11. Only One Deal a Year "We're trying to do one deal per year. That's it." Sequence Holdings CEO Michael Lee on why his firm skips the typical PE playbook entirely. 10/04 01:18 ♡
12. What’s the New AI Bottleneck? AI is getting faster at solving hard problems. But what happens when the experiments needed to test those solutions become the bottleneck? Fractile CEO Walter Goodwin explains why 10/03 03:54 ♡
13. Frontier Chips for Frontier AI Labs, with Walter Goodwin, Founder/CEO of Fractile Founder and CEO of full-stack AI chip company Fractile, Walter Goodwin, joins Sarah Guo to discuss the bets he’s made on the future of the chip market as other major players like B 10/02 18:00 ♡
14. 10x Faster Than Traditional LLMs "We were able to generate text 10x faster compared to the autoregressive model." Inception Labs CEO Stefano Ermon on the 2024 breakthrough paper that proved diffusion could match t 10/01 21:20 ♡
15. The Services Industry's Incentive Problem Services firms optimize to keep you as a customer, not to reinvent your business. Sequence Holdings CEO Michael Lee on the incentive problem behind the entire services industry. 09/30 02:24 ♡
