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Show hosts Joe (Eng VP) and Jordan (M&A Deal Lead) worked at various companies from Google, Apple, Facebook, Microsoft, Salesforce, Slack, Carta, Splunk, Wealthfront, Adobe, and more.
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Chapters
00:00 – Introduction and Opening Remarks
00:09 – Microsoft’s AI Revenue and Token Billing
00:40 – Quantum Computing Hype vs. Reality
01:10 – Welcome to the SVIC Podcast
01:30 – Satya Nadella’s AI and Quantum Computing Discussion
03:14 – The Impact of AI on Data Center Investments
04:10 – Nvidia, GPUs, and the AI Chip Wars
06:50 – Inference vs. Training: The Battle for AI Efficiency
07:53 – Microsoft’s AI Revenue and the Rise of Cloud AI Services
08:49 – Satya Nadella’s Strategic AI Bet on OpenAI
10:08 – Comparing Satya’s OpenAI Bet to Zuckerberg’s WhatsApp Acquisition
12:16 – Microsoft’s AI Business Model: A Multi-Billion Dollar Strategy
13:29 – AI Agents and Future Business Models
14:55 – Y Combinator’s Unique Approach to Startups and Innovation
17:17 – The Rise of CEO Transparency in Media
19:21 – Microsoft’s Quantum Chip: A PR Move or Real Innovation?
22:09 – The Gartner Hype Cycle and Tech Industry Trends
25:30 – Why Big Companies Struggle to Innovate Like Startups
27:55 – The Importance of Distributed Computing in AI
30:42 – Quantum Computing and the Future of Encryption
36:45 – The Commercial Viability of Quantum Computing
39:21 – Why Venture Capital Struggles with Long-Term Science Bets
43:39 – How Microsoft and Apple Capitalized on Xerox PARC’s Innovations
46:08 – What If Steve Jobs Were Still Running Apple?
47:10 – Microsoft’s AI Hardware Dilemma: GPUs vs. Custom Chips
50:23 – Will AI Models Run in the Cloud or Locally?
51:12 – Why Satya Nadella Avoids Monopoly Markets
54:36 – Satya Nadella’s Take on AGI and Economic Growth
56:35 – AI Regulation and the Role of Governments
1:02:41 – How AI CEOs Balance Safety Concerns with PR Hype
1:04:28 – Investor Frenzy Over AI Labs and Model Development
1:05:03 – Closing Thoughts and Call to Action
