NVIDIA

Perplexity CEO: SMBs Could Drive the Next Economic Boom

Oct 12, 2026 · 54:45

Perplexity CEO Aravind Srinivas tells Molly O'Shea that the next wave of American economic growth will come from smaller, AI-native companies, and that his model-neutral agent platform is built to serve them. He traces Perplexity's evolution from answer engine to Perplexity Computer, citing 5x revenue growth and one solopreneur spending over $1M annually while making $3M. He argues AI products have recursive effects, not network effects, so user depth beats user counts. He explains local and hybrid AI with NVIDIA and Apple, rules out building Perplexity data centers, and describes sovereign deployments for data-wary governments. He ends with his hiring-by-trials method, Larry Page's 'user is never wrong' philosophy, and his bet on long-horizon agents turning everyone into a scientist.

Stripe’s John Collison: AI Agents Will Rewire the Internet

Oct 5, 2026 · 28:01

Stripe co-founder John Collison tells host Molly O'Shea that AI agents will rewire commerce, calling computer use the "ultimate backwards compatibility layer" for the real world. Collison says Stripe processed $1.9 trillion in 2025, up 34%, and almost no one now integrates its API by hand, so Stripe is rebuilding for "AI ergonomics" rather than developer ergonomics. He argues AI discovery will reshuffle merchants the way Facebook ad targeting did, predicts more breaches over the next five years, and says Stripe deems January 1, 2026 the start of its "singularity epoch." He explains the Bridge, Privy, Metronome and OpenRouter acquisitions—crypto, usage-based billing, model routing—and internal AI wins like legal agents. His 17-year lessons: no shortcuts, stickwithness, users first.

The Wildest Hot Takes From the All-In Summit 2026

Sep 27, 2026 · 47:20

At the All-In Summit 2026, Brad Gerstner of Altimeter says the AI safety debate is settling into a pragmatic consensus around independent peer review, while Naveen Rao of Unconventional AI claims his chips are thousands of times more efficient and calls software near-worthless in 20 years. Jonathan Neman of Sweetgreen argues AI won't kill you but ultra-processed food will. Toby Rice of EQT forecasts 20 to 40% more natural gas demand from AI power generation. Kent Draper of IREN says compute demand far exceeds supply, Wen Sang of Genspark says don't slow AI down, Geoff Woo of Anti Fund denies free will, Nick Shirley calls California's $200 billion high-speed rail wasteful, Jake Paul wants the Constitution updated, and Michael Brandt of Ketone-IQ calls the human body the next tech platform.

Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III

Sep 10, 2026 · 59:52

Saronic's co-founders Doug Lambert, Rob Lehman, and Vibhav Altekar join Molly O'Shea to argue autonomous mass production, not exquisite manned ships, decides naval power as China outbuilds the U.S. 230 to 1—1,000+ commercial ships in 2024 to America's 5. COO Doug Lambert details the $3B Port Alpha shipyard, aluminum welding with Path Robotics, Palantir Foundry for manufacturing, and why casting, forging, and wire harnessing must return to the U.S. Rob Lehman says only 1% of the Department of War's ~$1T budget goes to autonomy, wants AI tooling so contracting officers can say yes, and aims to thank two Apache pilots Saronic tech helped. CTO Vibhav Altekar explains hardware-software co-design for 20-G impacts, redundant comms against jamming, the Nvidia partnership, and open-source AI.

Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid

Aug 17, 2026 · 59:10

Nikesh Arora, chairman and CEO of Palo Alto Networks, argues the AI cybersecurity boom is only beginning, with AI attacks compressing vulnerability-to-exploit time from 55 days to minutes. He details Palo Alto’s new 4-hour patch capability, explains why he signed Jensen Huang’s open-source AI letter, predicts the entire software industry will be rewritten in 10 years, and breaks down the playbook behind 40+ acquisitions in eight years, including the $28 billion CyberArk deal. He also describes hiring AI-native talent through hackathons, defends LinkedIn as a scouting tool, and shares lessons from Larry Page at Google and Masayoshi Son at SoftBank—including doubling down on winners. He expects market gyrations ahead but insists AI demand, and security’s role, is unstoppable.