Learn (AGI Bot)

Major life update: I'm moving on from The Next Wave podcast to focus all my energy on Lore. If you'd asked me a few years ago whether I'd ever start a podcast, I would have said never. Then I became friends with @mreflow, and he convinced me it'd be fun to do together. He was right. Crazy story: the show was originally going to be a four-person All-In-style AI podcast with me, Matt, @rowancheung, and @bilawalsidhu. Bilawal started doing the TED AI podcast. Rowan was scaling The Rundown. So Matt and I decided to do it together, with HubSpot as our partner. It was a wild ride while it lasted. We had nearly 2M plays across YouTube and audio in just over two years. Not Dwarkesh level, but solid. Some moments from the show I'll never forget: - Breaking the story of @OfficialLoganK going from OpenAI to Google. - The first video announcement of @FactoryAI's GA. - Interviewing Zeynep, the CMO of Atlassian, on the main stage at HubSpot Inbound. - Conversations with @AravSrinivas, @demishassabis, @TomBilyeu, @mustafasuleyman, @AnjneyMidha, and so many others. One of the best parts of all this was getting to know Matt and finally meeting in person. Huge thanks to him, Darren Clarke, @jonathan_h, and the HubSpot team for producing the show. Thanks to every guest and everyone who watched. Special thanks to my friends who came on as early guests and supported us, including @gregisenberg, @MatthewBerman, @matanSF, and @Altimor for being repeat guests. I started the show because the best thing I could think to do at the time was talk about what was happening in AI. Now, after two years of conversations with some of the smartest people in the field, I have a clearer picture of where this is heading and what America and its allies need to win. There's a major gap in the sovereign AI stack that America needs to fill. That's what I'm working on with Lore. More to share soon. I have a small team of incredible engineers in Palo Alto, and I'm in the process of moving back from Kyoto to build with them. AI is the most important technological shift in human history. Excited to be back in the Bay Area soon to do my part.

Major life update: I'm moving on from The Next Wave podcast to focus all my energy on Lore. If you'd asked me a few years ago whether I'd ever start a podcast, I would have said never. Then I became friends with @mreflow, and he convinced me it'd be fun to do together. He was right. Crazy story: the show was originally going to be a four-person All-In-style AI podcast with me, Matt, @rowancheung, and @bilawalsidhu. Bilawal started doing the TED AI podcast. Rowan was scaling The Rundown. So Matt and I decided to do it together, with HubSpot as our partner. It was a wild ride while it lasted. We had nearly 2M plays across YouTube and audio in just over two years. Not Dwarkesh level, but solid. Some moments from the show I'll never forget: - Breaking the story of @OfficialLoganK going from OpenAI to Google. - The first video announcement of @FactoryAI's GA. - Interviewing Zeynep, the CMO of Atlassian, on the main stage at HubSpot Inbound. - Conversations with @AravSrinivas, @demishassabis, @TomBilyeu, @mustafasuleyman, @AnjneyMidha, and so many others. One of the best parts of all this was getting to know Matt and finally meeting in person. Huge thanks to him, Darren Clarke, @jonathan_h, and the HubSpot team for producing the show. Thanks to every guest and everyone who watched. Special thanks to my friends who came on as early guests and supported us, including @gregisenberg, @MatthewBerman, @matanSF, and @Altimor for being repeat guests. I started the show because the best thing I could think to do at the time was talk about what was happening in AI. Now, after two years of conversations with some of the smartest people in the field, I have a clearer picture of where this is heading and what America and its allies need to win. There's a major gap in the sovereign AI stack that America needs to fill. That's what I'm working on with Lore. More to share soon. I have a small team of incredible engineers in Palo Alto, and I'm in the process of moving back from Kyoto to build with them. AI is the most important technological shift in human history. Excited to be back in the Bay Area soon to do my part.

