1. OpenAI President: Security Spend Should Exceed Software Spend OpenAI president Greg Brockman’s thoughts on our No Priors conversation: “Security spend should actually vastly outstrip software spend.” 10/16 06:42 ♡
2. The Changing Physics of Cybersecurity and Drug Development with OpenAI President Greg Brockman Technology has always been the fundamental driver of improvement for human quality of life. And with the recent rollout of advanced frontier models, like OpenAI’s GPT-6, humanity c 10/15 18:00 ♡
3. The Slow Part of Chip Design "We can now have extreme intelligence that is guiding our experiments, but now we're just experiment bottlenecked.” Fractile CEO Walter Goodwin on why smarter AI still can’t make c 10/14 20:18 ♡
4. Why Sequence Holdings Invested in Baldwin With 90% retention, startups almost can't compete in insurance brokerages. Sequence Holdings bought into one instead. CEO Michael Lee on the Baldwin thesis. New No Priors episode, 10/13 07:07 ♡
5. Why Third Party Chips Survive Why doesn't every frontier lab build its own chip? Because if a rival finds a 5x efficiency gain that only runs on their silicon, you're out of the race before your chips deploy. F 10/11 23:50 ♡
6. Why Open Models Can Make Us Safer You can't separate cyber offense from defense. Reflection CEO Misha Laskin explains how restricting access to powerful AI capabilities can leave defenders less equipped to protect 10/10 08:19 ♡
7. Beam: The Great American Open Model with ReflectionAI Co-Founder and CEO Misha Laskin Is the future of frontier AI open or closed? ReflectionAI co-founder and CEO Misha Laskin joins Sarah Guo and Elad Gil to discuss the launch of Beam, the company’s 500 billion para 10/10 01:28 ♡
8. The Bigger AI Opportunity AI's real opportunity isn't speed. It's rethinking how a company works. Sequence Holdings CEO Michael Lee on why this is an industrial revolution moment. 10/08 08:04 ♡
9. How AI Models Learn What does it mean to "train" an AI model? Inception Labs CEO Stefano Ermon explains, it's compression. The model finds the most efficient way to compress the data, and that's how i 10/05 20:23 ♡
10. 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 ♡
