Transcript
Tyler (0:02)
Brandon Gorell wrote the op ed today in the TBPN Newsletter. At tbpn.com, mirati's thinking machines snagged a multi year partnership with Nvidia. Thinking Machines has been on the ropes. They lost half of the six co founders in under a year. There's a question about where the business is going. This is obviously a good sign that they got a multi year investment done with Nvidia in which it will deploy at least a gigawatt of cutting edge chips to train AI models. They are going to be GPU richer. I don't know where the bar is for GPU rich or GPU poor is today, but they're one gigawatt richer after today, which is good news for them. So congrats to everyone at Thinking Machines. Even though they've had a couple high profile executive departures, the team has grown from 30 people to 120 people. So they're still cooking. Also still cooking. Alex Wang. There was a bunch of fake news on the timeline. We'll dig into this. But multiple tech news aggregator accounts on X posted that Alexander Wang, who's been on the show at Meta Connect, I've interviewed him a few times. He leads msl Meta Superintelligence Labs. And they were saying he's out, he's on this ropes, he's on his, he's fighting for his life over there. Well, it was fake news and we'll go through exactly how this happened. But Meta CTO Andrew Bosworth and Zuck also both hopped into the chats. Different chats, which we'll take you through to categorically deny the rumors. So we will dig into that. Also, Yann Lecun raised a massive seed round for Advanced Machine Intelligence Labs.
Dennis (1:28)
Am I linked one on 3.5?
Tyler (1:32)
Not bad, not bad.
Dennis (1:34)
Not the kind of combination that you normally see. It's not very American to do a 30ish percent.
Tyler (1:41)
Sure, sure, sure.
Dennis (1:42)
But it's better to make money in
Tyler (1:47)
the age of AI, in the age of compute requirements, you gotta spend money to make money in AI. And he's got the money now. Also, as we mentioned, Lagora is coming on talking about their Series D $550 million at a $5.5 billion valuation just a year after their entry into the US market.
Dennis (2:06)
A lot of people have been kind of questioning just how thin are these, how, how thick or thin are these wrappers? Basically, yeah.
Tyler (2:14)
But also AI recruiting platform Juice Box, which was a part of YC Summer's 2022 batch. That's a good time to go through YC right before the AI boom. You're up and running. Well, they are up and running with 116 million DOL, a $80 million Series B which values it at $850 million. That's the kind of dilution that you're looking for. 10%, not bad. And the round was led by DST Global with participation from Sequoia CO2 and YC. Meta also acquired the agent based Reddit style social network Multbook. We of course had the founder, the creator of Molt book on. I actually know the other co founder as well, Ben Parr. They will both be joining Meta Superintelligence Lab. There's a lot of back and forth on was it all slop? Is there any value there? Well, we don't know the terms of the deal. It doesn't have to be a billion dol dollar acquisition. Who knows? I've talked to both of the founders, they're both capable, interesting people and I think it's under discussed and we'll get into this under discussed that who is evaluating these acquisitions? It's not just Mark Zuckerberg, it's not just Alex Wang. You also got Nat Friedman and Daniel Gross. These guys have backed a lot of founders, they've worked with a lot of AI startups. They can understand the team that they're trying to build over there. And there might be some interesting interface between AI agents and social media. This is highly relevant. Meta seems like logical.