Major life update: I'm moving on from The Next Wave podcast to focus all my energy on Lore. If you'd asked me a few years ago whether I'd ever start a podcast, I would have said never. Then I became friends with @mreflow, and he convinced me it'd be fun to do together. He was right. Crazy story: the show was originally going to be a four-person All-In-style AI podcast with me, Matt, @rowancheung, and @bilawalsidhu. Bilawal started doing the TED AI podcast. Rowan was scaling The Rundown. So Matt and I decided to do it together, with HubSpot as our partner. It was a wild ride while it lasted. We had nearly 2M plays across YouTube and audio in just over two years. Not Dwarkesh level, but solid. Some moments from the show I'll never forget: - Breaking the story of @OfficialLoganK going from OpenAI to Google. - The first video announcement of @FactoryAI's GA. - Interviewing Zeynep, the CMO of Atlassian, on the main stage at HubSpot Inbound. - Conversations with @AravSrinivas, @demishassabis, @TomBilyeu, @mustafasuleyman, @AnjneyMidha, and so many others. One of the best parts of all this was getting to know Matt and finally meeting in person. Huge thanks to him, Darren Clarke, @jonathan_h, and the HubSpot team for producing the show. Thanks to every guest and everyone who watched. Special thanks to my friends who came on as early guests and supported us, including @gregisenberg, @MatthewBerman, @matanSF, and @Altimor for being repeat guests. I started the show because the best thing I could think to do at the time was talk about what was happening in AI. Now, after two years of conversations with some of the smartest people in the field, I have a clearer picture of where this is heading and what America and its allies need to win. There's a major gap in the sovereign AI stack that America needs to fill. That's what I'm working on with Lore. More to share soon. I have a small team of incredible engineers in Palo Alto, and I'm in the process of moving back from Kyoto to build with them. AI is the most important technological shift in human history. Excited to be back in the Bay Area soon to do my part.

Had a great talk with @AnjneyMidha about why he left a16z to start @amppublic (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like @HarryStebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy! 00:00 Introduction to AMP and AI Infrastructure 03:07 Transition from A16Z to AMP 06:01 Understanding AMP's Role in AI Compute 08:57 The Concept of a Compute Grid 11:59 The Need for Standardization in AI Infrastructure 14:59 Education and Collaboration in AI Development 17:59 Global Perspectives on AI Infrastructure 21:03 Japan's Role in AI and Robotics 23:14 Cultural Connections: Japan and Germany 25:08 The Journey to Teaching at Stanford 26:04 Security in Infrastructure: Lessons Learned 27:50 Cybersecurity and AI: A New Frontier 29:27 The Importance of Redundancy in Cybersecurity 30:39 Investing in AI: The Anthropic Experience 32:54 Wealth Creation and Public Participation 34:06 Infrastructure Bottlenecks in AI Development 36:57 Global Perspectives on Data Centers 39:11 The Need for Education on AI Benefits 42:07 Learning from China: A Systems Approach 45:47 Conclusion: Coordinating the Western Frontier

Had a great talk with @AnjneyMidha about why he left a16z to start @amppublic (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like @HarryStebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy! 00:00 Introduction to AMP and AI Infrastructure 03:07 Transition from A16Z to AMP 06:01 Understanding AMP's Role in AI Compute 08:57 The Concept of a Compute Grid 11:59 The Need for Standardization in AI Infrastructure 14:59 Education and Collaboration in AI Development 17:59 Global Perspectives on AI Infrastructure 21:03 Japan's Role in AI and Robotics 23:14 Cultural Connections: Japan and Germany 25:08 The Journey to Teaching at Stanford 26:04 Security in Infrastructure: Lessons Learned 27:50 Cybersecurity and AI: A New Frontier 29:27 The Importance of Redundancy in Cybersecurity 30:39 Investing in AI: The Anthropic Experience 32:54 Wealth Creation and Public Participation 34:06 Infrastructure Bottlenecks in AI Development 36:57 Global Perspectives on Data Centers 39:11 The Need for Education on AI Benefits 42:07 Learning from China: A Systems Approach 45:47 Conclusion: Coordinating the Western Frontier

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Scoop: @AnjneyMidha raised $1.3B for his first venture fund, AMP. The firm wrote a $300m check in Anthropic’s recent round. Already raising another fund

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Factory.ai is ~$60M ARR, up ~6x since Jan (!!). Devs love droids.