No Priors
Sarah Guo and Elad Gil question AI founders like the investors they are
37:06Arm Is Building Its Own CPU: Chip Design's Biggest Bottleneck Is Verification, Not Design
The real time sink in a chip cycle is verification, debug and documentation, not RTL; 80%-90% of Arm's engineers already use AI every day, and the company is breaking its own 98.5%-gross-margin licensing model to go build a CPU itself.
34:50Google Paid $10 Million for a Bankrupt Airline's Data: Data Is the Moat in the AI Era
The most valuable thing an enterprise owns in the AI era is its data — Google paid $10 million for a bankrupt airline's; AI agents holding legitimate credentials are the new top threat; and data infrastructure has to be rebuilt.
31:38The brain is a computer, not a philosophy — and a business route around drugs
Max Hodak's judgment: wiring up the brain as a computer gets you effect sizes and iterability that small-molecule drugs cannot reach — the Prima retinal prosthesis is already approved for sale in Europe, but the field of view is like looking through a straw, and it is black-and-white only.