Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, and Regulatory Capture with Sarah & Elad
No Priors: Artificial Intelligence | Technology | Startups

Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, and Regulatory Capture with Sarah & Elad

B2Upper-intermediateAugust 6, 202639 min

Is the tech industry moving too quickly, or are founders letting fear of AI labs stunt their ambitions? Sarah and Elad explore the current landscape of artificial intelligence, venture capital, and startup dynamics. They discuss the realities of building multi-trillion-dollar companies, shifting market sizes and outcome-based pricing models, and how founders are reacting to the rise of major AI labs. They also talk about what the framework for startup exits should look like, the potential for researcher burnouts in the next eighteen months as ASI looms on the horizon, bottlenecks for compute, and the impact of regulatory capture and...

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70%? Where are all the accidents and where are all the kerfuffles?

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70% of France is still nuclear in terms of its power generation. 70%? Where are all the accidents and where are all the kerfuffles? Nothing, nothing's happened. US is 18% and we haven't built a reactor in 40 years.

0:11

We had a safety lobby in the 70s basically kill abundant clean energy for us. There are real outcomes where safety has hurt us. And the question is, where do we want the spectrum to be on AI for this stuff? And there's many worlds, many scenarios, many outcomes.

0:30

Hi, listeners. Welcome back to KnowPriors. Today, it's just me and Elad talking about risk management, RSI, how many trillion-dollar companies there can really be, and the ills of regulatory capture. For any new founders out there, it's also time to apply to embed Conviction's low-overhead, high-signal grant program for 10 exceptional startups building at the frontier. We hold this

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