and why 1B daily mobile gamers are quietly outperforming Facebook ads for e-commerce brands.
inference - Intelligent Report
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
All-In with Chamath, Jason, Sacks & Friedberg· Jul 3, 2026
Palantir & Nvidia's sovereign AI partnership sparks a deep debate on intelligence sovereignty, enterprise data risks, frontier model duopoly, open source vs. closed models, and whether AI is truly eliminating jobs.
anthropic 
Intelligent Report20VC: Mercor CEO on Why Application Layer Companies Have No Defensibility, The Model is the Product | Token Spend Will Exceed Headcount Spend in 5 Years | The True Cost of Hiring AI Researchers in the Valley Today with Brendan Foody
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Brendan Foody· Jun 1, 2026
Macaw co-CEO Brandon Foody busts myths about the company's hack and revenue, reveals spending more on AI tokens than employee salaries, and predicts at least one frontier lab hits $10 trillion.
openaiinvesting- Intelligent Report
20VC: "Anti-Data Centres is a Chinese Psyop" | How Many Planned Data Centers Will Actually Get Built? | Is Energy AI's Biggest Bottleneck? With Thomas Sohmers, Co-Founder @ Positron
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 19, 2026
Positron AI's Thomas Sommers breaks down why anti-data center sentiment may be a Chinese psyop, why frontier AI companies are secretly printing money, and what GPT-6 Astra can now do that no model could before.
inferenceinvesting - StandardSummaries only
Amazon Devs "tokenmaxxing", SpaceX & Google Collab, Anthropic Legal Fight
The Jaeden Schafer Podcast· May 12, 2026
Orbital AI data centers, Anthropic vs. legal AI startups, Amazon's token-maxing scandal, celebrity AI consent registry, and SpaceX's $1.75T IPO pitch all collide in today's wild AI news roundup.
anthropic - Intelligent Report
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
All-In with Chamath, Jason, Sacks & Friedberg· Jul 18, 2026
The besties debate Demis Hassabis's self-regulatory AI body, Stripe's blockbuster PayPal bid, Apple suing OpenAI over stolen trade secrets, and America's looming energy crisis threatening the AI boom.
openaiai-regulation