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Molly O’Shea
@MollySOShea
Investing & Tech →Newsletter/Podcast @Sourceryy | HUGE Fan @brexhq @Turingcom @public @deel
859 Following    58K Followers
At a ~$152B market cap, Dara Khosrowshahi shares the full circle @Uber x Expedia partnership: "Seriously, I had to recuse myself from the process because I’m still on the Expedia board.” "Travel has always been a huge use case on Uber, & it was natural for us to add hotels as another product. In Europe, we already have trains available in the UK, France, & Spain. So originally it was like, well, let’s wire up everything that moves. But then how do we actually build around the experience of movement and traveling as well?"
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BREAKING: Naveen Rao (@NaveenGRao) CEO & Co-Founder of Unconventional AI on Brain-Inspired AI Chips ICYMI Rao Founded: - Nervana, acq. by Intel for $400M+ - MosaicML, acq. by Databricks for $1.3B (fmr Chief AI Officer, Databricks) Unconventional AI raised $475M Seed at $4.5B valuation to build biology-scale efficiency to artificial intelligence. Recorded & hosted Jan 20th in Palo Alto by Playground Global's (@Playground_VC) General Partner Peter Barrett, this Sourcery discussion features: - Naveen Rao, CEO & Co-Founder (@unconvAI) - Konstantine Buhler (@Konstantine), Partner at Sequoia Capital & Early Investor - Molly O’Shea, Sourcery (Moderator) Rao's 'Un-Seed' financing round was co-led by @a16z & @lightspeedvp Venture Partners, w/ participation from @sequoia, Lux Capital, DCVC, Databricks, Jeff Bezos, & more (Rao invested $10M of his own at the same terms) Highlights: 00:00 Introduction to Unconventional AI 01:01 Playground 02:57 The Future of Computation and Moore's Law 04:38 The Evolution of AI and Computation 05:59 Naveen's Journey: From Nervana, Mosaic ML, Databricks, to Unconventional AI 07:33 The AI Supercycle 12:31 Layers of the AI Stack 15:31 Conviction in Unconventional AI 31:01 Building a Team 36:01 Understanding the Scale of the Problem 37:11 Capital vs. Power Bottleneck 38:37 Founder Principles 41:33 Sequoia Investing Principles 45:00 Circular AI Deals and Market Dynamics 46:33 Professional Race Car Driving 50:58 Q&A Session: joules/token, neuromorphic, recurrence 01:08:33 Final Thoughts
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