EPISODE
Dan Wright, Eric Seufert, Scott Wu, Greg Brockman, Sahir Jaggi, Andrew Borovsky, Harry Mellsop
00:01:00 Dan Wright discusses Armada’s mission to bring modular AI infrastructure to underserved regions as the “hyperscaler for the edge.” He highlights the company’s rapid growth, scalable Galleon data centers, use of stranded renewable energy, and focus on speed, scale, data sovereignty, and real-time edge computing.
00:02:00 Eric Seufert, founder of Mobile Dev Memo and an expert on mobile advertising and digital platforms, discusses the convergence of Netflix and YouTube, Apple’s expanding advertising ambitions, and Meta’s AI strategy. He argues that advertising—particularly conversion-optimized auctions—will remain the most scalable way to monetize streaming, AI agents, and digital commerce.
00:03:00 Scott Wu discusses Cognition’s fundraising, the rapid advancement of AI agents, and Devin’s growing role in enterprise software development and cybersecurity. He explains that effective orchestration depends on combining models, tools, and context, while emphasizing AI’s remarkable progress in mathematics and real-world applications.
00:04:00 Greg Brockman discusses OpenAI’s advances in mathematical reasoning, computer use, image generation, healthcare, and agentic AI. The OpenAI co-founder and president emphasizes how increasingly capable, unified AI tools could generate new knowledge, solve everyday problems, transform healthcare, and empower people while being developed safely.
00:05:00 Sahir Jaggi discusses Forest, the AI Network for Medicine he founded and leads, and its rapid growth to a $3 billion valuation while serving patients, physicians, and major biopharma companies nationwide. He explains how Forest uses AI and healthcare data to streamline clinical trials, drug launches, distribution, and patient access, ultimately making medicine development faster, cheaper, and more predictable.
00:06:00 Andrew Borovsky discusses Split, a fintech company that gives consumers flexibility to schedule major bill payments around their income. He explains its cash-flow underwriting model, ACH-based payment technology, rapid growth to nearly $80 million in annualized originations, and recent Series A and B fundraising rounds led by Khosla Ventures.
00:07:00 Harry Mellsop discusses his work as co-founder and CEO of Antioch, a startup developing simulation technology for physical AI and autonomous systems. He explains Antioch’s hybrid approach to narrowing the simulation-to-reality gap, accelerating robotics development through data flywheels, and serving markets ranging from humanoid robots and autonomous vehicles to Amazon Ring devices.